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I have written a few series about ETF’s but this time I went for another side of the story! I have been public about my good feelings for ETF’s and why they will eventually take over mutual funds but one of the most amazing things is how many different things can be done with ETF’s! You can do leveraged, inverse or straight but also invest in commodities in general or in a specific one like Oil, Gold, Copper and so many others!!
You can compare the fees charged by each but also returns and obviously this might give you a few different investment ideas! Will you need more research? Obviously yes! But this can be a good starting point to finding the best ETF’s for 2010!
So without further wait, here are the ETF’s divided by sub-categories!
Agriculture
Lots of believers here think that as the global population continues to grow, foods like rice, soybeans and sugar will become in demand with little flexibility in supply… Resulting in prices going up!!!
Ticker Name Market Cap last price Return YTD Fees
MOO Market Vectors - Agribusiness ETF $2,036,156,032 $43.28 -1.576 0.59
PAGG PowerShares Global Agriculture Portfolio $64,152,000 $26.30 -1.645 0.75
DBA PowerShares DB Agriculture Fund $2,506,253,056 $25.41 -4.955 0.85
RJA ELEMENTS Linked to the Rogers Comm. Index - Agri Tot Return $308,995,904 $7.52 -5.29 0.75
JJA iPath Dow Jones-UBS Agriculture Subindex Total Return ETN $78,673,600 $42.37 -7.575 0.75
DAG PowerShares DB Agriculture Double Long ETN $67,353,000 $9.51 -14.205 0.75
Commodity
Instead of investing in one specific commodity and trying to pick the right one, many choose to go for broad indexes as countries like China buy up everything available pushing all prices up. That is basically what has been happening in the past few years! This is also a play on the dollar as commodities are generally inversely correlated to the dollar!
Ticker Name Market Cap last price Return YTD Fees
GCC GreenHaven Continous Commodity Index Fund $238,544,992 $25.56 -3.495 0.85
GSG iShares S&P GSCI Commodity Indexed Trust $1,715,277,952 $30.86 -4.117 0.75
DBC PowerShares DB Commodity Index Tracking Fund $4,510,601,216 $23.62 -4.833 0.85
CRBQ Jefferies TR/J CRB Global Commodity Equity Index Fund $76,525,248 $40.51 -5.245 0.65
DJP iPath Dow Jones-UBS Commodity Index Total Return ETN/United States $2,113,959,936 $40.33 -5.49 0.75
DYY PowerShares DB Commodity Double Long ETN $20,927,500 $7.72 (8.37) 0.75
Energy
There was a recession but as thongs get back to normal we will get back to the debates about energy and the lack of it compared to exploding demand:
Ticker Name Market Cap last price Return YTD Fees
ERY Direxion Daily Energy Bear 3X Shares $44,977,180 $11.57 4.433 0.95
PXE PowerShares Dynamic Energy Exploration & Production Portfolio $55,737,000 $16.50 -1.146 0.63
FXN First Trust Energy AlphaDEX Fund $39,761,800 $16.59 -1.654 0.7
VDE Vanguard Energy ETF $1,076,019,968 $81.58 -2.759 0.25
IYE iShares Dow Jones US Energy Sector Index Fund $724,670,976 $32.40 -3.069 0.47
RJN ELEMENTS Linked to the Rogers Comm. Index - Energy To Return $48,204,000 $6.20 -3.937 0.75
DBE PowerShares DB Energy Fund $323,456,992 $25.36 -4.773 0.75
IXC iShares S&P Global Energy Sector Index Fund $1,043,702,016 $33.94 -5.774 0.48
DKA WisdomTree International Energy Sector Fund $44,650,000 $23.42 -8.984 0.58
ERX Direxion Daily Energy Bull 3X Shares $185,513,104 $36.01 -10.887 0.95
Oil
The resource that makes the headlines! It is volatile, makes the world run and is in short supply (even to those who do not believe in peak oil!)!
