ETF of the Week with Tom Lydon: Recent Episodes
ETF Trends
VettaFi’s vice chairman Tom Lydon discussed the Amplify Online Retail ETF (IBUY)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Sprott Uranium Miners ETF (URNM)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the BTD Capital ETF (DIP)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the ETF of the Week: WisdomTree US SmallCap Earnings Fund (EES)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Consumer Discretionary Select Sector SPDR® Fund (XLY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the ALPS Alerian MLP ETF (AMLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Pacer US Small Cap Cash Cows 100 ETF (CALF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the PIMCO Multisector Bond Active ETF (PYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the SPDR Dow Jones Industrial Average ETF Trust (DIA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the KraneShares CSI China Internet ETF (KWEB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Goldman Sachs Hedge Industry VIP ETF (GVIP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Global X Russell 2000 Covered Call ETF (RYLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Teucrium AiLA Long-Short Agriculture Strategy ETF (OAIA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Consumer Staples Select Sector SPDR Fund (XLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Main BuyWrite ETF (BUYW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Vanguard Mega Cap Growth ETF (MGK) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the ERShares Entrepreneurs ETF (ENTR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the ProShares Bitcoin Strategy ETF (BITO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the VanEck Gold Miners ETF (GDX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s Head of Research, Todd Rosenbluth, discussed fixed income and international equity on this bonus “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Franklin FTSE Mexico ETF (FLMX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed abrdn Physical Precious Metals Basket Shares ETF (GLTR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed NightShares 500 1x/1.5x ETF (NSPL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Vanguard FTSE All World ex-US Small-Cap ETF (VSS) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Vanguard Small Cap Growth ETF (VBK) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Invesco S&P 500 Equal Weight ETF (RSP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the SPRD S%P 500 ETF Trust (SPY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the iShares Core MSCI Emerging Markets ETF (IEMG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the JPMorgan Equity Premium Income ETF (JEPI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the WisdomTree Europe Hedged Equity Fund (HEDJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the iShares MSCI Turkey ETF (TUR) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Pacer Trend Pilot US Large Cap ETF (PTLC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Nuveen Global Net Zero Transition ETF (NTZG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
NTZG is an actively managed, global equity exchange-traded fund that seeks favorable long-term total return mainly through capital appreciation.
VettaFi’s vice chairman Tom Lydon discussed the Invesco Golden Dragon China ETF (PGJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the iShares Europe ETF (IEV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Amplify CWP Enhanced Dividend Income ETF (DIVO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
DIVO seeks investment results that correspond generally to an existing strategy called the Enhanced Dividend Income Portfolio (EDIP). The strategy is managed by DIVO’s sub-adviser, Capital Wealth Planning (CWP).
VettaFi’s vice chairman Tom Lydon discussed the iShares U.S. Home Construction ETF (ITB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
“ETF of the Week” became “ETFs of the Week” as VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Kensho Clean Power ETF (CNRG) and the SPDR S&P Oil & Gas Exploration & Production ETF (XOP) for a rare double header for this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the JPMorgan Ultra-Short Income ETF (JPST) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the JPMorgan Ultra-Short Income ETF (JPST) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the FCF US Quality ETF (TTAC)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Harbor Corporate Culture ETF (HAPI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life."
VettaFi’s vice chairman Tom Lydon discussed the WisdomTree Dynamic Currency Hedged International Equity Fund (DDWM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
VettaFi’s vice chairman Tom Lydon discussed the VanEck Morningstar Wide Moat ETF (MOAT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
VettaFi’s vice chairman Tom Lydon discussed the SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.
VettaFi’s vice chairman Tom Lydon discussed the iShares US Oil &Gas Exploration & Production ETF (IEO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the Utilities Select Sector SPDR Fund (XLU) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the VanEck Uranium+Nuclear Energy ETF (NLR)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the iShares Russell 200 Growth ETF (IWO)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the SPDR Portfolio S&P500 Growth ETF (SPYG) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Growth stocks have rallied recently while value has lagged since mid-June. Advisors are increasingly expressing optimism in the space as well: Bank of America reported that its the first time since August 2020 that fund managers are anticipating growth to outperform value, with 88% expecting inflation in the U.S. will decline in the next 12 months.
These perspectives have caused a rotation away from more defensive positions and back to sectors such as technology, energy, banks, and more, particularly given the recession risk outlook and value's historic outperformance exiting a recession versus entering one.
SPYG is a low-cost ETF that offers exposure to some of the strongest growth stocks within the S&P 500.
VettaFi’s vice chairman Tom Lydon discussed the Global X U.S. Preferred ETF (PFFD)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
VettaFi’s vice chairman Tom Lydon discussed the VanEck CLO ETF (CLOI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Collateralized Loan Obligations are a different kind of investment for a different kind of time, and we are in a different kind of time.
VettaFi’s vice chairman Tom Lydon discussed the Pacer Global Cash Cows Dividend ETF (GCOW) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
A strategy driven exchange traded fund that attempts to provide a continuous stream of income and capital appreciation over time by screening for companies with a high free cash flow yield and a high dividend yield.
VettaFi’s vice chairman Tom Lydon discussed the FlexShares US Quality Low Volatility Index Fund (QLV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Low volatility ETF strategies can allow for diversification opportunities across core allocations and have been one of the best performing factors during market contractions. Allocating to a quality, low-vol strategy could provide diversification for a traditional 60/40 portfolio while reducing standard deviation.
QLV invests in U.S. companies that display stability, financial strength, as well as quality characteristics while seeking to provide lower absolute volatility.
VettaFi’s vice chairman Tom Lydon discussed the iShares 20+ Year Treasury Bond ETF (TLT)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The first half of 2022 proved painful for bonds in particular but with recession risk now top of mind for many advisors and investors, the dual benefit of recession hedge and cheaper price could make TLT an attractive fund.
Bonds have traditionally been a safe haven asset in times of recession and in the last week there has been nearly $800 million of net inflows into TLT. With interest rate risk already priced in, the fund has an effective duration of 18.16 years.
VettaFi’s vice chairman Tom Lydon discussed the XTrackers S&P 500 ESG ETF (SNPE)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
SNPE provides exposure to the S&P 500 but through an environmental, social, and governance lens. The S&P 500 ESG Index that the fund seeks to track utilizes ESG factors and criteria for inclusion while excluding companies that don't have sufficient UN Global Compact scores or else participate in certain industries such as tobacco, controversial weapons, and thermal coal.
ESG is going to be a growing part of the investiong equation looking ahead both from a regulatory risk perspective as well as a climate risk perspective and SNPE seeks to provide performance while also reducing risk.
VettaFi’s vice chairman Tom Lydon discussed theKFA Mount Lucas Index Strategy ETF (KMLM) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Alternatives have become an attractive option for many advisors and investors in an environment where both bonds and equities are challenged. Managed futures funds have offered returns during the prolonged period of market volatility and have become a popular option within alts.
KFA Funds, a KraneShares company, invests in futures contracts within commodities, currencies, and global fixed income.
KMLM offer possible hedges for equity, bond, and commodity risk and has demonstrated a negative correlation to both equities and bonds in bull and bear markets.
