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Investing

ETF Alert: HOLDRS Still Have All 5 Worst Performance

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By Douglas A. McIntyre Published
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A couple of weeks ago we noted some performers in ETF’s that were really lagging and noted that the FIVE WORST performing ETF’s were all specialty sector funds from the HOLDR’s family of Merrill Lynch.  HOLDRS are HOLding Company Depositary ReceiptS.  Now in fairness, the second best year to date performer was also a HOLDR, although it is a low priced low volume ETF called the Internet Infrastructure HOLDRs (IIH) with a 45% year to date return.  There was also the Telecom HOLDRs (TTH) that rose more than 27% year to date.  So maybe these aren’t all entirely bad, but when you see one fund family that is a "stock selected and predesignated" group of holdings in an ETF you have to scratch your head and wonder what is going on.

Below are the performance metrics for these ETF’s:

Internet HOLDRs    (HHH)    YTD: (17.88%)
3MO: 10.03%;  1YR: (19.95%);  3-year: 4.97%

B2B Internet HOLDRs (BHH) YTD: (10.63%)
3MO: 12.38%;  1YR: (13.03%);  3-year: (8.16%)

Broadband HOLDRs (BDH) YTD: (9.92%)
3MO: (0.12%);  1YR: (12.75%);  3-year: 8.00%

Biotech HOLDRs (BBH) YTD: (6.61%)
3MO: 4.42%; 1YR: (8.32%);  3-year: 13.68%

Semiconductor HOLDRs (SMH) YTD: (5.70%)   
3MO: 1.35%;  1YR: (7.60%);  3-year: (7.46%)

Jon C. Ogg
December 20, 2006

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About the Author Douglas A. McIntyre →

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.

A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.

TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.

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