How to invest in USA using ETFs
How do I invest in American stocks?
The easiest way to invest in the whole American stock market is to invest in a broad market index. This can be done at low cost by using ETFs.
On the American stock market you'll find 4 indices which are tracked by ETFs. Besides these indices 17 alternative indices on small and mid caps as well as equity strategies can be considered. Among these strategies you find dividend focused, growth and value approaches.
Alternatively, you may consider indices on North America or the World.
Performance of American stocks (S&P 500®)
1 month: 4,90%
1 year: 39,64%
3 years: 41,29%
5 years: 110,20%
Indices in comparison
The best indices for ETFs on USA
For an investment in the American stock market, there are 4 indices available which are tracked by 36 ETFs. On the Dow Jones Industrial Average index there are 3 ETFs. On the MSCI USA index there are 11 ETFs. On the Morningstar US Large-Mid Cap index there is 1 ETF. On the S&P 500® index there are 21 ETFs. The total expense ratio (TER) of ETFs on these indices is between 0,03% p.a. and 0,50% p.a..
| Index | Investment focus | Number of ETFs | Number of constituents | Short description |
|---|---|---|---|---|
Dow Jones Industrial Average | Verenigde Staten | 3 ETFs | 30 | The Dow Jones Industrial Average index tracks the 30 largest industrial companies in the US. Index factsheet |
MSCI USA | Verenigde Staten | 11 ETFs | 593 (30-09-2024) | The MSCI USA index tracks the leading stocks on the US market. Index factsheet |
Morningstar US Large-Mid Cap | Verenigde Staten | 1 ETF | 629 (31-05-2024) | The Morningstar US Large Mid Cap index tracks large and mid cap stocks of the US equity market. Index factsheet |
S&P 500® | Verenigde Staten | 21 ETFs | 500 | The S&P 500® index tracks the 500 largest US stocks. Index factsheet |
| ETF ISIN | Fund size in m EUR | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 UCITS ETF USD (Acc)IE00B5BMR087 | 91.643 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Vanguard S&P 500 UCITS ETF (USD) DistributingIE00B3XXRP09 | 40.910 | 0,07% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Invesco S&P 500 UCITS ETFIE00B3YCGJ38 | 23.913 | 0,05% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| iShares Core S&P 500 UCITS ETF USD (Dist)IE0031442068 | 16.704 | 0,07% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Vanguard S&P 500 UCITS ETF (USD) AccumulatingIE00BFMXXD54 | 14.761 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| SPDR S&P 500 UCITS ETF (Dist)IE00B6YX5C33 | 11.957 | 0,03% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Xtrackers MSCI USA UCITS ETF 1CIE00BJ0KDR00 | 7.779 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares S&P 500 Swap UCITS ETF USD (Acc)IE00BMTX1Y45 | 6.895 | 0,05% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| HSBC S&P 500 UCITS ETF USDIE00B5KQNG97 | 6.497 | 0,09% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Amundi S&P 500 II UCITS ETF AccLU1135865084 | 5.504 | 0,05% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| Invesco MSCI USA UCITS ETFIE00B60SX170 | 5.356 | 0,05% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| Xtrackers S&P 500 Swap UCITS ETF 1CLU0490618542 | 5.152 | 0,15% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| SPDR S&P 500 UCITS ETF (Acc)IE000XZSV718 | 4.857 | 0,03% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Xtrackers S&P 500 Swap UCITS ETF 1DLU2009147757 | 4.774 | 0,07% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| Xtrackers MSCI USA Swap UCITS ETF 1CLU0274210672 | 4.606 | 0,15% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| Amundi ETF S&P 500 UCITS ETF USDLU1681049018 | 3.999 | 0,15% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| Invesco S&P 500 UCITS ETF DistIE00BYML9W36 | 3.980 | 0,05% p.a. | Distribueren | Ierland | Niet-gefinancierde swap | |
