eToro Smart Portfolios Outperformed Nasdaq Index
The investment platform released decade-long performance data for its specialized tech and gaming portfolio offerings.
Updated on Oct. 13, 2026 in Investing
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eToro released ten-year performance data for its Smart Portfolios, revealing that its technology and gaming offerings significantly outpaced the Nasdaq-100 index between 2016 and 2026. The platform currently manages over 130 portfolios designed to provide retail investors access to long-term industry trends.
Why it matters
These portfolios aim to offer retail investors a simplified way to capitalize on broad market themes without requiring them to track individual company leadership or performance. The data highlights how thematic investing has performed relative to major market benchmarks over the last decade.
The technology and gaming portfolios returned 1,342% and 1,252% respectively over the ten-year period, compared to the Nasdaq-100 return of 636%. Meanwhile, the banking portfolio returned 333%, slightly edging out the S&P 500 gain of 326%.
The players
eToro
This global investment platform offers a range of social trading and multi-asset investment services for retail investors.
The details
The firm operates over 130 different Smart Portfolios that track companies exposed to specific industry themes. These investment vehicles feature no management fees, performance fees, or lock-up periods, and allow investors to view holdings and weightings through a centralized interface.
Timeline
The performance period for the portfolios spanned from 2016 to 2026.
eToro celebrated the ten-year anniversary of these investment portfolios in October 2026.
Market Dynamics
This release reflects the broader shift toward thematic investing in retail brokerage accounts, where platforms compete by offering curated baskets of stocks. These products position eToro against traditional passive index funds by targeting specific industry growth sectors.
Retail investors utilizing these portfolios benefit from a fee-free structure, which eliminates the traditional management costs associated with actively managed funds. Users can monitor their holdings and performance metrics directly through the platform interface.
The takeaway
Retail investors should evaluate whether thematic portfolios align with their long-term risk tolerance compared to broad market index funds. While historical returns can be high, thematic funds often concentrate exposure within specific sectors, which can increase overall portfolio volatility.
Further reading
For more information on market trends, visit the Investing section.
Source note: This article includes information reported by Al Bawaba.
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