Ticker Name Market Cap last price Return YTD Fees
DUG ProShares UltraShort Oil & Gas $183,620,992 $13.06 3.532 0.95
OIH Oil Services Holders Trust $2,067,395,968 $120.85 2.297 0
SCO ProShares UltraShort DJ-AIG Crude Oil $48,708,192 $13.35 1.098 0.95
XES SPDR S&P Oil & Gas Equipment & Services ETF $331,760,512 $28.90 0.772 0.35
DTO PowerShares DB Crude Oil Double Short ETN $94,786,512 $64.21 0.344 0.75
IEZ iShares Dow Jones US Oil Equipment & Services Index Fund $395,500,512 $43.19 -0.046 0.47
IEO iShares Dow Jones US Oil & Gas Exploration & Production Index Fund $353,911,488 $53.45 -1.704 0.48
UGA United States Gasoline Fund LP $72,484,800 $36.52 -2.078 0.6
USO United States Oil Fund LP $2,188,809,984 $38.99 -2.419 0.45
DBO PowerShares DB Oil Fund $372,601,088 $27.16 -2.865 0.75
PXJ PowerShares Dynamic Oil & Gas Services Portfolio $183,554,896 $16.49 -2.889 0.61
USL United States 12 Month Oil Fund LP $161,868,000 $39.67 -3.337 0.6
UCO ProShares Ultra DJ-AIG Crude Oil $309,595,712 $12.27 -6.388 0.95
DIG ProShares Ultra Oil & Gas $399,937,504 $32.47 -6.748 0.95
Natural Gas
Think oil is volatile? Try natural gas which has been gaining popularity in recent years thanks to speculators mainly!! UNG has made more headlines than any other commodity ETF but as you can see below, there are other options!
Ticker Name Market Cap last price Return YTD Fees
FCG First Trust ISE-Revere Natural Gas Index Fund $479,009,600 $17.50 -1.706 0.6
UNL United States 12 Month Natural Gas Fund LP $34,489,000 $48.15 -11.722 0.75
UNG United States Natural Gas Fund LP $3,636,209,920 $8.87 -12.698 0.6
GAZ iPath Dow Jones-UBS Natural Gas Subindex Total Return ETN $190,612,496 $12.25 -15.406 0.75
Dirty energy and nuclear
I know, they are not the same but just for presentation purposes, I am presenting them together. Think coal is dead? You are dead wrong and these ETF’s will be proof of that!
Ticker Name Market Cap last price Return YTD Fees
PPLT ETFS Platinum Trust $432,572,992 $150.37 ***new 0.6
PKN PowerShares Global Nuclear Energy Portfolio $29,782,500 $18.24 (1.95) 0.75
PTM E-TRACS UBS Long Platinum ETN $79,417,648 $17.90 -2.337 0.65
PKN PowerShares Global Nuclear Energy Portfolio $29,782,500 $18.24 -3.393 0.75
JJC iPath Dow Jones-UBS Copper Subindex Total Return ETN $154,230,800 $44.27 -4.214 0.75
NLR Market Vectors - Nuclear Energy ETF $171,588,000 $21.67 -4.766 0.61
SLX Market Vectors - Steel Index Fund $372,868,000 $58.58 -4.86 0.55
PGM iPath Dow Jones-UBS Platinum Subindex Total Return ETN $122,370,896 $35.98 -6.124 0.75
KOL Market Vectors - Coal ETF $391,699,488 $34.56 -6.257 0.62
Clean Energy
Are you green? You might be tempted of investing in these for social reasons but as the environment becomes more important, clean energy companies will benefit big time, the big question is when…
Ticker Name Market Cap last price Return YTD Fees
PUW PowerShares WilderHill Progressive Energy Portfolio $55,786,500 $22.35 -5.31 0.7
PZD PowerShares Cleantech Portfolio $150,126,000 $22.73 -7.987 0.67
QCLN First Trust NASDAQ Clean Edge Green Energy Index Fund $39,798,032 $14.33 -10.952 0.6
FAN First Trust Global Wind Energy ETF $78,529,032 $13.14 -12.583 0.6
PBD Powershares Global Clean Energy Portfolio $180,802,400 $14.40 -13.866 0.75
PBW Powershares WilderHill Clean Energy Portfolio $680,454,976 $9.39 -14 0.69
GEX Market Vectors - Global Alternative Energy ETF $188,360,000 $21.38 -14.32 0.62
PWND PowerShares NASDAQ OMX Clean Edge Global Wind Energy Index Fund $37,324,000 $13.20 -15.574 0.75
KWT Market Vectors - Solar Energy ETF $27,412,000 $11.57 (16.44) 0.65
ICLN iShares S&P Global Clean Energy Index Fund $71,574,912 $17.91 -18.861 0.48
TAN Claymore/MAC Global Solar Energy Index ETF $167,238,000 $7.83 -22.341 0.7
Gold
Gold has been discussed over and over here and elsehwere, it remains very debated and has lost a lot of value in recent months but as inflation threats remain, it will remain a very discussed investment. Among possibilities are GLD, by far the biggest ETF on this list!
