EUR investor: QDVI vs SPPE
Hello fellow investors. I’m in a bit of a dilemma here. So, basically, I’m studying my exposure to the US market.
I can’t make up my mind on whether to go with Value or the typical S&P 500 (hedged to eur).
QDVI [iShares Edge MSCI USA Value Factor UCITS] has more AuM, less volatility, more return per risk. As for cons, I personally don’t like Blackrock funds; the fund only has 148 holdings, and it’s unhedged.
SPPE [State Street SPDR S&P 500 UCITS EUR hedged] has less TER (only 0.05% against 0.20% of QDVI), almost 40% of it is represented by the top 10 holdings (although I loathe the MAG-7, I have to recognize that they’re the main engine behind the index), it’s euro hedged and I personally like State Street funds.
My investment horizon is a minimum of 15 years. And the allocation would be 85-15 (along with ZPRV [State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF]). Although I’m thinking of going 80-20. Still not a final decision.
Give me your honest opinions.