Global Equity ETFs

 
Average returns in this Category 3 months
return 		6 months
return 		12 months
return 		YTD
return
 
Global Equity 16.97% 68.08% -11.17% 41.13%
 
 
 
 
 
Ticker
SPY
Name 3 months
return
6 months
return
12 months
return
YTD
return
 
IAF Aberdeen Australia Equity Fund (IAF) 11.74% 84.32% -4.56% 59.12%
LCM Advent Claymore Enhanced Growth and Income Fund (LCM) 21.72% 46.3% -10.83% 34.03%
AGD Alpine Global Dynamic Dividend Fund (AGD) 27.21% 62.5% 1.06% 34.23%
AOD Alpine Total Dynamic Dividend Fund (AOD) 12.58% 53.67% -11.17% 39%
APB Asia Pacific Fund (APB) 14.08% 66.44% -36.01% 51.4%
GRR Asia Tigers Fund (GRR) 17.84% 77.05% 2.29% 65.28%
PGD Barclays Asian and Gulf Currency Revaluation ETN (PGD) -0.24% 1.02% -0.78% -0.72%
BFD BlackRock Global Equity Income Trust (BFD) 15.67% 48.93% -11.48% 19.38%
BOE BlackRock Global Opportunities Equity Trust (BOE) 10.67% 44.17% -11.05% 15.6%
BGY BlackRock International Growth and Income Trust (BGY) 23.91% 67.42% -0.25% 40.4%
BPP BlackRock Preferred Opportunity Trust (BPP) 11.63% 100.42% -21.31% 28.86%
BQY BlackRock S&P Quality Rankings Global Equity Managed Trust (BQY) 16.21% 47.18% -10.16% 19.27%
BWC BlackRock World Investment Trust (BWC) 14.06% 45.32% -12.71% 22.12%
CHW Calamos Global Dynamic Income Fd (CHW) 9.02% 51.93% -21.16% 29.58%
CEE Central Europe & Russia Fund (CEE) 23.3% 112.31% -15.97% 82.59%
CH Chile Fund (CH) -0.26% 47.09% 4.76% 56.82%
CHN China Fund (CHN) 8.97% 56.85% -11.29% 43.95%
FAA Claymore/NYSE Arca Airline ETF (FAA) 42.53% 58.84%   0%
GLQ Clough Global Equity Fund (GLQ) 14.26% 55.48% -10.57% 43.07%
GLO Clough Global Opportunities Fund (GLO) 13.84% 45.43% -10.45% 37.24%
FOF Cohen & Steers Closed-End Opportunity Fund (FOF) 14.91% 45.68% -11.15% 27.07%
INB Cohen & Steers Global Income Builder (INB) 25.98% 100.36% -8.65% 42.49%
RWF Cohen & Steers Worldwide Realty Income (RWF) 41.49% 211.28% -48.21% 72.44%
XRU CurrencyShares Russian Ruble Shares (XRU) -1.45% 14.7%   -3.57%
DEX Delaware Enhanced Global Dividend and Income Fund (DEX) 25.75% 83.25% -4.37% 53.65%
DZK Direxion Developed Markets Bull 3X Shares (DZK) 62.1% 248.48%   46.15%
EDZ Direxion Emerging Markets Bear 3X Shares (EDZ) -45.86% -85.55%   -88.52%
EDC Direxion Emerging Markets Bull 3X Shares (EDC) 50.66% 252.21%   140.66%
DHG DWS Dreman Value Income Edge Fund (DHG) 144.72% 233.44% 6.91% 165.42%
GCS DWS Global Commodities Fund (GCS) 5.76% 46.3% -47.89% 44.69%
ETG Eaton Vance Tax Advantage Global Dividend Income Fund (ETG) 16.16% 78.48% -22.51% 21.85%
ETO Eaton Vance Tax Advantaged Global Dividend Opportunities (ETO) 17.6% 74.13% -18.13% 26.64%
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) 15.14% 49.68% 4.71% 40.51%
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) 18.3% 47.9% -2.45% 25.38%
EOD Evergreen Global Dividend Opportunity Fund (EOD) 16.61% 37.07% -12.47% 8.91%
ISL First Israel Fund (ISL) 23.94% 88.69% -8.34% 68.45%
FAV First Trust Active Dividend Income Fund (FAV) 4.94% 55.73% -20.54% 18.22%
FPI First Trust Tax-Advantaged Preferred Income Fund (FPI) 2.99% 102.94% -20.58% 25.45%
FEO First Trust/Aberdeen Emerging Opportunity Fund (FEO) 19.35% 57.55% 1.28% 61.85%
GDL Gabelli Global Deal Fund (GDL) 11.45% 21.91% -1.27% 12.63%
GGT Gabelli Global Multimedia Trust (GGT) 24.13% 89.07% -33.06% 28.31%
GXG Global X/InterBolsa FTSE Columbia 20 ETF (GXG) 17.35% 79.1%   0%
GCH Greater China Fund, Inc. (GCH) 12.82% 68.71% 25.57% 52.28%
CUBA Herzfeld Caribbean Basin Fund (CUBA) -5.97% 72.6% -1.56% 50%
IFN India Fund (IFN) -10.16% 90.77% -24.64% 50.22%
IAE ING Asia Pacific High Dividend Equity Income Fund (IAE) 16.54% 63.94% 5.77% 50.22%
