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 ListPortfolio planningBonds & fixed incomeThematic investingSectors & rotationDisruptive techDividend equityEconomic analysis

  • Rising Yields? No Need to Fret with Floating Rate ETFs, ‘FLTR’

    Benchmark Treasury yields may be on the rise, but fixed income investors don’t have to fret when funds like the VanEck Vectors Investment Grade Floating Rate ETF (FLTR)  can help keep them afloat. “Fixed-income investors are in a tough spot.

  • Tepid on TIPS? Use Senior Loan ETFs to Beat Inflation

    When it comes to inflation-fighting fixed income instruments, investors often turn to Treasury Inflation Protected Securities ( TIPS ). Yet senior loans may also do the trick, with higher levels of income to boot. Enter the SPDR Blackstone/ GSO Senior Loan ETF ( SRLN A- ). SRLN invests in senior loans given to businesses operating in North America and outside of North America.

  • Top Inflows for Active ETFs in February? 3 ARK Invest Funds

    Actively managed exchange traded funds are breaking asset-gathering records, and ARK Investment Management remains a big reason why. Active ETFs “gathered net inflows of US$16.90 billion during February, bringing year-to-date net inflows to a record US$33.80 billion.

  • Not Just Dividends, SuperDividends: The Global X DIV ETF

    Fixed income investors seeking more than the staid, but steady Treasury note rates don’t have to venture too far down the yield curve with the Global X SuperDividend U.S. ETF (DIV) . DIV seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Indxx SuperDividend® U.S. Low Volatility Index.

  • ESG ETFs Are Shining in Europe

    Socially responsible investing is much more popular within the European investment community, with a recently launched U.S. credit exchange traded fund that tracks environmental, social, and governance factors already attracting billions in inflows

  • Small Caps, Value, or Both? ‘IJS’ Capitalizing On Two Hot Trends

    Up 33% for the year, the iShares S&P Small-Cap 600 Value ETF (IJS)  is showcasing advantages in two investing categories: small cap equities and value. IJS seeks to track the investment results of the S&P SmallCap 600 Value IndexTM, which measures the performance of the small-capitalization value sector of the U.S. equity market.

  • 2 iShares ETF for a Growth-Fueled Economic Recovery

    The reopening trade is putting rising Treasury yields and small cap ETFs in the growth-fueled spotlight. This should spur an interest in ETFs like the iShares Floating Rate Bond ETF (FLOT)   and the iShares Russell 2000 ETF (IWM) .

  • As Vaccines Progress, This Airline ETF Will Take Flight

    As the Covid-19 vaccination process picks up pace, stranded travelers will soon begin to take flight, lifting the airline sector and this exchange traded fund. The U.S. Global Jets ETF (NYSEArca: JETS) has already increased 14.9% so far this year as vaccination efforts progress

  • Real Estate: Opportunity for Income and Inflation Hedge

    Two of the major concerns investors have today are inflation and interest rates. With short-term rates so close to zero, many income-focused investors have found it challenging to generate enough income to meet their investment goals

  • Will Inflation Rise? And What It Means for Stocks and Bonds

    By Roman Chuyan, CFA In this article, I review the recent rise in yields and in inflation expectations, and what it might mean to bond and equity investors. Treasury yields have jumped sharply so far in 2021 on concerns about rising inflation.

  • A Small Cap Performer with Call Options? Meet the RYLD ETF

    It’s one thing to get exposure to the small cap rally, but an added benefit is getting exposure to the way these funds have been actually moving. ETF investors can get exposure to both via the Russell 2000 Covered Call ETF (RYLD) .

  • How Will This New Cybersecurity ETF Respond to the Microsoft Hack?

    Over the weekend, news broke that tens of thousands of Microsoft customers were victims of a cyber attack with ties to China. The latest large-scale hack could bring opportunity for investors with the newly minted WisdomTree Cybersecurity Fund (NASDAQ: WCBR) .