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Best & Worst ETFs of October

Published 11/02/2020, 08:00 PM
Updated 07/09/2023, 06:31 AM
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October 2020 saw some solid stock market gyrations. The month is traditionally the most volatile, as the VIX, the fear gauge index, tends to top in October, according to Macro Risk Advisors, as quoted on CNBC.

This October was no different with stocks seesawing on election uncertainty. Failed stimulus talks, subdued tech earnings and rising coronavirus cases on the global front were the added Wall Street woes. The S&P 500, the Dow Jones and the Nasdaq composite lost about 3.3%, 4.7% and 3.7%, respectively, in the month.

Against this backdrop, below we highlight a few ETF winners and losers of October.

Toppers

Banks

The yield curve steepened in October. Still-strong stimulus hopes despite President Trump’s announcement of a halt in stimulus talks led to the rise in long-term bond yields. The benchmark U.S. treasury yields gained 20 bps to 0.88% in October while the two-year treasury yields hovered in the range of 0.13% to 0.18%.

As banks seek to borrow money at short-term rates and lend at long-term rates, a steepening yield curve will earn more on lending and pay less on deposits. This will expand net margins and increase banks’ profits. As a result, all banks gained and SPDR S&P Regional Banking (NYSE:KRE) ETF KRE added the highest return of 15.3%.

Nigeria

Global X MSCI Nigeria ETF NGE added about 20% in October as Nigerian stocks jumped the most in more than five years. It was one of the best global equity gauges in October. A Bloomberg article noted that local investors are betting big on the stock market in search of returns as yields on government debt declined after a surprise September rate cut, which was aimed at boosting the economy in Africa’s largest oil producer amid the coronavirus-led crisis.

China

China has apparently shown signs of steady recovery from the coronavirus-led slowdown. China’s manufacturing sector has been expanding steadily. In mid-October, Chinese domestic equities became worth more than $10 trillion for the first time since 2015, when a record crash occurred in the Chinese market due to yuan devaluation. Invesco China Technology ETF CQQQ (up 7.61%) and GLOBAL X MSCI China Consumer Discretionary ETF CHIQ (up 7.3%) are the winners.

Laggards

Europe

As coronavirus cases surged in Europe, many countries like Germany, France and the United Kingdom imposed new restriction measures and stay-at-home mandates. This has stirred fears of a deeper slowdown in the coming days. iShares MSCI Poland ETF EPOL (down 15%), Global X MSCI Greece ETF (GREK) (down 10.4%), and Franklin FTSE Germany ETF (FLGR) (down 10.3%) and SPDR Euro Stoxx 50 (NYSE:FEZ) ETF FEZ (down 7.6%) were among the key laggards.

Cocoa

A Bloomberg article noted that fewer Americans decided to celebrate trick-or-treat this Halloween with the rising numbers of COVID-19 infection. This probably weighed on the cocoa prices. iPath Bloomberg Cocoa Subindex Total Return ETN NIB lost 10.2% in October.

Data released in mid-October indicated that cocoa processing in Europe dropped 4.7% in the third quarter to the smallest for that period noticed in four years. North America bean grinding slumped 4% to the minimum level for the period in 12 years, while processing plunged 10% in Asia.

Homebuilding

iShares US Home Construction ETF ITB lost 8.2% in October probably due to the rise in bond yields. The benchmark U.S. treasury yields gained 20 bps to 0.88% in October. SPDR S&P Homebuilders (NYSE:XHB) ETF XHB lost about 5% in the month.

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SPDR SP Homebuilders ETF (XHB): ETF Research Reports

iShares U.S. Home Construction ETF (ITB): ETF Research Reports

Invesco China Technology ETF (CQQQ): ETF Research Reports

Global X MSCI China Consumer Discretionary ETF (CHIQ): ETF Research Reports

SPDR EURO STOXX 50 ETF (FEZ): ETF Research Reports

iShares MSCI Poland ETF (EPOL): ETF Research Reports

Global X MSCI Nigeria ETF (NGE): ETF Research Reports

iPath Bloomberg Cocoa Subindex Total Return ETN (NIB): ETF Research Reports

SPDR SP Regional Banking ETF (KRE): ETF Research Reports

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