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Should You Invest in the Vanguard Energy ETF (VDE)?
Launched on 09/23/2004, the Vanguard Energy ETF (VDE) is a passively managed exchange traded fund designed to provide a broad exposure to the Energy - Broad segment of the equity market. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Energy - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 16, placing it in bottom 0%. The fund is sponsored by Vanguard. It has amassed assets over $6.78 billion, making it one of the largest ETFs attempting to match the performance of the Energy - Broad segment of the equity market. VDE seeks to match the performance of the MSCI US Investable Market Energy 25/50 Index before fees and expenses. The MSCI US Investable Market Index (IMI)/Energy 25/50 is made up of stocks of large, mid-size, and small U.S. companies within the energy sector. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.09%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 3.34%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Energy sector--about 99.90% of the portfolio. Looking at individual holdings, Exxon Mobil Corp (XOM) accounts for about 24.48% of total assets, followed by Chevron Corp (CVX) and Conocophillips (COP). The top 10 holdings account for about 48.47% of total assets under management. So far this year, VDE has lost about -2.66%, and is down about -4.14% in the last one year (as of 06/09/2025). During this past 52-week period, the fund has traded between $105.87 and $136.78. The ETF has a beta of 0.76 and standard deviation of 26.25% for the trailing three-year period, making it a high risk choice in the space. With about 114 holdings, it effectively diversifies company-specific risk. Vanguard Energy ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VDE is an excellent option for investors seeking exposure to the Energy ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. IShares Global Energy ETF (IXC) tracks S&P Global 1200 Energy Sector Index and the Energy Select Sector SPDR ETF (XLE) tracks Energy Select Sector Index. IShares Global Energy ETF has $1.69 billion in assets, Energy Select Sector SPDR ETF has $26.69 billion. IXC has an expense ratio of 0.41% and XLE charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Energy ETF (VDE): ETF Research Reports Chevron Corporation (CVX) : Free Stock Analysis Report Exxon Mobil Corporation (XOM) : Free Stock Analysis Report ConocoPhillips (COP) : Free Stock Analysis Report Energy Select Sector SPDR ETF (XLE): ETF Research Reports iShares Global Energy ETF (IXC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?
Launched on 06/11/2021, the Invesco PHLX Semiconductor ETF (SOXQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Technology - Semiconductors segment of the equity market. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Technology - Semiconductors is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 6, placing it in top 38%. The fund is sponsored by Invesco. It has amassed assets over $471.14 million, making it one of the average sized ETFs attempting to match the performance of the Technology - Semiconductors segment of the equity market. SOXQ seeks to match the performance of the PHLX SEMICONDUCTOR SECTOR INDEX before fees and expenses. The PHLX Semiconductor Sector Index measures the performance of the 30 largest U.S.-listed securities of companies engaged in the semiconductor business. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.19%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 0.67%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Information Technology sector--about 100% of the portfolio. Looking at individual holdings, Nvidia Corp (NVDA) accounts for about 11.95% of total assets, followed by Broadcom Inc (AVGO) and Taiwan Semiconductor Manufacturing Co Ltd Adr (TSM). The top 10 holdings account for about 60.63% of total assets under management. So far this year, SOXQ has gained about 1.40%, and is down about -4.36% in the last one year (as of 06/09/2025). During this past 52-week period, the fund has traded between $28.07 and $46.54. The ETF has a beta of 1.52 and standard deviation of 37.08% for the trailing three-year period. With about 30 holdings, it has more concentrated exposure than peers. Invesco PHLX Semiconductor ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, SOXQ is an excellent option for investors seeking exposure to the Technology ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. IShares Semiconductor ETF (SOXX) tracks PHLX SOX Semiconductor Sector Index and the VanEck Semiconductor ETF (SMH) tracks MVIS US Listed Semiconductor 25 Index. IShares Semiconductor ETF has $12.33 billion in assets, VanEck Semiconductor ETF has $23.71 billion. SOXX has an expense ratio of 0.35% and SMH charges 0.35%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco PHLX Semiconductor ETF (SOXQ): ETF Research Reports NVIDIA Corporation (NVDA) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports iShares Semiconductor ETF (SOXX): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
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Should You Invest in the Invesco Leisure and Entertainment ETF (PEJ)?
The Invesco Leisure and Entertainment ETF (PEJ) was launched on 06/23/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Consumer Discretionary - Leisure and Entertainment segment of the equity market. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to a broad group of companies in particular sectors. Consumer Discretionary - Leisure and Entertainment is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 10, placing it in bottom 38%. The fund is sponsored by Invesco. It has amassed assets over $323.55 million, making it one of the larger ETFs attempting to match the performance of the Consumer Discretionary - Leisure and Entertainment segment of the equity market. PEJ seeks to match the performance of the Dynamic Leisure & Entertainment Intellidex Index before fees and expenses. The Dynamic Leisure & Entertainment Intellidex Index is comprised of stocks of U.S. leisure and entertainment companies. The Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including fundamental growth, stock valuation, investment timeliness and risk factors. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.57%, making it on par with most peer products in the space. It has a 12-month trailing dividend yield of 0.11%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Discretionary sector--about 62.30% of the portfolio. Telecom and Industrials round out the top three. Looking at individual holdings, Doordash Inc (DASH) accounts for about 5.88% of total assets, followed by Royal Caribbean Cruises Ltd (RCL) and Sysco Corp (SYY). The top 10 holdings account for about 45.33% of total assets under management. The ETF has gained about 4.45% and it's up approximately 22.78% so far this year and in the past one year (as of 06/09/2025), respectively. PEJ has traded between $42.41 and $57.72 during this last 52-week period. The ETF has a beta of 1.22 and standard deviation of 22.61% for the trailing three-year period, making it a high risk choice in the space. With about 32 holdings, it has more concentrated exposure than peers. Invesco Leisure and Entertainment ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, PEJ is a good option for those seeking exposure to the Consumer Discretionary ETFs area of the market. Investors might also want to consider some other ETF options in the space. Global X Video Games & Esports ETF (HERO) tracks SOLACTIVE VIDEO GAMES & ESPORTS INDEX and the VanEck Video Gaming and eSports ETF (ESPO) tracks MVIS GLOBAL VIDEO GAMING AND ESPORTS IND. Global X Video Games & Esports ETF has $150.90 million in assets, VanEck Video Gaming and eSports ETF has $362.54 million. HERO has an expense ratio of 0.50% and ESPO charges 0.56%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco Leisure and Entertainment ETF (PEJ): ETF Research Reports Royal Caribbean Cruises Ltd. (RCL) : Free Stock Analysis Report Sysco Corporation (SYY) : Free Stock Analysis Report Global X Video Games & Esports ETF (HERO): ETF Research Reports VanEck Video Gaming and eSports ETF (ESPO): ETF Research Reports DoorDash, Inc. (DASH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
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Should You Invest in the iShares Biotechnology ETF (IBB)?
