Category: Articles

Articles from sources other than The Deep Value ETF Accumulator

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RWJ: A Closer Look At Invesco S&P SmallCap 600 Revenue ETF

Summary

  • RWJ has been on a tear this year demonstrating that fundamentally weighted portfolios with large exposure to underappreciated names are capable of delivering solid returns.
  • RWJ mirrors the S&P SmallCap 600 Revenue Weighted index, a modified version of the S&P SmallCap 600.
  • The Quant analysis shows that RWJ’s current equity mix has a pronounced value tilt. Over 70% of its NAV is allocated to stocks that have Value Grades above B-.
  • The smart-beta RWJ should do well if the capital rotation continues, while its potential in the market similar to the one we saw in the 2010s is limited.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4435005-a-closer-look-at-rwj-etf

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Know What You Own! ETF Deathwatch for April 2021

The ETF Deathwatch shrank in April. Sixteen exchange-traded products (“ETPs”) were added to the list, and 20 were removed.

All of the removals were due to increased health. This is no surprise given the strong performance of the S&P 500 Index and the Dow Jones Industrial Average in April.

All of the additions were due to low average daily volume for the past three months, which could be due to the nature of each ETP’s investment product. These ETPs may have enough assets under management (“AUM”) to keep them from closure. However, our system takes into account both AUM and volume. If both remain low, these funds may be considered for closure.

Continue reading at Flexible Plan Investments right here: https://www.flexibleplan.com/insights/etf-deathwatch-for-april-2021

Down load the Complete List of 294 ETFs and ETNs on ETF Deathwatch for April 2021 right here: https://www.flexibleplan.com/Portals/2/LiveBlog/Images%20and%20Content/DeathwatchList_4.30.2021.csv

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FGD: One Of The Most Financials-Heavy Dividend Funds

Summary

  • 4.3% yielding FGD provides exposure to the universe of predominantly large- and mid-size dividend payers from the developed world including the U.S.
  • FGD uses the Dow Jones Global Select Dividend Index as a benchmark. Its closest peer is IDV that tracks the Dow Jones EPAC Select Dividend Index.
  • The fund is long 98 stocks, ten of which account for just 16.4% of the net assets.
  • Over 47% of its net assets were in financial stocks as of May 18. The weight of players from the communication services is not even near close to it: it’s only north of 11%.
  • FGD might be considered both as a tactical holding to benefit from the global economic recovery and a long-term dividend-oriented investment. But the elevated expense ratio of 0.57% can be a deal-breaker.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4430241-fgd-one-of-the-most-financials-heavy-dividend-funds?utm_source=stck.pro&utm_medium=referral

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Know What You Own! ETF Deathwatch for March 2021

“The ETF Deathwatch list shrank in March. Twelve exchange-traded products (“ETPs”) were added to the list, and 34 funds were removed. Twenty-eight of those removals were due to increased health. This is no surprise given the strong performance of the S&P 500 Index and the Dow Jones Industrial Average in March.”

Read the full article at Flexible Plan right here: https://www.flexibleplan.com/insights/etf-deathwatch-for-march-2021

Here is the complete list of 298 ETFs and ETNs on ETF Deathwatch for March 2021: https://flexibleplan.com/Portals/2/LiveBlog/Images%20and%20Content/DeathwatchList_3.31.2021.csv

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WisdomTree US MidCap Dividend Fund (DON) 04/23/2021 declared dividend $0.035/sh (1.95% yield)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 04/23/2021 declared a dividend of $ 0.0350 per share payable on April 29, 2021 to shareholders of record as of April 27, 2021. Dividend amount recorded is a decrease of $ 0.0302 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 1.9508670568% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210423/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0350-per-share/

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Water ETFs: $111 Billion For Water Infrastructure $FIW

Summary

  • The Biden jobs bill has $111 billion for water infrastructure. An ETF is a good way to play this without a lot of investment in time.
  • There are a wide range of companies that will benefit, mostly large industrials with relatively small water units. There are a few water pure-plays.
  • Despite some problems with bad inclusions, I prefer FIW right now because of its flatter weighting structure.
  • I will follow up on individual companies, and eventually put together a jobs bill portfolio.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4419906-water-etfs-111-billion-for-water-infrastructure

 

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Up 90%, Consider WisdomTree’s DON of Mid Cap Equities $DON

Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. One fund that further segments the mid cap arena via their dividend-paying prowess is the WisdomTree U.S. MidCap Dividend Fund (DON).

Continue reading at ETF Trends right here: https://www.etftrends.com/smart-beta-channel/up-90-consider-don-of-mid-cap-equities/

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The REIT Special – An Inflation Hedge $REZ

“REITs invest in almost every real estate sector. However, in this edition, we will focus specifically on multifamily, hospitality, industrial, and healthcare. Why? Multifamily and hospitality could see substantial recoveries after 2020. Industrial and healthcare had strong 2020s and could continue to succeed in 2021 and long after.”

