Tag: Large-Cap-Growth

Posted on

VGT vs. QQQ: Which Tech-Focused ETF to Buy?

The Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq-100 index (NDX), has gained about 31% year-to-date, compared to the 9.8% gain in the S&P 500 Index (SPX). At the same time, the Vanguard Information Technology ETF (VGT), a technology sector-specific ETF, has generated similar returns. While both of these ETFs have outperformed the broader markets, let’s zoom in on these ETFs to find which is a better buy. The rebound in the shares of technology companies has led tech-focused ETFs (Exchange-Traded funds) to deliver market-beating returns in 2023. To compare these two ETFs, let’s begin with their top 10 holdings.QQQ and VGT Top HoldingsThe top 10 holdings of VGT show that it is a tech-sector-specific ETF and includes companies that serve the electronics and computer industries. Moreover, its top 10 holdings account for about 64% of its total net assets. As for QQQ stock, its top 10 holdings account for 58.6% of its total net assets. While the ETF is primarily tech-heavy, it also gives exposure to consumer, streaming service, and healthcare stocks.VGT vs. QQQ: Performance  As technology stocks have outperformed other sectors in the past decade, the VGT ETF, purely focused on tech companies, has consistently generated higher returns than the QQQ ETF (refer to the image below), which has exposure to other sectors.What’s the Prediction for VGT and QQQ ETFs?The QQQ ETF has an Outperform Smart Score of eight. Meanwhile, the QQQ ETF has a Moderate Buy consensus rating on TipRanks. Among the 1,719 analysts providing ratings on its holdings, 66.96% have a Buy rating, 29.20% have a Hold, and 33.84% recommend Sell. The 12-month average QQQ ETF price target of $375.77 implies 7.85% upside potential. As for VGT, the ETF also sports an Outperform Smart Score of eight. The VGT ETF has a Moderate Buy consensus rating on TipRanks. Per the recommendations of 3,154 analysts giving stock forecasts for the holdings of VGT, the 12-month average price target of $446.28 implies 6.63% upside potential from current levels.Among the analysts providing ratings on its holdings, 62.94% have given a Buy rating, 32.69% have assigned a Hold rating, and 4.38% have given a Sell rating.Bottom Line VGT has edged past QQQ with its returns. Moreover, it has a lower expense ratio of 0.10% compared to QQQ’s 0.20%.However, both of these ETFs carry a Moderate Buy consensus rating on TipRanks and have an Outperform Smart Score. Thus, both ETFs look like attractive long-term bets. However, investors seeking exposure to high-growth and high-risk tech stocks could consider investing in VGT. Meanwhile, investors looking to invest in tech stocks and seek diversification in other sectors could choose the QQQ ETF. Disclosure
— Read on www.nasdaq.com/articles/vgt-vs.-qqq:-which-tech-focused-etf-to-buy

Posted on

Pinnacle Wealth Management Advisory Group LLC Grows Position in Invesco QQQ Trust (QQQ)

Pinnacle Wealth Management Advisory Group LLC raised its position in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 16.4% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,994 shares of the exchange
— Read on www.marketbeat.com/instant-alerts/nasdaq-qqq-sec-filing-2023-02-10/

Posted on

4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 9.95% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.22% CAGR

  • Back test timeframe: January 1972 – December 2022

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 7.76% CAGR

  • Correlation to U.S. Markets: 0.86

  • S&P 500 Performance: 6.62% CAGR

  • Back test timeframe: April 1999 – December 2022

  • Number of ETFs available in this asset class: 114

  • Number of ETFs in this asset class that are 10-years old or older: 23

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2022

Continue reading “4 Best U.S. Large Cap Growth ETFs to Own Long-Term 1.6”

Posted on

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 11.05% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance (S&P 500): 10.88% CAGR

  • Back test timeframe: January 1972 – December 2021

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 10.01% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: April 1999 – December 2021

  • Number of ETFs available in this asset class: 100

  • Number of ETFs in this asset class that are 10-years old or older: 21

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2021

QQQ vs SPY: April 1999 – December 2021

QQQ vs SPY: March 10, 1999 – January 7, 2022

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.5”

Posted on

4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4

  • Asset Class: U.S. Large Cap Growth

  • Long-Term Performance: 10.75% CAGR

  • Correlation to U.S. Markets: 0.96

  • U.S. Large Cap Blend Performance: 10.55% CAGR

  • Back test timeframe: January 1972 – December 2020

  • Oldest ETF back tested: Invesco QQQ Trust (QQQ)

  • Long-Term Performance: 9.27% CAGR

  • Correlation to U.S. Markets: 0.85

  • S&P 500 Performance: 7.00% CAGR

  • Back test timeframe: April 1999 – December 2020

  • Number of ETFs available in this asset class: 62

  • Number of ETFs in this asset class that are 10-years old or older: 19

U.S. Large Cap Growth vs. U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2020

Continue reading “4 Best Long-Term Performance U.S. Large Cap Growth ETFs 1.4”

Posted on

FPX: A Diversified Approach To IPO Investing

Summary

  • FPX has benefited from strong momentum among high-growth IPO stocks in recent years.
  • While FPX has outperformed the broader market with an impressive 45% return in 2020, the fund has trailed the competitor ‘IPO ETF’ which is more concentrated on smaller companies.
  • We like the diversification of FPX which helps balance its risk and may ultimately prove to be the superior IPO investing strategy over the long-run.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4394968-fpx-diversified-approach-to-ipo-investing

Posted on

Video – ETF Battles: CQQQ vs. QQQ – American vs. Chinese Technology, Who Wins?

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
— Read on www.fa-mag.com/news/video—etf-battles–cqqq-vs–qqq—american-vs–chinese-technology–who-wins-57981.html