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Best And Worst Q3 2019: Mid-Cap Value ETFs And Mutual Funds (DON)

Summary:
  • The Mid Cap Value style ranks seventh in Q3’19.
  • Based on an aggregation of ratings of nine ETFs and 178 mutual funds in the Mid Cap Value style.
  • ONEY is our top-rated Mid Cap Value style ETF and FIDFX is our top-rated Mid Cap Value style mutual fund.

Read on at Seeking Alpha right here: https://seekingalpha.com/article/4293485-best-worst-q3-2019-mid-cap-value-etfs-mutual-funds

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4 Best Long-Term Performance Energy Sector ETFs 1.3

  •  The oldest Energy Sector ETF is The Energy Select Sector SPDR® Fund (XLE). It has outperformed an S&P 500 index fund by 0.28% CAGR since inception.
  •  There are 27 ETFs in the Morningstar Energy Equity category. 14 of these funds have inception dates before September 22, 2009
  •  This article focuses on the long-term returns of these 14 older Energy Sector ETFs

XLE vs S&P 500 Index Fund: January 1999 – August 2019

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

XLE vs SPY: December 22, 1998 – September 20, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.3”

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Invesco S&P SmallCap 600 Revenue ETF $RWJ on 09/20/2019 declared a dividend of $0.2247/sh (1.20% Yield)

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) on 09/20/2019 declared a dividend of $ 0.2247 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is an increase of $ 0.0758 from last dividend Paid.

Invesco S&P SmallCap 600 Revenue ETF/Oppenheimer Revenue Weighted ETF Trust (NYSE:RWJ) has paid dividends since 2018, has a current dividend yield of 1.20% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/invesco-sp-smallcap-600-revenue-etf-oppenheimer-revenue-weighted-etf-trust-nyse-rwj-declared-a-dividend-of-$0.2247-per-share/

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FTSE RAFI Dev Mkts Ex-US Small-Mid ETF $PDN on 09/20/2019 declared a dividend of $0.2543/sh (2.49% Yield)

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) on 09/20/2019 declared a dividend of $0.2543 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is a decrease of $ 0.0678 from last dividend Paid.

FTSE RAFI Dev Mkts Ex-US Small-Mid ETF/PowerShares Global Exchange Traded Fund Trust (NYSE:PDN) has paid dividends since 2007, has a current dividend yield of 2.49% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/ftse-rafi-dev-mkts-ex-us-small-mid-etf-powershares-global-exchange-traded-fund-trust-nyse-pdn-declared-a-dividend-of-$0.2543-per-share/

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S&P 500 Equal Weight Consumer Staples ETF $RHS on 09/20/2019 declared a dividend of $0.8020/sh (2.31% Yield)

S&P 500 Equal Weight Consumer Staples ETF/Rydex ETF Trust (NYSE:RHS) on 09/20/2019 declared a dividend of $0.8020 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is an increase of $ 0.0659 from last dividend Paid.

S&P 500 Equal Weight Consumer Staples ETF/Rydex ETF Trust (NYSE:RHS) has paid dividends since 2018, has a current dividend yield of 2.31% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/sp-500-equal-weight-consumer-staples-etf-rydex-etf-trust-nyse-rhs-declared-a-dividend-of-$0.8020-per-share/

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S&P 500 Equal Weight Utilities ETF $RYU on 09/20/2019 declared a dividend of $0.6853/share (2.47% Yield)

S&P 500 Equal Weight Utilities ETF (RYU) on 09/20/2019 declared a dividend of $0.6853 per share payable on September 30, 2019 to shareholders of record as of September 24, 2019. Dividend amount recorded is a decrease of $ 0.0073 from last dividend Paid.

S&P 500 Equal Weight Utils ETF/Rydex ETF Trust (NYSE:RYU) has paid dividends since 2018, has a current dividend yield of 2.47% and has increased its dividends for 0 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20190920/sp-500-equal-weight-utils-etf-rydex-etf-trust-nyse-ryu-declared-a-dividend-of-$0.6853-per-share/

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Consumer Discretionary Select Sector SPDR ETF $XLY quarterly distribution of $0.4044 (Yield 1.26%)

By: Akanksha Bakshi, SA News Editor
Consumer Discretionary Select Sector SPDR ETF (NYSEARCA:XLY) declares quarterly distribution of $0.4044.

30-Day SEC Yield of 1.26% as of Sept 18.

Payable Sep 25; for shareholders of record Sep 23; ex-div Sep 20.

