Solid returns and low volatility: Top ETFs
July 18, 2016 3:55 PM
Solid returns and low volatility: Top ETFs
Low-risk ETFs are attracting big money.
Halfway through 2016, investors have already surpassed the $10.7 billion placed in the ETF category all of last year, according to Deutsche Bank. Low-volatility ETFs have attracted $14.3 billion from January through June.
Other ETF categories “experienced erratic flows with cumulative YTD flows bottoming at over $35 billion in outflows in February and ending at over $15 billion outflows at the end of June,” the bank’s researchers report.
While health care and, biotech, are typically volatile, the Health Care Select Sector SPDR ETF leads the low-volatility space because of its large-cap concentration, says Morningstar ETF research head Alex Bryan.
“Earnings and cash flows in that sector tend to be a little less volatile,” he says.
Scroll through to see the top performers ranked by three-year return. All data from Morningstar.
Halfway through 2016, investors have already surpassed the $10.7 billion placed in the ETF category all of last year, according to Deutsche Bank. Low-volatility ETFs have attracted $14.3 billion from January through June.
Other ETF categories “experienced erratic flows with cumulative YTD flows bottoming at over $35 billion in outflows in February and ending at over $15 billion outflows at the end of June,” the bank’s researchers report.
While health care and, biotech, are typically volatile, the Health Care Select Sector SPDR ETF leads the low-volatility space because of its large-cap concentration, says Morningstar ETF research head Alex Bryan.
“Earnings and cash flows in that sector tend to be a little less volatile,” he says.
Scroll through to see the top performers ranked by three-year return. All data from Morningstar.
15. Guggenheim S&P 500 Eq Wt Indls ETF
Ticker: RGI
1-Yr. Return: 6.86%
3-Yr. Return: 11.57%
Expense Ratio: 0.40%
Fund Assets (millions): $107.92
1-Yr. Return: 6.86%
3-Yr. Return: 11.57%
Expense Ratio: 0.40%
Fund Assets (millions): $107.92
14. Industrial Select Sector SPDR ETF
Ticker: XLI
1-Yr. Return: 9.41%
3-Yr. Return: 11.88%
Expense Ratio: 0.15%
Fund Assets (millions): $6,712
1-Yr. Return: 9.41%
3-Yr. Return: 11.88%
Expense Ratio: 0.15%
Fund Assets (millions): $6,712
13. iShares US Consumer Services
Ticker: IYC
1-Yr. Return: 4.23%
3-Yr. Return: 12.82%
Expense Ratio: 0.43%
Fund Assets (millions): $893.34
1-Yr. Return: 4.23%
3-Yr. Return: 12.82%
Expense Ratio: 0.43%
Fund Assets (millions): $893.34
12. iShares Global Healthcare
Ticker: IXJ
1-Yr. Return: -1.90%
3-Yr. Return: 12.82%
Expense Ratio: 0.47%
Fund Assets (millions): $1,680
1-Yr. Return: -1.90%
3-Yr. Return: 12.82%
Expense Ratio: 0.47%
Fund Assets (millions): $1,680
11. iShares S&P 500 Growth
Ticker: IVW
1-Yr. Return: 6.80%
3-Yr. Return: 13.15%
Expense Ratio: 0.18%
Fund Assets (millions): $13,549
1-Yr. Return: 6.80%
3-Yr. Return: 13.15%
Expense Ratio: 0.18%
Fund Assets (millions): $13,549
10. Vanguard S&P 500 Growth ETF
Ticker: VOOG
1-Yr. Return: 6.83%
3-Yr. Return: 13.19%
Expense Ratio: 0.15%
Fund Assets (millions): $947.76
1-Yr. Return: 6.83%
3-Yr. Return: 13.19%
Expense Ratio: 0.15%
Fund Assets (millions): $947.76
9. iShares Select Dividend
Ticker: DVY
1-Yr. Return: 17.17%
3-Yr. Return: 13.28%
Expense Ratio: 0.39%
Fund Assets (millions): $15,904
1-Yr. Return: 17.17%
3-Yr. Return: 13.28%
Expense Ratio: 0.39%
Fund Assets (millions): $15,904
8. iShares Russell Top 200 Growth
Ticker: IWY
1-Yr. Return: 7.67%
3-Yr. Return: 13.89%
Expense Ratio: 0.20%
Fund Assets (millions): $624.39
1-Yr. Return: 7.67%
3-Yr. Return: 13.89%
Expense Ratio: 0.20%
Fund Assets (millions): $624.39
7. First Trust Value Line Dividend ETF
Ticker: FVD
1-Yr. Return: 17.75%
3-Yr. Return: 13.91%
Expense Ratio: 0.70%
Fund Assets (millions): $2,145
1-Yr. Return: 17.75%
3-Yr. Return: 13.91%
Expense Ratio: 0.70%
Fund Assets (millions): $2,145
6. PowerShares S&P 500 Low Volatility ETF
Ticker: SPLV
1-Yr. Return: 19.14%
3-Yr. Return: 13.91%
Expense Ratio: 0.25%
Fund Assets (millions): $7,865
1-Yr. Return: 19.14%
3-Yr. Return: 13.91%
Expense Ratio: 0.25%
Fund Assets (millions): $7,865
5. Technology Select Sector SPDR ETF
Ticker: XLK
1-Yr. Return: 9.91%
3-Yr. Return: 14.43%
Expense Ratio: 0.15%
Fund Assets (millions): $12,327
1-Yr. Return: 9.91%
3-Yr. Return: 14.43%
Expense Ratio: 0.15%
Fund Assets (millions): $12,327
4. iShares Edge MSCI Min Vol USA
Ticker: USMV
1-Yr. Return: 17.29%
3-Yr. Return: 14.83%
Expense Ratio: 0.15%
Fund Assets (millions): $15,080
1-Yr. Return: 17.29%
3-Yr. Return: 14.83%
Expense Ratio: 0.15%
Fund Assets (millions): $15,080
3. PowerShares Aerospace & Defense ETF
Ticker: PPA
1-Yr. Return: 9.71%
3-Yr. Return: 15.67%
Expense Ratio: 0.66%
Fund Assets (millions): $320
1-Yr. Return: 9.71%
3-Yr. Return: 15.67%
Expense Ratio: 0.66%
Fund Assets (millions): $320
2. PowerShares S&P 500 High Div Low VolETF
Ticker: SPHD
1-Yr. Return: 25.23%
3-Yr. Return: 16.07%
Expense Ratio: 0.30%
Fund Assets (millions): $2,228
1-Yr. Return: 25.23%
3-Yr. Return: 16.07%
Expense Ratio: 0.30%
Fund Assets (millions): $2,228
1. Health Care Select Sector SPDR ETF
Ticker: XLV
1-Yr. Return: 1.13%
3-Yr. Return: 16.64%
Expense Ratio: 0.15%
Fund Assets (millions): $12,859
1-Yr. Return: 1.13%
3-Yr. Return: 16.64%
Expense Ratio: 0.15%
Fund Assets (millions): $12,859
