Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

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The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings. ↑ X Beating The Market: How To Find Outperforming Stocks See All ...

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So if you own an ETF that's not up as much as that — it really stings.\n\n\n\n↑\nX\n\n\n\n\nBeating The Market: How To Find Outperforming Stocks\n\n\nSee All ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etfs/sp500-cathie-wood-etf-isnt-the-only-one-missing-this-years-rally/\">Source Link</a>\n\n</div>\n","source":"investor_business_daily_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's ETF Isn't The Only One Missing This Year's Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's ETF Isn't The Only One Missing This Year's Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-17 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etfs/sp500-cathie-wood-etf-isnt-the-only-one-missing-this-years-rally/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.\n\n\n\n↑\nX\n\n\n\n\nBeating The Market: How To Find Outperforming Stocks\n\n\nSee All ...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etfs/sp500-cathie-wood-etf-isnt-the-only-one-missing-this-years-rally/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://www.investors.com/etfs-and-funds/etfs/sp500-cathie-wood-etf-isnt-the-only-one-missing-this-years-rally/","article_id":"2476128019","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2023/08/PERFI_disappoint_081823_adobe-150x150.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476128019","pubTimestamp":1729166441,"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","FDN":"First Trust Dow Jones Internet I","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4544":"ARK ETF合集","BTU":"Peabody","CALF":"Pacer US Small Cap Cash Cows 100 ETF","BK4156":"煤与消费用燃料","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","PBW":"Invesco WilderHill Clean Energy ETF","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","XSVM":"Invesco S&P SmallCap Value with Momentum ETF","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4511":"特斯拉概念","SH":"标普500反向ETF","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","SPY":"标普500ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SSO":"两倍做多标普500ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IVV":"标普500指数ETF","LU0082616367.USD":"摩根大通美国科技A（dist）","VOO":"Vanguard标普500ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","OEF":"标普100指数ETF-iShares","ARKK":"ARK Innovation ETF","ROKU":"Roku Inc","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"translate_title":"Cathie Wood的ETF并不是唯一错过今年反弹的ETF","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARKK":1,"XSVM":1,"ROKU":1,"PBW":1,"FDN":1,"CALF":1,"BTU":1,"VOO":0.9,"SPY":0.9,"TSLA":0.7,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6,"IVV":0.6,"ESmain":0.6},"content_text":"The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.\n\n\n\n↑\nX\n\n\n\n\nBeating The Market: How To Find Outperforming Stocks\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nBeating The Market: How To Find Outperforming Stocks\n\n\n\n\nUnfortunately, getting stuck with an S&P 500-lagging ETF this year is easier than you might hope. Nearly three-quarters of the actively traded U.S. diversified ETFs are trailing the S&P 500's 2024 return so far, says data from Morningstar Direct.\nThe ETFs bringing up the rear includes famous ETFs like Cathie Wood's $5.6 billion-in-assets ARK Innovation ETF (ARKK). But it's also snaring even larger funds like the $9 billion-in-assets Pacer US Small Cap Cash Cows 100 (CALF). Out of fashion ETF themes, like green energy, are suffering, too. The $307-million-in-assets Invesco WilderHill Clean Energy ETF (PBW) is the year's worst major U.S. diversified ETF with a negative return of 31%, says Morningstar Direct.\nNo wonder investors are largely sticking with what's working: mostly large stocks. \"When looking at Morningstar category data in September, large blend equities experienced the largest inflow at $24.5 billion,\" said Jeff Buchbinder, chief equity strategist at LPL Financial.\n\nThe Small-Cap Slip Against S&P 500\nSmall caps, especially value-priced ones, are the most glaring spot of underperformance this year.\nSeven of the 10 worst-performing U.S. diversified ETFs are small-cap funds. Case in point is Pacer US Small Cap Cash Cows. The ETF posted a negative return of 2.4% this year. Peabody Energy (BTU) is the largest position in the ETF at 2.22%. Shares of the utility are up just 5% this year.\nSmall cap stocks are out of favor as investors worry smaller companies might suffer the most if the economy sputters. \"Investors questioned the likelihood of a soft-landing scenario and path of monetary policy,\" said Adam Turnquist, chief technical strategist with LPL. \"Small caps tend to be more sensitive to economic conditions and interest rates versus their larger cap peers.\"\nInterestingly, though, investors are positioning themselves now for small-cap stocks to perform better next year, says Todd Rosenbluth, director of research at TMX VettaFi. Investors plowed nearly $3 billion into Pacer US Small Cap Cash Cows this year.\n\"Small cap value was out of favor in the higher for longer rate environment but is likely to perform better in 2025,\" Rosenbluth said. \"Investors should not give up small caps or even value investing but rather ensure they have a diversified portfolio.\"\nEven small caps beyond value are slipping, though. The $825-million-in-assets Invesco S&P SmallCap Value with Momentum ETF (XSVM) isn't keeping up with the S&P 500. Its return this year is just 2.9%.\n\nCathie Wood's Rough 2024 Versus S&P 500\nAs Tesla (TSLA) stock goes, so goes ARK Innovation. And that's been in the wrong direction this year.\nARK Innovation posted a negative return of 9.7% this year. That makes it the No. 2 worst U.S. diversified ETF this year. Only Invesco WilderHill Clean Energy is down more.\nWhat's hurting ARK Innovation? Tesla's roughly 3% slip this year is the driver. Tesla is the No. 1 position in the ARK Innovation portfolio at 13.1%. Video streaming device maker Roku (ROKU) is the ETF's second largest position at 11.3%. Shares of Roku are down roughly 13%.\n\"ARKK has struggled as some of its high conviction positions like Roku and Tesla have lost money,\" Rosenbluth said. \"Investors are paying for disruptive technology expertise and not being rewarded over the last three years.\"\nWorst Performing U.S. Diversified ETFs This Year\nAmong those with the most trading activity\n\n\n\nName\nSymbol\n% market return (loss)\nAssets ($ billions)\n\n\n\n\nInvesco WilderHill Clean Energy\nPBW\n-31.0%\n$0.3\n\n\nARK Innovation\nARKK\n-9.7\n5.6\n\n\nPacer US Small Cap Cash Cows 100\nCALF\n-2.4\n9.2\n\n\nInvesco S&P SmallCap Value with Momt\nXSVM\n2.9\n0.8\n\n\nEA Bridgeway Omni Small-Cap Value\nBSVO\n5.2\n1.5\n\n\nInvesco Russell 1000 Dynamic Mltfct\nOMFL\n5.4\n5.4\n\n\niShares S&P Small-Cap 600 Value\nIJS\n6.0\n7.2\n\n\nSPDR S&P 600 Small Cap Value\nSLYV\n6.1\n4.0\n\n\nVanguard S&P Small-Cap 600 Value\nVIOV\n6.1\n1.4\n\n\nSimplify Volatility Premium\nSVOL\n6.9\n1.2\n\n\nS&P 500\n\n23.3\n\n\n\n\n\n\n\nSources: Morningstar Direct, IBD, S&P Global Market Intelligence\nFollow Matt Krantz on X (Twitter) @mattkrantz\nYOU MAY ALSO LIKE:\nNvidia Owns 4 Stocks — One Is Doing Even Better Than It Is\nVanguard Is Paying 4.7% Risk-Free — But Only If You Do This\n\nLearn How To Time The Market With IBD's ETF Market Strategy\n\nFind Today's Best Growth Stocks To Watch With IBD 50\nJoin IBD Live Each Morning For Stock Tips Before The Open","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2476128019"}