In this post we will review the Top 7 Best US Growth ETF in terms of performance (past 52 weeks)! We have selected only ETFs that had the highest returns. Also, we limited ourselves to ETFs that have asset under management (AUM) above 1 Billion dollars. ETFs with low AUM tend to be less liquid and cost more when trading because of the spread (the difference between the bid and ask price) is often high.
Please note, past performance does not guarantee future results. I personally use this list to understand market trends and anticipate future ones.
Highlights
Index ETFs tracking the Energy sector dominate our top 7 Best US Growth ETFs. In the sections below, we will discuss the reasons that could explain their amazing performance so far.
Energy
Within the past year, the S&P 500 Energy Sector index has been outpacing the broad S&P 500 index by a 20% margin, according to etftrends.com. This benefited Energy ETFs who are invested in significant Oil & Gaz producers. The fears surrounding supplies continue to be the primary catalyst. The US government tried to convince OPEC+ to increase production, but so far, these efforts have failed. Consequently, the United States will be using the strategic petroleum reserve to try to appease markets. Several other courtiers are expected to follow suit.
What lies ahead for 2022 is potentially more stable growth. Investors should pick producers who can benefit from the recent supply issues and who are also prepared to switch to wind and/or solar energy to reap future growth opportunities.
Moody’s said in a report on Friday (November 19) “The ongoing recovery in global oil demand, gradual supply growth, and a manageable cost environment will provide a supportive macro backdrop for producers to maintain earnings above 2019 levels,”. “Many producers that did not invest sufficiently in 2020-21 will seek to boost capital budgets to stabilize production and stave off potential declines in volumes.”
Carbon (cap-and-trade)
Carbon credits are part of cap-and-trade schemes meant to reduce CO2 emissions. Governments’ green initiatives has led Carbon prices to hit new records over the past year.
Uranium
The potential growth in global demand for uranium is pushing uranium stocks and ETFs higher. China has unveiled plans to build 50 new nuclear power plants. Also, the new American administration is keen to reduce its dependence on coal and oil. There is a push for clean electricity through energy sources like nuclear power. This is because nuclear power provides a low-carbon source of energy that is not intermittent, unlike wind and solar power.
Best US growth ETF: AUM and Management fee
| Name | Mgmnt Fee | AUM |
| KRBN -Kfa Global Carbon | 0.78% | 1,668 |
| XOP -S&P Oil & Gas Expl & Prod SPDR | 0.35% | 3,496 |
| USO -US Oil Fund | 0.83% | 2,435 |
| REMX -Vaneck Rare Earth Strategic Metals | 0.59% | 1,018 |
| FENY -Fidelity Energy MSCI ETF | 0.08% | 1,047 |
| VDE -Energy ETF Vanguard | 0.10% | 6,044 |
| URA -Global X Uranium | 0.69% | 1,178 |
Best US growth ETF: performance table
| Symbol | 1M %Chg | 52W %Chg |
| KRBN | 10.83% | 109.06% |
| XOP | 10.09% | 77.42% |
| USO | 15.81% | 71.68% |
| REMX | 1.76% | 70.40% |
| FENY | 7.92% | 59.08% |
| VDE | 7.63% | 59.03% |
| URA | 2.54% | 58.81% |
Source: Barchart – As of January 4th, 52 Weeks performance
Top 10 Best Growth ETF in Canada!
1) KRBN -Kfa Global Carbon
The KraneShares Global Carbon Strategy ETF (KRBN) invests in carbon credits (using future contracts). These credits are used in cap-and-trade schemes meant to reduce CO2 emissions.
The performance of KRBN is directly linked to the price of carbon.
2) XOP – S&P Oil & Gas Expl & Prod SPDR
The SPDR® S&P® Oil & Gas Exploration & Production ETF seeks to provide exposure to the oil and gas exploration and production segment. This ETF invests in large, mid and small cap stocks.
