Consumer Discretionary ETFs

Consumer Discretionary ETFs
Components Performance/Risk
Period Return
3.6%
Return Rank
Below Average
Risk Exposure
Below Average

It is – traditionally – being assumed that discretionary goods expenditures are more volatile than staples (non-durable goods) because of their correlation with the consumer cycle, reflecting economic expansion and recession

This may well be true over time but does not appear today to be a factor weighing as much as the shift within the discretionary goods segment

Although clothing & footwear, household equipment, home furnishings, automobiles, and auto parts continue to dominate the segment, spending allocated at these goods is on a downward trend as a percentage of total personal consumption expenditures

Non- material expenditures, recreation, tourism and restaurant services, are picking up the slack and growing at substantial rates from fairly small bases – and, because non-material goods make a perfect fit with online retail, ‘experiences’ should have an even brighter future

We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares Global Consumer Discretionary ETF RXI Consumer DiscretionaryInvestableMkt Size195.18-3.0% Neutral Average Risk
iShares U.S. Consumer Discretionary ETF IYC Consumer DiscretionaryInvestableMkt US Cies102.590.0% Neutral Below Average
SPDR® Consumer Discretionary Select Sector Fund XLY Consumer DiscretionaryInvestableMkt US Cies118.16-1.0% Neutral Average Risk
Fidelity® MSCI Consumer Discretionary Index ETF FDIS Consumer DiscretionaryInvestableMkt US Cies102.48-0.4% Neutral Average Risk
Invesco DWA Consumer Cyclicals Momentum ETF PEZ Consumer DiscretionaryInvestableMkt MultiFactors101.103.9% Weak Up Above Average
Invesco S&P 500® Equal Weight Consumer Discretionary ETF RCD Consumer DiscretionaryInvestableMkt MultiFactors19.23-2.1% Weak Down Above Average
First Trust Consumer Discretionary AlphaDEX® Fund FXD Consumer DiscretionaryInvestableMkt MultiFactors70.248.3% Neutral Above Average
SPDR® S&P® Retail ETF XRT Consumer DiscretionaryRetail Services90.5413.4% Weak Up Above Average
VanEck Vectors® Retail ETF RTH Consumer DiscretionaryRetail Services274.4710.8% Weak Up Below Average
Vanguard Consumer Discretionary ETF VCR Consumer DiscretionaryConsumer Durables394.490.3% Neutral Average Risk
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