| Amundi S&P 500 II UCITS ETF EUR DistLU0496786574 | 3.146 | 0,05% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| Amundi S&P 500 II UCITS ETF USD DistLU0496786657 | 2.740 | 0,05% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| Amundi S&P 500 UCITS ETF EUR (C)LU1681048804 | 2.662 | 0,15% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-accIE00BD4TXS21 | 1.739 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA UCITS ETF (Acc)IE00B52SFT06 | 1.451 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares S&P 500 Swap UCITS ETF USD (Dist)IE000D3BWBR2 | 1.185 | 0,05% p.a. | Distribueren | Ierland | Niet-gefinancierde swap | |
| iShares Dow Jones Industrial Average UCITS ETF (Acc)IE00B53L4350 | 1.127 | 0,33% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA Swap UCITS ETF USD (Acc)IE0002W8NB38 | 1.052 | 0,07% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-disIE00B77D4428 | 1.028 | 0,07% p.a. | Distribueren | Ierland | Volledige replicatie | |
| UBS ETF (IE) S&P 500 UCITS ETF (USD) A-disIE00B7K93397 | 816 | 0,09% p.a. | Distribueren | Ierland | Volledige replicatie | |
| UBS ETF (LU) MSCI USA UCITS ETF (USD) A-disLU0136234654 | 624 | 0,14% p.a. | Distribueren | Luxemburg | Volledige replicatie | |
| Amundi Dow Jones Industrial Average UCITS ETF DistFR0007056841 | 342 | 0,50% p.a. | Distribueren | Frankrijk | Niet-gefinancierde swap | |
| HSBC S&P 500 UCITS ETF USD (Acc)IE000JZ473P7 | 195 | 0,09% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Xtrackers S&P 500 UCITS ETF 4CIE000Z9SJA06 | 143 | 0,06% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Xtrackers MSCI USA UCITS ETF 1DIE00BK1PV445 | 140 | 0,07% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Amundi PEA Dow Jones Industrial Average UCITS ETF DistLU2572256662 | 107 | 0,45% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| HSBC MSCI USA UCITS ETF USDIE00B5WFQ436 | 39 | 0,30% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Lyxor Core US Equity (DR) UCITS ETF - DistLU1781540957 | 29 | 0,04% p.a. | Distribueren | Luxemburg | Volledige replicatie | |
| Invesco MSCI USA UCITS ETF DistIE00BK5LYT47 | 26 | 0,05% p.a. | Distribueren | Ierland | Niet-gefinancierde swap |
| Index | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| Dow Jones Industrial Average | 0,92% | 3,79% | 3,28% | 21,15% | 34,92% | |
| Morningstar US Large-Mid Cap | 1,15% | 1,20% | 5,82% | 28,51% | 39,59% | |
| MSCI USA | 1,13% | 1,21% | 6,17% | 28,57% | 40,59% | |
| S&P 500® | 1,12% | 1,18% | 6,41% | 28,66% | 43,73% |
| Index | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| Dow Jones Industrial Average | 11,92% | 11,41% | -1,72% | 30,21% | -0,06% | |
| MSCI USA | 19,85% | 22,33% | -14,74% | 37,19% | 10,70% | |
| Morningstar US Large-Mid Cap | 19,92% | 22,01% | -14,95% | 36,44% | 10,25% | |
| S&P 500® | 20,24% | 21,54% | -13,30% | 39,07% | 8,04% |
Source: justETF.com; As of 30-09-2024; Calculations in EUR based on the largest ETF of the respective index.
The best USA ETFs
by 1 year return
| 1 | Amundi S&P 500 II UCITS ETF Acc | 29,21% |
| 2 | Amundi S&P 500 II UCITS ETF EUR Dist | 29,21% |
| 3 | Amundi S&P 500 UCITS ETF EUR (C) | 29,10% |
The cheapest USA ETFs
by total expense ratio (TER)
| 1 | SPDR S&P 500 UCITS ETF (Acc) | 0,03% p.a. |
| 2 | SPDR S&P 500 UCITS ETF (Dist) | 0,03% p.a. |
| 3 | Lyxor Core US Equity (DR) UCITS ETF - Dist | 0,04% p.a. |
Alternative investment opportunities
USA indices on small and mid caps or equity strategies
Alternatively, you may consider indices on small and mid caps or equity strategies. Below, we selected 17 alternative USA indices, which are tracked by 39 ETFs as an example. The total expense ratio (TER) of ETFs on alternative USA indices is between 0,07% p.a. and 0,43% p.a..