VettaFi’s vice chairman Tom Lydon discussed the iMGP DBi Managed Futures Strategy ETF (DBMF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The challenges that portfolios are facing this year in both equities and bonds have given rise to a growing interest in alternatives, and the uncorrelated benefits that managed futures can offer portfolios has caused an influx of interest and flows in the first half of the year.
Managed futures can provide both diversification opportunities as well as the potential for "crisis alpha" in their ability to seek out the pockets of opportunity during market dislocations. DBMF is an actively managed fund that seeks to replicate the performance of the 20 largest managed futures hedge funds at ETF fee prices.
VettaFi’s vice chairman Tom Lydon discussed the VanEck ChiNext ETF (CNXT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
While the U.S. engages in a policy of fiscal tightening, China is easing, with the Shanghai Composite and CSI 300 both in a two-month rally that has resulted in a gain of 13%. While mainland markets have had challenges this year, the recovery and supportive fiscal policies have equated to outperformance compared to other emerging and developed markets.
CNXT tracks the ChiNext Index which is comprised of the 100 largest and most liquid securities listed on the ChiNext Market on the Shenzhen Stock Exchange, and invests in China A-shares, the stocks that trade in mainland China.
VettaFi’s vice chairman Tom Lydon discussed the Pacer Industrials and Logistics ETF (SHPP)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Since the onset of the pandemic in 2020, supply chains have experienced a supply and demand mismatch that has only been further exacerbated by the war in Ukraine and lockdowns in major port cities in China.
SHPP seeks to offer exposure to the companies that support and allow global supply chains to function. The fund has exposure to a broad swathe of supply chain related companies, from railways to domestic and international shipping companies such as FedEx.
In May the U.S. dollar hit a two decade high, with rising interest rates offering support forward-looking. It reflects the increased risk aversion that investors are having in the current market environment, creating greater strength for the dollar as they move away from riskier assets.
When stacked up against foreign currencies, the dollar remains one of the strongest global currencies currently with the euro weakening on Russian oil embargo concerns while the Japanese yen remains at almost two-decade lows.
UUP tracks the value of the dollar relative to a basket of six major world currencies: the euro, Japanese yen, British pound, Canadian dollar, Swedish krona, and Swiss franc.
VettaFi’s vice chairman Tom Lydon discussed the abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF (BCIM)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
BCIM offers investors a targeted way to capture exposure to the the growing demand in raw materials globally by investing in futures contracts of aluminum, copper, nickel, and zinc.
The energy transition will continue to drive demand for industrial metals as almost all renewable energy option utilizes these metals.
Supply side issues created due to the war in Ukraine and shortage of Russian metals such as nickel and aluminum have created an underlying support for the metals market.
VettaFi’s Vice Chairman Tom Lydon discussed the Neuberger Bergman Disrupters ETF (NBDS)on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
NBDS is part of an active suite of ETFs launched by Neuberger Berman and containts a high conviction, all-cap portoflio of companies that are either disrupting existing markets or are creating their own new ones.
The fund seeks to maximize returns through its concentrated, low-turnover portfolio of companies that it believes are on the leading edge of innovation across multiple themes.
Vettafi’s Vice Chairman Tom Lydon discusses the Merk Stagflation ETF (STGF)on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
STGF offers investors a way to benefit in an environment of stagflation where there is persistent, high inflation coupled with slow economic growth.
The fund includes a dynamic basket of inflation hedges and invests in gold, oil, real estate and TIPS, all through other ETFs, as well as dynamically rebalancing its allocations.
With inflationary indicators signalling longer-term potential, such as the expected rise of shelter within CPI (rent generally lags anywhere from a year to 18 months beyind home prices), and wholesale inflation high in April, now is the time to consider inflation-oriented funds.
RAAX is actively managed and invests in exchange traded products with exposure to real assets like commodities, real estate, infrastructure, and natural resources. It provides an inflationary hedge, a leverage to global growth, and is a portfolio diversifier.
ETF Trends’ CEO Tom Lydon discusses the SPDR S&P 500 Dividend ETF (SDY) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
As stock markets plunge after the Fed announcement of a 0.50% interest rate increase and balance sheet tightening in June, investors continue to seek out steady-paying dividend ETF strategies.
Analysts believe that income-generating securities are becoming one of the new safe havens as growth and tech stocks continue to fall.
SDY provides a potential hedge against inflation by investing in companies that have increased their dividends for the past 20 consecutive years.
ETF Trends’ CEO Tom Lydon discusses the Invesco Water Resources ETF (PHO) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
Water scarcity is becoming increasingly common globally, with a 57% decrease in renewable water between 1962 and 2017.
A McKinsey study estimates that global demand for water will outstrip supply by 40% by 2030. Addressing water scarcity will require technological solutions and investment.
PHO invests in U.S. exchange-listed companies within the water industry that create products to purify and conserve water for homes and industries.
ETF Trends’ CEO Tom Lydon discusses the India Internet and Ecommerce ETF (INQQ)onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
INQQ offers investors exposure to the favorable demographic trends in India, with over a quarter of the world's Gen-Z population and a middle class that should double by 2030.
India is the world leader for start-ups and has had more than 70 unicorns, or companies that have an IPO of $1 billion or higher. Regulatory support continues from a government perspective for the digitization of India.
INQQ currently is comprised almost entirely of small- and mid-caps, offering great growth opportunity for investors.
ETF Trends’ CEO Tom Lydon discusses the U.S. Global Jets ETF (JETS) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
Brazil has been a strong outperformer within emerging markets, up 38% year-to-date, with strong fundamentals such as a stabilizing consumer confidence index, high interest rates proving attractive for carry trades, and retail sale growth.
Brazil is a large exporter of crude oil, iron, sugar cane, and coffee bean and with the Russia/Ukraine war, has experienced rising commodity and energy prices.
FLBR offers access to the Brazilian stock market at attractive prices and tracks large- and mid-cap companies within Brazil.
ETF Trends’ CEO Tom Lydon discusses the U.S. Global Jets ETF (JETS) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
There is an uptick in travel demand as COVID-19 concerns retreat for many. February saw travelers spending an estimated $6.6 billion on domestic flights, up 6% from three years ago in pre-pandemic times.
Airliners are passing on rising fuel costs to customers in the form of higher ticket prices and remain confident that they can maintain revenues despite rising gas and oil prices.
JETS offers exposure to the global airline industry, both manufacturers and operators.
ETF Trends’ CEO Tom Lydon discusses the Emerging Markets Internet & Ecommerce ETF (EMQQ) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
EMQQ is a broad strategy of gaining exposure to the emerging middle-income consumer classes in developing countries and is up 33% since mid-March lows.
Developing countries make up 85% of the world's population and have a greater demographic of young people, have faster growth rates, and make up 50% of the global GDP.
Investors are traditionally underweight in emerging markets and by putting emphasis on the consumer sectors, it could help to drive growth for fundamentals that are improving.
ETF Trends’ CEO Tom Lydon discusses the Vangaurd S&P 500 ETF (VOO) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
Markets have had a month to digest the Russia-Ukraine war and the initial panic and uncertainty of the invasion by markets has settled into a more predictable pace as analysts determine what areas of the global economy are impacted specifically.
