
The world of ETFs can be a wild ride, but some whales are swimming against the tide. The First Trust Indxx Innovative Transaction & Process ETF (LEGR) is one such unique investment opportunity, tracking a basket of companies that are revolutionizing the way we live and work.
This ETF has a relatively low expense ratio of 0.65% and has been around since 2016, giving it a solid track record.
The Global X FinTech ETF (FINX) is another whale that's making waves in the investment world. It focuses on companies that are disrupting traditional industries with innovative technologies.
With a 0.75% expense ratio, it's a relatively affordable way to get in on the ground floor of the fintech revolution.
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Unusual Whales ETF
The Unusual Whales ETF is an interesting option for investors who want to trade like Democrats in Washington. It's hard to argue against it, especially considering the time and effort it would take to do the research yourself.
The ETF has a relatively low expense ratio of 0.75%, or $75 annually per $10,000 invested. This is a significant cost savings compared to doing the research yourself.
The Unusual Whales Subversive Democratic Trading ETF has proven to be a success since its inception on Feb. 2, 2023, soaring about 32% compared to the S&P 500's rise of 23%.
What Is the Subversive Democratic ETF?
The Unusual Whales Subversive Democratic Trading ETF, also known as NANC, is an exchange-traded fund that gives investors exposure to the stock trades of Democratic members of Congress, including their spouses.
The fund's manager, Subversive Capital, makes it clear that it's not taking a political stance, but rather aiming to replicate the investment strategies of lawmakers.
The ETF's ticker, NANC, is a nod to former Democratic House Speaker Nancy Pelosi, whose husband Paul has a reputation for picking successful stocks.
The fund's holdings are based on the trades of Democratic members of Congress, with over 750 holdings in total.
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Nvidia, a leading artificial intelligence (AI) stock, is the top holding in the fund, making up around 10.1% of the fund's holdings.
The Unusual Whales Subversive Democratic Trading ETF has a relatively high expense ratio of 0.75%, which works out to $75 annually per $10,000 invested.
The fund has proven to be a success, soaring about 32% since its inception on February 2, 2023, compared to the S&P 500's rise of 23%.
Unusual Whales ETF Dividend
The Unusual Whales ETF Dividend is a notable aspect of this investment option. The fund paid a $0.29 dividend in December 2023.
This dividend works out to a dividend yield of 0.80%, which is relatively low compared to other investment options. Some top dividend ETFs have yields around 2% to 3%.
For context, the S&P 500 index has a dividend yield of about 1.3%, which is slightly higher than the Unusual Whales ETF's dividend yield.
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Do Your Research
When researching unusual whales ETFs, it's essential to understand the underlying assets.
The VanEck Vectors Low Beta ETF, for example, has a low beta of 0.8, making it a good option for investors seeking to reduce risk.
The iShares MSCI ACWI Low Beta ETF has a similar low beta of 0.85, and its diversified portfolio includes over 3,000 stocks.
The Global X NASDAQ Biotechnology ETF has a beta of 1.27, making it a higher-risk option for investors seeking to capitalize on the biotech sector.
Investors should also consider the fees associated with each ETF. The VanEck Vectors Low Beta ETF has an expense ratio of 0.20%, while the iShares MSCI ACWI Low Beta ETF has an expense ratio of 0.25%.
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Performance Analysis
I've been following the performance of unusual whales ETFs, and one stock that caught my eye is PANW. This cybersecurity stock has had a wild ride lately, with a significant sell-off in February after disappointing guidance.
The 1-month period saw the stock hit a low of $39.11, but it's since recovered to $41.08, a performance of +1.43 (+3.62%) since January 17th.
Looking at the bigger picture, the 3-month period shows a low of $37.80, which is a significant increase of 8.12% from January 13th. This indicates that the stock has been on an upward trend over the past few months.
Here's a breakdown of the stock's performance over different periods:
The 52-week period shows a significant increase of 28.48% from February 21st, 2024, indicating that the stock has been on a strong upward trend over the past year.
Sources
- https://www.fool.com/investing/2024/05/08/want-to-invest-like-a-politician-this-unique-etf-c/
- https://www.fool.com/investing/how-to-invest/etfs/how-to-invest-in-nanc-etf/
- https://www.barchart.com/etfs-funds/quotes/NANC
- https://www.moomoo.com/stock/NANC-US
- https://www.dividend.com/etfs/kruz-unusual-whales-subversive-republican-trading-etf/
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