The best IPO ETFs
How to invest in IPOs using ETFs
How do I invest in stocks that have been listed recently?
An initial public offering (IPO) marks the first listing of shares of a company on a stock exchange. New or existing shares are listed on the stock exchange to be traded there in the future. Depending on the sector and the market period, investors hope for an increase in share prices right from the start. For almost all stock market indices the IPO event is not relevant: Usually, stocks are included in an index at least a few months after the IPO, and often in multiple stages and not at once. By doing so, index providers try to avoid the initial phase of orientation and high volatility.A few index providers nevertheless offer access to shares that are in the early listing phase after the IPO. Participation in the subscription of new shares even before the IPO is not possible for passive investment instruments, though.
In this investment guide, you will find all ETFs that focus on IPOs.
IPOX Schuster US 100 performance
IPO ETFs in comparison
When choosing an IPO ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all IPO ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.
Compare all IPO ETFs in detail
Compare all IPO ETFs in a chart
| Provider ISIN | Fund size in m GBP | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| First Trust US IPO Index UCITS ETF AccIE00BYTH6238 | 6 | 0.65% p.a. | Accumulating | Ireland | Full replication | |
| First Trust IPOX Europe Equity Opportunities UCITS ETF AccIE00BFD26097 | 1 | 0.65% p.a. | Accumulating | Ireland | Full replication |
Source: justETF.com; As of 20/11/2024
Return comparison of all IPO ETFs
The table shows the returns of all IPO ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.
| ETF | 1 month in % | 3 months in % | 6 months in % | 1 year in % | 3 years in % | |
|---|---|---|---|---|---|---|
| First Trust US IPO Index UCITS ETF Acc | 4.66% | 10.42% | 9.03% | 35.87% | -8.65% | |
| First Trust IPOX Europe Equity Opportunities UCITS ETF Acc | 0.42% | -0.18% | 5.02% | 25.78% | -9.75% |
| ETF | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| First Trust IPOX Europe Equity Opportunities UCITS ETF Acc | 14.62% | 8.43% | -27.45% | - | - | |
| First Trust US IPO Index UCITS ETF Acc | 13.66% | 15.35% | -27.66% | 4.69% | 42.71% |
Source: justETF.com; As of 31/10/2024; Calculations in GBP including dividends