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Wealth Management
ETFs with the Best One-Year Returns
Aniket Ullal CFRA Research Mar 29, 2023

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TUR

TUR seeks investment results that correspond generally to the price and yield performance before fees and expenses of the MSCI Turkey IMI 25/50 Index.

TUR Chart

TUR data by YCharts

 

PFIX

PFIX seeks to provide a hedge against a sharp increase in long-term interest rates. The fund holds a large position in over-the-counter (OTC) interest rate options intended to provide a direct and transparent convex exposure to large upward moves in interest rates and interest rate volatility. Using OTC derivatives usually only available to institutional investors, PFIX is designed to be functionally similar to owning a position in long-dated put options on 20-year U.S. Treasury bonds. Since the option position is held for extended periods the ETF provides a simple and transparent interest rate hedge.

PFIX Chart

PFIX data by YCharts

 

GREK

GREK seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Greece Select 25/50 Index. The MSCI All Greece Select 25/50 Index is designed to represent the performance of the broad Greece equity universe, while including a minimum number of constituents. 

GREK Chart

GREK data by YCharts

 

BTAL

BTAL’s objective is to provide a consistent negative beta exposure to the U.S. equity market. BTAL strives to achieve this objective by investing primarily in long positions in low beta U.S. equities and short positions in high beta U.S. equities on a dollar neutral basis, within sectors. The investment objective and Principal Investment Strategies of the AGFiQ U.S. Market Neutral Anti-Beta Fund were changed on February 14, 2022. It dopped Dow Jones U.S. Thematic Market Neutral Low Beta Index, to become actively managed.

BTAL Chart

BTAL data by YCharts

 

DXJS

DXJS seeks investment results that closely correspond to the price and yield performance, before fees and expenses, of the WisdomTree Japan Hedged SmallCap Equity Index.

DXJS Chart

DXJS data by YCharts

 

DWSH

DWSH is managed by Nasdaq Dorsey Wright, a firm renowned for relative strength investing. Relative strength investing involves buying securities that have appreciated in price more than the other securities in their investment universe and holding those securities until they exhibit sell signals. In implementing DWSH’s shorting strategy to its core philosophy of relative strength investing, Dorsey Wright identifies and short sells those securities with the highest relative weakness within an investment universe primarily comprised of large-capitalization U.S.-traded equities. DWSH’s investment process is purely systematic and removes any human emotion from the day-to-day decision making.

DWSH Chart

DWSH data by YCharts

 

CANE

The investment objective of CANE is to have the daily changes in percentage terms of the Shares Net Asset Value (NAV) reflect the daily changes in percentage terms of a weighted average of the closing settlement prices for three futures contracts for sugar (Sugar Futures Contracts) that are traded on ICE Futures US (ICE Futures).

CANE Chart

CANE data by YCharts

 

AMZA

AMZA seeks to provide a high level of current income, a growing income stream, and long-term capital appreciation. The fund is an actively-managed portfolio of high-quality, midstream energy master limited partnerships (MLPs) and related general partners, utilizing options strategies and modest leverage.

AMZA Chart

AMZA data by YCharts

 

PTEU

PTEU is an exchange traded fund that seeks to track the total return performance, before fees and expenses, of the Pacer Trendpilot European Index. FTSE Eurobloc Index derived from the FTSE Global Equity Index Series (GEIS), covering 98% of the world’s investable market capitalization. Includes large- and mid-cap stocks screened for liquidity and investability; provides coverage of the 11 developed markets in the Eurozone, including: Austria, Belgium and Luxembourg, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Portugal, and Spain. 

PTEU Chart

PTEU data by YCharts

 

BBP

BBP is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the performance of the LifeSci Biotechnology Products Index. Products stage companies are typically more established companies with much clinical trial failure risk behind them.

BBP Chart

BBP data by YCharts

 

CHIE

CHIE seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI China Energy IMI Plus 10/50 Index.

CHIE Chart

CHIE data by YCharts

 

EIRL

EIRL seeks investment results that correspond generally to the price and yield performance before fees and expenses of the MSCI All Ireland Capped Index. The iShares MSCI Ireland ETF seeks to track the investment results of a broad-based index composed of Irish equities.

EIRL Chart

EIRL data by YCharts

 

EWW

EWW seeks to track the investment results of a broad-based index composed of Mexican equities. The Fund seeks to track the investment results of the MSCI Mexico IMI 25/50 Index (the Underlying Index), which consists of stocks traded primarily on the Mexican Stock Exchange. The Underlying Index is a free float-adjusted market capitalization-weighted index with a capping methodology applied to issuer weights so that no single issuer of a component exceeds 25% of the Underlying Index weight, and all issuers with a weight above 5% do not cumulatively exceed 50% of the Underlying Index weight. The Underlying Index may include large-, mid- or small-capitalization companies.

EWW Chart

EWW data by YCharts

 

EWP

EWP seeks to provide investment results that correspond generally to the price and yield performance before fees and expenses of publicly traded securities in the Spanish market as measured by the MSCI Spain 25/50 Index.

EWP Chart

EWP data by YCharts

 

HEDJ

HEDJ seeks to provide exposure to the European equity market while hedging exposure to fluctuations between the U.S. dollar and the euro. The WisdomTree Europe Hedged Equity Index is designed to provide exposure to European equities while at the same time neutralizing exposure to fluctuations between the euro and the U.S. dollar.

HEDJ Chart

HEDJ data by YCharts

 

PSCC

PSCC is based on the S&P SmallCap 600 Capped Consumer Staples Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of U.S. consumer staples companies. These companies are principally engaged in the business of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and nondiscretionary retail.

PSCC Chart

PSCC data by YCharts

 

RISR

RISR is an actively managed exchange-traded fund (ETF) that seeks to provide protection against rising interest rates while generating current income under stable interest rates. RISR invests primarily in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds. MBS IOs are a negative duration security that generally benefit from rising rates. MBS IOs and Treasuries to a lesser extent generally provide income under stable rates.

RISR Chart

RISR data by YCharts

 

ITB

ITB seeks investment results that correspond generally to the price and yield performance before fees and expenses of the Dow Jones U.S. Select Home Construction Index.

ITB Chart

ITB data by YCharts

 

FLMX

FLMX seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the FTSE Mexico Capped Index. FTSE Mexico Capped Index is a market-capitalization weighted index representing the performance of Mexican large and mid capitalization stocks.

FLMX Chart

FLMX data by YCharts

 

MLPA

MLPA seeks investment results that correspond generally to the price and yield performances, before fees and expenses, of the Solactive MLP Infrastructure Index.

MLPA Chart

MLPA data by YCharts

 

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