The underlying economic fundamentals in the U.S. remain strong, with unemployment benefit rolls at their lowest in 52 years and manufacturing and homebuilding both increasing in February.
VOO is currently offering a cheaper entry point for investors, trading at 19.7 price-to-earnings compared to the 26.1 P/E ratio of the S&P 500 at the beginning of 2022.
ETF Trends’ CEO Tom Lydon discusses the SPDR S&P Oil and Gas Exploration and Production ETF (XOP) onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
The Russia/Ukraine war have caused market volatility and concerns around the global supply of oil and natural gas. Russia makes up up for 10% of crude oil supply and banking sanctions have meant that the vast majority of it cannot be touched.
Increasing energy prices equate to increasing demands on energy companies to increase both drilling and the number of oil wells they have. XOP provides exposure to oil and gas production and exploration.
ETF Trends’ CEO Tom Lydon discusses the Aberdeen Standard Physical Palladium Shares ETF (PALL)onthis week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
The invasion of Ukraine by Russia and subsequent war has driven up palladium prices significantly, which began 2022 around $1,900 an ounce and have spiked above $3,000 an ounce. The current conflict puts a big portion of the world's palladium supply in question as it is a Russian export.
PALL is a physically backed palladium ETF, with each share equating to around 0.0942 ounces of palladium.
ETF Trends’ CEO Tom Lydon discusses the Invesco DB Agriculture Fund (DBA) this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
Increasing energy costs combined with the potiential ripple effects from war in Ukraine could drive U.S. farm crop prices higher. Invesco DB Agriculture Fund (DBA) provides investors a convenient and cost-effective way to invest in agricultural commodity futures.
The invasion and outbreak of war in Ukraine stands to potentially impact agriculture the world over in many ways, from Russian price gouging of fertilizer (a major export from Russia), to up to 12% of global wheat exports and 13% of global corn exports being affected out of Ukraine.
Collectively, Russia and Ukraine make up 30% of the world's global wheat exports. The effects of war could have widespread implications for agriculture.
ETF Trends’ CEO Tom Lydon discusses the AXS Astoria Inflation Sensitive ETF (PPI) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
PPI is a strategey that advisors can use that embraces the inflationary environment by investing in "inflation-sensitive" assets to limit inflation risk.
The fund is actively managed and has broad, multi-asset exposure to sectors and securities that could potentially benefit from rising prices. By investing in a diversification of asset classes within one fund, it may help to create a more heightened buffer against inflation.
ETF Trends’ CEO Tom Lydon discusses the IQ Healthy Hearts ETF (HART) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
HART is a "dual impact" ESG ETF that is designed to offer investors an innovative thematic strategy connected to key sustainability priorities, while advancing social good.
The fund was created in alignment with the American Heart Association and invests in companies that reflect their core initiatives of healthy, active lives as well as the treatment of cardiovascular disease.
IndexIQ, the issuer. along with New York Life Investments, will make ongoing contributions to the American Heart Association's Social Impact Fund.
ETF Trends’ CEO Tom Lydon discusses the XTrackers MSCI All World ex US-Hedged Equity ETF (DBAW) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
DBAW is a pure play on international equities that eliminates the need for foreign exchange currency risks.
Unhedged international positions can create greater volatility within a portfolio, particularly in an environment of global inflation. DBAW tracks the performance of equity securities in developed and emerging markets while also mitigating the currency value fluctuations of the countries invested in.
ETF Trends’ CEO Tom Lydon discusses the Simplify Health Care ETF (PINK) on this week’s ETF of the Week podcast with Chuck Jaffe of the MoneyLife Show.
PINK is an actively managed fund that provides thematic exposure to some of the fastest growing areas within the healthcare sector. The fund offers multi-cap exposure to companies in biotech, medtech, gene therapy, and others.
Simplify donates all of its net profits from management of the fund to Susan G. Komen, a leader in the fight against breast cancer.
ETF Trends' CEO Tom Lydon discusses the SPDR Blackstone Senior Loan ETF (SRLN) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show. SRLN is an alternative fixed-income idea that can potentially help diversify a more traditional portfolio as well as enhace the possible yield generation while defending against rising interest rates. Senior loans historically have performed better with greater income and less volatility compared to other fixed income asset classes.
ETF Trends' CEO Tom Lydon discusses the Alerian Energy Infrastructure ETF (ENFR) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show.
The midstream energy sector could be positioned favorably for 2022 as both energy and midstream both tend to do well in inflationary times. ENFR seeks to track the performance of the Alerian Midstream Energy Select Index, an index comprised of North American midstream companies that include MLPs in the U.S. and Canada.
ETF Trends' CEO Tom Lydon discusses the ALPS Sector Dividend Dogs ETF (SDOG) on this week's ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show.
SDOG has a high conviction tilt toward income with screening that is isolated at the sector level. The fund provides high dividend exposure by selecting the five highest yielding securities in all of the eleven GICS sectors except Real Estate and provides exposure to value.
ETF Trends CEO Tom Lydon discussed the ETF of the Week: the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL)
IVOL is a first-of-its-kind ETF designed to hedge risk related to volatility within fixed income or increasing inflation expectations and is actively managed.
ETF Trends’ CEO Tom Lydon discusses the iShares TIPS Bond ETF (TIP) on this week’s ETF of the Week podcast with Chuck Jaffe on the MoneyLife Show.
Treasury inflation-protected securities are a great option for fixed-income investors to hedge their portfolio against rising inflation.
The Simplify Interest Rate Hedge ETF seeks to hedge interest rate movements from increasing long-term interest rates. The fund also benefits from market stress when fixed income volatility increases, while still providing the potential for income.
ETF Trends CEO Tom Lydon discussed the ETF of the Week: ARK Transparency ETF (CTRU) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The ARK Transparency ETF seeks to provide investment results that closely correspond, before fees and expenses, to the Transparency IndexTM (TRANSPCY), which is designed to track the stock price movements of the 100 most transparent companies in the world.
ETF Trends CEO Tom Lydon discussed the Columbia Multi-Sector Municipal Income ETF (MUST) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
MUST seeks investment results that, before fees and expenses, closely correspond to the performance of the Index. The fund invests at least 80% of its net assets in bonds and other debt instruments issued by or on behalf of state or local governmental units whose interests are exempted from US federal income tax.
ETF Trends CEO Tom Lydon discussed the KraneShares Global Carbon ETF (KRBN) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
KRBN seeks to provide a total return that, before fees and expenses, exceeds that of the IHS Markit Global Carbon Index over a complete market cycle. The fund is benchmarked to IHS Markit’s Global Carbon Index, which offers broad coverage of cap-and-trade carbon allowances by tracking the most traded carbon credit futures contracts. The index introduces a new measure for hedging risk and going long the price of carbon while supporting responsible investing.
ETF Trends CEO Tom Lydon discussed the Schwab Ariel ESG ETF (SAEF) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
SAEF is an active, semi-transparent (also known as non-transparent) ETF that invests in small- and mid-cap stocks that have been screened based on environmental, social, and governance (ESG) factors.
