The FTSE 100 quietly chugged to a new record high this week. Yet some FTSE 100 constituents might do well in such an environment, including oil majors BP and Shell, and potentially banks if rates edge higher. According to data from the iShares Core FTSE 100 ETF, the annualised total return (with dividends reinvested) over the past decade is 8.9%. That already respectable return would be even higher now because the FTSE 100 jumped another 4% in July. Source: BlackRockThis ETF dwarfs those returnsHowever, the Nasdaq-100 has performed much better than the FTSE 100 over the past decade.