51 Bizarre ETFs You Wouldn’t Even Imagine Exist

bizarre etfs

15 Nov 51 Bizarre ETFs You Wouldn’t Even Imagine Exist

Exchange Traded Funds (ETFs) are investment funds that own assets. They are traded on a stock exchange, similar to the way stocks are. ETFs are designed to replicate the return of a specific index such as stocks (e.g. STI), bonds (e.g. ABF), currency, commodity (e.g. GLD) or even an investing style (e.g. size, value, sector and etc.).

In this article, we look at ETFs that will allow investors to gain exposure to vast and interesting themes. Before we explore the 51 bizarre ETFs, here are some useful terms to note.

Some useful terms for the aspiring ETF investor

Assets Under Management (AUM)

A.K.A. “Funds Under Management (FUM)”, “Total Managed Assets” or “Net Assets”.

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AUM refers to the total market value of the assets managed by the fund. AUM is an indication of the size of the ETF. Bigger funds are preferred because they enjoy economies of scale which lowers the fund’s expense ratio. It also suggests that the ETF is popular and is more likely to stay around. ETFs that are too small are more likely to be discontinued and delisted.

Expense Ratio

Expense ratio reflects the cost of investing in the fund. Fees eat into your final returns, hence the expense ratio is an important consideration before investing. Generally, the expense ratio of ETFs are lower compared to actively managed mutual funds or unit trusts.

51 Bizarre ETFs You Wouldn’t Even Imagine Exist

We have arranged the ETFs into these segments:

  1. Guru
  2. Finance
  3. Technology
  4. Resources
  5. Consumer
  6. Ethical Investing
  7. Healthcare

the experts

Guru

Direxion iBillionaire Index ETF (NYSE Arca: IBLN)

This ETF allows you to piggyback on renowned investors such as Warren Buffett, Carl Icahn and George Soros. This pool of investment billionaires are selected based on net worth, source of wealth, and portfolio size. The ETF would mimic the largest investments made by these investors according to Form 13F filings.

The ETF currently has 28 stocks and the top 3 holdings are Alphabet (GOOGL), Activision Blizzard (ATVI) and Amazon (AMZN).

AUM: $17.2 million (as of 30 Sep 2016)
Expense Ratio: 0.65%

Guggenheim Insider Sentiment ETF (NYSE Arca: NFO)

This ETF tracks the Nasdaq US Insider Sentiment Index. The ETF wants to piggyback on corporate insider buying and uses three factors to determine the stocks to buy:

  1. increase in average shares held by corporate insiders
  2. positive share price momentum
  3. lower share price volatility

There are currently 101 stocks in the ETF and the top 3 holdings are XPO Logistics (XOP), Harris Corp (HRS) and Northrop Grumman (NOC).

AUM: $70.2 million (as of 10 Nov 2016)
Expense Ratio: 0.65%

Global X Guru Activist Index ETF (NASDAQ: ACTX)

This ETF replicates the investments of some of the largest and best known activists in the world such as Carl Icahn, Bill Ackman and David Einhorn. The Index would rely on the publicly available 13F and 13D filings to update the list of stocks.

The ETF consist of 53 holdings at the time of writing and the top 3 holdings are Morgan Stanley (MS), Williams Co (WMB) and Baker Hughes (BHI).

AUM: $1.4 million (as of 10 Nov 2016)
Expense Ratio: 0.75%

MorningStar Wide Moat ETF (NYSE Arca: MOAT)

Warren Buffett has made the concept of economic moat very popular among investors. Instead of you doing it on your own, VanEck has developed an ETF to track the Morningstar Wide Moat Focus Index. This Index of stocks are selected by Morningstar’s research team. They are deemed to have sustainable competitive advantages and are priced fairly.

There are 43 stocks in the ETF and the top 3 holdings are CSX, Harley-Davidson (HOG) and State Street (STT).

AUM: $792 million (as of 14 Nov 2016)
Expense Ratio: 0.49%

ProShares Global Listed Private Equity ETF (BATS: PEX)

Private equity is a high risk high returns form of investment. Many private equity funds are available only to high net worth individuals and accredited investors.

Fortunately for the retail investor, many companies which run these private equity funds are listed. An investment in them serves as a proxy for an investment in private equity. To lower the risk further, invest in not one but a range of these private equity companies. This can be conveniently carried out through this ETF.

There are 30 stocks in the ETF and the top 3 holdings are Onex, Ares Capital (ARCC) and 3I (III).