ETF Trends CEO Tom Lydon discussed the Direxion Daily Travel & Vacation Bull 2X Shares (OOTO) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Direxion Daily Travel & Vacation Bull 2X Shares seeks daily investment results, before fees and expenses, of 200% of the performance of the BlueStar Travel and Vacation Index.
ETF Trends CEO Tom Lydon discussed the Invesco Global Clean Energy ETF (PBD) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to the global clean energy index, including both U.S. and international stocks in the underlying portfolio. PBD also diversifies across various types of clean energy—such as wind, solar, and hydro—making it an interesting option for those looking to bet on a clean energy boom but unwilling to make a concentrated bet on a specific sub-sector.
ETF Trends CEO Tom Lydon discussed the KraneShares Asia Pacific High Yield Bond ETF (KHYB) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
KHYB is an actively managed fund that provides broad exposure to high-yield bonds from the Asia-Pacific. The fund actively invests in high-yield debt securities of any maturity issued by governments and corporations from the Asia-Pacific region, including emerging and developed countries. Nikko Asset Management Americas Inc., the sub-advisor, uses top-down macro research and bottom-up credit research to construct its portfolio, using a proprietary process that combines quantitative and qualitative factors to assess an issuer’s credit profile, along with an assessment of a security’s value and relative value compared to other similar securities. KHBY may invest in other investment companies, including ETFs, and derivatives.
ETF Trends CEO Tom Lydon discussed the Invesco Russell 1000 Equal Weight ETF (EQAL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
EQAL is a variation on Invesco’s popular equal-weight S&P 500 ETF, taking the 1000 largest U.S. stocks in the Russell index and assigning them equal weight in the portfolio. The result is a sector and size mix that diverges significantly from the traditional index fund. Adherents of equal weighting argue that it eliminates the market-cap bias built into traditional indexes. At the same time, critics say that equal-weighting is just another way of tilting toward smaller companies in a portfolio.
ETF Trends CEO Tom Lydon discussed the ProShares Bitcoin Strategy ETF (BITO) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BITO is the first U.S. bitcoin-linked ETF offering investors an opportunity to gain exposure to bitcoin returns in a convenient, liquid, and transparent way. The Fund seeks to provide capital appreciation primarily through managed exposure to bitcoin futures contracts. BITO does not invest directly in bitcoin, and the price and performance of bitcoin futures should be expected to differ from the current “spot” price of bitcoin.
ETF Trends CEO Tom Lydon discussed the ProShares S&P 500 Ex-Sector ETFs Suite (SPXE, SPXN, SPXV, SPXT) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ProShares S&P 500 Ex-Sector ETFs focus on S&P 500 companies, exclusive of certain sectors. Each ETF seeks investment results, before fees and expenses, that track the performance of its index.
ETF Trends CEO Tom Lydon discussed the Next Frontier Internet & Ecommerce ETF (FMQQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
FMQQ is designed to provide investors with exposure to the Internet and Ecommerce sectors of the developing world. Many investors believe that the growth of consumption in Emerging Markets represents a significant growth opportunity as more than one billion people are expected to enter the consumer class in the coming decades. Increasingly, these consumers are using smartphones and broadband mobile connections to access the Internet. FMQQ holds over 60 companies operating in Emerging and Frontier Markets beyond China, including India, Brazil, Russia, South Korea, Taiwan, and South Africa.
ETF Trends CEO Tom Lydon discussed the Goldman Sachs Future Tech Leaders Equity ETF (GTEK) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
GTEK is a fully transparent, actively managed equity ETF that will generally invest in listed technology companies with market capitalizations of less than $100 billion across both developed and emerging markets. Goldman Sachs intends to invest in the fund alongside its clients.
ETF Trends CEO Tom Lydon discussed the Amplify Thematic All-Stars ETF (MVPS) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
MVPS is a core thematic ETF investing in the themes and stocks considered most popular as determined by U.S. ETF ownership data. MVPS seeks investment results that correspond generally to the ETF All-Stars Thematic Composite Index.
ETF Trends CEO Tom Lydon discussed the KraneShares CSI China Internet ETF (KWEB) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
KWEB is the only ETF on the market that offers pure-play exposure to Chinese software and information technology stocks that are China’s answer to U.S. firms like Amazon and Facebook.
ETF Trends CEO Tom Lydon discussed target date mutual funds and ETFs on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The whole idea is that target date mutual funds and ETFs make it easy for the investor. It just involves picking the date that is thought to be a retiring date in the future, which tends to be rolling every five-year period. The fund company would then allocate within that ETF or mutual fund a stock and bond mix that would decrease equity holdings and increased fixed income holdings over time.
ETF Trends CEO Tom Lydon discussed the T. Rowe Price Equity Income ETF (TEQI) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
TEQI Invests at least 80% of its net assets in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued. For more information regarding the risks of the Fund, see the risk section below.
ETF Trends CEO Tom Lydon discussed the Fidelity Magellan ETF (FMAG) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The fund seeks long-term growth of capital. Normally investing primarily in equity securities. Investing in either "growth" stocks or "value" stocks or both. Investing in domestic and foreign issuers. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
ETF Trends CEO Tom Lydon discussed the IQ Chaikin U.S. Small Cap ETF(CSML) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The IQ Chaikin U.S. Small Cap ETF (CSML) seeks investment results that track, before fees and expenses, the price and yield performance of the NASDAQ Chaikin Power U.S. Small Cap Index. The NASDAQ Chaikin Power U.S. Small Cap Index is a rules-based, quantitative index, designed to enhance an existing index (NASDAQ US 1500 Index) by selecting stocks with the highest Chaikin Power Gauge rating. The Index rebalances and reconstitutes annually and typically consists of 200 to 350 equally weighted securities
ETF Trends CEO Tom Lydon discussed the SmartETFs Dividend Builder ETF (DIVS) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to small cap U.S. stocks that maintain attractive dividend yields, making it one of many tools available to investors looking to enhance the current returns delivered from the equity side of their portfolio. DIVS can be used in a number of different ways; this ETF might be an appealing short-term tactical tool for those looking to shift holdings towards safer dividend stocks, or could also be used as a core holding in place of a more traditional small cap fund in a long-term portfolio.
ETF Trends CEO Tom Lydon discussed the Bitwise Crypto Industry Innovators ETF (BITQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BITQ tracks an index designed with Bitwise’s industry expertise to identify the pioneering companies that generate the majority of their revenue from their crypto business activities. It’s a traditional ETF.
ETF Trends CEO Tom Lydon discussed the Putnam Focused Large Cap Growth ETF (PGRO) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
PGRO is an actively-managed, non-transparent fund that invests in US large-cap growth companies.
ETF Trends CEO Tom Lydon discussed the Horizon Kinetics Inflation Beneficiaries ETF (INFL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
INFL is an actively managed ETF that seeks long-term growth of capital in real (inflation-adjusted) terms. It seeks to achieve its investment objective by investing primarily in domestic and foreign equity securities of companies that are expected to benefit, either directly or indirectly, from rising prices of real assets (i.e., assets whose value is mainly derived from physical properties such as commodities) such as those whose revenues are expected to increase with inflation without corresponding increases in expenses.
