5 min readBy Ron Koren ETF Insider
KRE VS IYF
Compare the KRE and IYF ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The Goldman Sachs Millennials Equity ETF (GBUY) is managed by Goldman Sachs Asset Management, L.P. (GSAM), a prominent investment management firm with a long-standing reputation in the financial industry. GBUY seeks to provide investors with exposure to companies that align with key themes associated with the evolving priorities and spending habits of younger consumers. These themes include technology-enabled consumption and lifestyle and values. GSAM employs a fundamental investment process that may incorporate environmental, social, and governance (ESG) factors alongside traditional fundamental factors in selecting investments for GBUY. The fund is non-diversified under the Investment Company Act of 1940 and aims to have investments economically tied to at least three countries, including the United States, with the flexibility to invest in small- and mid-capitalization companies within the consumer discretionary, communication services, and information technology sectors.
The Goldman Sachs Millennials Equity ETF (GBUY) focuses on investing in companies aligned with the evolving priorities and spending habits of younger consumers, which include technology-enabled consumption and lifestyle and values. While GBUY's primary goal is capital appreciation, it still participates in dividend distributions influenced by the dividend policies and performances of the underlying companies. These distributions typically occur on a quarterly basis, and GBUY may invest in companies that have recently gone public, providing investors with potential dividend returns alongside exposure to millennial-focused themes.
The Goldman Sachs Motif New Age Consumer ETF (GBUY) focuses on tracking an index that aligns with the evolving priorities and spending habits of younger consumers. GBUY aims to invest at least 80% of its net assets in equity investments, including U.S. and non-U.S. companies. This may encompass common stock, preferred stock, warrants, ADRs, EDRs, GDRs, underlying funds, and various financial instruments with similar economic exposures. The fund primarily seeks companies aligned with key themes such as Technology-Enabled Consumption and Lifestyle and Values, reflecting the preferences of younger consumers. GBUY is actively managed and does not aim to replicate the performance of a specific index, providing investors with an opportunity to tap into these evolving consumer trends.
The correlation aspect of the Goldman Sachs Millennials Equity ETF (GBUY) is essential in understanding its behavior within the broader market. GBUY aims to invest in companies aligned with key themes associated with the evolving priorities and spending habits of younger consumers, such as technology-enabled consumption and lifestyle preferences. Its correlation with various sectors and assets can provide insights into how these themes impact the ETF's performance. To explore and analyze GBUY's correlations with other ETFs and assets, investors can utilize the ETF Insider web app, which offers deep and valuable data visualization tools, aiding in portfolio diversification and decision-making.
The Goldman Sachs Millennials Equity ETF (GBUY) focuses on companies aligned with key themes associated with the evolving priorities and spending habits of younger consumers. These themes include Technology-Enabled Consumption, which encompasses companies involved in the connected world, social media, ecommerce, entertainment and gaming, fintech, mobility, and the digital workforce. Additionally, GBUY invests in companies contributing to the Lifestyle and Values theme, such as those involved in sustainable living, experiences, education, health & wellness, childcare, and luxury. The fund aims to tap into the growth potential of these sectors while emphasizing investments in small- and mid-capitalization companies. Please note that GBUY is non-diversified and actively managed, allowing for flexibility in selecting investments that align with these themes.
The exposure characteristic of the Goldman Sachs Millennials Equity ETF (GBUY) is centered around an actively managed strategy that seeks to align with key themes associated with the evolving priorities and spending habits of younger consumers. These themes include Technology-Enabled Consumption and Lifestyle and Values. GBUY invests in U.S. and non-U.S. companies, which may encompass common stock, preferred stock, ADRs, EDRs, GDRs, underlying funds (including ETFs), and various derivatives. The fund aims to capture the growth potential of companies operating in areas such as the connected world, social media, ecommerce, entertainment and gaming, fintech, mobility, and the digital workforce, as well as sustainable living, experiences, education, health & wellness, childcare, and luxury. Additionally, GBUY is not restricted by company capitalization and may allocate significantly to small- and mid-capitalization firms. It concentrates its investments in the consumer discretionary, communication services, and information technology sectors, reflecting its commitment to the Key Themes.
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5 min readCompare the KRE and IYF ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe GBUY ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the GBUY ETF.
5 min readThe GBUY ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
