We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Zacks Market Edge Highlights: ARKK, ARKG, CTRU, QQQM, and XBI
Read MoreHide Full Article
For Immediate Release
Chicago, IL – January 6, 2022 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:
Should You Bet on Cathie Wood in 2022?
(1:00) - Breaking Down ARK Invest's Performance In 2021
(12:30) - Gaining Exposure To High Flying Tech Stocks
(16:00) - Will Inflows Impact How Cathie Woods Will Invest Going Forward?
(22:20) - Learning From The Fidelity Magellan Mutual Fund
Welcome to Episode #297 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life.
This week, Tracey talks with Zacks Director of ETF Research, Neena Mishra, who is also the Editor of Zacks ETF Investor portfolio, and is the host of the ETF Spotlight podcast, about Cathie Wood’s ARK Invest ETFs.
ARK Innovation and ARK Genomic Revolution ETFs have been some of the hottest ETFs the last few years. But both ARK Innovation and ARK Genomic Revolution finished in the red in 2021.
Where do they go from here in 2022?
Should investors be taking a look at the ARK Invest ETFs or should they just stick with the indexes like the Nasdaq 100 and the SPDR S&P BioTech ETF?
In 2020, the ARK Innovation ETF, Cathie Wood’s flagship ETF, was the hottest ETF in the United States. Big bets on “pandemic winners” like Zoom Video and Teladoc drove the ETF to a 150% gain.
But despite having a 10% position in Tesla, which gained nearly 50% on the year, ARK Innovation finished 2021 down about 24%.
Since inception on Oct 31, 2014, the ARK Innovation ETF has returned 374%, easily beating the S&P 500 over that period, which was up 138%.
ARK Genomic Revolution is just as old as ARK Innovation, with inception on Oct 31, 2014. It, too, had a fantastic 2000 with gains over 200%.
But ARKK also came back down to earth in 2021, falling over 30%. Still, since inception, ARKG is up over 200% versus the S&P 500 up about 138%.
ARKG also owns Teladoc, same as ARKK, in its top 5 positions, which was down 54% in 2021. Other prominent holdings, such as Exact Sciences, were also down double digits on the year.
Will its healthcare innovator companies make a rebound in 2022?
3. ARK Transparency ETF
ARK Invest is not resting on its laurels as it continues to launch new ETFs, including ARK Transparency ETF, which launched in Dec 2021.
But it’s not using Cathie Wood’s expertise, instead CTRU is designed to track the Transparency Index, which is a list of the 100 most transparent companies.
So far, few investors have been interested in CTRU as it has taken in little money since launching.
Are investors only interested in active ARK investing or will CTRU ultimately become an investor favorite?
Similarly, the SPDR S&P Biotech ETF has tracked with ARKG over the years as well.
ARKG outperformed in 2020, but XBI has taken back the crown over the last 6 months, falling just 15.5% while ARKG was down 34.5% during that time.
XBI has an expense ratio of just 0.35% versus ARKG’s of 0.75%.
For buy and hold long-term investors, the expense ratio could really add up.
XBI is equal weight, so you don’t get higher concentration among a few names, as you do in ARKG but ARKG investors are betting on Cathie’s expertise and research.
Will ARKG get its mojo back in 2022?
What Else Should You Know About the ARK Invest ETFs and 2022?
Tune into this week’s podcast to find out.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 5 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Shutterstock
Zacks Market Edge Highlights: ARKK, ARKG, CTRU, QQQM, and XBI
For Immediate Release
Chicago, IL – January 6, 2022 – Zacks Market Edge is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:
Should You Bet on Cathie Wood in 2022?
Welcome to Episode #297 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life.
This week, Tracey talks with Zacks Director of ETF Research, Neena Mishra, who is also the Editor of Zacks ETF Investor portfolio, and is the host of the ETF Spotlight podcast, about Cathie Wood’s ARK Invest ETFs.
ARK Innovation and ARK Genomic Revolution ETFs have been some of the hottest ETFs the last few years. But both ARK Innovation and ARK Genomic Revolution finished in the red in 2021.
