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

  • Why Income Investors Should Consider a Net Lease REITs ETF

    Exchange traded fund investors should consider how real estate can play a part in their portfolios. The same investors can look to a focused real estate investment trust strategy that targets sustainable income and predictable growth.

  • An Investing Trifecta: 3 Variables and the IDOG ETF

    The following concepts are working this year: dividends, cyclical/value stocks, and international equities. That trifecta is efficacious for the ALPS International Sector Dividend Dogs ETF ( IDOG B+ ). ALPS identifies the five highest-yielding securities in the 10 GICS sectors on the last trading day of November.

  • European Small Caps Are Revving Their Engines

    For the first time in a while, we’re growing more optimistic on the European economy. My colleague Aneeka Gupta from WisdomTree Europe recently provided some commentary on European macroeconomics that outlined a few valuable insights.

  • An Emerging Markets ETF for a Weak Dollar World

    Treasury yields are still elevated and the dollar is still weak. However, both assets recently rallied, indicating there’s room to the downside. That could be to the benefit of emerging markets bonds and the VanEck Vectors Emerging Markets Local Currency Bond ETF  EMLC

  • How to Handle a Bond Bear Market

    It can be challenging to handle a bond bear market, a period during which investors drive bond prices down and yields—which move inversely to prices—higher. The good news is that the worst of this phase of the bond bear market may be over, and you can take steps to help mitigate the impact of increased volatility and higher interest rates.

  • Investors Have Grown More Comfortable with Junk Bonds

    As default rates among low-rated U.S. companies dropped to their lowest level in months, fixed income investors have grown more “risk-on.” The iShares iBoxx $ High Yield Corp Bond ETF (NYSEArca: HYG) increased 0.9% year-to-date while the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) fell 4.8%.

  • Play the Hot then Cold Interest Rate Standoff with ‘LQD’

    As Treasury bond yields continue to tick higher, puts corporate bonds may be in a bind as fixed income investors increasingly opt for government bonds with less default risk. As the market continues to decide whether it wants to continue past its pre-pandemic levels or languish further, investors can get quality corporate bond exposure with assets like the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) .

  • Lower Fees Are Driving Investors from Mutual Funds to ETFs

    Proponents of exchange traded funds (ETFs) frequently cite their rock-bottom fees. According to a Kiplinger article , various studies substantiate this claim. “Numerous studies show that over the long term, managed mutual funds cannot beat an index fund, such as an ETF,” the article noted. “For example, according to the SPIVA scorecard , 75% of large cap funds ‘underperformed’ the S&P 500 over five years through Dec. 31, 2020.

  • How Biden’s Infrastructure Benefits Amazon and the CLOU ETF

    When peeling back the layers of U.S. president Biden’s infrastructure plan, one of the key components is shoring up internet access to all Americans. This facet can help bolster cloud computing services and the Global X Cloud Computing ETF (CLOU) .

  • The ARKG ETF: Genomic Focus with a Twist

    The ARK Genomic Revolution Multi-Sector Fund ( ARKG ) is obviously positioned as a genomics fund, but as an actively managed exchange traded fund, it can venture into other growth areas in the healthcare sector. That includes telemedicine, as highlighted by the fund’s significant exposure to Teledoc .

  • Value and Dividends: A Rising Tide

    A rising tide of improving economic growth expectations has lifted all sectors this year. The companies getting the greatest boost in recent months were some of the most unloved and distressed in the first half of 2020. After this sharp reversal, waters may get choppier ahead.

  • Bank ETFs Get a Boost from Corporate Earnings

    Bank stocks and ETFs have been soaring on Wednesday thanks to increases in banking profits that beat analyst expectations. JPMorgan Chase & Co. reported an almost 5 times increase in quarterly profits thanks to surging markets and an economic recovery that enabled the bank to mobilize $5.2 billion in funds that it had set aside to cover bad loans.