ArrowShares Debuts Global Yield ETF (GYLD) - ETF News And Commentary
08 5월 2012 - 8:53PM
Zacks
In the latest example of a mutual fund company making the move
to ETFs, ArrowFunds, the Maryland-based firm which currently has
five mutual funds in its lineup, is now an ETF advisor as well. The
company launched its first fund, under the ArrowShares brand name,
the Dow Jones Global Yield ETF (GYLD) looking to
give investors a new way to play the high yield market from a
global perspective.
GYLD In Focus
This global ETF looks to provide exposure to both traditional
and alternative sources of yield around the globe by following the
Dow Jones Global Composite Yield Index. The product looks to have
an equally-weighted methodology with quarterly rebalancing in order
to prevent a heavy concentration in any one sector (see more in the
Zacks ETF Center).
These market segments include; sovereign debt, equities, real
estate, alternatives, and corporate debt. Each segment will consist
of 30 holdings, giving the product a total basket of 150
securities.
With this approach, the fund looks to produce a composite yield
of about 7.4%, ensuring that the product is an impressive
destination for yield hungry investors. However, fees are
relatively high in the fund as the management fee does come in at
75 basis points a year, although this is generally in-line with
other global ETFs (read Looking For Income? Try High Yield Muni
ETFs).
It should also be noted that the product does have a significant
focus on financials (28%), communications (16%), and energy
(12.7%), while government securities account for about 20% of
exposure as well. In terms of country allocations, the U.S. takes
the top spot at about 40%, while Australia and Singapore round out
the top three.
Competition in the High Yield ETF Market
The main competitor to the brand new GYLD looks to be the
Morningstar Multi-Asset Income Index Fund (IYLD).
This product isn’t very old either, having debuted about a month
ago, although it does see decent volume of about 25,000 shares
considering it has only $9 million in AUM.
However, investors should note that this product is structured
as a fund-of-funds, holding nine high yielding ETFs in its
portfolio. Currently, exposure is tilted towards bonds as five of
the ETFs in the basket are fixed income ETFs including both of the
top two holdings (read Are The Fundamental Bond ETFs Better Fixed
Income Picks?).
This structure does produce an interesting scenario from a fee
perspective though, as the management fee comes in at just 0.25%.
Yet, when adding in the acquired fund fees—and subtracting out a
fee waiver—the net expense ratio comes in at 60 basis points a
year, still less than GYLD although much more competitive.
Room For Two?
Although IYLD hasn’t exactly added a great deal of assets so far
in its short time on the market, there is definitely promise in the
fund. The product—much like GLYD—could see increased interest from
investors seeking a diversified way to obtain yield across a
variety of sectors (read Three Great ETFs For Your IRA).
Given this trend, and the continued easy money policies from
central banks around the world, it seems likely that these high
yield focused ETFs could see a large amount of interest from a
great deal of investors. As a result, ArrowShares could, if current
income remains in demand, have a winner on its hands in its first
foray into the ETF world.
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