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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”

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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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The New Germany Fund (GF), A 28-Year History Of Good Returns 1.4

  • The New Germany Fund, Inc. (GF) has a 28-year record of good returns

  • GF correlation to U.S. Stock Market: 0.78

  • GF has outperformed an S&P 500 ETF by 0.66% CAGR since February 1993

  • GF has a current dividend yield of 4.74%

  • GF has a current discount to NAV of -13.72%

  • Fund Structure: CEF (Closed End Fund)

GF vs SPY: February 1993 – April 2021

GF vs SPY: January 29, 1993 – May 14, 2021

Continue reading “The New Germany Fund (GF), A 28-Year History Of Good Returns 1.4”

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4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.4

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.88

  • Long-Term Performance: 10.30% CAGR

  • S&P 500 Performance: 7.56% CAGR

  • Back test timeframe: January 1999 – April 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 14

XLY vs SPY: January 1999 – April 2021

XLY vs SPY: December 22, 1998 – May 7, 2021

Continue reading “4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.4”

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4 Best Long-Term Performance Technology Sector ETFs 1.4

  • Asset Class: Technology Sector

  • Oldest ETF back tested: The Technology Select Sector SPDR® Fund (XLK)

  • Correlation to U.S. Markets: 0.85

  • Long-Term Performance: 7.97% CAGR

  • S&P 500 Performance: 7.56% CAGR

  • Back test timeframe: January 1999 – April 2021

  • Number of ETFs available in this asset class: 82

  • Number of ETFs in this asset class that are 10-years old or older: 21

XLK vs SPY: January 1999 – April 2021

Continue reading “4 Best Long-Term Performance Technology Sector ETFs 1.4”

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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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Accumulated U.S. Mid Cap Growth Equities $IMCG 4-19-21

Yesterday we accumulated more shares of the iShares Morningstar Mid-Cap Growth ETF (IMCG). We didn’t buy these shares on sale this time; these shares were bought due to forgetting that this ETF was splitting on the same day as our regular Monday buy order. Lesson learned; pay attention to splits. Note: IMCG was previously listed as ticker symbol JKH. Read why we invest in IMCG right here: 4 Best Long-Term Performance U.S. Mid Cap Growth ETFs 1.3

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

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.62% CAGR

  • Back test timeframe: January 1972 – March 2021

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

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.66% CAGR

  • S&P 500 Performance: 7.07% CAGR

  • Back test timeframe: August 2000 – March 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2021

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

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The Asia / Pacific ETF With A 19-Year History Of Good Returns (EPP) 1.4

  • The iShares MSCI Pacific ex Japan ETF (EPP) has an 19-year record of good returns
  • EPP has a relatively low U.S. market correlation of 0.81
  • EPP has outperformed an S&P 500 ETF by 0.63% CAGR since November 2001
  • EPP has a current dividend yield of 2.18%

EPP vs SPY: November 2001 – March 2021

Continue reading “The Asia / Pacific ETF With A 19-Year History Of Good Returns (EPP) 1.4”

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4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.4

  • Asset Class: Trading – Leveraged Equity

  • Oldest ETF back tested: ProShares Ultra QQQ (QLD)

  • Long-Term Performance: 25.77% CAGR

  • S&P 500 Performance: 10.20% CAGR

  • Correlation to US Stock Market: 0.92

  • Back test timeframe: July 2006 – March 2021

  • Number of ETFs available in this asset class: 87

  • Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 29

WARNING! Leveraged ETFs are high risk complex financial instruments. Please do not trade or invest in any leveraged product until you thoroughly understand the risks involved. Additionally, all but 12 of the 29 ETFs researched in this article failed to outperform a non-leveraged S&P 500 index fund; meaning that most of these products are simply not worth the risk of holding them for longer than a day or so. They are intended to be used as trading vehicles, not investment vehicles. Buyer beware!

QLD vs SPY: July 2006 – March 2021

Continue reading “4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.4”

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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/