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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 的赢家和输家:小盘股回报——凯茜·伍德的 ARKW 上涨超过 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.

根据etfdb.com的数据,我们对小盘股ETF(定义为管理资产(AUM)在4亿至20亿美元之间进行了筛查,以确定哪些基金本周的正负回报率最高。只考虑了非杠杆基金。

Winners

赢家

ARK Next Generation Internet ETF (NYSE:ARKW)

ARK 下一代互联网 ETF (纽约证券交易所代码:ARKW)

ARKW is up 5.28% over the trailing week.

ARKW在过去一周上涨了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 旨在提供对未来颠覆性技术的敞口,尤其是集中在区块链和电子商务领域。

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.

该基金的资产管理规模为16.5亿美元,支出比率为0.88%。ARKW持有35家公司的股份,其中最大的10家公司占该基金的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.

该基金最大的持股是 Roku, Inc. A 级 (纳斯达克股票代码:ROKU)和 Coinbase Global, Inc. A 类 纳斯达克股票代码:COIN)分别占该基金的9.47%和8.92%。

ARKW is up 19.69% YTD.

ARKW年初至今上涨了19.69%。

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

EMQQ 新兴市场互联网和电子商务 ETF (纽约证券交易所代码:EMQQ)

EMQQ was up 4.76% on the week.

EMQQ本周上涨了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新兴市场互联网和电子商务ETF为发展中国家互联网和电子商务活动的增长提供了机会。该基金的大部分持股集中在中国和印度。

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.

该基金的资产管理规模为5.356亿美元,支出比率为0.86%。EMQQ持有123家公司的股份,其中最大的10家公司占该基金的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.

该基金最大的持股是 PDD Holdings Inc. 赞助ADR A类 (纽约证券交易所代码:PDD)和 阿里巴巴集团控股有限公司 (HKG:9988)分别占该基金的9.13%和8.34%。

EMQQ is up 11.53% YTD.

EMQQ年初至今上涨了11.53%。

Losers

失败者

United States Natural Gas Fund LP (NYSE:UNG)

美国天然气基金有限责任公司 (纽约证券交易所代码:UNG)

UNG was down 5.72% on the week.

UNG本周下跌了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.

美国天然气基金有限责任公司(纽约证券交易所代码:UNG)旨在按百分比追踪天然气价格的走势。该基金使用在纽约商品交易所交易的天然气期货合约作为基准。

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

该基金的资产管理规模为11.2亿美元,支出比率为1.11%。

YTD, UNG is down 50.92%.

年初至今,UNG下跌了50.92%。

Invesco Solar ETF (NYSE:TAN)

景顺太阳能 ETF (纽约证券交易所代码:TAN)

TAN was down 5.60% on the week.

TAN本周下跌了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.

景顺太阳能ETF与MAC全球太阳能指数挂钩,为国内和全球太阳能行业提供敞口。该基金专门针对太阳能,而不是更广泛的清洁能源替代方案。

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的资产管理规模为19.9亿美元,支出比率为0.69%。该基金持有45家公司,其中最大的10家公司占该基金的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.

该基金最大的持股是 First Solar, Inc (纳斯达克股票代码:FSLR)和 恩菲斯能源公司 纳斯达克股票代码:ENPH)分别占该基金的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

精选照片来自 Ales Nesetril Unsplas

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