2020년 수익률 기준 Top 10 ETF (Feat. 캐시우드 Ark Investment)

2020년 수익률 기준 TOP 10 ETF

 

2020년은 Clean Energy 와 Emerging Tech 관련된 Index Fund들이 가장 높은 수익률을 기록한 해였다. 수익률 Top 10 Indux Fund(Non-Leveraged Fund) 중 7개가 Clean Energy와 관련된 Index였으며, 2개가 Emerging Tech관련, 1개가 Bio관련된 Index였다. 

회사별로 분류하면 Invesco, ARK Investment Management가 각각 3개씩 Top 10안에 들었으며, 그 외 Ishare, ALPS, State Street, First Trust에서 각각 1개씩의 Index Fund가 수익률 Top 10안에 들었다.

 

10. ARK Next Generation Internet ETF

• Ticker: ARKW
• 1-Year Return: 164.73%   
• Fund Type: Global/Intl. Equities
• Issuer: Ark Investment Management
• Inception: 9/30/2014
• Expense Ratio:  
• AUM: $2.4 B

    Top 10 Holdings (As of 1/8/2021)

1. Tesla Inc
2. Roku Inc
3. Grayscale Bitcoin Trust (BTC)
4. Square Inc - A
5. Teladoc Health Inc
6. Spotify Technology SA
7. Tencent Holdings Ltd – UNS ADR
8. Pure Storage Inc –A
9. Facebook Inc - A
10. Snap Inc - A                       

 

9. ALPS ETF Trust – ALPS Clean Energy ETF

• Ticker: ACES
• 1-Year Return: 173.50%
• Fund Type: U.S Equities
• Issuer: ALPS
• Inception: 6/27/2018
• Expense Ratio: 0.65%
• AUM: $926.59M

   Top 10 Holdings (As of 1/8/2020)

1. Plug Power Inc
2. Enphase Energy Inc
3. Sunrun Inc
4. Tesla Inc
5. Cree Inc
6. First Solar Inc
7. Ballard Power System Inc
8. Brookfield Renewable Partners LP
9. Universal Display Corp
10. NextEra Energy Partners Corp

 

8. Invesco Global Clean Energy Portfolio ETF

• Ticker: PBD
• 1-Year Return: 175.67%
• Fund Type: Global/Int. Equities
• Issuer: Invesco
• Inception: 6/13/2007
• Expense Ratio: 0.75%
• AUM: $163.80M

   Top 10 Holdings (As of 1/8/2020)

1. ReneSola Ltd ADR
2. Lithium Americas Corp
3. Eos Energy Enterprises Inc
4. Plug Power Inc
5. FuelCell Energy Inc
6. GreenPower Motor Co Inc
7.  Flat Glass Group Co Ltd
8.  Xinyi Solar Holdings Ltd
9. Sunrun Inc
10. Eolus Vind AB

                       

7. ARK Innovation ETF

• Ticker: ARKK
• 1-Year Return: 176.84%
• Fund Type: Alternatives
• Issuer: ARK Investment Management
• Inception: 10/30/2014
• Expense Ratio: 0.75%
• AUM: $20.25B

    Top 10 Holdings (As of 1/8/2020)

1. Tesla Inc
2. Roku Inc Class A
3. CRISPR Therapeutics AG
4. Square Inc A
5. Teladoc Health Inc
6. Invitae Corp
7. Zillow Group Inc C
8. Editas Medicine Inc
9. Proto Labs Inc
10. Spotify Technology SA

 

6. iShare S&P Global Clean Energy Index ETF

• Ticker: ICLN
• 1-Year Return: 180.14%
• Fund Type: Global/Intl. Equities
• Issuer: iShares
• Inception: 6/24/2008
• Expense Ratio: 0.46%
• AUM: $5.53B

   Top 10 Holdings (As of 1/8/2020)

1. Plug Power Inc
2. Enphase Energy Inc
3. Meridian Energy Ltd
4. Xinyi Solar Holdings Ltd
5. Contract Energy Ltd
6. Verbund AG
7. Siemens Gamesa Renewable Energy SA
8. Vestas Wind Systems
9. Orsted A/S
10. EDP Renovaveis SA

           

 

5. SPDR Series Trust - SPDR Kensho Clean Power ETF

• Ticker: CNRG
• 1-Year Return: 182.07%
• Fund Type: Global/Intl. Equities
• Issuer: State Street
• Inception: 10/19/2018
• Expense Ratio: 0.45%
• AUM: $260.96M

    Top 10 Holdings (As of 1/8/2021)

1. ReneSola Ltd ADR
2. Daqo New Energy Corp ADR
3. FuelCell Energy Inc
4. Plug Power Inc
5. Enphase Energy Inc
6. Sunrun Inc
7. TPI Composites Inc
8. Canadian Solar Inc
9. SunPower Corp
10. Ormat Technologies Inc

           

 

4. ARK Genomic Revolution Multi-Sector ETF

• Ticker: ARKG
• 1-Year Return: 217.86%
• Fund Type: Global/Intl. Equities
• Issuer: ARK Investment Management
• Inception: 10/13/2014
• Expense Ratio: 0.75%
• AUM: $2.3 B

