Farewell, Mutual Funds Eventually, ETFs will be the industry standard.

Some 20 years after their 1993 debut, exchange-traded funds had become commonplace. However, several obstacles prevented them from supplanting mutual funds as the Main Street investment. ETFs lacked sales commissions, which limited their appeal to financial advisors. They were almost always passively managed stock portfolios. In addition, several ETFs had behaved erratically during the 2010 flash crash, which raised concerns about the group’s structural stability.

Continue reading at Morningstar right here: https://www.morningstar.com/articles/1018487/farewell-mutual-funds?utm_medium=referral&utm_campaign=linkshare&utm_source=link&fbclid=IwAR3uLHosjuXC-nGLA8zr6jC97zvNmegRPuUB1MjLyYEARbPA3cGBXW-3AAA

US MidCap Divid Fd/WisdomTree Trust (DON) 01/22/2021 declared dividend $0.0100/sh (yield 2.65%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 01/22/2021 declared a dividend of $ 0.0100 per share payable on January 28, 2021 to shareholders of record as of January 26, 2021. Dividend amount recorded is a decrease of $ 0.21 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.6502733231% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210122/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0100-per-share/

What Is an ETF?

Want the ease of stock trading, but diversification benefits of mutual funds? Take a look at exchange-traded funds (ETFs), which combine the best attributes of both assets.

Anna-Louise Jackson, Kevin VoigtNovember 16, 2020

An exchange-traded fund (ETF)  is an investment fund that trades on an exchange, like a stock. ETFs are similar to mutual funds except ETF shares can be bought and sold throughout the trading day. Mutual funds trade only at market close.

ETFs offer the best attributes of two popular assets: They have the diversification benefits of mutual funds while mimicking the ease with which stocks are traded. Like any financial product, ETFs aren’t a one-size-fits-all solution. Evaluate them on their own merits, including management costs and commission fees (if any), how easily you can buy or sell them, and their investment quality.

ETF = Exchange-traded fund

Continue reading at Nerd Wallet right here: https://www.nerdwallet.com/article/investing/what-is-an-etf

Four Emerging Markets ETFs That Have It All: Value, Growth, Quality, Yield – Plus A Note On Alibaba (DEM, DGS)

Summary

  • This article melds Dividend Ideas, Retirement, and Portfolio Strategy; it’s an in-depth look at four emerging market ETFs which combine value, growth, quality, and yield.
  • I made the case for emerging markets in my previous article; this article discusses several EM portfolios, two small caps (one China, one diversified) and two large cap high-div ETFs.
  • Important selection factors include sector allocation levels and country rankings; I prefer Asia and the MSCI index which includes Korea and reduces countries I don’t prefer. Mixed feelings on Russia.
  • All four ETFs have great value: PEs under 10 (US 25), price-to-book of 1 (US 4), average dividend over 4%, growth better than anything in the developed world (including US).
  • Emerging markets are about 60% of global GDP; their weight in the global equity index is 12.5-13%; their average weight in US portfolios is 3%. It’s called home-country bias. Does it make any sense?

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4396153-four-emerging-markets-etfs-all-value-growth-quality-yield-plus-note-on-alibaba

ETFs: 5 Funds For Investing In Water, A Vital Resource (FIW)

Summary

  • Water doesn’t typically get the same focus that I put on other utilities like electric and gas companies.
  • Though, that doesn’t mean that investing in water ETFs doesn’t have its own merits; it certainly does as global demand rises, yet supply doesn’t go up.
  • Several of the funds also fit into the ESG investing category that can provide further thematic investing momentum.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4396237-etfs-5-funds-for-investing-in-water-vital-resource

 

Are you missing out on mid-caps? Six reasons not to!

Mid-cap stocks are the middle child of the stock market. Stuck in that awkward adolescence phase, they’re not as cool as big brother (the S&P 500) but also not as cute as little sister (small-caps).

