ETF Resumé

IJHTicker Symbol

S&P Midcap 400 Index IsharesFund

  • BlackRock's ETF Fee Cuts 'Out Vanguard' Vanguard

    10-05-2016 05:25 PM by Max Chen

    BlackRock has cut prices across its iShares Core exchange traded fund suite ahead of the new Department of Labor fiduciary rule changes, positioning its broad investment options as quality and cost-efficient alternatives in the fund space. The fee reductions beat or match the low...

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  • Marvelous Mid-Cap ETF Investing Ideas

    09-08-2016 10:45 AM by Tom Lydon

    Middle-capitalization stocks are outperforming this year, and investors can also target the mid-cap segment through related exchange traded funds. Mid-cap companies are slightly more diversified than their small-cap peers, which allows many mid-sized companies to generate more...

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  • S&P 500 ETFs Are Exposed to Currency Risks, Strong USD

    06-28-2016 03:21 PM by Max Chen

    As we head toward the third quarter and the start of the earnings season, a strengthening U.S. dollar could weigh on S&P 500 and large-cap exchange traded funds that have exposure to multi-national companies with a global footprint. Year-to-date, the SPDR S&P 500 ETF (...

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  • 24 ETFs Targeting Outperforming Mid-Cap Category

    05-25-2016 05:12 PM by Max Chen

    Middle-capitalization stocks are outperforming this year, and investors can also target the mid-cap segment through related exchange traded funds. The middle capitalization category has also outperformed, with the S&P 400, a benchmark for mid-cap companies across the U.S.,...

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  • Value ETFs Outperforming As Market Cools Off

    03-08-2016 04:45 PM by Max Chen

    ETFsthat track the value style may outperform In the recent market rally, value stocks have been outpacing the market The value style has also outperformed across other asset categories As the market cools off and moves toward more stable growth, exchange traded funds t...

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  • ETFs Tracking Smaller Companies Gain Ground

    03-03-2016 04:50 PM by Tom Lydon

    As the equities markets rally off the February lows, small-cap stock exchange traded funds have sprinted ahead of their larger counterparts. Since the February 11 lows, theSPDR S&P 500 ETF (NYSEarca: SPY) gained 9.0% while the Guggenheim Equal S&P Weight ETF (NYSEarca:...

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  • Small-Cap Value ETFs Pick up Steam

    12-30-2015 02:00 PM by Tom Lydon

    Small-cap exchange traded funds that track the value style are finally beginning to pull ahead after underperforming this year. Over the past two weeks, the iShares S&P Small Cap 600 Value Index (NYSEArca: IJS) gained 2.5% and iShares Russell 2000 Value Index (NYSEArca: IW...

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  • Active Fund Aches: Are Passive ETFs More Profitable?

    09-14-2015 02:41 PM by Tom Lydon

    The majority of actively managed large-cap managers are underperforming the benchmark S&P 500, adding fuel to the benefits of passively managed, index-based exchange traded funds. As of June 30, 2015, the SPIVA, or S&P Indices Versus Active, U.S. Scorecard data reveals...

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  • Reassessing Mid-Cap ETFs

    08-26-2015 09:00 AM by Tom Lydon

    Middle-capitalization stocks and exchange traded funds have attracted greater interest over the years with their better risk-adjusted returns. Following the market's recent tumble, mid-caps are falling out of favor, but that could be opening the door to opportunity with select ET...

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  • Your S&P 500 ETFs Are Exposed To Currency Fluctuations

    08-20-2015 03:45 PM by Tom Lydon

    As the U.S. dollar strengthens against a basket of foreign currencies, large-cap companies and asset category-related exchange traded funds could be exposed to currency risks. According to S&P Dow Jones Indices, S&P 500 companies generated 52.2% of their revenue in the...

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  • Interested in the U.S.? Look to ETFs that Target Smaller Companies.

    06-29-2015 09:30 AM by Tom Lydon

    Exchange traded fund investors who are still interested in U.S. equities exposure should focus on the smaller segment of Corporate America. "For equity exposure, stay here in the U.S.," with an emphasis toward smaller stocks, Jim McCaughan, chief executive of Principal Global ...

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  • Theres $7.8 Trillion Benchmarked to the S&P 500

    06-04-2015 02:50 PM by Todd Shriber

    The S&P 500, the benchmark U.S. equity index, now has $7.8 trillion following it with $2.16 trillion of that coming by way of exchange traded funds, mutual funds and other investment products, according to S&P Dow Jones Indices. Of the seven largest U.S.-listed ETFs, i...

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  • A Cautious View on Mid-Cap ETFs

    05-07-2015 10:30 AM by Tom Lydon

    Middle-capitalization stocks and exchange traded funds have attracted greater interest over the years with their better risk-adjusted returns. However, investors may not want to overweight the asset category as valuations are looking pricey. There are a number of broad mid-cap...

