Tag: Large-Cap-Value

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

  • Asset Class: U.S. Large Cap Value

  • Long-Term Performance: 11.13% CAGR

  • Correlation to U.S. Markets: 0.95

  • U.S. Large Cap Blend Performance: 10.27% CAGR

  • Back test timeframe: January 1972 – October 2022

  • Oldest ETF back tested: SPDR® Dow Jones® Industrial Average ETF Trust (DIA)

  • Long-Term Performance: 8.20% CAGR

  • Correlation to U.S. Markets: 0.93

  • S&P 500 Performance: 7.59% CAGR

  • Back test timeframe: February 1998 – October 2022

  • Number of ETFs available in this asset class: 120

  • Number of ETFs in this asset class that are 10-years old or older: 37

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

DIA vs SPY: February 1998 – October 2022

DIA vs SPY: January 20, 1998 – November 19, 2022

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

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Investors flock to dividend ETFs as interest rates rise

Dividend-based exchange traded funds have seen a large influx of investor capital since the start of the Federal Reserve’s rate hike cycle, which began back in mid-March. Meanwhile, the world’s largest ETF SPDR S&P 500 ETF Trust (NYSEARCA:SPY), which tracks the benchmark S&P 500, has experienced outflows over that time.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/news/3884870-investors-flock-to-dividend-etfs-as-interest-rates-rise

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NOBL Vs. SCHD: Which Is The Better Dividend Fund?

Summary

  • NOBL invests in high-quality S&P 500 stocks that have consistently increased dividends for 25 years.
  • It has a 2.0% current yield and 12% compounded returns since inception.
  • While NOBL is a good fund in its own right, I personally prefer SCHD with its higher returns, better risk metrics, higher dividend yield, and lower expenses.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4536816-nobl-vs-schd-which-is-the-better-dividend-fund

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The Zacks Analyst Blog Highlights Schwab U.S. Dividend Equity ETF, Vanguard High Dividend Yield ETF, iShares Core High Dividend ETF, iShares Core Dividend Growth ETF and iShares Select Dividend ETF (SCHD)

For Immediate ReleaseChicago, IL – August 19, 2022 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently fea
— Read on www.nasdaq.com/articles/the-zacks-analyst-blog-highlights-schwab-u.s.-dividend-equity-etf-vanguard-high-dividend