Why Retail ETFs Are Rising This Year

Published 06/22/2018, 01:14 AM

Retail stocks are rallying this year after many years of underperformance. The S&P Retail Select Industry Index (TR) has gained almost 13% this year, significantly outpacing the S&P 500 Index (TR), which is up just about 4%.

Retail sales for May saw their highest monthly rise in six months. With tax cuts, tightening labor markets and rising wages, Americans are now spending more.

Even traditional retailers that were left for dead earlier, mainly due to the Amazon (NASDAQ:AMZN) (AMZN) effect, are doing well of late. In fact, shares of some retailers, like Macy’s (M), Dillard’s (DDS) and Abercrombie & Fitch (ANF) have outperformed Amazon this year.

In this video, we highlighted the three most popular retail ETFs— SPDR S&P Retail (MX:XRT) ETF (XRT), Amplify Online Retail ETF (IBUY) and VanEck Vectors Retail ETF (RTH). These ETF follow very different strategies.

XRT, the most popular product in the space, is equal weighted. IBUY which holds global companies that derive at least 70% of their revenues from online sales, equally weights holdings within the two geographic buckets.

RTH holds a market-cap weighted portfolio of 25 largest US-listed retail companies.

To learn more, please watch the short video above.

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VANECK-RETAIL (RTH): ETF Research Reports

SPDR-SP RET ETF (XRT): ETF Research Reports

AMPL-ONLN RETL (IBUY): ETF Research Reports

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Zacks Investment Research

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