| Index | Investment focus | Number of ETFs | Number of constituents | Short description |
|---|---|---|---|---|
| Dow Jones US Select Dividend | Verenigde Staten Dividend | 1 ETF | 100 | The Dow Jones US Select Dividend index tracks the companies with the highest dividend yield in the US. Index factsheet |
| FTSE RAFI US 1000 | Verenigde Staten Fundamental/Quality | 1 ETF | 1.000 | The FTSE RAFI US 1000 index tracks 1000 of the largest listed U.S. companies. The FTSE RAFI Index Series selects and weights index constituents using four fundamental factors, rather than market capitalisation. The factors are dividends, cash flows, sales and book value. Index factsheet |
| Foxberry Sustainability Consensus US | Verenigde Staten Sociaal/Milieu | 1 ETF | 431 (28-06-2024) | The Foxberry Sustainability Consensus US index tracks stocks from the US. Securities are selected according to sustainability criteria and EU directives on climate protection. Index factsheet |
| MSCI USA ESG Screened | Verenigde Staten Sociaal/Milieu | 2 ETFs | 541 (28-06-2024) | The MSCI USA ESG Screened index tracks US companies. The index excludes companies that are involved in businesses related to thermal coal, controversial weapons, tobacco and other controversial industries. Index factsheet |
| MSCI USA Enhanced Value | Verenigde Staten Waarde | 2 ETFs | 150 (28-06-2024) | The MSCI USA Enhanced Value index tracks the US value stocks. These are U.S. equities which are determined as value stocks using eight historical and forward-looking fundamental data points. Index factsheet |
| MSCI USA High Dividend Yield ESG Reduced Carbon Target Select | Verenigde Staten Dividend | 1 ETF | 93 (28-06-2024) | The MSCI USA High Dividend Yield ESG Reduced Carbon Target Select index tracks high dividend paying US stocks. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). The parent index is the MSCI USA index. Index factsheet |
| MSCI USA Momentum | Verenigde Staten Momentum | 2 ETFs | 125 (28-06-2024) | The MSCI USA Momentum index tracks stocks with a high price momentum from the United States. The index consists of titles that have experienced price increases over the past 6 and past 12 months with the assumption that increases will continue in the future. Index factsheet |
| MSCI USA SRI Select Reduced Fossil Fuels | Verenigde Staten Sociaal/Milieu | 2 ETFs | 176 (28-06-2024) | The MSCI USA SRI Select Reduced Fossil Fuels index tracks US stocks considering only companies with very high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective and avoiding companies incompatible with values screen or having exposure to fossil fuels through extraction and production activities, power generation activities or reserves ownership. The weight of each company is capped to 5%. Index factsheet |
| MSCI USA Small Cap ESG Enhanced Focus CTB | Verenigde Staten Small Cap | 1 ETF | 1.636 (28-06-2024) | The MSCI USA Small Cap ESG Enhanced Focus CTB index tracks US small cap stocks. Securities are selected and weighted according to sustainability criteria and EU directives on climate protection. The parent index is the MSCI USA Small Cap. Index factsheet |
| MSCI USA Value | Verenigde Staten Waarde | 1 ETF | 445 (30-09-2024) | The MSCI USA Value index tracks the US value stocks. These are U.S equities which are determined as value stocks using eight historical and forward-looking fundamental data points. Index factsheet |
