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| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +10.42% | +3.79% | +8.76% | +49.29% | +94.93% | |
| Flows | +$5.92B | +$27.38B | +$29.01B | +$62.30B | +$86.56B | - |
I think these unorthodox and contrarian ETF picks could hold up better against AI disruption.
Data period: April 15 - 22, 2026
Performance lists exclude leveraged and inverse ETFs
| Inception | ||
|---|---|---|
DRAM | Roundhill Memory ETF | 1/21/1970 |
BCEM | Baron Emerging Markets Select ETF | 1/21/1970 |
TRUH | VanEck Healthcare TruSector ETF | 1/21/1970 |
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Uncategorized Equities ETFsI think these unorthodox and contrarian ETF picks could hold up better against AI disruption.
After reading a viral Citrini Research Substack on AI disruption, I went down an ETF rabbit hole to identify industry funds that could face the biggest risks.
Software ETFs have seen increased inflows and volatility thanks to investor fears about AI disruption.
Both ETFs deliver exposure to silver mining equities, but with different levels of risk.
Same ETF issuer and industry, vastly different underlying holdings and risk profiles.
A built-in currency hedge means these new ADRs may face less headwinds during periods of U.S. dollar strength.
Here's how investors can position their portfolio to take advantage of a renaissance in domestic manufacturing.
Investors looking for an actual inflation hedge in their portfolios should give this a read.
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