ETF Trends CEO Tom Lydon discussed the JPMorgan Equity Premium Income ETF (JEPI) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ETF Trends CEO Tom Lydon discussed the Amplify Transformational Data Sharing ETF (BLOK) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Amplify Transformational Data Sharing ETF is one of a handful of funds that invests in businesses involved in blockchain, the technology behind cryptocurrencies like Bitcoin.
ETF Trends CEO Tom Lydon discussed the Davis Select Financial ETF (DFNL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
DFNL is an actively managed portfolio of global financial sector stocks. The fund seeks long-term growth of capital.
ETF Trends CEO Tom Lydon discussed the VanEck Inflation Allocation ETF (RAAX) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
RAAX is an actively managed fund of funds that seeks to maximize long-term real returns. It invests in ETPs with exposure to real assets, such as real estate, commodities, natural resources, or infrastructure, and may hold up to 100% cash or equivalents.
ETF Trends CEO Tom Lydon discussed the U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The US Global Go Gold and Precious Metal Miners ETF (GOAU) truly shines thanks to its actively managed nature. GOAU only holds 28 companies, and the three royalty companies holding 30% have great financial discipline, compared to a lot of the rest of the industry. The focus for GOAU is on the carefully selected 25 other companies out of the additional 100 or so gold producers. Putting that into perspective, when gold goes up, gold mining companies tend to do even better than gold itself.
ETF Trends CEO Tom Lydon discussed the Virtus Terranova U.S. Quality Momentum ETF (JOET) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
JOET strives to deliver exposure to U.S.-listed large-cap companies that combine strong quality fundamentals with positive momentum technical trends. The Fund seeks investment results that correspond, before fees and expenses, to the performance of the Terranova U.S. Quality Momentum Index.
ETF Trends CEO Tom Lydon discussed the Alger Mid Cap 40 ETF (FRTY) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
FRTY primarily invests in a focused portfolio of approximately 40 holdings of mid-cap companies identified through Alger's fundamental research as demonstrating promising growth potential.
ETF Trends CEO Tom Lydon discussed the WisdomTree U.S. Efficient Core Fund (NTSX) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
NTSX is an actively managed portfolio of US equities and US Treasury futures contracts.
ETF Trends CEO Tom Lydon discussed the ASYMshares ASYMmetric 500 ETF (ASPY) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ASPY is a passively managed, rules-based alternative strategy to hedging US large-cap equities. The fund targets between -25% and 75% net long equity exposure based on market risk.
ETF Trends CEO Tom Lydon discussed the Pacer US Cash Cows 100 ETF (COWZ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
COWZ is a strategy-driven ETF that aims to provide capital appreciation over time by screening the Russell 1000 for the top 100 companies based on free cash flow yield.
ETF Trends CEO Tom Lydon discussed the Columbia Diversified Fixed Income Allocation ETF (DIAL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
DIAL tracks an index comprised of six sub-indexes, each representing a different sector within the fixed income space. The index allocates fixed weights to each of the six sectors.
ETF Trends CEO Tom Lydon discussed the Direxion Auspice Broad Commodity Strategy ETF (COM) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
COM seeks to provide total returns that exceed that of the Auspice Broad Commodity Index over a complete market cycle.
ETF Trends CEO Tom Lydon discussed the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
DGRW tracks the performance of an index that invests in large- and midcap dividend-paying US common stocks with growth characteristics.
ETF Trends CEO Tom Lydon discussed the VictoryShares USAA MSCI USA Small Cap Value Momentum ETF (USVM) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
Seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the MSCI USA Small Cap Select Value Momentum Blend Index. The Index is designed to deliver exposure to equity securities of small-capitalization U.S. issuers that have higher exposure to value and momentum factors while also maintaining moderate turnover and lower realized volatility than traditional capitalization weighted indexes.
ETF Trends CEO Tom Lydon discussed the NetLease Corporate Real Estate ETF (NETL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
NETL seeks to track the performance before fees and expenses of the Fundamental Income Net Lease Real Estate Index (NETLXT). NETL seeks to provide investors access to sustainable income with identifiable growth through investments in Net Lease REITs. Net Lease REITs are a segment of the real estate sector that focus on leasing properties to single tenants under net leases wherein the tenants are responsible for the payment of most, if not all, operating expenses including property taxes, insurance and maintenance.
ETF Trends CEO Tom Lydon discussed the Breakwave Dry Bulk Shipping ETF (BDRY) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BDRY provides long exposure to the dry bulk shipping market through a portfolio of near-dated freight futures contracts on dry bulk indices. It's the first and only freight futures exchange-traded product exclusively focusing on dry bulk shipping. The fund is a pure-play exposure to dry bulk shipping, an instrumental part of the global commodity market, uncorrelated to other major assets. It's designed to profit from increases in freight futures beyond what is already priced in the market.
ETF Trends CEO Tom Lydon discussed the WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
WisdomTree Japan Hedged SmallCap Equity Fund seeks to provide exposure to the small-cap segment of the Japanese equity market while hedging exposure to fluctuations between the U.S. dollar and the yen.
ETF Trends CEO Tom Lydon discussed the SPDR S&P Retail ETF (XRT) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to the U.S. retail industry, a targeted sub-sector of the consumer discretionary space that may have appeal for investors looking to bet on increased consumer consumption in the domestic market. XRT is probably too targeted for any investor with a long-term buy-and-hold strategy, but may have appeal for those looking to implement a sector rotation strategy or overweight high beta corners of the U.S. market.
ETF Trends CEO Tom Lydon discussed the VanEck Vectors Social Sentiment ETF (BUZZ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The BUZZ ETF holds 75 stocks with at least a $5 billion market cap that are generating the most social media mentions. The ETF made headlines when influential Barstool Sports Founder Dave Portnoy announced his involvement.
ETF Trends CEO Tom Lydon discussed the Vanguard S&P Small-Cap 600 Value ETF (VIOV) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
VIOV seeks to replicate a benchmark which offers exposure small cap firms that exhibit value characteristics in the U.S. equity market. The investment thesis behind small caps is that these firms are likely to provide strong growth prospects to a portfolio and should have a much easier time growing then their large cap counterparts. However, these securities are extremely volatile and can experience large losses or gains in a very short period of time. Despite their volatility, these products should probably be in every investors' portfolio as they tend to move somewhat independently of large caps and can be a better 'pure play' on the American economy.
ETF Trends CEO Tom Lydon discussed the SPAC and New Issue ETF (SPCX) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
SPCX is an actively-managed fund that aims to provide a broad exposure to Special Purpose Acquisitions Corporations (SPACs) and newly-listed firms.
ETF Trends CEO Tom Lydon discussed the WisdomTree China ex-State-Owned Enterprises Fund (CXSE) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
CXSE seeks to track the price and yield performance of the WisdomTree China ex-State-Owned Enterprises Index, which is a modified float-adjusted market cap-weighted index that consists of common stocks in China, excluding common stocks of “state-owned enterprises.” Chinese companies that are not state-owned enterprises are defined as government ownership of greater than 20%.
ETF Trends CEO Tom Lydon discussed the IQ Healthy Hearts ETF (HART) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
HART tracks a market-cap-weighted index composed of global stocks with favorable health-related ESG ratings. The fund adopts a thematic ESG investment approach aligned with the AHA’s overall mission of helping people live longer, healthier lives.
