Want to invest $50,000? Here are 4 ETFs to buy and hold

Net flows into ETFs topped $200 million in the second quarter of this year, according to Fidelity, bringing the annual total to $404 billion, up 85% from the first half of 2023.

ETFs allow for greater diversification than a single asset. This makes them particularly attractive in the current market environment.

For those looking to invest $50,000 in ETFs, there are some financial products to buy and hold for the long term.

Here are the names to watch:

1. Avantis International Small Cap Value ETF

The fund invests in small, low-cap companies not listed in the United States, with low valuations and high profitability ratios.
British retailer Marks and Spencer and Swiss bank Swissquote are among its top holdings.
The ETF is up about 7.83% so far this year, according to FactSet data, compared with gains of 5.53% for its benchmark MSCI World ex-U.S. Small Cap index.

2. DFA Dimensional U.S. Small Cap Value ETF

Another ETF focused on small caps is the Dimensional U.S. Small Cap Value ETF (DFSV-US), which owns companies in harder-to-reach corners of the market.
The fund’s top holdings include Abercrombie & Fitch, Cadence Bank, and Commercial Metals.
The recommendation comes amid renewed interest in the Russell 2000 index, which posted significant gains last week before retreating. The benchmark is now up 8.5% year to date.
The Dimensional US Small Cap Value ETF is currently up about 6% year-to-date. Its benchmark MSCI USA Small Cap Index is up 6.84%.

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3. JPM Global Equity Multi-Factor UCITS ETF

Names in its portfolio include Arista Networks and Walmart, along with global companies such as Deutsche Telekom, ASM International, and Novo Nordisk.
The good thing about ETFs like JPGL is that they tend to combine US and non-US exposure in one fund, whereas investors often have to combine 2 or 3 US-listed ETFs to get the same level of exposure.
The ETF has returned about 10% year-to-date.

4. Fixed Income ETFs

Investors looking for fixed income exposure should consider the Dimensional Global Core Plus Fixed Income ETF (DFGP-US).

US-listed bond ETFs are great for US investors, but can be unfavorable elsewhere for tax reasons: the Irish-domiciled Vanguard USD corporate bond UCITs ETF (VCPA-GB) uses a passive management, or indexing, approach to investing through the physical acquisition of securities and aims to track the performance of the Bloomberg Global Aggregate Corporate – United States Dollar Index.

YTD, the Dimensional ETF has returned 1.53% so far this year, while the Vanguard ETF has gained 2.53%.

|Disclaimer
The information and considerations contained in this article should not be relied upon as the sole and primary basis for making investment decisions. The reader maintains full freedom in his investment choices and full responsibility in making them, since he alone knows his risk propensity and his time horizon. The information contained in the article is provided for information purposes only and its disclosure does not constitute and is not to be considered an offer or solicitation to the public savings.|

Original article published on Money.it Italy 2024-09-19 08:03:00. Original title: Vuoi investire 50.000 euro? Ecco 5 ETF da comprare e tenere