Where do they go from here in 2022?
Should investors be taking a look at the ARK Invest ETFs or should they just stick with the indexes like the Nasdaq 100 and the SPDR S&P BioTech ETF?
The ARK Invest ETFs and Cathie Wood
1. ARK Innovation ETF (ARKK - Free Report)
In 2020, the ARK Innovation ETF, Cathie Wood’s flagship ETF, was the hottest ETF in the United States. Big bets on “pandemic winners” like Zoom Video and Teladoc drove the ETF to a 150% gain.
But despite having a 10% position in Tesla, which gained nearly 50% on the year, ARK Innovation finished 2021 down about 24%.
Since inception on Oct 31, 2014, the ARK Innovation ETF has returned 374%, easily beating the S&P 500 over that period, which was up 138%.
Will ARK Innovation return to form in 2022?
2. ARK Genomic Revolution (ARKG - Free Report)
ARK Genomic Revolution is just as old as ARK Innovation, with inception on Oct 31, 2014. It, too, had a fantastic 2000 with gains over 200%.
But ARKK also came back down to earth in 2021, falling over 30%. Still, since inception, ARKG is up over 200% versus the S&P 500 up about 138%.
ARKG also owns Teladoc, same as ARKK, in its top 5 positions, which was down 54% in 2021. Other prominent holdings, such as Exact Sciences, were also down double digits on the year.
Will its healthcare innovator companies make a rebound in 2022?
3. ARK Transparency ETF
ARK Invest is not resting on its laurels as it continues to launch new ETFs, including ARK Transparency ETF, which launched in Dec 2021.
But it’s not using Cathie Wood’s expertise, instead CTRU is designed to track the Transparency Index, which is a list of the 100 most transparent companies.
So far, few investors have been interested in CTRU as it has taken in little money since launching.
Are investors only interested in active ARK investing or will CTRU ultimately become an investor favorite?
4. Invesco Nasdaq 100 ETF (QQQM - Free Report)
If you’re trying to keep your fees down, Neena pointed out that the QQQM, the NASDAQ 100 “mini,” mostly tracked the ARKK ETF until 2020.
QQQM has an expense ratio of just 0.15% whereas ARKK’s expense ratio is 0.75%.
She recommends that traders use QQQ while long-term investors use QQQM, as it has a lower expense ratio.
While ARKK outperformed in 2020, it was the reverse in 2021 as QQQM has gained 10.7% over the last 6 months but ARKK has fallen 24.3%.
Should investors just stick with the QQQM index?
5. SPDR S&P Biotech ETF (XBI - Free Report)
Similarly, the SPDR S&P Biotech ETF has tracked with ARKG over the years as well.
ARKG outperformed in 2020, but XBI has taken back the crown over the last 6 months, falling just 15.5% while ARKG was down 34.5% during that time.
XBI has an expense ratio of just 0.35% versus ARKG’s of 0.75%.
For buy and hold long-term investors, the expense ratio could really add up.
XBI is equal weight, so you don’t get higher concentration among a few names, as you do in ARKG but ARKG investors are betting on Cathie’s expertise and research.
Will ARKG get its mojo back in 2022?
What Else Should You Know About the ARK Invest ETFs and 2022?
Tune into this week’s podcast to find out.
Infrastructure Stock Boom to Sweep America
A massive push to rebuild the crumbling U.S. infrastructure will soon be underway. It’s bipartisan, urgent, and inevitable. Trillions will be spent. Fortunes will be made.
The only question is “Will you get into the right stocks early when their growth potential is greatest?”
Zacks has released a Special Report to help you do just that, and today it’s free. Discover 5 special companies that look to gain the most from construction and repair to roads, bridges, and buildings, plus cargo hauling and energy transformation on an almost unimaginable scale.
Download FREE: How to Profit from Trillions on Spending for Infrastructure >>
Follow us on Twitter: https://twitter.com/zacksresearch
Join us on Facebook: https://www.facebook.com/ZacksInvestmentResearch/
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com/performance
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.