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

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

Consumer Discretionary ETFs • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
Amplify Online Retail ETF IBUY NASDAQ Consumer Lifestyles New Spending Habits USD 105.65 228 M 114.5% 38%   4% -36%
Consumer Discretionary SPDR XLY NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 157.26 13 B 29.6% 34%   4% -34%
ETFMG Video Game Tech ETF GAMR NYSEARCA Consumer Lifestyles Changing Entertainment Expectations USD 74.56 76 M 74.9% 31%   3% -25%
Fidelity MSCI Consumer Discretionary Index ETF FDIS NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 67.99 707 M 45.8% 35%   4% -36%
First Trust Consumer Discretionary AlphaDEX® Fund FXD NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 48.28 277 M 9.6% 46%   6% -49%
First Trust NASDAQ Global Auto Index Fund CARZ NASDAQ Consumer Discretionary Auto Manufacturing USD 47.93 17 M 44.6% 42%   5% -42%
First Trust Nasdaq Retail ETF FTXD NASDAQ Consumer Discretionary Retail Services USD 28.47 4.4 M 16.8% 30%   3% -33%
Global X Health & Wellness Thematic ETF BFIT NASDAQ Consumer Lifestyles Health & Well-Being USD 24.17 18 M 14.2% 34%   4% -42%
Invesco DWA Consumer Cyclicals Momentum ETF PEZ NASDAQ Consumer Discretionary InvestableMkt US Cies USD 72.67 22 M 33.4% 41%   4% -50%
Invesco Dynamic Leisure and Entertainment ETF PEJ NYSEARCA Services Recreation USD 36.98 35 M -15.4% 49%   6% -57%
Invesco Dynamic Media ETF PBS NYSEARCA Services Media USD 43.27 39 M 31.2% 36%   5% -41%
Invesco S&P 500 Equal Weight Consumer Discretionary ETF RCD NYSEARCA Consumer Discretionary InvestableMkt Size USD 118.11 72 M 10.2% 44%   5% -48%
Invesco S&P SmallCap Consumer Discretionary Portfolio PSCD NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 76.86 20 M 23.8% 52%   6% -53%
iShares Dow Jones US Consumer Services Sector Index Fund IYC NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 273.51 833 M 22.1% 33%   4% -33%
iShares Evolved U.S. Discretionary Spending ETF IEDI BATS Consumer Lifestyles New Spending Habits USD 39.33 12 M 28.1% 31%   4% -31%
iShares Evolved U.S. Media and Entertainment ETF IEME BATS Consumer Lifestyles Changing Entertainment Expectations USD 31.23 6.1 M 12.4% 34%   4% -37%
iShares S&P Global Consumer Discretionary Index Fund RXI NYSEARCA Consumer Discretionary InvestableMkt Size USD 149.20 198 M 21.7% 33%   4% -35%
John Hancock Multifactor Consumer Discretionary ETF JHMC NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 43.83 37 M 26.9% 37%   5% -42%
SPDR S&P Retail ETF XRT NYSEARCA Consumer Discretionary Retail Services USD 60.08 300 M 35.8% 41%   5% -41%
VanEck Vect Retail ETF RTH NYSEARCA Consumer Discretionary Retail Services USD 158.02 75 M 32.7% 29%   3% -25%
VanEck Vectors Gaming ETF BJK NYSEARCA Services Recreation USD 44.00 22 M 12.2% 44%   5% -51%
Vanguard Consumer Discretionary Index Fund VCR NYSEARCA Consumer Discretionary Consumer Durables USD 261.48 3.0 B 44.5% 36%   5% -38%