ETFdb Realtime Rating & Analyst Report for SWH
SWH is a passive Grantor Trust that seeks to replicate the n/a. This ETF is not linked to a specific benchmark.
| ETFdb Category | Expense Ratio | Inception Date | Issuer | Structure | YTD Return * |
|---|---|---|---|---|---|
| Technology Equities | Flat Fee | 2000-09-27 | Merrill Lynch HOLDRs | Grantor Trust | -4.72% |
* As of 01-01-1970
SWH Realtime Rating: By Metric
| Metric | Metric Realtime Rating | A+ Metric Rated ETF |
|---|---|---|
| Liquidity | n/a | XLK |
| Expenses | n/a | XLK |
| Performance |  |
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| Volatility | |
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| Dividend | |
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| Concentration | |
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The first adjacent table gives investors an individual Realtime Rating for SWH on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Technology Equities ETFdb Category with the highest Metric Realtime Rating for each individual field.
SWH Realtime Rating: Overall
| ETFdb Rating Type | Overall Rating | A+ Overall Rated ETF |
|---|---|---|
| Realtime Rating (Overall) | |
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The second table shows the overall Realtime Rating for SWH, as well as the A+ Overall Rated ETF in SWH's Category. To view information on how the ETFdb Realtime Ratings work, click here.
ETFdb Analyst Report for SWH
SWH isn't technically an ETF, though it does offer exposure to a basket of securities in the software segment of the technology industry. While not as concentrated as some of the other HOLDRs, SMH still has less than 15 securities with three making up more than 50% of the total assets. For investors...
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