USRD

Themes US R&D Champions ETF

$33.27
+0.00%
Market closed. Last update: 12:30 PM ET

📎 Investment Objective

The USRD Themes US R&D Champions ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Themes US R&D Champions Index.

Overview

ETF tracking Themes US R&D Champions ETF

Category Thematic
Issuer Other
Inception Date 2023-12-13
Market Cap N/A
Average Volume N/A
Dividend Yield 2.18%
52-Week Range $24.23 - $35.18
VWAP $33.15

Performance

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Investment Summary

📎 Investment Objective

The USRD Themes US R&D Champions ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Themes US R&D Champions Index.

🎯 Investment Strategy

The ETF invests in a portfolio of U.S. companies that are leaders in research and development (R&D) spending as a percentage of sales. The index methodology selects the top 50 companies based on this R&D intensity metric.

✨ Key Features

  • Focuses on U.S. companies with high R&D investment, which may drive innovation and growth
  • Equal-weighted index to provide balanced exposure across sectors
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Concentration risk as the fund is focused on a specific investment theme
  • Potential volatility as the performance of R&D-intensive companies can be uneven
  • Limited diversification compared to broader market indexes
  • Lack of long-term performance history to evaluate the strategy

👤 Best For

This ETF may be suitable for investors seeking exposure to innovative U.S. companies with a focus on research and development. It could be used as a satellite holding within a diversified portfolio, but investors should be aware of the higher potential for volatility compared to the overall market.