Guggenheim ETFs are offered by Guggenheim Investments. They also provide products such as mutual funds, closed end funds, currencyshares, variable insurance funds, and unit investment trusts. Guggenheim ETFs are popular due to its offerings are different from regular index funds. These ETFs are distributed by Guggenheim Funds Distributors, LLC.
Popular Guggenheim Funds
We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles. You can also find the 1 year average returns of these best exchange traded funds from this list.Top Guggenheim ETFs for 2015 are:
- Guggenheim China Technology ETF (CQQQ)
- Guggenheim Defensive Equity ETF (DEF)
- Guggenheim Mid-Cap Core ETF (CZA)
- Guggenheim Raymond James SB-1 Equity ETF (RYJ)
- Guggenheim Russell 1000 Equal Weight ETF (EWRI)
- Guggenheim Russell MidCap Equal Weight ETF (EWRM)
- Guggenheim S&P 500 Equal Weight Financial ETF (RYF)
- Guggenheim S&P 500 Equal Weight Consumer Staples ETF (RHS)
- Guggenheim S&P 500 Equal Weight Materials ETF (RTM)
- Guggenheim S&P 500 Equal Weight Technology ETF (RYT)
- Guggenheim S&P 500 Equal Weight Utilities ETF (RYU)
- Guggenheim S&P 500 Equal Weight ETF (RSP)
- Guggenheim S&P 500 Equal Weight Energy ETF (RYE)
- Guggenheim S&P 500 Pure Growth ETF (RPG)
- Guggenheim S&P 500 Pure Value ETF (RPV)
- Guggenheim S&P MidCap 400 Pure Growth ETF (RFG)
- Guggenheim S&P MidCap 400 Pure Value ETF (RFV)
- Guggenheim S&P SmallCap 600 Pure Growth ETF (RZG)
- Guggenheim S&P SmallCap 600 Pure Value ETF (RZV)
- Guggenheim Spin-Off ETF (CSD)
- Guggenheim Timber ETF (CUT)
Guggenheim S&P 500 Equal Weight ETF
This Guggenheim S&P 500 Equal Weight ETF is tracking performance of the S&P 500 Equal Weight Index. The fund adviser is Security Investors, LLC. This equity fund has a yield of 1.50%. With assets of $10 billion, this popular ETF has an expense fee of 0.40%.More: Best Vanguard ETFs 2015
Morningstar has ranked this top Guggenheim ETFs for 2015 with 5 stars rating. This ETF has returned 18.64% over the past 3 year, and 17.91% over the past 5 year.
Top 5 stocks are Hospira Inc, Denbury Resources Inc, Netflix Inc, Newfield Exploration Co, and Harman International Industries Inc. Top 3 sectors are consumer cyclical, industrials, and financial services.
Guggenheim Mid-Cap Core ETF
This Guggenheim Mid-Cap Core ETF is also ranked with 5 stars rating by Morningstar. It has total assets of 144 million. The current share price is $49.90. Its expense fee is 0.66%. This mid cap blend has a dividend yield of 0.76%.More: Top iShares ETFs for 2015
The fund performance for the past 4 years:
- Year 2014: 9.85%
- Year 2013: 35.88%
- Year 2012: 14.84%
- Year 2011: 3.72%
ETF Name | Symbol | Category | Expense Ratio (%) | Market Return 1-Year |
---|---|---|---|---|
Guggenheim China Technology ETF | CQQQ | China Region | 0.71 | 13.57 |
Guggenheim Defensive Equity ETF | DEF | Large Value | 0.66 | 15.2 |
Guggenheim Mid-Cap Core ETF | CZA | Mid-Cap Blend | 0.66 | 13.44 |
Guggenheim Raymond James SB-1 Equity ETF | RYJ | Mid-Cap Blend | 0.76 | 8.88 |
Guggenheim Russell 1000 Equal Wt ETF | EWRI | Mid-Cap Blend | 0.4 | 15.41 |
Guggenheim Russell MidCap Equal Wt ETF | EWRM | Mid-Cap Blend | 0.41 | 14.49 |
Guggenheim S&P 500 Eq Weight Fincl ETF | RYF | Financial | 0.5 | 15.31 |
Guggenheim S&P 500 Eq Wt Cons Stapl ETF | RHS | Consumer Defensive | 0.5 | 18.63 |
Guggenheim S&P 500 Eq Wt Materials ETF | RTM | Natural Resources | 0.5 | 13.11 |
Guggenheim S&P 500 Eq Wt Technology ETF | RYT | Technology | 0.5 | 26.03 |
Guggenheim S&P 500 Eq Wt Utilities ETF | RYU | Utilities | 0.5 | 25.82 |
Guggenheim S&P 500 Equal Weight ETF | RSP | Large Blend | 0.4 | 17.37 |
Guggenheim S&P 500 Equal Wt Energy ETF | RYE | Equity Energy | 0.5 | -4.45 |
Guggenheim S&P 500 Pure Growth ETF | RPG | Large Growth | 0.35 | 18.68 |
Guggenheim S&P 500 Pure Value ETF | RPV | Mid-Cap Value | 0.35 | 15.42 |
Guggenheim S&P MidCap 400 Pure Gr ETF | RFG | Mid-Cap Growth | 0.35 | 5.76 |
Guggenheim S&P MidCap 400 Pure Value ETF | RFV | Small Value | 0.35 | 9.71 |
Guggenheim S&P SmallCap 600 Pure Gr ETF | RZG | Small Growth | 0.35 | 2.85 |
Guggenheim S&P SmallCap 600 PureVal ETF | RZV | Small Value | 0.35 | 5.58 |
Guggenheim Spin-Off ETF | CSD | Mid-Cap Blend | 0.66 | 2.29 |
Guggenheim Timber ETF | CUT | Natural Resources | 0.71 | -0.52 |
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