ETF Fund Price Histories
(for about 50-plus funds)
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! Note !
More ETF funds may be added and some web links
may be changed, if/when I re-visit this page.
Go to the List below
(i.e. Skip the Introduction)
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INTRODUCTION : As the title block (above) of this page mentions, the intent of this page is to help in looking for ETF funds whose 'market value' has been growing fairly steadily in the past 10 years or thereabout. A separate Stock Price Histories page provides quick access to price histories of 800-plus individual stocks. That 'individual stocks' page is meant to help build a portfolio of individual stocks. But, in some cases, it might be preferable to invest in stock funds, such as ETF's (Exchange Traded Funds) --- for example,
Some ETF's pay a periodic dividend, which can help provide some income to a retiree. However ... An ETF that pays a good dividend is not going to help you much when you go to sell it --- if its 'market value' has declined so much that it cancels out the accumulated dividends. This is a page that provides, for various ETF's (and their trading symbol), links to web pages that show a history of the ETF's price over a period of about 10 years. I have found a site --- www.historicalstockprice.com --- that gives an immediate 10-year chart of a stock's or ETF's historical price, by simply providing the stock symbol. If that site changes, I may have to change the links below to some other site that provides such a 'long-term' chart --- and provides it quickly. Be forewarned that each page of the 'historicalstockprice.com' site includes some 'junk' ads and image-links to videos (often right-wing propaganda) that may cause the pages to load rather slowly --- in a herky-jerky web-page-changing-its-layout fashion. You may be able to cause the pages to load more smoothly and rapidly by blocking the hosts of some of these advertising-and-propaganda links by using some host-blocking techniques.
Main goals of this page The main goal of this page is to help in finding ETF's that have shown good, steady growth in the 'market value' of their shares over a significant period of years --- preferably more than a period of 5 years. Although increasing 'market value' is often a sign that the ETF may be composed of a good mix of stocks, it would be foolish to assume that those stocks will always result in a growing 'market value' of the fund. The 'market value' of an ETF is often inflated by 'investor euphoria' in that particular mix of stocks --- and the 'market value' of an ETF is typically subject to periodic 'market corrections'. Although there will be an emphasis, on this page, on presenting ETF's whose market price has shown 'steady growth' over a period of 10 years (or at least 5 years), some of the ETF's listed on this page may be ones that are experiencing a 'correction' or are ones that have never performed well. To get current data for these ETF's, web links are provided to show current data for the ETF's that were selected for this page. Format of this page The ETF's will be listed down this page in groups of fund 'families' --- such as 'iShares' or 'SPDR' or 'Vanguard' or 'Wisdom Tree'. (The ETF's within each family-group may be in no particular sort order.) This page will present 4 basic items for each ETF:
The "ratio" The "ratio" of the 'end market value' to the 'begin market value' is typically specified over a 10-year period --- but may be a lesser period --- for example, if the ETF was a 'young' ETF when the chart was last observed for a summary-note on this page. The "ratio" will generally indicate the ETF price increase WITHOUT dividend reinvestment. Basically, these ratios are an indication of the CAGR (Compound Annual Growth Rate) of the market value of these ETF's --- without dividend reinvestment. I do not include dividend reinvestment in these ratios, because I am looking to emphasize the growth in market value of these ETF's --- not the dividends of the ETF's. On the other hand, many of these ETF's pay a dividend. That is one way the investor can be assured that the fund is paying attention to their investors. Dividend payment is a desirable feature of an ETF. I have found that almost every company stock I have owned that went worthless --- typically because the company went 'temporarily bankrupt' (shedding its common-stock holders) or went totally out of business --- was not yielding a dividend. In the same way that a 'stock' paying dividends is a sign that a company is honoring their investors, an ETF paying dividends can be an indication that fund managers are conscious of their investors on an almost daily basis. To help check on the current dividend paid by an ETF, in the list of ETF's below, there is a 'stats' link after the ETF name, by which you can access a site that gives the current dividend amount or yield-percent. The 'stats' link offers a double-check on the dividend info seen at the 'chart link' for the ETF-symbol. The dividend yield of an ETF may bear little or no relation to the dividend yield of the individual stocks in the ETF. The dividend yield seems to be up to the manager of the ETF --- and, for some ETF's, there is zero dividend yield --- or dividends may seem rather lack-luster. And ETF dividends may be paid out infrequently (say, yearly instead of quarterly). In addition to an ETF 'dividend yield' (percent), the 'stats' link may also show other handy information such as the 'Expense ratio' (percent) and 'Holdings turnover' (percent) and NAV (Net Asset Value). Other reasons for not including dividend reinvestment in these ratios: The investor may be a retiree who is using the dividends as monthly income while retired. OR the investor may wish to accumulate dividends from one ETF to invest in another ETF (or individual company stock) that looks like a more promising investment at the time. So the investor may not be doing dividend reinvestment back into the ETF from which the dividends came. In the accumlating-and-reinvesting dividends case, the investor may be looking as much for 'growth' ETF's as for 'dividend-paying' ETF's --- or looking MORE for 'growth' ETF's than for 'dividend-paying' ETF's. If he/she can get both (growth and dividends) in one ETF, so much the better. And if one can find ETF's for which their growth-value outpaces their dividend-value, even better. For example, a 10 percent annual ETF-value growth rate on top of a 2.5 percent dividend rate (and a low expense ratio) is 'devoutly to be wished'. I prefer to look at the growth over a period of at least 5 to 10 years, in order to get an idea of which ETF's might be able to sustain growth (in their share value) over a relatively long period --- at least until the next big, market-wide correction. The "ratio" is what I am using as a guide. You can convert a "10-year-ratio" into an AVERAGE annual growth rate (AAGR) by noting that :
