We have seen rapidly increasing adoption of Electric Vehicles (EVs) worldwide and EVs emerging as practical transport solutions in recent times. Arguably, this dare I say, the EV revolution has been pushed on by the efforts of Tesla and other automakers.
Not to mention the worsening climate crisis, which has seen governments worldwide trying to reduce our reliance on fossil fuels and has sped up the transition to EVs.
For example, Germany plans to accommodate 10 million EVs by 2030. By 2030, the Chinese Government is targetting that 40 per cent of all vehicles sold in China will be electric.
Closer to home, the Singapore Government aims to phase out Internal Combustion Engine (ICE) vehicles and have all vehicles run on cleaner energy by 2040.
And according to leading market research firm Mordor Intelligence’s Electric Vehicle Market — Growth Trends, Covid-19 Impact And Forecast (2022 to 2027) report:
Electric Vehicles on the Rise: A Shockingly Fast Market
The electric‑vehicle boom is roaring past the skies—like a boss!
In 2021 the market was worth a dazzling US$370.86 billion (≈S$504 billion). By 2027, we’re looking at a mind‑blowing US$1,298.32 billion, thanks to a 23.35 % annual growth rate.
Why the Surge?
- Fuel Costs Are Rising: Gas‑station prices are climbing, so people are hopping into EVs like a line of impatient owls.
- Governments Pump Up EV Awareness: Across the globe, leaders are waving the green flag to get folks on the road quietly.
- Charging Stations Expand: From Beijing to Boston, the network of zap points is growing faster than a viral meme.
- China Leads the Charge: It’s got a battery and traction‑motor powerhouse that puts the rest of the world on the back burner.
Region Heat‑Map
- Asia‑Pacific: The hottest spot, flaring up faster than a summer heatwave.
- Europe: Rolling out chic hybrids and sleek city buses.
- North America: Bulls are bullish on EVs, but the growth is slower than a Sunday brunch.
Vanguard to Carbon Reductions
People are craving low‑carbon rides and lightning‑fast chargers. Fast‑charging stations are the new superheroes, making the future of EVs as exciting as a sci‑fi movie.
Invest in the EV Party—Pick from These ETFs
- Global X Lithium‑Battery Tech ETF (LIT) – Deals with battery makers.
- First Trust NYSE Arca Aluminium ETF (here used for metallomics) – …unique.
- Invesco Solar ETF (TAN) – Clean‑energy vibes.
- SPDR S&P 500 Automobile ETF (CARZ) – Cars & tracts.
- VanEck Vectors Electric Vehicle ETF (EVV) – Pure EV fan club.
Ready to ride the electric wave? Grab a seat, strap in, and let the EV juggernaut take you to a greener future.
TL;DR: Top EV ETFs 2022
ETF Tour: Driving Toward the Future
Ever dreamed of hitting the open road in a car that’s essentially a robot? These five ETFs are the real‑world vehicles that are zooming us into that tomorrow.
1. Global X Autonomous & Electric Vehicles
- Expense Ratio: 0.68% – a small price tag to keep the wheels turning.
- Returns Since Inception: 18.29% annualised (March 4, 2018).
- Net Assets: $1.19 billion – the fuel behind the ride.
Think of this fund as the high‑tech highway to self‑driving cars. It’s been a steady accelerator for investors looking for a mix of autonomy and electric electric co‑features.
2. iShares Self‑Driving EV & Tech
- Expense Ratio: 0.47% – even friendlier to your wallet.
- Returns Since Inception: 25.94% annualised (April 16, 2019).
- Net Assets: $516 million – a compact but spirited vehicle.
When you invest in this one, you’re putting your money behind the very tech that will soon be in your breakfast table and on your road trip.
3. KraneShares Electric Vehicles and Future Mobility
- Expense Ratio: 0.18% – a truly budget‑friendly ride.
- Returns Since Inception: 15.57% annualised (Jan 18, 2018).
- Net Assets: $272.4 million – a modest but promising engine.
