Exchange Traded Funds (ETFs) are the bedrock of my passive portfolio.
The list below is handy reference for some of the ETFs I have considered for my portfolio. All the ETFs below are physical (not derivative-based), unless otherwise noted, and the tickers are for trading in the UK (on LSE) unless noted. A couple of useful funds have snuck in too, please forgive me. Please share any notable omissions/comments/corrections in the comments.
| Sector | ETF name | Ticker | Annual costs | Annual yield |
|---|---|---|---|---|
| Equities – World | ||||
| Lyxor Core MSCI World | LCWL | 0.12% | ~1.9% | |
| SPDR MSCI World UCITS ETF | SWLD | 0.12% | ~1.9% | |
| HSBC FTSE All World Index Fund | 0.13% | ~1.9% | ||
| iShares Core MSCI World UCITS ETF | SWDA / IWDG | 0.20%/0.30% | n/a | |
| Vanguard FTSE All-World UCITS ETF | VWRL | 0.22% | ~1.9% | |
| iShares MSCI World SRI UCITS ETF | SUWS | 0.30% | 1.19% | |
| Equities – UK | ||||
| Lyxor Core UK Equity All-Cap ETF | LCUK | 0.04% | 3.8% | |
| iShares FTSE100 UCITS ETF | ISF | 0.07% | 3.1% | |
| UBS MSCI UK IMI Socially Responsible UCITS ETF | UKSR | 0.28% | 3.12% | |
| Vanguard FTSE100 UCITS ETF | VUKE | 0.09% | 3.5% | |
| Vanguard FTSE250 UCITS ETF | VMID | 0.10% | N/A | |
| iShares FTSE250 UCITS ETF | MIDD | 0.40% | 2.4% | |
| iShares UK Dividend UCITS ETF | IUKD | 0.40% | 4.3% | |
| Equities – USA | ||||
| Lyxor Core US Equity UCITS ETF | LCUS | 0.04% | 1.9% | |
| Vanguard S&P500 ETF | NYSE:VOO | 0.05% | 1.9% | |
| iShares S&P500 ETF | LSE:IUSA ; NYSE:IVV | 0.07% | 1.0% | |
| S&P S&P500 ETF | NYSE:SPY | 0.09% | 1.9% | |
| HSBC S&P500 UCITS ETF | HSPX | 0.09% | 1.6% | |
| iShares MSCI USA SRI UCITS ETF | SUUS | 0.20% | n/a | |
| Invesco Powershares NASDAQ 100 ETF | LSE:EQQQ | 0.30% | 0.4% | |
| iShares NASDAQ 100 ETF | LSE:EXXT (Euro) / CNX1 | 0.31% | 0.4% | |
| Vanguard Total Stock Market ETF | NYSE:VTI | 0.05% | 1.8% | |
| Vanguard Small Cap Value ETF | NYSE:VBR | 0.09% | 1.9% | |
| Equities – Australia | ||||
| Vanguard S&P/ASX 300 ETF | ASX:VAS | 0.14% | 4.7% | |
| iShares MSCI Australia 200 ETF | ASX:IOZ ; NYSE:EWA | n/a | 4.0% | |
| iShares MSCI Australia UCITS ETF | SAUS (in GBP; IAUS for USD version) | 0.50% | 0% (i.e. it’s acc) | |
| iShares S&P/ASX Dividend Opportunities ETF | ASX:IHD | 0.30% | 4.7% | |
| Vanguard MSCI Australian Small Companies Index ETF | ASX:VSO | 0.30% | 3.5% | |
| Equities – other International | ||||
| Lyxor Core EuroStoxx 600 UCITS ETF | MEUD | 0.07% | 0.0% | |
| HSBC Euro Stoxx 50 UCITS ETF | H50E | 0.15% | 2.3% | |
| iShares Euro Dividend UCITS ETF | IDVY | 0.40% | 2.1% | |
| Vanguard FTSE Developed Europe ex UK | VERX | 0.12% | n/a | |
| iShares Euro Total Market Value Large UCITS ETF | IDJV | 0.40% | 2.2% | |
| Vanguard FTSE Dev Asia Pac ex Japan UCITS ETF | VAPX | 0.22% | 2.75% | |
| Lyxor Core MSCI Japan UCITS ETF | LCJP | 0.12% | 1.4% | |
| Vanguard FTSE Japan UCITS ETF | VJPN | 0.19% | 1.41% | |
| HSBC MSCI Emerging Markets UCITS ETF | HMEF | 0.15% | 2.2% | |
| Vanguard FTSE Emerging Index UCITS ETF | VFEM | 0.22% | 3.1% | |
| Fixed income – UK | ||||
| Lyxor Core FTSE Actuaries UK Gilts ETF | GILS | 0.07% | 2.1% | |
| Lyxor FTSE Actuaries UK Gilts 0-5Y ETF | GIL5 | 0.07% | 3.0% | |
| Lyxor FTSE Actuaries UK Gilts 0-5Y ETF | GILI | 0.07% | 0.32% | |
| iShares Core UK Gilts UCITS ETF | IGLT | 0.07% | 2.2% | |
| iShares £ Index-Linked Gilts UCITS ETF | INXG | 0.10% | 2.0% | |
| iShares Core £ Corporate Bond UCITS ETF | SLXX | 0.20% | 2.6% | |
| iShares £ Ultrashort Corporate Bond UCITS ETF | ERNS | 0.20% | 0.3% | |