So, for example, an ETF with a "10-year-ratio" of 1.2 is 'returning' at an annual rate of less than 2 percent (on average). And an ETF with a "10-year-ratio" of 1.4 is 'returning' at an annual rate of somewhat less than 4 percent. An ETF with a "10-year-ratio" of 3.0 or 3.5 is 'returning' at an annual rate between 10 and 15 percent. Searching for 'shiny things' ETF's that have at least doubled in market value over the past decade (10-year-ratio greater than 2.0), would be ETF's that might deserve preferential consideration --- as long as it does not look like the increase is due to 'recent investor euphoria' in the market or market sector. Of course, ETF's that have at least quadrupled in market value over the past decade, would really deserve some consideration. You may wish to scan the list of ETF's below for those which have a 10-year-ratio greater than 4.1, say, to find ETF's whose AVERAGE annual growth rate appears to be at least 15%. Unfortunately, unlike individual stocks, ETF's that have a 10-year ratio higher than 3.5 are quite rare. This is because the mix of stocks in a ETF means that the stocks that experience a high growth rate in market-value are offset by stocks that do not experience a high growth rate in market value. Sort-order of the list I was tempted to put the list of ETF's in each 'family-group' in order by the "ratio". But that ratio could easily change for quite a few ETF's --- especially if there is a 'general market correction'. Furthermore, I have not put the ETF's in a 'family' in order by ETF name --- because the names of the ETF's are often displayed somewhat differently in various finance pages. Another sort option would be to put the ETF's in order by 'expense ratio' --- but that ratio may change at various times for many ETF's. For now, the ETF's in each 'family' are in no particular order. You can scan down the entire list of ETF's to look for high 'end-to-beginning-of-period' ratios. Other ratios : While the emphasis on this page is on a '10-year ETF end-value-over-begin-value ratio', that ratio could easily reflect 'market euphoria' rather than 'ETF fundamentals' --- OR market value appreciation may be 'eaten up' by fees. Note that Vanguard ETF's typically have an 'Expense ratio' of less than one-tenth of one percent (0.1%). Note that an expense ratio of 1.0% could end up, over a ten year period, in 'eating up' roughly 10 to 20% of your investment if you cash-in at the end of that period. So it is a good idea to temper one's enthusiasm for an ETF by looking at other data, such as
In 2019, there were various sites that provided a web page showing ratios like these in a more-or-less compact format and with a more-or-less speedy response. Following are some example web links using an example of querying the ETF symbol SPY (SPDR S&P 500 ETF).
(Warning:
(Some of these links work no matter whether the stock symbol is presented in upper-case or lower-case.) The target of the 'stats' link, in the list of stocks below, may be chosen from one of these pages --- with hopes of providing pages that display quickly and compactly. However, in future years, as these sites revise the way their web pages are presented, the content, format, and speed of access may change. The nature of these ETF's : The following ETF's are, for the most part, ETF's that are likely to preserve an investment. This should be especially appealing to retirees who are trying to preserve their savings during their retirement years --- yet try to get some appreciation in their savings to counteract the effects of inflation. This list of more than 50 ETF's provides data by which to build a quite diversified --- and relatively safe --- portfolio --- using no more than a few ETF's. At least 50 more ETF's (that show 'steady growth' in 'market value' of the ETF in a recent decade) could be added to this list. Some ETF's may be added in future months. IN 2019, there were more than 4,000 ETF's and mutual funds available in various stock markets. This page tends to list ETF's that seem to provide better appreciation in market value --- at least in the time periods reported here. In other words, ETF's that showed flat or negative growth in a 10-year period (that was queried) are not shown on this page. Note that in a decade in which there is a major 'market correction', the 'ratios' reported here may be turned upside down. |
(ETF-Name and ETF-Symbol ;
Statistics, Search, and Chart Links ;
Growth-Note)
Links to sections of this page (ETF 'families') below:
AdvisorShares
Baron
Direxion
Guggenheim / Invesco
iShares
PIMCO
ProShares
(Invesco) PowerShares
Schwab
SPDR
Vanguard
WisdomTree
More ETF Info
Bottom of Page
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A Sampling of ETF's :
AdvisorShares ETF's End of 'ETF Fund Price Histories' List. |
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You can do various web searches on various ETF's to get further information --- for example, on their dividends and dividend-paying history. For example, using 'PowerShares QQQ' as a sample ETF, here are some example queries.
Additionally, you can get further information on some ETF families at Wikipedia --- for example, Invesco PowerShares (Wikipedia link). You can use these WEB SEARCH and Wikipedia links, and change the ETF name for info on other ETF's. Alternative 'ETF price history chart' sites : These market-value-growth-ratio-over-10-years figures came from the web site www.historicalstockprice.com (a Web Search link).
TRY Following are some other sites that may offer 'ETF price history' charts --- but most of these may require some extra steps to bring up a 'long-term' chart --- and some are slow to load --- and some are not formatted very nicely for some computer screens (like smart phones).
You might be able to find sites with better presentation of 'ETF price history' charts by doing a ...
More ETF Info See www.investopedia.com/terms/e/etf.asp for an introduction to ETF's. More ETF Lists See the Wikipedia lists/pages: |
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Page was created 2019 Nov 05. |