ETF Resumé

IVVTicker Symbol

S&P 500 Index IsharesFund

  • U.S. Stock ETFs Little Changed as Q1 End Nears

    03-29-2017 01:53 PM by Max Chen

    Political views on potential policy changes have kept bullishness from strong fundamentals in check, with traders keeping markets within a tight range as the end of the first quarter nears. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF ...

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  • Bargain Hunters See a Good Entry Point into U.S. Stock ETFs

    03-28-2017 01:52 PM by Max Chen

    U.S. equities and stock exchange traded funds bounced back on Tuesday, trying to end a losing streak after the Trump administration's failed attempt to pass a replacement for the Affordable Care Act. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Steam Coming Out of Markets Below the Surface

    03-27-2017 06:07 PM by Brenton Garen

    ETF Trends publisher Tom Lydon appeared on CNBC's Closing Bell on Monday to talk about the $120 billion in year-to-date inflows into ETFs, including global exchange traded products adding $62.9 billion in February, the best February flows on record and record year-to-date pac...

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  • U.S. Stock ETFs Continue Rout After Failed Healthcare Plan Overhaul

    03-27-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded funds plunged early Monday but pared some of the losses mid-day, with the Dow Jones Industrial Average set for its longest losing streak since the start of 2017, as investors grew wary of the Trump administration's ability to enact pro-...

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  • Healthcare Bill Vote Keeps Hold of U.S. Stock ETFs

    03-24-2017 02:02 PM by Max Chen

    U.S. equities and stock exchange traded funds strengthened Friday as investors braced for the final tally on the healthcare bill that is seen as a dry run for President Donald Trump's ability to pass his promised legislations through Congress. The S&P 500 Index, along ...

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  • U.S. Markets, ETFs Wait on Healthcare Vote in Congress

    03-23-2017 02:04 PM by Max Chen

    U.S. equities and stock exchange traded funds rose Thursday ahead of a planned vote on a healthcare bill in Congress that could set the tone on the Donald Trump administration's future policy changes. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Investors Look for Bargains in U.S. Stock ETFs

    03-22-2017 01:53 PM by Max Chen

    U.S. equities and stock exchange traded funds rebounded Wednesday, with growth technology names leading the charge, as traders tried to capitalize on the biggest one-day pullback since the election. The S&P 500 Index, along with related funds including the SPDR S&P...

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  • Waning Confidence in Trump Trade Drags on Stock ETFs

    03-21-2017 02:42 PM by Max Chen

    U.S. equities and stock exchange traded funds plunged Tuesday as traders grew pessimistic over President Donald Trump's ability to enact a number of expansionary policies in a timely fashion. The S&P 500 Index, along with related funds including the SPDR S&P 500 ET...

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  • Listless U.S. Stock ETFs Try to Find Their Momentum

    03-20-2017 01:58 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Monday as investors continued to break down the Federal Reserve's rate hike decision and looked to global events for their next cue. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Dividend Payers Help Strengthen U.S. Markets, ETFs

    03-17-2017 01:50 PM by Max Chen

    U.S. equities and stock exchange traded funds managed to inch higher Friday as dividend-generating sectors helped strengthen markets, despite the Federal Reserve's tightening monetary policy outlook. The S&P 500 Index, along with related funds including the SPDR S&...

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  • U.S. Stock ETFs Lose a Step on Obamacare Uncertainty

    03-16-2017 01:49 PM by Max Chen

    U.S. equity and stock exchange traded funds weren't able to maintain their momentum, following the Federal Reserve rate hike decision on Wednesday, as the healthcare sector drags on the broader market. The S&P 500 Index, along with related funds including the SPDR S&am...

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  • U.S. Stock ETFs Strengthen Thanks to Fed Rate Decision

    03-15-2017 01:52 PM by Max Chen

    U.S. equities and stock exchange traded funds increased Wednesday ahead of the Federal Reserve announcement as the markets widely anticipated the first interest rate hike for the year. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSE...

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  • Getting a Better Handle on ETF Investing

    03-14-2017 05:04 PM by Tom Lydon

    The exchange traded fund universe has quickly expanded as more investors divert their wealth to the investment vehicle. While the number of fund options may be daunting, it is also important to keep in the mind basics or best practices when investing in ETFs. In the invest...

