Amazon ETFs for Long Term Investment Success

Amazon ETFs offer a convenient way to invest in the e-commerce giant's success. Amazon's market capitalization has exceeded $1 trillion, making it one of the largest publicly traded companies in the world.

Investing in Amazon ETFs can provide broad diversification and potential long-term growth. Amazon's revenue has grown from $48.58 billion in 2012 to over $386 billion in 2020.

To achieve long-term investment success, it's essential to have a well-diversified portfolio. The Amazon ETFs listed in this article can be a great starting point for investors looking to tap into the e-commerce giant's growth prospects.

Intriguing read: Value vs Growth Etfs

If you're looking to invest in Amazon through an ETF, you have several options to consider. Fidelity's MSCI Consumer Discretionary Index ETF (FDIS) is one such option, with a 21.89% weighting in Amazon.

The FDIS ETF has a low expense ratio of 0.08% and has been around since 2013. It tracks the MSCI U.S. IMI Consumer Discretionary Index and has $1.78 billion in assets under management.

On a similar theme: Ishares Msci Eafe Value Etf

Another option is the VanEck Vectors Retail ETF (RTH), which also has a significant weighting in Amazon at 19.55%. This ETF has a slightly higher expense ratio of 0.35% and has been around since 2011.

Here are some key facts about these two ETFs:

It's worth noting that both of these ETFs have relatively low average spreads, which can be beneficial for investors.

If you're considering investing in Amazon but want to hedge against potential losses, there are ETFs that can help. These ETFs have Amazon stock among their top holdings, providing a diversified approach to investing in the company.

To find the best ETFs with notable Amazon exposure, look for funds like the Fidelity MSCI Consumer Discretionary Index ETF, SPDR Consumer Discretionary Select Sector Fund, Vanguard Consumer Discretionary ETF, VanEck Vectors Retail ETF, and the First Trust DJ Internet Index Fund.

Here are some ETF options to consider:

By investing in these ETFs, you can gain exposure to Amazon while also diversifying your portfolio and potentially limiting losses.

The Pricing & Performance of a fund is a crucial aspect to consider before making an investment decision. The data provided as of 01/15/2025 shows the NAV (Net Asset Value) and Market Price of the funds.

The AMZUNAV fund has a 1-month return of 9.66% and a 3-month return of 31.82%. Its YTD (Year-To-Date) return is 61.12%, with a 1-year return of 61.12%. The expense ratio is 1.08% (gross) and 1.06% (net).

In contrast, the AMZDNAV fund has a 1-month return of -5.33% and a 3-month return of -15.49%. Its YTD return is -30.84%, with a 1-year return of -30.84%. The expense ratio is 1.37% (gross) and 1.09% (net).

It's essential to note that short-term performance is not a reliable indicator of a fund's future performance. The funds' adviser, Rafferty Asset Management, LLC, has agreed to waive all or a portion of its management fee and reimburse the funds for other expenses to keep the expense ratio below 0.95% through September 1, 2025.

Here's a summary of the funds' performance:

If you're looking to invest in Amazon but want to hedge against potential losses, consider exchange-traded funds (ETFs) that hold Amazon stock among their top holdings. This approach can help limit potential losses if Amazon's stock price declines.

One way to achieve this is by investing in ETFs that have Amazon as a significant holding. Some of the best ETFs for this purpose include the Fidelity MSCI Consumer Discretionary Index ETF, SPDR Consumer Discretionary Select Sector Fund, Vanguard Consumer Discretionary ETF, VanEck Vectors Retail ETF, and the First Trust DJ Internet Index Fund. These ETFs offer a diversified portfolio that includes Amazon, which can help spread out the risk.

Here are some key ETFs to consider:

Keep in mind that investing in ETFs is not a guarantee against losses, and it's essential to do your own research and consider your financial goals before making any investment decisions.