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4Q Best & Worst ETFs & Mutual Funds – by Sector – Recap

Thursday, October 11th, 2012

Each quarter, we provide the most comprehensive review of equity ETFs and mutual funds available. We review the Best & Worst ETFs and Mutual Funds by sector and style.

We begin the 4Q12 Sector series with our Sector Rankings report, which details the best sectors for finding quality ETFs and mutual funds. Next we highlight the ETFs and mutual funds that stand out as the . We follow with detailed reviews of the Best & Worst for each sector (links below). Our 4Q Style Series Recap is here. The 3Q12 Sector Recap is here.

Sector Series: Best & Worst ETFs and mutual funds for:

  1. Consumer Staples
  2. Information Technology
  3. Healthcare
  4. Industrials
  5. Energy
  6. Materials
  7. Consumer Discretionary
  8. Telecom
  9. Utilities
  10. Financials

Clients can perform similar analysis to all that is in the above reports using our ETF screener and mutual fund screener.

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3 Comments

  1. varadha says:

    Terrific, yet simple analysis. I’ve always been a fan of ROIC as a measure of capital efficiency and believe that no size/growth outperformance can replace the quest for efficiency.

    Sort of like a big gas guzzling v8 that needs ever increasing gallons of fuel to keep its engine running

  2. David says:

    But Angie’s $90 per user acquisition cost is going to go away. That’s what their approach probably is. How would their outlook be if that $90 cost dropped down to a total cost of $3 per user?

  3. David:

    That would be great, but cost per user acquisition is not something that’s very easy for a company to fix. ANGI can slash their marketing budget to the bone, but then they would stop acquiring new members. They would probably lose members in fact, as their membership renewal rate is at ~75% and declining. If they cut marketing expense by ~95% as you seem to be suggesting, ANGI might be able to eke out 1 year of slight profits, but they would start shedding members and losing money very quickly. ANGI’s only hope is to keep its marketing budget high and hope it can reach the scale and brand awareness to be able to sustain its business while scaling back marketing costs enough to turn a profit. The fact that ANGI’s revenue growth is slowing down even as its marketing costs keep increasing makes it very unlikely it will achieve that goal.

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