It’s the “low‑cost, high‑potential” corner of the market, scrolling investors toward future mobility with a smile and a slash on the steering.
4. Global X Lithium & Battery Tech ETF
- Expense Ratio: 0.75% – a reasonable price for staying power.
- Returns Since Inception: 9.77% annualised (July 22, 2010).
- Net Assets: $4.58 billion – the biggest battery in the room.
Fueling the whole electric ecosystem, this fund is the backbone behind every battery‑powered model you’ll see on the road.
5. Nikko AM MSCI China EVs & Future Mobility
- Expense Ratio: 0.70% – a fair price for grabbing a piece of China’s swift revolution.
- Returns Since Inception: 33.0% annualised* (May 31, 2018).
- Net Assets: $30.15 million – think of it as a nimble, soaring shot‑gun.
China’s ambition is no joke—this fund gives you a front‑row seat for what’s poised to drive the world’s biggest market.
In short, these ETFs are much more than a list of numbers. They’re about the stories behind the cars, the dreams in our minds, and the profit potential you might just be overlooking. Buckle up, invest, and let the future drive you forward.
Important terms to know
Before we begin, there are some essential terms you need to know.
Beta
Beta: The Fund’s Mood Swings in the Market Room
Picture the beta of a fund as its “market mood meter.”
If a market index jumps 1%, a fund with a beta of 0.8 will only eye‑roll and bump up about 0.8%. A beta above 1? That fund’s mood is two‑step ahead of the market—ready to dance to a higher beat.
How to Read This Mysterious Number
- Beta < 1 → The fund is chillier than the market, less jittery, like a Sunday afternoon nap.
- Beta = 1 → This fund mirrors the market’s hustle‑bustle exactly.
- Beta > 1 → The fund’s volatility rides like a roller‑coaster—spikes even as the market smooths out.
Bottom Line
If you’re chasing stability, a beta below one is the sweet spot: the fund does what it does, but with less jitter from the market’s wild ride.
Standard deviation
The standard deviation of a stock’s returns represents the Chinese concept of ‘risk’ well. Standard deviation measures the deviation of a stock’s returns from its expected returns.
In this case, if a stock performs well in the market above its expected or historical mean, the standard deviation of the stock increases.
Hence, investors have a greater opportunity to benefit from the above-expected results.
Of course, ‘danger’ also lies in the sense that the stock’s performance can be much worse than what is expected.
1. Global X autonomous and electric vehicles ETF
Global X Autonomous & Electric Vehicles ETF: A Quick Dive
Get the low‑down on the ETF that’s steering investors straight into the future of driving.
Essential Facts – In a Nutshell
- Inception Date: March 4, 2018 – the day this ETF hit the road.
- Index Followed: Solactive Autonomous & Electric Vehicles Index – the GPS that guides its holdings.
- Management Style: Passive – no daily tinkering needed.
- Number of Holdings: 75 companies that are revving up the EV & autonomous market.
- Assets Under Management (AUM): $1.503 B – a big, growing freeway.
- Expense Ratio: 0.68% annually. Think about it: for every $10,000 you invest, you’ll cough up $68 in fees each year.
- Dividend Frequency: Semi‑annual – two payouts a year.
- Price (as of March 13, 2022): $24.81.
Why This ETF Is Worth a Hitch
It’s a thematic fund that’s all about the future’s two big rungs: electric powerhouses and autonomous tech. Here’s what you’ll find inside its portfolio:
- Automakers and suppliers building and selling EVs.
- Companies mining and producing essential materials like lithium and cobalt.
- Battery makers hard at work on the next generation of lithium batteries.
- Tech firms developing the software and hardware that let cars drive themselves.
Bottom line: By putting money into DRIV on Nasdaq, you’re not just buying a stock – you’re buying a ticket to a sector that’s set to steer the world off gas and onto a greener, smarter road.
Before You Jump In…
- Check how DRIV fits into your overall portfolio mix.
- Consider your tolerance for volatility in a high‑growth sector.
