ETFs with exposure to Carolina Financial Corp. : December 20, 2017

ETFs with exposure to Carolina Financial Corp.

Here are 5 ETFs with the largest exposure to CARO-US. Comparing the performance and risk of Carolina Financial Corp. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

Ticker Fund Name CARO-US Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
DWAS-US PowerShares DWA SmallCap Momentum Portfolio 0.57 17.96 14.81 0.6 200
FDM-US First Trust Dow Jones Select Microcap Index Fund 0.56 8.54 13.56 0.6 266
PZI-US Powershares Zacks Micro Cap Portfolio 0.51 3.16 16.31 0.81 399
QABA-US First Trust NASDAQ ABA Community Bank Index Fund 0.3 1.06 19.44 0.6 185
BFOR-US Barrons 400 ETF 0.25 16.87 10.55 0.65 394
CARO-US Carolina Financial Corp. 100 24.69 2.81 0 1

Use our ETF screener to find ETFs that hold CARO-US along with other stocks

ETFs with exposure to stocks in the same focus area as Carolina Financial Corp..

Here are 5 ETFs with the largest exposure to stocks in the same focus area and region as CARO-US. These ETFs may not have the highest percentage of Carolina Financial Corp., but offer a broader sector/region exposure further minimizing single stock risk. Comparing the performance and risk of Carolina Financial Corp. with the ETFs that have exposure to it gives us some ETF choices that could give us similar returns with lower volatility.

Ticker Fund Name CARO-US Exposure (%) Sector Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
KBWR-US PowerShares KBW Regional Banking Portfolio 0 14.22 0.75 20.97 0.35 50
QABA-US First Trust NASDAQ ABA Community Bank Index Fund 0.3 13.53 1.06 19.44 0.6 185
KRE-US SPDR S&P Regional Banking ETF 0 13.24 6.16 19.64 0.35 110
KBE-US SPDR S&P Bank ETF 0 11.04 8.1 17.8 0.35 72
FTXO-US First Trust Nasdaq Bank ETF 0 8.78 12.18 17.95 0.6 30
CARO-US Carolina Financial Corp. 100 100 24.69 2.81 0 1

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*Disclaimer : This is as of previous day’s close