👀 Copy Legendary Investors' Portfolios in One ClickCopy For Free

Yellow Card For Sports ETF

Published 09/01/2021, 10:28 PM
Updated 07/09/2023, 06:31 AM
US500
-
AJAX
-
NKE
-
UAA
-
MSGS
-
ASR
-
MODG
-
JUVE
-
MANU
-
ADDYY
-
PUMG
-
RACE
-
MVP
-

Cristiano Ronaldo announced that he would be leaving Juventus Football Club (MI:JUVE) and returning to play for the club where he started his professional career, Manchester United (NYSE:MANU). While I’m not a football fan or follower, I understand that Ronaldo is one of the most recognisable faces on the planet and one of the highest-paid athletes. Hence, this transfer can have huge financial ramifications for Ronaldo and associated clubs, apparel makers, and sponsors.

Coincidently, both Juventus and Manchester United are two of the few football clubs publicly listed and traded on open exchanges. Here we can see the Ronaldo effect in action. In the hours immediately preceding the transfer announcement, MANU shares jumped 8% before subsiding, ending the Friday session up 5.8%.

Meanwhile, JUVE rose 1.2%, presumably on the notion that the club will now be able to acquire younger (and less salary heavy) substitutes to help them to return to championship contention.

In light of this announcement, what better time to highlight sport-themed ETFs. Some of which will no doubt have been impacted by Ronaldo’s presence in the sport and his recent transfer between football behemoths.

Roundhill Pro Sports, Media & Apparel ETF

There are surprisingly few ETFs centred on sport-based equities. I assumed the popularity of sports would translate into the popularity of stocks and funds comprised of sporting teams and sporting gear makers. However, there are very few available. One that fits the bill is Roundhill Pro Sports Media & Apparel ETF (NYSE:MVP)

The selection of equities in the fund will impress football fans more than followers of other sporting codes. The ETF consists of all the major listed Football franchises, including AFC Ajax (AS:AJAX) and AS Roma (MI:ASR). MANU and JUVE are both included in the fund, each held at a weight above 5% of the total.

JUVE
It should be noted, the stock prices of many of these Football clubs have performed rather poorly of late, compared to the overall market. One issue these clubs face is scaling further and gaining new fans while already at the pinnacle of the sport. This could be why their respective stock prices are relatively stagnant. Buying top-rated players, such as Ronaldo, could be one way to overcome limitations in reaching new fans. This strategy clearly worked for Juventus, but is evidently not a great long term solution. JUVE has since retraced to below the 23.6% FIB level.

Non-Football holdings

For the fans of other sporting codes, the fund includes holdings in the New York Knicks and New York Rangers (NYSE:MSGS), Ferrari (NYSE:RACE), and Callaway Golf (NYSE:ELY).

Sports Apparel Companies such as Asics (TYO: 7936), Adidas (OTC:ADDYY), Nike (NYSE:NKE), Puma SE (DE:PUMG), and Under Armour (NYSE:UAA) are all included in the ETF and will undoubtedly be some of the better performers. For the past six months, Puma, NKE, and Asics are up 18.4%, 21.7%, and 31.6%, respectively.

Admittedly, MVP ETF isn’t the best performing fund around… yet.

In its short history (released March 2021), the fund is down 1.56%. This value is not hugely disappointing, but nothing to celebrate, considering the broader market S&P 500 is up 12.2% in this timeframe.
SPAC
Arguably the fund is too young to judge in terms of returns. Interestingly, you will find several SPACs within the fund that has yet to acquire a suitable sporting-based company. Now, I don’t know how common it is for ETFs to be loaded with SPACs. At a glance, I count five SPACs, including the Alex Rodriguez associated, Slam Corp. Perhaps the number of SPACs included in this ETF indicates a lack of viable sports-based equities available. Either way, MVP’s success might be dependent on the future decisions of the SPACs included in the fund.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.