Berlin & Munich, 01.12.2023
Award ceremony and ETF market trends
The German XENIX ETF AWARDS 2024 were presented on the evening of November 30, 2023 on the premises of the Munich Stock Exchange. In particular, outstanding ETFs that currently have the best ETF rating from XENIX were honored.
Exchange trading and “Vorabpauschale” for accumulating ETFs
Dr. Robert Ertl, Börse gettex, explained in an interview with Börsen Radio and in his welcoming presentation that high-yielding money market and bond ETFs are currently in high demand alongside global equity ETFs on broad market indices such as MSCI World and FTSE All-World. In anonymous exchange trading on gettex, the top 100 ETFs recently accounted for around 70% of the total turnover volume. According to Dr. Ertl, almost 2,400 ETFs and ETPs were traded on gettex in October 2023, i.e. around 96% of all index products tradable on the stock exchange.
Tax expert Robert Welzel, WTS, emphasized in his keynote speech that private investors should analyze the performance of their accumulating ETFs for tax reasons. This is because after the interest rate turnaround, ETF investors with accumulating ETFs will be charged taxable advance lump sums in the first week of January 2024. Depending on the fund category, up to 1.785% capital gains tax must then be paid to the tax office on “Vorabpauschale” (the advance lump sums), according to Welzel.
Dividend factor and Bitcoin tracker
In the Dividend Talk, Tim Breitbach, Fidelity, explained how private investors can use passive ETFs to invest in US quality stocks, for example, which have stable business models and offer high dividend yields of currently 2.6% per year, while replicating the sector structure of the overall market.
In the crypto talk, Marco Infuso, Valour, explained from a Swiss perspective (where it is already common practice in some cantons to pay taxes in Bitcoin) how investors can invest in the leading cryptocurrency with exchange-traded Bitcoin tracker ETPs (without a wallet).
The German ETF rating award winners 2024
The German ETF quality award winners of 2024 for bond and equity ETFs are:
Winner of the XENIX ETF AWARDS Germany 2024:
German Equity ETFs – Blue Chips / Large Caps with Sustainability Features (ESG):
Xtrackers DAX ESG Screened UCITS ETF 1D – LU0838782315 – DBX0NH
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Equity ETFs – global – total market:
Vanguard FTSE All-World UCITS ETF Distributing – IE00B3RBWM25 – A1JX52
Best ETF in XENIX rating in its peer category; Rating: 5 XENIX STARS *****
German dividend stock ETFs – large and mid caps:
Deka DAXplus Maximum Dividend UCITS ETF – DE000ETFL235 – ETFL23
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Equity ETFs (worldwide with sustainability characteristics (ESG) or sustainable climate strategy)
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) – IE00BG11HV38 – A2PDNV
Best ETF in XENIX rating in its peer category; Rating: 4 XENIX STARS ****
Corporate bond ETFs in US dollars (investment grade / good credit rating):
Vanguard USD Corporate Bond UCITS ETF (Dist) – IE00BZ163K21 – A143JM
Best ETF in the XENIX rating in its peer category; rating: 4 XENIX STARS ****
Corporate bond ETFs in euros (investment grade / good credit rating):
iShares Core EUR Corporate Bond UCITS ETF (Dist) – IE00B3F81R35 – A0RGEP
Best ETF in XENIX rating in its peer category; Rating: 5 XENIX STARS *****
The German AWARDS 2024 for ETF newcomers
This category recognizes passively managed index ETFs that were first listed in Germany in 2023 and are true ETF innovations for private investors. These awards are therefore not based on a XENIX rating, but on the innovative index concepts of their ETFs. The winners of a XENIX ETF AWARD 2024 for ETF newcomers will be presented with the date of their first German stock exchange listing:
BNP Paribas Easy EUR Corporate Bond SRI Fossil Free Ultrashort Duration UCITS ETF Acc
LU2533812058 – A3D4LE – First listing: 03.10.2023
Amundi S&P SmallCap 600 ESG UCITS ETF – Dist
IE000XLJ2JQ9 – ETF039 – First listing: 20.01.2023
Invesco FTSE All-World UCITS ETF Dist
ISIN IE0000QLH0G6 – A3D7QY – First listing: 29.06.2023
In addition to this distributing unit class, which is generally advantageous for private investors, Invesco has also launched an accumulating variant and another accumulating variant including currency hedging against the euro.
The 2024 special prizes for outstanding achievements
This year’s XENIX Special Prizes for the German ETF market and for index-based crypto ETPs will be awarded to five market participants who have made outstanding achievements or set new standards in their respective fields.
ETF special price for Deka ETF:
Best ETF Provider Service and Reporting
For the second time in a row for outstanding transparency and completeness.
ETF special price for Fidelity:
Best Provider Dividend Factor ETF USA
Fidelity US Quality Income UCITS ETF – IE00BYXVGX24 – A2DL7C
ETF special price for SPDR ETFs:
Price leader for S&P 500 ETFs with a TER of 0.03% per year
SPDR S&P 500 UCITS ETF – IE00B6YX5C33 – A1JULM
ETF special price for LGIM & Gerd Kommer Invest:
Best world equity ETF newcomer
L&G Gerd Kommer Multifactor Equity UCITS ETF;
distributing (IE0001UQQ933 – WELT0A) and accumulating (IE000FPWSL69 – WELT0B)
ETP special price for Valour:
Innovative provider of Bitcoin tracker ETP including CO2 compensation
1Valour Bitcoin Physical Carbon Neutral – GB00BQ991Q22 – A3G5PQ
The XENIX ETF AWARDS Germany 2023 are supported by the media partners Börsen Radio, BTC-Echo, Intelligent Investors, InvestorenPlattform and MoneyMoon.
About stock exchange gettex
gettex is an exchange for all types of investors – from retail investors to asset managers and institutional investors. As a matter of principle, gettex does not charge brokerage fees or stock exchange fees. Stocks, funds, ETPs, investment and leverage products are traded from 8:00 a.m. to 10:00 p.m.; bonds are traded until 8:00 p.m. gettex is a public stock exchange that ensures price quality and investor protection with its set of rules and trading supervision.
Contact: Dr. Robert Ertl, Executive Board, +49 89 549045-617, ertl@gettex.de, www.gettex.de/etfs/
About XENIX
®
XENIX is a provider of qualitative ETF ratings, publisher of the XENIX ETF AWARDS and organizer of the XENIX ETF DAYS 2024 in Berlin. XENIX’s qualitative ETF ratings fully cover the ETF markets in Germany, Italy, the UK, Northern Europe and Switzerland. The XENIX team assesses the quality of over 2,600 ETFs in a multi-stage process and classifies all sustainability ETFs in Europe according to regulatory requirements.
Press contact
Dr. Markus Thomas, +49 151 17835293, info@xenix.eu www.xenix.eu
Legal Disclaimer: This press release is for informational purposes only and does not offer specific investment advice, including but not limited to investment, financial, legal, tax or banking advice. This press release also does not contain any recommendations as to the suitability of particular index funds and/or ETFs for the circumstances of any particular investor. Nothing in this press release constitutes or forms part of any investment advice, recommendation or offer to issue, subscribe for or purchase any units, shares or other interests (“Units”) in the mutual funds described herein.
The information set forth in this press release should not be construed or treated as an offer or investment advice. All information published in this press release is expressly for general information purposes only and does not constitute investment advice tailored to individual circumstances and needs. A guarantee for the accuracy, completeness and timeliness of the information can not be accepted. Before purchasing financial instruments or using investment services, we recommend a detailed consultation with an investment advisor or detailed self-information by means of the product information required by law. Status: 01.12.2023.
