RBUS
Nationwide Risk-Based U.S. Equity ETFRBUS Fund Description
RBUS tracks an index of approximately 250 U.S. large cap stocks that are selected and weighted according to volatility, cross-correlation, and the Sharpe ratio.
RBUS Factset Analytics Insight
As a fund coming from an issuer in the insurance industry, Nationwide Fund Advisors, it comes as no surprise that RBUS aims to construct a portfolio with an emphasis on low risk securities. RBUS tracks an index that attempts to increase the portfolio’s risk adjusted return relative to traditional vanilla market cap weighted indices. The index begins with the largest 500 U.S. stocks which are then ranked on their trailing one year volatility and cross-correlation. Fifty percent of the most risky securities are eliminated, leaving 250 of the least risky securities in the index. The index attempts to weight each security in a way that equalizes the risk between all constituents — although the actual weight of the securities will not be equal. It does this by optimizing the risk budget and marginal risk contribution of each stock. The index is rebalanced on a monthly basis. For a fund in the U.S. large cap space, RBUS charges a lower than average fee, although investors can find competitive funds in the space for less.
RBUS MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 24, 2018 the Nationwide Risk-Based U.S. Equity ETF MSCI ESG Fund Quality Score is 4.98 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. RBUS ranks in the 26th percentile within its peer group and in the 30th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
RBUS CHARTS AND PERFORMANCE
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
1 Month
-
3 Months
-
YTD
-
1 Year
-
3 Years
-
5 Years
-
Max
-
RBUS Top 10 Countries
RBUS Top 10 Sectors
RBUS Top 10 Holdings [View All]
RBUS Summary Data
RBUS Portfolio Data
RBUS Index Data
RBUS Portfolio Management
RBUS Tax Exposures
RBUS Fund Structure
RBUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RBUS. RBUS is rated a 4 out of 5.
RBUS Tradability
RBUS Sector/Industry Breakdown
RBUS
RBUS TOP 10 HOLDINGS[View All]
RBUS Countries
RBUS
RBUS Regions
RBUS
RBUS Economic Development
RBUS
RBUS Performance Statistics
RBUS MSCI ESG Ratings
RBUS BENCHMARK COMPARISON SUMMARY
RBUS
RBUS BENCHMARK COMPARISON MARKET CAP SIZE
RBUS
The data and information contained herein is not intended to be investment or tax advice. A reference to a particular investment or security, a credit rating, or any observation concerning a security or investment provided in the ETF.com Service is not a recommendation to buy, sell, or hold such investment or security or to make any other investment decisions. You should not use such information for purposes of any actual transaction without consulting an investment or tax professional.
ETF.com DOES NOT TAKE RESPONSIBILITY FOR YOUR INVESTMENT OR OTHER ACTIONS NOR SHALL ETF.com HAVE ANY LIABILITY, CONTINGENT OR OTHERWISE, FOR THE ACCURACY, COMPLETENESS, TIMELINESS, OR CORRECT SEQUENCING OF ANY INFORMATION PROVIDED BY ETF.com OR FOR ANY DECISION MADE OR ACTION TAKEN BY YOU IN RELIANCE UPON SUCH INFORMATION OR ETF.com.
[ETF.com DOES NOT PROVIDE ANY RESEARCH OPINIONS.] ETF.com MAKES NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, PRODUCTS OR SERVICES CONTAINED HEREIN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Data provider:
Terms of Use
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 24,000 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.