|Bid||23.25 x 900|
|Ask||23.39 x 800|
|Day's Range||23.25 - 23.30|
|52 Week Range||18.03 - 23.38|
|PE Ratio (TTM)||N/A|
|YTD Daily Total Return||21.53%|
|Beta (3Y Monthly)||0.99|
|Expense Ratio (net)||0.50%|
The Global X Longevity Thematic ETF (Nasdaq: LNGR) is up nearly 11% year-to-date, or more than double the returns offered by traditional health care ETFs. This result confirms that adding a demographic ...
Data confirm populations in some of the world’s largest economies are getting older, a theme that brings with it ample investment opportunity. One avenue for harnessing that theme is with the ETF Global ...
NEW YORK , July 10, 2019 /PRNewswire/ -- Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of three additional ETFs to Schwab ETF OneSource, one ...
NEW YORK , June 6, 2019 /PRNewswire/ -- Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of twenty ETFs to the TD Ameritrade ETF Market Center ...
Do you ever watch the Today Show? It frequently runs a segment where it celebrates the birthdays of people who are 100 years or older. As we are living longer, the number of celebrations has grown exponentially since Willard Scott started the practice in 1983. The economic effects of this demographic shift are tangible. InvestorPlace - Stock Market News, Stock Advice & Trading TipsSo, when I saw a recent article in Builder magazine that asked the question of what happens when more people live to 100 -- and more importantly, live to be a centenarian in relatively good health, there's money to made by investors. "The impact of what's known as the "longevity economy" -- defined as the purchasing power of those 55 and older -- is over $7.6 trillion in the United States alone," stated Builder contributor John McManus. "Many business leaders are recognizing that there are, and will continue to be, financial reasons to pay attention to these demographic shifts."While you could probably come up with a few names of companies that will benefit from an aging population, to save you some time, I thought I'd give you the answer on a silver platter with a few worth-while exchange-traded funds to consider. * The 10 Best Stocks to Buy for the Bull Market's Anniversary Here are seven ETFs to buy to ride the longevity economy. The Long-Term Care ETF (OLD)The meaning of the name behind the The Long-Term Care ETF (NASDAQ:OLD) is reasonably self-explanatory. OLD is an ETF from Janus Henderson (NYSE:JHG) that seeks to invest in companies around the world that are providing long-term care to an aging population. Tracking the Solactive Long-Term Care Index, OLD is a portfolio of 46 stocks that work in and around long-term care. The top ten holdings account for 68% of the fund's $16.5 million in total assets.Almost three years old, OLD's track record is still relatively short. However, over the past year, it did achieve an annual total return of 22.9% through Mar. 12; ten times the return of the S&P 500 over the same period.Charging 0.35% in expenses (or $35 annually per $10,000 invested), it has a nice mix of large and small companies, which means you're going to get a combination of large-cap dividend payers along with small- and mid-cap growth stocks. Oh, and don't forget, it benefits from an aging population. Global X Longevity Thematic ETF (LNGR)If you're going to invest in ETFs benefiting from the longevity economy, there is no more appropriate an investment than the Global X Longevity Thematic ETF (NASDAQ:LNGR), which tracks the Indxx Global Longevity Thematic Index. The index focuses on four longevity themes: Health care products, health care services, medical devices and senior homes. Within those four themes are 19 related industries. A company must generate at least 50% of its revenue from one of the four themes to qualify for inclusion. These are considered pure-play longevity companies. The index's goal is to assemble a portfolio of 100 companies. No stock can account for more than a 3% weight cap and a 0.3% weight floor. No industry can account for more than 60% of the portfolio. It's reconstituted and rebalanced annually in April. In existence since May 2016, LNGR has managed to attract $17.1 million in assets under management, which isn't much, but given how competitive the ETF space is, it's better than many other niche funds. * 10 Dividend Stock Winners Charging 0.50% annually, ETF specialists would probably call it expensive given almost 70% of the portfolio is invested in two industries -- healthcare equipment and biotechnology, which you can get elsewhere for less. iShares Residential Real Estate Capped ETF (REZ) While the iShares Residential Real Estate Capped ETF (NYSEARCA:REZ) is a play on real estate, two of the fund's top ten holdings are Ventas (NYSE:VTR) and Welltower (NYSE:WELL), two of this country's biggest owners of healthcare real estate. REZ has 33% of its $421 million in net assets invested in healthcare REITs, making the longevity economy an important reason why this ETF should do well in the next 5-10 years. In existence since May 2007, REZ has delivered for shareholders, generating an annualized total return of 18%, 155 basis points higher than the S&P 500. As its name suggests, its primary focus is to invest in