Content and data provided by various third parties and Fidelity − Terms of Use | Help/Glossary
Research > ETFs > ETF / ETP Commentary > 

Three ETFs Poised to Break Out Boosted by Tech, Global Trends

BY | ETF Database
11:03 am ET 06/05/26 | 14 VIEWS
Investors on the lookout for potential break out candidates among ETFs can look for a few key factors in charts, global trends, and momentum. Trends, too, can guide investors and advisors to ETFs able to break out. Perhaps one of the biggest factors to consider, however, are milestones. When ETFs hit their three year ETF milestones, they have three year track records that get them in front of more potential investors. Here are three funds that may combine enough of those factors together.1. The Aztlan North America Nearshoring Stock Selection ETF (NRSH C+)  NRSH offers exposure to nearshoring as a trend, which was already picking up interest even prior to tariff increases. The fund charges a 76 basis point (bps) fee to track an index of the same name. Specifically, that index applies a liquidity weighting approach, using a multi-factor model in industrial real estate and logistics sectors. NRSH invests in U.S., Canada, and Mexico-based firms.  The ETF selects 30 names with a proprietary model emphasizing cash flow, value, growth, and quality. That has helped the fund return 47.9% YTD according to ETF Database data. It has also returned 58.1% over the last twelve months. The fund hits its three year ETF anniversary in November. 2. The Xtrackers Semiconductor Select Equity ETF (CHPS B) CHPS charges a 15 bps fee to track the Solactive Semiconductor ESG index. The fund will celebrate its three year ETF anniversary in July, in the midst of a very strong year for returns. The ETF has returned 108% YTD according to ETF Database data. CHPS’ index provides a market cap-weighted approach to semiconductor firms that meet eligibility requirements about size, trading, and liquidity.  Together that has helped the small, rising ETF to its strong performance. Semiconductors of course remain a critical, red hot category for investors right now, and CHPS’ upstart status could make it one to watch.  3. Putnam Emerging Markets ex-China ETF (PEMX B) Finally, PEMX charges a 69 bps fee to actively invest in ex-China emerging markets. Where NRSH offers exposure to one important trend, PEMX offers diversification away from expensive, concentrated U.S. stocks as well as concerns around China’s slowing growth. The strategy has been red hot YTD, returning 40.4% in that time per ETF Database data. PEMX takes an active approach, actively investing in emerging markets with fundamental research. Its high conviction approach applies both qualitative and quantitative analysis, looking at high quality firms that combine mispricing and potential growth. The ETF’s managers also look at financials, market structure, valuations, industry position, projected earnings, and other factors. The fund just recently hit its three year anniversary last month. All three of those ETFs have stood out this year and with six more months to go, they could continue to appeal. For those looking for funds that may play a bigger role this year, this trio can intrigue.For more news, information, and strategy, visit ETFDB.

More Commentary

Large-Cap Core Dominates May ETF Flows
BY | ETF Database
12:02 pm ET 06/05/26 | 16 VIEWS
This High-Yield ETF Is Home to Some Excellent REITs
BY | ETF Database
4:39 am ET 06/05/26 | 105 VIEWS
Software Rebound Could Be a Catalyst for This Unique Bond ETF
BY | ETF Database
5:54 am ET 06/05/26 | 35 VIEWS
View more Commentary

Search Commentary

Enter Keyword(s)
Filter Results

Performance data shown is past performance and is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. Yield and return will vary, therefore you have a gain or loss when you sell your shares. For standard quarterly performance, go to the fund's Snapshot page by clicking on the ETF/ETP's symbol.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments.

For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF's prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock, Inc. and its affiliates.

FBS receives compensation from the fund's advisor or its affiliates in connection with a marketing program that includes the promotion of this security and other ETFs to customers ("Marketing Program"). The Marketing Program creates incentives for FBS to encourage the purchase of certain ETFs. Additional information about the sources, amounts, and terms of compensation is in the ETF's prospectus and related documents. Please note that this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral.

News, commentary (including "Related Symbols") and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.

Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.

Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.