"With the conversion of a fund, or the opening of ETF shares on an existing fund, you should see the record, the star rating and everything transfer, " said Scott Burns, director of ETF analysis for Morningstar.
According to the ETF Finder at ETF Channel, Intel Corp is a member of both the iShares MSCI USA ESG Select Social Index Fund ETF (KLD), making up 1.48% of the underlying holdings of the fund, as well as the iShares MSCI KLD 400 Social Index Fund ETF (DSI), where INTC makes up 1.83% of the underlying holdings of the fund.
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All returns cited are based on gross performance before advisory and transaction fees but net of fund or ETF expense ratios.
According to the ETF Finder at ETF Channel, Travelers Companies Inc is a member of both the iShares MSCI USA ESG Select Social Index Fund ETF (KLD), making up 2.07% of the underlying holdings of the fund, as well as the iShares MSCI KLD 400 Social Index Fund ETF (DSI), where TRV makes up 0.49% of the underlying holdings of the fund.
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Switching out of a mutual fund and into an ETF covering a similar swath of the market, or vice versa, is also something to consider.
According to the ETF Finder at ETF Channel, COP makes up 6.34% of the Active Mega Cap Fund ETF ( AMEX: PMA) which is trading higher by about 4.6% on the day Thursday.
According to the ETF Finder at ETF Channel, SPN and AIZ collectively make up 1.14% of the WisdomTree MidCap Earnings Fund ETF (EZM) which is lower by about 1.3% on the day Wednesday.
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According to the ETF Finder at ETF Channel, WPO and FTR collectively make up 1.38% of the WisdomTree MidCap Dividend Fund ETF (DON) which is lower by about 0.2% on the day Friday.
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According to the ETF Finder at ETF Channel, DFS and APC collectively make up 2.06% of the Active Mega Cap Fund ETF (PMA) which is trading lower by about 0.2% on the day Tuesday.
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The recent underperformance of gold has also been exaggerated by a drop in the price of GLD, the popular exchange traded fund (ETF) originally created by Wall Street to mirror the price of gold.
According to the ETF Finder at ETF Channel, FCX makes up 7.86% of the Materials Select Sector SPDR Fund ETF (XLB)which is trading higher by about 0.6% on the day Tuesday.
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According to the ETF Finder at ETF Channel, DD makes up 10.99% of the Materials Select Sector SPDR Fund ETF (XLB)which is trading up by about 0.1% on the day Friday.
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According to the ETF Finder at ETF Channel, CVX makes up 15.23% of the Energy Select Sector SPDR Fund ETF (XLE)which is trading lower by about 1.2% on the day Friday.
According to the ETF Finder at ETF Channel, D makes up 6.71% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Wednesday.
According to the ETF Finder at ETF Channel, OKE makes up 2.01% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Tuesday.
According to the ETF Finder at ETF Channel, GXP makes up 2.52% of the First Trust Utilities AlphaDEX Fund ETF ( AMEX: FXU) which is trading relatively unchanged on the day Tuesday.
According to the ETF Finder at ETF Channel, ED makes up 3.97% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Wednesday.
According to the ETF Finder at ETF Channel, XEL makes up 2.99% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU) which is trading relatively unchanged on the day Thursday.
According to the ETF Finder at ETF Channel, PEG makes up 3.57% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Wednesday.
According to the ETF Finder at ETF Channel, XEL makes up 3.03% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Friday.
According to the ETF Finder at ETF Channel, AEP makes up 4.63% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading relatively unchanged on the day Wednesday.
According to the ETF Finder at ETF Channel, DOW makes up 8.29% of the Materials Select Sector SPDR Fund ETF ( AMEX: XLB )which is trading up by about 0.5% on the day Friday.
According to the ETF Finder at ETF Channel, ANV makes up 2.22% of the First Trust Materials AlphaDEX Fund ETF ( AMEX: FXZ) which is trading lower by about 1.9% on the day Wednesday.
According to the ETF Finder at ETF Channel, EIX makes up 3.17% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading lower by about 0.1% on the day Monday.
According to the ETF Finder at ETF Channel, NRG makes up 2.27% of the First Trust Utilities AlphaDEX Fund ETF ( AMEX: FXU) which is trading lower by about 1.5% on the day Tuesday.
According to the ETF Finder at ETF Channel, HES makes up 3.08% of the First Trust Energy AlphaDEX Fund ETF ( AMEX: FXN) which is trading lower by about 3.3% on the day Wednesday.
According to the ETF Finder at ETF Channel, EIX makes up 3.50% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading up by about 0.1% on the day Friday.
According to the ETF Finder at ETF Channel, XEL makes up 3.04% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading lower by about 0.2% on the day Friday.
According to the ETF Finder at ETF Channel, SO makes up 8.53% of the Utilities Select Sector SPDR Fund ETF ( AMEX: XLU )which is trading up by about 0.6% on the day Thursday.
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According to the ETF Finder at ETF Channel, ALB makes up 2.43% of the First Trust Materials AlphaDEX Fund ETF ( AMEX: FXZ )which is trading lower by about 0.7% on the day Thursday.
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