Top ETFs In The Best Performing Sector

July 15, 2016

Ticker Fund Expense Ratio AUM Description YTD Performance (%)
PUI  PowerShares DWA Utilities Momentum Portfolio 0.60% $232.21M Momentum factor 23.82
UTES  Reaves Utilities ETF 0.95% $11.24M Actively managed 22.92
FXU  First Trust Utilities AlphaDEX Fund 0.66% $1.82B Value and growth factors 22.6
VPU  Vanguard Utilities Index Fund 0.10% $2.61B Broad, market-cap-weighted 22.01
RYU  Guggenheim S&P 500 Equal Weight Utilities ETF 0.40% $295.71M Equal-weighted 21.78
IDU  iShares U.S. Utilities ETF 0.45% $1.16B Broad, market-cap-weighted 21.7
FUTY  Fidelity MSCI Utilities Index ETF 0.08% $277.24M Broad, market-cap-weighted 21.64
XLU  Utilities Select Sector SPDR Fund 0.14% $8.32B Broad, market-cap-weighted 21.53
PSCU  PowerShares S&P SmallCap Utilities Portfolio 0.29% $153.62M Small caps 21.32
JHMU John Hancock Multifactor Utilities ETF 0.50% $5.34M Size, value, momentum, profitability factors N/A
UTLF iShares Edge MSCI Multifactor Utilities ETF 0.35% $2.66M Size, value, momentum, quality factors N/A

 

Global Utilities ETFs

The final batch of utility ETFs are globally focused, which contrasts with the aforementioned funds that are solely focused on the U.S.

These ETFs include the iShares Global Utilities ETF (JXI | A-85), the WisdomTree Global ex-US Utilities Fund (DBU | C-74) and the SPDR S&P International Utilities Sector ETF (IPU | B-80). There is more divergence of performance among these three, with a range of returns from 4.6% to 13.5%.

Out of the three, JXI is the best performer in 2016, thanks to its exposure to surging U.S. utilities. Its broad, market-cap-weighted exposure to the global utility space gives the U.S. a 57% weighting in the fund.

On the other hand, DBU and IPU completely exclude U.S. utilities. In turn, the United Kingdom is the largest country exposure for both funds. DBU weights its holdings based on dividends, while IPU weights them based on market cap.

Ticker Fund Expense Ratio AUM Description YTD Performance (%)
JXI iShares Global Utilities ETF 0.48% $168.57M Broad, market-cap-weighted 13.52
DBU WisdomTree ex-US Utilities Fund 0.58% $15.38M Ex-US, dividend-weighted 7.82
IPU SPDR S&P International Utilities Sector ETF 0.40% $32.1M Ex-US, market-cap-weighted 4.59

 

Contact Sumit Roy at [email protected].

 

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