AUM: $10.2 million (As of 14 Nov 2016)
Expense Ratio: 0.72%

Validea Market Legends ETF (NASDAQ: VALX)

This ETF follows Validea Capital’s proprietary investment system, which is based on the interpretation of the published investment strategies of Wall Street legends. There are 10 distinct “guru”-based models with a wide variety of investment styles, including value, growth, momentum and income.

There are currently 100 stocks in the ETF holdings and the top 3 holdings are Tutor Perini (TPC), Helix Energy (HLX) and Winnebago (WGO).

AUM: $21 million (As of 14 Nov 2016)
Expense Ratio: 0.79%

Horizons S&P 500 Covered Call ETF (NYSE Arca: HSPX)

A ‘Covered Call’ strategy calls for selling options on the stocks you own. You get to keep the premium if the options were not exercised. Many investors apply this strategy to derive cash flow on their holdings. It is however an extremely tedious strategy. This ETF reduces the amount of work by tracking the S&P 500 Covered Call Index for investors.

There are currently 506 stocks in the ETF and the top 3 holdings are Apple (APPL), Microsoft (MSFT) and Exxon Mobil (XOM).

AUM: $67 million (As of 14 Nov 2016)
Expense Ratio: 0.65%

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Numbers And Finance

Finance

Weatherstorm Forensic Accounting Long-Short ETF (NASDAQ: FLAG)

Have you distrusted the numbers reported in the financial statements? The WeatherStorm Forensic Accounting Long-Short Index uses financial statement analysis in an attempt to avoid companies with aggressive revenue recognition while investing in companies that have high earnings quality. It was inspired by the book, “What’s Behind The Numbers?”, by John Del Vecchio. The ETF is levered, 130% long positions and 30% short positions.

There are currently 180 stocks and the top 3 holdings are Devon Energy (DVN), Hess (HES) and Marathon Oil (MRO).

AUM: $11 million (As of 30 Sep 2016)
Expense Ratio: 1.15%

Guggenheim S&P Spin-Off ETF (NYSE Arca: CSD)

Corporate actions can be confusing for the retail investor. On the flip side, it can also be rewarding if the investor knows how to take advantage of these announcements. Case in point – spin-offs, which famous investor Joel Greenblatt speaks in favour of.  This ETF invests in spin-offs from a parent company in the U.S. within the last four years and have a float-adjusted market capitalization of at least $1 billion.

There are currently 60 stocks and the top 3 holdings are Synchrony Financial (SYF), Hewlett Packard Enterprise (HPE), and Abbvie (ABBV).

AUM: $205 million (As of 14 Nov 2016)
Expense Ratio: 0.65%

iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSE Arca: IAI)

This ETF invests in a niche of U.S. investment banks, discount brokerages, and stock exchanges.There are currently 25 stocks and the top 3 holdings are Goldman Sachs (GS), Morgan Stanley (MS) and Charles Schwab (SCHW).

AUM: $129 million (As of 14 Nov 2016)
Expense Ratio: 0.44%

VanEck Vectors Fallen Angel High Yield Bond ETF (NYSE Arca: ANGL)

It is difficult for retail investors to buy bonds. Bond funds and ETFs are usually the vehicles to facilitate the owning of bonds. Besides the usual investment grade bonds, this ETF does the counter-intuitive – it invests in corporate bonds that have been downgraded to junk.

It currently owns 244 bonds and the top 3 holdings are Teck Resources (TCK), Freeport-Mcmoran (FCX) and Softbank (TYO:9984).

AUM: $363 million (As of 14 Nov 2016)
Expense Ratio: 0.35%

First Trust US IPO Index (NYSE Arca: FPX)

Want to participate in IPOs? This ETF helps you do so with ease. It invests in the 100 largest U.S. IPOs over the first 1,000 trading days of each stock. The conditions are stringent, and each of the stocks have to pass an additional quantitative selection criteria.

There are 99 stocks in the ETF and the top 3 holdings are Abbvie (ABBV), Kraft Heinz (KHC), and Facebook (FB).

AUM: $593 million (As of 11 Nov 2016)
Expense Ratio: 0.6%

USCF Stock Split Index Fund (NYSE Arca: TOFR)

The ETFs invest in approximately 30 companies trading on the U.S. stock exchanges. These companies have all announced a stock split within 6 months and they are ranked according to a proprietary methodology.

There are 30 stocks and the top 3 holdings are Toronto Dominion (TD), Mueller Industries (MLI), and Allied World Assurance (AWH).

AUM: $3.9 million (As of 14 Nov 2016)
Expense Ratio: 0.55%

AdvisorShares Wilshire Buyback ETF (NYSE Arca: TTFS)

Share buybacks are said to make the share price go up higher because the number of shares available becomes lesser. At the same time, the stocks should exhibit increasing free cash flow, and lower leverage. This ETF buys into stocks that have carried out share buybacks over the past 120 days.

