Cathie Wood's ARKK Up Huge, Regional Banking Close Behind - ETF Winners And Losers: Medium-Cap Returns

We performed a screening of medium-cap ETFs, defined as having Assets Under Management (AUM) between $2 billion and $10 billion – to determine what funds had the largest positive and negative returns on the week, according to data from etfdb.com. Only non-leveraged funds were considered.

Winners

ARK Innovation ETF ARKK

ARKK was up 18.59% on the week.

The ARK Innovation ETF is Cathie Wood's flagship ETF. The fund invests in "disruptive" companies defined as those companies that introduce a technologically enabled new product or service that potentially changes the way the world works.

ARKK has $6.08 billion in AUM and an expense ratio of 0.75%. The fund has holdings in 32 companies, with the 10 largest comprising 62.54% of the fund.

The fund's largest holdings are Roku, Inc. Class A ROKU and Coinbase Global, Inc. Class A COIN, making up 9.38% and 9.13% of the fund, respectively.

YTD, ARKK is up 30.52%.

SPDR S&P Regional Banking ETF KRE

KRE is up 12.22% over the trailing week.

The SPDR S&P Regional Banking ETF is linked to an equal-weighted index of regional bank stocks, an industry that has seen much turmoil this year after the collapse of several high-profile banks. KRE is more diversified and evenly distributed than its competitors.

The fund has $2.33 billion in AUM and an expense ratio of 0.35%. KRE has holdings in 142 companies, with the 10 largest comprising 29.59% of the fund.

The fund's largest holdings are Truist Financial Corporation TFC and M&T Bank Corporation MTB making up 3.25% and 3.13% of the fund, respectively.

KRE is down 23.76% YTD.

Losers

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF PDBC

PDBC is down 1.33% on the week.

The Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF provides exposure to the commodities markets through active investing in futures.

The fund has $5.88 billion in AUM and an expense ratio of .59%. 

PDBC is up .07%, YTD.

Invesco DB Commodity Index Tracking Fund DBC

DBC is down 1.28% on the week.

The Invesco DB Commodity Index Tracking Fund offers broad commodity exposure, tracking the DBIQ Optimum Yield Diversified Commodity Index Excess Return.

The fund has $2.13 billion in AUM and an expense ratio of .87%. 

DBC is up .12%, YTD.Photo by Elias Null on Unsplash