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  • Mid-, Small-Cap ETFs to Focus on U.S. Growth

    03-17-2015 10:00 AM by Tom Lydon

    While the U.S. dollar strengthens, investors should consider mid- and small-cap exchange traded funds that cover companies with little or no international sales exposure to capture the continued U.S. expansion. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH)...

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  • Small-Cap ETFs: Slight Differences are Important

    02-24-2015 09:00 AM by Todd Shriber

    With the Russell 2000, the benchmark small-cap index, up 2.4% this year, investors are again warming to smaller stocks. Strength in small-caps also gives investors the opportunity to examine small-cap exchange traded ETFs because what appear to be slight differences on the surfac...

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  • Mid-Cap ETFs Take the Lead

    02-23-2015 10:00 AM by Tom Lydon

    Middle-capitalization stocks and asset category exchange traded funds are leading the charge as investors focus on companies better positioned to capitalize on continued U.S. growth. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH) and SPDR S&P MidCap 400...

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  • Mid-, Small-Cap ETFs to Target U.S. Growth

    01-28-2015 11:00 AM by Tom Lydon

    The appreciating U.S. dollar is taking its toll on larger companies' revenue with significant overseas exposure. On the other hand, mid- and small-cap exchange traded funds track companies that expand with the growing U.S. economy. After companies like Procter & Gamble (NY...

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  • An ETF to Capture Middle-Capitalization Companies

    12-16-2014 10:30 AM by Tom Lydon

    Exchange traded fund investors can customize their investment exposure with various asset class categories. For instance, there are three options that track the S&P MidCap 400 index, but the ETFs are not all the same. The SPDR S&P MidCap 400 ETF (NYSEArca: MDY) is the ...

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  • Tread Carefully With Non-Transparent ETFs

    11-07-2014 01:22 PM by Todd Shriber

    Late Thursday, the Securities and Exchange Commission again sent shockwaves through the exchange traded products industry by approving Eaton Vances (NYSE: EV) for exchange-traded managed funds (ETMFs), a type of exchange traded product that does not disclose its holdings on a dai...

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  • Broad Stock ETFs for a Passive Allocation Investment Strategy

    10-29-2014 08:00 AM by Tom Lydon

    Instead of compiling market segments and sectors into a comprehensive equities portfolio, investors should utilize broad index-based exchange traded fund as an efficient way to capture broad market exposure. "For taxable accounts, a broad index fund is a better option for inve...

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  • Strong Dollar Could Hurt Mega-Cap ETFs

    10-28-2014 08:00 AM by Tom Lydon

    So far, so good. Of the S&P 500 components that have reported third-quarter earnings, multi-national companies revealed a limited effect from a strong U.S. dollar on overseas revenue. However, exchange traded funds that track large multi-national U.S. companies could begin to...

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  • Mid-Cap ETFs Keep Shining

    09-03-2014 08:00 AM by Todd Shriber

    Still overlooked by many investors, mid-cap stocks and the corresponding exchange traded funds continue delivering impressive performances, proving that ignoring mid-caps can prove hazardous to a portfolios health. Over the past three months, the SPDR S&P MidCap 400 ETF (N...

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  • Equity ETFs Gathering Plenty of Cash in July

    07-14-2014 01:24 PM by Todd Shriber

    So much for the summer doldrums. The Dow Jones Industrial Average is sitting on a triple-digit gain, having earlier touched a new intraday record high during Mondays trading session. While the S&P 500 has another eight points to go to get back to its record high touched on...

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  • iShares Tops Second-Quarter ETF Inflows

    07-01-2014 02:36 PM by Todd Shriber

    BlackRocks (NYSE: BLK) iShares unit, the worlds largest issuer of exchange traded funds, was the leading gather of ETF assets in the second quarter. iShares pulled in $21.4 billion in new ETF assets during the April through June period, besting rival Vanguard by nearly 18%, re...

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  • A Mid-Cap ETF to the Core

    07-01-2014 10:00 AM by Todd Shriber

    Due to compelling valuations and amid expectations of robust economic growth for the second quarter and second half, some analysts are bullish on mid-cap stocks and exchange traded funds. "S&P Capital IQ believes mid-cap stocks, which have a combination of strong earnings ...

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  • Mid-Cap ETFs Find a Sweet Spot

    03-03-2014 07:30 AM by Tom Lydon

    After stumbling earlier this year, equities are recovering with mid-cap exchange traded funds coming out on top. Mid-cap stocks and ETFs are outperforming other asset class categories year-to-date. The S&P MidCap 400 Index has gained 2.4% so far this year, but the S&P ...

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  • Resources-Based ETFs Coming Back From The Dead

    10-03-2013 03:30 PM by Gary Gordon

    If one focused his/her attention solely on year-to-date performance, he/she might eschew foreign stock ETFs altogether. With the S&P 500 SPDR Trust (SPY) and the iShares S&P Mid-Cap 400 (IJH) garnering 18% and 22% respectively, who needs to dabble in emerging markets? Aft...