    Top 10 Holdings (As of 1/8/2021)

1. Pacific Bioscience of California
2. Teladoc Health Inc
3. Twist Bioscience Corp
4. CRISPR Therapeutic AG
5. Fate Therapeutic Inc
6. Caredx Inc
7. Iovance Biotherapeutic Inc
8. Invitae Corp
9. Regeneron Pharmaceuticals
10. Exact Science Corp

 

3. First Trust Nasdaq Clean Edge Green Energy Index ETF

• Ticker: QCLN
• 1-Year Return: 225.61%
• Fund Type: U.S. Equities
• Issuer: First Trust
• Inception: 02/08/2007
• Expense Ratio: 0.60%
• AUM: $509.72M

    Top 10 Holdings (As of 1/8/2020)

1. Tesla, Inc
2. Enphase Energy, Inc
3. NIO Inc. (ADR)
4. Plug Power Inc
5. lbemarle Corporation
6. SolarEdgeTechnologies, Inc
7. Sunrun, Inc
8. Cree, Inc
9. ON Semiconductor Corporation
10. Brookfield Renewable Partners LP      

 

2. Invesco WilderHill Clean Energy Portfolio ETF

• Ticker: PBW
• 1-Year Return: 249.09%
• Fund Type: U.S. Equities
• Issuer: Invesco
• Inception: 03/03/2005
• Expense Ratio: 0.70%
• AUM: $2.77 Bn

    Top 10 Holdings (As of 1/8/2020)

1. ReneSola Ltd ADR
2. Lithium Americas Corp
3. Daqo New Energy Corp ADR
4. Eos Energy Enterprises Inc
5. Ormat Technologies Inc
6. Azure Power Global Ltd
7. GreenPower Motor Co Inc
8. Plug Power Inc
9. Tesla Inc
10. NIO Inc ADR

 

1. Invesco Solar Portfolio ETF

• Ticker: TAN
• 1-Year Return: 271.83%
• Fund Type: Global/Int Equities
• Issuer: Invesco
• Inception: 4/15/2008
• Expense Ratio: 0.69%
• AUM: $4.22 Bn

    Top 10 Holdings (As of 1/8/2020)

1. Enphase Energy Inc
2. Sunrun Inc
3. SolarEdge Technologies Inc
4. Xinyi Solar Holdings Ltd
5. First Solar Inc
6. Daqo New Energy Corp ADR
7. Scatec ASA Ordinary Shares
8. Hannon Armstrong Sustainable Infrastructure Capital Inc
9. Encavis AG
10. GCL-Poly Energy Holdings Ltd

 

단기간에 급성장한 ETF는 Market Return을 상회했을까?

 

INDEX	10-Year Return	5-Year Return
Invesco Solar ETF - TAN	97.66%	371.34%
Invesco WilderHill Clean Energy Portfolio ETF - PBW	171.13%	529.81%
First Trust NASDAQ Clean Edge Green Energy Index ETF - QCLN	439.79%	495.03%
ARK Genomic Revolution Multi-Sector ETF - ARKG	Less than 10-Year	524.66%
SPDR Series Trust - SPDR Kensho Clean Power ETF - CNRG	Less than 10-Year	Less than 5-Year
iShare S&P Global Clean Energy Index ETF - ICLN	172.25%	306.14%
ARK Innovation ETF - ARKK	Less than 10-Year	706.7%
Invesco Global Clean Energy Portfolio ETF - PBD	230.58%	309.64%
ALPS ETF Trust – ALPS Clean Energy ETF - ACES	Less than 10-Year	Less than 5-Year
ARK Next Generation Internet ETF - ARKW	Less than 10-Year	777.12%
S&P 500 INDEX	245.19%	103.07%

우선 10년이상 운영한 Fund중에서 S&P 500의 Return을 상회한 INDEX는 First Trust가 운용하는 NASDAQ Clean Edge Green Energy Index ETF 가 유일하다. 2020년 수익률 기준 Top 10개의 INDEX중 5년이상 Operating한 INDEX모두 최근 5년간 수익률은 모두 S&P 500보다 높았는데, 최근 5년은 급격히 Tech 및 Clean Energy관련 주식이 성장했던 시기와 맞물린다. 

또한 아직 운영기간이 10년이 되지 않은 INDEX들은 모두 Market Down Turn을 경험하지 못한 Fund들로, Market Down Turn에서 어떻게 움직이는지 지켜보는 것도 흥미로울 것 같다. 

또 한가지 참고할 만한 것은 운영기간 10년이상인 모든 Index들이 모두 5-Year기간 동안의 Return이 10-Year 기간 동안의 Return보다 높은데, 이는 앞선 5년간은 마이너스 성장을 기록했다는 말이 된다. 특히 5-Year Return과 10-Year Return의 차이가 많은 Index들은 마켓 상황에 따라 변동성이 더욱 큰 Index였음을 추론해 볼 수 있다.

 

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