4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.3

  • Asset Category: U.S. Mid Cap Value

  • Long-Term Performance: 12.29% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.09% CAGR

  • Back test timeframe: January 1972 – April 2020

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

  • Long-Term Performance: 8.38% CAGR

  • S&P 500 Performance: 5.65% CAGR

  • Back test timeframe: August 2000 – April 2020

  • Number of ETFs available in this asset class: 31

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

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

IJJ vs SPY: August 2000 – April 2020

IJJ vs SPY: July 28, 2000 – May 22, 2020

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.3”

Know What You Own! ETF Deathwatch for April 2020

The ETF Deathwatch decreased in size in April. Twenty exchange-traded products (“ETPs”) were added to the list, and 34 funds were removed. Twenty-five of those funds were removed due to increased health and nine were due to asset managers closing their funds. That so many funds were removed from the Deathwatch in April was no surprise, considering how strong the major U.S. indexes performed for the month.

Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-april-2020

Here is the Complete List of 385 ETFs and ETNs on ETF Deathwatch for April 2020: http://investwithanedge.com/etf-deathwatch-april-2020

 

WisdomTree US MidCap Div. ETF (DON) declared dividend $0.08/sh (Yield 3.77%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 05/22/2020 declared a dividend of $ 0.0800 per share payable on May 29, 2020 to shareholders of record as of May 27, 2020. Dividend amount recorded is an increase of $ 0.02 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.7658464909% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200522/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0800-per-share/

The Asia / Pacific ETF With A Long History Of Excellent Returns (EPP) 1.3

  • The iShares MSCI Pacific ex Japan ETF (EPP) has an 18-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 0.58% CAGR since November 2001
  • EPP has a current dividend yield of 4.84%

EPP vs SPY: November 2001 – April 2020

EPP vs SPY: October 26, 2001 – May 15, 2020

Continue reading “The Asia / Pacific ETF With A Long History Of Excellent Returns (EPP) 1.3”

4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3

  • Asset Class: Trading – Leveraged Equity

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

  • Long-Term Performance: 21.44% CAGR

  • S&P 500 Performance: 8.32% CAGR

  • Back test timeframe: July 2006 – April 2020

  • Number of ETFs available in this asset class: 103

  • Number of 2X Leveraged ETFs in this asset class that are 10-years old or older: 26

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 9 of the 26 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 – April 2020

Continue reading “4 Best Long-Term Performance Trading – Leveraged Equity ETFs (2X Only) 1.3”

Know What You Own! ETF Deathwatch for March 2020

“The ETF Deathwatch decreased in size in March. Sixteen exchange-traded products (“ETPs”) were added to the list, and 54 funds were removed. Thirty-three of those funds were removed due to increased health and 21 were due to asset managers closing their funds. The low number of additions to the Deathwatch in March comes as a surprise, considering how turbulent the month was for U.S. indexes.”

Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-march-2020

Here is the Complete List of 399 ETFs and ETNs on ETF Deathwatch for March 2020: http://investwithanedge.com/etf-deathwatch-march-2020

 

 

3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3

  • Asset Class: Foreign Small / Mid Value

  • Long-Term Performance: 5.97% (international ex-U.S. small cap)

  • S&P 500 Performance: 8.43% CAGR

  • Back test timeframe: June 1995  – April 2020

  • Number of ETFs available in this asset class: 11

  • Number of ETFs in this asset class that are 10-years old or older: 3

International Ex-U.S. Small Cap vs S&P 500: June 1995 – April 2020

The Deep Value ETF Accumulator rankings for the 3 oldest Foreign Small / Mid Value ETFs:

Continue reading “3 Best Long-Term Performance Foreign Small / Mid Value ETFs 1.3”

Know What You Own! ETF Deathwatch for February 2020

“The ETF Deathwatch decreased in size in February. Four exchange-traded products (“ETPs”) were added to the list, and 35 funds were removed. Twelve of those funds were removed due to increased health and 23 were due to asset managers closing their funds. The major U.S. equity indexes lost more than 10% in the span of a week in late February, so the low number of additions to the Deathwatch in February comes as a surprise.”

Read the full article at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-february-2020

Here is the Complete List of 437 ETFs and ETNs on ETF Deathwatch for February 2020: http://investwithanedge.com/etf-deathwatch-for-february-2020

 

 

WisdomTree Emerging Markets High Dividend ETF: A Dividend Themed ETF To Capitalize On Record Low Valuations

Summary

  • I am bullish on DEM as EM valuations are at extremely compelling levels and I like DEM’s country exposure within the EM space.
  • Dividend themes will be rewarded in the current environment; you get a 6.34% dividend yield via DEM.
  • Over the years, on the monthly charts, DEM has respected the lower boundary of its wedge pattern and has now reached a point where historically it has staged a bounce.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4341781-wisdomtree-emerging-markets-high-dividend-etf-dividend-themed-etf-to-capitalize-on-record-low

DEM: Contrarian Value In EM Stocks ETF With A 6.3% Yield

Summary:
  • DEM invests in emerging market stocks with high dividend yields.
  • Emerging market stocks have underperformed this year amid the global disruptions caused by the coronavirus pandemic.
  • DEM features a large exposure to energy and materials sector stocks which we believe represent value at current levels.
  • We are bullish on DEM given its attractive yield and upside potential.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4339972-dem-contrarian-value-in-em-stocks-etf-6_3-yield

US MidCap Div Fund WisdomTree (DON) declared dividend $0.065/sh (yield 3.93%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 04/20/2020 declared a dividend of $ 0.0600 per share payable on April 24, 2020 to shareholders of record as of April 22, 2020. Dividend amount recorded is a decrease of $ 0.065 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.9336674213% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200420/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0600-per-share/