4 min readBy Beqa Bumbeishvili ETF Insider
FDN VS IYW
Compare the FDN and IYW ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The ORFN ETF is managed by Constrained Capital LLC, which serves as the fund's sponsor. The ETF employs a passive management strategy to track the performance of its underlying index. This index is calculated, administered, and published by Solactive AG, acting as the Index Administrator. The ORFN Index is unique as it focuses on companies within so-called Orphaned Sectors that are often overlooked by ESG-centric mutual funds and ETFs. These sectors include fossil fuel energy, nuclear power, tobacco, weapons/firearms, alcohol, and gambling. The ETF aims to provide exposure to these sectors by selecting the 50 largest companies by market capitalization from within these sectors, with a cap of 25% exposure to any one Orphaned Sector. ORFN follows a non-diversified investment strategy under the Investment Company Act of 1940, allowing it to have a more concentrated portfolio.
The O'Shares FTSE Russell ETF (ORFN) provides investors with exposure to U.S. large-cap dividend-paying stocks. This ETF is designed to follow the performance of the FTSE USA Qual / Vol / Yield Factor 5% Capped Index, which consists of companies with strong dividend policies. Dividends from ORFN are typically distributed on a quarterly basis, and investors are eligible to receive these distributions if they hold shares of the ETF on the designated record date. The dividend distribution amount is influenced by the dividend policies and performances of the individual companies within the index, making ORFN a potential choice for income-oriented investors seeking exposure to quality dividend-paying stocks in the U.S. market.
Tracking the Orphaned Sectors Index is at the core of the ORFN ETF's strategy. The fund employs a passive management approach to closely mimic the performance of the Index, before accounting for fees and expenses. ORFN primarily invests at least 80% of its assets in the securities that make up the Orphaned Sectors Index, focusing on industries commonly excluded by ESG-centric mutual funds and ETFs. The Index methodology considers sectors such as fossil fuel energy, nuclear power, tobacco, weapons/firearms, alcohol, and gambling, and selects the 50 largest companies by market capitalization while capping the exposure to any one Orphaned Sector at 25% of the total Index. This unique ETF provides investors with a way to gain exposure to sectors often overlooked by traditional funds.
The correlation aspect of the Constrained Capital ESG Orphans ETF (ORFN) ETF is known for its unique approach to tracking the performance of the Index. Given that ORFN focuses on companies in sectors commonly excluded by ESG-centric funds, its correlation with traditional market benchmarks may vary. Investors interested in ORFN's correlations often seek to understand how it performs relative to both mainstream and ESG-focused ETFs, providing insights into potential opportunities for portfolio diversification. For a more in-depth analysis of ORFN's correlations and its positioning in the market, consider using the ETF Insider web app, which offers a range of valuable data and visualizations to help you make informed investment decisions and identify areas of overlap with other ETFs.
The Alternative Sources ETF (ORFN) focuses on sectors that are often excluded by ESG-centric mutual funds and ETFs. It primarily invests in companies classified in Orphaned Sectors, which include fossil fuel energy, nuclear power, tobacco, weapons/firearms, alcohol, and gambling. ORFN offers exposure to industries that are commonly discarded by socially responsible investors, providing a unique investment opportunity for those seeking diversification outside traditional ESG-focused portfolios.
The exposure characteristic of the Constrained Capital ESG Orphans ETF (ORFN) is designed to provide investors with a diversified approach to the high-yield corporate bond market. ORFN seeks to track the ICE CCC US Cash Pay High Yield Constrained Index, which contains bonds rated CCC1 through CCC3, while capping issuer exposure at 2%. This focus allows investors to gain exposure to lower-rated bonds in a constrained manner, helping to manage risk and potentially capture attractive yields within the high-yield bond segment. For a deeper understanding of ORFN's exposure and its correlation with other assets, investors can turn to ETF Insider's web app, which offers comprehensive data visualization and analysis tools for US ETFs.
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4 min readCompare the FDN and IYW ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
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5 min readThe ORFN 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 ORFN ETF.
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