EQRR - ProShares Equities for Rising Rates ETF: Can't You Just Do It Yourself?

• EQRR is a specialty ETF designed for rising rate environments. Fees are modest at 0.35%, and it's come through for investors lately. EQRR is outpacing SPY by 13.52% YTD.
• However, it's excessively risky. It owns 50 stocks primarily across five sectors, and if interest rate forecasts turn out incorrect, shareholders can experience huge losses.
• My performance attribution analysis assesses EQRR's performance in six-month intervals against a portfolio of sector ETFs.
• The current portfolio mirrors other deep-value ETFs I've covered this year like COWZ: low valuations, high growth, high concentration, and high volatility.
• My rating on EQRR is a hold. While it's done well in the current rising rate environment, you can achieve much better risk-adjusted returns by just changing up your sector exposures. This article will show you how.

For further details see: