Posts

Posted on

4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.5

  • Asset Category: International ex-U.S. Small Cap

  • Long-Term Performance: 7.59% CAGR

  • Correlation to U.S. markets: 0.73

  • S&P 500 Performance (US Large Cap Blend): 10.79% CAGR

  • Back test timeframe: January 1995– June 2021

  • Oldest ETF back tested: SPDR® S&P® International Small Cap ETF (GWX)

  • Correlation to U.S. Markets: 0.87

  • Long-Term Performance: 4.29% CAGR

  • S&P 500 Performance: 8.34% CAGR

  • Back test timeframe: May 2007 – June 2021

  • Number of ETFs available in this asset class: 6

  • Number of ETFs in this asset class that are 10-years old or older: 4

International ex-US Small Cap vs U.S. Large Cap Blend: January 1995 – June 2021

GWX vs SPY: May 2007 – June 2021

GWX vs SPY: April 26, 2007 – July 12, 2021

Continue reading “4 Best Long-Term Performance Foreign Small/Mid Blend ETFs 1.5”

Posted on

4 Best Long-Term Performance Health Sector ETFs 1.5

  • Asset Class: Health Sector

  • Oldest ETF back tested: The Health Care Select Sector SPDR® Fund (XLV)

  • Correlation to U.S. Markets: 0.78

  • Long-Term Performance: 8.81% CAGR

  • S&P 500 Performance: 7.64% CAGR

  • Back test timeframe: January 1999 – June 2021

  • Number of ETFs available in this asset class: 45

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

XLV vs SPY: January 1999 – June 2021

XLV vs SPY: December 22, 1998 – July 2, 2021

Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.5”

Posted on

With Consumer Staples, Equal-Weight ETFs Boast Some Advantages $RHS

The equal-weight methodology isn’t just for broad market indices. Invesco boasts a broad lineup of equal-weight sector exchange traded funds, including the Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS).

While the consumer staples sector is typically viewed as defensive and prized for above-average dividend yields, by not being heavily allocated to just a handful of stocks, RHS offers investors the potential to unlock a refreshed view of the normally stodgy sector.

Continue reading at ETF Trends right here: https://www.etftrends.com/etf-education-channel/with-consumer-staples-equal-weight-etfs-boast-some-advantages/

Posted on

4 Best Long Term Performance China Region Equity ETFs 1.5

  • Asset Class: China Region Equities

  • Oldest ETF back tested: PGJ

  • Correlation to U.S. Market: 0.69

  • Long-Term Performance: 10.27% CAGR

  • S&P 500 Performance: 10.12% CAGR

  • Back test timeframe: January 2005 – June 2021

  • Number of ETFs available in this asset class: 48

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

PGJ vs SPY: January 2005 – June 2021

PGJ vs SPY: December 9, 2004 – July 2, 2021

Continue reading “4 Best Long Term Performance China Region Equity ETFs 1.5”

Posted on

Know What You Own! ETF Deathwatch for May 2021

The ETF Deathwatch list remained the same size in May. Twenty-two exchange-traded products (“ETPs”) were added and 22 were removed.

Twenty-one of the products removed were due to improved health. One was delisted.

Two of the products that were added to the list in May were due to low assets under management (“AUM”). The other 20 were due to low trading volume. The low volume in these products could be due to the nature of their investment product. These ETPs may have enough 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-may-2021

Here is a link to the Complete List of 294 ETFs and ETNs on ETF Deathwatch for May 2021: https://www.flexibleplan.com/Portals/2/LiveBlog/Images%20and%20Content/DeathwatchList_5.28.2021.csv

Posted on

ECF: Better Valuation Opening Up On This Little Known Fund

Summary

  • ECF has only 612 Seeking Alpha followers, and relatively speaking, I would classify this as little known.
  • Before my previous coverage earlier this year, the fund had gone over a year and a half without being covered.
  • The fund doesn’t pay the highest distribution, but the returns have been stellar.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4435437-ecf-better-valuation-opening-up-on-this-little-known-fund

Posted on

Why Retirees Are Gravitating Toward ETFs

It’s well-documented that millennials and Gen Z are big on exchange traded funds. Those demographics embrace ETFs for any number of reasons, including broad market diversification, access to thematic investments, tradability, and low fees, among others.

Data suggest retirees are joining the ETF party, too, and that could be to their benefit. A recent BlackRock survey indicates 37% of investors in the 70 and up demographic own ETFs. That’s well ahead of their baby boomer (27%) and Gen X (29%) counterparts, reports Christine Benz for Morningstar.

ETFs are on a torrid pace of asset-gathering this year, and with more folks retiring by the day, those flows could accelerate as workers depart employer-sponsored retirement plans. There are other reasons why retirees are flocking to ETFs.

Continue reading at ETF Trends right here: https://www.etftrends.com/retirement-income-channel/why-retirees-gravitating-toward-etfs/

Posted on

Don This Mid Cap ETF for a More Domestic Look

Investors looking to bet on the ongoing U.S. economic recovery should focus on companies that generate significant percentages of their sales within the confines of U.S. borders.

Thing is, many S&P 500 companies don’t do that. In fact, several sectors in the large-cap equity benchmark depend on international markets for more than half their revenue. That diminishes their leverage to a domestic rebound. However, mid cap stocks often deliver exposure to a rebound in U.S. economic activity and that’s one reason the WisdomTree U.S. MidCap Dividend Fund (NYSEARCA: DON) is higher by 24.79% year-to-date, an advantage more than 1,100 basis points over the S&P 500.

“Among the 331 members of the S&P MidCap 400 that break out foreign and domestic sales, 60% of revenue is from the U.S., compared with a little more than half for the much bigger companies that make up the S&P 500,” reports Bailey Lipschultz for Bloomberg.

Continue reading at ETF Trends right here: https://www.etftrends.com/model-portfolio-channel/don-mid-cap-etf-more-domestic-look/

Posted on

Dimensional just converted $30 billion worth of mutual funds to ETFs. What it could mean for the industry

  • Dimensional Funds on Monday launched four of its mutual funds as ETFs on the New York Stock Exchange, the largest conversion of its kind to date.
  • The move instantly placed Dimensional among the top 15 largest ETF issuers in the United States.
  • The $630 billion firm plans to convert two more mutual funds into ETFs in the fall.

Continue reading at CNBC right here: https://www.cnbc.com/2021/06/15/dimensional-converts-4-key-mutual-funds-to-etfs-co-ceo-unpacks-move.html

Posted on

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

Posted on

4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.4

  • Asset Category: U.S. Mid Cap Growth

  • Long-Term Performance: 10.82% CAGR

  • Correlation to U.S. Markets: 0.95

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – May 2021

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Growth ETF (IJK)

  • Long-Term Performance: 8.78% CAGR

  • Correlation to U.S. Markets:  0.94

  • S&P 500 Performance: 7.31% CAGR

  • Back test timeframe: August 2000 – May 2021

  • Number of ETFs available in this asset class: 34

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

U.S. Mid Cap Growth vs U.S. Large Cap Blend: January 1972 – April 2020

IJK vs SPY: August 2000 – May 2021

IJK vs SPY: July 28, 2000 – May 28, 2021

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.4”