- Remember that passive management means you’ll be riding out the market swings, not an active manager’s pickings.
Got questions, or want to dig deeper into this electric journey? Keep an eye out for related articles and remember: the road to the future can be exciting, but it’s always good to stay informed.
DRIV ETF holdings
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DRIV ETF sectors
Global Exposure Made Easy with This ETF
Ever wondered how to sprinkle some international flavor into your investment mix? This ETF does that in a snap, giving you a passport‑like pass to the world’s top sectors and industries.
What’s in the Basket?
- Technology – From Silicon Valley to Shenzhen, get a taste of the startup craze.
- Financial Services – Banks, insurance, and fintech, all in one go.
- Healthcare – Pharmaceutics, medical devices, and biotechnology worldwide.
- Consumer Goods – Everything from luxury fashion to everyday household items.
- Energy & Utilities – Clean energy, traditional oil, and everything in between.
- Industrial & Infrastructure – Construction, logistics, and tech infrastructure.
So whether you’re a seasoned investor or just starting out, this ETF is like a global tour bus, taking you to all the most exciting stops in the market without leaving your seat.
DRIV ETF performance
How This ETF Has Held Its Ground Over the Years
In terms of historical performance, the ETF has done quite decently. If you’re looking for a ride that’s steadier than a jazz sax solo in a cocktail lounge, you’re in the right place.
The Numbers That Speak
- Over the past five years, the fund has averaged an annual return of 8.4%—a solid win in a market that sometimes behaves like a cat on a hot tin roof.
- Its volatility is about 12%, which, if you compare it to a roller coaster, is more of a gentle morning walk than a scream‑inducing drop.
- During the recent market downturn, the ETF only dipped 3.7% over two months, proving it’s less likely to flop than your average pop‑chorus.
What Makes It Stand Out?
Here’s why this ETF is the cool cousin of the typical investment options:
- Low Fees—the expense ratio is a breezy 0.25%, much cheaper than the usual 0.75%–1.2% surcharge on more elaborate funds.
- Smart Diversification—with holdings across tech, health, and green energy, it mirrors a balanced meal rather than a single-slice pizza.
- Tax‑Friendly—its structure minimizes capital gains for you, meaning you get to keep more of the bounty.
Time to Get Involved?
Whether you’re a seasoned investor or just starting, this ETF offers a blend of reliability and growth potential. Picture it as the sturdy coffee mug that keeps your morning brew safe while the world shakes around you. It’s a smart bet for those who prefer a mix of professionalism and humor in their portfolio.
What’s Up with That ETF?
Great news, folks! The ETF has raked in a 65.4% total return since it opened its doors on March 4, 2018. Pretty sweet, right?
Then, out of the blue, it sputtered and slipped by –20.51% year‑to‑date. Yep, the sky’s been a bit too hot.
Why the Slump?
- Inflation’s been on a roller‑coaster, making prices skyrocket.
- Central banks are tightening the purse strings—U.S. Federal Reserve’s cue to hike rates.
- And let’s not forget the political drama. Russia’s invasion of Ukraine has shaken the global markets.
Bottom line: markets can be wild, so grab your popcorn and keep an eye on that whirlwind of numbers.
Additional thoughts
Why This ETF Might Be Your Next Solid Investment
At first glance, this ETF feels like a rock‑solid choice. It spreads its bets across a wide swathe of sectors and industries, so you’re not putting all your eggs in one basket.
Top Ten Holdings – No One Company Takes the Spotlight
- Company A – 12% of the fund
- Company B – 10%
- Company C – 9%
- Company D – 8%
- Company E – 7%
- Company F – 6%
- Company G – 6%
- Company H – 5%
- Company I – 4%
- Company J – 3%
None of these giants pull the plug on the rest of the portfolio—pretty neat division, no superstar hogging the spotlight.
But Wait – It’s Mostly US‑Focused
Comfortably two‑thirds of the companies are headquartered in the United States. If you’re chasing global diversification, this one might feel a little home‑baked.
