American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

These two ETFs have outperformed S&P 500 since 2021: should investors take notice?

by admin November 19, 2024
November 19, 2024
These two ETFs have outperformed S&P 500 since 2021: should investors take notice?

The S&P 500 is on track to close its second consecutive year with over 20% gains, and this positive momentum is expected to continue into 2025.

According to BMO strategist Brian Belski, the benchmark index could reach 6,700 by the end of next year, representing a potential 14% upside.

However, for investors seeking alternatives with a history of outperforming the S&P 500, two exchange-traded funds (ETFs) stand out: the JPMorgan US Research Enhanced Index Equity ETF (JREU) and the Gotham Enhanced 500 ETF (GSPY).

JPMorgan US Research Enhanced Index Equity ETF (JREU)

This London-listed exchange-traded fund is accessible to most European investors and has outperformed the S&P 500 every year since 2019.

It’s on track to beat the benchmark index this year as well.

JREU manages a total of about $9.41 billion in assets and taps on a strategy called “research enhanced indexing”.

What it means is that the fund favors several small bets over a few big ones.

The overall composition of this ETF mirrors the benchmark but the REI strategy enables it to deliver excess returns. JPMorgan US Research Enhanced Index Equity fund is currently up more than 26% versus the start of 2024.

Gotham Enhanced 500 ETF (GSPY)

This actively managed New York-listed exchange-traded fund is available for US investors via most brokers.

It was founded in 2021 and has outperformed the benchmark ever since.  

GSPY invests in every stock included in the S&P 500 but with a notable tweak.

It spends more on the S&P 500 stocks that it thinks are cheaper and less on others that it estimates to be more expensive.

This strategy enables it to deliver better returns for its investors than the S&P 500.

A few of the top holdings of Gotham Enhanced 500 ETF include Apple Inc., Microsoft, Nvidia, Amazon, and Google.

Why pick ETFs over individual stocks?

Investing in ETFs saves you from the hassle of picking individual stocks and managing your portfolio.

They typically hold a basket of stocks, reducing the impact of any single investment on your overall portfolio.

This diversification helps spread the risk.

Additionally, investing in individual stocks can incur high transaction fees, especially if you’re an active trader.

Exchange-traded funds lower such costs for you as well.

ETFs get you exposure to a wide range of sectors while also offering high liquidity.

This means you can buy and sell these funds throughout the trading day at market prices.

The post These two ETFs have outperformed S&P 500 since 2021: should investors take notice? appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
Symbotic stock analysis: is it too late to buy the soaring SYM?
next post
GSK share price is imploding: is it safe to buy the dip?

Related Posts

Ireland set to invest Apple’s €14bn tax windfall...

October 2, 2024

Sam Altman rejoins OpenAI board of directors, months...

March 10, 2024

Ferrari stock is severely overvalued: is it an...

September 29, 2024

Boeing’s new outsider CEO Ortberg takes the helm,...

August 10, 2024

Europe markets open: STOXX 600 dips 0.2% on...

June 2, 2025

Boeing did not retain security camera footage showing...

March 16, 2024

Super Bowl fans are flooding Vegas with cash....

February 14, 2024

Aston Martin raises £125 million amid US tariff...

March 31, 2025

Willow Bay and Bob Iger to take controlling...

July 19, 2024

Is Trump’s Truth Social now worth the same...

October 30, 2024

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Interview: Strategic location gives Brazil Potash cost advantage in domestic fertiliser market, says CEO Matt Simpson

      June 1, 2025
    • Canada’s Q1 GDP expands by 2.2%, driven by exports spike ahead of potential US tariffs

      June 1, 2025
    • President Trump to host farewell for Elon Musk as DOGE leader steps away

      June 1, 2025
    • UK’s digital banks face divergent fortunes: Starling stumbles, Monzo and Revolut soars

      June 1, 2025
    • Trump wants Apple to shift iPhone production from India to the US: here’s what it means

      May 18, 2025

    Categories

    • Business (3,022)
    • Investing (2,459)
    • Latest News (1,994)
    • Politics (1,530)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved