Episode summary
Three Top-Rated ETFs in Today's Market
ETF Spotlight
· · Hosts: Daniel Snyder
Summary
Daniel Snyder screens for three U.S. equity ETFs that ranked highly over the prior 30 days on Seeking Alpha’s Quant system, using filters for at least $250 million in assets, expense ratios under 50 basis points, and year-to-date performance of at least 13%. The top three by one-month price performance were GDE, KOMP, and VFMO.
GDE, the WisdomTree Efficient Gold Plus Equity Strategy Fund, is presented as a technology-heavy portfolio with a gold derivatives kicker. Snyder says it has $394 million in assets, a 20 basis point expense ratio, and 496 holdings, with Nvidia, Apple, Microsoft, Alphabet, Amazon, Meta, Broadcom, Tesla, and Berkshire Hathaway among the top names. KOMP, the SPDR Kensho New Economies Composites ETF, targets robotics, AI, and future-oriented businesses, with $2.5 billion in assets, a 20 basis point fee, and 450+ holdings across sectors.
VFMO, the Vanguard U.S. Momentum Factor ETF, is the lowest-cost of the three at 13 basis points and has $1.1 billion in assets. Snyder emphasizes its systematic momentum approach and notes that it includes names like Palantir, Spotify, Netflix, Gilead Sciences, AT&T, and Walmart. He closes by pointing investors back to Seeking Alpha’s ETF Screener for deeper filtering on dividends, risk, short interest, holdings, and turnover.
Key takeaways
- Daniel Snyder says the screen favored ETFs with at least $250 million in AUM, sub-50 bp fees, and at least 13% year-to-date returns.
- GDE combines large-cap tech exposure with gold derivatives, and Snyder says its top 10 holdings make up about 45% of the fund.
- KOMP is positioned as a robotics and AI ETF, with more than 450 holdings and a 20 bp expense ratio.
- VFMO uses a momentum factor approach and stands out for its 13 bp expense ratio and $1.1 billion in assets.
- Snyder notes that none of the three is a heavy dividend play, though VFMO has a 0.87% yield.
Notable quotes
“I wanted to make sure our assets under management were at least $250 million”
“I wanted to ensure that the expense ratio was under 50 basis points”
“we have the Top 3 ranking ETFs here based off of their one-month price performance”
“They're focusing on that near-term momentum because it is one of those factor grades that matters so much when it comes to investing”
How the episode opens
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Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Hey. Welcome back to ETF Spotlight.
I'm Daniel Snyder. Now, for this week's episode, we're going to dive into three notable ETFs from the last 30-days. That is the month of September.
ETFs that are ranking high based off of the Seeking Alpha Quant system. So, let's go ahead and dive in. So, I'm going to show us the ETF Screener we have here within Seeking Alpha Premium and Pro.
I want to show you a couple of the filters that I added. The first thing I did was went to Top U.S. Equity ETFs, and I'm going to click on edit filters here.
So, under advanced filters, I added some across the board. And then here, I can dial them in deeper. So, I wanted to make sure our assets under management were at least $250 million.
I wanted to ensure that the expense ratio was under 50 basis points. And one other thing is, I wanted to make sure the year to date performance was at least 13% because the S&P 500 right now is about 13.5% as of this morning. So, with those in place, we have the Top 3 ranking ETFs here based off of their one-month price performance.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- top-rated etfs
- etf performance
- diversification
- investor interest
- portfolio fit
Watch the episode
Watch “Three Top-Rated ETFs in Today's Market” on YouTube
Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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