Source: https://seekingalpha.com/news/3500862-consumer-discretionary-select-sector-spdr-etf-declares-quarterly-distribution-0_4044

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4 Best Long-Term Performance Real Estate Sector ETFs 1.3

  • The REIT asset class has had returns comparable to an S&P 500 index fund since 1994 while maintaining a low U.S. Market correlation of 0.57
  • The oldest available Real Estate ETF has outperformed an S&P 500 index fund by 4.13% CAGR over the last 19 years
  • There are currently 28 ETFs available in the Morningstar Real Estate Category. 9 of those ETFs are 10 years old or older

REITs vs US Large Cap Blend (aka S&P 500): January 1994 – August 2019

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

The oldest Real Estate ETF is the iShares U.S. Real Estate ETF (IYR). Its’ inception date was June 12, 2000. Since inception, this ETF has outperformed an S&P 500 index fund by 4.13% CAGR with a relatively low correlation to US Markets of 0.65.

IYR vs S&P 500 Index fund: July 2000 – August 2019

IYR vs SPY: June 19, 2000 – September 13, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Real Estate Sector ETFs 1.3”

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Is the Mexico ETF Worth the Risk? (EWW) 1.3

  • The iShares MSCI Mexico ETF (EWW) has been available for 23 years
  • EWW has spent most of that time outperforming US Large Cap Blend equities, but currently trails the S&P 500 by 0.79% CAGR
  • The Mexican economy is the 15th largest by GDP
  • Mexico is the 10th largest country by population
  • Is the Mexico ETF (EWW) worth the risk?

EWW vs S&P 500 Index Fund: May 1996 – August 2019


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

EWW vs SPY: March 18, 1996 – September 13, 2019

Source: https://www.koyfin.com/home Continue reading “Is the Mexico ETF Worth the Risk? (EWW) 1.3”

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Know What You Own! ETF Deathwatch for August 2019

For the month of August, the ETF Deathwatch increased in size. Sixteen exchange-traded products (“ETPs”) were added to the list and 10 funds were removed, making August a busier month in terms of additions. Of the removals, three were removed due to increased health and six were due to asset managers closing their funds.

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

Here is the Complete List of 468 ETFs and ETNs on ETF Deathwatch for August 2019: http://investwithanedge.com/etf-deathwatch-august-2019

 

 

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TALK OF A PASSIVE BUBBLE IS JUST HOT AIR

By LARRY SWEDROE

The active investment management community has been attacking indexing—and passive investing in general—for decades. The reason is obvious: its profits (and for many firms, their very survival) are at stake. The attacks began almost from the moment John Bogle started the First Index Investment Trust (later renamed the Vanguard 500 Index Fund) on December 31, 1975. At the time, competitors uniformly derided it, even calling it “un-American” and “Bogle’s folly.” Now-retired Fidelity Investments Chairman Edward Johnson was quoted as saying he couldn’t “believe that the great mass of investors are going to be satisfied with receiving just average returns.” One of the great ironies is that Fidelity is now one of the leading providers of index funds. It was also the first fund family to offer a zero-expense-ratio index-based ETF.

Continue reading at Evidence Investor right here: https://www.evidenceinvestor.com/talk-of-a-passive-bubble-is-just-hot-air/

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4 Best Long-Term Performance Health Sector ETFs 1.3

Is the Health Sector a good place to invest?

The Health Care Select Sector SPDR® Fund (XLV) is the oldest and largest Health Sector ETF available. Its’ inception date was on December 16, 1998.

XLV vs S&P 500 index fund: January 1999 – August 2019

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

XLV vs SPY: December 22, 1998 – September 6, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Health Sector ETFs 1.3”

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Best Value & Best Quality Multi-Bit Screwdriver | A dvetf.com product review

Over the years, I’ve unfortunately put up with some cheap, low-quality tools. Fortunately for you, you don’t have to go through the hassle of replacing junky tools, if you buy the best in the first place. Klein is probably the best screwdriver manufacturer in the world. They do some kind of magic to the tips to make them stronger and last longer. Continue reading “Best Value & Best Quality Multi-Bit Screwdriver | A dvetf.com product review”

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ETF Fear Mongering

by  | Aug 14, 2019 | ETFs

ETFs have existed for 26+ years.  That’s longer than a third of the U.S. population has been alive.  Through the Dotcom crash, the Global Financial Crisis, taper tantrums and more recently, a 20% market swoon in the back half of last year.  ETFs have aged well through it all.  But somehow, ETF fear mongering is still alive and well.

Continue reading at The ETF Educator right here: https://theetfeducator.com/2019/08/14/etf-fear-mongering/

 

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Debunking the Silly “Passive is a Bubble” Myth

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I received a number of questions about this headline and story from Bloomberg yesterday:

This stuff scares people because it’s coming from an intelligent investor who made a name for himself during one of the biggest market crashes of all-time.

Continue reading at A Wealth Of Common Sense right here: https://awealthofcommonsense.com/2019/09/debunking-the-silly-passive-is-a-bubble-myth/