VBR News and Press, Vanguard Small-Cap Value From 05/06/24

2024-05-06 23:25:50 ET Summary Vanguard's Russell 2000 Index Fund ETF warrants a sell rating due to its disadvantages compared to other peer small-cap funds. VTWO has underperformed its peers and the S&P 500 over the past decade in terms of performance and has the highest expe...

2024-05-04 09:00:00 ET Summary Invesco S&P SmallCap 600 Revenue ETF weights S&P 600 stocks based on 12-month revenues. The RWJ ETF portfolio is heavy in consumer discretionary, but it is well-diversified across holdings. It is cheaper than the S&P 600 regarding val...

2024-04-26 12:41:56 ET Summary Invesco S&P SmallCap Value with Momentum ETF selects and weights small-cap stocks based on 3 valuation ratios and momentum. Not only is the valuation attractive, but fundamental growth rates are also superior to the benchmark. The XSVM ETF ha...

2024-04-22 23:46:50 ET Summary Small-cap stocks may not reliably generate superior returns compared to large-cap stocks, and the size factor may even be detrimental to portfolios. Over a 23-year period, small-cap stocks only outperformed large-cap stocks by a negligible margin. ...

2024-04-10 10:45:29 ET Summary iShares Russell 2000 Value ETF combines size and value, two factors of the Fama-French model, and is focused on financials. The IWN ETF has been lagging the Russell 2000 index for 10 years, and it has lagged other small-cap value funds for 2 years. ...

2024-03-26 12:18:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...

2024-03-26 08:00:00 ET Summary iShares U.S. Small-Cap Equity Factor ETF implements a multi-factor strategy based on momentum, quality, value, and volatility. The SMLF ETF is well-diversified across sectors and holdings. SMLF has outperformed the Russell 2000 benchmark since it...

2024-03-25 15:00:00 ET Summary Small-caps in recent years have fallen well short of expectations that a risk premium in lesser companies would eventually deliver superior returns over the broad market, a.k.a. large-cap stocks. But one aspect of small caps that’s a hardy per...

2024-03-24 05:47:00 ET As I'm writing this, all three major stock market indexes are sitting at or near their all-time highs. However, it's important for investors to realize a couple of things. First, much of the gains in the S&P 500 index and Nasdaq in particular have been...

2024-03-23 08:33:00 ET All three of the major stock market indexes have reached new all-time highs in recent weeks, and many of the popular stocks in the market are starting to look rather expensive. However, there are still some excellent bargains to be found, especially in dividend-paying...