Cap-weighted discretionary: effectively Amazon plus Tesla plus the rest.
- Fee
- 0.08%
- AUM
- $21.4B
- Yield
- 0.8%
- 1Y
- +18.9%
- 5Y ann.
- +12.1%
- 10Y ann.
- —
- All-time
- —
All objectives
Sector
Consumer Discretionary ETFs
Cap-weighted discretionary funds are effectively an Amazon and Tesla position. Equal-weight and retail-specific funds behave completely differently.
Sort4 funds
All-cap discretionary with a longer tail of mid and small caps.
- Fee
- 0.09%
- AUM
- $6.1B
- Yield
- 0.7%
- 1Y
- +17.4%
- 5Y ann.
- +11.4%
- 10Y ann.
- —
- All-time
- —
Equal-weighted pure retail: department stores, specialty and online.
- Fee
- 0.35%
- AUM
- $400M
- Yield
- 1.3%
- 1Y
- +11.2%
- 5Y ann.
- +7.9%
- 10Y ann.
- —
- All-time
- —
Equal-weight: a genuine read on the broad consumer, not two megacaps.
- Fee
- 0.40%
- AUM
- $300M
- Yield
- 1.1%
- 1Y
- +9.6%
- 5Y ann.
- +9.2%
- 10Y ann.
- —
- All-time
- —