Dion's Monday ETF Winners and Losers

Amid a broad precious metal rally, palladium is making a comeback and scoring some of the strongest gains in the ETF industry.
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NEW YORK (TheStreet) -- Welcome to Don Dion's Daily ETF Winners and Losers. Be sure to stop by each day to get a feel of who's winning and who's losing when it comes to ETFs.

Winners

ETFS Physical Palladium Shares (PALL) - Get Report 3.7%

During last week's jittery market, at one point palladium had tumbled more than 20% as investors sought out defensive plays instead precious metals with industrial demand. Today, amid a broad precious metal rally, this metal is making a comeback and scoring some of the strongest gains among the entire ETF industry.

This type of wild action should be expected from the volatile member of the platinum group of metals. Risk adverse investors should instead try their luck with other options such as the

ETFS Physical Platinum Shares

(PPLT) - Get Report

.

Claymore/AlphaShares China Real Estate Index ETF (TAO) - Get Report 3.5%

Although Beijing lawmakers have been taking steps to cool China's overheated housing market in recent weeks, on Monday signs that the tight policy may ease sent bulls pouring back into the market, powering TAO higher.

The nation's real estate industry is not the only area of China's market benefiting today. Chinese small caps are also jumping, with

Claymore/AlphaShares China Small Cap Index ETF

(HAO) - Get Report

up 2.5%.

Market Vectors Junior Gold Miners ETF (GDX) - Get Report 3.5%

All precious metals are gaining today, helping to buoy the companies responsible for mining the metal. While GDXJ is seeing of the biggest jumps among precious metals producer ETFs, silver miners are also gaining.

GlobalX Silver Miners ETF

(SIL) - Get Report

is up 2.3%.

iShares MSCI Thailand Investable Market Index Fund (THD) - Get Report 2.3%

Riots have plagued Thailand through a large portion of 2010, causing THD to perform in a rollercoaster-like fashion. Interestingly, despite the political tensions and bloodshed, country officials don't expect much in the way of economic hindrance. On Monday, the Thai government stood behind its previous forecast for 3.5-4.5% growth in 2010.

Losers

iShares MSCI Spain Index Fund (EWP) - Get Report-4.2%

The ongoing crisis in Europe has continued into the new week, pressuring broad euro ETFs and the

CurrencyShares Euro Trust

(FXE) - Get Report

. Among the single nation funds taking the biggest hits was EWP, which tumbled after the Spanish government seized a regional bank.

Avoid Europe. The outlook for this region is still riddled with uncertainty.

iPath Dow Jones-UBS Sugar Total Return Subindex ETN (SGG) - Get Report -3.2%

Although sugar prices have seen a welcomed rally throughout March, investors should still remain cautious when attempting to play this sweet ETN.

Investors looking for a less volatile play on the agriculture industry should avoid SGG and instead play the

PowerShares DB Agriculture Fund

(DBA) - Get Report

. This product tracks a diverse basket of agriculture futures including sugar, which accounts for over 10% of the index. On Monday, DBA was down only 0.2%

All prices as of 2:16 PM EST

At the time of publication, Dion Money Management owned PPLT.

Don Dion is president and founder of

Dion Money Management

, a fee-based investment advisory firm to affluent individuals, families and nonprofit organizations, where he is responsible for setting investment policy, creating custom portfolios and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Mass., Dion Money Management manages assets for clients in 49 states and 11 countries. Dion is a licensed attorney in Massachusetts and Maine and has more than 25 years' experience working in the financial markets, having founded and run two publicly traded companies before establishing Dion Money Management.

Dion also is publisher of the Fidelity Independent Adviser family of newsletters, which provides to a broad range of investors his commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 100,000 subscribers in the U.S. and 29 other countries, Fidelity Independent Adviser publishes six monthly newsletters and three weekly newsletters. Its flagship publication, Fidelity Independent Adviser, has been published monthly for 11 years and reaches 40,000 subscribers.