Constancy Investments is well-known for being an investor-friendly outfit, with low-cost and even no-cost mutual funds. However the firm additionally has a spread of about 75 exchange-traded funds (ETFs) that buyers could wish to contemplate including to their portfolio.
Whereas most of those ETFs are small or comparatively new — fewer than half have been round greater than 5 years — buyers nonetheless have stable selections in the case of choosing a horny fund.
Listed here are one of the best Constancy ETFs that you just may wish to add to your portfolio.
Prime Constancy ETFs
The listing beneath contains the highest seven Constancy ETFs by efficiency over the past 5 years. If a Constancy fund has not existed for at the least that lengthy, it’s excluded from consideration.
(Be aware: Returns beneath are as of April 25, 2025.)
Constancy MSCI Vitality Index ETF (FENY)
This ETF tracks the efficiency of the MSCI USA IMI Vitality Index, which covers the power sector within the U.S. inventory market. Prime holdings embrace Exxon Mobil, Chevron and ConocoPhillips.
- Historic efficiency (annual over 5 years): 24.6 p.c
- Expense ratio: 0.084 p.c
Constancy MSCI Info Know-how Index ETF (FTEC)
This ETF is concentrated on data know-how and tracks the efficiency of the MSCI USA IMI Info Know-how Index. The fund is assessed as “massive progress,” that means that it holds large-cap shares which might be centered on progress. Prime holdings embrace Apple, Microsoft and Nvidia.
- Historic efficiency (annual over 5 years): 19.6 p.c
- Expense ratio: 0.084 p.c
Constancy MSCI Financials Index ETF (FNCL)
This fund focuses on investments within the monetary sector and tracks the efficiency of the MSCI USA IMI Financials Index. Prime holdings embrace Berkshire Hathaway, JPMorgan Chase and Visa.
- Historic efficiency (annual over 5 years): 19.5 p.c
- Expense ratio: 0.084 p.c
Constancy Excessive Dividend ETF (FDVV)
This ETF seeks to trace the Constancy Excessive Dividend IndexSM, which incorporates large- and mid-cap dividend-paying shares which might be anticipated to pay and develop their dividends. Prime holdings embrace Apple, Microsoft and Nvidia.
- Historic efficiency (annual over 5 years): 18.0 p.c
- Expense ratio: 0.16 p.c
Constancy Enhanced Massive Cap Development ETF (FELG)
This fund focuses its investments within the Russell 1000 Development Index, which incorporates large-cap progress shares from the Russell 1000 Index. Prime shares right here embrace Apple, Microsoft and Nvidia.
- Historic efficiency (annual over 5 years): 17.6 p.c
- Expense ratio: 0.18 p.c
Constancy Shares For Inflation ETF (FCPI)
This ETF seeks to trace an index composed of mid- and large-cap U.S. shares with enticing valuations, high-quality profiles and optimistic momentum. The fund emphasizes industries that are inclined to outperform in inflationary environments. Prime holdings embrace Apple, Microsoft, Nvidia and Exxon Mobil.
- Historic efficiency (annual over 5 years): 17.2 p.c
- Expense ratio: 0.16 p.c
Constancy MSCI Industrials Index ETF (FIDU)
This fund tracks corporations within the industrial sector and seeks to trace the efficiency of the MSCI USA IMI Industrials Index. Prime holdings embrace GE Aerospace, RTX Corp, Caterpillar and Union Pacific.
- Historic efficiency (annual over 5 years): 18.0 p.c
- Expense ratio: 0.084 p.c
Backside line
These Constancy ETFs all have enticing long-term returns and cost low expense ratios, making them match for a lot of buyers. However you’ll wish to analysis them additional and examine them with different funds — reminiscent of one of the best small-cap ETFs — to see in the event that they work finest to your wants.
Editorial Disclaimer: All buyers are suggested to conduct their very own impartial analysis into funding methods earlier than investing choice. As well as, buyers are suggested that previous funding product efficiency is not any assure of future worth appreciation.