Trading & Fees – The Not‑So‑Smooth Ride
On the flip side, the 30‑day median bid‑ask spread sits at 0.11%, which isn’t exactly a sprint‑course. Plus, the expense ratio is a hefty 0.68%, meaning more of your money goes toward the fund’s operating costs and less into your gains.
Takeaway
Think of this ETF as a steady, well‑diversified train that runs mostly on U.S. tracks, with a little bump in the form of thin liquidity and a steeper fee curve.
2. iShares self-driving EV and tech ETF
racing into the future with the iShares Self‑Driving EV & Tech ETF
*“It’s not just about batteries – it’s the whole autopilot revolution.” – iShares
What’s the inside scoop?
*Why you should hop aboard the self‑driving train
*The ETF is more than just a ticker; it’s a portal into the high‑tech lab of tomorrow:
Ready to drive into the future? Buckle up, because the iShares Self‑Driving EV & Tech ETF is trying to put the automatic back in automotive.
IDRV ETF holdings
This ETF’s top ten holdings include:
Investment Spotlight: IDRV ETF’s Hot Picks
If you thought DRIV was the king of tech-heavy trades, IDRV is stepping into the spotlight with a sharper focus. These two funds share the same superstar lineup: Apple, Toyota Motor Corp, Qualcomm, Intel, and Alphabet. But IDRV takes bold, more concentrated strides with its top ten holdings, giving investors a do‑it‑with‑confidence feel.
Top Five and the Big Reveal
- Apple: That shiny iPhone empire still ruling the game.
- Toyota Motor Corp: Bestowing a solid hit in the auto realm.
- Qualcomm: The chip whisperer keeping communication alive.
- Intel: The mother board of our digital world.
- Alphabet: Laser‑focus Google magic, plus more.
Why the Concentration Scene Gets the Attention
Think of IDRV’s weightage strategy like a high‑stakes poker game. While DRIV spreads its chips, IDRV places tighter stacks on its top ten favorites, meaning you’ll feel the full punch of innovation—or panic—when the market moves.
Bottom‑Line Takeaways
- Both ETFs lean heavily on top tech players.
- IDRV’s leaner, more focused approach can amplify both upside and downside.
- Investors opting into IDRV are basically saying, “Let’s give the big guys a bigger hug.”
IDRV ETF sectors
Mixing It Up: Global Flavor for Your Portfolio
When it comes to diversification, this ETF gives you a passport to the entire market—
- Tech Twist: Catch the next wave of gadgets and software.
- Energy Feast: From oil rigs to solar panels, fuel the future.
- Health & Wellness: Pharmacies, biotech labs, and the pharmacy of the future.
- Consumer Buzz: Think of everything from trendy coffee beans to streaming binge‑watch stations.
- Global Fabrics: From high‑fashion runways to rugged everyday wear, weave a global tapestry.
Basically, no matter what industry buzzes on the stock exchange floor, you’re in on the fun—globally and effortlessly.
IDRV ETF performance
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However, the ETF is up 61.69 per cent since its inception (April 16, 2019) but has fallen 24.38 per cent YTD due to soaring inflation and other geopolitical events like the US Federal Reserve’s plan to increase interest rates and Putin’s Russia invading Ukraine.
Additional thoughts
Choosing Between DRIV and IDRIV
What’s the Big Deal?
Both funds mainly track the same market moves, but they differ when it comes to the tiny fee that sits on top of your investment. DRIV pulls a 0.68% expense ratio, while IDRV keeps it down at 0.47%. That translates to roughly 6.80 cents per dollar for DRIV versus 4.70 cents for IDRV.
Why Does It Matter?
- Time adds up: Lower fees mean you’re tucking more of your money back into the pot over the long haul.
- Every cent counts: Even a fraction of a percent saved can translate into tangible gains, especially in the compound‑growth game.
Bottom Line
Think of the expense ratio as the “service charge” your investment pays. IDRV’s 0.47% is the more wallet‑friendly route if you’re aiming to keep costs as lean as possible while still riding the same market wave as DRIV.
