Tag: mid-cap-value

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5 Best U.S. Mid Cap Value ETFs to Own Long Term 2.8

  1. SYLD – Cambria Shareholder Yield ETF
  2. RWK – Invesco S&P MidCap 400 Revenue ETF
  3. RFV – Invesco S&P MidCap 400® Pure Value ETF
  4. DON – WisdomTree U.S. MidCap Dividend Fund
  5. IJJ – iShares S&P Mid-Cap 400 Value ETF

SYLD vs RWK vs RFV vs DON vs IJJ: Koyfin back test

SYLD vs RWK vs RFV vs DON vs IJJ: Testfo.io back test

SYLD vs RWK vs RFV vs DON vs IJJ: Portfolio Visualizer fund info

21 oldest U.S. Mid Cap Value ETFs back tested in this research:

Morningstar data on 21 oldest U.S. Mid Cap Value ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.38% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.33% CAGR

  • Back test timeframe: January 1972 – May 2023

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 9.59% CAGR

  • S&P 500 Performance: 6.76% CAGR

  • Back test timeframe: August 2000 – May 2023

  • Number of ETFs available in this asset class: 40

  • Number of ETFs in this asset class that are 10-years old or older: 17

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – May 2023

IJJ vs SPY: August 2000 – May 2023

IJJ vs SPY: July 28, 2000 – June 2, 2023

Continue reading “5 Best U.S. Mid Cap Value ETFs to Own Long-Term: SYLD vs EZM vs RWK vs SDY vs RFV 1.6”

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DIVIDEND ANNOUNCEMENT: US MidCap Divid Fund (DON) 02/21/2023 declared dividend $0.0100/sh (2.05% yield)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 02/21/2023 declared a dividend of $ 0.0100 per share payable on February 27, 2023 to shareholders of record as of February 23, 2023. Dividend amount recorded is an increase of $ 0.005 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.5045127869% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20230221/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0100-per-share/

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4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.72% CAGR

  • Back test timeframe: January 1972 – March 2022

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.60% CAGR

  • S&P 500 Performance: 7.44% CAGR

  • Back test timeframe: August 2000 – March 2022

  • Number of ETFs available in this asset class: 39

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2022

IJJ vs SPY: August 2000 – March 2022

IJJ vs SPY: July 28, 2000 – April 22, 2022

Continue reading “4 Best U.S. Mid Cap Value ETFs to Own Long-Term 1.5”

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Top 5 Winners in the Deep Value ETF Accumulator Portfolio for 2021

Happy New Year to all. This year, as with most we had some winners and some losers in our portfolio. This isn’t out of the ordinary and we plan to always have at least a few losers each year in our massively diversified portfolios. These numbers were calculated by M1 Finance. These numbers do not include dividends received. These numbers are from our Traditional IRA which had no inflows or outflows of money other than dividends received.

  1. RWJ – U.S. SMALL CAP VALUE EQUITIES +65.70%
  2. QLD – 2X LEVERAGED U.S. LARGE CAP GROWTH EQUITIES +56.27%
  3. REZ – REAL ESTATE SECTOR EQUITIES +52.14%
  4. DON – U.S. MID CAP VALUE EQUITIES +37.02%
  5. RTM – MATERIALS SECTOR EQUITIES +36.43%

Many blessing to all of you in 2022.

The Deep Value ETF Accumulator (aka Micah)

 

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Don This Mid Cap ETF for a More Domestic Look

Investors looking to bet on the ongoing U.S. economic recovery should focus on companies that generate significant percentages of their sales within the confines of U.S. borders.

Thing is, many S&P 500 companies don’t do that. In fact, several sectors in the large-cap equity benchmark depend on international markets for more than half their revenue. That diminishes their leverage to a domestic rebound. However, mid cap stocks often deliver exposure to a rebound in U.S. economic activity and that’s one reason the WisdomTree U.S. MidCap Dividend Fund (NYSEARCA: DON) is higher by 24.79% year-to-date, an advantage more than 1,100 basis points over the S&P 500.

