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4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.4

  • Asset Class: Diversified Emerging Markets

  • Most Popular ETF back tested: iShares MSCI Emerging Markets ETF (EEM)

  • Correlation to U.S. Stock Market: 0.79

  • Long-Term Performance: 10.89% CAGR

  • S&P 500 Performance: 10.32% CAGR

  • Back test timeframe: May 2003  – January 2021

  • Number of ETFs available in this asset class: 78

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

EEM vs SPY: May 2003 – January 2021

EEM vs SPY: April 11, 2003 – February 5, 2021

Continue reading “4 Best Long-Term Performance Diversified Emerging Markets ETFs 1.4”

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

The Long Goodbye

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

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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/

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The New Zealand ETF: A Ten Year History Of Good Returns (ENZL) 1.4

  • The iShares MSCI New Zealand ETF (ENZL) has a 10-year history of good returns

  • ENZL has a relatively low U.S. market correlation of 0.68

  • ENZL has a CAGR of 14.18 since inception (September 1, 2010)

  • ENZL has a current 12-month trailing dividend yield of 1.67%

ENZL vs SPY: October 2010 – December 2020

Continue reading “The New Zealand ETF: A Ten Year History Of Good Returns (ENZL) 1.4”

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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

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.4

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – December 2020

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 23

XLB vs SPY: January 1999 – December 2020

XLB vs SPY: December 22, 1998 – January 8, 2021

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

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4 Best Long-Term Performance Miscellaneous Sector ETFs 1.4

  • Asset Class: Miscellaneous Sector

  • Best performing ETF back tested: First Trust Water ETF (FIW)

  • Correlation to U.S. Stock Market: 0.90

  • Long-Term Performance: 10.38% CAGR

  • S&P 500 Performance: 9.01% CAGR

  • Back test timeframe: June 2007 – December 2020

  • Number of ETFs available in this asset class: 29

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

FIW vs SPY: May 11, 2007 – January 8, 2021

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

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 10.75% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1972 – December 2020

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 9.27% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.00% CAGR

  • Back test timeframe: April 1999 – December 2020

  • Number of ETFs available in this asset class: 62

  • Number of ETFs in this asset class that are 10-years old or older: 19

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020

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