There are currently 100 stocks and the top 3 holdings are United Continental (UAL), Nordstrom (JWN), and Nordson (NDSN).

AUM: $143 million (As of 14 Nov 2016)
Expense Ratio: 0.9%

SPDR Wells Fargo Preferred Stock ETF (NYSE Arca: PSK)

Preferred securities are often seen as a hybrid of stocks and bonds. The ETF invests in investment grade preferred stocks listed on the NYSE. These preferred stocks usually are non-convertible and must maintain a minimum par value of $250 million.

There are currently 157 preferred stocks and the top 3 holdings are preferred stocks from HSBC, PNC Financial Services (PNC) and US Bancorp (USB).

AUM: $528 million (As of 15 Nov 2016)
Expense Ratio: 0.45%

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technology

Technology

Global Robotics and Automation ETF (NASDAQ: ROBO)

This ETF tracks a global index of companies involved in robotics and automation. Drawing from a specialized selection universe dictated by a committee, ROBO holds a thin, cross-sector slice of global equities that its underlying index deems are, in one way or another, significantly invested in robotic and automation technology.

The ETF has 85 holdings and the top 3 holdings are iRobot Corp (IRBT), AeroVironment Inc (AVAV) & Fanuc Corp (TYO:6954).

AUM: $11 million (as of 11 Nov 2016)
Expense Ratio: 0.95 %

Pure Fund ISE Cyber Securities (NYSE Arca: HACK)

This ETF tracks a tiered, equal-weighted index that targets companies actively involved in providing cyber security technology and services. HACK is the first ETF on the market that focuses on cybersecurity. The index it follows splits the industry into 2 types of firms: 1) those that create cybersecurity hardware and software; 2) those that provide cybersecurity as a service. Each of these segments are weighted proportionally by its respective market cap in comparison with the cumulative market cap of both segments.

The ETF has 35 holdings and the top 3 holdings are Science Applications International Corp (SAIC), Check Point Software Tech Ltd (CHKP) & Juniper Networks Inc (JNPR).

AUM: $780 million (as of 11 Nov 2016)
Expense Ratio: 0.75 %

Global X Social Media Index ETF (NASDAQ: SOCL)

This ETF tracks a modified market-cap-weighted index of social media companies selected by the Structured Solutions Committee. It is the only ETF on the market that focuses on social media companies. It caps the weights of pure-play social media companies at 10% and the weights of non-pure play companies at 4.75%. SOCL was one of the earliest ETF buyers of Facebook.

The ETF has 33 holdings and the top 3 holdings are Linkedin Corp (LNKD), Twitter Corp (TWTR) & Tencent Holdings Ltd (HKG:0700).

AUM: $110 million (as of 11 Nov 2016)
Expense Ratio: 0.65%

3D Printing ETF (BATS: PRNT)

This ETF tracks a tiered, equal-weighted index comprised of stocks that are directly involved in 3D printing and 3D printing-related businesses. It is the first ETF on the market that focuses specifically on 3D printing. Eligible securities include equities based in the U.S., non-U.S. developed markets, and Taiwan. The underlying index focuses on five different business lines related to 3D printing: 3D printing hardware, CAD and 3D printing software, 3D printing centers, scanners and measurement, and 3D printing materials.

The ETF has 39 holdings and the top 3 holdings are HP Inc (HPQ), Organovo Holdings Inc (ONVO) & 3D Systems Corp (DDD).

AUM: $12.8 million (as of 11 Nov 2016)
Expense Ratio: 0.66 %

First Trust NASDAQ CEA Smartphone Index (NASDAQ: FONE)

This index tracks a tiered equal-weighted index of companies classified as smartphone companies by the Consumer Electronics Association. It uses the Consumer Electronics Association’s classification to select smartphone companies around the world that meets its size and liquidity requirements. Geographically, FONE is far more US-centric compared to the benchmark, which holds no US companies. Instead, semiconductors outweigh phones & handheld devices as we see it.

The ETF has 52 holdings and the top 3 holdings are Sanmina Corp (SANM), Benchmark Electronics Inc (BHE) & Celestica Inc (CLS).

AUM: $9.8 million (as of 10 Nov 2016)
Expense Ratio: 0.70 %

Global X Robotics & Artificial Intelligence Thematic ETF (NASDAQ: BOTZ)

This ETF provides market-cap selected and weighted exposure to companies involved in the development and production of robots or artificial intelligence. Eligible companies are listed in developed countries and must earn a significant portion of their revenue from, or have a stated business purpose in, the field of robotics or artificial intelligence. This field includes varied applications from the development of drones to healthcare robots and predictive analytics software.

