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September may bring seasonal volatility, but strong earnings and key growth themes could support these ETFs.
Agricultural ETFs are beating the S&P 500 as weather risks, geopolitical tensions and strong global demand drive corn, wheat and soybean prices higher.
A stronger El Nino could disrupt crops, energy and water systems, highlighting ETFs positioned for potential weather-driven demand.
A potentially powerful El Nino could disrupt crops, supply chains and energy markets.
Invesco DB Agriculture Fund DBA (up 5%) has outperformed the S&P 500 (down 0.02%) over the past month (as of July 28, 2026). Teucrium Corn Fund CORN has returned over 9.7% over the past month while Teucrium Wheat Fund WEAT has surged about 13%.
For much of the past year, global markets have absorbed geopolitical shocks with surprising resilience.
I reiterate a buy rating on the Invesco DB Agriculture Fund ETF as it consolidates near all-time highs, maintaining a bullish trend since 2020. DBA's diversified exposure to agricultural futures, strong liquidity, and 3.25% yield support its investment case despite sector volatility and a 0.83% management fee. Key tailwinds include inflationary pressures, geopolitical disruptions in major producing regions, rising energy and fertilizer costs, and ongoing weather risks.
Heavy rain in Brazil, the world's largest coffee producer, has disrupted the harvest and raised concerns about bean quality.
SEC filings for DBA aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.