| Fixed income – USA | ||||
| iShares $ Treasury Bond UCITS ETF | GOVT | 0.07% | 0.8% | |
| Vanguard Total Bond Market ETF | BND | 0.07% | 2.0% | |
| Vanguard USD Treasuries ETF | VUTY | 0.12% | 1.5% | |
| Vanguard Long Term Government Bond ETF | VGLT | 0.12% | 2.7% | |
| Vanguard Long Term Corporate Bond ETF | NYSE:VCLT | 0.12% | 4.5% | |
| SPDR Barclays High Yield Corporate Bond | NYSE:JNK | 0.4% | 5.8% | |
| iShares $ High Yield Corporate Bond ETF | SHYU | 0.5% | 5.8% | |
| Fixed income – Australia | ||||
| Vanguard Australian Government Bond ETF | ASX:VGB | 0.20% | 2.6% | |
| iShares Composite Bond ETF | ASX:IAF | 0.24% | 4.5% | |
| iShares Treasury ETF | ASX:IGB | 0.26% | 4.2% | |
| Fixed income – other International | ||||
| Vanguard Total International Bond Index ETF | BNDX | 0.15% | 0.64% | |
| iShares JPM USD Emerging Markets Bond ETF | EMB | 0.40% | 4.9% | |
| iShares JPM USD Emerging Markets Bond ETF | SEMB | 0.45% | 4.9% | |
| iShares Euro High Yield Corporate Bond UCITS ETF | IHYG | 0.50% | 4.6% | |
| iShares Emerging Markets High Yield Bond | EMHY | 0.55% | 4.9% | |
Last (partially) updated 24 Feb 2023.
FIRE v London 
[…] Useful ETFs […]
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Any reason there’s no VWRL/global ETF’s? They look so promising to me, but I’m still waiting for my investment ISA account to come through, so any good reasons to avoid would be v. useful. I was looking to pile into VWRL with 100% of my ISA funds.
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Dom – you are right VWRL is a core holding – I have only recently cottoned onto it and will add it to my page forthwith. Thanks for the tip!
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How about SWDA? It has lower expense ratio. It doesn’t include EM, but you can have that plus VFEM and have essentially VWRL for 4bp/year less.
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these are really useful, thanks. meant to comment ages ago to say thanks but somehow forgot about it. just came back here today as am taking on retired mother-in-laws portfolio so am creating a passive portfolio suitable for her age and lifestyle using ETFs and/or index funds.
cheers
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[…] Useful ETFs […]
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Useful list. Thanks. I’d noticed the Lyxor UK Gilt ETFs a while back. Very low cost but sadly my platform (HSBC) won’t trade in them and “have no plans to do so”. I’ve gone with INXG and VGOV instead.
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Any particular reason you limit yourself to ETFs rather than opening up to OEICs/standard fund?
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No, not particularly. I find etfs easier to deal with because I can get real-time prices for my portfolio tracking etc. I do also use funds eg Vanguard UK Equity but less so and usually in the harder-to-administer accounts like my offshore bond.
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Very useful, especially for those of us who are making use of Hargreaves’ nicely capped fees for holding ETFs (and IVTs, for that matter) in an ISA or SIPP
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Hi there
Great blog for lots of resources
I also recently focused on European Bonds if this is helpful to your readers:
https://bankeronwheels.com/european-bond-etfs-international-bond-etfs/
Best,
Raph
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