New Zealand eXchange's ETFs Portfolio for 2022

2022 YTD Performance: -11.07% (benchmark Vanguard VT ETF: -23.03%, my own passive portfolio: -10.77%)

Performance of NZX's ETFs-based passive investment portfolio for 2022: -0.04% in September and -11.07% YTD (as of 06 Oct 2022)

25% IN DEVELOPED MARKETS

  • The Smartshares Global Equities ESG ETF (Ticker ESG) invests in the iShares Core MSCI World ex Australia ESG Leaders ETF, which aims to track the return on the MSCI World Ex Australia Custom ESG Leaders Index, before fees and expenses.
Expense ratio: 0.54% per year.

Performance: -11.62% YTD

25% IN NEW ZEALAND

  • The Smartshares S&P/NZX 50 ETF (ticker NZG) is designed to track the return on the S&P/NZX 50 Index. 
Expense ratio: 0.20% per year.  

Performance: -14.83% YTD

25% IN AUSTRALIA

  • The Smartshares S&P/ASX 200 ETF (ticker AUS) is designed to track the return on the S&P/ASX 200 Index (in NZD). The S&P/ASX 200 Index is made up of 200 of the largest companies listed on the ASX
Expense ratio: 0.30% per year. 

Performance: -3.21% YTD

25% IN EMERGING MARKETS

  • The Smartshares Emerging Markets Equities ESG ETF (ticker EMG) invests in the iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc), which is designed to track the return on the MSCI EM IMI ESG Screened Index. 
Expense ratio: 0.59% per year.
 
Performance: -12.45% YTD

WHAT ARE ETFs AND WHAT ARE THE ADVANTAGES?

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