Ticker Name Market Cap last price Return YTD Fees
DGP PowerShares DB Gold Double Long ETN $333,671,200 $26.38 0.719 0.75
IAU iShares COMEX Gold Trust $2,780,029,952 $107.42 0.55 0.4
GLD SPDR Gold Trust $39,774,289,920 $107.36 0.54 0.4
SGOL ETFS Gold Trust $356,832,000 $109.47 0.53 0.39
DGL PowerShares DB Gold Fund $151,432,000 $39.17 0.331 0.75
UGL ProShares Ultra Gold $156,570,592 $44.25 0 0.95
DZZ PowerShares DB Gold Double Short ETN $86,336,000 $14.04 -0.887 0.75
OIL iPath Goldman Sachs Crude Oil Total Return Index ETN $621,755,392 $25.77 -2.28 0.75
DGZ PowerShares DB Gold Short ETN $25,467,130 $19.97 (2.45) 0.75
GLL ProShares UltraShort Gold $63,731,632 $10.11 -3.285 0.95
PSAU PowerShares Global Gold and Precious Metals Portfolio $36,825,000 $35.00 -7.878 0.75
GDX Market Vectors - Gold Miners ETF $5,361,544,192 $42.25 -8.029 0.55
GDXJ Market Vectors Junior Gold Miners ETF $846,659,968 $23.32 -9.441 0.6
Materials
Not much explanation required, if you believe the economy is back on track, you will want to get your hands on materials!
Ticker Name Market Cap last price Return YTD Fees
FXZ First Trust Materials AlphaDEX Fund $89,194,040 $19.33 1.858 0.7
SMN ProShares UltraShort Basic Materials $153,800,192 $8.46 0.471 0.95
IYM iShares Dow Jones US Basic Materials Sector Index Fund $693,680,000 $58.49 -2.671 0.47
VAW Vanguard Materials ETF $481,124,800 $65.52 -3.539 0.25
PYZ PowerShares Dynamic Basic Materials Sector Portfolio $44,054,400 $27.36 -4.134 0.65
UYM ProShares Ultra Basic Materials $406,736,992 $30.37 -6.516 0.95
MXI iShares S&P Global Materials Sector Index Fund $836,406,528 $57.92 -6.782 0.48
DBN WisdomTree International Basic Materials Sector Fund $48,599,500 $25.94 -7.255 0.58
Metals
Every time you hear about China’s massive city buildings, try to picture all the metals involved! They are more and more in demand with often very limited supplies!
Ticker Name Market Cap last price Return YTD Fees
BOS PowerShares DB Base Metals Short ETN $41,902,500 $22.99 7.912 0.75
DBP PowerShares DB Precious Metals Fund $241,888,896 $37.17 -1.035 0.75
XME SPDR S&P Metals & Mining ETF $859,984,384 $50.09 -1.821 0.35
RJZ ELEMENTS Linked to the Rogers Comm. Index - Metals Tot Return $52,973,460 $9.51 -4.212 0.75
JJM iPath Dow Jones-UBS Industrial Metals Subindex Total Return ETN $55,126,900 $38.79 -4.266 0.75
DBB PowerShares DB Base Metals Fund $463,248,704 $20.68 -8.622 0.75
BDD PowerShares DB Base Metals Double Long ETN $30,580,200 $14.67 -17.724 0.75
Silver
Because it has gained so much importance in recent years, silver warrants a category of its own!