| Nasdaq 100® | Verenigde Staten Technologie | 9 ETFs | 100 | The Nasdaq 100® index tracks a selection of 100 stocks chosen from among non-financial stocks listed on the NASDAQ stock exchange. Index factsheet |
| Russell 2000® | Verenigde Staten Small Cap | 6 ETFs | 2.000 | The Russell 2000® index tracks 2000 companies from the US small cap stocks. Index factsheet |
| S&P 500 Minimum Volatility | Verenigde Staten Lage volatiliteit/Risico-gewogen | 2 ETFs | 79 (28-06-2024) | The S&P 500 Minimum Volatility index tracks an optimized portfolio that includes a selection of stocks where volatility is among the lowest in the S&P 500. The S&P 500 index tracks large cap US stocks. Index factsheet |
| S&P 500® Equal Weight | Verenigde Staten Equal Weighted | 4 ETFs | 500 | The S&P 500® Equal Weight (EWI) index tracks large cap US stocks equally weighted with a fixed weight of 0.20%. Index factsheet |
| S&P High Yield Dividend Aristocrats | Verenigde Staten Dividend | 1 ETF | 133 (28-06-2024) | The S&P High Yield Dividend Aristocrats index tracks the stocks of the S&P Composite 1500 index that have increased dividends every year for at least 20 consecutive years. Index factsheet |
| S&P MidCap 400 | Verenigde Staten Mid Cap | 1 ETF | 400 | The S&P MidCap 400 index tracks 400 mid-sized US companies. Index factsheet |
| S&P SmallCap 600 | Verenigde Staten Small Cap | 2 ETFs | 600 | The S&P SmallCap 600 index tracks 600 small cap US stocks. Index factsheet |
| ETF ISIN | Fund size in m EUR | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| iShares Nasdaq 100 UCITS ETF (Acc)IE00B53SZB19 | 14.627 | 0,33% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1CIE00BLNMYC90 | 8.653 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA ESG Screened UCITS ETF USD (Acc)IE00BFNM3G45 | 7.574 | 0,07% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Invesco EQQQ Nasdaq-100 UCITS ETFIE0032077012 | 7.503 | 0,30% p.a. | Distribueren | Ierland | Volledige replicatie | |
| iShares MSCI USA SRI UCITS ETF USD (Acc)IE00BYVJRR92 | 5.020 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares Nasdaq 100 UCITS ETF (DE)DE000A0F5UF5 | 4.287 | 0,31% p.a. | Distribueren | Duitsland | Volledige replicatie | |
| SPDR S&P US Dividend Aristocrats UCITS ETFIE00B6YX5D40 | 3.612 | 0,35% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Amundi Nasdaq-100 II UCITS ETF AccLU1829221024 | 3.149 | 0,22% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| SPDR Russell 2000 US Small Cap UCITS ETFIE00BJ38QD84 | 3.112 | 0,30% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Invesco EQQQ Nasdaq-100 UCITS ETF AccIE00BFZXGZ54 | 2.499 | 0,30% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| SPDR S&P 400 US Mid Cap UCITS ETFIE00B4YBJ215 | 2.399 | 0,30% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares S&P 500 Equal Weight UCITS ETF USD (Acc)IE000MLMNYS0 | 2.354 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares S&P SmallCap 600 UCITS ETFIE00B2QWCY14 | 1.887 | 0,30% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| iShares Edge MSCI USA Value Factor UCITS ETFIE00BD1F4M44 | 1.773 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)IE00B3VWM098 | 1.682 | 0,43% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Xtrackers Russell 2000 UCITS ETF 1CIE00BJZ2DD79 | 1.332 | 0,30% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Amundi Nasdaq 100 UCITS ETF EUR (C)LU1681038243 | 1.304 | 0,23% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)IE00B6SPMN59 | 1.271 | 0,20% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| iShares MSCI USA