＜Compatible with the new NISA frame＞3 ETFs that can be invested from less than 0.01 million yen aiming for yields of 3% or more
On the occasion of the beginning of the new fiscal yearAs a product suitable for people starting investments using the new NISA framework, ETFExamples include (exchange-traded funds).
The main advantages of ETFs are
・Since it is linked to an index or the like targeting multiple stocks,Risk can be diversified rather than investing in individual stocks
・Since it is publicly traded,Price movements can be understood in real time, and trading can be carried out at any time
・Not listedTrust remuneration rates are lower than mutual fundsThere are many things
・Depending on the brand, it can be purchased from 1 unit, soSmall investments are also possible
There is such a thing.
So, even now that the Nikkei Stock Average has risenETF investments that can aim for a 3% yieldWe will pick up the 3 ideas and ETF stocks suitable for the following 4 conditions from among them.
1.Investment targets of the new NISA (Growth Investment Framework)(=Sales gains and dividends are exempt from tax）
2. Compared to similar ETFsTotal net assets (roughly the same as market capitalization) are large(=High fluidity）
3.Minimum investment amount is small(=You can buy it even for a small amount）
4.Trust remuneration rates are low(=Trading costs are small）
The main advantages of ETFs are
・Since it is linked to an index or the like targeting multiple stocks,Risk can be diversified rather than investing in individual stocks
・Since it is publicly traded,Price movements can be understood in real time, and trading can be carried out at any time
・Not listedTrust remuneration rates are lower than mutual fundsThere are many things
・Depending on the brand, it can be purchased from 1 unit, soSmall investments are also possible
There is such a thing.
So, even now that the Nikkei Stock Average has risenETF investments that can aim for a 3% yieldWe will pick up the 3 ideas and ETF stocks suitable for the following 4 conditions from among them.
1.Investment targets of the new NISA (Growth Investment Framework)(=Sales gains and dividends are exempt from tax）
2. Compared to similar ETFsTotal net assets (roughly the same as market capitalization) are large(=High fluidity）
3.Minimum investment amount is small(=You can buy it even for a small amount）
4.Trust remuneration rates are low(=Trading costs are small）
＜Investment Idea 1: Domestic High Dividend Stock Index-Linked ETF＞
Domestic stock yields have declined due to rising stock prices,ETFs linked to multiple stocks focused on high-dividend stocks can still be expected to yield a fixed yield。
[ETF linked to high-dividend stock indices]
◆NEXT FUNDS Nikkei Average High Dividend Stock 50 Index Linked Exchange Traded Fund ( $NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$）：Over 100% return in the last 3 years
An ETF linked to the dividend yield weight stock price index “Nikkei Average High Dividend Stock 50 Index,” which consists of 50 stocks with high dividend yields among the Nikkei Average constituent stocks. The management and management company is Nomura Asset Management.
Trust remuneration is 0.308% including tax. Settlement dates are on the 7th of January, April, July, and October, and the distribution payment reference date is 4 times a year according to settlement. It was set in 17/2,The total return since the set was 156.3%, and in the last 3 years it was 118.9%(As of 24/3/29, the assumption is that distributions are reinvested). The distribution per unit for the past year was 68.23 yen (converted after division of beneficiary rights)The yield is 2.02%. On January 19, '24Since the beneficiary rights were split by 30, the minimum investment amount was drastically reduced。
Domestic stock yields have declined due to rising stock prices,ETFs linked to multiple stocks focused on high-dividend stocks can still be expected to yield a fixed yield。
[ETF linked to high-dividend stock indices]
◆NEXT FUNDS Nikkei Average High Dividend Stock 50 Index Linked Exchange Traded Fund ( $NEXT FUNDS Nikkei225 HiDivYld Stk 50 ETF (1489.JP)$）：Over 100% return in the last 3 years
An ETF linked to the dividend yield weight stock price index “Nikkei Average High Dividend Stock 50 Index,” which consists of 50 stocks with high dividend yields among the Nikkei Average constituent stocks. The management and management company is Nomura Asset Management.
Trust remuneration is 0.308% including tax. Settlement dates are on the 7th of January, April, July, and October, and the distribution payment reference date is 4 times a year according to settlement. It was set in 17/2,The total return since the set was 156.3%, and in the last 3 years it was 118.9%(As of 24/3/29, the assumption is that distributions are reinvested). The distribution per unit for the past year was 68.23 yen (converted after division of beneficiary rights)The yield is 2.02%. On January 19, '24Since the beneficiary rights were split by 30, the minimum investment amount was drastically reduced。
＜Investment Idea 2: J-REIT (Domestic Real Estate Investment Trust) Index-Linked ETF＞
Compared to individual stocks, J-REITDividend (distribution) yields are high because there is a sense of delaySo, the NAV ratio (net assets per unit), which is equivalent to the PBR (stock price-net asset ratio) of stocks, also remains low. There are many individual J-REITs that specialize in investment properties such as houses, offices, hotels, logistics facilities, etc., but since index-linked ETFs are linked to multiple J-REITs, risk is more distributed than individual J-REITs.
