Useful ETFs

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. Please share any notable omissions/comments/corrections in the comments.

Sector ETF name Ticker Annual costs Annual yield
Equities – World
Vanguard FTSE All-World UCITS ETF VWRL 0.25% 2.2%
Equities – UK
iShares FTSE100 UCITS ETF ISF 0.07% 3.1%
Vanguard FTSE100 UCITS ETF VUKE 0.09% 3.5%
iShares FTSE250 UCITS ETF MIDD 0.40% 2.4%
Vanguard FTSE250 UCITS ETF VMID 0.10% N/A
iShares UK Dividend UCITS ETF IUKD 0.40% 4.3%
Equities – USA
Vanguard S&P500 ETF NYSE:VOO 0.05% 1.9%
S&P S&P500 ETF NYSE:SPY 0.09% 1.9%
HSBC S&P500 UCITS ETF HSPX 0.09% 1.6%
iShares S&P500 ETF LSE:IUSA ; NYSE:IVV 0.40% 1.0%
Vanguard Total Stock Market ETF NYSE:VTI 0.05% 1.8%
Vanguard Small Cap Value ETF NYSE:VBR 0.09% 1.9%
Equities – Australia
iShares MSCI Australia 200 ETF ASX:IOZ 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% 11.7% (one-off; normally ~6%)
Equities – other International
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 Emerging Index UCITS ETF VFEM 0.25% 2.3%
HSBC MSCI Emerging Markets UCITS ETF HMEF 0.60% 1.9%
Fixed income – UK
iShares Core UK Gilts UCITS ETF IGLT 0.20% 2.1%
iShares £ Index-Linked Gilts UCITS ETF INXG 0.25% 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
Vanguard Total Bond Market ETF BND 0.07% 2.0%
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
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 Euro High Yield Corporate Bond UCITS ETF IHYG 0.50% 4.6%
iShares Emerging Markets High Yield Bond EMHY 0.55% 4.9%

6 Comments on “Useful ETFs”

  1. Dom says:

    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!

      Like

      • Theta says:

        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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  2. 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

    Liked by 1 person


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