But do they also deserve to be ignored? (j/k, love you, little brother!) Research by S&P Dow Jones Indices found that from 2003 to 2018 the number of mid-cap mutual funds decreased while the number of large and small-cap funds increased. Yet mid-cap stocks had the best performance over that very time frame!

Mid-cap stocks are shares of companies with market capitalizations between $2-$10 billion, though definitions vary. These companies are large enough to be familiar but small enough for continued growth. From 1972 to 2020, mid-cap stocks beat large- and small-cap stocks by 1.45% and 0.30%, respectively. Mid-caps make up only 10% of the total US stock market. Therefore, to capture their superior returns you must tilt your portfolio.

Investors have historically gone the opposite direction by over-weighting small- and large-cap stocks while avoiding mid-caps. Failing to capitalize on the mid-cap segment of the stock market means you’re likely leaving returns on the table for me to scoop up! 😉

Continue reading at Keep Investing $imple $tupid right here: https://keepinvestingsimplestupid.com/are-you-missing-out-on-mid-caps-six-reasons-not-to/?unapproved=580&moderation-hash=b06ed9e2ba27fc2a3653b517a76bc461#comment-580

First Trust Water ETF (FIW) 12/23/2020 declared dividend $0.1228 (yield 0.56%)

First Trust Water ETF (NYSE:FIW) on 12/23/2020 declared a dividend of $ 0.1228 per share payable on December 31, 2020 to shareholders of record as of December 28, 2020. Dividend amount recorded is an increase of $ 0.0277 from last dividend Paid.

First Trust Water ETF (NYSE:FIW) has paid dividends since 2007, has a current dividend yield of 0.5649717450% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201223/first-trust-water-etf-nyse-fiw-declared-a-dividend-of-$0.1228-per-share/

First Tr Dow Jones Global Select Dividend Index Fd (FGD) 12/23/2020 declared dividend $0.3481/sh (yield 6.18%)

First Tr Dow Jones Global Select Dividend Index Fd/First Trust Exchange-Traded Fund II (NYSE:FGD) on 12/23/2020 declared a dividend of $ 0.3481 per share payable on December 31, 2020 to shareholders of record as of December 28, 2020. Dividend amount recorded is an increase of $ 0.1065 from last dividend Paid.

First Tr Dow Jones Global Select Dividend Index Fd/First Trust Exchange-Traded Fund II (NYSE:FGD) has paid dividends since 2007, has a current dividend yield of 6.1756634712% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201223/first-tr-dow-jones-global-select-dividend-index-fd-first-trust-exchange-traded-fund-ii-nyse-fgd-declared-a-dividend-of-$0.3481-per-share/

First Trust Value Line Dividend Index Fund (FVD) 12/23/2020 declared dividend $0.2112/sh (2.34%)

First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 12/23/2020 declared a dividend of $ 0.2112 per share payable on December 31, 2020 to shareholders of record as of December 28, 2020. Dividend amount recorded is an increase of $ 0.0246 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 2.3396880627% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201223/first-trust-value-line-dividend-index-fund-first-trust-value-line-dividend-index-fund-nyse-fvd-declared-a-dividend-of-$0.2112-per-share/

Vanguard Extended Duration Treasury ETF declares monthly distribution of $0.7703 (yield 1.98%)

  • Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV) – $0.7703, LTCG of $3.9889 and STCG of $1.3454
  • 30-Day SEC Yield of 1.59% as of Dec. 18.
  • Payable Dec 29; for shareholders of record Dec 24; ex-div Dec 23.

