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Jeff Sommer wrote about how DEMZ has been kicking the shit out of the MAGA fund, Trump Media, Elon’s companies, and even the market since Trump got reelected in 2024.
background:
Goods Unite Us created DEMZ on Election Day 2020, ironically it was approved to trade by Trump’s SEC and began publicly trading on Nasdaq the day Trump lost to Biden.
Over its first 5 years trading, DEMZ has mostly tracked and slightly beat the S&P 500 (SPY) by 7.8% net of fees.
As the Times notes, DEMZ has also been beating Trump Media, Elon’s companies, a bunch of Republican funds, and the S&P 500 since Trump was re-elected in 2024.
DEMZ political screen is based solely on FEC data with no subjectivity.
DEMZ screens for S&P 500 companies that contribute 75% or more to Democrat politicians.
The screen is determined using contributions from company executives and PACs over the last three federal election cycles (six years).
After the screen, DEMZ is designed to track the S&P 500.
DEMZ is “the S&P, without the GOP.”
DEMZ provides a credible data point that companies in the S&P 500 who have executives and PACs that overwhelmingly support Democrats outperform Republican leaning company leaders and the market overall.
[https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?unlocked\_article\_code=1.0lA.1POw.5GIxpLzjn6SG&smid=url-share](https://www.nytimes.com/2026/07/24/business/investing-stocks-trump-politics.html?unlocked_article_code=1.0lA.1POw.5GIxpLzjn6SG&smid=url-share)