“Among the 331 members of the S&P MidCap 400 that break out foreign and domestic sales, 60% of revenue is from the U.S., compared with a little more than half for the much bigger companies that make up the S&P 500,” reports Bailey Lipschultz for Bloomberg.

Continue reading at ETF Trends right here: https://www.etftrends.com/model-portfolio-channel/don-mid-cap-etf-more-domestic-look/

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WisdomTree US MidCap Dividend Fund (DON) 04/23/2021 declared dividend $0.035/sh (1.95% yield)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 04/23/2021 declared a dividend of $ 0.0350 per share payable on April 29, 2021 to shareholders of record as of April 27, 2021. Dividend amount recorded is a decrease of $ 0.0302 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 1.9508670568% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210423/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0350-per-share/

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4 Best Long-Term Performance U.S. Mid Cap Value ETFs 1.4

  • Asset Category: U.S. Mid Cap Value

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 12.98% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.62% CAGR

  • Back test timeframe: January 1972 – March 2021

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Correlation to US Markets: 0.91

  • Long-Term Performance: 10.66% CAGR

  • S&P 500 Performance: 7.07% CAGR

  • Back test timeframe: August 2000 – March 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 11

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – March 2021

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

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Up 90%, Consider WisdomTree’s DON of Mid Cap Equities $DON

Mid cap equities can give investors exposure to a capitalization category that provides the stability of large caps and the growth potential of small caps. One fund that further segments the mid cap arena via their dividend-paying prowess is the WisdomTree U.S. MidCap Dividend Fund (DON).

Continue reading at ETF Trends right here: https://www.etftrends.com/smart-beta-channel/up-90-consider-don-of-mid-cap-equities/

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WisdomTree US MidCap Dividend ETF (DON) 03/24/2021 declared dividend $0.0652/sh (2.11% yield)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 03/24/2021 declared a dividend of $ 0.0652 per share payable on March 30, 2021 to shareholders of record as of March 26, 2021. Dividend amount recorded is an increase of $ 0.0502 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.1146495342% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210324/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0652-per-share/

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Reflation Worries? Snag This Model Portfolio with the DON of ETFs

“There’s increasing chatter concerning the reflation trade, a scenario that brings with it a variety of implications, including potential upside for mid- and small-cap value stocks.

Advisors looking to capitalize on the reflation trade can consider the WisdomTree Core Equity Model Portfolio, which features ample exposure to smaller stocks with value tilts.”

Continue reading at ETF Trends right here: https://www.etftrends.com/model-portfolio-channel/reflation-worries-snag-model-portfolio-don-of-etfs/

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US MidCap Divid Fd/WisdomTree Trust (DON) 01/22/2021 declared dividend $0.0100/sh (yield 2.65%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 01/22/2021 declared a dividend of $ 0.0100 per share payable on January 28, 2021 to shareholders of record as of January 26, 2021. Dividend amount recorded is a decrease of $ 0.21 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.6502733231% and has increased its dividends for 7 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20210122/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0100-per-share/

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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 Divid Fd (DON) 12/18/2020 declared dividend $0.22/sh (yield 2.77%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 12/18/2020 declared a dividend of $ 0.2200 per share payable on December 24, 2020 to shareholders of record as of December 22, 2020. Dividend amount recorded is an increase of $ 0.165 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.7690553665% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20201218/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.2200-per-share/

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WisdomTree US MidCap Div ETF (DON) 09/21/2020 declared dividend $0.055/sh (yield 3.08%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 09/21/2020 declared a dividend of $ 0.0550 per share payable on September 25, 2020 to shareholders of record as of September 23, 2020. Dividend amount recorded is a decrease of $ 0.015 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.0837004185% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200921/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0550-per-share/

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WisdomTree US MidCap Dividend ETF (DON) 08/24/2020 declared dividend $0.0700/sh (Yield 3.18%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 08/24/2020 declared a dividend of $ 0.0700 per share payable on August 28, 2020 to shareholders of record as of August 26, 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 3.1825795174% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200824/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0700-per-share/#:~:text=DIVIDEND%20ANNOUNCEMENT%3A%20US%20MidCap%20Divid,dividend%20of%20%240.0700%20per%20share&text=August%2024%2C%202020-,US%20MidCap%20Divid%20Fd%2FWisdomTree%20Trust%20(NYSE%3ADON),as%20of%20August%2026%2C%202020.