residential real estate in the U.S., which accounts for 49% of the ETFs net assets. As far as real estate ETFs go, at 0.48% annually, it's not cheap, but it has at least outperformed the index and its real estate peers. Vanguard Health Care ETF (VHT)If you're going to write an article about ETFs benefiting from the longevity economy, or any economy for that matter, you've got to include Vanguard in the mix, if only because of its lower costs. The Vanguard Health Care ETF (NYSEARCA:VHT) charges a paltry 0.10% for its portfolio of 385 healthcare stocks. Of the industries it invests in, the top four by weight are pharmaceuticals (29%), healthcare equipment (21%), biotechnology (20%) and managed healthcare (11%). VHT's top ten holdings account for 44% of the fund's $10.3 billion in total net assets making it the biggest of the seven ETFs mentioned in this article. If you're going to focus on the longevity economy, VHT makes total sense as an anchor for your entire portfolio of ETFs because it brings size, it brings low fees and it delivers performance. * 7 Inexpensive, High-Dividend ETFs to Buy A decade ago, if you invested $10,000 in VHT, today it would be worth almost $51,000. You absolutely should have this ETF in your portfolio. SPDR S&P Insurance ETF (KIE)One of the things a lot of us buy to protect our family's assets is life insurance. Unfortunately, when we think of life insurance, the first thing that comes to mind is death. And when we think of death, we think of getting old. The SPDR S&P Insurance ETF (NYSEARCA:KIE) got its start in November 2005. More than 13 years later, it has total net assets of $714 million, a reasonable amount for a sector ETF. Like a lot of these ETFs, it has a smaller number of holdings with just 48. Life and health insurers account for 28% of the portfolio, the second-largest weighting, behind property and casualty insurance at 40%. Charging a reasonable 0.35% annually, KIE tracks the S&P Insurance Select Industry Index, an index that represents the insurance segment of the S&P Total Market Index, which in addition to life and health insurance and property and casualty insurance, invests in insurance brokers, multi-line insurance companies and reinsurance companies. The index is comprised of insurance stocks that have a float-adjusted market cap of $2 billion or more. The index's modified equal weighting ensures that investors get both company diversification by type of insurance and size of the company. ARK Innovation ETF (ARKK)The ARK Innovation ETF (NASDAQ:ARKK) has quite the reputation having been named ETF of the Year in 2017. Actively managed, it focuses on companies relying on disruptive innovation to drive their growth. ARKK's largest holding is Tesla (NYSEARCA:TSLA) with a weighting of 8.4%. Perhaps you've heard of Catherine Wood, the ETF's portfolio manager? She's gained a lot of notoriety for writing a letter to Tesla CEO Elon Musk last August asking him not to take the company private. I wrote about her shortly after that letter made the rounds. With more than $1 billion in total net assets in a little over four years, Wood has done an excellent job putting ARK Investment Management on the map, the business she started in 2014 after working for others for more than 30 years. If you like ETFs that invest across all market caps, you'll like ARKK. It puts almost half of its assets in small- and mid-cap stocks, limiting its number of holdings between 35-50 of its best ideas. * 7 Dividend Stocks With Big Yields Paying 0.75% for arguably one of the best tech investors in America, this is the star of the seven ETFs to buy I've listed. Principal Millennials Index ETF (GENY)Nobody likes getting old so it stands to reason that if you're going to bet on the longevity economy, it probably makes sense to hedge your bets a little by investing in the Principal Millennials Index ETF (NASDAQ:GENY), an ETF that invests in companies that are impacted by the spending and lifestyle of people born between 1980 and the mid-2000s. While it has taken the boomers a little while to understand where the Millennials are coming from, I can assure you we boomers (I'm 54 and at the very tail end of the baby boom) recognize the economic impact that this demographic is having on companies, big and small. There's money to be made from them. The ETF tracks the Nasdaq Global Millennial Opportunity Index, a group of approximately 100 stocks that derive a significant chunk of their revenue from Millennial consumption. As a result, its holdings list is much different than the typical broad-based ETF. It charges 0.45%, That's a reasonable fee considering the three portfolio managers bring an average of 23 years of industry experience to the table, it's going to surprise a lot of investors in the future who view it merely as a fad. Expected to spend $10 trillion over their lifetime, Millennials are the real deal. And so is GENY. As of this writing, Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 15 Stocks Sitting on Huge Piles of Cash * The 10 Best Stocks to Buy for the Bull Market's Anniversary * 7 Dividend Stocks With Big Yields Compare Brokers The post 7 ETFs to Buy to Ride the Longevity Economy appeared first on InvestorPlace.
