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Owning ETFs that invest in the same or similar assets isn't an efficient use of capital. A solution is to consider each ETF's overlap at the industry level. Industry level details on ETFs are hard to find, but I've summarized them for the ten largest dividend ETFs on the market today,...
The Utilities Sector, represented by VPU and XLU, has held up far better than the S&P 500 and other popular Dividend ETFs. Backtesting shows XLU outperformed the S&P 500 throughout the 2001-2011 "Lost Decade." Inflation was not a factor in the 2000s, but now poses a huge t...
The iShares Core Dividend Growth ETF is a low cost, benchmark hugging way to tilt a US large cap portfolio towards dividend payers. Despite its name, this ETF has reported historic dividend growth no higher than that of a broader US broad market benchmark, and yields barely over 2%. ...
Smart Beta equity-based exchange traded funds that are listed globally accumulated investor inflows totaling $7.88B throughout June, according to data compiled by ETFGI , an independent research firm. The influx of capital to smart beta funds brought H1 net inflows to $84.57B, w...
Historically, the best time to overweight value stocks has been in the early stages of a recovery, when economic growth is accelerating, and value tends to be cheap. Aside from energy, few sectors or styles have produced positive returns in 2022, but until recently value consistently ...
The Fed is intent on raising interest rates to fight inflation and must balance the risk that creates for economic growth. In an analysis of growth versus value stocks using data since 1927, we found value had achieved greatest outperformance in periods of moderate to high inflation. ...
In my personal portfolio, I currently hold 4 dividend-focused ETFs. At the same time, I am always evaluating other options, and am willing to adjust if I find something better. It is in that spirit that I decided to take a look at SDY. At first glance, the fund's selection methodology...
In this article, I compare SCHD to SPYD, SPHD, HDV, DVY, VYM, DGRO, SPY, and VTI across dividend yields and capital appreciation. SCHD has $34.43 billion in total net assets spread out across 104 holdings and invests in equities within the Dow Jones U.S Dividend 100 Index. SCHD wa...
If you think of all the different index providers, each has its own definition of the fundamentals that it believes denote “value.”. If stocks can experience severe reductions in their price-to-book value ratios (another way of saying an increase in book-to-price ratios)...
S&P 500 organizations set a record in paying out cumulative dividends for the second quarter, which has supported investors in search for safety in income generating stocks and ETFs. Over the course of the second quarter S&P stocks paid out $140.6B in dividends per S&P D...
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2024-01-16 05:00:13 ET Look, I get it: many folks love ETFs, mainly because of the cheap management fees. I mean who doesn’t love a deal? And it is true that ETFs’ fees are a fraction of those levied by the typical mutual fund or closed-end fund (CEF) . Tro...
2023-12-02 12:00:00 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...