Tag: PGJ

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4 Best Long Term Performance China Region Equity ETFs 1.5

  • Asset Class: China Region Equities

  • Oldest ETF back tested: PGJ

  • Correlation to U.S. Market: 0.69

  • Long-Term Performance: 10.27% CAGR

  • S&P 500 Performance: 10.12% CAGR

  • Back test timeframe: January 2005 – June 2021

  • Number of ETFs available in this asset class: 48

  • Number of ETFs in this asset class that are 10-years old or older: 18

PGJ vs SPY: January 2005 – June 2021

PGJ vs SPY: December 9, 2004 – July 2, 2021

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4 Best Long Term Performance China Region ETFs 1.4

  • Asset Class: China Equities

  • Oldest ETF back tested: PGJ

  • Long-Term Performance: 9.67% CAGR

  • S&P 500 Performance: 8.74% CAGR

  • Back test timeframe: January 2005 – July 2020

  • Number of ETFs available in this asset class: 45

  • Number of ETFs in this asset class that are 10-years old or older: 13

PGJ vs SPY: January 2005 – July 2020

PGJ vs SPY: December 9, 2004 – July 31, 2020

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4 Best Long Term Performance China Equity ETFs 1.3

I normally pick the oldest ETF in a category to show how that category has performed over a long period of time. This time I have chosen the second oldest China ETF, the Invesco Golden Dragon China ETF (PGJ), to display long term performance. The reasoning behind this is that PGJ is only 2 months younger that the iShares China Large-Cap ETF (FXI), and PGJ has superior long term performance to FXI.

Is China still worth the investment risk?

PGJ vs S&P 500 index fund: January 2005 – August 2019

Source: https://www.portfoliovisualizer.com/

PGJ vs SPY: December 9, 2004 – August 30, 2019

Source: https://www.koyfin.com/home

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Best Long-Term Performance China Equity ETFs 1.1

– The oldest available China Equities ETF (FXI) has outperformed an S&P 500 index fund by 1.81% CAGR (compound annual growth rate) over the last 13 years
– There are currently 6 ETFs available that have over 50% exposure to Chinese equities that are 10 years old or older
– 3 of these ETFs have significantly outperformed FXI over the last 10 years
– 1 of these ETFs adds exposure to India without degrading long-term returns
– China encompass approximately 19% of the world’s population

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