It is hard to ignore the strong year to date performance that a niche oriented ETF that targets the Gaming industry although BJK (Market Vectors Gaming, Expense Ratio 0.65%) still remains rather small at $56 million.

BJK is up more than 30% year to date.

In the general category of “Consumer Discretionary Equity”, this ETF invests in companies that derive more than 50% of their total revenues from the global gaming industry.

The fund composition is heavily slanted towards international companies, making up 71.14% of the portfolio with the remaining exposure coming from U.S. listed names.

Top holdings at the moment are Sands China Ltd. (8.28%), LVS (8.12%), Galaxy Entertainment Group Ltd. (7.78%), WYNN (7.17%), and Genting Bhd (4.56%).

As one might notice, three of these top five holdings are ordinary shares listed overseas, while LVS and WYNN are rather well-known and popular U.S. listed names.

For those whom want to see what is driving Gaming sector performance, one can quickly pull up a chart of LVS or WYNN and the strong run throughout the summer seems to correspond with a notable uptick in gambling revenue in Macau through August.