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. Vol. Risk Contrib. MDD
 
BHP Billiton (ADR) BHP NYSE - - USD 51.92 167 B 24.5% 25%   10% -21%
Elements Rogers International Commodity Index-Metals Total Return ETN RJZ NYSEARCA Industrial Metals Metals (broad) USD 8.41 13 M 10.8% 12%   2% -8%
First Trust Indxx Global Natural Resources Income ETF FTRI NASDAQ Basic Materials Basic Materials USD 11.75 - 0.0% 15%   4% -17%
Glencore GLCNF OTC - - USD 3.25 - -12.2% 35%   9% -39%
iPath Bloomberg Industrial Metals Subindex Total Return ETN JJM NYSEARCA Industrial Metals Metals (broad) USD 45.61 4.9 M 7.2% 15%   4% -12%
iShares Global Materials ETF MXI NYSEARCA by Sector Basic Materials USD 64.47 187 M 1.7% 18%   7% -20%
iShares MSCI Global Metals & Mining Producers ETF PICK NYSEARCA Basic Materials Global Mining USD 28.19 237 M -1.6% 23%   8% -26%
PowerShares DB Base Metals Fund DBB NYSEARCA Industrial Metals Metals (broad) USD 15.29 116 M -0.2% 15%   4% -16%
Rio Tinto (ADR) RIO NYSE - - USD 54.85 71 B 25.2% 26%   10% -25%
SPDR S&P North American Natural Resources ETF NANR NYSEARCA All Commodities Global Indices (Commos) USD 32.16 735 M -1.3% 17%   6% -20%
SPDR S&P Global Natural Resources ETF GNR NYSEARCA by Sector Energy USD 44.27 1.1 B -5.3% 17%   6% -22%
SPDR S&P Metals & Mining ETF XME NYSEARCA Basic Materials Global Mining USD 27.57 450 M -16.7% 26%   7% -31%
Vale (ADR) VALE NYSE - - USD 12.15 62 B -8.3% 44%   11% -35%
VanEck Vectors Natural Resources ETF HAP NYSEARCA All Commodities Global Indices (Commos) USD 35.80 68 M 0.3% 16%   6% -19%
VanEck Vectors Rare Earth/Strategic Metals ETF REMX NYSEARCA Basic Materials Precious Metals USD 13.68 190 M -18.1% 32%   6% -42%