In this post, we will go over the best performing growth ETFs in the past 5 years. We focused on ETFs that had the highest returns and asset under management above 100 Million dollars. ETFs that have low asset under management tend to be less liquid and cost more for investors when they want to trade them. This is why they were excluded from this analysis.
Obviously, historical performance is no indication of future returns!
Table 1: Asset under management and Volatility
Historical performance
52 weeks and lows
DXG – Dyn Ishares Active Global Div ETF
DXG is a actively managed fund. The fund invests primarily in a diversified portfolio of equity securities of businesses located around the world that pay or are expected to pay a dividend or distribution. These securities are selected actively based on size, profitability and liquidity. 56% of the funds holdings are invested in US companies, this is why it’s part of our list of the best US Dividend ETFs in Canada.
This ETF is ideal for investors seeking a dividend income from an international basket of large caps. The fund is well diversified across a variety of sectors mainly Technology, Industrials, Consumer discretionary and Health care.
DXG Holdings detail
| Company Name | Allocation |
|---|---|
| Ashtead Group PLC | 6.2% |
| Hoya Corp | 5.8% |
| LVMH Moet Hennessy Louis Vuitton SE | 5.7% |
| Facebook Inc Class A | 5.4% |
| Capital One Financial | 5.2% |
| Alphabet Inc Class A | 5.2% |
| Salesforce.com Inc | 4.9% |
| NVIDIA Corp | 4.8% |
| Edwards Lifesciences | 4.7% |
| BNP Paribas Act. Cat.A | 4.3% |
Please consult issuers’ website for the most up-to-date data
DXG Sector breakdown
| Country | Fund |
|---|---|
| United States | 62.3 |
| International | 35.8 |
Please consult issuers’ website for the most recent data
DXG Sector breakdown
| Sector | % Allocation |
|---|---|
| Financial Services | 21.7% |
| Technology | 17.8% |
| Consumer Cyclical | 15.0% |
Please consult issuers’ website for the most up-to-date data
COW -Ishares Global Agri Index ETF
The fund seeks exposure to companies involved in the production of agricultural products, fertilizers and agricultural chemicals, agricultural machinery, and packaged foods and meats.
| Name | Weight (%) |
|---|---|
| MOSAIC | 9.34 |
| ARCHER DANIELS MIDLAND | 9.31 |
| CORTEVA INC | 8.49 |
| BUNGE LTD | 7.69 |
| CNH INDUSTRIAL NV | 7.40 |
| DEERE | 6.26 |
| INTREPID POTASH INC | 5.78 |
| TRACTOR SUPPLY | 5.37 |
| TYSON FOODS INC CLASS A | 4.61 |
| CF INDUSTRIES HOLDINGS INC | 4.49 |
Please consult issuers’ website for up-to-date data – Best Growth ETF
VGG – Vanguard US Div Appr and VGH – U.S. Dividend Appreciation Index ETF (CAD-hedged)
VGG and VGH are both index fund (passively managed). They have the same investment strategy. They currently seeks to track the performance of the NASDAQ US Dividend Achievers Select Index. The latter is comprised of a select group of securities with at least ten consecutive years of increasing annual regular dividend payments.
VGH is hedged: Meaning the manager will seek actively to reduce currency risk. VGG is not hedged against currency fluctuation risk.
Index funds can be great especially from an MER perspective. VGG and VGH charge 0.30% MER which the lowest among the ETFs selected in our list. They offer an exposure to large number of established US corporations, mostly Bluechips such as Microsoft, Walmart…etc.
The choice between VGG and VGH depends solely on the investor take on currency. If the Canadian dollar appreciates then a hedged ETF will be a better choice. On the other hand, if the US dollar appreciates, then the non hedged ETF will have a better performance.
VGG Holding details
| Company Name | Allocation |
|---|---|
| Microsoft Corp | 4.5% |
| JPMorgan Chase & Co | 3.9% |
| Johnson & Johnson | 3.8% |
| UnitedHealth Group Inc | 3.3% |
| Visa Inc Class A | 3.2% |
| The Home Depot Inc | 3.1% |
Please consult issuers’ website for the most up-to-date data
VGG Geographic allocation
| Country | Fund |
|---|---|
| USA | 99.3% |
Please consult issuers’ website for the most up-to-date data
VGG Sector allocation
| Sector | % Allocation |
|---|---|
| Financial Services | 17.0% |
| Industrials | 16.9% |
| Healthcare | 15.5% |
Please consult issuers’ website for the most up-to-date data
ZLU -BMO Low Volatility US Equity ETF CAD
The purpose of BMO’s Low Volatility US Equity ETF (ZLU) is to provide exposure to a low beta weighted portfolio of U.S. stocks. Beta is a measure of volatility.
| Weight (%) | Name |
|---|---|
| 1.58% | CAMPBELL SOUP CO |
| 1.55% | DOLLAR GENERAL CORP |
| 1.52% | DOMINO’S PIZZA INC |
| 1.51% | JOHNSON & JOHNSON |
| 1.45% | MERCK & CO INC |
| 1.40% | KELLOGG CO |
| 1.39% | CBOE GLOBAL MARKETS INC |
| 1.37% | PFIZER INC |
| 1.36% | QUEST DIAGNOSTICS INC |
| 1.36% | BECTON DICKINSON AND CO |
Please consult issuers’ website for up-to-date data
VFV – Vanguard S&P 500 Index ETF
Vanguard S&P 500 Index ETF seeks to track the performance of a broad U.S. equity index that measures the investment return of large-capitalization U.S. stocks. The S&P 500 Index, or the Standard & Poor’s 500 Index, is a market-capitalization-weighted index of the 500 largest publicly-traded companies in the U.S.
The S&P 500 is an excellent index because most of its constituents are large, established US corporations. Besides, It’s well-diversified across various sectors of the US economy. The S&P 500 is widely regarded as the best gauge of large-cap U.S. equities. It can be easily used to express an opinion on the US economy in general. In other words, if you are bullish on the performance of the American economy in the long term, it’s probably the best index for you.
VFV ETF Holdings
| Holding Name | Weight % |
|---|---|
| Apple Inc. | 6.03 |
| Microsoft Corp. | 5.74 |
| Amazon.com Inc. | 3.88 |
| Facebook Inc. Class A | 2.19 |
| Alphabet Inc. Class A | 2.18 |
| Alphabet Inc. Class C | 2.03 |
| Tesla Inc. | 1.70 |
| NVIDIA Corp. | 1.40 |
| Berkshire Hathaway Inc. Class B | 1.37 |
| JPMorgan Chase & Co. | 1.32 |
please consult issuers website for up-to-date data
