Finding Value in ETF's Worth Owning for the Long Haul
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.
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.
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.
Today we accumulated more shares of the iShares Residential and Multisector Real Estate ETF (REZ), (aka REITs). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in REZ right here: 4 Best Long-Term Performance Real Estate Sector ETFs 1.4
Today we trimmed some profits from our ProShares Ultra QQQ (QLD) holdings. Buy $62.44. Sell $108.42. Read why we invest in QLD right here: 4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3
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
Yesterday we accumulated more shares of the iShares U.S. Aerospace & Defense ETF (ITA). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in ITA right here: 4 Best Long-Term Performance Industrials Sector ETFs 1.4
Yesterday we trimmed some profits from our iShares MSCI South Korea ETF (EWY) holdings. Buy $58.32. Sell $83.28. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
International ex-US Value vs U.S. Large Cap Blend (aka S&P 500): January 1995 – November 2020
EFV vs SPY: September 2005 – November 2020
EFV vs SPY: August 5th, 2005 – December 4th, 2020
Continue reading “4 Best Long-Term Performance International Large Cap Value ETFs 1.4”
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
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust (GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in gold at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold
Today we trimmed some profits from our ProShares Ultra QQQ (QLD) holdings. Buy $71.49. Sell $104.36. Read why we invest in QLD right here: 4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3
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
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust
(GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in GLDM at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold
Today we trimmed some profits from our Invesco S&P SmallCap 600 Revenue ETF (RWJ) holdings. Buy $56.58. Sell $75.46. Read why we invest in RWJ right here: 4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.4
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
Today we accumulated more shares of the SPDR® Gold MiniSharesSM Trust
(GLDM). Folks, you’ve gotta buy this stuff when it’s on sale. You can read or listen to why we invest in gold at the Money for the Rest of Us website right here: A Complete Guide to Investing in Gold
Today we trimmed some profits from our iShares MSCI South Korea ETF (EWY) holdings. Buy $58.79. Sell $74.88. Read why we invest in EWY right here: The South Korea ETF With A Long History Of Excellent Returns (EWY) 1.4
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/
Today we trimmed some profits in our Invesco QQQ Trust (QQQ) holdings. Buy $183.02. Sell $294.48. Read why we invest in QQQ right here: 4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.3
Today we accumulated more shares of the First Trust Value Line® Dividend Index Fund (FVD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in FVD right here: 4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.4
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
XLI vs SPY: January 1999 – October 2020
Continue reading “4 Best Long-Term Performance Industrials Sector ETFs 1.4”
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/
Today we accumulated more shares of the ProShares Ultra QQQ (QLD). Folks, you’ve gotta buy this stuff when it’s on sale. Read why we invest in QLD right here: 4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3
Today we started a new position in the Vanguard Small-Cap Growth ETF (VBK). Read why we invest in VBK right here: 4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.4
Today we closed our position in the iShares S&P Small-Cap 600 Growth ETF (IJT). We are not bailing out on U.S. Small Cap Growth equities, we are just changing to a similar fund, the Vanguard Small-Cap Growth ETF (VBK). Read why we invest in VBK right here: 4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.4
XLU vs SPY: January 1999 – October 2020
XLU vs SPY: December 22, 1998 – October 30, 2020
Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.4”
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/
U.S. Small Cap Growth vs U.S. Large Cap Blend (aka S&P 500): January 1972 – October 2020
IJT vs SPY: August 2000 – October 2020
IJT vs SPY: July 27, 2000 – October 30, 2020
Continue reading “4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.4”