ETF Trends CEO Tom Lydon discussed the ERShares Non-US Small Cap ETF (ERSX)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. [Note: ERShares announced a name changed for ERSX, as the fund is now the ERShares NextGen Entrepreneurs ETF effective February 5, however, this episode was recorded before said announcement.]
ERSX selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF). ERShares’ EF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantages through additional returns associated with currency fluctuations, strategic geographic allocations, comparative trade imbalances and relative supply/demand strengths.
ETF Trends CEO Tom Lydon discussed the VanEck Vectors Rare Earth/Strategic Metals ETF (REMX) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF gives investors unique exposure to rare earth/strategic metals through a basket of securities involved in the mining, refining, and manufacturing process. Based on the funds top holdings, exposure is tilted towards producers of titanium and molybdenum, while producers of cerium, manganese, and tungsten are also covered. REMX is a nice option for investors betting on increased demand for specialized metals, which are further expected to rise in price given their scare supply.
ETF Trends CEO Tom Lydon discussed the ProShares Online Retail ETF (ONLN) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ONLN tracks a global, modified market-cap weighted index of stocks issued by companies classified as online retailers. The fund tracks the performance of the ProShares Online Retail Index.
ETF Trends CEO Tom Lydon discussed the Financial Select Sector SPDR (XLF) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF, one of the powerhouse SPDR products, provides exposure to an index that includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; real estate investment trusts; thrift & mortgage finance; consumer finance; and real estate management & development. XLF contains the who's-who of the financial players in the domestic economy, including JP Morgan, Wells Fargo, and others. This makes it an ideal play on the U.S. financials world, which has not always been stable.
ETF Trends CEO Tom Lydon discussed the Rayliant Quantamental China Equity ETF (RAYC) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
RAYC employs a systematic approach that exploits mispricing in Chinese stocks. The strategy is localized to China, applying specialized data and models capturing features that make Chinese markets unique, including novel aspects of China’s accounting, regulations, market structure, state ownership, and investor behavior.
ETF Trends CEO Tom Lydon discussed the Global X Cybersecurity ETF (BUG) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BUG seeks to invest in companies that stand to potentially benefit from the increased adoption of cybersecurity technology, such as those whose principal business is in the development and management of security protocols preventing intrusion and attacks to systems, networks, applications, computers, and mobile devices.
ETF Trends CEO Tom Lydon discussed the Arrow DWA Tactical International ETF (DWCR) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
DWCR seeks long-term capital appreciation that corresponds generally to the performance, before fees and expenses, of the Dorsey Wright Country and Stock Momentum Index. The index is constructed pursuant to Dorsey, Wright & Associates' proprietary methodology. The index has a relative strength focus that looks for the 10 strongest performing countries among a universe of 41 countries. Once the country is identified, the index methodology is designed to identify 10 companies that demonstrate powerful relative strength characteristics within that country. The fund and the index are equally weighted and rebalanced and reconstituted quarterly.
ETF Trends CEO Tom Lydon discussed the VanEck Vectors Oil Service ETF (OIH) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF is designed to track the largest 25 U.S.-listed oil service companies. As such, investors should not expect a deep portfolio, but it is important to note that the fund heavily favors its top ten holdings. It is also important to mention that about one quarter of the fund is invested in foreign equities, as several firms on the list are cross listed on foreign exchanges, or hold their headquarters beyond our borders.
ETF Trends CEO Tom Lydon discussed the Entrepreneur 30 Fund (ENTR)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ENTR selects the most entrepreneurial, primarily US Large Cap companies, that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF).
ETF Trends CEO Tom Lydon discussed the ALPS Sector Dividend Dogs ETF (SDOG)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to a strategy that is largely similar to the popular "Dogs of the Dow" approach that involves a portfolio consisting of the ten components of the Dow Jones Industrial Average with the highest dividend yields. SDOG, however, casts a much wider net by drawing from the S&P 500 as its universe of potential stocks. The fund is also unique in that it maintains equal allocations to each of ten sectors; that makes it very different from many dividend-focused products, which tend to have biases towards utilities and financials. The portfolio also consists of equal weighting to each individual component stocks, which might be appealing to those who favor equal weight strategies.
ETF Trends CEO Tom Lydon discussed the SPDR S&P 500 ESG ETF (EFIV)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The S&P 500 ESG Index is designed to measure the performance of securities meeting certain sustainability criteria (criteria related to ESG factors) while maintaining similar overall industry group weights as the S&P 500 Index.
ETF Trends CEO Tom Lydon discussed the iShares Russell 2000 ETF (IWM)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF is one of several offering exposure to the Russell 2000 Index, a widely followed measure of small cap U.S. stocks. Given this investment objective, IWM may be useful in a number of different ways; more active investors may use this fund as a way to establish short-term exposure to a risky asset class when risk tolerance is expected to climb, while IWM can also be appealing as a way of accessing an asset class that should be included in any long-term, buy-and-hold portfolio.
ETF Trends CEO Tom Lydon discussed the Xtrackers USD High Yield Corporate Bond ETF (HYLB)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
HYLB offers broad exposure to “junk” bonds — debt issued by borrowers with a higher risk of default. For taking on the added risk, investors are rewarded with higher yields than those offered on ultra-safe U.S. Treasuries or investment-grade debt issued by the most creditworthy companies. ETFs offer quite a few high-yield options, including active management, so-called “smart” indexing, and even an ETF that screens junk debt based on environmental, social and government criteria.
ETF Trends CEO Tom Lydon discussed the Xtrackers CSI 300 China A-Shares ETF (ASHR)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ASHR was the first U.S.-listed ETF to offer direct exposure stocks listed in mainland Chinese markets in Shenzhen and Shanghai.
ASHR tracks an index of 300 biggest and most liquid stocks. Unlike some other ETFs that use derivatives to mimic A-shares, ASHR buys the stocks directly. ASHR has weathered significant disruptions in the A-shares market, but investors should be aware that tracking can diverge from the index. Investors should be aware that ASHR does not invest in Chinese companies listed outside mainland markets, so popular stocks listed solely in Hong Kong won’t be in its portfolio.
ETF Trends CEO Tom Lydon discussed the Amplify Online Retail ETF (IBUY)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
IBUY seeks to provide investment results that, before fees and expenses, correspond generally to the price performance of the EQM Online Retail Index. The Index is a globally-diverse basket of publicly-traded companies that obtain 70% or more of revenue from online or virtual sales.
ETF Trends CEO Tom Lydon discussed the Invesco NASDAQ Next Gen 100 ETF(QQQJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
QQQJ tracks a modified market-cap-weighted, narrow index of 100 non-financial stocks that are next-eligible for inclusion in the NASDAQ-100 Index.
ETF Trends CEO Tom Lydon discussed the Invesco Solar Ticker (TAN) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Invesco Solar ETF (the "Fund") is based on the MAC Global Solar Energy Index (the "Index"). The Fund will invest at least 90% of its total assets in the securities, American depositary receipts (ADRs) and global depositary receipts (GDRs) that comprise the Index. The Index is comprised of companies in the solar energy industry. The index is computed using the net return, which withholds applicable taxes for non-resident investors. The Fund and the Index are rebalanced quarterly.
