ETFs with exposure to Wheelock & Co. Ltd. : September 28, 2017

ETFs with exposure to Wheelock & Co. Ltd.

Here are 5 ETFs with the largest exposure to WHLKY-US. Comparing the performance and risk of Wheelock & Co. Ltd. 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 WHLKY-US Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
TAO-US Guggenheim China Real Estate ETF 2.94 29.33 15.69 0.7 60
FHK-US First Trust Hong Kong AlphaDEX Fund 2.78 16.46 11.78 0.8 41
FPA-US First Trust Asia Pacific ex-Japan AlphaDEX Fund 1.37 11.78 12.39 0.8 102
EWH-US iShares MSCI Hong Kong ETF 1.15 11.63 11.28 0.48 49
GQRE-US FlexShares Global Quality Real Estate Index Fund 1.08 1.36 9.57 0.45 168
WHLKY-US Wheelock & Co. Ltd. 100 13.05 7.71 0 1

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ETFs with exposure to stocks in the same focus area as Wheelock & Co. Ltd..

Here are 5 ETFs with the largest exposure to stocks in the same focus area and region as WHLKY-US. These ETFs may not have the highest percentage of Wheelock & Co. Ltd., but offer a broader sector/region exposure further minimizing single stock risk. Comparing the performance and risk of Wheelock & Co. Ltd. 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 WHLKY-US Exposure (%) Sector Exposure (%) 1 Year Price Performance (%) 1 Year Volatility (%) Net Expense Ratio (%) Number of Holdings
TAO-US Guggenheim China Real Estate ETF 2.94 41.99 29.33 15.69 0.7 60
CWEB-US Direxion Daily CSI China Internet Index Bull 2x Shares 0 20.88 N/A N/A 0.95 9
EPHE-US iShares MSCI Philippines ETF 0 17.02 -2.29 17.69 0.64 43
ICF-US iShares Cohen & Steers REIT ETF 0 15.2 -6.13 13.13 0.35 33
FCA-US First Trust China AlphaDEX Fund 0 14.65 40.8 17.2 0.8 51
WHLKY-US Wheelock & Co. Ltd. 100 100 13.05 7.71 0 1

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