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URL:  https://boards.fool.com/top-tech-etfs-34717742.aspx

Subject:  Top Tech ETFs Date:  1/9/2021  8:13 PM
Author:  tpoto Number:  835 of 918

Thought this might be of interest to some-

My objectives with respect to the ETFs that I use: 
-How much overlap of stocks in each is there
-Which ones had the most winners/ fewest losers

Here are 6 technology ETFs; and I also added the 
current tech_growers picks from the MI board.
(I could have added a few more ETFs that I like,
but then it would not have all fit in the table below.


1	ARKG	ARK ETF Trust - ARK Genomic Revolution ETF
2	ARKK	ARK Innovation ETF
3	ARKW	ARK Next Generation Internet ETF
4	IGV	iShares Expanded Tech-Software Sector ETF
5	PBW	Invesco WilderHill Clean Energy ETF
6	XITK	SPDR FactSet Innovative Technology ETF

From finviz.com

No.	Ticker	Week	 Month	Quart	 Half	 Year	 YTD
1	PBW	18.20%	30.86%	77.50%	167.59%	242.90%	18.20%
2	ARKG	13.51%	12.71%	48.70%	91.47%	212.32%	13.51%
3	ARKK	14.45%	18.49%	43.94%	78.96%	176.52%	14.45%
4	ARKW	8.90%	12.39%	39.29%	65.84%	163.48%	8.90%
5	XITK	2.92%	8.22%	23.52%	40.30%	83.46%	2.92%
6	IGV	0.29%	3.75%	10.78%	19.08%	45.18%	0.29%
Tickers: ARKG,ARKK,ARKW,IGV,PBW,XITK							
		

If you want to know more about each fund, 
such as % holdings in each sector, go to
marketwatch.com, search for the ETF and the click on "holdings"
Example:
https://www.marketwatch.com/investing/fund/arkg/holdings?mod...

Took the top 25 holdings for each and then got
their 1 month and 3 month  % price change.
Data sorted by 3 mo. price change.

Looking at the top 20 positions of the 3 month % change, here is 
a count  of how the ETFs fared-

# in the top 20
	arkg	arkk	arkw	igv	pbw  tech_grow	xitk				

	6	5	3	1	7	6	3


PBW had 7 in the top 20 3 month returns.

This my take-away from this study: 
BUY some more PBW (it also had the fewest of the low returners)
Also, not a lot of overlap among them
so if you get several, you'll be in good shape.

 