Continue reading at FX Empire right here:  https://www.fxempire.com/forecasts/article/the-reit-special-an-inflation-hedge-713834

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WisdomTree Emerging Mkts Smallcap Dividend ETF (DGS) 03/24/2021 declared dividend $0.1086/sh (3.60% yield)

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) on 03/24/2021 declared a dividend of $ 0.1086 per share payable on March 30, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.3789 from last dividend Paid.

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) has paid dividends since 2007, has a current dividend yield of 3.5955500603% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/emerging-mkts-smallcap-divid-fd-wisdomtree-trust-nyse-dgs-declared-a-dividend-of-$0.1086-per-share/

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First Trust Water ETF (FIW) 03/24/2021 declared dividend $0.0599/sh (0.52% yield)

First Trust Water ETF (NYSE:FIW) on 03/24/2021 declared a dividend of $ 0.0599 per share payable on March 31, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.0629 from last dividend Paid.

First Trust Water ETF (NYSE:FIW) has paid dividends since 2007, has a current dividend yield of 0.5153958201% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/first-trust-water-etf-nyse-fiw-declared-a-dividend-of-$0.0599-per-share/

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iShares Residential & Multisector Real Estate ETF (REZ) 03/24/2021 declared dividend $0.4672/sh (2.85% yield)

iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) on 03/24/2021 declared a dividend of $ 0.4672 per share payable on March 31, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.242 from last dividend Paid.

iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) has paid dividends since 2007, has a current dividend yield of 2.8517365456% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/ishares-residential–multisector-real-estate-etf-ishares-trust-nyse-rez-declared-a-dividend-of-$0.4672-per-share/

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WisdomTree US MidCap Dividend ETF (DON) 03/24/2021 declared dividend $0.0652/sh (2.11% yield)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 03/24/2021 declared a dividend of $ 0.0652 per share payable on March 30, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is an increase of $ 0.0502 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.1146495342% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0652-per-share/

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First Trust Value Line Dividend Index Fund (FVD) 03/24/2021 declared dividend $0.1761/sh (2.14% yield)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 03/24/2021 declared a dividend of $ 0.1761 per share payable on March 31, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is a decrease of $ 0.0351 from last dividend Paid.

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) has paid dividends since 2007, has a current dividend yield of 2.1419010162% and has increased its dividends for 5 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.1761-per-share/

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First Trust Dow Jones Global Select Dividend Index ETF declares $0.1074 dividend (1.73% yield) (FGD)

  • First Trust Dow Jones Global Select Dividend Index ETF (NYSEARCA:FGD) declares $0.1074/share quarterly dividend, -69.1% decrease from prior dividend of $0.3481.
  • Forward yield 1.73%
  • Payable March 31; for shareholders of record March 26; ex-div March 25.

Source: https://seekingalpha.com/news/3675981-first-trust-dow-jones-global-select-dividend-index-etf-declares-dividend?utm_source=investing.com&utm_medium=referral

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iShares Morningstar U.S. Equity Style Box ETFs Ticker Symbol Changes & Stock Splits (JKH to IMCG)

NEW YORK–(BUSINESS WIRE)–

BlackRock implemented a series of product enhancements to the iShares Morningstar Style Box ETFs today. The style box suite, composed of nine ETFs, underwent benchmark changes, ticker changes, and expense ratio reductions. Three of the funds also had updates to their fund names and investment objectives. The suite is positioned as the lowest cost style box line-up in the industry.

In addition, BlackRock announced forward share splits for the nine ETFs for shareholders of record as of April 14, 2021, payable after the close of trading on April 16, 2021. These splits will lower the share price and increase the number of outstanding shares. The total value of shares outstanding is not affected and the total value of a shareholder’s investment in the fund is not affected by the forward share split.

Source: https://www.businesswire.com/news/home/20210322005482/en/PRODUCT-UPDATE-iShares-Morningstar-U.S.-Equity-Style-Box-ETFs

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Know What You Own! ETF Deathwatch for February 2021

The ETF Deathwatch list shrank in February. Five exchange-traded products (“ETPs”) were added to the list, and 24 funds were removed. All 24 of those removals were due to increased health, which is no surprise given the strong performance of the S&P 500 Index and the Dow Jones Industrial Average in February. There were no fund closures last month.

Continue reading at Flexible Plan Investments right here: https://www.flexibleplan.com/insights/etf-deathwatch-for-february-2021

Here is the Complete List of 320 ETFs and ETNs on ETF Deathwatch for February 2021: https://www.flexibleplan.com/Portals/2/LiveBlog/Images%20and%20Content/DeathwatchList_2.26.2021.csv

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FTSE RAFI Developed Markets Ex-US Small-Mid ETF (PDN) 03/19/2021 declared dividend $0.1620/sh (1.60% yield)

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) on 03/19/2021 declared a dividend of $ 0.1620 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is a decrease of $ 0.0235 from last dividend Paid.

