Our latest research Active & Passive allocation worldwide

% of active managers outperforming passive funds
Source: Morningstar and BSD Investing average data of all universes
All funds
ESG funds
All equity funds
All fixed income funds
Universe ranking

Active fund vs ETF in 2021: Who is the winner?

2021 shows mixed performances for active and passive management. Overall, the improvement in the performance of active management initiated since 2020 continues in 2021. Active management benefits from the flexibility to adapt to the post-health crisis context, oscillating between stress and hope of recovery on the equity markets and inflationary pressure and anticipation of a change in monetary policy on the bond markets. Passive management, for its part, was able to capture the phases of strong recoveries in a number of markets.

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101 results

Type Active & Passive funds universe Region Strategy Period Download
Flows & AuM All worldwide funds Global 2021-12-31
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)

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Other Issues and solutions to build optimal portfolios
Special issue

For investors, the decision to allocate to active or passive funds is critical in the context of broad portfolio construction considerations. It’s not an easy choice to make but financial research has proven that, ultimately, allocating efficiently between the two is crucial for portfolio performance.

Performances China Large-Cap funds Asia Large caps 2021-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Emerging debt Lcl Ccy funds Global Govies 2021-12-31
Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging debt Lcl Ccy funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Emerging debt Lcl Ccy funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Emerging markets Large-Cap funds Global Large caps 2021-12-31
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Emerging markets Large-Cap funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro government bond funds Europe Govies 2021-12-31
Outperforming Portfolio Compass - Euro government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro government bond funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro high-yield bond funds Europe High Yield 2021-12-31
Outperforming Portfolio Compass - Euro high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro high-yield bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro high-yield bond funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro inflation-linked bond funds Europe Inflation-linked 2021-12-31
Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro inflation-linked bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro inflation-linked bond funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro investment-grade bond funds Europe Investment-grade 2021-12-31
Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro investment-grade bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro investment-grade bond funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Europe growth funds Europe Growth 2021-12-31
Outperforming Portfolio Compass - Europe growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Europe growth funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Europe growth funds for a fair view and efficient decision..

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

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