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  • Mid-Cap ETFs in the Groove

    08-21-2013 04:27 PM by Tom Lydon

    Being stuck in the middle may not be so bad for mid-cap stock exchange traded funds that have outperformed their larger counterparts and experienced less volatility than smaller companies. Theres a case to be made for midcap stocks to be in a sweet spot for investors, Todd Ros...

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  • What to Look for in a 'Core' ETF Investment Portfolio

    03-25-2013 02:48 PM by Tom Lydon

    When constructing a well diversified exchange traded fund portfolio, it is important to maintain strong "core" allocations before diverging off the beaten path. "Ideal strategic 'core' portfolios give broadly diversified exposure to an entire asset class," according to Morning...

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  • A Look at Mid-Cap and Small-Cap ETFs

    03-01-2013 12:21 PM by Tom Lydon

    Diversified ETFs are a great way to buy the total U.S. stock market. However, mid-cap and small-cap ETFs provide a way to focus on particular market segments . "Mid caps are considered too big and safe for those seeking volatile small cap exposures, while they are often co...

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  • Mid-Cap ETFs Off and Running in 2013

    01-16-2013 10:47 AM by Tom Lydon

    Mid-cap stocks are posting highs in 2013, with focused exchange traded funds rallying along side them. This asset class could be a happy medium for an uncertain stock market. These middle of the road securities, as represented by the benchmark S&P 400 Mid-Cap Index, are no...

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  • Investors Come Out on Top in ETF Fee War

    11-05-2012 07:40 AM by Tom Lydon

    After Vanguard and Charles Schwab aggressively cut expense ratios in the so-called exchange traded fund fee war, BlackRock's iShares responded with low fees on its line of "core" funds. For the long-term investor, the price cuts will translate to a nice bundle of extra cash. T...

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  • ETF Chart of the Day: Mid-Cap Stocks

    02-17-2012 10:22 AM by Paul Weisbruch, Street One Financial

    Earlier this week we noticed sizable outflows in one of the largest and well known equity exchange traded funds out there, SPDR S&P Midcap 400 (NYSEArca: MDY). The fund has seen at least $600 million exit this week via redemption activity as it challenges its highest price le...

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  • ETF Chart of the Day: U.S. Mid-Cap Funds

    01-04-2012 10:11 AM by Paul Weisbruch, Street One Financial

    Sticking with yesterday's theme of recapping how various index methodologies performed in the U.S. large cap core equity space in 2011, today we examine exchange traded funds that focus on mid cap stocks. A dividend weighted approach, DON (WisdomTree Mid Cap Dividend), fared v...

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  • ETF Chart of the Day: Schwab U.S. Large-Cap (SCHX)

    07-18-2011 09:49 AM by Paul Weisbruch, Street One Financial

    In late 2009, Charles Schwab Investment Management forayed into the exchange traded fund market by unveiling some of the lowest cost, if not the lowest cost index ETFs in various slices of the market including U.S. large, mid, and small-cap equity, U.S. REITs, fixed income, and i...

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  • Sell ETFs in May and Go Away?

    04-26-2011 03:06 PM by Tom Lydon

    A centuries-old adage seems to hold true for a seasonal trend in the stock market. Sam Stovall, chief investment strategist at Standard & Poor's Equity Research, uses the old quote to best describe the next few months: "Sell in May and go away. Do not return until St. Lege...

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  • Mid-Cap ETFs Get Their Moment In The Limelight

    03-15-2011 11:30 AM by Tom Lydon

    As investors start to diversify their equity holdings, medium-sized companies and mid-cap exchange traded funds (ETFs) are standing out and experiencing greater flows of cash into the asset class. In February, mid-cap ETFs experienced five times the amount of new investment in...

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  • Investing In Corporate America With ETFs

    11-27-2010 01:00 PM by Tom Lydon

    Over the long run, U.S. equities have provided a sizable return, but short-term volatility may make or break investments in the market and exchange traded funds (ETFs). Investors should invest intelligently to maximize potential gains in U.S. stocks. Inflation poses a short-te...

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  • The Value of Mid-Cap ETFs

    09-21-2010 01:00 PM by Tom Lydon

    Like middle children, it's easy for mid-cap exchange traded funds (ETFs) to get lost in the shuffle between the larger and smaller corporations. But mid-caps have a role, too, and shouldn't be neglected. Mid-cap ETFs generally are intended to add diversification to a broader l...

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  • Mid-Cap ETFs: Take Your Pick

    10-30-2009 02:00 PM by Tom Lydon

    When we listen to the news, we mostly hear about large, brand-name companies. However, mid-sized companies and related exchange traded funds (ETFs) have shown some decent gains as the economy rights itself. According to Will McClatchy for ETFZone, overweighting or underweighti...

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  • Why Mid-Cap Shares & ETFs Have The Spotlight

    09-25-2009 03:00 PM by Tom Lydon

    Mid-cap stocks and the related exchange traded funds (ETFs) have enjoyed the same rally as the broader market, but is there enough power behind them to sustain the momentum they have? Mid-cap stocks and companies have done well as the broader market has recovered: in the last...

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