See now the ETFS that yielded the most in 2022.
According to research using Quantum data, the IT Now IDIV ETF (DIVO11). Which pays dividends, leads the ranking of the most profitable index funds in 2022.
The Itaú fund seeks to reflect the performance of the Dividend Index (IDIV), calculated by B3. Mainly through investments in the shares that make up the index portfolio.
For the year, the registered fund increased by 13.14 %. The stocks that make up the index include Gerdau, Vale, Petrobras, Eletrobras and Cemig. IDIV is up 12.65 1TP3Q this year.
Firstly, the research only considered ETFs that had at least one trade per day in the period from January 3 to December 29, 2022.
It was this liquidity criterion that left fixed income ETFs out of the ranking. Even though it was a good year for the assets category due to the increase in the Selic rate.
See the most profitable ETFs in 2022
The ETF is followed by another Itaú indexed fund, IT NOW IFNC (FIND11), which mirrors the B3 financial index and accumulates an increase of 11.67 % in the year.
Initially, the index portfolio includes shares of banks, insurance companies and other financial institutions.
Such as Bradesco, Boa Vista, BB Seguridade, BTG, Cielo, Itaúsa and B3 itself, among others.
Year to date, the IFNC has accumulated an increase of 10.2 %. BB ETF SP DV (BBSD11) occupies third place in the ranking with growth of 6.79 %.
The fund seeks to mirror the performance of the S&P Dividends Brazil Index.
This is calculated by S&P Dow Jones Indices LLC and includes the 30 largest dividend payers.
Therefore, among the main shares in the basket that make up the index is Metalúrgica Gerdau, in addition to it, Bradespar and M. Dias Caucasoides.
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In the rankings, it is clear that the best performance in 2022 was defensive investment.
In the case of shares and securities that pay dividends from financial institutions, notes Danielle Lopes, partner and equity analyst at Norte Research.
The year was marked by a sharp rise in the Selic rate and a lot of uncertainty about the economy, in Brazil and abroad. “These are strategies that resist further 'challenges'.”.
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So, open your account for free at BTG Pactual in the portfolios of the most profitable mutual funds. There is often an overlap of names that made them stand out last year.
However, the difference lies in the concentration of few shares.
In this way, this made one fund stand out from another with a similar strategy, points out the expert, “aiming at the two best dividend indexes.
However, the Itaú fund stands out because its portfolio is more focused on BB Seguridade, which valued 75 % last year.
Finally, this is the case of Petrobras, which rose 45 % even offsetting the fall, and Vale and Gerdau, which rose more than 20 %.
In short, choose the right option for your investments and hope for good results in 2023. Don't waste time, plan your investments wisely and get the best results.
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