Five ETFs For Black Friday

Everyone knows that this Friday is more special than a typical Friday. It's not Friday the 13th, but it is Black Friday. You know, the time of year when basically every retailer under the sun makes its bones. Operate in the retail space and fail to produce some momentum over the next two weeks and investors will have their say. And not in a good way. Last week, we looked at five stocks that might be poised for bigger things this Black Friday. Earlier today, we examined five stocks to avoid as consumers shake out of their turkey naps and head to the malls. Now, it's time to take a look at Black Friday ETFs. Consider this the list for the indecisive or lazy investor. Can't make up your mind about one retail stock or just don't want to engage in retail stock-picking? Then consider the following ETFs. SPDR S&P Retail ETF XRT: On a technical basis, things were actually looking pretty good for the SPDR S&P Retail ETF until late last week. If the ETF can honor support at $50 and the holiday shopping season is a boon for retailers, then there's potential upside of 10% here. Over 30% of XRT's weight lies in apparel retailers such as Aeropostale ARO and American Eagle AEO, so those names and related fare will figure heavily in XT's near-term performance. Consumer Discretionary Select Sector SPDR XLY: If forced to pick between XLY and XRT which one we're more worried about, it would easily be XLY. The ETF has given up all its critical moving averages and taken out support at $37.50. Amazon AMZN, Home Depot HD, Target TGT and Nike NKE account for about 17% of XLY's weight. So yeah, this is the time of year when XLY will either get going or falter mightily. Vanguard Consumer Discretionary ETF VCR: The Vanguard Consumer Discretionary ETF is barely different than XLY. The top-10 holdings are basically a mirror image of each other and unfortunately for both ETFs, the charts look similar as well. If you're picking between the two it is worth noting that in this case, the Vanguard offering is not the cheaper option. VCR has an expense ratio of 0.24%. XLY's is 0.2%. PowerShares Dynamic Retail ETF PMR: Home to 30 stocks and an expense ratio of 0.63%, here's why you need to watch the PowerShares Dynamic Retail ETF this holiday season: Macy's M, Limited LTD, Coach COH, TJX Cos. TJX and Costco COST combine for about 25% of the ETF's weight. Unfortunately, this chart looks a lot like what we see with VCR and XLY. PowerShares QQQ QQQ: Tech has been battered lately, but the PowerShares QQQ isn't just a tech ETF. Not when Amazon, Apple AAPL and eBay EBAY account for over 19% of an ETF's weight. From $59 to around $54 in a matter of days, QQQ might have the most vulnerable chart of this group. On the other hand, Apple and Amazon represent the new age of Black Friday plays, so QQQ belongs on this list. Bull case: Consumers spend, spend and spend this Friday. Plus, investors starting feeling the discretionary/growth/tech themes again. Bear case: Bad weather, bad stock market and/or bad economic data keep shoppers home. Penny-pinchers pass on high-ticket items like iPads.