The ETF has 30 holdings and the top 3 holdings are SMC Corp (TYO:6273), Mitsubishi Electric Corp (TYO:6503) & Fanuc Corp (TYO:6954).

AUM: $1.5 million (as of 11 Nov 2016)
Expense Ratio: 0.68 %

PureFunds ISE Big Data ETF (NYSE Arca: BIGD)

This ETF tracks an index of global equity in firms providing software and services related to large-scale data management and analysis, and large-scale data creators and aggregators. Familiar giants like Oracle, IBM and SAP top the list of holdings, but the fund’s linear cap weighting (which treads between vanilla cap weighting and equal weighting) decreases the footprint of these heavyweights in the basket.

The ETF has 41 holdings and the top 3 holdings are Pros Holdings (PRO), Microstrategy Inc (MSTR) & Hewlett Packard Enterprise Co (HPE).

AUM: $1.2 million (as of 11 Nov 2016)
Expense Ratio: 0.75 %

PureFunds ISE Mobile Payments ETF (NYSE Arca: IPAY)

The ETF tracks an index of global equity in credit card firms, and companies providing payment infrastructure, payment services, payment processing and payment solutions. IPAY aims for pure play exposure to a narrow niche: mobile payments. While trendy start-ups may leap to mind, old-school credit card names land at the top of the portfolio. Still, the fund’s unique weighting system, which ranks rather than weights firms by their market cap, keeps Visa, MasterCard and others at about 6% each.

The ETF has 31 holdings and the top 3 holdings are Mastercard Inc (MA), American Express Co (APX) & Visa Inc (V).

AUM: $21.1 million (as of 11 Nov 2016)
Expense Ratio: 0.75%

BlueStar TA-BIGITech Israel Technology ETF (NASDAQ: ITEQ)

This ETF tracks an index made up of Israeli technology companies listed globally. Index components are not determined simply by where the companies’ headquarters are, but instead by a loose mix of factors. The basic requirement is one of the following: at least 20% of the company’s employees located in Israel, 20% of long-lived assets located in Israel, or have a major R&D center in Israel.

The ETF has 65 holdings and the top 3 holdings are Mobileye NV (MBLY), Amdocs Ltd (DOX) & Check Point Software Tech Ltd (CHKP).

AUM: $4.97 million (as of 11 Nov 2016)
Expense Ratio: 0.75 %

PureFunds Drone Economy Strategy ETF (NYSE Arca: IFLY)

This ETF tracks an equity index of global companies related to the drone industry, including manufacturers and suppliers. The index is weighted by multiple factors, including estimated revenue from the drone industry. IFLY’s index committee uses a variety of research sources to find firms involved with drone research, development and manufacturing for its “primary” basket of stocks. Those that make the cut are further examined to determine if their suppliers get 10% or more of their sales from the drone space; such suppliers form a secondary basket.

The ETF has 44 holdings and the top 3 holdings are AeroVironment Inc (AVAV), Parrot SA (PARRO) & Boeing Co (BA).

AUM: $7.88 million (as of 11 Nov 2016)
Expense Ratio: 0.75 %

PureFunds Video Game Tech ETF (NYSE Arca: GAMR)

This ETF tracks an equity index of global firms that support, create or use video games. Stocks are assigned to pure play, non-pure play or conglomerate baskets, and weighted equally within each. The “pure play” bucket holds hardware and software game developers, including virtual reality firms; the “non-pure-play” bucket holds companies that support the pure play firms with IP.

The ETF has 36 holdings and the top 3 holdings are Nintendo Co Ltd (TYO:7974), Changyou.com Ltd (CYOU) & Take-Two Interactive Software Inc (TTWO).

AUM: $7.75 million (as of 11 Nov 2016)
Expense Ratio: 0.75 %

Global X Internet of Things Thematic ETF (NASDAQ: SNSR)

This ETF tracks an index composed of developed market companies that facilitate the Internet of Things industry, which is the development of everyday objects having network connectivity, allowing them to send and receive data. Included in this industry are companies that provide wearable technology, home automation, connected automotive technology, sensors, networking infrastructure/software, smart metering and energy control devices.

The ETF has 42 holdings and the top 3 holdings are STMicroelectronics NV (STM), Skyworks Solutions Inc (SWKS)& Garmin Ltd (GRMN).

