USMV News and Press, iShares MSCI USA Min Vol Factor ETF From 06/22/19

The iShares Edge MSCI Minimum Volatility USA ETF ( USMV ) is often touted as a great way for risk averse investors to maintain a long equity position. While this has been true historically over this bull market, the ETF has not been truly tested in a downturn, and when it comes, they may be in...

If there was any pushback against the notion that the Fed is going to ease while the S&P 500 (SPX) sits near record highs those doubts died at precisely 2pm ET on Wednesday as the June FOMC meeting came across unambiguously dovish. The dovish tide swept across bond markets Thursday, driv...

One of the central tenets of finance has been that investors should be compensated with higher returns for higher levels of risk. Rational investors should not accept the same or lower levels of return for similar levels of risk. This relationship is encapsulated in the Capital Asset Pricing...

Fueled by falling interest rates and a increased desire for defensive positioning in the equity markets, low volatility stocks have strongly outperformed the broad market in 2019. Over the past year, the two largest low volatility funds - the iShares MSCI USA Minimum Volatility ETF (BATS: USMV...

As far as the market is concerned, the Jerome Powell put is back in play and now the real question is how quickly will it be exhausted by trade war tweets and economic gloom? On Tuesday, stocks posted the biggest one day rally since January on the heels of Powell’s three-sentence re...

ETF Overview iShares Edge MSCI Minimum Volatility USA ETF ( USMV ) tracks the MSCI USA Minimum Volatility Index, which consists of low volatility stocks from the MSCI USA Index. The fund has greater exposure to defensive sectors than the S&P 500 Index. Hence, USMV performs better than th...

Two types of exchange-traded funds are becoming increasingly popular as a way to protect investors from a downturn -- ETFs that try to pick the least volatile stocks and buffer funds, which limit losses using options. More news on: Invesco S&P 500 Low Volatility ETF, iShares Edge MSC...

Targeted ETFs are those which at least nominally are designed to provide exposure to a particular area or factor. While good in theory, there are many ways these vehicles can go wrong. We have identified 3 major pitfalls of targeted passive ETFs. Designed to sell, not to perform Layer...

While trade tensions have knocked the S&P 500 ( SPY ) down about 4% from its all-time high, low volatility stock strategies hit new peaks last week. The two most popular low volatility strategies - the Invesco S&P 500 Low Volatility ETF ( SPLV ) and the iShares Edge MSCI Minimum Volati...

Long-term strategic investing is usually baselined against naïve mixes of the S&P 500, as a proxy for a broad mix of large-cap U.S. stocks, and iShares Core U.S. Aggregate Bond ETF ( AGG ), as a proxy for broad core bonds including U.S. government and investment grade corporate bonds....