ETF Trends CEO Tom Lydon discussed the iShares U.S. Home Construction ETF (ITB)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to the U.S. homebuilding industry, and as such offers exposure to a corner of the domestic economy that tends to be cyclical in nature. In addition to pure play homebuilders, this fund includes companies related generally to the homebuilding industry, such as Home Depot. For homebuilder exposure, ITB is competitive in terms of expense ratio, but may be significantly more concentrated than other options such as PKB or XHB.
ETF Trends CEO Tom Lydon discussed the Pacer US Cash Cows 100 ETF (COWZ)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
A strategy driven exchange traded fund that aims to provide capital appreciation over time by screening the Russell 1000 for the top 100 companies based on free cash flow yield.
ETF Trends CEO Tom Lydon discussed the Renaissance IPO ETF (IPO)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Renaissance IPO ETF adds positions of the most significant U.S. listed companies after they go public. They are added on a fast entry basis on the stock's fifth day of trading or upon quarterly review. Positions are then removed after two years of trading.
ETF Trends CEO Tom Lydon discussed the VictoryShares Nasdaq Next 50 ETF (QQQN)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The investment seeks to provide investment results that track the performance of the Nasdaq Q-50 Index before fees and expenses. The fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the index. The index is composed of the 50 largest non-financial domestic and international companies listed on The Nasdaq Stock Market based on market capitalization after excluding the companies included in the Nasdaq-100 Index.
ETF Trends CEO Tom Lydon discussed the VanEck Vectors Brazil Small-Cap ETF (BRF)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BRF offers targeted exposure to Brazil's small cap segment, making it a powerful tool that can be used to fine-tune equity portfolios. Given the granularity of this fund, BRF likely has some appeal to long-term investors with a buy-and-hold philosophy but it is more likely to appeal to those looking to implement a tactical shift or capitalize on perceived mispricings over a relatively short time horizon. However, some might view the product as a more accurate representation of the Brazilian economy instead of the top-heavy-- as well as energy and financial heavy-- EWZ. Small and mid caps are thought by many to offer more of a pure-play on national economies but small caps are likely to offer less stability than their mid cap brethren but could offer higher returns over the long run. However, this targeted exposure comes at a price as the fund has only about 40 holdings in total and it has high levels of concentration in some of its top holdings. But for efficient, targeted exposure to Brazil's small caps, BRF can certainly deliver. The expense ratio on this fund is comparable to other products in the category, and given its focus on small caps, this suggests that the fund is a pretty good value for investors and traders alike.
ETF Trends CEO Tom Lydon discussed the ETF of the Week: iShares Global Clean Energy (ICLN)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This fund offers a way to invest in the global clean energy index, including both domestic and international stocks in its portfolio. Given the narrow focus, ICLN likely doesn't deserve a huge weighting in a long-term portfolio, but can be useful as a satellite holding to cover a corner of the market that is often overlooked by broad-based funds. For investors who maintain a long-term bullish outlook on the alternative energy space, this fund can be a nice way to achieve broad-based exposure; ICLN includes companies engaged in various sub-sectors, such as wind power, solar power, and other renewable sources. Those seeking more targeted exposure within the clean energy space have multiple options available for betting on solar power (such as TAN or KWT), nuclear power (URA or NLR), or wind power (FAN or PWND). The portfolio maintained by ICLN is somewhat limited; it has only a few dozen holdings, and some of the components account for big chunks of assets. But that is to be expected given the asset class represented; the number of public alternative energy companies is somewhat limited. Other options providing similar exposure include PBW, PBD, and GEX; a comparison of the expenses, allocation to emerging markets, depth of holdings, and breakdown by sub-sector will help to determine which fund is right for their objectives and risk tolerance.
ETF Trends CEO Tom Lydon discussed the SPDR S&P 500 ETF Trust (SPY) vs Invesco S&P 500 Equal Weight ETF (RSP)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
SPY is one of the largest and most heavily-traded ETFs in the world, offering exposure to one of the most well known equity benchmarks. While SPY certainly may have appeal to investors seeking to build a long-term portfolio and include large cap U.S. stocks, this fund has become extremely popular with more active traders as a way to toggle between risky and safe assets. A look at SPY's daily turnover reveals the short average holding period and the popularity with active traders.
RSP is linked to the S&P 500 Index, however its unique weighting methodology will make it useful for some, while impractical for active traders. Like many Rydex products, RSP is linked to an equal-weighted index, meaning that component companies receive approximately equal allocations. That results in exposure that is considerably more balanced than other alternatives such as SPY, and a methodology that some investors believe will add value over the long haul. In return for this unique exposure you can expect higher fees; this ETF is considerably more expensive and less liquid than both SPY and IVV, though it is still extremely cost efficient compared to most mutual funds.
ETF Trends CEO Tom Lydon discussed the Defiance Nasdaq Junior Biotechnology ETF (IBBJ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
IBBJ covers companies around the globe that are focused on various areas within the biotech or pharmaceuticals space. Included companies are those involved in genomics, DNA technology, genetic engineering, and molecular biology, as well as pharmaceutical manufacturers of prescription or over-the counter drugs. Its emphasis on pharmaceuticals makes IBBJ to differ from some peer funds and its segment benchmark. The underlying index concentrates its exposure to approximately 200 small-cap stocks that are exclusively listed on the NASDAQ Stock Market. Stocks selected must meet certain size and liquidity requirements. The index is market-cap weighted with 8% single security cap for five securities, and the excess is allocated proportionally across the rest. Index’s rebalance and reconstitution occurs semi-annually.
ETF Trends CEO Tom Lydon discussed the SPDR® S&P Homebuilders ETF (XHB)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
ETF Trends CEO Tom Lydon discussed the Global X Telemedicine & Digital Health ETF (EDOC) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Global X Telemedicine & Digital Health ETF (EDOC) seeks to invest in companies positioned to benefit from further advances in the field of telemedicine and digital health. This includes companies involved in Telemedicine, Health Care Analytics, Connected Health Care Devices, and Administrative Digitization.
ETF Trends CEO Tom Lydon discussed the iShares MSCI Eurozone ETF (EZU) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to the equity markets of the EMU member countries: meaning only those who have adopted the Euro. This bloc of nations represents some of the strong economies east of the Atlantic, such as Germany, France, and Italy. This ETF offers exposure to some of Europe's largest companies as well, including the French energy firm Total SA, and the German conglomerate Siemens AG. From a sector standpoint, this fund does a good job of spreading its assets across the board, leaving investors with a healthy diversity when adding this fund to their portfolio. When it comes to countries, however, EZU does carry a bias towards France, Germany, and Spain, who account for the majority of the fund's asset allocation. This ETF may represent a strong play for investors who are looking to gain exposure to the euro through an equity structure, or for those who simply believe in these powerhouse economies.
