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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

 

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Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3

  • The iShares MSCI Brazil ETF (EWZ) has outperformed an S&P 500 index fund by 1.26% CAGR over the last 19 years
  • This is a single-country emerging market ETF which means it carries more risk than a diversified emerging market fund
  • This article will explore some of the risks and rewards of owning this ETF

EWZ vs S&P 500 index fund: August 2000 – September 2019

Source: https://www.portfoliovisualizer.com/ Continue reading “Weighing the Risks & Rewards of the Brazil ETF (EWZ) 1.3”

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Emerging Markets Are Cheap: This Dividend-Weighted ETF May Beat The Cap-Weighted Index (DGS, DEM)

Summary
  • By all measures emerging market value is the cheapest major asset class as demonstrated in the famous GMO bar chart of asset classes.
  • The quantitative and value-based GMO view is affirmed by a comparison of Vanguard’s emerging markets fund to Vanguard ETFs representing several other asset classes.
  • Emerging value must be backed into by using factors such as high dividend yield and avoiding cap weighting; comparison to Vanguard emerging suggests three funds for consideration.
  • The risks of emerging markets differ from those of other asset classes, but the risks are well known; I suggest reducing China risk with strategies deemphasizing its large tech/internet stocks.
  • The right allocation for emerging value depends upon individual perspective on risk. Around 10% is conservative, but at current valuations up to 20% is OK for an informed risk taker.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4296224-emerging-markets-cheap-dividend-weighted-etf-may-beat-cap-weighted-index

 

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

 

  • The U.S. Small Cap Value asset class has outperformed U.S. Large Cap Blend (S&P 500) by 3.58% CAGR over the last 47 years
  • The oldest U.S. Small Cap Value ETF has outperformed an S&P 500 index fund by 3.77% CAGR over the last 19 years
  • There are 24 U.S. Small Cap Value ETFs available. This article focuses on the 10 oldest ETFs in this category

U.S. Small 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. Small Cap Value ETFs 1.3”