Data confirm populations in some of the world's largest economies are getting older, a theme that brings with it ample investment opportunity. LNGR, which turns three years old in May, follows the Indxx Global Longevity Thematic Index. The ETF “seeks to invest in companies positioned to serve the world’s growing senior population through exposure to health care, pharmaceuticals, senior living facilities and other sectors that contribute to increasing lifespans and extending quality of life in advanced age,” according to Global X.
The typical ways of playing that theme include health care stocks and exchange traded funds. LNGR, which turns three years old in May, follows the Indxx Global Longevity Thematic Index. While LNGR has just $17.1 million and leads an anonymous existence among health care ETFs, the fund's overlooked status should be shed due to its stellar performance.
After slumping last year, biotechnology stocks and the related exchange traded funds (ETFs) are on the mend in 2019. Last year, the iShares Nasdaq Biotechnology ETF (NASDAQ:IBB), the largest biotech ETF by assets, slipped 9.5%.With almost two months of 2019 in the books, IBB has recouped all of those losses and then some as the benchmark biotechnology ETF is higher by nearly 17% this year. Amid ongoing industry consolidation, attractive valuations for a group that is often richly valued and a strong broad market, catalysts are in place for more upside for biotechnology ETFs.Jefferies analyst Michael Yee "writes that third-party data shows that the fourth quarter saw not only the biggest actively managed fund outflows in the biopharma space in 15 years, but outflows that were double the biotech bear market of 2016," according to Barron's.InvestorPlace - Stock Market News, Stock Advice & Trading TipsStill, flows data suggest investors need some convincing about returning to biotechnology ETFs. Year-to-date, IBB has lost $382.28 million in assets. * 7 IPOs to Get Excited for in 2019 Those outflows should convince investors to shy away from biotechnology ETFs. Here are some fine ideas among biotech ETFs to consider right here, right now. ALPS Medical Breakthroughs ETF (SBIO)Expense Ratio: 0.5% per year, or $50 on a $10,000 investment.For investors willing to take some more risk due to the fund's mid- and small-cap composition, the ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO) is one of the best alternatives to traditional biotech ETFs. SBIO member firms have market values ranging from $200 million to $5 billion.That puts the fund at the epicenter of some prominent biotech themes. SBIO is not designed to be a takeover fund, but with market caps that do not exceed $5 billion when the fund rebalances, SBIO components have frequently been mentioned as takeover targets or outright acquired in the fund's four-plus years on the market.Second, smaller biotech companies are often more sensitive to positive trial news than large-cap counterparts, which is relevant to SBIO because the fund only holds companies with drugs or treatments in Phase II of Phase III clinical trials. Invesco Dynamic Biotechnology & Genome ETF (PBE)Expense Ratio: 0.59%The Invesco Dynamic Biotechnology & Genome ETF (NYSEARCA:PBE) is a biotech ETF to consider for investors looking for a unique weighting methodology. This $281.4 million fund follows the Dynamic Biotech & Genome Intellidex Index."The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including price momentum, earnings momentum, quality, management action, and value," according to Invesco. * 10 Blue-Chip Stocks to Lead the Market Over the past three years, this biotech ETF has handily outperformed IBB, and much of that out-performance is attributable to the size factor. Currently, over 70% of PBE's 29 holdings are classified as mid- or small-cap stocks. Invesco S&P SmallCap Health Care ETF (PSCH)Expense Ratio: 0.29%Small-cap ETFs can offer big returns, and for investors willing to get tactical, some sector funds in this space can really pack a punch. That group certainly includes the Invesco S&P SmallCap Health Care ETF(NASDAQ:PSCH).As its name implies, PSCH is a broader healthcare fund, not a dedicated biotech ETF, but the combination of healthcare and small-cap stocks often means significant biotechnology