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  • The Second ETF to Join the $100 Billion Club

    03-14-2017 03:15 PM by Max Chen

    Another exchange traded fund that tracks the benchmark S&P 500 has crossed over the $100 billion marker. The iShares Core S&P 500 ETF (NYSEArca: IVV) is the second ETF to step into the $100 billion territory. IVV now holds about $101.2 billion in assets under manag...

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  • U.S. Stock ETFs Slip as Oil Prices Slide

    03-14-2017 01:48 PM by Max Chen

    U.S. equities and stock exchange traded funds dipped Tuesday as crude oil prices declined for the sixth consecutive day. The markets were also on shaky ground ahead of the highly anticipated Federal Reserve announcement tomorrow. The S&P 500 Index, along with related f...

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  • Fed Policy Keeps Stock ETF Traders on Edge

    03-13-2017 02:12 PM by Max Chen

    U.S. equities and stock exchange traded funds slightly dipped Monday as investors prepped for the widely anticipated Federal Reserve interest rate hike later this week. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iSha...

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  • Jobs Data is Both a Blessing and Curse for Stock ETFs

    03-10-2017 01:57 PM by Max Chen

    U.S. equities and stock exchange traded funds surged early Friday after a strong jobs report bolstered confidence in the economic outlook, but the earlier enthusiasm faded as traders speculated that the solid numbers could trigger even more rate hikes out of the Federal Reser...

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  • Rate Hike Speculation Triggers Swings in Stock ETFs

    03-08-2017 03:08 PM by Max Chen

    U.S. equities and stock exchange traded funds were experiencing some gyrations between losses and gains Wednesday after strong hiring data fueled speculation of a rate hike next week. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEA...

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  • Political Risks Grip U.S. Stock ETFs

    03-06-2017 05:37 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Monday as traders took a cautious stance in light of geopolitical risks in East Asia and concerns that the president Donald Trump's wiretapping accusations could distract from the economic agenda. The S&P 500 Inde...

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  • 2017 ETF Inflows Are Already Smashing Records

    03-03-2017 03:52 PM by Max Chen

    Fueled by the ongoing risk-on environment amidst the so-called Trump rally, exchange traded funds attracted new assets at their fastest pace of any year on record. Global investors funneled $62.9 billion into ETFs in February, bringing the total to $124 billion in net infl...

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  • U.S. Stock ETFs Muted on Expectations of a Tighter Monetary Policy

    03-03-2017 01:46 PM by Max Chen

    As Federal Reserve Chairwoman Janet Yellen hinted at a rate hike and removal of accommodative measures, U.S. equities and stock exchange traded funds continued to slip Friday. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY...

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  • February ETF Flows Reveal Rising Preference for Risk Assets

    03-02-2017 05:32 PM by Tom Lydon

    Individual exchange traded funds attracted heavy inflows and surprisingly low outflows over February relative to the previous month, revealing ETF investors' growing demand for risk assets. For instance, the iShares iBoxx $ Investment Grade Corporate Bond ETF (NYESArca: LQ...

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  • U.S. Stock ETFs See Some Profit Taking After a Record-Setting Day

    03-02-2017 01:59 PM by Max Chen

    U.S. equities and stock exchange traded funds slipped Thursday as traders seemed to engage in the time-honored tradition of taking profits after a string of record gains over the past two weeks. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Rally with Dow Breaking 21,000

    03-01-2017 01:54 PM by Max Chen

    U.S. equities and stock exchange traded funds climbed Wednesday, with the Dow Jones Industrial Average topping 21,000 for the first time ever, as investors grew more optimistic on the economic outlook, following announcements from President Donald Trump and Federal Reserve of...

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  • ETF Performance Report: February 2017

    02-28-2017 05:27 PM by Max Chen

    U.S. equities and stock exchange traded funds ended February on a sullen note, with the Dow Jones Industrial Average snapping a 12-day winning streak, as cautious investors await President Donald Trump's speech to Congress. Nevertheless, U.S. stocks took off over February,...

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  • U.S. Stock ETFs Wait on Trump's 'Big' Infrastructure Announcement

    02-27-2017 02:12 PM by Max Chen

    U.S. equities and stock exchange traded funds were slightly positive, trading near record levels, as investors optimistically wait on President Donald Trump's Tuesday address to a joint session of Congress. The S&P 500 Index, along with related funds including the SPDR...

