Six exchange-traded funds have outperformed the S & P 500 index every year for the past five years, according to analysis by CNBC Pro. Four U.S.-listed ETFs, a pan-European ETF run by JPMorgan, and a Taiwan-listed ETF have posted bigger gains than the U.S. benchmark each year since 2019, according to analysis of FactSet data. In 2022, when the S & P 500 fell by nearly 20%, the six ETFs each had a smaller loss. Index trackers including the S & P 1500 Composite Stock Market ETF , Goldman Sachs ActiveBeta U.S. Large Cap Equity , First Trust RBA American Industrial Renaissance ETF and Invesco S & P 500 Quality ETF were the United States funds that beat the S & P 500 over the five-year period. The JPMorgan U.S. Research Enhanced Index Equity UCITS ETF , listed in the United Kingdom , Italy , Germany and Switzerland , is the only actively managed fund to have outperformed over the past five years and is ahead in 2024, too. The Taiwanese dollar-denominated Sinopac TAIEX ETF also outperformed the S & P 500 over the same period in local currency terms. The six funds were among 12,700 ETFs worldwide screened by CNBC Pro. First Trust RBA American Industrial Renaissance Of the six ETFs, the First Trust RBA American Industrial Renaissance ETF (ticker: AIRR) has performed best over the period. It logged a cumulative total return of 178% over the past five years, compared to the S & P 500’s 112%. The fund replicates the RBA American Industrial Renaissance Index , which offers investors exposure to small and mid-cap U.S. companies in the industrial and community banking sectors. It only includes stocks in the Russell 2500 index. First Trust says only companies that derive at least three-quarters of their revenues from the United States are included. The stocks are also filtered for companies with a “positive mean 12-months forward earnings consensus estimate.”
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