exposure. PSCH obliges with a 19.46% to biotechnology stocks. Not surprisingly, PSCH is predominantly a small-cap growth fund as about 72% of its 69 holdings are classified as small-cap growth stocks.Since inception nearly nine years ago, PSCH has beaten the S&P SmallCap 600 Index by more than 700 basis points. Global X Longevity Thematic ETF (LNGR)Expense Ratio: 0.5%The Global X Longevity Thematic ETF (NASDAQ:LNGR) is a thematic fund focusing on the issue of rapidly aging populations in some of the world's largest economies. Via that focus, LNGR has some credibility as a biotechnology ETF as biotech stocks represent around a third of the fund's weight.While LNGR is a highly focused fund and still small in terms of assets, there are compelling long-term trends backing its investment thesis. * 7 Cheap Stocks That Make the Grade "As more people age, there will simply be greater demand for treatments, both old and new, to prevent, mitigate and ideally cure such diseases," according to Global X research. "Innovations in technology and biotech research, including the use of genomic data and bioinformatics for personalized care, can offer further solutions in this space." ARK Genomic Revolution ETF (ARKG)Expense Ratio: 0.75%The actively managed ARK Genomic Revolution ETF (NYSEARCA:ARKG) is not a biotechnology ETF, but it focuses on some of the most compelling healthcare opportunities, including bioinformatics, CRISPR, molecular diagnostics, stem cell therapies and more."Companies within ARKG are focused on and are expected to substantially benefit from extending and enhancing the quality of human and other life by incorporating technological and scientific developments and advancements in genomics into their business," according to ARK Investment Management.The $254 million ARKG usually holds 30 to 50 stocks and the current weighted average market value of its holdings is $30 billion. While ARKG is pricier than traditional healthcare and biotech ETFs, the fund is worth the higher fee. Over the past three years, ARKG is up 91.3%, nearly doubling the returns of the S&P 500 Health Care Index. First Trust NYSE Arca Biotechnology Index Fund (FBT)ExpenseRatio: 0.56%The First Trust NYSE Arca Biotechnology Index Fund (NYSEARCA:FBT) is one of the largest and more traditional biotech ETFs. Home to 30 stocks, FBT follows the NYSE Arca Biotechnology Index.Although FBT appears to be a basic big pharma ETF, none of its holdings exceed weights of 3.94% and the size factor is at play with this fund as highlighted by a median market capitalization of $8.18 billion for its holdings. * 9 High-Growth Stocks to Buy Now for Monster Returns Tilting toward small biotech stocks has helped FBT top the largest cap-weighted biotech ETF by a margin of better than 2-to-1 over the past 36 months. During that span, FBT has only been slightly more volatile than its cap-weighted rival. Principal Healthcare Innovators Index ETF (BTEC)Expense Ratio: 0.42%The Principal Healthcare Innovators Index ETF (NASDAQ:BTEC), which debuted in August 2016, is another example of a thematic approach to healthcare investing. BTEC tracks the Nasdaq U.S. Healthcare Innovators Index, which is comprised of early stage, small-cap names."These are primarily biotechnology and life science, which have the potential to create cures for cancer, develop new medical technologies, or spearhead other medical advances," according to ETF Trends.BTEC is not a pure biotech ETF, but at the end of last year, 60.57% of the fund's weight was allocated to biotech stocks. When BTEC rebalances none of its holdings exceed weights of 3% and at the end of 2018, the fund's top 10 holdings represented just over 29% of its weight. Those are two traits that help diminish concentration risk.As of this writing, Todd Shriber did not own any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Consumer Stocks to Buy and Hold for Years * 4 China Stocks Soaring on Trade Hopes * 3 Esports Stocks to Benefit From the Boom Compare Brokers The post 7 of the Best Biotech ETFs appeared first on InvestorPlace.
NEW YORK , Feb. 12, 2019 /PRNewswire/ -- Global X ETFs, the New York -based provider of exchange-traded funds (ETFs), today announced the inclusion of seventeen additional ETFs to Schwab ETF OneSource, ...