AUM: $3.03 million (as of 11 Nov 2016)
Expense Ratio: 0.68%

PureFunds Solactive FinTech ETF (NASDAQ: FINQ)

This ETF tracks an equal-weighted, global index of financial technology services companies. The fund defines fintech companies as those that principally derive revenue from technology services that facilitate financial activities such as the sale of financial-related information, financial data analysis services, financial services software tools or platforms, or web-based financial services.

The ETF has 31 holdings and the top 3 holdings are Pegasystems Inc (PEGA), Q2 Holdings Inc (QTWO) & Zillow Group Inc (Z).

AUM: $2.36 million (as of 11 Nov 2016)
Expense Ratio: 0.68%

ARK Disruptive Innovation Strategy (NYSE Arca: ARKK)

This ETF is an actively managed fund that targets companies poised to benefit from disruptive innovation in one of three areas: industrial innovation, genomics or Web x.0. The fund combines the strategies of the three other thematic funds issued by ARK: genomic revolution, industrial innovation and Web x.0. ARKK is full of cutting-edge—maybe bleeding-edge—firms ripped from the headlines, like Tesla Motors, Intuitive Surgical and Alibaba. However, the fund’s mandate seems to be so broad that it includes nearly any company that might benefit from new technologies, even Disney and Charles Schwab.

The ETF has 43 holdings and the top 3 holdings are Tesla Motors Inc (TSLA), Athenahealth Inc (ATHN) & Stratasys Ltd (SSYS).

AUM: $12.1 million (as of 11 Nov 2016)
Expense Ratio: 0.75%

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resources

Resources

Every country requires resources for its people and processes, every business requires resources for operations and every human being requires resources for daily activities. Resources range from natural elements like water and solar power to industrial resources such as uranium and lithium.

Investors can choose to invest in specific niches within the resource universe through some of these little known ETFs.

Guggenheim Solar ETF (NYSE Arca: TAN)

The Guggenheim Solar ETF allows investor to capitalize on the growing reliance on alternative energy sources, namely the Solar industry. It is a way to hedge against oil prices.

It offers global access to all major segments of the solar industry (photovoltaic, solar thermal and solar lighting) and the entire value chain (raw materials, manufacturing, installers, etc.). You can access the Guggenheim Solar ETF prospectus here.

The ETF has 23 holdings and the top 3 holdings in the Guggenheim Solar ETF are Solarcity Corp (SCTY), First Solar Inc (FSLR) and GCL-Poly Energy Holdings Ltd (HKG:3899).

AUM: $200 million (as of 11 Nov 2016)
Expense Ratio: 0.71%

Global X Uranium ETF (NYSE Arca: URA)

The Global X Uranium ETF allows investor to gain access to a broad basket of companies involved in uranium mining.

In the Global X Uranium ETF prospectus, it is mentioned that “at least 80% of the Fund’s total assets will be invested in securities of companies that are active in some aspect of the uranium mining industry such as mining, refining, exploration, or manufacturing of equipment for the uranium industry.

The ETF has 23 holdings and the top 3 holdings in the Global X Uranium ETF are Cameco Corp (CCJ), Uranium Participation Corp (U) and Nexgen Energy Ltd (NXE).

AUM: $100 million (as of 11 Nov 2016)
Expense Ratio: 0.70%

Global X Lithium ETF (NYSE Arca: LIT)

The Global X Lithium ETF allows investor to gain access to a broad basket of companies involved in any process of the full lithium cycle, from mining and refining the metal, through battery production.

In the Global X Lithium ETF prospectus, it is mentioned that “at least 80% of the Fund’s total assets will be invested in securities of companies that are economically tied to the lithium industry.”

The ETF has 27 holdings and the top 3 holdings in the Global X Lithium ETF are FMC Corp (FMC), Quimica Y Minera Chil-SP (SQM) and LG Chem Ltd (KRX:051910). Other notable holding include Samsung SDI Co Ltd (KRX:006400), Tesla Motors Inc. (TSLA) and Panasonic Corp (TYO:6752).

AUM: $110 million (as of 11 Nov 2016)
Expense Ratio: 0.77%

Guggenheim S&P Global Water Index ETF (NYSE Arca: CGW)

The Guggenheim S&P Global Water Index ETF allows investor to capitalise on the development of new infrastructure intended to ensure the efficient delivery and quality of water, by investing in companies spanning the water sector. You can access the Guggenheim S&P Global Water Index ETF prospectus here.

The ETF has 50 holdings and the top 3 holdings in the Guggenheim S&P Global Water Index ETF are Geberit AG (GEBN), American Water Works Co Inc. (AWK) and Danaher Corp (DHR). It is also interesting to note that this ETF holds about 0.01% in Singapore Dollars at the point of writing.