ETF Trends CEO Tom Lydon discussed the Global X Education ETF (EDUT) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
EDUT provides a unique take on equities with high exposure to the education theme. Companies that facilitate digital learning, educational content publishing, for education at all levels around the world falls under this theme. EDUT undertakes extensive research to identify education companies based on industry reports, investment research and consumer data. Revenue-based company analysis is conducted to identify pure-play companies with greater than 50% revenues derived from facilitating e
ETF Trends CEO Tom Lydon discussed the Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Xtrackers Harvest CSI 300 China A-Shares ETF (ASHR) was the first U.S.-listed ETF to offer direct exposure stocks listed in mainland Chinese markets in Shenzhen and Shanghai. ASHR tracks an index of 300 biggest and most liquid stocks. Unlike some other ETFs that use derivatives to mimic A-shares, ASHR buys the stocks directly.
ETF Trends CEO Tom Lydon discussed the Direxion Work From Home ETF (WFH)on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Direxion Work From Home ETF offers exposure to companies across four technology pillars, allowing investors to gain exposure to those companies that stand to benefit from an increasingly flexible work environment. The four pillars include Cloud Technologies, Cybersecurity, Online Project and Document Management, and Remote Communications. Companies are selected for inclusion in the index by ARTIS, a proprietary natural language processing algorithm, which uses keywords to evaluate large volumes of publicly available information, such as annual reports, business descriptions, and financial news.
ETF Trends CEO Tom Lydon discussed the ARK Genomic Revolution Multi-Sector Fund (ARKG) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The ARK Genomic Revolution ETF (ARKG) is an actively-managed fund from the team at ARK Invest that tries to pick the companies best positioned to profit from advancements in energy, automation, manufacturing, materials, and transportation.
ETF Trends CEO Tom Lydon discussed the Direxion Fallen Knives ETF (NIFE) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Direxion Fallen Knives ETF aims to deliver a simple, systematic approach to capturing stocks that have fallen significantly, but with the financial health to support future outperformance. The idea of falling – or fallen – knives is a commonly understood one, and the rules-based approach allows for a framework to capture the most attractive opportunities. The fund may provide investors with a distinctive approach to U.S. equities with a distinct exposure profile.
ETF Trends CEO Tom Lydon discussed the Roundhill Sports Betting & iGaming ETF (BETZ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
BETZ is designed to offer retail and institutional investors exposure to sports betting and iGaming industries by providing investment results that closely correspond, before fees and expenses, to the performance of the Roundhill Sports Betting & iGaming Index (“BETZ Index”).
ETF Trends CEO Tom Lydon discussed the Fidelity New Millennium ETF (FMIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The fund seeks long-term growth of capital. Normally investing primarily in equity securities. Identifying early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.
ETF Trends CEO Tom Lydon discussed the Principal Sustainable Momentum Index ETF (PMOM) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
PMOM tracks an index of large- and midcap US equities that exhibit sustainable price momentum. The Fund seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq U.S. Sustainable Momentum Index (the "index"). The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities, including growth and value stocks, within the Nasdaq US Large Mid Cap Index that exhibit sustainable price momentum, based on historical stock prices over multiple periods and taking multiple market environments into consideration.
ETF Trends CEO Tom Lydon discussed the ProShares Pet Care ETF (PAWZ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
PAWZ is the first ETF focused on the pet care industry. PAQZ gives investors the opportunity to gain broad exposure to public companies in the global pet care industry - companies that stand to potentially benefit from the proliferation of pet ownership, and the emerging trends affecting how we care for our pets.
ETF Trends CEO Tom Lydon discussed the SPDR Gold Sahres (GLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
GLD is one of the most popular ETFs in the world, offering exposure to an asset class that has become increasingly important to the asset allocation process in recent years. GLD can be used in a number of different ways; some may establish short term positions as a way of hedging against equity market volatility, dollar weakness, or inflation. Others may wish to include gold exposure as part of a long-term investment strategy. GLD is a relatively straightforward product; the underlying assets consist of gold bullion stored in secure vaults. As such, the price of this ETF can be expected to move in lock step with spot gold prices. The physically-backed nature of this product eliminates any of the uncertainties introduced through futures-based strategies, though investors also have the option to approach this precious metal through futures-based funds such as UBG and DGL.
ETF Trends CEO Tom Lydon discussed the WisdomTree Cloud Computing ETF (WCLD) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The WisdomTree Cloud Computing Fund seeks to track the price and yield performance, before fees and expenses, of the BVP Nasdaq Emerging Cloud Index, an equally weighted index designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers.
ETF Trends CEO Tom Lydon discussed the Invesco QQQ ETF (QQQ) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
This ETF offers exposure to one of the world's most widely-followed equity benchmarks, the NASDAQ, and has become one of the most popular exchange-traded products. The significant average daily trading volumes reflect that QQQ is widely used as a trading vehicle, and less as a components of a balanced long-term strategy. Of course, this fund can certainly be useful as part of a buy-and-hold approach for investors looking to maintain a tilt towards the potentially volatile tech sector.
ETF Trends CEO Tom Lydon discussed the ARK Genomic Revolution Multi-Sector Fund (ARKG) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The ARK Genomic Revolution ETF (ARKG) is an actively-managed fund from the team at ARK Invest that tries to pick the companies best positioned to profit from advancements in energy, automation, manufacturing, materials and transportation.
ETF Trends CEO Tom Lydon discussed the ProShares Long Online/Short Stores ETF (CLIX) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
CLIX is founded on the premise that the brick-and-mortar retail industry will wither under pressure from online shopping. The fund provides 100% long exposure to online retailers and 50% short exposure to traditional in-store retailers.
ETF Trends CEO Tom Lydon discussed the Nationwide Risk-Managed Income ETF (NUSI) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
NUSI is actively managed portfolio of stocks included in the Nasdaq-100 Index and an options collar. Per index rules, the fund only invests in the top 100 largest by market cap, nonfinancial stocks listed on NASDAQ. A collar strategy involves selling or writing call options and buying put options, thus generating income to hedge some downside risk. The strategy seeks to generate high current income on a monthly basis from any dividends received from the underlying stock and the option premiums retained.
ETF Trends CEO Tom Lydon discussed the IQ MacKay Shields Municipal Intermediate (MMIT) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
MMIT seeks current income exempt from federal income tax. The Fund seeks to achieve its objective by investing primarily in investment-grade municipal bonds and will also seek to enhance total return potential through its subadvisor’s active management approach.
ETF Trends CEO Tom Lydon discussed the Principal U.S. Mega-Cap Multi-Factor Index ETF (USMC) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
A strategic beta solution that seeks enhanced stability with exposure to the largest companies in the United States. The Principal U.S. Mega-Cap Multi-Factor Index ETF goes beyond traditional cap-weighted approaches to provide market-like returns with reduced volatility.
ETF Trends CEO Tom Lydon discussed the Consumer Staples Select Sector SPDR Fund (XLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The ETF offers exposure to the consumer staples sector, making it an appealing option for investors looking to implement a sector rotation strategy or tilt exposure towards corners of the U.S. market that may perform well during a downturn. XLP offers impressive liquidity, cost efficiency, and depth of exposure, making it one of the best ETF options for playing the consumer staples sector.
ETF Trends CEO Tom Lydon discussed the Pacer TrendPilot US Bond ETF (PTBD) on this week’s “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show.
The Pacer Trendpilot US Bond ETF seeks to track the total return performance, before fees and expenses, of the Pacer Trendpilot US Bond Index.