


FXD has an expense ratio of 0.61% and VCR charges 0.10%. Study with Quizlet and memorize flashcards containing terms like In this budget, how much money is going toward optional expenses a.70 b.75 c.10 d.35, In order to stay on track for long term financial goals, money for emergency spending should be taken first from your a. First Trust Consumer Discretionary AlphaDEX ETF has $1.24 billion in assets, Vanguard Consumer Discretionary ETF has $4.16 billion. There are other additional ETFs in the space that investors could consider as well.įirst Trust Consumer Discretionary AlphaDEX ETF (FXD) tracks StrataQuant Consumer Discretionary Index and the Vanguard Consumer Discretionary ETF (VCR) tracks MSCI US Investable Market Consumer Discretionary 25/50 Index. Discretionary Expenses in Business Valuations Employees education, experience, and other qualifications, The nature and extent of the employees duties. Because of this, XLY is an excellent option for investors seeking exposure to the Consumer Discretionary ETFs segment of the market. With about 55 holdings, it effectively diversifies company-specific risk.Ĭonsumer Discretionary 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. The ETF has a beta of 1.18 and standard deviation of 25.38% for the trailing three-year period, making it a medium risk choice in the space. Director Discretionary Expenses - reflects expenses incurred by the Executive Director which do not fall under expense account. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.Īnnual operating expenses for this ETF are 0.10%, making it one of the least expensive products in the space.

Investors should also pay attention to an ETF's expense ratio. The Consumer Discretionary Select Sector Index seeks to provide an effective representation of the consumer discretionary sector of the S&P 500 Index. XLY seeks to match the performance of the Consumer Discretionary Select Sector Index before fees and expenses. It has amassed assets over $14.48 billion, making it the largest ETF attempting to match the performance of the Consumer Discretionary - Broad segment of the equity market. The fund is sponsored by State Street Global Advisors. It is currently ranked 14, placing it in bottom 13%. Consumer Discretionary - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad group of companies in particular sectors.