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  • U.S. Stock ETFs Pull Back, Dow on Pace to End 10-Day Streak

    02-24-2017 01:52 PM by Max Chen

    U.S. equities and stock exchange traded funds lost their momentum Friday, with the Dow Jones industrial Average set to break its longest streak of record highs since 1987, as cautious investors reevaluate the so-called Trump rally. The S&P 500 Index, along with related...

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  • Technology Drags on U.S. Stock ETFs

    02-23-2017 01:48 PM by Max Chen

    U.S. markets and stock exchange traded funds were mostly flat Thursday as the technology sector weakened, with the broader Nasdaq Composite retreating led by a plunge in Nvidia (NasdaqGS: NVDA). The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Meander Ahead of Fed Comments

    02-22-2017 01:46 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Wednesday ahead of minutes out of the Federal Reserve's policy meeting, with the energy sector dragging on markets on a projected expansion in U.S. crude oil stockpiles. The S&P 500 Index, along with relate...

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  • Strong Earnings Help U.S. Stock ETFs Maintain Record Pace

    02-21-2017 02:07 PM by Max Chen

    U.S. equities and stock exchange traded funds continued to hit new records as market optimism and strong retail earnings help support the momentum. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ...

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  • U.S. Stock ETFs Take a Breather After a Record Week

    02-17-2017 02:04 PM by Max Chen

    U.S. equities and stock exchange traded funds are taking a breather after optimism over a stronger economy helped propel U.S. markets to records. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (N...

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  • U.S. Stock ETFs Maintain Their Record Run

    02-14-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded funds turned positive in mid-Tuesday after Federal Reserve Chairwoman Janet Yellen pointed to strengthening economic cues that could support short-term interest rate hikes. The S&P 500 Index, along with related funds including th...

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  • 'Trump Trade' Helps U.S. Stock ETFs Push Toward New Heights

    02-13-2017 01:58 PM by Max Chen

    U.S. equities and stock exchange traded funds pushed to record intraday highs Monday, with the benchmark S&P 500 gathering over $20 trillion in combined market-capitalization for the first time, as investors grew more optimistic on President Donald Trump's promised expansiona...

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  • U.S. Stock ETFs' Record Run Still Has Legs

    02-10-2017 01:53 PM by Max Chen

    U.S. equities and stock exchange traded funds continued their record push as investors remained optimistic that President Donald Trump will unveil tax reform plans in the weeks ahead. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEA...

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  • U.S. Stock ETFs Renew Record Highs on Trump's Tax Plan

    02-09-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds jumped to new heights after President Donald Trump promised he would soon make an official announcement that would be "phenomenal in terms of tax." The S&P 500 Index, along with related funds including the SPDR S&P 500 ...

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  • U.S. Stock ETFs Calmly Break to New Heights

    02-07-2017 01:48 PM by Max Chen

    U.S. equities and stock exchange traded funds were largely stuck in sideways action, but the benchmark Dow Jones Industrial Average and Nasdaq Composite still managed to break into record highs. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Slip as Investors Turn Risk-Off

    02-06-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds weakened Monday as investors turned to safer gold bullion and U.S. Treasury plays in response to mounting political risks. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares ...

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  • U.S. Stock ETFs Stuck in Listless Trading

    02-02-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded funds were relatively flat Thursday as traders grew wary of further political risks in response to President Donald Trump's latest protectionist stance. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (...

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  • U.S. Stock ETFs Turn Higher as Fed Keeps Rates Unchanged

    02-01-2017 02:51 PM by Max Chen

    U.S. equities and stock exchange traded funds inched higher after the Federal Reserve kept interest rates unchanged Wednesday, but pointed to a relatively upbeat U.S. economy that suggested the central bank could tighten its monetary policy later this year. The S&P 500 Ind...

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  • Trump Policy Concerns, Weak Earnings Grip U.S. Stocks ETFs

    01-31-2017 01:48 PM by Max Chen

    Lackluster fourth quarter results, along with weak consumer confidence data, caused U.S. equities and stock exchange traded funds to weaken Tuesday, notably in the technology and industrial sectors. The S&P 500 Index, along with related funds including the SPDR S&P 500...

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  • U.S. Stock ETFs Pause on Lackluster Earnings, Economic Growth

    01-27-2017 03:30 PM by Max Chen

    U.S. equities and stock exchange traded funds slightly weakened Friday on underwhelming corporate earnings and data showing economic growth cooled in the fourth quarter. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares...

