This ETF offers exposure to the global industrial sector, a corner of the economy that includes transportation firms, providers of commercial and professional services, and manufacturers of capital goods. Given the targeted nature of the underlying benchmark, EXI probably isn't very useful for those building a long-term portfolio; it will be more useful as a means of establishing a tactical tilt towards the industrials sector or as part of a global sector rotation strategy. A few items are noteworthy with respect to EXI. U.S. stocks have a heavy weighting in the portfolio, accounting for about half of total assets. In addition, it should be noted that this ETF achieves good balance, spreading exposure across close to 200 stocks and generally avoiding major concentrations in individual securities. EXI probably is too targeted for most investors out there, but for those looking to bet on industrials with a global focus, it can be a useful tool. Those seeking U.S. exposure may prefer XLI or the equal-weighted RGI, while those looking to steer clear of the U.S. may want to consider IPN.
The adjacent table gives investors an individual Realtime Rating for EXI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Industrials 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 ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.View the Category Report
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb Category.
This ETF is not currently available for commission free trading on any platforms.
There are 4 other ETFs in the Industrials Equities ETFdb Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of EXI relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the volatility of this ETF compares to the peer group ETFdb Category.
2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.