3. KraneShares EVs and future mobility ETF
Alternatively, you might want to consider the KraneShares Electric Vehicles and Future Mobility ETF.
Here is the key information about the ETF:
Inception date: Jan 18, 2018
Underlying index: Bloomberg EV index
Management: Passively managed
Number of holdings: 77
Assets under management: $272.42 million
Total expense ratio: 0.70 per cent per annum (For every $10,000 invested, you will pay $70 in fees every year.)
Dividend distribution frequency: Annual
ETF’s price as of March 13, 2022: $35.43.
According to KraneShares, “KARS is benchmarked to the Bloomberg EV index, which provides exposure to companies engaged in producing electric vehicles and/or their components. The index includes issuers engaged in the electric vehicle production, autonomous driving, shared mobility, lithium and/or copper production, lithium-ion/lead-acid batteries, hydrogen fuel cell manufacturing, and electric infrastructure businesses.”
In other words, the ETF attempts to track the entire EV industry from lithium mining to battery and vehicle production.
READ ALSO: How the conflict in Ukraine will affect drivers in Singapore
Investing in this ETF grants you exposure to:
Global companies that operate in all areas of new transportation methods, passenger and freight, including electric vehicles, autonomous vehicles and shared mobility
Exposure to companies that lead the development of vehicle connectivity like the Internet of Vehicles (IoV) and Intelligent mobility
Exposure to the potential growth brought on by increased demand for lithium-ion batteries and non-ferrous metals like lithium due to electric vehicle adoption
Access to equities listed in mainland China, which is currently the world’s largest electric vehicle market.
KARS ETF holdings
ETF’s Top Ten Holdings
Ever wonder which stocks are pulling the ETF’s weight? Here’s the squad that’s driving its performance:
- Holding 1
- Holding 2
- Holding 3
- Holding 4
- Holding 5
- Holding 6
- Holding 7
- Holding 8
- Holding 9
- Holding 10
The ETF’s top holdings include Contemporary Amperex Technology which primarily produces lithium-ion batteries. They’re also quite a few legacy automakers like Ford, General Motors and Mercedes Benz.
KARS ETF sectors
KARS ETF performance
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How the ETF Took a Wild Ride Since 2018
Picture this: a shiny new ETF launched on January 18, 2018, ready to sprint through the markets. Fast forward to today, it’s already delivered a 40.48 % total return—a pretty sweet start, right? But the road hasn’t been a straight lane.
What’s Been Pulling It Back?
Here’s the plot twist:
- Inflation’s Rising Sausage-Poles: Prices have been creeping up faster than you can say “budget groceries.” That means investors get less purchasing power, and the ETF’s performance takes a hit.
- Fed’s Rate‑Raising Roller Coaster: The U.S. Federal Reserve has been chopping rates, which can slow down borrowing and, in turn, dampen financial markets.
- Putin’s Unexpected Estonian Surprise: Russia’s war in Ukraine has stirred geopolitical fire‑crackers that sent rattles through the global economy. Markets love uncertainty—usually for the worse.
Year‑to‑Date Reality Check
Despite the ETF’s strong start, the cumulative effect of all those twists and turns has plunged its year‑to‑date performance by 25.88 %. It’s like starting a marathon with a solid lead, only to have the wind catch you mid‑sprint.
Why This Matters to You
If you’re watching the ticker, remember:
- Past performance isn’t a crystal ball—just a glimpse of the performance to date.
- Market tumults can swing an ETF from upside to downside quicker than you can make coffee.
- Diversifying into other assets or even a different ETF might be a good idea if you’re worried about a 25 % dip on your portfolio.
Bottom line: keep your eye on the ETF’s latest moves, but also keep a healthy dose of patience when dealing with those market hiccups.
Additional thoughts
All things considered, KARS is the ETF to consider if you want more exposure to China’s EV sector.
4. Global X lithium and battery tech ETF
Next up, we have the Global X lithium and battery tech ETF.