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) has paid dividends since 2007, has a current dividend yield of 1.5967522860% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/ftse-rafi-dev-mkts-ex-us-small-mid-etf-powershares-global-exchange-traded-fund-trust-nyse-pdn-declared-a-dividend-of-$0.1620-per-share/

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S&P 500 Equal Weight Consumer Staples ETF (RHS) 03/19/2021 declared dividend $0.8608/sh (2.11% yield)

S&P 500 Equal Weight Consumer Staples ETF/Rydex ETF Trust (NYSE:RHS) on 03/19/2021 declared a dividend of $ 0.8608 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is a decrease of $ 0.1135 from last dividend Paid.

S&P 500 Equal Weight Consumer Staples ETF/Rydex ETF Trust (NYSE:RHS) has paid dividends since 2018, has a current dividend yield of 2.1054754257% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/sp-500-equal-weight-consumer-staples-etf-rydex-etf-trust-nyse-rhs-declared-a-dividend-of-$0.8608-per-share/

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Consumer Discretionary Select Sector SPDR (XLY) 03/19/2021 declared dividend $0.2641/sh (0.70% yield)

Consumer Discretionary/Select Sector SPDR Trust (NYSE:XLY) on 03/19/2021 declared a dividend of $ 0.2641 per share payable on March 25, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is a decrease of $ 0.032 from last dividend Paid.

Consumer Discretionary/Select Sector SPDR Trust (NYSE:XLY) has paid dividends since 1999, has a current dividend yield of 0.7010757327% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/consumer-discretionary-select-sector-spdr-trust-nyse-xly-declared-a-dividend-of-$0.2641-per-share/

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S&P 500 Equal Weight Utilities ETF (RYU) 03/19/2021 declared dividend $0.7577/sh (2.98% yield)

S&P 500 Equal Weight Utils ETF/Rydex ETF Trust (NYSE:RYU) on 03/19/2021 declared a dividend of $ 0.7577 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is an increase of $ 0.1147 from last dividend Paid.

S&P 500 Equal Weight Utils ETF/Rydex ETF Trust (NYSE:RYU) has paid dividends since 2018, has a current dividend yield of 2.9803209305% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/sp-500-equal-weight-utils-etf-rydex-etf-trust-nyse-ryu-declared-a-dividend-of-$0.7577-per-share/

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S&P 500 Equal Weight Materials ETF (RTM)03/19/2021 declared dividend $0.6339 (1.44% yield)

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) on 03/19/2021 declared a dividend of $ 0.6339 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is an increase of $ 0.1353 from last dividend Paid.

S&P 500 Equal Weight Matls ETF/Rydex ETF Trust (NYSE:RTM) has paid dividends since 2018, has a current dividend yield of 1.4364498854% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/sp-500-equal-weight-matls-etf-rydex-etf-trust-nyse-rtm-declared-a-dividend-of-$0.6339-per-share/

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Invesco S&P SmallCap 600 Revenue Weighted ETF (RWJ) 03/19/2021 declared dividend $0.1878/sh (0.55% yield)

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) on 03/19/2021 declared a dividend of $ 0.1878 per share payable on March 31, 2021 to shareholders of record as of March 23, 2021. Dividend amount recorded is an increase of $ 0.046 from last dividend Paid.

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) has paid dividends since 2018, has a current dividend yield of 0.5527725220% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210319/invesco-sp-smallcap-600-revenue-etf-oppenheimer-revenue-weighted-etf-trust-nyse-rwj-declared-a-dividend-of-$0.1878-per-share/

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As Rare As The Loch Ness Monster, Equities At A 10 P/E

As Rare As The Loch Ness Monster, Equities At A 10 P/E

By Jeff Weniger of WisdomTree
Saturday, March 6, 2021 6:39 PM EST

“Nessie.” That’s the nickname for the lake-living, reclusive beast that has lured spellbound tourists to a fabled Scottish lake—Loch Ness—for decades. This raging stock market has gotten to such a point that you could be forgiven for thinking the Loch Ness Monster hoax is more believable than claims of spotting a low P/E equity basket these days.

By and large, there is not much you can do if you want a really low P/E in the U.S.—not with the S&P 500 Index loitering around 3,800, its forward P/E at 23.

To get there, you might consider turning to emerging markets (EM).

We have a couple of Funds that own a bunch of inexpensive stocks, the type of Funds you might own when you are decidedly bulled up on value relative to growth.

Here are two of our deepest value ideas: DGS, The WisdomTree Emerging Markets SmallCap Dividend Fund, and DEM, The WisdomTree Emerging Markets High Dividend Fund.

Continue reading at Talk Markets right here: https://talkmarkets.com/content/etfs/as-rare-as-the-loch-ness-monster-equities-at-a-10-pe?post=301100

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Reflation Worries? Snag This Model Portfolio with the DON of ETFs

“There’s increasing chatter concerning the reflation trade, a scenario that brings with it a variety of implications, including potential upside for mid- and small-cap value stocks.

Advisors looking to capitalize on the reflation trade can consider the WisdomTree Core Equity Model Portfolio, which features ample exposure to smaller stocks with value tilts.”

Continue reading at ETF Trends right here: https://www.etftrends.com/model-portfolio-channel/reflation-worries-snag-model-portfolio-don-of-etfs/