$10,000 invested in FANG+ ETF 3 years ago is now worth…

FANG is an unusual ETF because it provides very concentrated exposure to just a few companies.

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Key points

  • The Global X FANG+ ETF, which focuses on 10 major US tech and communications stocks, has provided an impressive average annual return of 31.95% since its inception.
  • A $10,000 investment in the FANG ETF three years ago would now be worth $31,879, generating a total return of 253%, driven by capital gains of $21,880 and additional income from distributions totaling $3,464.
  • The ETF, with over $1 billion in funds under management, offers a diversified yet concentrated portfolio predominantly in tech, charging a 0.35% annual management fee.

The Global X Fang+ ETF (ASX: FANG) is 3.65% lower at $35.90 apiece on Friday.

FANG+ is an unusual ASX exchange-traded fund (ETF) in that it provides highly concentrated exposure to just a few companies.

The FANG ETF invests in just 10 US shares. It tracks the performance of the NYSE FANG+ Index, run by ICE Data Indices.

Six stocks are from the Magnificent Seven: Apple, Amazon, Nvidia, Meta Platforms, Microsoft, and Alphabet.

The other stocks are video streaming provider Netflix, semiconductor and infrastructure software company Broadcom, cybersecurity business CrowdStrike, and enterprise IT services management firm ServiceNow.

There is a 62% allocation to the tech sector, a 28% allocation to communications services, and a 10% allocation to the consumer discretionary sector.

Here is how FANG+ ETF distributes its investment funds across the 10 individual US shares.

FANG+ ETF's composition

SharePercentage
Alphabet11.7%
Crowdstrike11.7%
Apple11.2%
Nvidia10.9%
Broadcom10.2%
Amazon9.6%
Microsoft9.5%
Netflix8.9%
Servicenow8.6%
Meta Platforms7.6%

ICE Data Indices launched the NYSE FANG+ Index in 2017.

The aim was to provide "exposure to a select group of highly-traded growth stocks of tech-enabled companies".

Global X launched the ASX Fang+ ETF in February 2020.

Since inception, this ASX ETF's total returns have averaged 31.95% per annum.

So, how does this translate for a $10,000 investment in the FANG ETF three years ago?

What is a $10,000 investment in FANG ETF now worth?

On 21 November 2022, the FANG ETF closed at $11.26 apiece.

If you had invested $10,000 in FANG then, it would have bought you 888 units (for $9,998.88).

There's been a capital gain of $24.64 per unit since then, which equates to $21,880 of capital growth.

Therefore, your portfolio is now worth $31,879.

What about dividends?

FANG usually pays two distributions (dividends) per annum.

Over the past three years, the FANG ETF has paid a total of 390.17 cents per unit in distributions, providing you with $3,464 of income.

Total returns…

Your capital gain of $21,880 plus your income of $3,464 gives you a total return in dollar terms of $25,344 over the past three years.

Now remember, you invested $9,998.88 buying your 888 units on 22 November 2022.

This means you have received a total return, in percentage terms, of 253%.

The FANG ETF has more than $1 billion in funds under management and charges a 0.35% annual fee.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Apple, CrowdStrike, Meta Platforms, Microsoft, Netflix, Nvidia, and ServiceNow. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has recommended Broadcom and has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, Apple, CrowdStrike, Meta Platforms, Microsoft, Netflix, Nvidia, and ServiceNow. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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