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  • Value Has Been an Outperforming ETF Investment Factor

    01-26-2017 04:52 PM by Tom Lydon

    Value-oriented stock exchange traded funds have been outperforming and may continue to lead the markets as we head toward the late business cycle and after falling behind the growth style in recent years. "Value was the best performing factor for the second consecutive quarter...

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  • U.S. Stock ETFs in Mixed Trading After Record Run

    01-26-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds were mixed Thursday as investors digested the record run up in the prior session. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and ...

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  • U.S. Stock ETFs: Trump Bets, Earnings Help Push Dow Over 20,000

    01-25-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds have regained their momentum, with the Doe Jones Industrial Average crossing over the 20,000 for the first time. The Dow was trading up 0.8% to 20,068.4 at last check while Dow-related ETFs, the SPDR Dow Jones Industrial Average ET...

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  • Q4 Earnings Help Put U.S. Stock ETFs Back on Track

    01-24-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds bounced back on Tuesday as strong fourth quarter earnings numbers help draw investors. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV)...

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  • Trump Policy Changes Shake U.S. Stock ETFs

    01-23-2017 01:45 PM by Max Chen

    U.S. equities and stock exchange traded funds slipped Monday after President Donald Trump's comments on the country's trade and tax policies weighed on investors' outlook. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShar...

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  • U.S. Stock ETFs Pare Gains After President Trump's Speech

    01-20-2017 02:35 PM by Max Chen

    U.S. equities and stock exchange traded funds started off on a strong footing Friday but quickly trimmed early morning gains as President Donald Trump made his inaugural speech. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY),...

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  • U.S. Stock ETFs Dip Ahead of Trump's Swearing-in

    01-19-2017 01:46 PM by Max Chen

    After a strong rallying follow the presidential elections, U.S. equities and stock exchange traded funds are stuck in tight range and even weakened as investors pared down bets ahead of Donald Trump's presidential inauguration on Friday. The S&P 500 Index, along with relat...

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  • U.S. Stock ETFs Flat as Political Risk Keeps a Lid on Markets

    01-18-2017 01:43 PM by Max Chen

    U.S. markets and stock exchange traded funds were mixed Wednesday as investors weighed the prospects of a strong earnings season against the political uncertainty surrounding Donald Trump's inauguration. The S&P 500 Index, along with related funds including the SPDR S&...

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  • Passive, Low-Cost ETFs Attract Record Inflows

    01-17-2017 02:42 PM by Max Chen

    Exchange traded fund providers are attracting record inflows as more investors look to low-cost, passive index-based products to track market moves. BlackRock Inc., the world's largest asset manager and largest ETF provider, is experiencing record cash inflows, bringing in $14...

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  • Earnings Growth Could Help Sustain U.S. Stock ETF Rally

    01-17-2017 02:02 PM by Max Chen

    The S&P 500 is expected to reveal positive earnings growth for the fourth quarter, supporting further strength in U.S. stocks and related exchange traded funds. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core...

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  • U.S. Stock ETFs Advance as Banks Kick Off Earnings Season

    01-13-2017 01:44 PM by Max Chen

    U.S. equities and stock exchange traded funds regained their footing Friday, strengthening on the fourth quarter earnings outlook, with financial shares rising after three of the largest American lenders revealed results. The S&P 500 Index, along with related funds includi...

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  • U.S. Stocks, ETFs Stumble Ahead of Q4 Financial Earnings Report

    01-12-2017 05:09 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Thursday ahead of the start of earnings report from some of the largest banks of Wall Street. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ET...

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  • Trump Comments Shake U.S. Stocks, ETFs

    01-11-2017 01:41 PM by Max Chen

    President-elect Donald Trump made his first formal news conference, churning financial markets and U.S. stock exchange traded funds. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV)...

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  • Financials, Industrials Help U.S. Market ETFs Maintain Momentum

    01-10-2017 01:47 PM by Max Chen

    U.S. equities and stock exchange traded funds bounced higher Tuesday as financials and industrials took charge. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard 500 Ind...

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  • U.S. Stock ETFs Dip as Energy Drags on Markets

    01-09-2017 01:43 PM by Max Chen

    U.S. equities and stock exchange traded funds retreated Monday as falling crude oil prices hit the energy sector, but technology stocks remained one area that avoided the storm. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY),...