[ETF linked to the J-REIT Index]
◆iShares Core J-REIT ETF ( $iShares Core Japan REIT ETF (1476.JP)$）：The ease of being able to buy from one unit and the low trust rewards are attractive
An ETF linked to the market capitalization weighted index “Tokyo Stock Exchange REIT Index (including dividends)” (calculated by JPX Research Institute) for all J-REITs listed on the Tokyo Stock Exchange. The management and operation company is BlackRock Japan.Trust rewards are 0.165% including tax, which is cheap compared to similar ETFsThere is. Settlement dates are on the 9th of February, May, August, and November, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 15/10, and the total return since it was set was 44.36%, and 13.43% in the last 5 years (as of the end of March 24, assuming reinvestment of distributions). The distribution per unit for the past year was 75 yen,The yield is 4.13%。
Compared to individual stocks, J-REITDividend (distribution) yields are high because there is a sense of delaySo, the NAV ratio (net assets per unit), which is equivalent to the PBR (stock price-net asset ratio) of stocks, also remains low. There are many individual J-REITs that specialize in investment properties such as houses, offices, hotels, logistics facilities, etc., but since index-linked ETFs are linked to multiple J-REITs, risk is more distributed than individual J-REITs.
[ETF linked to the J-REIT Index]
◆iShares Core J-REIT ETF ( $iShares Core Japan REIT ETF (1476.JP)$）：The ease of being able to buy from one unit and the low trust rewards are attractive
An ETF linked to the market capitalization weighted index “Tokyo Stock Exchange REIT Index (including dividends)” (calculated by JPX Research Institute) for all J-REITs listed on the Tokyo Stock Exchange. The management and operation company is BlackRock Japan.Trust rewards are 0.165% including tax, which is cheap compared to similar ETFsThere is. Settlement dates are on the 9th of February, May, August, and November, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 15/10, and the total return since it was set was 44.36%, and 13.43% in the last 5 years (as of the end of March 24, assuming reinvestment of distributions). The distribution per unit for the past year was 75 yen,The yield is 4.13%。
runner-up◆iFreeETF Tokyo Stock Exchange REIT Index ( $iFreeETF Tokyo Stock Exchange REIT Idx (1488.JP)$）：Trading units will be reduced to 1 unit from June
The minimum investment amount is over 10,000 yen,Trading units were lowered from 10 units to 1 unit on 24/6/4After that, it is expected that it will be possible to invest for less than 10,000 yen.
An ETF linked to the Tokyo Stock Exchange REIT Index (including dividends). The management and management company is Daiwa Asset Management. Trust remuneration is 0.1705% including tax. Settlement dates are on the 4th of March, June, September, and December, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 16/10, and the total return since it was set was 31.95%, and 13.12% in the last 5 years (as of 24/4/4, assuming reinvestment of distributions). The distribution per unit for the past year was 75.8 yen,The yield is 4.20%。
The minimum investment amount is over 10,000 yen,Trading units were lowered from 10 units to 1 unit on 24/6/4After that, it is expected that it will be possible to invest for less than 10,000 yen.
An ETF linked to the Tokyo Stock Exchange REIT Index (including dividends). The management and management company is Daiwa Asset Management. Trust remuneration is 0.1705% including tax. Settlement dates are on the 4th of March, June, September, and December, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 16/10, and the total return since it was set was 31.95%, and 13.12% in the last 5 years (as of 24/4/4, assuming reinvestment of distributions). The distribution per unit for the past year was 75.8 yen,The yield is 4.20%。
＜Investment Idea 3: ETF linked to the US Bond Index＞
Unlike stocks, bonds such as government bonds and corporate bonds cannot be expected to rise drastically in price,Dividends (interest) are stable. The interest rate level that is the basis for determining bond yields is higher than in JapanUS bonds can be expected to yield relatively high yieldsThere are also advantages. Since the US has continued to raise policy interest rates since 22/3, the price of US bonds has been falling,Price increases can also be expected if interest rates move in the direction of interest rate cuts(Prices fall when interest rates move in the direction of raising interest rates). Since it is denominated in dollars, prices converted to yen are also affected by exchange rate fluctuations, but among ETFsLinked to yen-based indices with exchange rate hedgingThere are also brands that have done it.
