More from Daniel Pereira

ETFs for tracking global trends - Part 1

By Daniel Pereira,  October 04, 2011, 03:00:00 AM EDT

ETFs draw a lot of coverage in the financial press these days. The investment instruments have become increasingly important, in some cases demonstrably affecting the value of their underlying assets and giving retail investors and professionals alike new ways to interact with diverse and sometimes obscure market sectors.

Here are a few of the most important ETFs available for investors interested in playing major global economic trends:

Domestic Markets - The truth is that a lot of active funds, active investors and investment advisers don't beat the market. So, to outperform these players, there's a simple solution - just buy the index. The three most popular trackers are:

SPY - SPDR S&P 500 ETF - One of the first and longest-lasting ETFs, these were originally called the Standard & Poor's Depositary Receipts when they debuted in 1993.

QQQ - PowerShares QQQ Trust Series 1 - Another one of the originals. Does what it says on the box and tracks the NASDAQ 100 index.

DIA - SPDR Dow Jones Industrial Average ETF Trust - Just as the SPY and QQQ track the S&P 500 and NASDAQ 100, respectively, DIA tracks the Dow Jones Industrial Average.

Emerging Markets - Developed economies find themselves bedeviled by a deadly mixture of rising debt , high unemployment and misguided austerity policies. That means a lot of the major growth is happening in emerging markets, where ETFs are usually the best way to get diversified, lower- risk exposure. However, these instruments can bite back in a big way if conditions change, and emerging markets, even the BRICs, are generally more volatile than their developed counterparts.

It's also important to note that many of these emerging-market funds share a bias towards financial companies, raw materials and energy firms, which makes shifts in those crucial markets particularly important.

EEM - iShares MSCI Emerging Markets Index - This is one of the big ones. It's down about 28 percent this year, and it's a pretty good barometer of global markets, with major holdings in Samsung, Gazprom, Petrobras and China Mobile.

VWO - Vanguard MSCI Emerging Markets Fund - Very similar to the iShares fund, VWO shares many of its major holdings, though it places a higher priority on Gazprom and adds the Industrial & Commercial Bank of China in its top 5.

Disclosure - the author is short EEM and QQQ.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: News Headlines, ETFs, Investing Ideas

Referenced Stocks:



Latest News Video



From Our Trusted News Source





Most Active by Volume:

Company Last Sale Change Net / %
BAC $ 13.24 0.03  0.23%
FB $ 24.32 0.74  2.95%
SIRI $ 3.58 0.04  0.99%
GE $ 23.53 0.13  0.55%
PFE $ 29.04 0.07  0.24%
MSFT $ 34.27 0.12  0.35%
INTC $ 23.93 0.12  0.50%
P $ 16.43 0.73  4.25%