IGA ING Global Advantage and Premium Opportunity Fund (IGA) 17.44% 42.25% 2.23% 32.01%
IGD ING Global Equity Dividend and Premium Opportunity Fund (IGD) 8.57% 54.28% 1.75% 31.45%
IID ING International High Dividend Equity Income Fund (IID) 12.63% 72.2% 9.94% 59.29%
QAI IQ Hedge Multi-Strategy Tracker ETF (QAI) 3.04%     0%
JEQ Japan Equity Fund (JEQ) 14.37% 46.75% -5.36% 13.91%
JOF Japan Smaller Cap Fund (JOF) 15.13% 41.97% 6.2% 13.22%
CRBA Jefferies | TR/J CRB Global Agriculture Equity Index Fund        
JFC JF China Region Fund (JFC) 16.43% 63.24% -25% 51.88%
HTY John Hancock Tax Advantaged Global Shareholder Yield Fund (HTY) 13.68% 30.82% -8.63% 10.22%
KEF Korea Equity Fund (KEF) 22.06% 66.87% -6.97% 47.8%
KF Korea Fund (KF) 15.92% 72.81% -80.99% -4.36%
LAQ Latin America Equity Fund (LAQ) 13.25% 68.53% -13.42% 79.5%
LGI Lazard Global Total Return & Income Fund (LGI) 15.35% 56.2% -16.74% 18.17%
LOR Lazard World Dividend & Income (LOR) 14.21% 60.53% -22.65% 17.22%
MGU Macquarie Global Infr Total Return (MGU) 15.42% 66.67% -16.04% 19.92%
MFD Macquarie/First Trust Global Infrastructure/Util Dividend & Income (MFD) 10.09% 62.48% -27.82% 15.94%
MAY Malaysia Fund (MAY) 12.36% 54.74% -0.97% 42.18%
IDX Market Vectors Indonesia Index ETF (IDX) 25.96% 148.16%   0%
MXE Mexico Equity and Income Fund (MXE) 19.01% 61.72% -68.11% 7.99%
MXF Mexico Fund (MXF) 25.47% 79.28% -23.59% 40%
APF Morgan Stanley Asia-Pacific Fund (APF) 18.9% 66.97% -2.91% 36.88%
CAF Morgan Stanley China A Share Fund (CAF) -1.57% 24.78% 27.46% 62.98%
RNE Morgan Stanley Eastern Europe Fund Inc. (RNE) 20.84% 94.34% -28.87% 69.15%
FFD Morgan Stanley Frontier Emerging Markets Fund, Inc (FFD) 3.59% 49.93% -43.73% 28.83%
IIF Morgan Stanley India Investment Fund (IIF) -6.54% 91.03% -9.88% 63.52%
GF New Germany Fund (GF) 40.5% 96.98% -9.61% 46.82%
NGZ Nicholas Applegate Global Equity and Convertible Income Fund (NGZ) 25.52% 65.27% -12.04% 41.84%
NAI Nicholas-Applegate Intl Premium & Strategy Fund (NAI) 16.36% 62.88% -3.27% 39.51%
JGV Nuveen Global Value Opportunities Fund (JGV) 18.84% 63.24% 17.25% 40.03%
PGP PIMCO Global StocksPLUS&Income (PGP) 31.41% 119.3% -4.05% 70.77%
SGF Singapore Fund (SGF) 23.9% 93.9% 9.65% 59.66%
SNF Spain Fund (SNF) 32.04% 76.92% -7.16% 32.53%
CWI SPDR MSCI ACWI ex-US ETF (CWI) 16.25% 59.01% -5.91% 29.76%
SWZ Swiss Helvetia Fund (SWZ) 16.42% 35.08% -13.53% -6.44%
TWN Taiwan Fund (TWN) 15.75% 46.48% 3.99% 45.36%
TFC Taiwan Greater China Fund (TFC) 20.43% 58.54% 10.76% 60.34%
TDF Templeton Dragon Fund (TDF) 10.02% 61.14% 24.53% 52.09%
TRF Templeton Russia & East European Fund (TRF) -5.24% 133.99% -47.57% 143.59%
TF Thai Capital Fund (TF) 9.23% 50.08% 0.32% 41.45%
TTF Thai Fund (TTF) 12.69% 68.39% 2.21% 51.29%
GCE The Claymore CEF Index Linked GS Connect ETN (GCE) 15.17% 49.53% -13.76% 32.13%
EEA The European Equity Fund (EEA) 21.09% 59.71% -19.37% 22.2%
LDF The Latin America Discovery Fund (LDF) 18.09% 74.79% -27% 66.36%
IRL The New Ireland Fund (IRL) 20.31% 107.98% -40.49% 69.63%
TKF Turkish Investment Fund (TKF) 36.35% 158.02% 1.03% 98.98%
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF (VSS) 20.42%     0%
CYB WisdomTree Dreyfus ETF Chinese Yuan Fund (CYB) -0.51% 0% -0.2% 1.81%
DEB WisdomTree Europe Total Dividend Fund (DEB) 18.17% 50.37% -16.95% 18.34%
DBN WisdomTree International Basic Materials Sector Fund (DBN) 18.14% 66.32% -13.74% 35.14%
HEDJ WisdomTree International Hedged Equity Fund       1.98%
DDI WisdomTree International Industrial Sector Fund (DDI) 23.02% 59.56% -12.54% 30.89%
DBT WisdomTree International Technology Sector Fund (DBT) 16.84% 43.67% -7.2% 28.31%
ASO XShares AirShares EU Carbon Allowances Fund (ASO) 10.06% 7.26%   -14.89%
           
