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The Nationwide Risk-Based U.S. Equity ETF (RBUS) tracks an index of large-cap U.S. equities. RBUS follows the Rothschild & Co. Risk-Based U.S. Index that aims to deliver on that ever-elusive promise: reduce volatility without sacrificing returns. The index assesses securities for risk and volatility and eliminates the riskiest 50 percent. The remaining securities are weighted by volatility and correlation, in an effort to make sure that every stock contributes the same amount of risk to the portfolio. RBUS has about 250 securities in its portfolio and is rebalanced quarterly.
It’s worth noting that RBUS falls into ETFdb’s Large-Cap Growth category, but that, by design, almost 40% of RBUS’s portfolio is invested in mid-cap stocks. That’s significantly more mid-cap exposure than other index funds in the category, and investors who own ETFs targeting mid-cap companies may want to make sure they avoid an unintentional overweight.
Launched in 2017, RBUS is a latecomer to a crowded space of large-cap growth equities. Nationwide is often the biggest investor in its own ETFs, a common strategy, especially for newer entrants, known as BYOA: Bring Your Own Assets. And while it’s not outrageously prices, there are plenty of cheaper funds out there.
Investors have plenty of alternatives, many with lower fees and more liquidity, such as the iShares Russell 1000 Growth ETF (IWF) or the Vanguard Growth ETF (VUG). Other so-called “smart” U.S. stock index strategies include funds like the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) or the JPMorgan Diversified Return US Equity ETF (JPUS). Lastly, investors might want to compare returns with plain-vanilla U.S. funds that charges a fraction of RBUS’s management fee, like the Vanguard Total Stock Market ETF (VTI) or iShares Core S&P500 ETF (IVV).
Historical Trading Data
1 Month Avg. Volume196
3 Month Avg. Volume1,482
Alternative ETFs in the Large Cap Growth Equities Category
5 Day Net Flows:
0
1 Month Net Flows:
0
3 Month Net Flows:
-2.18 M
6 Month Net Flows:
-11.01 M
1 Year Net Flows:
-11.12 M
3 Year Net Flows:
-24.45 M
5 Year Net Flows:
-24.45 M
10 Year Net Flows:
-24.45 M
Realtime Rating
The adjacent table gives investors an individual Realtime Rating for RBUS 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 Large Cap Growth 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.
Copyright MSCI ESG Research LLC [2018]. All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at https://www.msci.com/esg-fund-metrics.
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use, please see disclaimer.
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