Author: Micah McDonald

Builder of the Deep Value ETF Accumulator published daily on http://StockTwits.com Retired USAF Crew Chief. Metrology tech at a lab deep in the Arctic Circle.
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Energy Select Sector SPDR Trust (XLE) on 09/15/23 declared dividend $0.6736/sh (3.44% yield)

Energy/Select Sector SPDR Trust (NYSE:XLE) on 09/15/2023 declared a dividend of $ 0.6736 per share payable on September 21, 2023 to shareholders of record as of September 19, 2023. Dividend amount recorded is a decrease of $ 0.0322 from last dividend Paid.

Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 3.4383034706% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20230915/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.6736-per-share/

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Smith Anglin Financial LLC Purchases 6,010 Shares of iShares S&P Small-Cap 600 Growth ETF (IJT)

Smith Anglin Financial LLC raised its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 18.6% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 38,249 shares of the company’s stock after acq
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-09-15/

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5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7

  • Asset Class: Real Estate Sector (REITs)

  • Long-Term Performance: 8.36% CAGR

  • Correlation to U.S. Markets: 0.62

  • U.S. Large Cap Blend Performance: 9.93% CAGR

  • Back test timeframe: January 1994 – August 2023

  • Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)

  • Long-Term Performance: 8.14% CAGR

  • Correlation to U.S. Markets: 0.69

  • S&P 500 Performance: 6.95% CAGR

  • Back test timeframe: July 2000 – August 2023

  • Number of ETFs available in this asset class: 39

  • Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2023

IYR vs SPY: July 2000 – August 2023

IYR vs SPY: June 19, 2000 – September 12, 2023

Continue reading “5 Best Real Estate Sector ETFs to Own Long-Term: PSR vs REZ vs VNQ vs USRT vs FRI 1.7”

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5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7

  • Asset Category: Intermediate Term Bonds (U.S. Intermediate Term Treasuries)

  • Long-Term Performance: 6.35% CAGR

  • Correlation to U.S. markets: 0.08

  • S&P 500 Performance (US Large Cap Blend): 10.50% CAGR

  • Back test timeframe: January 1972 – July 2023

  • Oldest Intermediate Term Bond ETF back tested: iShares Core U.S. Aggregate Bond ETF (AGG)

  • Long-Term Performance: 2.90% CAGR

  • Correlation to U.S. markets: 0.17

  • S&P 500 Performance: 10.07% CAGR

  • Back test timeframe: October 2003 – July 2023

  • Number of ETFs available in this asset class: 107

  • Number of ETFs in this asset class that are 10 years old or older: 18

U.S. Intermediate Bonds vs U.S. Large Cap Blend Equities: January 1972 – July 2023

AGG vs SPY: October 2003 – July 2023

AGG vs SPY: September 26, 2003 – August 25, 2023

Continue reading “5 Best U.S. Intermediate Term Bond ETFs to Own Long-Term: BIV vs MUB vs MUNI vs CMBS vs SPAB 1.7”

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State Street Slashes Fees on Portfolio Suite ETFs (SPEM)

SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), 0.03%, down from 0.05% 

SPDR Portfolio S&P 600 Small Cap ETF (SPSM), 0.03%, down from 0.05% 

SPDR Portfolio Developed World ex-US ETF (SPDW), 0.04%, down from 0.03% 

SPDR Portfolio Europe ETF (SPEU), 0.07%, down from 0.09% 

SPDR Portfolio Emerging Markets ETF (SPEM), 0.07%, down from 0.11% 

SPDR Portfolio Short Term Treasury ETF (SPTS), 0.03%, down from 0.06% 

SPDR Portfolio Intermediate Term Treasury ETF (SPTI), 0.03%, down from 0.06% 

SPDR Portfolio Long Term Treasury ETF (SPTL), 0.03%, down from 0.06%  

SPDR Portfolio High Yield Bond ETF (SPHY), 0.05%, down from 0.10%   

Source: https://www.etftrends.com/state-street-slashes-fees-portfolio-suite-etfs/

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Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?

Launched on 10/20/2011, the Schwab U.S. Dividend Equity ETF (SCHD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

The fund is sponsored by Charles Schwab. It has amassed assets over $48.48 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market.

Continue reading at Zacks right here:  https://www.zacks.com/stock/news/2123396/should-schwab-us-dividend-equity-etf-schd-be-on-your-investing-radar?