 
 
 
  About Global Equity ETFs  
Global Equity ETFs Overview and forecast

This is the biggest, most diverse class of ETFs, and it's done well in the first half of 2009. How well can be seen from our 12 month return chart, http://www.etftips.com/Global-Equity which shows the lingering effects of the big 2008 crash. You'll also notice that a lot of the major ETF operators are well represented in this category.








The Global Equity ETFs are an interesting study, because they're actually a good indicator that the ETF market is finding a lot of interest among traders in a very turbulent trading environment. The good returns are attracting capital, and margin ranges are justifying that degree of interest. A case in point is Aberdeen Asset Management (AMEX:IAF) http://www.etftips.com/IAF which managed a rise of $4 a unit between 1 March 2009 and end May 2009. Given that the bottom price was around $5.50, that's not a bad return for 3 months.

Also interesting is the fact that that margin occurred on relatively low volumes by market standards. IAF trades in hundreds of thousands. The level of interest is also affecting those volumes, and IAF's somewhat placid earlier volume trading is showing signs of warming up, after that performance. We're not talking about gigantic amounts of money here, the top dollar value of this ETF per day barely scratches $1.5 million, but the margins are well worth a look.

The Global Equity ETFs are also a good reflection of their markets in some ways. The Australian market, in which IAF is involved, was heavily sold off, as foreign capital moved out, and is arguably now significantly undervalued, well off its heights. The fund has done quite well out of the upswing. In other markets, like the notoriously volatile Asian and Russian markets, where money moves at lightning speeds, the first half of 2009 has also been a case of the Global Equity ETFs showing strength.

