Finding Value in ETF's Worth Owning for the Long Haul
Articles from sources other than The Deep Value ETF Accumulator
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) on 12/11/2020 declared a dividend of $ 0.0400 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is a decrease of $ 0.0395 from last dividend Paid.
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) has paid dividends since 2004, has a current dividend yield of 0.0948047042% and has increased its dividends for 1 successive years.
iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) on 12/11/2020 declared a dividend of $ 0.7092 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is an increase of $ 0.2385 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 3.2262907028% and has increased its dividends for 0 successive years.
iShares MSCI South Korea ETF/iShares Inc. (NYSE:EWY) on 12/11/2020 declared a dividend of $ 0.6303 per share payable on December 18, 2020 to shareholders of record as of December 15, 2020. Dividend amount recorded is a decrease of $ 0.6773 from last dividend Paid.
iShares MSCI South Korea ETF/iShares Inc. (NYSE:EWY) has paid dividends since 2001, has a current dividend yield of 1.5175237656% and has increased its dividends for 1 successive years.
As smaller stocks surge, advisors are looking for quality solutions to position client portfolios for a rally that could be lengthy.
— Read on www.etftrends.com/model-portfolio-channel/do-your-equities-need-sprinkle-of-mid-caps/
Understand how ETFs track benchmarks to control countries, size of companies in your portfolio and choose the best international ETFs for your Equity Portfolio
— Read on bankeronwheels.com/best-international-etfs/
401(k)s have their advantages, but you can still reach your retirement goals without one. Here’s how.
— Read on www.azcentral.com/story/money/personalfinance/retirement/2020/12/06/how-to-retire-no-401-k-plan-ira/43255649/
Foreign small- and midcap companies could be early beneficiaries of the postcoronavirus recovery.
— Read on www.barrons.com/articles/7-globetrotting-funds-that-focus-on-smaller-companies-51607263200
Crashing a $5.2 Trillion Party: Debut ETF Issuers Hit Record
— Read on www.bloomberg.com/amp/news/articles/2020-12-02/crashing-a-5-2-trillion-party-etf-world-sees-record-new-firms
By John Welling, Director, Equity Indices, S&P Dow Jones Indices
Key to evaluating core international equity benchmarks is an understanding of the country exposures offered. Developed and emerging market country classification differences between index providers may lead to notable geographic exposure differences across market segments. One of the most meaningful instances of this involves South Korea, which S&P DJI has classified as a developed market since 2001, while MSCI continues to classify the country as an emerging market.[1]
Continue reading at ETF Trends right here: https://www.etftrends.com/is-south-korea-crowding-your-emerging-markets-allocation/
Latest attempt by Dimensional could be start of ‘significant trend’ if move proves to be successful…
“If you are worried about cannibalisation, you can eat your young or someone else will. It’s your choice. ETFs are bleeding assets out of the mutual fund industry”
— Read on www.ft.com/content/7a6da469-b2d7-4ad4-b857-b3049752efb6
Established market wisdom suggests small cap companies tend to outperform large ones over the long-run.
However, the past decade has mostly seen small-caps lag large-caps, especially in the US. For example, over the past ten years, the compound annual growth rate for the small-cap Russell 2000 index is about 7.5%, while it is over 10.5% for the broader S&P 500.
That means that $1,000 invested in exchange-traded funds (ETFs) ten years ago such as the iShares Russell 2000 ETF (NYSE:IWM) that tracks the Russell 2000 index and in the SPDR S&P 500 (NYSE:SPY) that tracks the S&P 500 would be around $2,100 and $2,700, respectively.
Yet, lately, there has been more positive momentum in small-caps. For November, the Russell 2000 is up over 15%, whereas the S&P has increased by only around 10%.
Thus, now may be a good time to look at exchange-traded funds with small-cap exposure. Earlier in the year, in addition to IWM, we also discussed the Vanguard Small-Cap Growth Index Fund ETF Shares (NYSE:VBK).
Those looking to invest in small caps with added diversification advantages may consider small caps listed on overseas markets. Research by Meketa Investment Group highlights the benefits of investing in international small caps, saying:
“Because of the benefits of diversification, investors generally experience lower overall volatility if they invest in foreign markets… [S]maller companies may provide investors with exposure to newer developing goods, technologies, or services. For the period 1975 through 2018, small capitalization developed international stocks returned 11.0% per annum versus 9.8% for large capitalization developed international stocks.”
Here is an ETF for exposure to small caps with a non-US and non-China international focus:
iShares MSCI EAFE Small-Cap ETF
Current Price: $63.67
52-Week Range: $7.73 – $63.95
Dividend Yield: 2.82%
Expense Ratio: 0.40%
The iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) offers access to small-caps in Europe, Australia, Asia and the Far East. Businesses from Japan have the highest weighting (20.79%), followed by the UK (17.29%), Australia (8.74%), Sweden (7.34%), Germany (5.41%), and Switzerland (5.33%), among others. The fund started trading in 2007.
Continue reading at Investing.com right here: https://www.investing.com/analysis/international-small-cap-without-exposure-to-the-us-or-china-200544982
Summary
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4390890-vanguard-small-cap-growth-etf-passively-invest-peter-lynchs-principles
A towering name in mutual funds enters the ETF space.
— Read on www.etf.com/sections/daily-etf-watch/dfa-takes-stage-etfs
Emerging markets will double their share of global capital markets by 2030.
– Credit Suisse
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4390177-wisdomtree-emerging-markets-smallcap-dividend-fund-ideal-conditions-and-valuations
Regardless of who ends up as president at the start of 2021, China will move forward with its ambitious plan of self-reliance.
— Read on www.etftrends.com/innnovative-etfs-channel/get-qqq-like-tech-exposure-to-china-with-cqqq/
As coronavirus cases start to rack up again and geopolitical events take hold of North America, getting international exposure requires an even more discerning eye.
— Read on www.etftrends.com/equity-etf-channel/scz-etf-international-exposure-without-u-s-china/
The Invesco SP 500 Equal Weight Utilities ETF (RYU) was launched on 11/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities – Broad segment of the equity market.
— Read on www.nasdaq.com/articles/should-you-invest-in-the-invesco-sp-500-equal-weight-utilities-etf-ryu-2020-11-08
Exchange traded fund investors may be missing out on an opportunity in the small- and mid-cap international equity market segment.
— Read on www.etftrends.com/innovative-etfs-channel/dont-forget-about-international-small-mid-cap-etfs/
The Securities and Exchange Commission recently passed new regulations concerning the use of derivatives in retail-friendly products.
— Read on etfdb.com/leveraged-inverse-channel/new-sec-rules-pave-way-for-leveraged-etfs/
Latest Dividend News and Announcements for US MidCap Divid Fd/WisdomTree Trust (NYSE:DON).
— Read on www.dividendinvestor.com/dividend-news/20201026/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0700-per-share/
BlackRock’s iShares unit reduced expense ratios and enacted splits on several of its ETFs.
— Read on www.etf.com/sections/daily-etf-watch/ishares-etfs-undergo-splits-fee-reductions
At $134 billion, the Qs, as it is known across Wall Street, has grown to become one of the biggest exchange-products in the world and accounts for roughly 42% of Invesco’s ETF assets.
— Read on www.wsj.com/articles/invesco-to-launch-four-new-funds-tied-to-flagship-qqq-tech-etf-11602592229
Despite the underperformance of international investments over the past decade, I still think it
— Read on www.moneyshow.com/articles/dailyguru-55205/best-bets-for-foreign-exposure/
Rethink Any Assumptions About International Small And Mid Caps $PDN $DGS $SCZ
Summary
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4378071-rethink-assumptions-international-small-and-mid-caps
iShares Announces 2-for-1 Stock Split of iShares S&P Small-Cap 600 Growth ETF (IJT)
“The Board has approved a 2-for-1 split for this fund for the shareholders of record as of the close of business on October 14, 2020, payable after the close of trading on October 16, 2020. The 2-for-1 split will lower the share price and increase the number of outstanding shares. The total value of shares outstanding is not affected by the split. For more information, please contact 1-800-iShares (474-2737).”