Quality Dividend ESG UCITS ETF USD (Dist)IE00BKM4H312 | 879 | 0,35% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Xtrackers Nasdaq 100 UCITS ETF 1CIE00BMFKG444 | 823 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA ESG Screened UCITS ETF USD (Dist)IE00BFNM3H51 | 714 | 0,07% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Invesco Nasdaq-100 Swap UCITS ETF AccIE00BNRQM384 | 572 | 0,20% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| Amundi Russell 2000 UCITS ETF EUR (C)LU1681038672 | 436 | 0,35% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| iShares Edge MSCI USA Momentum Factor UCITS ETFIE00BD1F4N50 | 405 | 0,20% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Invesco FTSE RAFI US 1000 UCITS ETFIE00B23D8S39 | 404 | 0,39% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Invesco S&P 500 Equal Weight UCITS ETF AccIE00BNGJJT35 | 402 | 0,20% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI USA SRI UCITS ETF USD (Dist)IE00BZ173T46 | 398 | 0,20% p.a. | Distribueren | Ierland | Volledige replicatie | |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-disIE00B78JSG98 | 395 | 0,20% p.a. | Distribueren | Ierland | Volledige replicatie | |
| iShares Dow Jones US Select Dividend UCITS ETF (DE)DE000A0D8Q49 | 348 | 0,31% p.a. | Distribueren | Duitsland | Volledige replicatie | |
| Amundi Nasdaq 100 UCITS ETF USDLU1681038326 | 327 | 0,23% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| L&G US ESG Exclusions Paris Aligned UCITS ETF USD AccumulatingIE00BKLWY790 | 320 | 0,12% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| Invesco Russell 2000 UCITS ETF AccIE00B60SX402 | 182 | 0,25% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)IE00BD93YH54 | 100 | 0,20% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)IE00BFF5RX68 | 98 | 0,20% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Invesco S&P 500 Equal Weight UCITS ETF DistIE00BM8QRY62 | 95 | 0,20% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Invesco S&P SmallCap 600 UCITS ETF AIE00BH3YZ803 | 94 | 0,14% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| Amundi Russell 2000 UCITS ETF USDLU1681038839 | 93 | 0,35% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)IE00BFF5RZ82 | 17 | 0,20% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| iShares Russell 2000 Swap UCITS ETF USD (ACC)IE0007O06KL9 | 5 | 0,20% p.a. | Accumulerend | Ierland | Swap-gebaseerd |
| Index | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| MSCI USA Enhanced Value | 0,67% | 1,35% | -1,86% | 16,15% | 20,35% | |
| MSCI USA Small Cap ESG Enhanced Focus CTB | 0,26% | 3,90% | -0,36% | 17,79% | 12,81% | |
| S&P SmallCap 600 | -0,18% | 5,11% | 2,26% | 18,31% | 14,12% | |
| S&P MidCap 400 | 0,12% | 2,11% | -0,86% | 19,27% | 26,14% | |
| Russell 2000® | -0,31% | 4,34% | 1,24% | 19,37% | 7,74% | |
| MSCI USA SRI Select Reduced Fossil Fuels | 1,64% | 2,29% | 2,73% | 19,38% | 35,07% | |
| S&P High Yield Dividend Aristocrats | 1,05% | 7,34% | 5,41% | 19,42% | 33,36% | |
| S&P 500® Equal Weight | 1,28% | 4,64% | 2,68% | 21,30% | 28,92% | |
| MSCI USA Value | 0,70% | 4,74% | 4,11% | 21,95% | 35,04% | |
| Dow Jones US Select Dividend | 0,86% | 7,73% | 7,45% | 21,97% | 31,80% | |
| FTSE RAFI US 1000 | 0,36% | 2,79% | 2,83% | 22,72% | 39,36% | |
| S&P 500 Minimum Volatility | 0,67% | 2,82% | 6,18% | 24,39% | 36,84% | |
| MSCI USA High Dividend Yield ESG Reduced Carbon Target Select | 0,96% | 3,24% | 5,65% | 26,29% | 43,99% | |
| Nasdaq 100® | 1,53% | -2,47% | 6,14% | 29,49% | 42,94% | |