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

  • Asset Category: U.S. Mid Cap Value

  • Long-Term Performance: 12.29% CAGR

  • S&P 500 Performance (US Large Cap Blend): 10.09% CAGR

  • Back test timeframe: January 1972 – April 2020

  • Oldest ETF back tested: iShares S&P Mid-Cap 400 Value ETF (IJJ)

  • Long-Term Performance: 8.38% CAGR

  • S&P 500 Performance: 5.65% CAGR

  • Back test timeframe: August 2000 – April 2020

  • Number of ETFs available in this asset class: 31

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

U.S. Mid Cap Value vs U.S. Large Cap Blend: January 1972 – April 2020

IJJ vs SPY: August 2000 – April 2020

IJJ vs SPY: July 28, 2000 – May 22, 2020

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

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US MidCap Div Fund WisdomTree (DON) declared dividend $0.065/sh (yield 3.93%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 04/20/2020 declared a dividend of $ 0.0600 per share payable on April 24, 2020 to shareholders of record as of April 22, 2020. Dividend amount recorded is a decrease of $ 0.065 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 3.9336674213% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200420/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0600-per-share/

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US MidCap Dividend Fund WisdomTree (DON) declared dividend $0.125/sh (yield 4.75%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 03/23/2020 declared a dividend of $ 0.1250 per share payable on March 27, 2020 to shareholders of record as of March 25, 2020. Dividend amount recorded is an increase of $ 0.035 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 4.7463936806% and has increased its dividends for 6 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200323/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.1250-per-share/

 

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WisdomTree MidCap Dividend ETF: Outperforms Segment And Pays Monthly (DON)

Summary:

  • DON invests in a portfolio of dividend-paying mid-cap U.S. stocks.
  • We think the fund is a better option compared to alternative mid-cap ETFs with the dividend focus acting as a quality screen which has generated higher risk-adjusted total returns.
  • DON pays a monthly dividend and yields 2.36%, which is higher than its category.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4325439-wisdomtree-midcap-dividend-etf-outperforms-segment-and-pays-monthly

 

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3 Top Dividend ETFs for 2020 (DON)

For those who don’t like making their own stock picks, dividend exchange-traded funds (ETFs) offer an easy way to get diversified exposure to top dividend-paying stocks. In particular, the following three dividend ETFs take slightly different approaches toward giving their shareholders the mix of dividend stocks they want and the income they need. With many investors seeking the defensive characteristics of dividend stocks, they’re particularly timely investments for 2020.

Read the full article at Motley Fool right here: https://www.fool.com/investing/2020/01/18/3-top-dividend-etfs-for-2020.aspx

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WisdomTree U.S. MidCap Dividend Fund (DON) declared a dividend of $0.09/sh (Yield 2.32%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 11/22/2019 declared a dividend of $ 0.0900 per share payable on November 29, 2019 to shareholders of record as of November 26, 2019. Dividend amount recorded is an increase of $ 0.04 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.32% and has increased its dividends for 5 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191122/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0900-per-share/

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WisdomTree US MidCap Div Fund (DON) on 10/21/2019 declared a dividend of $0.05 per/sh (Yield 2.32%)

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) on 10/21/2019 declared a dividend of $ 0.0500 per share payable on October 25, 2019 to shareholders of record as of October 23, 2019. Dividend amount recorded is a decrease of $ 0.045 from last dividend Paid.

US MidCap Divid Fd/WisdomTree Trust (NYSE:DON) has paid dividends since 2006, has a current dividend yield of 2.32% and has increased its dividends for 5 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191021/us-midcap-divid-fd-wisdomtree-trust-nyse-don-declared-a-dividend-of-$0.0500-per-share/

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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