Black Friday and Cyber Monday are approaching in the United States, and Wall Street begins a shortened Thanksgiving trading week. Friday will be the start of the traditional holiday shopping season, and data on preliminary results are likely to be released over the weekend.

This makes exchange traded funds (ETF) related to retail, e-commerce and non-essential consumer goods the focus of attention. At the same time, investors will also be watching the potential trend of shipping and freight ETF, which is the center of the launch of the holiday market.

Retail / e-commerce ETF

Black Friday and Cyber Monday are the two busiest shopping days of the year. Standing in the middle of the stage is$Macy's (M.US)$、$Kohl's Corp (KSS.US)$、$Gap Inc (GPS.US)$、$Target (TGT.US)$和$Walmart (WMT.US)$Popular retail brands, as well as many other smaller brands. In addition to these traditional physical enterprises$Amazon (AMZN.US)$、$Alibaba (BABA.US)$And online giants such as eBay will also be the focus of attention.

To diversify the upcoming Black Friday data, retail funds, such as$Spdr Series Trust Spdr S&P Retail Etf (XRT.US)$和$VanEck Vectors Retail ETF (RTH.US)$All have a mixed portfolio of popular retail stocks.

The two ETF are similar in nature because both provide access to retail space. However, the performance of VanEck retail ETF is significantly better than that of SPDR Simpp retail ETF in 2022. The rate of return for VanEck retail ETF so far this year is-13.8% and the return for SPDR Snapp retail ETF is-28.1%. In addition, the cost ratio of the two funds is 0.35 per cent and the total assets under management exceed $586 million.

The other two concerned ETF focus on e-commerce.$Amplify Online Retail ETF (IBUY.US)$和$Proshares Online Retail Etf (ONLN.US)$. Both companies suffered huge losses in 2022, with the Amplify online retail ETF down 52.5% and the ProShares online retail ETF down 46.9%.

Non-essential consumer goods ETF

With the expected rise of holiday shopping, the consumer discretionary industry is another area of interest.$Tesla (TSLA.US)$Is one of the best-known companies in the industry, but Musk's company is unlikely to be affected by the upcoming Black Friday data. However, like$Nike (NKE.US)$Such brands may change according to the details of holiday shopping.

When it comes to ETF, consumer discretionary funds may find themselves prepared for price fluctuations, including optional consumer goods$Consumer Discretionary Select Sector SPDR Fund (XLY.US)$、$Vanguard World Fds Vanguard Consumer Discretionary Etf (VCR.US)$、$Fidelity Covington Trust Msci Consumer Discretionary (FDIS.US)$和$Powershares Exchange Traded Fd Tst Powershares Dynamic Leisure&Ent Funds (PEJ.US)$。

Shipping and Freight ETF

As goods and services are removed from the shelves$FedEx (FDX.US)$和$United Parcel Service (UPS.US)$Shipping and freight companies, as well as other logistics and transport companies, may take the stage. Exchange traded funds that track this key industry include$Ishares Transportation Averageetf (IYT.US)$、$PACER INDUSTRIALS AND LOGISTICS ETF (SHPP.US)$、$U.S. GLOBAL SEA TO SKY CARGO ETF (SEA.US)$和$SONICSHARES GLOBAL SHIPPING ETF (BOAT.US)$。