ETF Database » JFT

Best ETF Performers Of 2010: Winners For Every ETFdb Category

Michael Johnston — Wed, 05 Jan 2011 12:00:23 +0000

Last year was a good year for most asset classes, as investor portfolios continued to recover from the recent recession. The difference in performance between many comparable funds was significant, and many of the best performers of 2010 are relatively small funds that maintain considerably smaller asset bases than their more popular competitors. Below, we profiled the top performing ETFs in more than 60 ETFdb Categories covering all major asset classes. ETFs that launched in 2010 were excluded, as were those that stopped trading during the year [for more ETF insights, sign up for our free ETF newsletter]: Equity ETFs Many equity ETFs turned impressive performances in 2010; below, we profile the best of the best: All Cap Equities: The First Trust Multi CG AlphaDex (FAD) added 25.2% last year, besting the more popular VTI (up 17.4%) and IWV (up 16.8%) by a wide margin. Large Cap Blend Equities: The [...]

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IndexIQ Planning 130/30 ETF

Michael Johnston — Fri, 13 Nov 2009 15:23:11 +0000

IndexIQ, the New York-based developer of alternative indexes and exchange-traded funds, has taken the first step towards launching a 130/30 ETF, filing a 40-APP application with the SEC earlier this week. IndexIQ currently maintains the IQ 130/30 Index, a rules-based benchmark that employs fundamental factors to select U.S. stocks with a long exposure of 130% and short exposure of 30%. According to the company’s Web site, the index uses “a purely quantitative, multi-factor model that leverages the alpha generated by a customized quantitative model combined with the controlled use of short positions to enhance the risk-adjusted returns of the portfolio.” InedxIQ is best known for its hedge fund replication products, including the IQ Hedge Multi-Strategy Tracker ETF (QAI) and the IQ Hedge Macro Tracker ETF (MCRO). QAI has become quickly gained traction with investors, accumulating nearly $70 million in assets according to the October NSX figures. IndexIQ has begun aggressively [...]

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Definitive Guide To 130/30 ETFs: 130/30 ETF Investing 101

Michael Johnston — Fri, 09 Oct 2009 05:05:53 +0000

When analyzing the of the ETF industry, most investors highlight the cheap, liquid exposure to traditional asset classes as the main reason for the popularity of the exchange-traded structure. While ETFs have indeed provided a low-cost alternative to the traditional asset classes, they have also made it easier than ever to achieve exposure to “exotic” asset classes, geographies, and investment strategies. From Van Eck’s Vietnam ETF (VNM) to Direxion’s line of 3x leveraged ETFs to various physically-backed and futures-backed commodity products, ETFs have greatly expanded the investment universe available to all types of investors (see VNM’s fundamentals here). One of the latest innovations in the ETF industry is 130/30 investing, a strategy implemented by the ProShares Credit Suisse 130/30 (CSM) and the First Trust KEYnotes Exchange Traded Notes (JFT). In a 130/30 strategy, the fund takes a 100% long position in a benchmark (in the case of CSM, the S&P [...]

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Direxion Planning 130/30 ETF

Michael Johnston — Thu, 30 Jul 2009 10:15:44 +0000

Direxion, best known as the leading provider of 3x leveraged and inverse leveraged ETFs, is apparently planning to diversify its product line a bit. The Newton, Massachusetts-based ETF provider has amended a previous filing with the SEC, requesting regulatory approval to launch a 130/30 ETF. Leveraged ETFs have come under fire lately, and while there is certainly no danger of these products going away (at least not in my mind), it certainly won’t hurt Direxion to expand into new areas of the ETF industry. 130/30 strategies are nothing new. Asset managers on both the institutional and retail levels have been implementing these tactics for years. Under such a strategy, funds attempt to outperform a benchmark by holding 130% long exposure to individual securities the manager believes will outperform the market and 30% short exposure to securities expected to trail the market. The result is a portfolio that maintains net 100% [...]

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ETF Database » JFT

Best ETF Performers Of 2010: Winners For Every ETFdb Category

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