ETF Investing

Practical insights on ETFs, bonds and global markets for long-term investors – curated from fund managers, index providers and market analysts, with a link to every original source.

TopicsETF ListFixed IncomeEquityEconomic and Industrial AnalysisPortfolio PlanningDividendMulti Asset

  • Bank, Financial ETFs Are Having a Phenomenal Year

    Bank stocks and sector-related exchange traded funds are attracting more attention as investors capitalize on areas that benefit from the broad economic recovery. Year-to-date, the Invesco KBW Regional Bank Portfolio (NYSEArca: KBWR)  has advanced 38.9% while the  SPDR S&P Bank ETF (NYSEArca: KBE) increased 33.4%.

  • Why to Equal-Weight Your Small Cap Exposure

    An equal-weight strategy can help ease volatility, especially when it comes to small caps and assets like the Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) . During the early stages of the economic re-opening, small cap equities have been shining stars. 

  • As US Markets Stumble, Consider a Low-Volatility ETF

    As U.S. markets tumbled again on signs of inflationary pressures, investors worried about continued volatility can consider a targeted ETF strategy. Investors are refocused on the recent spike in inflation and whether or not rising consumer prices will stick around.

  • The XMLV ETF: Slashing Risk in the Market’s ‘Sweet Spot’

    With mid caps soaring this year, volatility reduction may not be top of mind for many investors. Yet those those looking for engagement with an asset class with reduced turbulence can consider the Invesco S&P MidCap Low Volatility ETF (NYSEArca: XMLV) .

  • VanEck’s ‘DAPP’: Snag Digital Assets beyond Crypto

    Strong performances from top cryptocurrencies like Bitcoin and Ethereum are spilling over into companies that focus on digital assets, which should help funds like the VanEck Vectors Digital Transformation ETF ( DAPP ).

  • Could a Spiking VIX Mean Stocks and Index ETFs Move Higher?

    With stocks and index ETFs losing more than 3% over the last couple of days, volatility, as measured by the VIX, has been spiking. After a period of enduring complacency, the CBOE Volatility Index, a measure of fear in the markets based on option prices on the S&P 500, surged as high as 23.73 this week, to levels not seen since March.

  • AI ‘Investor’ Q.ai Likes These 2 Semiconductor ETFs

    The Forbes company Q.ai uses an AI analytics methodology that identifies investing opportunities. Right now, it’s liking semiconductors. More specifically, Q.ai likes the VanEck Vectors Semiconductor ETF (SMH)   and the iShares PHLX Semiconductor ETF (SOXX) .

  • ESG ETFs Offer Both Growth and Value Opportunities

    Financial advisors can generate alpha across style, size, and region with environmental, social, and governance ETF strategies. In the recent webcast, ESG: The Key to Portfolios with Both Growth And Value , Brian Griggs, Managing Director, Portfolio Strategist, Nuveen, noted that since the late 2000s, growth has been the standout style.

  • Five Global Equity Forces Not To Overlook

    Various forces could potentially shape the global markets this year and beyond, including Technology, China, Japan, and value. In T. Rowe Price’s article, Five Forces in International Equities Investors May Be Underestimating , author Justin Thomson, CIO Equity and Head of International Equities, explains how a range of market dynamics could have a long-term effect that may surprise investors.

  • Like Emerging Markets Fixed Income? Dislike Currency Risk?

    It’s difficult to get emerging markets (EM) exposure sans the local currency risk that comes with it. One way to minimize these challenges is the Vanguard Emerging Markets Government Bond Index Fund ETF Shares (VWOB) . VWOB seeks to track the performance of a benchmark index that measures the investment return of U.S. dollar-denominated bonds issued by governments and government-related issuers in emerging market countries.

  • Looking for Fixed Income Answers beyond TIPS?

    With inflationary poised to surge and Treasury yields already having done so, these are tricky times on the fixed income front. Advisors can find relief with the WisdomTree Fixed Income Model Portfolio. “This model portfolio is focused on a diversified stream of income.