Private Equity ETFs: Which is the best?
How to invest in private equity companies using ETFs
How do I invest in private equity companies with ETFs?
Private equity companies invest in companies that are not listed on the stock exchange. Such large and illiquid holdings are not directly investable for ETF investors. However, some large private equity companies are themselves listed companies and raise capital on the equity market. The stock price performance of such private equity companies depends largely on the performance of their investment portfolios, i.e. the shareholdings as well as the results of investment and exit.Such listed private equity companies can be aggregated in an index that underlies an ETF. In this investment guide, you will find all ETFs that allow you to invest in private equity companies.
S&P Listed Private Equity performance
Private Equity ETFs in comparison
When choosing a private equity 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 private equity ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.
Compare all private equity ETFs in detail
Compare all private equity ETFs in a chart
| Provider ISIN | Fund size in m GBP | TER in % | Use of profits | Fund domicile | Replication method | |
|---|---|---|---|---|---|---|
| iShares Listed Private Equity UCITS ETF USD (Dist)IE00B1TXHL60 | 877 | 0.75% p.a. | Distributing | Ireland | Full replication | |
| Xtrackers LPX MM Private Equity Swap UCITS ETF 1CLU0322250712 | 395 | 0.70% p.a. | Accumulating | Luxembourg | Unfunded swap | |
| FlexShares Listed Private Equity UCITS ETFIE0008ZGI5C1 | 223 | 0.40% p.a. | Accumulating | Ireland | Full replication |
Source: justETF.com; As of 21/12/2024
Return comparison of all private equity ETFs
The table shows the returns of all private equity 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 % | |
|---|---|---|---|---|---|---|
| FlexShares Listed Private Equity UCITS ETF | 9.15% | 20.31% | 23.57% | 46.20% | - | |
| iShares Listed Private Equity UCITS ETF USD (Dist) | 9.09% | 17.45% | 20.97% | 41.01% | 39.29% | |
| Xtrackers LPX MM Private Equity Swap UCITS ETF 1C | 9.52% | 16.17% | 17.62% | 40.12% | 28.83% |
| ETF | 2024 in % | 2023 in % | 2022 in % | 2021 in % | 2020 in % | |
|---|---|---|---|---|---|---|
| FlexShares Listed Private Equity UCITS ETF | 35.80% | 34.48% | -21.18% | - | - | |
| iShares Listed Private Equity UCITS ETF USD (Dist) | 30.82% | 31.32% | -20.37% | 43.54% | 1.95% | |
| Xtrackers LPX MM Private Equity Swap UCITS ETF 1C | 30.29% | 37.17% | -26.15% | 52.60% | 5.81% |
Source: justETF.com; As of 30/11/2024; Calculations in GBP including dividends