AUM: $430 million (as of 11 Nov 2016)
Expense Ratio: 0.63%

Global X Fertilizers/Potash ETF (NYSE Arca: SOIL) 

The Global X Fertilizers/Potash ETF allows investor to gain exposure to fertilizer producers around the world, giving investors access to a critical agricultural industry.

In the Global X Fertilizers/Potash ETF prospectus, it is mentioned that “at least 80% of its total assets in securities of companies that are economically tied to the fertilizer/potash industry. These companies primarily engaged in the fertilizer/potash industry include those engaged in the development, distribution and/or production of fertilizers.

The ETF has 29 holdings and the top 3 holdings in the Global X Fertilizers/Potash ETF are Quimica Y Minera Chil-SP (SQM), Scotts Miracle-GRO Co-CL (SMG) and Nufarm Ltd (NUF).

AUM: $11 million (as of 11 Nov 2016)
Expense Ratio: 0.69%

VanEck Vectors Rare Earth/Strategic Metals ETF (NYSE Arca: REMX)

The VanEck Vectors Rare Earth/Strategic Metals ETF allows investor to gain access to companies involved in producing, refining, and recycling of rare earth and strategic metals and minerals.

In the VanEck Vectors Rare Earth/Strategic Metals ETF prospectus, it is mentioned that they would invest in “companies primarily engaged in a variety of activities that are related to the producing, refining and recycling of rare earth and strategic metals and minerals. Such companies may include micro-, small- and medium-capitalization companies and foreign and merging market issuers, including Chinese issuers.

The ETF has 21 holdings and the top 3 holdings in the VanEck Vectors Rare Earth/Strategic Metals ETF are China Northern Rare Earth Group High Tech (SHA:600111), Xiamen Tungsten Co Ltd (SHA:600549) and China Molybdenum Co Ltd (SSE:603993).

AUM: $39 million (as of 11 Nov 2016)
Expense Ratio: 0.57%

The Organics ETF (NASDAQ: ORG)

The Organics ETF allows investors to gain exposure to companies globally that can capitalize on the increasing desire for naturally-derived food and personal care items, including: companies which service, produce, distribute, market or sell organic food, beverage, cosmetics, supplements, or packaging. You can access The Organics ETF prospectus here.

The ETF has 26 holdings and the top 3 holdings in the Organics ETF are Whole Foods Market Inc. (WFM), WhiteWave Foods Co (WWAV) and Hain Celestial Group Inc. (HAIN).

AUM: $2.5 million (as of 11 Nov 2016)
Expense Ratio: 0.50%

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investment fees

Consumer

We are all consumers in some ways. These ETFs allow us to gain exposure to specific and interesting portions of consumer spending. Some even allow investors to ride on certain consumer behavioural trends.

Restaurant ETF (NASDAQ: BITE) 

The Restaurant ETF allows investors to gain exposure to over 50 of the world’s most recognizable and iconic brands operating a wide variety of restaurant formats including Quick Service (e.g. Starbucks), Fast Casual (e.g. Chipotle), Casual Dining (e.g. Buffalo Wild Wings) and Fine Dining(e.g. Ruth’s Chris). You can access The Restaurant ETF prospectus here.

The ETF has 42 holdings and the top 3 holdings in the Restaurant ETF are Del Taco Restaurants Inc. (TACO), Dominos Pizza Inc. (DPZ) and Arcos Dorados Holdings Inc. (ARCO).

Other notable holdings include Starbucks Corp (SBUX), Wendy’s Co (WEN), Dunkin Brands Group Inc. (DNKN), YUM Brands Inc. (YUM).

AUM: $2.6 million (as of 11 Nov 2016)
Expense Ratio:  0.75%

The American Customer Satisfaction Core Alpha ETF (BATS: ACSI): 

This ETF is relatively new. It was launched on 1st November 2016. It follows the American Customer Satisfaction Index that uses several factors to scores companies based on their customers’ feedback.

The American Customer Satisfaction Core Alpha ETF seeks to invest in large-cap equity securities that are measured by the American Customer Satisfaction Index (ACSI) developed by Professor Claes Fornell. You can access The American Customer Satisfaction Core Alpha ETF prospectus here.

The ETF has 170 holdings and the top 3 holdings in the American Customer Satisfaction Core Alpha ETF are Johnson & Johnson (JNJ), Apple Inc (AAPL) and Alphabet Inc (GOOGL).

AUM: $2.5 million (as of 11 Nov 2016)
Expense Ratio:  0.65%

The Global X Millennials Thematic ETF (NASDAQ: MILN)

The Global X Millennials Thematic ETF allows investor to gain exposure in companies that have a high likelihood of benefiting from the rising spending power and unique preferences of the U.S. Millennial generation (birth years ranging from 1980-2000).