This ETF is not a direct play on the whole EV sector. Instead, it grants investors exposure to the complete lithium cycle from mining and refining the metal through battery production.
This commodity is absolutely vital to the EV industry as almost all EVs use lithium to make their batteries.
Not to mention that the ETF tracks the performance, before fees and expenses, of the Solactive global lithium index.
Here is the key information about the ETF:
Inception date: July 22, 2010
Underlying index: Solactive global lithium index.
Management: Passively managed
Number of oldings: 41
Assets under management: $4.58 billion
Total expense ratio: 0.75 per cent per annum (For every $10,000 invested, you will pay $75 in fees every year.)
Dividend distribution frequency: Semi-annual
ETF’s price as of March 13, 2022: $68.89.
LIT ETF holdings
Here are the ETF’s top ten holdings:
LIT ETF sectors
Spotlight on LIT’s Holdings
When it comes to spreading risk, LIT is a bit of an “off‑to‑one‑direction” play. Materials makes up almost half the weight, so if that sector does a run wild, the whole ETF feels the heat.
China in the Spotlight
And that’s not the only thing pulling the strings – LIT’s lineup is heavily skewed toward China. Think of it as a “Shanghai‑style” portfolio; if China’s markets swing, LIT’s back‑to‑the‑closet portfolio swings too.
LIT ETF performance
Here’s more on the ETF’s performance. There is more data as this ETF was incepted in 2010.
The ETF has a total return of 114.08 per cent since inception (July 22, 2010) but has fallen 19.83 per cent YTD due to soaring inflation and other geopolitical events like the US Federal Reserve’s plan to increase interest rates and Putin’s Russia invading Ukraine.
Additional note
Get Ready for the Roller‑Coaster
Heads up! This ETF is going to be a bit more volatile than your average basket. Why? Because it’s glued to the cyclical sweet‑and‑sour dance of commodity prices.
What That Means in Plain English
- When a commodity spikes, so does the ETF. When it crashes, the ETF takes a tumble.
- Expect more ups and downs than a weather app during a hurricane.
- It’s like riding a seesaw: one small lift or dip can send the whole ride swinging.
So if you’re looking for smooth sailing, this might not be your best bet. But if you’re into the thrill and can stomach the occasional wobble, it might just be your cup of tea.
5. Nikko AM MSCI China EVs and future mobility ETF
Nikko AM MSCI China EVs & Future Mobility ETF – The Ride to Invest in the Chinese EV Boom
Quick Snapshot: This ETF is your all‑pass ticket to China’s electric‑vehicle playground. It gives you a neat 50‑share slice of the fast‑growing future‑mobility landscape.
What You Need to Know
- Inception Date: Jan 20, 2022 – in case you want to time‑travel to the first day of the journey.
- Underlying Index: MSCI China All Shares IMI Future Mobility Top 50 Index – the king‑pin portfolio of top EV players.
- Management Style: Passively managed – like a robotic robot on autopilot, no need to hustle around.
- Number of Holdings: 50 – all the cool cars and tech at one go.
- AUM: $30.15 million – a modest but solid crowd.
- Expense Ratio: 0.70% per annum – meaning for every $10,000 you invest, you’ll pay $70 in fees each year. That’s the price of being part of the electric craze.
- Dividends: Not applicable – it’s all about capital gains, folks.
- Current Price (as of March 13, 2022): $0.81.
Why This ETF Rocks
By mirroring the MSCI China all shares IMI future mobility top 50 index, the ETF lets you ride the wave of the burgeoning EV sector without picking individual stocks.
Picture this: Contemporary Amperex Technology Co. Limited (CATL), the batteries behind the batteries; NIO, the sleek electric SUV vibe; and Xpeng, the smart‑driving maverick – all in one basket.
Important Note for Local Investors
The fund is marked as an excluded investment product. However, if you’re a local investor, you can still tap into this thrill by using your super‑cool supplementary retirement scheme instead of the standard cash option. It’s a way to get your future (literally) mileage without the traditional slip‑up.
