What fund consistently beat the S&P 500?
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
- Linde plc (NYSE:LIN) 5-Year Share Price Returns as of November 16: 158% ...
- Casella Waste Systems, Inc. (NASDAQ:CWST) ...
- DexCom, Inc. (NASDAQ:DXCM) ...
- Arthur J. Gallagher & Co. ...
- Crocs, Inc. ...
- TFI International Inc. ...
- SPS Commerce, Inc. ...
- Axon Enterprise, Inc.
- Axon Enterprise. Few stocks have consistently delivered positive returns like Axon Enterprise (NASDAQ: AXON). ...
- The Trade Desk. ...
- Vertex Pharmaceuticals.
One example of stocks that have outperformed the S&P 500 over 10 years includes technology giants like Apple Inc. (AAPL), Amazon (AMZN), and Alphabet (GOOGL) (Google's parent company).
Yes, you may be able to beat the market, but with investment fees, taxes, and human emotion working against you, you're more likely to do so through luck than skill. If you can merely match the S&P 500, minus a small fee, you'll be doing better than most investors.
The $4.6 billion Invesco S&P MidCap Quality ETF XMHQ appears to be a solid alternative for investors who think the S&P 500 SPX is overvalued. Nick Kalivas, who heads Invesco's factor strategy for the firm's exchange-traded funds explained the stock-selection approach during an interview with MarketWatch.
| Ticker | Name | YTD Price Return |
|---|---|---|
| NVDA | NVIDIA Corp | 220.0% |
| VRT | Vertiv Holdings Co | 219.6% |
| PLTR | Palantir Technologies Inc | 212.3% |
| META | Meta Platforms Inc | 171.9% |
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
1. Berkshire Hathaway ($628,390) Berkshire Hathaway is the holding company of billionaire investor Warren Buffett. Berkshire Hathaway A shares (BRK.A) reached a high of $628,390 on March 20, 2024.1 The stock traded at $623,300 per share as of the intraday trading session on March 26, 2024.
How many mutual funds beat the S&P 500?
S&P Dow Jones Indices' scorecard compares the performance of actively-managed mutual funds to major indices. It found that over the course of one year, 51.08% of actively-managed mutual funds underperformed the S&P 500, and 48.92% of actively-managed funds outperformed the S&P 500.
| ELSS funds | 5-year-return (%) | Benchmark (%) |
|---|---|---|
| Mirae Asset ELSS Tax Saver Fund | 19.36 | 18.31 |
| Motilal Oswal ELSS Tax Saver Fund | 19.45 | 18.31 |
| Union ELSS Tax Saver Fund | 19.11 | 18.48 |
| Canara Robeco ELSS Tax Saver | 18.76 | 18.48 |
- Growth and Income Funds (Large Cap) These are the calmest of the growth stock mutual fund types. ...
- Growth Funds (Medium Cap) ...
- Aggressive Growth Funds (Small Cap) ...
- International Funds.
Average mutual fund return
For actively managed investments, particularly those with higher fees, it is difficult to consistently beat the index. In fact, it rarely happens. Most investors would be better served with a passive investment strategy.
The Ultimate Buy and Hold Strategy is an extremely effective way to “beat the market” if you regard the S&P 500 as “the market.” Better still, it doesn't require trying to choose individual stocks, predict the future or time the inevitable ups and downs of the stock market.
It is relatively common to beat the market for 1–3 years at a time. That can largely be explained by luck. But the data clearly shows that even professional fund managers are unable to beat the market consistently over a longer period of time, like 10–15 years.
The answer might not be as straightforward as it seems. According to extensive research, a staggering 94% of active fund managers do not beat the market.
The S&P 500 is all US-domiciled companies that over the last ~40 years have accounted for ~50% of all global stocks. By just owning the S&P 500 you miss out on almost half of the global opportunity set which is another ~10,000 public companies.
With a significant focus on high-performing sectors like Technology, Consumer Discretionary, and Health Care, the Nasdaq-100 has managed to outshine the S&P 500 by a considerable margin from December 31, 2007, to September 30, 2023.
SPY, VOO and IVV are among the most popular S&P 500 ETFs. These three S&P 500 ETFs are quite similar, but may sometimes diverge in terms of costs or daily returns. Investors generally only need one S&P 500 ETF.
What is the strongest ETF?
| Fund (ticker) | YTD performance | 5-year performance |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.4 percent | 15.0 percent |
| SPDR S&P 500 ETF Trust (SPY) | 10.4 percent | 15.0 percent |
| iShares Core S&P 500 ETF (IVV) | 10.4 percent | 15.0 percent |
| Invesco QQQ Trust (QQQ) | 8.6 percent | 20.7 percent |
Unlike a managed fund, an ETF does not aim to beat the index, but to match its performance, giving you potentially more predictable returns.
| S.No. | Name | CMP Rs. |
|---|---|---|
| 1. | Jai Balaji Inds. | 999.15 |
| 2. | SG Mart | 456.10 |
| 3. | Insolation Ener | 1518.00 |
| 4. | Waaree Renewab. | 1793.60 |
| Stock | 2024 return through March 31 |
|---|---|
| Arcutis Biotherapeutics Inc. (ARQT) | 206.8% |
| Janux Therapeutics Inc. (JANX) | 250.9% |
| Trump Media & Technology Group Corp. (DJT) | 254.1% |
| Super Micro Computer Inc. (SMCI) | 255.3% |
| Stock | Expected Change in Stock Price* |
|---|---|
| Tesla Inc. (TSLA) | 61% |
| Mastercard Inc. (MA) | 14.2% |
| Salesforce Inc. (CRM) | 7.2% |
| Advanced Micro Devices Inc. (AMD) | 11.3% |
