Vanguard Consumer Discretionary Index Fund ETF Shares, VCR:PCQ:USD summary FT com

Morgan Stanley emphasized the importance of identifying scalable, high-potential ventures that haven’t been fully factored in by the market. The analysts believe Tesla’s Dojo fits this bill perfectly. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. This site is protected by reCAPTCHA and the Google
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Because of this, VCR is an excellent option for investors seeking exposure to the Consumer Discretionary ETFs segment of the market. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. For the most part, ETFs are passively managed compared to mutual funds that are actively managed by an individual or team of fund managers.

Airbnb Inc Ordinary Shares – Class A

The People Pillar is our evaluation of the VCR management team’s experience and ability. ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style. The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. ETF Trends and ETF Database , the preeminent digital platforms for ETF news, research, tools, video, webcasts, native content channels, and more. The ETF Trends and ETF Database brands have been trusted amongst advisors, institutional investors, and individual investors for a combined 25 years. Factoring in the Tesla shares sprinkled across both ARKK and ARKQ, these funds’ market valuation swelled by $100 million in just one day.

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VCDAX’s performance objective and investment process is for both security selection and portfolio construction. Data are provided 'as is' for informational purposes only and are not intended for trading purposes. Data may be intentionally delayed pursuant to supplier requirements. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VCR’s performance objective and investment process is for both security selection and portfolio construction.

Financial Advisor Report

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.32% per year. These returns cover a period from January 1, 1988 through July 31, 2023.

Consumer discretionary ETFs can be a useful tool for investors implementing a sector rotation strategy or seeking to tilt their portfolio. VCR may appeal to some buy-and-hold investors during times of economic strength since the discretionary sector typically does well when consumers have a little extra money to spend. VCR is competitively priced against rivals like the Consumer Discretionary Select Sector SPDR (XLY) and the iShares U.S.

Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return.

Alternative ETFs in the FactSet Equity: U.S. Consumer Discretionary Segment

Because of this, XLY is a great option for investors seeking exposure to the Consumer Discretionary ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. The Fund seeks to track the performance of a benchmark index that measures the investment return of consumer discretionary stocks. Specifically the MSCI U.S. Investable Market Consumer Discretionary Index, an index of stocks of large-, mid-, and small-size U.S. companies within the consumer discretionary sector. Vanguard Consumer Discretionary ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors.

• The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VCR’s performance objective and investment process is for both security selection and portfolio construction.
• Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.
• Fidelity MSCI Consumer Discretionary Index ETF has $1 billion in assets, Consumer Discretionary Select Sector SPDR ETF has $13.99 billion.
• The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios.
• The People Pillar is our evaluation of the VCR management team’s experience and ability.

You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. It has amassed assets over $4.04 billion, making it one of the largest ETFs attempting to match the performance of the Consumer Discretionary – Broad segment of the equity market. VCR seeks to match the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index before fees and expenses.

Morningstar Medalist Rating

While ARKK boasts a notable chunk of its portfolio dedicated to Tesla – being Wood’s premier investment – there are ETFs out there with an even heftier Tesla allocation. According to the investment bank, Tesla’s groundbreaking difference between shelf prospectus and red herring prospectus supercomputing tech sets new standards. Their custom-designed chip, combined with specialized hardware and software, could offer a sixfold cost reduction per computing power unit, thanks to a highly efficient system.

The ETF has a beta of 1.25 and standard deviation of 30.38% for the trailing three-year period, making it a medium risk choice in the space. With about 315 holdings, it effectively diversifies company-specific risk. Annual operating expenses for this ETF are 0.10%, making it one of the least expensive products in the space.

• ETF Database's Financial Advisor Reports are designed as an easy handout for clients to explain the key information on a fund.
• Zacks Ranks stocks can, and often do, change throughout the month.
• Read and consider the prospectus carefully before investing in any fund to ensure the fund is appropriate for your goals and risk tolerance.
• Vanguard Consumer Discretionary ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors.

Vanguard Consumer Discretionary Index Fund ETF Shares is offered by prospectus only. Read and consider the prospectus carefully before investing in any fund to ensure https://1investing.in/ the fund is appropriate for your goals and risk tolerance. The prospectus contains complete information on advisory fees, distribution charges, and other expenses.

Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Consumer Discretionary – Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. The "A+ Metric Rated ETF" field, available to ETF Database Pro members, shows the ETF in the Consumer Discretionary Equities with the highest Metric Realtime Rating for each individual field.

To view all of this data, sign up for a free 14-day trial for ETF Database Pro. To view information on how the ETF Database Realtime Ratings work, click here. Consumer Discretionary Select Sector SPDR ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors.

The number of ETFs available to investors worldwide is also growing dramatically, rising from 276 in 2003 to 8,754 in 2022. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. It has amassed assets over $17.47 billion, making it the largest ETF attempting to match the performance of the Consumer Discretionary – Broad segment of the equity market. XLY seeks to match the performance of the Consumer Discretionary Select Sector Index before fees and expenses.

The VB ETF is also diversified in terms of its sector exposure with holdings that cover everything from energy and healthcare to real estate and finance. Other reasons to consider the XLE ETF are the low expense ratio of 0.10% and a dividend yield of 4.13%. Oil and natural gas companies pay some of the highest dividends in the S&P 500 index and that fact is reflected in the Energy Select SPDR Fund. With some analysts now predicting that crude oil prices will again test $100 a barrel, the outlook for oil and gas stocks is suddenly bullish.

And, ETFs have a track record of providing better returns than mutual funds and other actively managed investments. The popularity of ETFs is due to many factors, including low fees, sector diversification, and the ability to track specific indexes or parts of the stock market. ETFs also help to mitigate risk and volatility and are generally seen as safer bets than putting money into individual stocks. Exchange-traded funds (ETFs) are growing exponentially in terms of their popularity. According to data from Statista, the value of assets held in ETFs worldwide reached almost $10 trillion in 2022.