Strategy ETFs
| ETF Name | Ticker | Asset Class | Yield | Size ($MM) | Expense Ratio (%) | Sponsor |
|---|---|---|---|---|---|---|
| ETF Name | Ticker | Asset Class | Yield | Size ($MM) | Expense Ratio (%) | Sponsor |
| Claymore-Beacon Spin-Off ETF | CSD | Equities | 2.7 | 8 | 0.60 | Claymore |
| Claymore Raymond James SB-1 Equity ETF | RYJ | Equities | 0.4 | 39 | 0.75 | Claymore |
| IQ ARB Merger Arbitrage ETF | MNA | Equities | 0.0 | 20 | 0.75 | IndexIQ |
| iShares S&P Aggresive Allocation Fund | AOA | Allocation | 2.0 | 37 | 0.34 | iShares |
| iShares S&P Conservative Allocation Fund | AOK | Allocation | 2.0 | 30 | 0.30 | iShares |
| iShares S&P Moderate Allocation Fund | AOM | Allocation | 2.0 | 43 | 0.31 | iShares |
| iShares S&P Growth Allocation Fund | AOR | Allocation | 2.0 | 49 | 0.32 | iShares |
| iShares S&P Target Date Retirement Income Index Fund | TGR | Allocation | 3.8 | 4 | 0.29 | iShares |
| iShares S&P Target Date 2010 Index Fund | TZD | Allocation | 0.5 | 3 | 0.29 | iShares |
| iShares S&P Target Date 2015 Index Fund | TZE | Allocation | 0.5 | 4 | 0.29 | iShares |
| iShares S&P Target Date 2020 Index Fund | TZG | Allocation | 0.5 | 7 | 0.29 | iShares |
| iShares S&P Target Date 2025 Index Fund | TZI | Allocation | 0.5 | 6 | 0.30 | iShares |
| iShares S&P Target Date 2030 Index Fund | TZL | Allocation | 0.5 | 6 | 0.29 | iShares |
| iShares S&P Target Date 2035 Index Fund | TZO | Allocation | 0.5 | 3 | 0.29 | iShares |
| iShares S&P Target Date 2040 Index Fund | TZV | Allocation | 0.5 | 4 | 0.29 | iShares |
| Autonomic Balanced Growth NFA Global Asset Portfolio | PAO | Allocation | 2.7 | 9 | 0.25 | PowerShares |
| Autonomic Balanced NFA Global Asset Portfolio Fund | PCA | Allocation | 2.9 | 10 | 0.25 | PowerShares |
| DWA Technical Leaders Portfolio | PDP | Equities | 0.7 | 118 | 0.72 | PowerShares |
| DWA Emerging Markets Technical Leaders Portfolio | PIE | Equities | 0.0 | 23 | 0.90 | PowerShares |
| Dynamic MagniQuant Portfolio | PIQ | Equities | 0.7 | 30 | 0.67 | PowerShares |
| Value Line Timeliness Select Portfolio | PIV | Equities | 0.4 | 71 | 0.70 | PowerShares |
| DWA Developed Markets Technical Leaders Portfolio | PIZ | Equities | 0.1 | 21 | 0.80 | PowerShares |
| Buyback Achievers Portfolio | PKW | Equities | 1.4 | 33 | 0.73 | PowerShares |
| Active Mega Cap Fund | PMA | Equities | 1.4 | 2 | 0.75 | PowerShares |
| PowerShares NASDAQ-100 BuyWrite Portfolio | PQBW | Equities | 0.0 | 6 | 0.75 | PowerShares |
| Active AlphaQ Fund | PQY | Equities | 0.1 | 4 | 0.75 | PowerShares |
| Active Alpha Multi Cap Fund | PQZ | Equities | 0.2 | 5 | 0.75 | PowerShares |
| Autonomic Growth NFA Global Asset Portfolio | PTO | Allocation | 2.2 | 10 | 0.25 | PowerShares |
| Value Line Industry Rotation Portfolio | PYH | Equities | 0.7 | 27 | 0.75 | PowerShares |
| Navellier Overall A-100 Fund | RWV | Equities | 0.0 | 0 | 0.60 | RevenueShares |
| TDX Independence 2010 ETF | TDD | Allocation | 3.7 | 23 | 0.65 | TDX Independence |
| TDX Independence 2020 ETF | TDH | Allocation | 2.9 | 39 | 0.65 | TDX Independence |
| TDX Independence 2030 ETF | TDN | Allocation | 2.3 | 31 | 0.65 | TDX Independence |
| TDX Independence 2040 ETF | TDV | Allocation | 2.1 | 30 | 0.65 | TDX Independence |
| TDX Independence In-Target ETF | TDX | Allocation | 2.4 | 25 | 0.65 | TDX Independence |
| WisdomTree Total Earnings Fund | EXT | Equities | 2.2 | 23 | 0.28 | WisdomTree |
| WisdomTree Low PE Fund | EZY | Equities | 2.2 | 27 | 0.38 | WisdomTree |
About Strategy ETFs:
While most ETFs try to reflect the performance of part or all of the market, Strategy ETFs try to beat their benchmark.
Strategies vary from timing to fundamental analysis to arbitrage. For example, Invesco PowerShares DB G10 Currency Harvest Fund (DBV) tracks an index that exploits the trend that currencies associated with relatively high interest rates, on average, tend to rise in value relative to currencies associated with relatively low interest rates.
PowerShares also has a family of ETFs that track indices that use a rules-based process for selecting stocks that are likely to outperform their peers. ETFs that use the "Intellidex" approach include the Dynamic Market Portfolio Fund (PWC) which has outperformed the market over the past 5 years (see MarketPro coverage).
Recent entries in the Strategy category include actively managed ETFs. Rather than track an index, Active ETFs hire managers to screen and select securities based on proprietary strategies. For example, PowerShares Active Alpha Multi Cap Fund (PQZ) invests in 50 stocks selected for strong earnings growth, low valuations and positive money flow. See the Active Directory for a complete listing of Active ETFs.
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