Best And Worst Q4 2019: Consumer Non-Cyclicals ETFs And Mutual Funds (RHS)

Summary

  • The Consumer Non-cyclicals sector ranks second in Q4’19.
  • Based on an aggregation of ratings of the 137 stocks in the Consumer Non-cyclicals sector.
  • RHS is our top-rated Consumer Non-cyclicals ETF and FIJCX is our top-rated Consumer Non-cyclicals mutual fund.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4303701-best-worst-q4-2019-consumer-non-cyclicals-etfs-mutual-funds

 

Best And Worst Q4 2019: Consumer Cyclicals ETFs And Mutual Funds (XLY)

Summary

  • The Consumer Cyclicals sector ranks eighth in Q4’19.
  • Based on an aggregation of ratings of the 445 stocks in the Consumer Cyclicals sector.
  • XLY is our top-rated Consumer Cyclicals ETF and FSRPX is our top-rated Consumer Cyclicals mutual fund.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4303205-best-worst-q4-2019-consumer-cyclicals-etfs-mutual-funds

 

4 Best Long-Term Performance U.S. Small Cap Growth ETFs 1.3

  • The U.S. Small Cap Growth asset class has slightly trailed the performance of U.S. Large Cap Blend by 0.43% CAGR over the last 47 years
  • The oldest U.S. Small Cap Growth ETF has outperformed an S&P 500 index fund by 3.13% CAGR over the last 19 years
  • There are 18 ETFs in the U.S. Small Cap Growth category. 7 of these have been available for 10 years or longer
  • This article compares the past performance of these 7 older ETFs

U.S. Small Cap Growth vs U.S. Large Cap Blend (aka the S&P 500)

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

4 Best Long-Term Performance Consumer Staples Sector ETFs 1.3

  • The oldest Consumer Staples Sector ETF has outperformed an S&P 500 index fund by 0.13% CAGR, while being less volatile and having a low correlation to the US equity markets
  • There are 16 ETFs to pick from in the Consumer Staples category
  • 8 of these Consumer Staples Sector ETFs have been available for 10 years or longer
  • This article focuses on the long-term performance of these 8 older ETFs

XLP vs S&P 500 Index Fund: January 1999 – September 2019

Source: https://www.portfoliovisualizer.com/

Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.3”

Looking Back at the 19-Year Performance of the South Korea ETF (EWY) 1.3

  • The iShares MSCI South Korea ETF (EWY)  has been available for 19 years. Inception date: May 9, 2000
  • Since inception, this single-country ETF has outperformed an S&P 500 index fund by 0.96 CAGR
  • EWY is considered an Emerging Market fund and carries a standard deviation measure of volatility similar to other emerging markets. EWY = 28.76%. S&P 500 fund = 14.47%
  •  EWY has relatively low correlation to U.S. Markets at 0.73

EWY vs S&P 500 Index Fund: June 2000 – September 2019

Source: https://www.portfoliovisualizer.com/

Continue reading “Looking Back at the 19-Year Performance of the South Korea ETF (EWY) 1.3”

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

  • The U.S. Large Cap Value asset class has outperformed U.S. Large Cap Blend by 0.96% CAGR over the last 47 years
  • The oldest Large Cap Value ETF has outperformed an S&P 500 index fund by 0.98% CAGR over the last 21 years
  • There are 96 ETFs available in the Large Cap Value category. This article focuses on the 24 that have been available for 10 years or longer

U.S. Large Cap Value vs U.S. Large Cap Blend: January 1972 – September 2019

Source: https://www.portfoliovisualizer.com/ Continue reading “4 Best Long-Term Performance U.S. Large Cap Value ETFs 1.3”

WisdomTree US MidCap Div Fund (DON) on 10/21/2019 declared a dividend of $0.05 per/sh (Yield 2.32%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 10/21/2019 declared a dividend of $ 0.0500 per share payable on October 25, 2019 to shareholders of record as of October 23, 2019. Dividend amount recorded is a decrease of $ 0.045 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.32% and has increased its dividends for 5 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191021/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0500-per-share/

Know What You Own! ETF Deathwatch for September 2019

The ETF Deathwatch list increased in September. Twenty-five exchange-traded products (“ETPs”) were added to the list and 12 funds were removed. Of the removals, 10 were removed due to increased health and two were due to asset managers closing their funds. September was a fairly sideways period in the equity markets, so the increase in the number of funds on the ETF Deathwatch list doesn’t come as a surprise.

Continue reading at Invest With An Edge right here: http://investwithanedge.com/etf-deathwatch-for-september-2019

Here is the Complete List of 481 ETFs and ETNs on ETF Deathwatch for September 2019: http://investwithanedge.com/etf-deathwatch-september-2019