These companies come from a broad range of categories, including: social media and entertainment, food and dining, clothing and apparel, health and fitness, travel and mobility, education and employment, housing and home goods, and financial services.

In the Global X Millennials Thematic ETF prospectus, it is mentioned that “at least 80% of its total assets in securities of companies that are economically tied to the fertilizer/potash industry. These companies primarily engaged in the fertilizer/potash industry include those engaged in the development, distribution and/or production of fertilizers.

The ETF has 73 holdings and the top 3 holdings in the Global X Millennials Thematic ETF are LinkedIn Corp – A (LNKD), Amazon.com Inc (AMZN) and Priceline Group Inc (PCLN). Other holdings include big companies such as Facebook, Netflix and Google.

AUM: $3.1 million (as of 11 Nov 2016)
Expense Ratio: 0.68 %

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ethics049webiv

Ethical investing

Ethical investing ETFs, also referred to as sustainable investing and socially responsible investment (SRI). The ETFs seek to invest in stocks that achieve both financial returns and social cause. As to what considers as an ethical basket of stocks depended on the ETFs’ investment objective.

Some ETFs may adopt a negative screening approach to avoid sin stocks like companies in the business of tobacco, gambling, alcohol and etc., whereas others set out to follow an environmental or social criteria in the companies they choose to invest in.

SPDR SSGA Gender Diversity Index ETF (NYSE Arca: SHE)

The ETF allows investors to invest in large market capitalization companies that are ‘gender diverse.’ Such companies are those that have its senior leadership positions exhibit gender diversity.

The ETF has 184 holdings and the top 3 holdings are Pfizer Inc (PFIZER), PepsiCo Inc. (PEP) and Amgen Inc. (AMGN).

AUM: $273 million (as of 14 Nov 2016)
Expense Ratio: 0.20%

Global X S&P 500 Catholic Values ETF (NASDAQ: CATH)

CATH tracks the S&P 500® Catholic Values Index. The ETF allows investors to invest in companies that engaged in activities consistent with Catholic beliefs and exclude those that are inconsistent with Catholic values, such as weaponry and child labour.

The ETF has 473 holdings and the top 3 holdings are Apple Inc (AAPL), Microsoft Corp (MSFT) and Exxon Mobil Corp (XOM).

AUM: $43 million (as of 14 Nov 2016)
Expense Ratio: 0.29%

iShares MSCI World Islamic UCITS ETF (LSE: ISWD)

ISWD allows investors to invest in stocks from developed countries and are in compliance with Shariah investment principles. 50% of the allocation comes from the United States.

The ETF has 539 holdings. The top three companies comes as a surprise to us. They happen to be Exxon Mobil Corp (XOM), Johnson & Johnson (JNJ) and Nestle SA (NESN).

AUM: $127 million (as of 14 Nov 2016)
Expense Ratio: 0.60%

iShares Human Rights Index Fund (NYSE Arca: HUMN)

HUMN’s ETF tracks MSCI All Country World Index with the exclusion of MSCI ESG (Environmental, Social and Governance). The ETF aims to exclude companies that are implicated in certain serious human rights violations, or with substantial, strategic involvement with repressive regimes with poor human rights records. HUMN is currently not available for purchase yet.

AUM: Launching soon
Expense Ratio: 0.19%

Etho Climate Leadership US ETF (NYSE Arca: ETHO)

ETHO tracks the performance of Etho Climate Leadership Index. The ETF helps investors to gain exposure to companies that have smallest carbon footprint in their industries.

As it stated on its website, the ETHO “selects the most carbon efficient companies across industries. The index is completely divested of fossil fuel companies, as well as those in tobacco, weapons and gambling, and undergoes rigorous screening with expertise from global NGO partners and based on ESG performance data.”

The ETF has 375 holdings and the top 3 holdings of Etho Climate Leadership US ETF (ETHO) are Nvidia Corp (NVDA), Newell Brands Inc. (NWL) and Charter Communication Inc (CHTR).

AUM: $6.6 million (as of 14 Nov 2016)
Expense Ratio: 0.45%

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Healthcare

Healthcare ETFs enable investors to gain access to a basket of stocks in the global health care sectors. Most of which are companies whose business focus on health care provision, medical device manufacturers, pharmaceutical companies and biotechnology firms.

Loncar Cancer Immunotherapy ETF (NASDAQ: CNCR)

CNCR allows investors to invest in a basket of companies that are engaged in the development of therapies to treat cancer. According to the official site, traditional treatment like chemotherapies that give cancer a broad punch while immunotherapy which uses the body’s own immune system which can be more precisely tailored to fight the disease.