 	ETF>>>
Ticker	arkg   arkk	arkw	igv	pbw  tech_grow xitk	  % Chg 3 Mo.	% Chg 1 Month	
vvvvvv											
FCEL					1				543.7	74.5	FCEL
BLNK					1				355.5	49.6	BLNK
GBTC			1						274.5	111.9	GBTC
NTLA	1	1							241.6	65.8	NTLA
MGNI						1			206	29.3	MGNI
PLUG					1				200.8	87.1	PLUG
EDIT	1	1							195	109.8	EDIT
PACB	1								188.3	63	PACB
NIO					1				174.8	26.5	NIO
FUBO						1			166.2	-5.8	FUBO
FATE	1								158.6	27	FATE
BILI						1	1		154.2	57.3	BILI
PDD						1			146.2	14.8	PDD
FTCH						1			130.4	3.2	FTCH
APPN							1		107.7	-1.3	APPN
DQ					1				106.7	84.9	DQ
TSLA		1	1		1				106.6	35.4	TSLA
CRSP	1	1							103.2	32.3	CRSP
ENPH					1				96.6	53.9	ENPH
SNAP			1	1		1	1		94.9	5.5	SNAP
TWST	1	1							91.5	17.2	TWST
ALB					1				89.9	27.9	ALB
TPIC					1				89.5	48.7	TPIC
NOVA					1				86.9	32.4	NOVA
LTHM					1				84.8	26.1	LTHM
NET						1			82.3	-5.3	NET
AMSC					1				80	44.1	AMSC
MAXN					1				79.3	32.1	MAXN
ROKU		1	1				1		78.3	30.4	ROKU
SPWR					1				73.5	32.1	SPWR
GRVY						1			72.3	17.9	GRVY
IOVA	1	1							71.7	7.5	IOVA
BE					1				68.7	13.7	BE
MTLS		1							66.2	39.8	MTLS
SDGR	1								65.1	32.2	SDGR
AEIS					1				65.1	9.7	AEIS
PINS			1			1	1		64.8	2.8	PINS
CREE					1				64.8	14.9	CREE
VNET									64.8	28.9	VNET
BLDP					1				63.4	36.4	BLDP
SQM					1				61.2	19.4	SQM
WK									60.7	20.8	WK
U		1	1						60	-12.6	U
CDNA	1								59.8	18.8	CDNA
CRWD						1	1		56.5	26.1	CRWD
CLLS	1								52.6	-1.3	CLLS
PD		1	1						50.1	8.5	PD
FVRR						1			48.2	16.8	FVRR
MELI						1			48.1	6.4	MELI
PANW				1					46.9	18.2	PANW
APPS						1	1		45.5	18.5	APPS
IPHI							1		44.8	10.7	IPHI
MDB						1	1		42.3	27.2	MDB
SPOT		1	1						41.4	6.1	SPOT
WORK		1	1						41.2	-1.6	WORK
VRNS									41.1	30.6	VRNS
XLNX									39.6	1.2	XLNX
RNG				1					37.9	11.7	RNG
Z		1	1				1		37.7	26.1	Z
ADSK				1					36.5	12.5	ADSK
SPSC									36.3	14.2	SPSC
TSM		1							35.2	12.4	TSM
FSLR					1				35	15.8	FSLR
ARCT	1								34.9	-30.4	ARCT
BL							1		34.7	3.7	BL
VCYT	1	1	1						34.5	-13.8	VCYT
ZS						1	1		33.7	6.9	ZS
PSTG	1	1	1						33.6	10.6	PSTG
GH									33	13.3	GH
SQ		1	1				1		31.6	13.4	SQ
TTD				1		1	1		31.4	-13	TTD
TTWO				1					31.2	14.6	TTWO
LAC					1				30.8	83.2	LAC
IONS	1								30.3	24.6	IONS
HUBS				1		1			30.1	4.7	HUBS
QTWO						1			29	10.1	QTWO
ESTC						1			27.6	4.3	ESTC
FIVN						1			27.6	15.1	FIVN
HXL					1				27.3	-9.8	HXL
PFPT									26.9	19	PFPT
PRLB		1							26.2	26	PRLB
EVBG									25.9	18.4	EVBG
BILL						1			25.8	5.6	BILL
PYPL			1						25.6	11.8	PYPL
PSNL	1								25.1	4.5	PSNL
CDNS				1					24.6	15	CDNS
SE			1			1	1		24.1	2.1	SE
QLYS									23.4	29.6	QLYS
SEDG					1		1		23.2	25	SEDG
PAYC				1					22.7	0.3	PAYC
GOOG									21.6	-0.6	GOOG
TWOU		1							21.1	34.9	TWOU
EXAS	1	1							21	-1.8	EXAS
JKS					1				20.8	6.4	JKS
ACCD	1								20.6	-14.3	ACCD
TWLO		1	1			1	1		20.5	12.3	TWLO
SNPS				1					20	10.1	SNPS
COUP				1			1		18.4	9.7	COUP
ATVI				1					17.4	9.2	ATVI
ICE			1						16	6.9	ICE
TYL				1					15.3	-2.5	TYL
PLAN									14.8	-1	PLAN
DBX									14.4	4.2	DBX
KNDI					1				12.9	-1.5	KNDI
EA				1					12.6	7.3	EA
ANSS				1					12.3	9.8	ANSS
PCTY									12.3	3.3	PCTY
CERS	1								11.8	-0.7	CERS
INTU				1					11.8	0.5	INTU
MIME									11.3	9	MIME
SHOP							1		11.2	7.9	SHOP
DOCU				1			1		11	4.1	DOCU
TCEHY			1						10.6	1.5	TCEHY
UPLD						1			9.6	9.9	UPLD
AMD							1		9.3	1.8	AMD
NOW				1					6.7	-2.3	NOW
OKTA							1		6.5	0.8	OKTA
BLI	1								5	-0.6	BLI
BOX									4.9	6.7	BOX
MSFT				1					4.3	1.7	MSFT
ORCL				1					4.1	7.4	ORCL
TDOC	1	1	1						2.8	14.9	TDOC
WDAY				1					1.6	-0.2	WDAY
FB			1						1.4	-5.6	FB
INCY	1								1.1	13.3	INCY
BEKE			1						0.7	-0.4	BEKE
AMZN									-0.2	0.2	AMZN
ADBE				1					-1.2	-2.1	ADBE
DDOG									-2.6	0.1	DDOG
NVTA	1	1							-3.2	-6.9	NVTA
NFLX			1						-4	-0.4	NFLX
NVDA							1		-4.1	-0.5	NVDA
RLAY									-5.4	-21.8	RLAY
WIX							1		-5.8	4.9	WIX
AKAM									-6.9	-0.6	AKAM
VRTX	1								-11.7	3.1	VRTX
MCRB	1	1							-12.7	8.8	MCRB
HUYA			1						-14	7.9	HUYA
CRM				1					-14.7	-2.6	CRM
DLR									-14.8	0.2	DLR
TREE		1	1						-19.2	-1.2	TREE
SPLK				1					-20.9	2.8	SPLK
CGEN	1								-21.3	10.4	CGEN
FSLY			1						-23.8	-10	FSLY
ZM				1			1		-26.9	-15.1	ZM

	arkg	arkk	arkw	igv	pbw  tech_grow	xitk				
# in
top 
20
	6	5	3	1	7	6	3

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