Source: https://seekingalpha.com/news/3646788-vanguard-extended-duration-treasury-etf-declares-monthly-distribution-of-0_7703

FPX: A Diversified Approach To IPO Investing

Summary

  • FPX has benefited from strong momentum among high-growth IPO stocks in recent years.
  • While FPX has outperformed the broader market with an impressive 45% return in 2020, the fund has trailed the competitor ‘IPO ETF’ which is more concentrated on smaller companies.
  • We like the diversification of FPX which helps balance its risk and may ultimately prove to be the superior IPO investing strategy over the long-run.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4394968-fpx-diversified-approach-to-ipo-investing

WisdomTree Emerging Markets High Dividend Fd (DEM) 12/18/2020 declared dividend $0.2927/sh (yield 4.16%)

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 12/18/2020 declared a dividend of $ 0.2927 per share payable on December 24, 2020 to shareholders of record as of December 22, 2020. Dividend amount recorded is a decrease of $ 0.6473 from last dividend Paid.

Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 4.1576542854% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201218/emerging-markets-high-dividend-fd-wisdomtree-trust-nyse-dem-declared-a-dividend-of-$0.2927-per-share/

WisdomTree US MidCap Divid Fd (DON) 12/18/2020 declared dividend $0.22/sh (yield 2.77%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 12/18/2020 declared a dividend of $ 0.2200 per share payable on December 24, 2020 to shareholders of record as of December 22, 2020. Dividend amount recorded is an increase of $ 0.165 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.7690553665% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201218/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.2200-per-share/

WisdomTree Emerging Mkts Smallcap Divid Fd (DGS) 12/18/2020 declared dividend $0.4875/sh (yield 3.69%)

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) on 12/18/2020 declared a dividend of $ 0.4875 per share payable on December 24, 2020 to shareholders of record as of December 22, 2020. Dividend amount recorded is a decrease of $ 0.1425 from last dividend Paid.

Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) has paid dividends since 2007, has a current dividend yield of 3.6889541149% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201218/emerging-mkts-smallcap-divid-fd-wisdomtree-trust-nyse-dgs-declared-a-dividend-of-$0.4875-per-share/

3 Dividend-Paying ETFs to Consider Adding to You Portfolio (DEM)

Vanguard High Dividend Yield ETF(NYSE:VYM): While the stock markets are hovering around all-time-high levels, the U.S. economy is still uncertain, hamstrung by not knowing when exactly the COVID-19 pandemic will abate, and business and commerce will return to pre-pandemic activity. This is driving some anxiety among investors who would love to lock in a steady source of income. So, we think it may now be wise for them to invest in dividend-paying ETFs, such as Vanguard High Dividend Yield ETF (VYM), Vanguard Real Estate ETF (VNQ) and WisdomTree Emerging Markets High Dividend Fund (DEM), which stand out for their exceptional dividend yields.
— Read on stocknews.com/news/vym-vnq-dem-3-dividend-paying-etfs-to-consider-adding-to-you-portfolio/

iShares MSCI Pacific ex Japan ETF (EPP) 12/11/2020 declared dividend $0.5466/sh (yield 2.29%)

iShares MSCI Pacific ex Japan ETF/iShares Inc. (NYSE:EPP) on 12/11/2020 declared a dividend of $ 0.5466 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is an increase of $ 0.0033 from last dividend Paid.

iShares MSCI Pacific ex Japan ETF/iShares Inc. (NYSE:EPP) has paid dividends since 2001, has a current dividend yield of 2.2889542580% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201211/ishares-msci-pacific-ex-japan-etf-ishares-inc.-nyse-epp-declared-a-dividend-of-$0.5466-per-share/

iShares MSCI Sweden ETF (EWD) 12/11/2020 declared dividend $0.2946/sh (yield 0.98%)

iShares MSCI Sweden ETF/iShares Inc. (NYSE:EWD) on 12/11/2020 declared a dividend of $ 0.2946 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is an increase of $ 0.1991 from last dividend Paid.

iShares MSCI Sweden ETF/iShares Inc. (NYSE:EWD) has paid dividends since 1996, has a current dividend yield of 0.9838546515% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201211/ishares-msci-sweden-etf-ishares-inc.-nyse-ewd-declared-a-dividend-of-$0.2946-per-share/