Ticker Name Market Cap last price Return YTD Fees
ZSL ProShares UltraShort Silver $79,695,072 $5.04 6.472 0.95
SLV iShares Silver Trust $4,890,082,816 $15.62 -5.859 0.5
SIVR ETFS Silver Trust $133,463,200 $15.89 -6.224 0.3
DBS PowerShares DB Silver Fund $74,257,136 $28.25 -6.348 0.75
AGQ ProShares Ultra Silver $160,320,704 $48.62 -14.176 0.95
Water
I had written about water a while back, it remains one of the promising areas and is viewed increasingly as a “commodity”
Ticker Name Market Cap last price Return YTD Fees
FIW First Trust ISE Water Index Fund $38,635,840 $18.44 -1.718 0.6
PIO PowerShares Global Water Portfolio $327,472,512 $17.48 -4.295 0.75
CGW Claymore S&P Global Water Index ETF/USA $236,938,800 $17.70 -4.669 0.7
Others
And finally, those that do not fit any other category
Ticker Name Market Cap last price Return YTD Fees
PBE Powershares Dynamic Biotechnology & Genome Portfolio $187,780,800 $17.74 5.405 0.62
COW iPath Dow Jones-UBS Livestock Subindex Total Return ETN $90,953,400 $28.64 1.598 0.75
WOOD iShares S&P Global Timber & Forestry Index Fund $47,834,580 $38.06 -4.385 0.48
SGG iPath Dow Jones-UBS Sugar Subindex Total Return ETN $34,178,288 $70.55 -8.872 0.75
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WOW that’s amazing. I’m surprised there are so many choices!! Thank you for all the information. I like the fact that it is categorized. Because there are a lot, at least I can start to choose which commodity/material/energy I want to invest in
From all of these, which ETF would you pick?
This is a great list. Thank you. I am bookmarking.
@OneDay – Difficult call really. At the start of the year, I did two commodity picks (JNJ & UNG), one turned great and the other has been a disaster… I’d probably stick to a general commodity ETF in a long term trading account (retirement or so)
@ Daddy Paul – Glad you liked
[...] Top 100 Commodity, Materials and Energy ETF’s [...]
[...] Timing Based On Long Term Views posted at The Smarter Wallet Intelligent Speculator presents Top 100 Commodity, Materials and Energy ETF’s posted at Intelligent Speculator, saying, “You can compare the fees charged by each but also [...]
This is an awesome list!
@Carla – Thank you:)
Impressive post. Thanks for the relevant information.
Hi
What a useful page! Please do lots of folk a favour and provide periodic updates.
Trying to research EFTs remains a tiresome and frustrating process. I’m getting the impression that EFTs with a a decent Market Capital Size are inconsistent (in terms of price improvement) over extended time trames of 2 years or more.
The main ‘put-off’ with many EFTs that are currently performing well, is often their very small Market Capital (i.e. Under $100m) and the associated lack of ‘trading liquidity’ which often accompanies ‘low market capital’ investments.
As I write, it’s the 1st December 2010. I’ve been comparing EFT Performance in the Natural Resources Sector, against that of (a) Investment Trusts, (b) OEIC (Open Ended Investment Companies) and (c) other kinds of Managed Funds. I want to determine if ‘price performance’ (combined with the low cost base of EFTs) makes them a preferable investment vehicle to the kind of managed funds mentioned above.
I’ve entered ticker codes taken from your page into Morning Star’s Stock Quotes Service and looked at the one year and three year price and percentage changes.
Conclusion: I think I’m going to concentrate my research on the Managed Solutions offered by Investment Trusts and OEICs as – for the most part – I’ve struggled to find consistency of performance over one year and three year time spans for the +$100m M/Cap EFTs I’ve looked at.
One Exception (at present) is Ticker DBP (PowerShares DB Precious Metals). However, on closer investigation, it seems that this EFT is limited to tracking just two precious metals (Gold & Silver) and ignores others – including Rare Earths. For my money, such a limited focus is simply too narrow. Hope this input interests / helps someone.
Regards
M
@Martin – Thanks for the feedback. I think it will be interesting to compare some of these returns and I would be very interested to hear what your research has come up with. I will be updating this later this month:)