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  • U.S. Markets, Stock ETFs Slip As Traders Turn Cautious

    01-05-2017 01:55 PM by Max Chen

    U.S. equities and stock exchange traded fund pulled back Thursday as bank stocks dropped the most since September and consumer discretionary names retreated on concerns over major retailers. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF...

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  • Consumer Stocks Help Push S&P 500 ETFs Toward Record Highs

    01-04-2017 08:10 PM by Max Chen

    U.S. equities and S&P 500 related exchange traded funds are nearing record highs yet again as consumer cyclical stocks help support the gains. The S&P 500 Index, along with related funds including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 E...

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  • CNBC Year-End ETF Wrap Up with Tom Lydon

    12-30-2016 04:18 PM by ETF Trends

    ETF Trends publisher Tom Lydon just joined CNBC at the closing bell to talk about all the woes and joys that exchange traded funds experienced through 2016. There are now 1,960 U.S.-listed exchange traded products with $2.550 trillion in net assets under management after the E...

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  • Most Popular & Most Hated ETFs of 2016

    12-29-2016 05:12 PM by Tom Lydon

    The year 2016 has been filled with great oscillations as investors were taken on a wild ride, with some markets and exchange traded fund standing out from the rest. There are now 1,960 U.S.-listed exchange traded products with $2.550 trillion in net assets under management aft...

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  • U.S. Stock ETFs Are Global Winners

    12-29-2016 02:30 PM by Max Chen

    Ever since the presidential elections, the S&P 500 and U.S. stock exchange traded funds have unexpectedly pulled ahead of their global peers. After global benchmarks mostly rallied in unison over the past five years, U.S. markets are enjoying a sudden lead in the ongoing b...

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  • ETF Investors Look Complacent with VIX at Lowest in Over a Year

    12-21-2016 02:23 PM by Max Chen

    The CBOE Volatility Index-related exchange traded funds are breaking down to new lows, with the VIX hitting its lowest in over a year, reflecting an increasingly complacent equities market. Over the past three months, the iPath S&P 500 VIX Short Term Futures ETN (NYSEArca:...

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  • Low Fees Help Passive, Index-Based ETFs Shine

    12-15-2016 04:52 PM by Max Chen

    The underperformance of many high-cost open-end mutual funds has pushed many investors toward cheap, index-based exchange traded funds. Year-to-date through December 8, the average large-cap core mutual fund rose 10.5%, compared to the S&P 500's 12.2% gain, Todd Rosenbluth...

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  • U.S. Stock ETFs Retreat After Record Defying Rally

    12-14-2016 05:30 PM by Max Chen

    U.S. equities and stock exchange traded funds declined in volatile action late Thursday after the Federal Reserve raised interest rates for the second time in a decade. On Thursday, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vang...

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  • November Was a Huge Month for U.S. Stock ETFs

    12-01-2016 05:24 PM by Tom Lydon

    After diving into bonds in a year of rising uncertainty, exchange traded fund investors finally shifted gears and turned to riskier stocks over November on increasing bets that President-elect Donald Trump could fuel economic growth. Small-capitalization stock ETFs were a ...

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  • How Market, Stock ETFs Will React After the Election

    11-04-2016 04:02 PM by Max Chen

    Election day is right around the corner. How will the equities markets and stock exchange traded funds react to a new administration? So far, U.S. stocks have been gripped with volatility ahead of a contentious presidential election. Over the past month, the SPDR S&P 500 E...

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  • ETF Investors Shunned Bonds, Dividends in October

    11-01-2016 05:37 PM by Tom Lydon

    Investors are beginning to take a Federal Reserve interest rate hike seriously as improving economic data allows the central bank more leeway in tightening monetary policies. Consequently, we witnessed greater redemptions out of real estate investment trusts, fixed-income asse...

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  • September ETF Flows Reveal Investors' Preference for U.S., EM Stocks

    10-06-2016 05:25 PM by Tom Lydon

    Equities recovered from a slight pullback and stuck to range bound trading for most of September, but investors still piled into stocks as traders positioned for continued growth ahead. The Real Estate Select Sector SPDR Fund (NYSEArca: XLRE) stood out in September, gaining $3...

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  • 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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  • ETFs: Invest Like an EconomistNot a Stock Picker

    10-03-2016 10:59 AM by Astor Investment Management

    By Rob Stein,Astor Investment Management CEO While the expansion of the $3 trillion ETF industry continues to attract attention for the sheer size and popularity of this investment vehicle, there is yet another reason to favor ETFsone thats near to my heart as an economist and...

