Equity: U.S. Consumer Cyclicals

RCD Top Performer Intra-day
Price $107.03
Today’s Change 1.15%
4:00pm 11/22/2019
PSCD Bottom Performer Intra-day
Price $61.26
Today’s Change -1.02%
4:00pm 11/22/2019

ETF.com Insight

With 10 ETFs and over $19.54B in combined AUM, the Equity: U.S. Consumer Cyclicals segment provides exposure to the U.S. space with a focus on Consumer Cyclicals securities.

Year-to-date, the best-performing ETF in the segment is the iShares Evolved U.S. Discretionary Spending ETF (IEDI), with a total return of 24.90%. Meanwhile, the most popular ETF is the Consumer Discretionary Select Sector SPDR Fund (XLY) with $14.19BB in assets under management.

Investors should take a look at the Vanguard Consumer Discretionary ETF (VCR). This fund has been chosen as an Analyst Pick by FactSet, thus is the best ETF for the average investor. VCR tracks a market-cap-weighted index of stocks in the US Consumer Discretionary sector. VCR has an expense ratio of 0.10% and tracks the MSCI US Investable Market Consumer Discretionary 25/50 Index.

Performance Dispersion

ETF.com Efficiency Insight

The average efficiency score in the Equity: U.S. Consumer Cyclicals segment is 92 out of 100, with the Fidelity MSCI Consumer Discretionary Index ETF(FDIS) obtaining the highest rating of 100 out of 100.

Costs dominate the discussion around efficiency. ETFs in the segment have an average expense ratio of 0.32% per year, with the Fidelity MSCI Consumer Discretionary Index ETF (FDIS) having the lowest expense ratio, charging investors 0.08% yearly.

Investors should look for funds with tight tracking, such as the Fidelity MSCI Consumer Discretionary Index ETF (FDIS), with a 12-month median tracking difference of -0.07%.

Tracking Difference (12 Month)

ETF.com Tradability Insight

The average tradability score in the Equity: U.S. Consumer Cyclicals segment is 77 out of 100, with the Consumer Discretionary Select Sector SPDR Fund(XLY) obtaining the highest rating of 99 out of 100.

The Consumer Discretionary Select Sector SPDR Fund (XLY) is the undisputed segment leader when it comes to liquidity. The fund trades 350.53M in daily average volume. Investors should also find ample liquidity in the Vanguard Consumer Discretionary ETF (VCR), with $10.67M in daily dollar volume.

Use limit orders to trade funds such as the Invesco S&P SmallCap Consumer Discretionary ETF(PSCD), due to their double-digit market spreads.

ETF.com/ Block Liquidity

VCR
5
4
3
2
1
XLY
5
4
3
2
1
FXD
5
4
3
2
1
FDIS
5
4
3
2
1
IYC
5
4
3
2
1
RCD
5
4
3
2
1
IEDI
5
4
3
2
1
JHMC
5
4
3
2
1
PEZ
5
4
3
2
1
PSCD
5
4
3
2
1
This measurement shows how easy it is to trade 25,000 shares of each ETF.

ETF.com Fit Insight

The Thomson Reuters US Cyclicals has been selected as the index that most accurately represents the market in question. The benchmark has been selected by the ETF Analytics team at FactSet, according to a series of guidelines to ensure this index accurately captures its market.

Investors trying to match a broad market exposure should pay attention to XLY. This fund obtains a high Fit score and investors should capture market-like returns.

Other funds diverge from the market, by nature of their investment mandates; for example, PSCD follows a Vanilla strategy and obtains a low Fit score compared with our neutral benchmark.

Index Methodology