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IPOSRenaissance International IPO ETF

Grow my money11y track recordRanked #2,500 of 3,055 in this goal

Seeks to replicate the price and yield performance of the Renaissance International IPO Index.

By Renaissance Capital · Launched 2014

Annual Cost

0.80%

#4,522 of 6,040 · expensive

Fund Size

$12M

#4,894 of 6,040 · small

Return (1Y)

+27.9%

Track Record

11 years

#1,220 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,470+24.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Focus

IPO

Index tracked

Renaissance International IPO Index

Holdings

By weight

Concentration

Top 10 holdings = 58.6% of fundmoderately concentrated

Galderma Group AG
10.9%
Kioxia Holdings Corp
9.3%
JX Advanced Metals Corp
6.9%
Contemporary Amperex Technology Co Ltd
6.9%
Horizon Robotics
4.7%
J&T Global Express Ltd
4.7%
Lottomatica Group Spa
4.2%
Midea Group Co Ltd
4.0%
Kokusai Electric Corp
3.8%
State Street Global Advisors
3.2%

Asset allocation

Stocks
99.5%
Cash
0.6%

By sector

Technology
37.8%
Healthcare
18.9%
Industrials
17.5%
Basic Materials
7.9%
Consumer Defensive
7.4%
Financial Services
6.3%
Consumer Cyclical
4.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
34.6%High

Year-on-year price swings

Max drawdown
-73.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to replicate the price and yield performance of the Renaissance International IPO Index.
Strategy
Uses a passive investment approach to replicate a portfolio of companies that have recently completed an IPO, including those listed on non-U.S. exchanges and emerging markets. The Fund invests at least 80% of its assets in securities that comprise the Index, with a significant focus on consumer discretionary and high exposure to Chinese companies.
Inception date
October 6, 2014
Fund family
Renaissance Capital

Next steps

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Data updated on 2026-09-18