Category: Articles

Articles from sources other than The Deep Value ETF Accumulator

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Spotlight ETF: GLDM, the Low-Cost Gold Fund Leader

“State Street launched the GLDM ETF in 2018 to offer a more affordable and accessible alternative to GLD, which had become the largest gold ETF in the world and now boasts a massive $78 billion AUM. The goal behind introducing GLDM was to cater to cost-conscious retail investors and those with smaller portfolios who wanted exposure to gold but found the higher expense ratio and share price of GLD less accessible.”

Read the full article at ETF .  com:  https://www.etf.com/sections/features/spotlight-etf-gldm-low-cost-gold-fund-leader

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The Zacks Analyst Blog Highlights SMH, AIRR IAK, PWB and PPA

Invesco Aerospace & Defense ETF – Up 28.1%

“Invesco Aerospace & Defense ETF offers exposure to 56 companies involved in development, manufacturing, and operations, as well as provides support to U.S. defense, homeland security and aerospace. It tracks the SPADE Defense Index, charging 58 bps in annual fees from investors. Invesco Aerospace & Defense ETF has so far managed assets of $4.4 billion and has a Zacks ETF Rank #2.”

Continue reading at Zacks: https://www.zacks.com/stock/news/2350777/the-zacks-analyst-blog-highlights-smh-airr-iak-pwb-and-ppa 

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How this money manager’s one-of-a-kind fund beats the market without Nvidia and other tech stocks (SYLD)

“Still, if you’re looking for expert help managing your investments, Cambria’s flagship fund, the Cambria Shareholder Yield ETF SYLD, has been among the best. The exchange-traded fund is one of the top-performing actively managed U.S. ETFs over the past five years, according to FactSet.”

Read the full article at MorningStar right here: https://www.morningstar.com/news/marketwatch/20241018267/how-this-money-managers-one-of-a-kind-fund-beats-the-market-without-nvidia-and-other-tech-stocks

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An ETF Strategy for Deferring Embedded Gains

Cambria Investments is exploring a new strategy in the ETF space by soliciting seed capital from investors and financial advisors who want to defer embedded capital gains.

A decade in the making, the Cambria Tax Aware ETF (TAX) is coming together through a partnership with Cambria and ETF Architect that will be funding the new ETF through an exchange of outside portfolio investments.

Continue reading at Trading View: https://www.tradingview.com/news/etfcom:485f25408094b:0-an-etf-strategy-for-deferring-embedded-gains/

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Rethinking The Approach To Small-Cap Value Exposure

IJS: Rethinking The Approach To Small-Cap Value Exposure

Summary

  • IJS offers cheap exposure to undervalued small-cap U.S. stocks.
  • Small-cap value stocks are well-positioned to outperform given the expectation of a market with increasing risk appetite.
  • IJS has shown long-term outperformance against alternatives such as small-cap growth and large-cap value, but it has underperformed RWJ, a similar ETF with a different weighting approach.

continue read at SA: https://seekingalpha.com/article/4725526-ijs-rethinking-the-approach-to-small-cap-value-exposure

 

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Noble Family Wealth LLC Invests $165,000 in iShares S&P Small-Cap 600 Growth ETF (IJT)

Noble Family Wealth LLC purchased a new position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,432 shares of the company
— Read on www.marketbeat.com/instant-alerts/nasdaq-ijt-sec-filing-2023-09-25/

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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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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?