Tag: iShares

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iShares Morningstar U.S. Equity Style Box ETFs Ticker Symbol Changes & Stock Splits (JKH to IMCG)

NEW YORK–(BUSINESS WIRE)–

BlackRock implemented a series of product enhancements to the iShares Morningstar Style Box ETFs today. The style box suite, composed of nine ETFs, underwent benchmark changes, ticker changes, and expense ratio reductions. Three of the funds also had updates to their fund names and investment objectives. The suite is positioned as the lowest cost style box line-up in the industry.

In addition, BlackRock announced forward share splits for the nine ETFs for shareholders of record as of April 14, 2021, payable after the close of trading on April 16, 2021. These splits will lower the share price and increase the number of outstanding shares. The total value of shares outstanding is not affected and the total value of a shareholder’s investment in the fund is not affected by the forward share split.

Source: https://www.businesswire.com/news/home/20210322005482/en/PRODUCT-UPDATE-iShares-Morningstar-U.S.-Equity-Style-Box-ETFs

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REITs Are A Slam Dunk Deal (REZ)

Summary:

  • Equity REITs are normally valued by three fundamentals.
  • I generally focus on individual companies within the REIT sector.
  • Within each REIT subsector, there are great stocks on sale.
  • REITs with strong balance sheets are less exposed to rising interest rates.

Continue reading the full article at Seeking Alpha right here:  REITs Are A Slam Dunk Deal

Read why the Deep Value ETF Accumulator invests in REZ right here: Discovering Value in the Top 3 REIT ETF’s

 

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Best Long-Term Performance International Large Cap Value ETFs 1.1

The International (Foreign) Large Cap Value asset class is a difficult asset class to research. The reason being is that there haven’t been funds available for very long in this asset class. The older mutual funds available in this asset class have only been around since the mid 1990’s. The oldest ETF available in this category is the BLDRS Developed Markets 100 ADR Index Fund (ADRD), inception December 2002. So, without significant fund data to compare this asset class with others, I am relying heavily on the expertise of historians, academic studies and reliable financial experts.

Continue reading “Best Long-Term Performance International Large Cap Value ETFs 1.1”

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Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.1

  • Possibly the best performing broadly diversified equity asset class in the world…
  • U.S. Mid Cap Blend stocks have outperformed the S&P 500 by 1.75% CAGR (compounded annual growth rate) over the last 46 years
  • The oldest U.S. Mid Cap Blend ETF has outperformed the S&P 500 BY 2.03% CAGR over the last 22 years
  • Most ETFs in this asset class offer massive diversification in size of companies, sector exposure and value & growth
  • The middle of the market is where the action is

Large Cap Blend vs Mid Cap Blend vs Small Cap Blend: 1972 thru 2018

Source: Portfolio Visualizer

Continue reading “Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.1”

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Best Long-Term Performance China Equity ETFs 1.1

– The oldest available China Equities ETF (FXI) has outperformed an S&P 500 index fund by 1.81% CAGR (compound annual growth rate) over the last 13 years
– There are currently 6 ETFs available that have over 50% exposure to Chinese equities that are 10 years old or older
– 3 of these ETFs have significantly outperformed FXI over the last 10 years
– 1 of these ETFs adds exposure to India without degrading long-term returns
– China encompass approximately 19% of the world’s population

Continue reading “Best Long-Term Performance China Equity ETFs 1.1”

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Took Profits In Small Cap Blend Equities (IJR) 2-5-18

We had a 5% trailing stop set on our position in the iShares Core S&P Small-Cap ETF (IJR). The stop tripped today and closed the positon. Price paid $56.20. Price sold $76.48. I don’t see any problem holding IJR long-term; we are simply moving these funds to another small cap blend ETF that is offered commission free at my brokerage. (EES)

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Best Long-Term Performance Industrials Sector ETFs 1.1

If you’ve considered putting a portion of your portfolio in the Industrials sector, I’d like to demonstrate how I came up with what I believe are the best ETFs in this sector. But, before I get into the performance of the Industrials sector ETFs, I’d like to give a brief description of it. Because many ETFs can be classified into more than one sector, I have settled on using Morningstar’s categories in determining what sector an ETF belongs in. Morningstar describes the Industrial sector as: “Companies that manufacture machinery, hand-held tools and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation and logistics services. Companies in this sector include 3M, Boeing and Siemens.” Now, let’s move on to performance.

The oldest Industrial Sector ETF available is the Industrial Select Sector SPDR® Fund (XLI). XLI’s inception date was 12/16/1998. By using this ETF, we can back-test this sector with nearly 20 years of data and see how this it has held up through two major market downturns.

XLI vs. S&P 500 January 1999 – December 2017

Source: Portfolio Visualizer

Continue reading “Best Long-Term Performance Industrials Sector ETFs 1.1”

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An Adventurous Idea for Small-Cap Investors

At a time when the U.S. small-cap stocks and exchange traded funds, such as the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) and the iShares Russell 2000 ETF (NYSEArca: IWM), are trailing large-cap funds by wide margins, considering small-cap growth stocks may seem to be a risky proposition.

To be sure, the iShares S&P Small-Cap 600 Growth ETF (NASDAQ: IJT) has managed only a modest year-to-date return. The $4.2 billion IJT tracks the S&P SmallCap 600 Growth Index. Value stocks typically trade at cheaper prices relative to fundamental measures of value, such as earnings and the book value of assets. In contrast, growth stocks tend to run at higher valuations since investors expect the rapid growth in those company measures.

Read the full article at ETF Trends right here: An Adventurous Idea for Small-Cap Investors

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Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga

…Investors have also been warming to the iShares Core S&P Small-Cap ETF IJR 0.56% in the third quarter, as that ETF has added nearly $750 million in new assets.

IJR, which tracks the S&P SmallCap 600 Index, is slightly lower year to date. Due to their domestic focus, small caps are struggling against the backdrop of the weaker dollar this year. The U.S. Dollar Index is down 9.3 percent, underscoring the point that the dollar is one of the worst-performing major currencies in the world this year…

Read the full article at Benzinga right here: Signs Of A Return To Small-Cap ETFs (NYSE: IWM) (NYSE: IJR) (NYSE: TNA) (NYSE: TZA) | Benzinga

Signs Of A Return To Small-Cap ETFs

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Trimmed Some Fat Off Our Mexico Holdings Today (EWW)

We trimmed some fat off our Mexico holdings today. I don’t foresee any problems with the iShares MSCI Mexico Capped ETF (EWW : $EWW). I still believe this is a good country to invest in, but we became very overweight in EWW during the 2016 sell-off. So now, we are just taking some profits off the table. Price paid $52.18. Price sold $56.40. Here’s an article I wrote about EWW back in December 2016: Making the Case for Investing in Mexico EWW

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Accumulated Some More REIT Equities Today (REZ)

There’s not much left in the market today that’s on sale. So, I went back to the old trusty iShares Residential Real Estate Capped ETF (REZ : $REZ) It’s currently sporting a 3.59% yield, but it is only 6.16% off it’s all-time-high. Folks, you gotta buy this stuff when it’s on sale.  I wrote about REZ in January 2017 right here: Discovering Value in the Top 3 REIT ETF Very little has changed in the REIT sector since January, so please take a look.

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Trimmed Some Fat Off Our Mexico Holdings Today (EWW)

Trimmed some fat off our Mexico holdings today. (EWW : $EWW) Still love the iShares MSCI Mexico Capped ETF (EWW) and investing in Mexico. Still holding many shares. Just moving some profits over to another out-of-favor sector of the market. Price paid $47.72. Price sold $55.41. Ask me why I’m selling EWW in the comment block below.