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  • Which S&P 500 ETF Is Right For You?

    09-30-2016 06:14 PM by Tom Lydon

    Exchange traded fund investors have a number of ways to track the S&P 500 Index, but each option shows small differences that can produce different results. For starters, the SPDR S&P 500 ETF (NYSEArca: SPY) is the largest ETF and the first U.S.-listed ETF to hit the m...

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  • Emerging Market ETF Investments Were a Big Theme in August

    09-01-2016 05:43 PM by Tom Lydon

    In a month marked by flat U.S. markets, with thin and narrow trading, exchange traded fund investors sought out areas of higher return, targeting emerging market assets over August. Among the most popular ETF trades, the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) and Va...

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  • Revenue Growth Driving Markets, S&P 500 ETFs Higher

    08-01-2016 02:50 PM by Max Chen

    The S&P 500 and index-related exchange traded funds have been making new highs as U.S. companies are on track to report year-over-year growth in revenues for the first time since 2014. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NY...

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  • July ETF Flows Show Investors Turned Risk-On

    08-01-2016 08:25 AM by Tom Lydon

    Many expected a post-Brexit environment would weigh on sentiment and push investors toward safer assets. However, exchange traded funds that track stocks and riskier assets continued to draw investors over July, with the S&P 500 and emerging market exposure among the stand...

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  • Is It Finally Time for Growth ETFs to Shine?

    07-22-2016 08:20 AM by Tom Lydon

    As global uncertainty dissipates and the equities markets push toward new highs, growth stocks and related exchange traded funds are beginning to outpace the value category. Over the past week, the iShares S&P 500 Growth ETF (NYSEArca: IVW), Vanguard S&P 500 Growth ETF...

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  • Despite Swings, Stock ETF Outlook Still Looks Strong

    07-07-2016 03:57 PM by Max Chen

    While the markets have been weighed down by various uncertainties, stock exchange traded funds may still strengthen as many still expect the S&P 500 to maintain its momentum, with the health care sector leading the charge. Industry analysts in aggregate predict the S&P...

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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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  • How U.S. Stock ETFs Stack Up to Brexit Concerns

    06-22-2016 04:00 PM by Max Chen

    If the United Kingdom decides to break off from the European Union, stock exchange traded funds investors may be better off sticking to U.S. markets and related exchange traded funds. "All you can do here in the United States, given the low level of interest rates, is go to th...

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  • Actively Managed Funds Continue to Lag Indexing, Passive ETFs

    06-03-2016 03:38 PM by Max Chen

    The ongoing underperformance in actively managed mutual funds is triggering a shift in the fund industry toward cheaper, passive index-based exchange traded funds. The S&P Global Market Intelligence's Mutual Fund Research Group revealed that only 437 of 2053, or 21%, large...

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  • Investors Lean Toward Large-Caps

    06-03-2016 09:00 AM by Tom Lydon

    Investors often have a large-cap bias, but when markets are volatile, that bias can help investors navigate turbulent times. Of course, there are plenty of exchange traded funds with which to embrace large-caps, including the the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core...

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  • ETF TMI: 9 iShares ETFs Launch on Bats Exchange

    05-16-2016 01:32 PM by Brenton Garen

    Got a case of TMI (Too Much Information)? ETF Trends takes a condensed look at latest happenings 9 iShares ETFs Launch on BatsExchange Bats Exchangewelcomed nine new exchange traded funds (ETFs) from iShares to its U.S. market on Thursday, the largest number of listings in one ...

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  • Stock ETFs Are Rebounding. Now What?

    04-18-2016 05:21 PM by Max Chen

    The equities market and stock exchange traded funds are recovering. While some have reservations on the extent of the recovery, the stock market may still has legs. S&P 500 index-related ETFs, including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF...

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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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  • ETF Investors Flock to Safe-Haven Assets

    02-05-2016 04:37 PM by Tom Lydon

    The lackluster earnings season and ongoing economic weakness have caused exchange traded fund investors to shift away from riskier equity markets into more conservative, safe-haven assets. According to EPFR data, investors redeemed over $10 billion from U.S. equity funds in th...

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  • Stock ETFs Could Pull out of the Malaise

    02-02-2016 06:00 PM by Tom Lydon

    After the worst month of a new year since 2009 and an earnings recession, economic growth could support the equities market and stock exchange traded funds ahead. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard ...