With so much emphasis on clean energy and traditional utilities assets, water investing may be getting lost in the shuffle, but that doesn’t diminish a compelling opportunity set with exchange traded funds, such as the First Trust ISE Water ETF (NYSEArca: FIW). The $544.35 million FIW is more than 13 years old and tracks the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/get-refreshed-with-a-water-etf-2020-10-07
Many investors are overlooking the opportunities found in international ETFs. These five in particular are worth your attention.
— Read on investorplace.com/2020/10/5-of-the-best-international-etfs-to-buy-for-diversification/
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1?
— Read on www.ifa.com/articles/large_charge_giant_firms_atop_market_nothing_40/
Vanguard’s Total International Stock Index Fund Admiral Shares (VTIAX) is popular for investors who are trying to keep it simple and get international stock exposure. But, is VTIAX the best option? In my previous post, I showed that VTIAX can be easily outperformed by simply dividing it into developed &
— Read on keepinvestingsimplestupid.com/vtiax-vs-international-value-growth/
Summary
Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4376653-edv-fiscal-stimulus-is-short-term-negative-long-term-positive?utm_source=dashboard.stck.pro&utm_medium=referral
Once the world’s most successful mutual fund, the Fidelity Magellan Fund will soon be available in an ETF wrapper.
— Read on www.etf.com/sections/daily-etf-watch/fidelity-repackaging-magellan-etf
First Tr Dow Jones Global Select Dividend Index Fd/First Trust Exchange-Traded Fund II (NYSE:FGD) on 09/23/2020 declared a dividend of $ 0.2416 per share payable on September 30, 2020 to shareholders of record as of September 25, 2020. Dividend amount recorded is a decrease of $ 0.0502 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 7.2628479004% and has increased its dividends for 3 successive years.
AdvisorShares Dorsey Wright ADR ETF/AdvisorShares Trust (NYSE:AADR) on 09/23/2020 declared a dividend of $ 0.0667 per share payable on September 30, 2020 to shareholders of record as of September 25, 2020. Dividend amount recorded is an increase of $ 0.0582 from last dividend Paid.
AdvisorShares Dorsey Wright ADR ETF/AdvisorShares Trust (NYSE:AADR) has paid dividends since 2010, has a current dividend yield of 0.4890551567% and has increased its dividends for 1 successive years.
First Trust Value Line Dividend Index Fund/First Trust Value Line Dividend Index Fund (NYSE:FVD) on 09/23/2020 declared a dividend of $ 0.1866 per share payable on September 30, 2020 to shareholders of record as of September 25, 2020. Dividend amount recorded is a decrease of $ 0.0346 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 2.5550942421% and has increased its dividends for 4 successive years.
Style Box ETF report for JKH
— Read on finance.yahoo.com/news/ishares-morningstar-midcap-growth-etf-102010291.html
Latest Dividend News and Announcements for First Trust Water ETF (NYSE:FIW).
— Read on www.dividendinvestor.com/dividend-news/20200923/first-trust-water-etf-nyse-fiw-declared-a-dividend-of-$0.0951-per-share/
iShares U.S. Aerospace & Defense ETF/iShares Trust (BATS:ITA) on 09/22/2020 declared a dividend of $ 0.4084 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is a decrease of $ 0.0097 from last dividend Paid.
iShares U.S. Aerospace & Defense ETF/iShares Trust (BATS:ITA) has paid dividends since 2006, has a current dividend yield of 1.6283584833% and has increased its dividends for 4 successive years.
iShares S&P Small-Cap 600 Growth ETF/iShares Trust (NASDAQ:IJT) on 09/22/2020 declared a dividend of $ 0.3868 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is an increase of $ 0.0809 from last dividend Paid.
iShares S&P Small-Cap 600 Growth ETF/iShares Trust (NASDAQ:IJT) has paid dividends since 2000, has a current dividend yield of 0.9272137284% and has increased its dividends for 2 successive years.