[ETF linked to the US bond index]
◆NEXT FUNDS Bloomberg US Investment Grade Corporate Bonds (1-10 years) Index (with exchange rate hedging) Linked Exchange Traded Fund ( $NEXT FUNDS BBg US Int Corp Idx H ETF (2554.JP)$）：Stability is enhanced with exchange hedging
An ETF linked to the “Bloomberg US Investment Qualified Corporate Bonds (1-10 years) Index (yen hedging, yen basis)” showing the performance of the US dollar investment-grade corporate bond market with 1 to 10 years remaining. The management and management company is Nomura Asset Management. Trust remuneration is 0.297% including tax. Settlement dates are on the 7th of March, June, September, and December, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 19/6, and the total return since it was set was -8.3%, and -12.4% in the last 3 years (as of 24/3/29, assuming reinvestment of distributions). The distribution per unit for the past year was 25.8 yen,The yield is 3.20%。
Unlike stocks, bonds such as government bonds and corporate bonds cannot be expected to rise drastically in price,Dividends (interest) are stable. The interest rate level that is the basis for determining bond yields is higher than in JapanUS bonds can be expected to yield relatively high yieldsThere are also advantages. Since the US has continued to raise policy interest rates since 22/3, the price of US bonds has been falling,Price increases can also be expected if interest rates move in the direction of interest rate cuts(Prices fall when interest rates move in the direction of raising interest rates). Since it is denominated in dollars, prices converted to yen are also affected by exchange rate fluctuations, but among ETFsLinked to yen-based indices with exchange rate hedgingThere are also brands that have done it.
[ETF linked to the US bond index]
◆NEXT FUNDS Bloomberg US Investment Grade Corporate Bonds (1-10 years) Index (with exchange rate hedging) Linked Exchange Traded Fund ( $NEXT FUNDS BBg US Int Corp Idx H ETF (2554.JP)$）：Stability is enhanced with exchange hedging
An ETF linked to the “Bloomberg US Investment Qualified Corporate Bonds (1-10 years) Index (yen hedging, yen basis)” showing the performance of the US dollar investment-grade corporate bond market with 1 to 10 years remaining. The management and management company is Nomura Asset Management. Trust remuneration is 0.297% including tax. Settlement dates are on the 7th of March, June, September, and December, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 19/6, and the total return since it was set was -8.3%, and -12.4% in the last 3 years (as of 24/3/29, assuming reinvestment of distributions). The distribution per unit for the past year was 25.8 yen,The yield is 3.20%。
runner-up◆iShares US Treasury 20-Year Over ETF (with exchange rate hedging) ( $iShares 20+ Yr US Treasury Bd JPYHdg ETF (2621.JP)$）：A sense of security linked to US bonds as safe assets
The yield has slightly not reached 3%,The linked index is US bonds that are positioned as the world's top financial products in terms of safety and circulation volumeIt has this characteristic.
An ETF that excludes 20-year bond index stocks (on-the-run stocks) from US bonds with over 20 years remaining, and links the bond index “ETSE US Treasury Bond 20 Year Over Select Index (domestic investment credit yen hedged yen basis),” which excludes 20-year bond index stocks (on-the-run stocks) and weights the return ratio of each stock by market capitalization.
The management and operation company is BlackRock Japan. Trust remuneration is 0.154% including tax. Settlement dates are on the 11th of January, April, July, and October, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 20/10, and the total return since it was set was -44.78%, and in the last 3 years it was -34.23% (as of 24/3/31, assuming reinvestment of distributions). The distribution per unit for the past year was 36 yen,The yield is 2.87%。
The yield has slightly not reached 3%,The linked index is US bonds that are positioned as the world's top financial products in terms of safety and circulation volumeIt has this characteristic.
An ETF that excludes 20-year bond index stocks (on-the-run stocks) from US bonds with over 20 years remaining, and links the bond index “ETSE US Treasury Bond 20 Year Over Select Index (domestic investment credit yen hedged yen basis),” which excludes 20-year bond index stocks (on-the-run stocks) and weights the return ratio of each stock by market capitalization.
The management and operation company is BlackRock Japan. Trust remuneration is 0.154% including tax. Settlement dates are on the 11th of January, April, July, and October, and the distribution payment reference date is 4 times a year according to settlement.
It was set in 20/10, and the total return since it was set was -44.78%, and in the last 3 years it was -34.23% (as of 24/3/31, assuming reinvestment of distributions). The distribution per unit for the past year was 36 yen,The yield is 2.87%。
ー MooMoo News Mark
Source: ETF management company website, Japan Exchange Group website, moomoo
Source: ETF management company website, Japan Exchange Group website, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
Read more
Comment
Sign in to post a comment