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  • Why ETFs Are Taking Territory from Futures

    01-06-2016 07:00 AM by Tom Lydon

    Due in large part to the lower fees associated with exchange traded funds, more professional traders are turning to ETFs to replace futures, swaps and other derivatives products. Traditional ETFs track underlying indexes, which is made possible through the share creation and r...

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  • Active Mutual Funds Continue to Fall Short of Indexing, ETFs

    12-29-2015 05:00 PM by Tom Lydon

    Many expected this to be the year that active mutual fund managers would be able to pick and choose their battles and generate alpha for investors. However, active managers continued to underperform benchmarks, bolstering the case for low-cost, passive index-based exchange traded...

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  • ETF Investors: Are You Prepared for 2016?

    12-14-2015 03:30 PM by Tom Lydon

    As we head toward the a new year, exchange traded fund investors should reflect on what has happened through a tumultuous year and plan for potential risks and opportunities ahead. On the upcoming webcast, The Big Picture: Year-End Review and 2016 Outlook, Ron Saba, senior man...

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  • The Bright Side of Rising Rates for Stock Market, ETFs

    11-23-2015 03:00 PM by Tom Lydon

    As the financial markets wait for the Federal Reserve to pull the trigger on an interest rate hike, stock exchange traded fund investors should be assuaged knowing that higher rates typically imply strengthening economic conditions. Last week, the S&P Composite 1500 gained...

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  • A Look At October's Incredible Equity ETF Inflows

    11-02-2015 04:00 PM by Max Chen

    After the summer pullback, investors dived back into stock exchange traded funds over October, adding to the best monthly equity market rally in four years. U.S.-listed stock ETFs attracted more inflows over October than the rest of the year combined, reports Eric Balchunas fo...

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  • International Equity ETFs' Record Setting Year

    11-02-2015 07:30 AM by Tom Lydon

    Although advisors and investors have focused intently on the Federal Reserve's plans for interest rates this year, fixed income exchange traded funds have swelled in size and popularity. In fact, bond ETFs listed around the world now have more than $500 billion in combined assets...

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  • 2 Reasons To Be Skeptical Of Value ETFs Surge

    10-20-2015 03:35 PM by Tom Lydon

    Value stocks and related exchange traded funds have rebounded over the past month but the rally may not last. Over the past month, value stocks have outpaced the growth category. For instance, the iShares S&P 500 Value ETF (NYSEArca: IVE), Vanguard S&P 500 Value ETF (N...

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  • Active Mutual Fund Managers Can't Keep Up

    10-05-2015 11:01 AM by Tom Lydon

    Actively managed mutual funds have been getting pummeled over the past few months, adding to the investment case for passively managed index-based investments and exchange traded funds as a better way to track the markets. According to a J.P. Morgan U.S. equity strategy note, ...

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  • Red Herrings In The Marketplace: How To Invest In A Twilight Zone

    09-17-2015 01:19 PM by Gary Gordon

    Workers have jobs. The headline unemployment rate at 5.1% proves it, right? Yet the percentage of working-aged folks in the labor force at 62.6% represents the lowest employment rate since the late 1970s. Equally troubling? Wages/salaries rose a mere 0.2% in the second quarter. T...

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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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  • 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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  • Despite Trading Near Highs, Stock ETF Valuations Aren't Expensive

    07-21-2015 10:30 AM by Tom Lydon

    U.S. equities and stock-related exchange traded funds have bounced back, but investors should not be concerned about a bubbling market as valuations have fallen on an improving earnings outlook. Over the past week, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P...

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  • U.S. Stocks, ETFs Could Rebound on Improved Earnings

    07-08-2015 03:15 PM by Max Chen

    As the earnings season kicks off, U.S. stocks and exchange traded funds could find second quarter results better than what many analysts have expected. For example, Bank of America Merrill Lynch argues that since oil prices and the U.S. dollar have been more stable over the se...

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  • U.S. Stocks, ETFs Can Still Push Higher in Rising Rate Environment

    06-23-2015 08:20 AM by Tom Lydon

    U.S. equities market and stock exchange traded funds may still have legs, even if the Federal Reserve hikes interest rates. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY) rose 3.0%, iShares Core S&P 500 ETF (NYSEArca: IVV) gained 3.4% and Vanguard 500 Index (NYSEAr...

