While energy funds were among the worst peforming over the past three years (exception being this past week where oil and energy stocks led the market rally), ETFs focused on clean energy posted the best returns. In addition, funds focused on technology and innovation, specifically those sponsored by ARK, also outperformed.
Data as of 11/20/2020. Minimum of $5 million in net assets, excludes leveraged and inverse ETFs.
Aniket Ullal is VP, ETF Data and Analytics for CFRA, one of the world’s largest providers of independent investment research. Aniket founded First Bridge Data, a leading source for global ETF data and analytics that was acquired by CFRA in August 2019.
Prior to starting First Bridge, he had product management responsibility for S&P’s US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. These indices have over $1Trillion in ETF assets tracking them.
Aniket is the author of 'ETF Investment Strategies' (McGraw-Hill; 2013). He is a graduate of Northwestern's Kellogg School of Management and the Indian Institute of Management in Ahmedabad.