Short term (6 months)

It's fair to say the Global Equity ETFs have done what the rest of the ETF market has done in the short term; performed very well in the lower price ranges. The high price model for standard ETFs wasn't necessarily the right model for traders, requiring big money to buy enough units. When you're talking about very tough markets like Asia, that's no incentive. Many of these ETFs are well down on their inception prices, and that's where the volumes have come from.

There are definite risks. The Global Equity ETFs are about as diverse as it's possible to be, a mini- market in their own right. They also invest in quite different areas and indices, some of which are definitely difficult calls. Anyone who knows the highly volatile Asian market, for example, will say that investment direct into the stock and other markets is very much an acquired taste. European stocks were virtually tarred and feathered, despite their normal relatively stable nature. That makes the Global Equity ETFs an acceptable option, where those risks are much better spread. Add to this the obvious increase in trader interest, and the short term for the Global Equity ETFs is looking pretty healthy.

Medium term (2 years)

For all classes of ETFs, the medium term is likely to be the most complex. The ETF class of investment is evolving, rapidly. Despite the downturn, more ETFs are coming online, and many are being restructured. Some have been taken off the market, due to performance issues. In the next two years, that process will accelerate, partly as a result of the global economy, and partly through the emergence of a new equity market in which they will play an increasing part.

The ETFs are already beginning to overtake the mutuals, and their investment models seem to be performing strongly. Global Equity ETFs are likely to become much bigger, as investors seek to tap into the big booms. All of which means that the Global Equity ETFs are going to upgrade themselves, in the medium term, both as a result of competition and in the interests of better performance.

It's already obvious that the lightweight, under capitalized ETFs around the world haven't had the ability to claw back losses as well as the bigger funds. They simply can't generate returns like that, and investors, understandably, have been looking elsewhere. So have traders, and that, for any security or investment which is supposed to be traded, means oblivion. The medium term will see both highly demanding investors and fund managers, looking for much better performances.

The onset of much more widespread active management, which is quite inevitable in some ETFs, because of the nature of their indices, will be another factor in the medium term. Investors, and the market itself, will need to see values in returns. That's going to add some shock treatment to the ETFs, maybe even at overkill levels, for performance. The medium term isn't going to happen on autopilot. Investors can expect to see a series of big changes in structure, management, and market strategies.

Long term (5 years)

The longer term, ironically, is a bit easier to predict for the Global Equity ETFs. Their markets are likely to pick up where they left off, during this period, and a reasonable facsimile of a bull market will reemerge towards the middle of this time frame. Some Global Equity markets can produce booms and busts and charts that even Euclid wouldn't want to think about, but they're also where investors can cash in very effectively. Holding spreads in these fickle geysers of price moves could be a very good position. Asia, particularly India and China, is likely to be the venue for these classic trading scenarios, where prices boil over one minute and don't move for years later. While they're boiling, however, they can add a lot of grunt to an ETF's holdings and net asset values.

The long term is looking very strong for the Global Equity ETFs, but even so investors and traders are advised to look for good entry points into these markets. Price fluctuations and seasickness have a lot in common, and in most cases, like any investment, the top of the market isn't the place to be, when coming in.

Qualifiers to projections

A bit of cynicism also helps when analyzing some of these markets. Prices can move in ways that astrologers might like, but not predict. The basic rules of investment apply here, in spades. Diversify, spread risk, and know your markets. The global economy, in its current state, is still pretty groggy, and there are no definite indicators that the post crash shakeouts are really over yet.







The Global Equity ETFs are true children of the global economy. This class of ETF is also in its infancy. They're highly sensitive to the global capital investment markets, and they've so far remodeled themselves according to the real state of the equity markets, rather than their original designs. Global Equity ETFs are going to be part of the future reality of the markets, and investors need to study and understand them.
 
Get Summary For Symbol

Last Updated on: 2010-01-14 02:03:40
 
 
Quotes are updated automatically. Quotes are delayed. Etftips.com has not reviewed, and in no way endorses the validity the data. Etftips.com shall not be liable for any actions taken in thereon. All information provided "as is" for informational purposes only, not intended for trading purposes or advice. Neither Etftips.com nor any of independent providers is liable for any informational errors, incompleteness, or delays, or for any action taken in reliance on information contained herein. By accessing the Etftips.com site, you agree not to redistribute the information found herein. ETF Values can go up as well as down.
 
Copyright EtfTips.com ©2009