IWD News and Press, iShares Russell 1000 Value From 05/20/22

IJR is a popular ETF choice for investors looking to gain exposure in the small-cap space. Small-cap equities, and IJR more specifically, trade at a discount compared to the broader market. Exposure in small-caps offers greater performance benefits over longer investment periods. ...

Large-cap growth stocks outperformed small-cap value stocks by over 700 basis points (bps) annualized from 2012 to 2021. This stretch of whopping outperformance - a cumulative gain of 508% for large growth versus 211% for small value - stands in stark contrast to the findings of acade...

The Fidelity High Dividend ETF selects about 100 large-cap stocks screened for three factors: dividend yield, payout ratio, and dividend growth. Fees are 0.29%, and FDVV's trailing yield is 2.91%. I expect the yield to increase to 3.28% after February's Index reconstitution. This arti...

The rising rate, rising dollar environment continues with the dollar index hitting a 20-year high last week. That rising dollar is having an impact on the rest of the global economy but so far it has been manageable. There are a lot of companies out there that have come public over th...

Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...

VFVA is an actively managed value ETF with a high turnover. The heaviest sector is financials. The fund has lagged its benchmark since inception. Its return is similar to other value ETFs, but risk metrics are more concerning. For further details see: VFVA: Riskier T...

There was a lot of volatility in stocks last week but in the end, the S&P 500 was down a mere 21 basis points. A rising currency is presumably negative for the export sector and positive for domestic purchasing power. On a sector basis, there were several winners last week wit...

FVAL implements a value strategy in a large and mid-cap universe. Unlike most value ETFs, it doesn't overweight financials. It has beaten its competitors since inception. For further details see: FVAL: Best Of Breed Value ETF

VONV implements a value strategy in the Russell 1000 index. Obviously, it is cheaper than the Russell 1000 regarding valuation ratios. However, the underlying index has failed to bring excess return in two decades. I see two shortcomings in its strategy. For further deta...

ADT has given up all the gained ground since the Google deal in 2020. The company is struggling along as the partnership still has to deliver on tangible results, while ADT has made a convincing move into the solar business as well. There are many moving parts and question marks, ...