Launched on 02/05/2001, the iShares Biotechnology ETF (IBB) is a passively managed exchange traded fund designed to provide a broad exposure to the Healthcare - Biotech segment of the equity market. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Healthcare - Biotech is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 5, placing it in top 31%. The fund is sponsored by Blackrock. It has amassed assets over $5.23 billion, making it one of the largest ETFs attempting to match the performance of the Healthcare - Biotech segment of the equity market. IBB seeks to match the performance of the Nasdaq Biotechnology Index before fees and expenses. The ICE Biotechnology Index contains securities of NASDAQ listed companies that are classified as either biotechnology or pharmaceuticals. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.45%, making it on par with most peer products in the space. It has a 12-month trailing dividend yield of 0.30%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Healthcare sector--about 100% of the portfolio. Looking at individual holdings, Vertex Pharmaceuticals Inc (VRTX) accounts for about 8.77% of total assets, followed by Amgen Inc (AMGN) and Gilead Sciences Inc (GILD). The top 10 holdings account for about 49.99% of total assets under management. So far this year, IBB has lost about -3.88%, and is down about -7.45% in the last one year (as of 06/09/2025). During this past 52-week period, the fund has traded between $112.02 and $149.47. The ETF has a beta of 0.73 and standard deviation of 21.06% for the trailing three-year period, making it a high risk choice in the space. With about 265 holdings, it effectively diversifies company-specific risk. IShares Biotechnology ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IBB is a good option for those seeking exposure to the Health Care ETFs area of the market. Investors might also want to consider some other ETF options in the space. First Trust NYSE Arca Biotechnology ETF (FBT) tracks NYSE Arca Biotechnology Index and the SPDR S&P Biotech ETF (XBI) tracks S&P Biotechnology Select Industry Index. First Trust NYSE Arca Biotechnology ETF has $1.04 billion in assets, SPDR S&P Biotech ETF has $5.17 billion. FBT has an expense ratio of 0.56% and XBI charges 0.35%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Biotechnology ETF (IBB): ETF Research Reports Amgen Inc. (AMGN) : Free Stock Analysis Report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report Vertex Pharmaceuticals Incorporated (VRTX) : Free Stock Analysis Report SPDR S&P Biotech ETF (XBI): ETF Research Reports First Trust NYSE Arca Biotechnology ETF (FBT): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Should You Invest in the Energy Select Sector SPDR ETF (XLE)?
Launched on 12/16/1998, the Energy Select Sector SPDR ETF (XLE) is a passively managed exchange traded fund designed to provide a broad exposure to the Energy - Broad segment of the equity market. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Energy - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 16, placing it in bottom 0%. The fund is sponsored by State Street Global Advisors. It has amassed assets over $26.69 billion, making it the largest ETF attempting to match the performance of the Energy - Broad segment of the equity market. XLE seeks to match the performance of the Energy Select Sector Index before fees and expenses. The Energy Select Sector Index includes companies from the following industries: oil, gas & consumable fuels and energy equipment & services. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.08%, making it the least expensive product in the space. It has a 12-month trailing dividend yield of 3.43%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Energy sector--about 100% of the portfolio. Looking at individual holdings, Exxon Mobil Corp (XOM) accounts for about 23.83% of total assets, followed by Chevron Corp (CVX) and Conocophillips (COP). The top 10 holdings account for about 74.12% of total assets under management. So far this year, XLE has lost about -1.79%, and is down about -4.52% in the last one year (as of 06/09/2025). During this past 52-week period, the fund has traded between $76.44 and $97.27. The ETF has a beta of 0.76 and standard deviation of 25.84% for the trailing three-year period, making it a high risk choice in the space. With about 26 holdings, it has more concentrated exposure than peers. Energy Select Sector SPDR ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, XLE is an excellent option for investors seeking exposure to the Energy ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. IShares Global Energy ETF (IXC) tracks S&P Global 1200 Energy Sector Index and the Vanguard Energy ETF (VDE) tracks MSCI US Investable Market Energy 25/50 Index. IShares Global Energy ETF has $1.69 billion in assets, Vanguard Energy ETF has $6.78 billion. IXC has an expense ratio of 0.41% and VDE charges 0.09%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Energy Select Sector SPDR ETF (XLE): ETF Research Reports Chevron Corporation (CVX) : Free Stock Analysis Report Exxon Mobil Corporation (XOM) : Free Stock Analysis Report ConocoPhillips (COP) : Free Stock Analysis Report iShares Global Energy ETF (IXC): ETF Research Reports Vanguard Energy ETF (VDE): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