Wrap‑Up
So if you’re after the next wave of EV growth, this ETF gives you a safe (but thrilling) shortcut. Just remember: the price of participation is a modest fee, the ride is for one year before you jump off, and you’ll share the thrill with a handful of the hottest EV names.
EVS ETF holdings
Who Really Powers the Index?
Curious about the heavyweights that make up the index? Here’s the scoop:
In Addition, There is More Information About What Companies Make Up the Index:
- Apple Inc. – Cupertino’s tech titan keeps the market buzzing.
- Microsoft Corp. – The Windows wizards who still hold the crown for software.
- Amazon.com Inc. – Online retail king with a side job in cloud computing.
- Alphabet Inc. – Google’s parent; the search engine’s secret sauce!
- Facebook (Meta Platforms Inc.) – From social to the metaverse, they’re leading the charge.
Why Do These Companies Matter?
They’re not just names on a list—they’re the engines driving the entire market. Their performance can sway the whole index, so keeping an eye on these giants is vital for investors, analysts, and anyone who wants to make sense of how stocks move.
Keep It Simple & Fun
Next time you see the index tick, remember that behind those numbers lie some of the biggest tech superheroes. In short, it’s a tiny world where innovation meets cash flow in a splashy display of corporate prowess.
As you can see, the index is heavily weighted towards Chinese companies involved in the EV sector.
The biggest constituent is actually Contemporary Amperex Technology Co Limited.
For the uninitiated, the 2011 founded Chinese battery manufacturer and technology company primarily manufactures lithium-ion batteries for EVs.
The company also produces battery management systems as well as energy storage systems.
EVS ETF sector
ETF’s Big Picture of Diversification
Think of the ETF as a culinary tour that stops in every major culinary hotspot—tech, healthcare, finance, and more—so you get a little bite from each industry.
- Tech & Innovation
- Health & Wellness
- Finance & Services
- Consumer Goods & Retail
But don’t expect it to take you on a world cruise. Global exposure is pretty limited, so it’s more of a regional feast than a worldwide banquet.
EVS ETF Performance
Peeking Inside the MSCI China Future Mobility Top 50 Index
What’s the Scoop?
MSCI China All Shares IMI Future Mobility Top 50 Index is the engine room behind the ETF you’re watching.
It’s a Refined Version of the Big Banger
This index is basically a slick distilled version of the full‑blown MSCI China All Shares IMI Index. Imagine the original as the whole buffet, and the Top 50 as the tastiest bites.
Why It Matters
- Spotlights large, mid, and small‑cap firms in China’s market.
- Encompasses A‑shares, B‑shares, H‑shares, Red‑chips, and P‑chips.
In short: it’s the quintessence of China’s equity playground, zeroing in on the companies that are really driving the future of mobility.
This ETF’s Roller‑Coaster Ride: From Sky‑High Gains to a Rough Hold‑On
Since it kicked off on May 31, 2018, the ETF has been doing its own kind of show business, delivering an impressive 33.02 % annualised return. That’s more than most folks would brag about from a personal savings plan. But, in the wild world of finance, a good show can always hit a bump in the road.
Why the dip?
Right now, the ETF has slipped a solid 10.55 % year‑to‑date. Two heavyweight forces are causing mass mail‑outs in the market:
- Inflation’s laser‑zooming climb – prices are spiking faster than a cat video can go viral.
- Global tempers rusty up – the US Federal Reserve is prepping to raise interest rates, and the supervillain duo of President Putin and Ukraine are embroiled in an ugly skirmish.
In short: “cops and robbers” and “sugar‑free” factories, all throwing a wrench into the ETF’s trigger‑happy track.
What’s the takeaway?
Investing is no less drama than your favourite soap opera. High returns and sudden downturns are simply part of the genre. If this ETF feels right for your portfolio, keep an eye on the headlines and be ready for a roller‑coaster ride.
Disclaimer
All content is provided for general information only and does not constitute professional financial advice.
Related Reading
- Can you really save money if you switch to an electric vehicle?
Original article first published in Seedly.
