Tag: mid-cap-blend

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Are you missing out on mid-caps? Six reasons not to!

Mid-cap stocks are the middle child of the stock market. Stuck in that awkward adolescence phase, they’re not as cool as big brother (the S&P 500) but also not as cute as little sister (small-caps).

But do they also deserve to be ignored? (j/k, love you, little brother!) Research by S&P Dow Jones Indices found that from 2003 to 2018 the number of mid-cap mutual funds decreased while the number of large and small-cap funds increased. Yet mid-cap stocks had the best performance over that very time frame!

Mid-cap stocks are shares of companies with market capitalizations between $2-$10 billion, though definitions vary. These companies are large enough to be familiar but small enough for continued growth. From 1972 to 2020, mid-cap stocks beat large- and small-cap stocks by 1.45% and 0.30%, respectively. Mid-caps make up only 10% of the total US stock market. Therefore, to capture their superior returns you must tilt your portfolio.

Investors have historically gone the opposite direction by over-weighting small- and large-cap stocks while avoiding mid-caps. Failing to capitalize on the mid-cap segment of the stock market means you’re likely leaving returns on the table for me to scoop up! 😉

Continue reading at Keep Investing $imple $tupid right here: https://keepinvestingsimplestupid.com/are-you-missing-out-on-mid-caps-six-reasons-not-to/?unapproved=580&moderation-hash=b06ed9e2ba27fc2a3653b517a76bc461#comment-580

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WisdomTree US MidCap Div. ETF (DON) declared dividend $0.08/sh (Yield 3.77%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 05/22/2020 declared a dividend of $ 0.0800 per share payable on May 29, 2020 to shareholders of record as of May 27, 2020. Dividend amount recorded is an increase of $ 0.02 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.7658464909% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200522/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0800-per-share/

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US MidCap Fund WisdomTree Trust (EZM) declared dividend $0.1702/sh (yield 2.78%)

US MidCap Fund/WisdomTree Trust (NYSE:EZM) on 03/23/2020 declared a dividend of $ 0.1702 per share payable on March 27, 2020 to shareholders of record as of March 25, 2020. Dividend amount recorded is a decrease of $ 0.0085 from last dividend Paid.

US MidCap Fund/WisdomTree Trust (NYSE:EZM) has paid dividends since 2007, has a current dividend yield of 2.7789652348% and has increased its dividends for 2 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200323/us-midcap-fund-wisdomtree-trust-nyse-ezm-declared-a-dividend-of-$0.1702-per-share/

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4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3

  • Asset Class: US Mid Cap Blend

  • Long-Term Performance: 11.97% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.39% CAGR

  • Back test timeframe: January 1972 – December 2019

  • Oldest ETF back tested: SPDR® S&P MIDCAP 400® ETF Trust (MDY)

  • Long-Term Performance: 10.87% CAGR

  • S&P 500 Performance: 9.40% CAGR

  • Back test timeframe: September 1995 – December 2019

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 13

US MID CAP BLEND vs US LARGE CAP BLEND: January 1972 – December 2019

Continue reading “4 Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.3”

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Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.2

  • The U.S. Mid Cap Blend asset class has been one of the most profitable equity asset classes for over 46 years, outperforming the S&P 500 by 1.62% CAGR.
  • The oldest available Mid Cap Blend ETF has outperformed an S&P 500 index fund by 1.72% CAGR over the last 23 years
  • There are currently 41 ETFs available in the Mid Cap Blend Morningstar category. Sixteen of these ETFs have been available for 10 years or longer
  • Nine of these older ETFs have outperformed an S&P 500 index fund since their inception dates
  • Most ETFs in this asset class offer massive diversification in size of companies, broad sector exposure, and include both value & growth stocks
  • The middle of the stock market might just be the best place to invest

U.S. Mid Cap Blend vs U.S. Large Cap Blend (aka S&P 500): January 1972 – December 2018

Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance U.S. Mid Cap Blend ETFs 1.2”

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WisdomTree ETFs declares quarterly distributions (EZM)

WisdomTree India Earnings Fund (NYSEARCA:EPI) – $0.00813.

WisdomTree U.S. Earnings 500 Fund (NYSEARCA:EPS) – $0.16442.

WisdomTree Europe Quality Dividend Growth Fund (NYSEARCA:EUDG) – $0.14539.

WisdomTree Europe Hedged SmallCap Equity Fund (NYSEARCA:EUSC) – $0.0000.

WisdomTree U.S. Total Earnings Fund (NYSEARCA:EXT) – $0.37570.

WisdomTree U.S. MidCap Earnings Fund (NYSEARCA:EZM) – $0.17051 (2.05% YIELD)

WisdomTree Yield Enhanced Global Aggregate Bond Fund (NYSEARCA:GLBY) – $0.05860.

WisdomTree Global SmallCap Dividend Fund (BATS:GSD) – $0.33473.

Payable Dec. 28; for shareholders of record Dec. 26; ex-div Dec. 24.

Source: https://seekingalpha.com/news/3419118-wisdomtree-etfs-declares-quarterly-distributions

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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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Worried About Valuations? Focus On Earnings Growth (EZM)

The Deep Value ETF Accumulator invests in the WisdomTree U.S. MidCap Earnings Fund (EZM : $EZM).

I found this article at ETF Daily News that further explains the benefits of the EZM ETF. Here’s a quote from the article: “EZM currently has an ETF Daily News SMART Grade of A (Strong Buy), and is ranked #7 of 30 ETFs in the Mid Cap Blend ETFs category.”

You can read the full article at ETF Daily News right here: Worried About Valuations? Focus On Earnings Growth (EZM)