Tuesday, August 22, 2023

Political ETFs: Yes, You Can Buy a Republican or Democrat ETF

 


by Fred Fuld III

Normally, I never publish anything directly related to politics on this site. However, on the predecessor site, I did publish the President Barack Obama Stock Portfolio and the Mitt Romney Stock Portfolio, back in 2012. 

Earlier in 2007, I published the Bill and Hillary Clinton Stock Portfolio and the Hillary Clinton Stock Index. There were also many other stock indexes that year, including: 
Rudy Giuliani Stock Index
John McCain Stock Index
Joe Biden Stock Index
Mitt Romney Stock Index

With the presidential election coming up in less than a year and a half, and the primaries much sooner, investors are paying more attention to politics.

So did you know that there is a Republican oriented Exchange Traded Fund and a Democrat oriented ETF? A conservative ETF and a liberal ETF? Well there are.

The Unusual Whales Subversive Democratic Trading ETF (NANC) invests in companies that sitting Democratic members of United States Congress and/or their families also have reported to have invested in. The expense ratio is 0.75%.

The Unusual Whales Subversive Republican Trading ETF (KRUZ) invests in stocks that sitting Republican members of United States Congress and/or their families also have reported to have invested in. The expense ratio is 0.75%.

NANC vs. KRUZ, Source: Yahoo! Finance (blue line Democratic, red line Republican)


As you can see, so far this year since inception, just comparing the two ETFs that track the investments of politicians, the Democrats are outperforming the Republicans. But there are plenty more political ETFs. 

The God Bless America ETF (YALL) is an ETF that screens out companies that support liberal political activism and social agendas. Year-to-date total return is 26.04% and the expense ratio is 0.65%.

The Democratic Large Cap Core ETF (DEMZ) invests in large cap companies that make political contributions to Democratic Party candidates and political action committees above a certain threshold. Year-to-date total return is 13.67% and the expense ratio is 0.45%. It pays a yield of 0.91%.

The Point Bridge America First ETF (MAGA) has a goal of investing in companies  that are highly supportive of Republican candidates. Year-to-date total return is 1.93% and the expense ratio is 0.72%. It pays a yield of 1.42%. 

The American Conservative Values ETF (ACVF) invests in stocks that meet its politically conservative criteria. Year-to-date total return is 14.45% and the expense ratio is 0.75%. It pays a yield of 0.92%.

The 2ndVote Life Neutral Plus ETF (LYFE) invests in stocks that meet its pro-life social criteria.

The 2ndVote Society Defended ETF (EGIS) invests in stocks that meet its 2nd Amendment and border security social criteria.

So now, not only do you have many choices of presidential candidates, you also have many political ETF choices.

Disclosure: Author didn’t own any of the above at the time the article was written.

No comments: