ETF Equity Exposure

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.

  • Vanguard Russell 2000 ETF: In For A Breather

    Source: Vanguard Huge pool of securities, well-diversified, reasonably valued, and not top-heavy When you pursue a high-beta space such as small caps, it’s preferable to spread your exposure over a wider horizon, and this ETF facilitates that, giving you access to 2058 stocks, with not a single stock accounting for more than 0.6% of the total holdings.
    The benefit of investing in something like a VTWO is that style-wise, it is a blended ETF, where you get exposure to both growth and value stocks, and you’re not faced with the dilemma of attempting to get the timing right with picking one style over the other.

  • Get Quality Factor Exposure in Uncertain Times with “QUAL”r

    Overall, QUAL gives investors: Exposure to large- and mid-cap U.S. stocks exhibiting positive fundamentals (high return on equity, stable year-over-year earnings growth and low financial leverage).
    QUAL seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics.

  • Small-Cap ETFs Are Outperforming Their Large-Cap Peers

    Exchange traded funds that track the small-capitalization market are outperforming their large-capitalization peers as more investors hope a quick fiscal stimulus turnaround will come with Democratic candidate Joe Biden taking the lead in the polls.
    So far in October, small stocks are outpacing larger companies by the greatest amount since November 2016, reflecting investors’ bets on Democrats gaining control in Washington and ramping up spending to support the economy, the Wall Street Journal reports