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Corporate event ETFs

There are 11 ETFs that select stocks based on key corporate events happening like an initial public offering, a spin-off of a subsidiary, or a stock split. Other corporate event ETFs select stocks of companies that re-purchase a significant portion of their outstanding shares.

Here are the ETFs if you want to read some examples of the approaches taken by these ETFs:

SymbolDescriptionInception DateCategoryActions
FPXFirst Trust US Equity Opportunities ETF04/12/2006US Equity Analyze
CSDInvesco S&P Spin-Off ETF12/15/2006US EquityAnalyze
PKWInvesco Buyback Achievers ETF12/20/2006US EquityAnalyze
IPOUS IPOs ETF10/16/2013US EquityAnalyze
FYLDCambria Foreign Shareholder Yield ETF12/02/2013Global Equity Analyze
IPKWInvesco International BuyBack Achievers ETF02/24/2014Global Equity Analyze
IPOSRenaissance International IPO ETF10/06/2014Global Equity Analyze
FPXIFirst Trust International Equity Opportunities ETF11/04/2014Global EquityAnalyze
PYPrincipal Shareholder Yield Index ETF03/21/2016US Equity Analyze
EYLDCambria Emerging Shareholder Yield ETF07/13/2016Global EquityAnalyze
TTACTrimTabs All Cap US Free-Cash-Flow ETF09/27/2016US EquityAnalyze

Do corporate event ETFs outperform?

You should study the above corporate event ETFs carefully. Most of the above corporate event ETFs have impressive track records, or they are tracking an index that has an impressive track record. Granted, many of these indexes have impressive track records using theoretical back-test data, which has its limitations. But nevertheless, as you study the above corporate event ETFs, you get the impression that these strategies are some of the most successful "smart beta" strategies.

One thing we do at ETFAnalyst.com is give each ETF a rating for long term investors. Here are the corporate event ETFs that ETFAnalyst.com has rated as an "editors choice", our highest rating:

SymbolDescriptionInception DateCategoryActions
FPXFirst Trust US Equity Opportunities ETF04/12/2006US Equity Analyze
PKWInvesco Buyback Achievers ETF12/20/2006US EquityAnalyze
FNDCSchwab Fundamental International Small Cap Company Index ETF08/15/2013Global Equity Analyze
FNDESchwab Fundamental Emerging Markets Large Company ETF08/15/2013Global Equity Analyze
IPKWInvesco International BuyBack Achievers ETF02/24/2014Global Equity Analyze


All data is a live query from our database. The wording was last updated: 11/10/2018.

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