The ETF has 30 holdings and the top 3 holdings of CNCR are Agenus Inc (AGEN), Xencor Inc (XNCR) and Bluebird Bio Inc (BLUE).

AUM: $18 million (as of 14 Nov 2016)
Expense Ratio: 0.79%

ALPS Medical Breakthroughs ETF (NASDAQ: SBIO)

SBIO tracks Poliwogg Medical Breakthroughs Index. This ETFs allow investors to gain exposure to the growing United States biotechnology and pharmaceutical sectors. The basket of stocks comprised of those with market capitalization between $200 million to $5 billion.

The ETF has 83 holdings and the top 3 holdings of ALPS Medical Breakthroughs ETF are Ionis Pharmaceuticals Inc. (IONS), Neurocrine Biosciences Inc. (NBIX) and Endo International PLC (ENDP).

AUM: $119 million (as of 14 Nov 2016)
Expense Ratio: 0.50%

iShares U.S. Medical Devices ETF (NYSE Arca: IHI)

IHI is a niche sector ETF which allows investors to invest solely into U.S companies that manufacture and distribute medical devices. The ETF has 49 holdings in which holdings are weighted heavily towards suppliers and distribution of medical devices.

The ETF has 47 holdings and the top 3 holdings are Medtronic Plc (MDT), Abbott Laboratories (ABT) and Thermo Fisher Scientific Inc. (TMO).

AUM: $1.1 billion (as of 14 Nov 2016)
Expense Ratio: 0.44%

The Long-Term Care ETF (NASDAQ: OLD)

This ETF exposes investors to global companies that provide long-term healthcare to the aging population. Companies include those owning or operating senior living facilities, nursing services, specialty hospitals, and senior housing, biotech companies for age-related illnesses and companies that sell products and services to such facilities.

The ETF has 39 holdings and the top 3 holdings are Welltower Inc (HCN), Ventas Inc (VTR) and Orpea (ORP).

AUM: $4.6 million (as of 14 Nov 2016)
Expense Ratio: 0.50%

Global X Longevity Thematic ETF (NASDAQ: LNGR) 

LNGR tracks Indxx Global Longevity Thematic Index. The ETF enables investors to capitalize the growing needs of health care for senior population. LNGR’s holdings comprise of companies that are engaged in the provision of health care, pharmaceuticals, senior living facilities and other sectors that contribute to increasing lifespans and extending quality of life for old age.

The ETF has 104 holdings and the top 3 holdings of Global X Longevity Thematic ETF are Biogen Inc (BIIB), Celgene Corp (CELG) and Boston Scientific Corp (BSX).

AUM: $1.6 million (as of 14 Nov 2016)
Expense Ratio: 0.68%

The Health & Fitness ETF (NASDAQ: FITS)

FITS replicates the performance of the Solactive Health and Fitness Index. The ETF allows investors to benefit from the growing trend toward health and fitness consumption. Holdings comprise of companies that engage in the area of fitness technology/equipment, sports apparel, nutrition, and sports/fitness facilities.

The ETF has 77 holdings and the top 3 holdings of The Health & Fitness ETF are NIKE Inc (NKE), Adidas AG (ADS) and Shimano Inc (TYO).

AUM: $2.5 million (as of 14 Nov 2016)
Expense Ratio: 0.50%

The Obesity ETF (NASDAQ: SLIM)

SLIM, The Obesity ETF, seeks investment result from the performance of the Solactive Obesity Index. The Obesity ETF enables investors to invest in a basket of companies that engage in fighting global obesity epidemic.

The ETF has 44 holdings and the top 3 holdings are Novo Nordisk A/S (NVO), St Jude Medical Inc (STJ) and Fisher & Paykel Healthcare Corp Ltd (FPH).

AUM: $2.2 million (as of 14 Nov 2016)
Expense Ratio: 0.50%

Conclusion

Chances are you would not have heard about many of the ETFs on the list. Now you do.

Despite being somewhat obscure and off the beaten path, these ETFs can be a great instrument for serious investors who are looking to express their trade ideas. For example, if you are bullish about a particular theme such as 3D printing or cyber security, investing in an ETF can be a lot less risky than putting all your bets on one or two specific companies.

Other ETFs that has performed well over the past five years such as the Weatherstorm Forensic Accounting Long Short ETF (FLAG) might also be worth a look.

In general, investors should avoid ETFs with smaller AUMs of less than $50 million. These ETFs would have a higher management fee and they carry a higher risk of being delisted. Ideally, the expense ratio should be kept below 0.5%.

Have fun exploring the world of ETFs!



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