“Among the best exchange-traded funds (ETFs) to own in September is the Invesco Dynamic Leisure and Entertainment ETF (PEJ) — which features airline stocks, casino stocks, and GrubHub Inc (NYSE:GRUB) among its top holdings. What’s more, GRUB is eyeing its longest win streak in years, and now could be time to buy calls on the red-hot stock,” reports Schaeffer’s Investment Research.

Of the top 11 non-leveraged ETFs in terms of September performances, five have significant consumer discretionary exposure. PEJ holds 29 stocks, about 60% of which are classified as growth names.

“Food delivery concern GRUB is among the top 10 PEJ holdings, representing 3.93% of the fund. The shares have been on a tear lately, doubling in 2018 and touching a record high of $145.07 out of the gate today. What’s more, GrubHub stock is on pace for a ninth straight win, which would mark its longest win streak since October 2016,” according to Schaeffer’s.

PEJ is up nearly 6.70% year-to-date.

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