The Top ETFs Over Three Years: Real Estate Dominates
Exchange-traded fundinvestors would have done well over the past three years by having a high allocation to real estate.
Five funds that focus on real estate investment trustsbeat all ETFs in terms of performance for the three-year period ending June 30, 2012. A sixth real estate ETF came in seventh place.
In this article
- Caveats & Notes
- Which Funds Were Included
- The Top Real Estate ETFs
- The Other Top 10 ETFs
- Dividend Funds Lead Several Categories
- Look Beyond Performance
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Preventing a clean sweep of the top 10 spots were two health care funds, a retail sector fund and one fund that invests in Thailand. This is not the mixture most investors held in their portfolios.
For the second consecutive year, I asked my colleagues to compile a list of the best-performing exchange-traded funds over the past three years. This list is designed to complement both “The Individual Investor’s Guide to Exchange-Traded Funds 2012” (published in the August 2012 AAII Journal) and my annual article on mutual funds with the best five-year performance (see “The Top Funds Over Five Years: Bond Funds Take the Lead” in the March 2012 AAII Journal). Given the growth of ETFs, I thought there would be continuing interest in an article that looks at the best-performing exchange-traded funds.
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