5 min readBy Beqa Bumbeishvili ETF Insider
CROP VS DBA
Compare the CROP and DBA ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The Principal Millennial Global Growth ETF is managed by Principal Global Investors, LLC (PGI). This fund primarily focuses on investing in equity securities with a growth-oriented approach. PGI employs a proprietary quantitative model to identify companies in the MSCI ACWI IMI Index with medium or high exposure to Millennial-related themes, such as products, technologies, services, and solutions that cater to the Millennial generation. The ETF aims to capture the potential growth opportunities driven by the spending and lifestyle activities of Millennials, who were born between 1980 and the mid-2000s. PGI monitors trends in Millennial consumption over time to adapt the portfolio and may rebalance the holdings at least annually. Additionally, the fund typically maintains a substantial allocation to foreign and emerging market securities, investing across various market capitalizations and concentrating its investments in consumer discretionary and communication services sectors. Please note that MSCI is a trademark of MSCI Inc., and the Fund is not sponsored or endorsed by MSCI.
While the Global X Millennials Thematic ETF (GENY) primarily aims to capture the trends and growth potential of the millennial generation, it does provide some dividend potential. Dividends from GENY are subject to eligibility criteria, with distributions typically occurring on a quarterly basis. The dividend payments within GENY are influenced by the dividend policies and financial performance of the companies within its thematic portfolio. Investors interested in this ETF can potentially benefit from both capital appreciation driven by millennial-focused industries and modest dividend returns.
The Principal Millennial Global Growth ETF's primary objective is to track the performance of companies influenced by the Millennial generation's spending and lifestyle preferences, encompassing individuals born between 1980 and the mid-2000s. This ETF predominantly invests in growth equity securities, with a focus on firms expected to exhibit above-average capital and earnings growth within the global equity market. To identify suitable investments, Principal Global Investors, LLC employs a proprietary quantitative model that assesses companies' exposure to Millennial-related themes, with a particular emphasis on products, technologies, services, and solutions central to their business models. By doing so, this ETF aims to provide investors with a unique avenue for participating in Millennial-driven trends across various sectors, including consumer goods, social media, e-commerce, digital media, and technology. Additionally, the fund maintains a diverse portfolio of equity securities, which may include small, medium, and large-cap stocks. It also has the flexibility to allocate at least 40% of its assets to foreign and emerging market securities, enhancing its global reach and potential for growth. The fund's holdings are subject to periodic rebalancing, and Principal Global Investors utilizes a range of data sources to refine its investment themes and capitalize on emerging trends, providing investors with exposure to the Millennial generation's evolving impact on the global economy.
The correlation aspect of the Principal Millennial Global Growth ETF (GENY) is essential for investors seeking exposure to companies influenced by Millennial spending and lifestyle activities. GENY primarily invests in growth equity securities tied to the Millennial generation, which positions it as a unique thematic ETF. While specific correlation data may vary, tracking GENY's correlation with Millennial-related market segments, such as consumer goods, social media, e-commerce, and technology, can provide insights into the ETF's performance. Investors interested in studying these correlations in-depth and gaining valuable data on GENY and other US ETFs can utilize the ETF Insider web app. This tool offers simple visualization and overlap analysis, aiding investors in making informed decisions about their portfolios.
The Global X Millennials Thematic ETF (GENY) focuses on companies impacted by the spending and lifestyle activities of the Millennial generation, born from 1980 to the mid-2000s. This ETF primarily invests in sectors such as consumer goods (including fashion and apparel), social media, e-commerce, digital media, and technology. It aims to provide investors with exposure to the unique growth trends driven by Millennials' preferences and consumption habits, making it an interesting option for those looking to capitalize on this demographic's impact on the market. Please note that this ETF may concentrate its investments in specific industries within the consumer discretionary and communication services sectors.
The exposure characteristic of the Principal Millennial Global Growth ETF (GENY) revolves around its investment focus on growth equity securities, with an emphasis on companies influenced by the Millennial generation's spending and lifestyle choices. This ETF seeks to identify and invest in firms impacted by Millennial-related themes, including consumer goods, social media, e-commerce, and digital technology. GENY's exposure strategy leverages a proprietary quantitative model to identify companies within the MSCI ACWI IMI Index that have medium to high Millennial exposure, making it an intriguing choice for investors seeking to tap into the potential growth driven by this demographic. For a deeper understanding of this exposure and its correlation with other ETFs, consider using ETF Insider's web app for comprehensive data and visualization tools.
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5 min readCompare the CROP and DBA ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe GENY 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 GENY ETF.
5 min readThe ETF with Netflix Inc. and Cintas Corp. Exposure (Nasdaq) exposure provides investors with an opportunity to diversify their portfolio while gaining insight into the performance and potential of Netflix Inc. and Cintas Corp. Exposure (Nasdaq). This ETF offers a comprehensive view of the company's standing in the market, its historical performance, and future prospects.
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