Private Equity ETFs: Which is the best?

How to invest in private equity companies using ETFs

0.40% p.a. - 0.75% p.a.
annual total expense ratio (TER) of private equity ETFs
on private equity companies, which are tracked by ETFs
on private equity companies
 
The best indices for private equity ETFs

How do I invest in private equity companies with ETFs?

Private equity companies invest in companies that are not listed on the stock exchange. Such large and illiquid holdings are not directly investable for ETF investors. However, some large private equity companies are themselves listed companies and raise capital on the equity market. The stock price performance of such private equity companies depends largely on the performance of their investment portfolios, i.e. the shareholdings as well as the results of investment and exit.

Such listed private equity companies can be aggregated in an index that underlies an ETF. In this investment guide, you will find all ETFs that allow you to invest in private equity companies.
 

S&P Listed Private Equity performance

1 month: -4.39%
1 year: -21.23%
3 years: 18.21%
5 years: 55.75%
 

Private Equity ETFs in comparison

The most important factors at a glance

When choosing a private equity ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all private equity ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all private equity ETFs in detail
Compare all private equity ETFs in a chart

Provider
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares Listed Private Equity UCITS ETF USD (Dist)IE00B1TXHL60 782 0.75% p.a. Distributing Ireland Full replication
Xtrackers LPX MM Private Equity Swap UCITS ETF 1CLU0322250712 265 0.70% p.a. Accumulating Luxembourg Unfunded swap
FlexShares Listed Private Equity UCITS ETFIE0008ZGI5C1 124 0.40% p.a. Accumulating Ireland Full replication

Source: justETF.com; As of 07.12.22

 

Return comparison of all private equity ETFs

The table shows the returns of all private equity ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
iShares Listed Private Equity UCITS ETF USD (Dist) 4.12% -1.81% -5.08% -14.22% 24.15%
Xtrackers LPX MM Private Equity Swap UCITS ETF 1C 5.39% 0.35% -6.38% -23.32% 29.10%
FlexShares Listed Private Equity UCITS ETF 7.23% 0.00% -2.60% - -
ETF   2022
in %
2021
in %
2020
in %
2019
in %
2018
in %
iShares Listed Private Equity UCITS ETF USD (Dist) -16.91% 53.66% -3.54% 47.48% -10.08%
FlexShares Listed Private Equity UCITS ETF -17.98% - - - -
Xtrackers LPX MM Private Equity Swap UCITS ETF 1C -22.50% 63.26% 0.15% 45.04% -11.62%

Source: justETF.com; As of 30.11.22; Calculations in EUR including dividends