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. Momentum Vol. Risk Contrib. MDD
 
Amplify Online Retail ETF IBUY NASDAQ Consumer Lifestyles New Spending Habits USD 130.59 228 M 167.3% Neutral 39%   5% -29%
Consumer Discretionary SPDR XLY NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 161.15 13 B 40.3% Neutral 34%   5% -28%
ETFMG Video Game Tech ETF GAMR NYSEARCA Consumer Lifestyles Changing Entertainment Expectations USD 87.53 76 M 100.9% Neutral 40%   3% -21%
Fidelity MSCI Consumer Discretionary Index ETF FDIS NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 73.35 707 M 63.1% Neutral 35%   5% -29%
First Trust Consumer Discretionary AlphaDEX® Fund FXD NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 55.82 277 M 43.1% Strong Up 46%   6% -42%
First Trust NASDAQ Global Auto Index Fund CARZ NASDAQ Industrial Goods InvestableMkt Global USD 54.40 17 M 76.3% Neutral 42%   5% -36%
First Trust Nasdaq Retail ETF FTXD NASDAQ Consumer Discretionary Retail Services USD 29.62 4.4 M 36.4% Neutral 30%   3% -27%
Global X Health & Wellness Thematic ETF BFIT NASDAQ Consumer Lifestyles Health & Well-Being USD 25.99 18 M 40.9% Neutral 34%   4% -32%
Invesco DWA Consumer Cyclicals Momentum ETF PEZ NASDAQ Consumer Discretionary InvestableMkt US Cies USD 89.72 22 M 85.9% Neutral 43%   5% -43%
Invesco Dynamic Leisure and Entertainment ETF PEJ NYSEARCA Services Recreation USD 48.07 35 M 33.1% Strong Up 50%   6% -46%
Invesco Dynamic Media ETF PBS NYSEARCA Services Media USD 53.52 39 M 74.6% Strong Up 37%   5% -33%
Invesco S&P 500 Equal Weight Consumer Discretionary ETF RCD NYSEARCA Consumer Discretionary InvestableMkt Size USD 133.27 72 M 39.7% Weak Up 44%   6% -40%
iShares Dow Jones US Consumer Services Sector Index Fund IYC NYSEARCA Consumer Discretionary InvestableMkt US Cies USD 72.26 833 M 39.6% Neutral 33%   4% -27%
iShares Evolved U.S. Discretionary Spending ETF IEDI BATS Consumer Lifestyles New Spending Habits USD 39.92 12 M 40.0% Neutral 31%   4% -25%
iShares Evolved U.S. Media and Entertainment ETF IEME BATS Consumer Lifestyles Changing Entertainment Expectations USD 38.29 6.1 M 57.6% Strong Up 33%   4% -29%
iShares S&P Global Consumer Discretionary Index Fund RXI NYSEARCA Consumer Discretionary InvestableMkt Size USD 157.69 198 M 39.7% Neutral 33%   5% -30%
John Hancock Multifactor Consumer Discretionary ETF JHMC NYSEARCA Consumer Discretionary InvestableMkt MultiFactors USD 47.86 37 M 50.0% Neutral 37%   5% -35%
SPDR S&P Retail ETF XRT NYSEARCA Consumer Discretionary Retail Services USD 79.26 300 M 98.4% Strong Up 46%   5% -16%
VanEck Vectors Gaming ETF BJK NASDAQ Services Recreation USD 53.08 22 M 46.7% Weak Up 44%   5% -43%
VanEck Vectors® Retail ETF RTH NASDAQ Consumer Discretionary Retail Services USD 153.60 75 M 37.4% Neutral 29%   4% -20%
Vanguard Consumer Discretionary Index Fund VCR NYSEARCA Consumer Discretionary Consumer Durables USD 283.52 3.0 B 62.6% Neutral 36%   5% -31%