| MSCI USA ESG Screened | 1,36% | 1,26% | 6,44% | 30,25% | 42,74% | |
| Foxberry Sustainability Consensus US | 1,22% | 1,17% | 7,25% | 30,86% | 40,46% | |
| MSCI USA Momentum | 2,04% | -0,84% | 4,42% | 38,82% | 25,17% |
| Index | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| S&P SmallCap 600 | 7,41% | 11,40% | -11,57% | 36,77% | 1,30% | |
| MSCI USA Enhanced Value | 8,05% | 9,76% | -9,22% | 38,94% | -9,08% | |
| MSCI USA Small Cap ESG Enhanced Focus CTB | 8,30% | 11,62% | -11,80% | 28,78% | 8,16% | |
| Russell 2000® | 9,41% | 12,22% | -15,86% | 24,27% | 9,25% | |
| MSCI USA SRI Select Reduced Fossil Fuels | 11,55% | 19,50% | -13,62% | 41,34% | 15,68% | |
| S&P MidCap 400 | 11,57% | 11,76% | -8,28% | 34,46% | 3,41% | |
| S&P 500® Equal Weight | 13,24% | 9,40% | -6,50% | 39,68% | 2,67% | |
| S&P High Yield Dividend Aristocrats | 13,94% | -1,53% | 5,14% | 35,15% | -7,26% | |
| FTSE RAFI US 1000 | 15,35% | 11,19% | -2,27% | 41,52% | -1,80% | |
| Dow Jones US Select Dividend | 15,94% | -3,39% | 7,23% | 43,02% | -15,21% | |
| MSCI USA Value | 15,95% | 4,87% | -1,04% | 37,01% | -8,12% | |
| MSCI USA High Dividend Yield ESG Reduced Carbon Target Select | 17,45% | 9,96% | -0,65% | 31,03% | -7,62% | |
| Nasdaq 100® | 18,00% | 49,07% | -28,50% | 37,55% | 35,65% | |
| S&P 500 Minimum Volatility | 18,72% | 6,00% | -5,57% | 34,22% | -1,00% | |
| MSCI USA ESG Screened | 20,60% | 25,22% | -16,06% | 37,92% | 12,24% | |
| Foxberry Sustainability Consensus US | 20,70% | 25,52% | -18,15% | 37,09% | 14,76% | |
| MSCI USA Momentum | 28,51% | 5,21% | -12,65% | 21,84% | 18,22% |
Source: justETF.com; As of 30-09-2024; Calculations in EUR based on the largest ETF of the respective index.
North America indices with a large share of USA
Besides USA ETFs you may invest in ETFs on the North American stock market. In total, you can invest in 2 North America indices, which are tracked by 3 ETFs. The total expense ratio (TER) of ETFs on North America is between 0,10% p.a. and 0,40% p.a..
| Index | Investment focus | Number of ETFs | Number of constituents | Short description |
|---|---|---|---|---|
| FTSE North America | Noord-Amerika USA: 95.69% (30/11/2022) | 2 ETFs | 627 (28-06-2024) | The FTSE North America index tracks stocks from the USA and Canada. Index factsheet |
| MSCI North America | Noord-Amerika USA: 95.21% (30/11/2022) | 1 ETF | 678 (30-09-2024) | The MSCI North America index tracks stocks from developed North American countries (Canada and United States). Index factsheet |
| ETF ISIN | Fund size in m EUR | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| Vanguard FTSE North America UCITS ETF DistributingIE00BKX55R35 | 2.286 | 0,10% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Vanguard FTSE North America UCITS ETF (USD) AccumulatingIE00BK5BQW10 | 1.306 | 0,10% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| iShares MSCI North America UCITS ETFIE00B14X4M10 | 1.061 | 0,40% p.a. | Distribueren | Ierland | Volledige replicatie |
| Index | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| MSCI North America | 1,13% | 1,37% | 6,04% | 27,78% | 38,80% | |
| FTSE North America | 1,07% | 1,49% | 6,21% | 28,26% | 40,43% |
| Index | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| MSCI North America | 19,27% | 21,38% | -14,59% | 36,78% | 9,72% | |
| FTSE North America | 19,64% | 21,81% | -14,27% | 37,15% | 9,58% |
Source: justETF.com; As of 30-09-2024; Calculations in EUR based on the largest ETF of the respective index.
