According to a CNBC Pro analysis, six exchange-traded funds (ETFs) have outperformed the S&P 500 index every year over the past five years. According to an analysis of FactSet data, four U.S.-listed ETFs, one pan-European ETF managed by JP Morgan, and one Taiwan-listed ETF have outperformed the U.S. benchmark every year since 2019. When the S&P 500 fell by nearly 20% in 2022, the six ETFs each suffered smaller losses. Index-tracking ETFs such as S&P 1500 Composite Stock Market ETF, Goldman Sachs Active Beta US Large Cap Equity, First Trust RBA American Industrial Renaissance ETF, and Invesco S&P 500 Quality ETF were the U.S. funds that outperformed the S&P 500 over the five-year period. The JP Morgan US Research Enhanced Index Equity UCITS ETF, listed in the UK, Italy, Germany and Switzerland, was the only actively managed fund to outperform over the past five years and is leading the way in 2024. The Taiwan dollar-denominated Sinopac TAIEX ETF also outperformed the S&P 500 in local currency terms over the same period. The six funds were among 12,700 ETFs from around the world screened by CNBC Pro. First Trust RBA American Industrial Renaissance Of the six ETFs, the First Trust RBA American Industrial Renaissance ETF (ticker:AIRR) performed best over the period. Its cumulative total return over the past five years is 178%, beating the S&P 500’s 112%. The fund replicates the RBA American Industrial Renaissance Index, which gives investors exposure to U.S. small and mid-cap companies in the industrial and community banking sectors. The list includes only stocks in the Russell 2500 Index. According to First Trust, it only includes companies that earn at least three-quarters of their revenue in the U.S. Also excluded from the list are companies with a positive average earnings forecast for the next 12 months.
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