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ETF Winners And Losers: Small-Cap Returns - Cathie Wood's ARKW Up Over 5%, Energy Down

ETF Winners And Losers: Small-Cap Returns - Cathie Wood's ARKW Up Over 5%, Energy Down

ETF 的贏家和輸家:小盤股回報——凱茜·伍德的 ARKW 上漲超過 5%,能量下跌
Benzinga ·  2023/08/02 15:31

We performed a screening of small-cap ETFs, defined as having Assets Under Management (AUM) between $400 million and $2 billion - to determine what funds had the largest positive and negative returns on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

根據etfdb.com的數據,我們對小盤股ETF(定義爲管理資產(AUM)在4億至20億美元之間進行了篩查,以確定哪些基金本週的正負回報率最高。只考慮了非槓桿基金。

Winners

贏家

ARK Next Generation Internet ETF (NYSE:ARKW)

ARK 下一代互聯網 ETF (紐約證券交易所代碼:ARKW)

ARKW is up 5.28% over the trailing week.

ARKW在過去一週上漲了5.28%。

The ARK Next Generation Internet ETF is designed to provide exposure to the disruptive technologies of tomorrow, especially concentrated in blockchain and ecommerce.

ARK Next Generation Internet ETF 旨在提供對未來顛覆性技術的敞口,尤其是集中在區塊鏈和電子商務領域。

The fund has $1.65 billion in AUM and an expense ratio of 0.88%. ARKW has holdings in 35 companies, with the 10 largest comprising 62.76% of the fund.

該基金的資產管理規模爲16.5億美元,支出比率爲0.88%。ARKW持有35家公司的股份,其中最大的10家公司佔該基金的62.76%。

The fund's largest holdings are Roku, Inc. Class A (NASDAQ:ROKU) and Coinbase Global, Inc. Class A (NASDAQ:COIN) making up 9.47% and 8.92% of the fund, respectively.

該基金最大的持股是 Roku, Inc. A 級 (納斯達克股票代碼:ROKU)和 Coinbase Global, Inc. A 類 納斯達克股票代碼:COIN)分別佔該基金的9.47%和8.92%。

ARKW is up 19.69% YTD.

ARKW年初至今上漲了19.69%。

EMQQ Emerging Markets Internet & Ecommerce ETF (NYSE:EMQQ)

EMQQ 新興市場互聯網和電子商務 ETF (紐約證券交易所代碼:EMQQ)

EMQQ was up 4.76% on the week.

EMQQ本週上漲了4.76%。

The EMQQ Emerging Markets Internet & Ecommerce ETF offers exposure to the growth in Internet and Ecommerce activities in the developing world. The lion's share of the fund's holdings are concentrated in China and India.

EMQQ新興市場互聯網和電子商務ETF爲發展中國家互聯網和電子商務活動的增長提供了機會。該基金的大部分持股集中在中國和印度。

The fund has $535.6 million in AUM and an expense ratio of 0.86%. EMQQ has holdings in 123 companies, with the 10 largest comprising 61.34% of the fund.

該基金的資產管理規模爲5.356億美元,支出比率爲0.86%。EMQQ持有123家公司的股份,其中最大的10家公司佔該基金的61.34%。

The fund's largest holdings are PDD Holdings Inc. Sponsored ADR Class A (NYSE:PDD) and Alibaba Group Holding Limited (HKG: 9988) making up 9.13% and 8.34% of the fund, respectively.

該基金最大的持股是 PDD Holdings Inc. 贊助ADR A類 (紐約證券交易所代碼:PDD)和 阿里巴巴集團控股有限公司 (HKG:9988)分別佔該基金的9.13%和8.34%。

EMQQ is up 11.53% YTD.

EMQQ年初至今上漲了11.53%。

Losers

失敗者

United States Natural Gas Fund LP (NYSE:UNG)

美國天然氣基金有限責任公司 (紐約證券交易所代碼:UNG)

UNG was down 5.72% on the week.

UNG本週下跌了5.72%。

The United States Natural Gas Fund, LP (NYSE:UNG) is designed to track the movement of the price of natural gas, in percentage terms. The fund uses the futures contract on natural gas as traded on the NYMEX as its benchmark.

美國天然氣基金有限責任公司(紐約證券交易所代碼:UNG)旨在按百分比追蹤天然氣價格的走勢。該基金使用在紐約商品交易所交易的天然氣期貨合約作爲基準。

The fund has $1.12 billion in AUM and an expense ratio of 1.11%.

該基金的資產管理規模爲11.2億美元,支出比率爲1.11%。

YTD, UNG is down 50.92%.

年初至今,UNG下跌了50.92%。

Invesco Solar ETF (NYSE:TAN)

景順太陽能 ETF (紐約證券交易所代碼:TAN)

TAN was down 5.60% on the week.

TAN本週下跌了5.60%。

The Invesco Solar ETF is tied to the MAC Global Solar Energy Index, offering exposure to both the domestic and global solar energy industry. The fund is specifically targeted toward solar, rather than a broader clean energy alternative.

景順太陽能ETF與MAC全球太陽能指數掛鉤,爲國內和全球太陽能行業提供敞口。該基金專門針對太陽能,而不是更廣泛的清潔能源替代方案。

TAN has $1.99 billion in AUM and an expense ratio of 0.69%. The fund has holdings in 45 companies, with the 10 largest comprising 59.76% of the fund.

TAN的資產管理規模爲19.9億美元,支出比率爲0.69%。該基金持有45家公司,其中最大的10家公司佔該基金的59.76%。

The fund's largest holdings are First Solar, Inc. (NASDAQ:FSLR) and Enphase Energy, Inc. (NASDAQ:ENPH) making up 11.02% and 8.98% of the fund, respectively.

該基金最大的持股是 First Solar, Inc (納斯達克股票代碼:FSLR)和 恩菲斯能源公司 納斯達克股票代碼:ENPH)分別佔該基金的11.02%和8.98%。

YTD, TAN is down 8.06%.

年初至今,TAN下跌了8.06%。

Featured photo by Ales Nesetril on Unsplash

精選照片來自 Ales Nesetril Unsplas

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