Global indices with a large share of USA
As further alternative you may invest in global stock markets. In total, you can invest in 7 global indices, which are tracked by 31 ETFs. The total expense ratio (TER) of ETFs on global indices is between 0,10% p.a. and 0,51% p.a..
| Index | Investment focus | Number of ETFs | Number of constituents | Short description |
|---|---|---|---|---|
| Dow Jones Global Titans 50 | Wereld USA: 82.20% (30/11/2022) | 1 ETF | 53 (28-06-2024) | The Dow Jones Global Titans 50 index tracks multinational companies traded on major exchanges worldwide. Index factsheet |
| FTSE Developed | Wereld USA: 66.94% (30/11/2022) | 2 ETFs | 2.072 (28-06-2024) | The FTSE Developed index tracks the largest stocks in developed markets across the world. Index factsheet |
| MSCI All Country World (ACWI) | Wereld USA: 61.65% (30/11/2022) | 2 ETFs | 2.687 (30-09-2024) | The MSCI All Country World Index (ACWI) tracks large- and mid-cap stocks from 23 developed and 24 emerging markets worldwide. Index factsheet |
| MSCI All Country World Investable Market (ACWI IMI) | Wereld USA: 60.72% (30/11/2022) | 1 ETF | 8.799 (30-09-2024) | The MSCI All Country World Investable Market Index (ACWI IMI) tracks stocks from 23 developed and 24 emerging markets worldwide. It covers securities across large, mid and small cap size segments. Index factsheet |
| MSCI World | Wereld USA: 69.17% (30/11/2022) | 23 ETFs | 1.410 (30-09-2024) | The MSCI World index tracks stocks from 23 developed countries worldwide. Index factsheet |
| MSCI World ex EMU | Wereld USA: 75.84% (30/11/2022) | 1 ETF | 1.189 (30-09-2024) | The MSCI World ex EMU index tracks stocks from 13 developed countries worldwide, excluding the European Monetary Union. Index factsheet |
| MSCI World ex Europe | Wereld USA: 84.09% (30/11/2022) | 1 ETF | 995 (30-09-2024) | The MSCI World ex Europe index tracks stocks from 8 developed countries worldwide, excluding Europe. Index factsheet |
| ETF ISIN | Fund size in m EUR | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| iShares Core MSCI World UCITS ETF USD (Acc)IE00B4L5Y983 | 79.246 | 0,20% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| iShares MSCI ACWI UCITS ETF USD (Acc)IE00B6R52259 | 15.019 | 0,20% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Xtrackers MSCI World UCITS ETF 1CIE00BJ0KDQ92 | 12.327 | 0,19% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| HSBC MSCI World UCITS ETF USDIE00B4X9L533 | 9.620 | 0,15% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| SPDR MSCI World UCITS ETFIE00BFY0GT14 | 8.352 | 0,12% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Amundi MSCI World II UCITS ETF DistFR0010315770 | 7.118 | 0,30% p.a. | Distribueren | Frankrijk | Niet-gefinancierde swap | |
| iShares MSCI World UCITS ETF (Dist)IE00B0M62Q58 | 6.832 | 0,50% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| Amundi MSCI World V UCITS ETF AccLU1781541179 | 6.032 | 0,12% p.a. | Accumulerend | Luxemburg | Volledige replicatie | |
| Invesco MSCI World UCITS ETF AccIE00B60SX394 | 5.075 | 0,19% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap | |
