ETF Analysis
Analyze Exchange Traded Funds - sector ETFs, thematic ETFs, smart beta strategies.
Overzicht
ETF Analysis geeft je complete ETF data:
- Sector ETFs - XLK (Tech), XLE (Energy), XLF (Finance) etc
- Thematic ETFs - AI, Cloud, Genomics, Clean Energy
- Smart Beta - Low volatility, quality, momentum factors
- Holdings Analysis - Top 10 holdings, concentration risk
- Performance Comparison - Compare ETFs side-by-side
- Expense Ratios - Track fees eating into returns
Sector ETFs (SPDR)
XLK - Technology
AAPL, MSFT, NVDA heavy. Volatile, high growth. 0.10% expense ratio. Best during bull markets.
XLE - Energy
Oil companies - Exxon, Chevron. Moves with crude oil prices. Cyclical, high dividends.
XLF - Financials
Banks + insurance. Rises when interest rates rise. JPM, BAC, WFC holdings.
XLV - Healthcare
Defensive sector - JNJ, UNH. Stable returns, lower volatility. Holds up during recessions.
Thematic ETFs
- ARKK - Cathie Wood's innovation fund. AI, genomics, fintech. Volatile!
- CLOU - Cloud computing pure play. Salesforce, Adobe, ServiceNow
- ARKG - Genomic revolution. CRISPR, gene editing companies
- TAN - Solar energy. Enphase, SolarEdge holdings
- BOTZ - Robotics & AI. NVDA, INTC, ABB exposure
💡 Pro Tip: Thematic ETFs have higher fees (0.75%+) but give instant diversification in new sectors!
Smart Beta ETFs
- USMV - Low volatility. Defensive stocks, lower beta. Outperforms in bear markets
- QUAL - Quality factor. High ROE, low debt companies only
- MTUM - Momentum factor. Buys recent winners, dynamic rebalancing
- VLUE - Value factor. Low P/E, P/B stocks. Contrarian approach
ETF Rotation Strategy
- Early Cycle - Buy cyclical sectors: XLF (Finance), XLI (Industrials)
- Mid Cycle - Tech + Consumer Discretionary: XLK, XLY
- Late Cycle - Energy + Materials peak: XLE, XLB
- Recession - Defensives: XLP (Staples), XLU (Utilities), XLV (Health)
Expense Ratios
- SPY, VOO, IVV - S&P 500 ETFs: 0.03-0.09% fees (ultra low)
- Sector ETFs - SPDR sectors: 0.10% typical
- Thematic ETFs - ARK funds: 0.75% (higher but active)
- Smart Beta - Factor ETFs: 0.15-0.30% range
Liquidity & Spreads
- SPY - Most liquid ETF globally. Tight 1 cent spreads
- Sector SPDRs - High volume, easy to trade
- Thematic ETFs - Lower volume, wider spreads - use limit orders!
- International ETFs - Can have 10+ cent spreads - beware
Tax Efficiency
- ETFs vs Mutual Funds - ETFs more tax efficient (creation/redemption process)
- Dividend Taxation - Qualified dividends taxed lower than ordinary income
- Capital Gains - ETFs rarely distribute cap gains (unlike mutual funds)
- Tax Loss Harvesting - Sell losing ETF, buy similar one (avoid wash sale)