Consumer Discretionary ETFs

Consumer Discretionary ETFs
  • Pininvest Analysis

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

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Consumer Discretionary ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
Amplify Online Retail ETF IBUY NASDAQ Consumer Lifestyles New Spending Habits USD 113.79 228 M 85.7% Weak Down 31%   6% -22%
Consumer Discretionary SPDR XLY NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 169.10 13 B 42.4% Neutral 20%   5% -10%
ETFMG Video Game Tech ETF GAMR NYSEARCA Consumer Lifestyles Changing Entertainment Expectations USD 93.22 76 M 83.5% Weak Down 34%   3% -21%
Fidelity® MSCI Consumer Discretionary Index ETF FDIS NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 77.23 707 M 64.3% Neutral 21%   5% -9%
First Trust Consumer Discretionary AlphaDEX® Fund FXD NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 59.92 277 M 81.5% Neutral 25%   6% -17%
First Trust NASDAQ Global Auto Index Fund CARZ NASDAQ Industrial Goods InvestableMkt Global USD 56.11 17 M 100.1% Neutral 27%   5% -10%
First Trust Nasdaq Retail ETF FTXD NASDAQ Consumer Discretionary Retail Services USD 32.57 4.4 M 49.9% Neutral 20%   3% -10%
Global X Health & Wellness Thematic ETF BFIT NASDAQ Consumer Lifestyles Health & Well-Being USD 28.27 18 M 52.1% Neutral 19%   4% -8%
Invesco DWA Consumer Cyclicals Momentum ETF PEZ NASDAQ Consumer Discretionary InvestableMkt MultiFactors USD 85.72 22 M 98.3% Neutral 33%   7% -17%
Invesco Dynamic Leisure and Entertainment ETF PEJ NYSEARCA Services Recreation USD 43.90 35 M 58.9% Weak Down 27%   6% -23%
Invesco Dynamic Media ETF PBS NYSEARCA Services Media USD 51.01 39 M 74.5% Neutral 24%   5% -15%
Invesco S&P 500® Equal Weight Consumer Discretionary ETF RCD NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 146.28 72 M 80.5% Neutral 25%   5% -16%
iShares Dow Jones US Consumer Services Sector Index Fund IYC NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 75.37 833 M 45.1% Neutral 17%   4% -9%
iShares Evolved U.S. Discretionary Spending ETF IEDI BATS Consumer Lifestyles New Spending Habits USD 43.13 12 M 45.5% Neutral 17%   4% -9%
iShares Evolved U.S. Media and Entertainment ETF IEME BATS Consumer Lifestyles Changing Entertainment Expectations USD 36.60 6.1 M 54.7% Weak Down 21%   4% -15%
iShares S&P Global Consumer Discretionary Index Fund RXI NYSEARCA Consumer Discretionary InvestableMkt Size USD 164.00 198 M 50.0% Neutral 18%   4% -7%
John Hancock Multifactor Consumer Discretionary ETF JHMC NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 50.57 37 M 63.9% Neutral 20%   5% -7%
SPDR S&P Retail ETF XRT NYSEARCA Consumer Discretionary Retail Services USD 93.52 300 M 147.1% Neutral 34%   6% -16%
VanEck Vectors® Gaming ETF BJK NASDAQ Services Recreation USD 51.98 22 M 61.4% Neutral 28%   5% -11%
VanEck Vectors® Retail ETF RTH NASDAQ Consumer Discretionary Retail Services USD 171.53 75 M 37.9% Neutral 16%   3% -9%
Vanguard Consumer Discretionary Index Fund VCR NYSEARCA Consumer Discretionary Consumer Durables USD 299.07 3.0 B 66.3% Neutral 21%   5% -8%