XOP invests directly in businesses involved in: Integrated Oil & Gas, Oil & Gas Exploration & Production, and Oil & Gas Refining & Marketing
Top Holdings
| Name | Weight |
|---|---|
| PBF Energy Inc. Class A | 2.51% |
| Valero Energy Corporation | 2.49% |
| APA Corp. | 2.41% |
| Devon Energy Corporation | 2.40% |
| EQT Corporation | 2.39% |
| Phillips 66 | 2.39% |
| Marathon Oil Corporation | 2.38% |
| Marathon Petroleum Corporation | 2.36% |
| HollyFrontier Corporation | 2.34% |
| Antero Resources Corporation | 2.33% |
3) USO – US Oil Fund
The United States Oil Fund® LP (USO) is an ETF that tracks the price of West Texas Intermediate Light Sweet Crude Oil.
4) REMX – Rare Earth/Strategic Metals Vaneck ETF
VanEck Vectors® Rare Earth/Strategic Metals ETF (REMX®) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® Global Rare Earth/Strategic Metals Index (MVREMXTR), which is intended to track the overall performance of companies involved in producing, refining, and recycling of rare earth and strategic metals and minerals.
| Holding Name | % of Net Assets |
|---|---|
| Pilbara Minerals Ltd | 8.20 |
| Zhejiang Huayou Cobalt Co Ltd | 6.79 |
| China Northern Rare Earth Group High-Te | 6.76 |
| Lynas Rare Earths Ltd | 6.37 |
| Ganfeng Lithium Co Ltd | 6.32 |
| Allkem Ltd | 5.63 |
| Avz Minerals Ltd | 5.33 |
| Iluka Resources Ltd | 5.03 |
| Shenghe Resources Holding Co Ltd | 4.83 |
| Liontown Resources Ltd | 4.81 |
| Mp Materials Corp | 4.69 |
5) FENY – Fidelity Energy MSCI ETF
FENY offers exposure to the energy sector in the U.S. equity market (by tracking the MSCI USA IMI Energy Index)
Portfolio Composition
| Exxon Mobil Corp | 19.86% |
|---|---|
| Chevron Corp | 17.03% |
| ConocoPhillips | 7.13% |
| EOG Resources Inc | 4.07% |
| Pioneer Natural Resources Co | 3.31% |
| Schlumberger Ltd | 3.22% |
| Marathon Petroleum Corp | 3.18% |
| Williams Companies Inc | 2.61% |
| Kinder Morgan Inc Class P | 2.53% |
| Phillips 66 | 2.43% |
6) VDE – Energy ETF Vanguard
VDE is an index ETF (passively managed). The funds seeks to provide exposure to the US energy equity market.
Month-end 10 largest holdings
(66.30% of total net assets) as of 11/30/2021
1 Exxon Mobil Corp.
2 Chevron Corp.
3 ConocoPhillips
4 EOG Resources Inc.
5 Pioneer Natural Resources Co.
6 Schlumberger NV
7 Marathon Petroleum Corp.
8 Williams Cos. Inc.
9 Kinder Morgan Inc.
10 Phillips 66
7) URA -Global X Uranium
URA is a targeted play on uranium mining and the production of nuclear components.
| Net Assets (%) | Name |
|---|---|
| 23.23 | CAMECO CORP |
| 10.42 | NAC KAZATOMPROM JSC-GDR |
| 7.16 | NEXGEN ENERGY LTD |
| 6.55 | PALADIN ENERGY LTD |
| 4.69 | DENISON MINES CORP |
| 4.45 | ENERGY FUELS INC |
| 3.33 | URANIUM ENERGY CORP |
| 2.93 | YELLOW CAKE PLC |
| 2.19 | CENTRUS ENERGY-A |
| 2.01 | CGN POWER CO LTD-H |
Archive
Transformational Data Sharing Amplify ETF (BLOK)
With all the hype surrounding cryptocurrencies, it’s no surprise that a blockchain technology ETF tops the list of the best performing ETFs in the US. This ETF is BLOK and it’s offered by AmplifyETFs. The fund invests primarily in companies involved in the development and utilization of blockchain technologies. One of the most known application of these technologies is Bitcoin and other similar cryptocurrencies. This being said, it’s not the only application. It applied in various other ways:
– Financial services: blockchain will revolutionize the way banks settle financial transactions or sell you financial products such insurances..etc.;
– Smart property: think of it as making everything that belong to you connected to each other such as you car, your home, your fridge…etc.;
– Smart contract: any service that contractual: music, health, financial products will be soon impacted by blockchain technologies!
