Global Resources and Miners

Global  Resources  and Miners
  • Pininvest Analysis

By comparing top Global Resources ETFs available to the US investor with global mining conglomerates, our theme attempts to highlight key factors to prepare an investment in commodities

  • The miners have benefited from a strong trend over the past 24 months (20016-2017), staging a comeback from very low points in 2015 but, compared to most ETFs, their shares have tended to be more volatile (which is especially true of Vale VALE/NYSE and the price the company pays for a sterling performance). The product mix, and much sought after specialties such as cobalt, have also helped the miners dominate the rooster
  • It can be argued that global resource and metal ETFs provide more stability and differentiation and that, in deciding on an ETF investment, volatility (often related to liquidity of the fund) should weigh as much as past performance. But in making this choice, diversification of the fund in its chosen Material segment must be considered
  • Stark differences between the base materials are highlighted in our dedicated theme 

Global Resources and Miners • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
BHP Billiton (ADR) BHP NYSE - - USD 75.91 224 B 80.8% Weak Up 50%   9% -30%
Elements Rogers International Commodity Index-Metals Total Return ETN RJZ NYSEARCA Industrial Metals Metals (broad) USD 10.59 13 M 33.4% Weak Up 31%   3% -28%
First Trust Indxx Global Natural Resources Income ETF FTRI NASDAQ Basic Materials Natural Resources USD 13.34 6.5 M 28.9% Weak Up 41%   7% -35%
Glencore GLCNF OTC - - USD 4.03 - 61.2% Weak Up 54%   8% -46%
Invesco DB Base Metals Fund DBB NYSEARCA Basic Materials Basic Materials USD 18.70 101 M 36.6% Weak Up 18%   2% -14%
iPath Bloomberg Industrial Metals Subindex Total Return ETN JJM NYSEARCA Industrial Metals Metals (broad) USD 56.11 4.4 M 42.1% Weak Up 20%   2% -14%
iShares Global Materials ETF MXI NYSEARCA by Sector Basic Materials USD 83.57 322 M 47.1% Neutral 36%   6% -30%
iShares MSCI Global Metals & Mining Producers ETF PICK NYSEARCA Basic Materials Global Mining USD 41.54 184 M 76.8% Weak Up 44%   8% -34%
Rio Tinto (ADR) RIO NYSE - - USD 87.40 113 B 94.5% Weak Up 44%   8% -25%
SPDR S&P North American Natural Resources ETF NANR NYSEARCA Basic Materials Natural Resources USD 36.83 513 M 34.5% Weak Up 42%   7% -38%
SPDR S&P Global Natural Resources ETF GNR NYSEARCA by Sector Basic Materials USD 49.11 924 M 31.8% Weak Up 42%   8% -36%
SPDR S&P Metals & Mining ETF XME NYSEARCA Basic Materials Global Mining USD 35.86 369 M 63.5% Weak Up 52%   9% -37%
Vale (ADR) VALE NYSE - - USD 16.90 87 B 76.8% Neutral 60%   10% -38%
VanEck Vectors® Natural Resources ETF HAP NYSEARCA Basic Materials Natural Resources USD 43.18 57 M 43.2% Weak Up 38%   7% -35%
VanEck Vectors® Rare Earth/Strategic Metals ETF REMX NYSEARCA Basic Materials Rare Metals USD 83.28 149 M 154.4% Strong Up 51%   7% -31%