Analysis focused on equity ETF holdings, funds, or equity-market exposure through ETFs. Use when equity exposure is the main subject; use a more specific thematic, geographic, dividend, or portfolio tag when that perspective drives the post. Excludes individual-stock analysis.
The Nationwide Russell 2000® Risk-Managed Income ETF (NTKI) is an actively managed fund that seeks monthly income and invests in a portfolio of securities that replicates the Russell 2000 ® Index. It’s an
With the advent of the 2022 bear market, and the end of near 0% interest rates, “value” investing has become more popular – and more rewarding. The Vanguard Mega Cap Value ETF is a cost-efficient way for investors to gain exposure to the largest value stocks in the market. Being a value fund, MGV is by definition significantly more defensively positioned as compared to the broad market averages like the S&P 500 and Nasdaq 100
Just over halfway through the first quarter of 2023, it’s been mid cap equities outperforming large caps when looking at a pair of major market indexes representative of both. Specifically, it’s been the Russell Midcap
RPV holds 85 S&P 500 stocks with “pure value” characteristics. The heaviest sector is financials, with 22% of asset value. It has recently outperformed the S&P 500, but return since inception is underwhelming. Volatility and drawdowns point to high risk. Two shortcomings of value indexes.
The Vanguard US Small Cap ETF is breaking out to the upside led by the recovery in growth stocks, which have shown signs of life following weakness in 2022.While the near-term technical picture for the VB suggests some further near-term upside, the ETF is unlikely to generate strong long-term returns. Future returns are likely to be lower than seen in the past even if profit margins remain at all-time highs as real sales growth slows in line with real GDP.
Momentum is the simple idea that stocks which performed relatively strong over the recent past (winners) tend to outperform those that performed poorly (losers). The Invesco S&P 500 Momentum ETF invests in the 100 stocks with the highest “momentum score” (12-month return) from the S&P 500 Index. Since inception in 2015, SPMO delivered momentum exposure with respect to the academic benchmark of Kenneth French. Since 2017, it also outperformed most momentum-peers
This ETF article series aims at evaluating products regarding the relative past performance of their strategies and quality metrics of their current portfolios. As holdings and weights change over
RPV tracks the S&P 500 Pure Value Index, selecting 120 large-cap companies with the lowest price-book, price-earnings, and price-sales ratios. RPV is soundly beating ETFs that track the more broad S&P 500 Value Index this year, but its concentration risks are too high with a possible recession on the horizon. Besides poor diversification, there are other concerns involving low profitability, questionable earnings growth, and negative earnings trends.
Vanguard S&P 500 ETF (VOO) offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price.
In doing so, it avoids a lot of high valued tech stocks and ends up focused on industrials and financial issues like insurance companies and regional banks. The IJH multiples are quite low implying a decent
Smaller equities are following their large-cap counterparts lower this year, perhaps giving investors reason to overlook mid-cap stocks. However, that may be the wrong course of action. While mid-cap stocks have histories of being glossed over by investors, this year’s downdraft in the
With large-cap equities sagging, it’s understandably difficult for investors to get enthusiastic about small-cap stocks and the relevant exchange traded funds. However, the combination of small stocks and
But even when unprofitable companies are removed from the Index, the P/E and forward P/E ratios of the small-cap market are historically discounted. U.S. small caps are notoriously a “junky” market, with a