– Blockchain identity: Governments are quite interested in investing in blockchain technology. They will be soon able to produce digital passports or provide you with Birth, wedding or death certificates all online with guarantee of very low risk of error in them. !
BLOK is very popular ETF and has 1.3 Billion dollars in asset under management.
Amplify Seymour Cannabis ETF (CNBS)
CNBS is an actively managed ETF that invests in companies that drive 50% or more of their revenue from the Cannabis and Hemp ecosystem. These companies can be small, medium or large cap. The fund’s selection of stock includes also companies that supports the industry such agricultural technology, Real Estate and Commercial Services, or Ancillary (Consumption Devices/Mechanisms, Investing & Finance, Technology & Media and Other Ancillary).
Advisorshares Pure Cannabis ETF (YOLO)
YOLO is another play in the Cannabis field. This fund is actively managed and screens the market (domestically and internationally) for companies that drive at least 50% of their net revenue from marijuana and hemp industries. 25% of the assets of the fund are in the pharmaceuticals, biotechnology and life sciences.
COPX – G-X Copper Miners ETF
The Global X Copper Miners ETF (COPX) provides investors access to a broad range of international companies active in exploration, mining and/or refining of copper. Number of holdings can range from 20 to 40. Adjustments are carried out semi-annually.
Online Retail Amplify ETF (IBUY)
This ETF tracks an index of global stocks issued by firms with revenues dominated by online retail sales. These firms must have at least 70% of their revenues from online sales. The geographic allocation of this ETF is 75% US stocks and 25% International.
XRT – S&P Retail SPDR
The SPDR® S&P® Retail ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Retail Select Industry® Index. The retail segment of the S&P TMI comprises the following sub-industries: Apparel Retail, Automotive Retail, Computer & Electronic Retail, Department Stores, Drug Retail, Food Retailers, General Merchandise Stores, Hypermarkets & Super Centers, Internet & Direct Marketing Retail, and Specialty Stores.
S&P Smallcap Consumer Discretionary Invesco – PSCD
In 7th position, we have a small cap ETF. The Invesco S&P SmallCap Consumer Discretionary ETF (Fund) is based on the S&P SmallCap 600® Capped Consumer Discretionary Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index.
Companies part of the index are engaged in consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. PSCD is balanced in a quarterly basis.
SPDR S&P Kenso Smart Mobility – HAIL
HAIL invests in companies whose products and services are driving innovation behind smart transportation, which includes the areas of autonomous and connected vehicle technology, drones and drone technologies used for commercial and civilian applications, and advanced transportation tracking and transport optimization systems.
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URNM – Northshore Global Uranium Mining ETF
The North Shore Global Uranium Mining ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Global Uranium Mining Index (the “Index”). The Index is designed to track the performance of companies that are involved in the mining, exploration, development, and production of uranium, as well as companies that hold physical uranium or other non-mining assets.
FCG -Natural Gas FT
The investment objective of the Fund is to replicate the performance of an equity index called the ISE-Revere Natural Gas™ Index.
The index itself is comprised of exchange-listed companies that derive a substantial portion of their revenues from the exploration and production of natural gas. Several criteria’s are applied in the selection process:
- proven reserves minimum
- Liquidity
- Market capitalization
- Weighting concentration
PXE -Dynamic Energy Exploration & Production Invesco
The Invesco Dynamic Energy Exploration & Production ETF is based on the Dynamic Energy Exploration & Production Intellidex℠ Index (Index).
The Index is composed of securities of 30 U.S. companies involved in the exploration and production of natural resources used to produce energy. The index will include stocks that meet several criteria’s:
- price momentum,
- earnings momentum,
- quality,
- management action,
- value
- UNG -US Natural Gas Fund
The United States Natural Gas Fund® LP (UNG) is an exchange-traded security that is designed to track in percentage terms the movements of natural gas prices. The fund does not hold Natural Gaz stocks but rather invests in futures contract.
Disclaimer
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