One can see that there are homebuilder and construction names in the portfolio as well as title insurers and companies involved in the mortgage aftermarket and processing lines of business. [Homebuilder ETFs]
If the financial sector continues to out-perform, we would imagine that specialized, niche funds that focus on offshoots of broader “Finance” will begin to see some traction as investors become aware of the presence of these ETFs themselves.
SPDR S&P Mortgage Finance
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