| Amundi MSCI World III UCITS ETF DistLU2572257124 | 4.816 | 0,20% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| Xtrackers MSCI World Swap UCITS ETF 1CLU0274208692 | 4.293 | 0,45% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| Amundi MSCI World UCITS ETF EUR (C)LU1681043599 | 4.021 | 0,38% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| Xtrackers MSCI World UCITS ETF 1DIE00BK1PV551 | 3.266 | 0,12% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| Vanguard FTSE Developed World UCITS ETF AccIE00BK5BQV03 | 3.045 | 0,12% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Vanguard FTSE Developed World UCITS ETF DistributingIE00BKX55T58 | 3.002 | 0,12% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| SPDR MSCI ACWI UCITS ETFIE00B44Z5B48 | 2.899 | 0,12% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| iShares Dow Jones Global Titans 50 UCITS ETF (DE)DE0006289382 | 2.218 | 0,51% p.a. | Distribueren | Duitsland | Geoptimaliseerde sampling | |
| Amundi MSCI World UCITS ETF UCITS ETF AccIE000BI8OT95 | 2.068 | 0,12% p.a. | Accumulerend | Ierland | Volledige replicatie | |
| SPDR MSCI ACWI IMI UCITS ETF USD Unhedged (Acc)IE00B3YLTY66 | 1.905 | 0,17% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Xtrackers MSCI World Swap UCITS ETF 1DLU2263803533 | 1.876 | 0,19% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-disLU0340285161 | 1.264 | 0,30% p.a. | Distribueren | Luxemburg | Volledige replicatie | |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-accIE00BD4TXV59 | 1.047 | 0,10% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| Amundi MSCI World UCITS ETF UCITS ETF DR - USD (D)IE000CNSFAR2 | 820 | 0,12% p.a. | Distribueren | Ierland | Volledige replicatie | |
| Amundi ETF MSCI World ex EMU UCITS ETF EUR (C)FR0010756114 | 716 | 0,35% p.a. | Accumulerend | Frankrijk | Niet-gefinancierde swap | |
| Amundi MSCI World ex Europe UCITS ETF EUR (C)LU1681045537 | 644 | 0,35% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| HSBC MSCI World UCITS ETF USD (Acc)IE000UQND7H4 | 583 | 0,15% p.a. | Accumulerend | Ierland | Geoptimaliseerde sampling | |
| iShares Core MSCI World UCITS ETF USD (Dist)IE000OHHIBC6 | 377 | 0,20% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-disIE00B7KQ7B66 | 358 | 0,10% p.a. | Distribueren | Ierland | Geoptimaliseerde sampling | |
| Amundi MSCI World UCITS ETF - EUR (D)LU2655993207 | 284 | 0,38% p.a. | Distribueren | Luxemburg | Niet-gefinancierde swap | |
| Amundi MSCI World UCITS ETF USD (C)LU1681043672 | 68 | 0,38% p.a. | Accumulerend | Luxemburg | Niet-gefinancierde swap | |
| iShares MSCI World Swap UCITS ETF USD (Acc)IE000F9IDGB5 | 30 | 0,20% p.a. | Accumulerend | Ierland | Niet-gefinancierde swap |
| Index | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| MSCI All Country World Investable Market (ACWI IMI) | 1,28% | 1,96% | 5,13% | 23,51% | 29,16% | |
| MSCI All Country World (ACWI) | 1,30% | 1,95% | 5,70% | 24,67% | 31,11% | |
| FTSE Developed | 0,75% | 1,69% | 5,18% | 25,00% | 33,68% | |
| MSCI World | 0,83% | 1,69% | 5,26% | 25,35% | 34,54% | |
| MSCI World ex EMU | 0,99% | 2,03% | 5,91% | 25,97% | 35,34% | |
| MSCI World ex Europe | 1,27% | 2,06% | 6,03% | 26,86% | 35,90% | |
| Dow Jones Global Titans 50 | 0,61% | -1,49% | 7,54% | 32,16% | 46,51% |
| Index | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| MSCI All Country World Investable Market (ACWI IMI) | 16,16% | 16,89% | -12,42% | 28,11% | 5,60% | |
| FTSE Developed | 16,33% | 19,54% | -12,98% | 31,08% | 6,39% | |
| MSCI All Country World (ACWI) | 17,09% | 18,11% | -13,12% | 28,60% | 5,86% | |
| MSCI World | 17,34% | 19,55% | -12,96% | 32,10% | 6,13% | |
| MSCI World ex EMU | 18,12% | 19,48% | -12,99% | 31,77% | 6,72% | |
| MSCI World ex Europe | 18,77% | 20,22% | -13,67% | 32,20% | 8,40% | |
| Dow Jones Global Titans 50 | 24,54% | 32,00% | -21,45% | 36,22% | 10,61% |
Source: justETF.com; As of 30-09-2024; Calculations in EUR based on the largest ETF of the respective index.