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) on 09/22/2020 declared a dividend of $ 0.0795 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is a decrease of $ 0.0447 from last dividend Paid.
iShares Morningstar Mid-Cap Growth ETF/iShares Trust (NYSE:JKH) has paid dividends since 2004, has a current dividend yield of 0.2293874472% and has increased its dividends for 1 successive years.
iShares Residential & Multisector Real Estate ETF/iShares Trust (NYSE:REZ) on 09/22/2020 declared a dividend of $ 0.4707 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is an increase of $ 0.0045 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 3.4362547398% and has increased its dividends for 0 successive years.
Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) on 09/21/2020 declared a dividend of $ 0.9400 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is an increase of $ 0.475 from last dividend Paid.
Emerging Markets High Dividend Fd/WisdomTree Trust (NYSE:DEM) has paid dividends since 2007, has a current dividend yield of 4.9224181175% and has increased its dividends for 3 successive years.
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 09/21/2020 declared a dividend of $ 0.0550 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is a decrease of $ 0.015 from last dividend Paid.
US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.0837004185% and has increased its dividends for 6 successive years.
Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) on 09/21/2020 declared a dividend of $ 0.6300 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is an increase of $ 0.05 from last dividend Paid.
Emerging Mkts Smallcap Divid Fd/WisdomTree Trust (NYSE:DGS) has paid dividends since 2007, has a current dividend yield of 3.8568770885% and has increased its dividends for 4 successive years.
Current Yield to Maturity for different Bond ETF Categories and Time Horizons. Inflation is annualized over the period. As you can see, broadly speaking the longer the horizon the higher the return / inflation. However, Intermediate High Yield is more risky than Long Term Corporate Bonds (Investment Grade). Source: Bankeronwheels.com
CONTINUE READING AT BANKERONWHEELS RIGHT HERE: https://bankeronwheels.com/best-bond-etfs/
The ETF Deathwatch decreased in size in August compared to July. Twenty-six exchange-traded products (“ETPs”) were added to the list, and 40 funds were removed, making August a busier month in terms of removals. Of those that were removed, 13 were due to increased health and 27 were due to asset managers closing their funds. The high number of additions to the Deathwatch in August was expected, considering the strong performance of the major U.S. indexes for the month.
Read on at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-august-2020
Here is the Complete List of 377 ETFs and ETNs on ETF Deathwatch for August 2020: http://investwithanedge.com/etf-deathwatch-august-2020
This website supports the Risk Parity Radio podcast. RPR is a personal finance podcast about investing. The purpose of the RPR podcast is to explore risk-parity inspired portfolios comprised of uncorrelated or negatively correlated asset classes.
— Read on www.riskparityradio.com/
Negativity Is Not an Investment Strategy
— Read on awealthofcommonsense.com/2020/09/negativity-is-not-an-investment-strategy/
Black Bears are friendly but you need to understand that running away from a Grizzly won’t help you – how to take advantage of a recession
— Read on bankeronwheels.com/how-to-take-advantage-of-a-recession/
$FIW $PIO War for Water Worldwide – GuerillaStockTrading
— Read on www.guerillastocktrading.com/fiw-pio-war-for-water-worldwide/
The markets had another mixed week last week, driven downward by weakness in the tech sector. After noting the high risk in the market several weeks ago, this week the Viper Report’s Tom Aspray shares his overall market outlook and downside targets for the tech sector.
— Read on www.forbes.com/sites/tomaspray/2020/09/20/how-far-will-tech-decline/