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  • Why Index-Based ETFs Can Beat Active Funds

    06-16-2015 10:00 AM by Tom Lydon

    Many active strategies have fallen short of their benchmarks and passive exchange traded funds over the years as simple and concise indexing rules help keep index-based strategies on track. Over the past five years, only 21% of active mutual funds have outperformed their bench...

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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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  • Dalios Bridgewater Trims Stakes in Emerging Markets ETFs

    05-15-2015 07:30 AM by Tom Lydon

    Ray Dalios Bridgewater Associates, one of the worlds largest hedge funds, trimmed its exposure to emerging markets exchange traded funds during the first quarter while adding to stakes in ETFs that track U.S. equities. Bridgewater cut its investment the Vanguard FTSE Emerging ...

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  • Dollar's Loss May Be Large-Cap ETFs' Gain

    05-07-2015 11:30 AM by Tom Lydon

    With the U.S. dollar pulling back, investors should take a second look at exchange traded funds that track larger U.S. companies with a greater international footprint. Dubravko Lakos-Bujas, JPMorgan Chase & Co.s chief U.S. equity strategist, argues that the dollar's weakn...

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  • Comparing Popular S&P 500 ETF Options

    03-20-2015 10:30 AM by Tom Lydon

    Exchange traded fund investors have a number of options to track the S&P 500 Index, but each offering show small differences that can produce different results. For starters, the SPDR S&P 500 ETF (NYSEArca: SPY) is the largest ETF and the first U.S.-listed ETF to hit t...

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  • Bridgewater Pares Some ETF Stakes, Maintains Others

    02-12-2015 01:30 PM by Tom Lydon

    Ray Dalios Bridgewater Associates, one of the worlds largest hedge funds, did some minor tinkering to its positions in exchange traded funds during the fourth quarter. Bridgewater pared its stake in the SPDR S&P 500 ETF (NYSEArca: SPY), the worlds largest ETF, by 1.91 mill...

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  • iShares Leads 2014 ETF Inflows With Record $102.8B

    01-05-2015 12:09 PM by Todd Shriber

    BlackRocks (NYSE: BLK) iShares unit, the worlds largest issuer of exchange traded funds, said Monday led the global ETF industry with $102.8 billion in 2014 inflows, or 31% of the nearly $332 billion hauled in last year by the industry as a whole. Growth was driven by the iSha...

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  • U.S. Equity ETFs Lead 2014 Inflows

    12-31-2014 10:00 AM by Tom Lydon

    Earlier this month, the U.S. exchange traded products hit a major milestone when combined assets uner management across exchange traded funds and notes topped $2 trillion. Through December 22nd, assets have increased 18% this year from $1.698 trillion to $2.007 trillion based ...

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  • ETFs to Play Macro Themes for 2015

    12-24-2014 09:30 AM by Tom Lydon

    Stock exchange traded funds may continue their forward advance next year as the smart money remains largely bullish going in to the new year. Bank of America Merrill Lynch sees hedge funds as "trend bullish" on the equities market as large money managers that focus on stacks a...

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  • U.S. ETF Assets Hit $2 Trillion Milestone

    12-23-2014 12:00 PM by Tom Lydon

    Buoyed by strong inflows to equity and fixed income funds, the U.S. exchange traded products industry has hit another milestone, eclipsing $2 trillion in assets under management. Industry observers likely saw this landmark moment when November inflows data revealed that invest...

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  • S&P Says $781B in Global ETP Assets Track its Indices

    12-19-2014 08:00 AM by Tom Lydon

    S&P Dow Jones Indices, one of the largest providers of indices for exchange traded funds, said assets under managements for global exchange traded products that track the companys benchmarks have reached a combined $781 billion. That is a 20% increase over 2013 and a 31% m...

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  • Use Broad ETFs for Core Investment Positions

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

    With over 1,600 U.S.-listed exchange traded funds on the market, building an investment portfolio may seem daunting, but it does not have to be. Some investment advisors point out that new ETF investors can build a foundation with plain-vanilla, index-based products, writes Ar...

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  • A Turkey Day Rally for ETFs

    11-26-2014 08:20 AM by Todd Shriber

    Before setting off to enjoy the spoils of another Thanksgiving (family, feasting and football), exchange traded funds investors may want to consider doing some pre-Turkey Day shopping. Although U.S. stocks slightly backed off record highs Tuesday despite a surprise GDP report ...

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  • Bridgewater Boosts Stake in EEM

    11-13-2014 07:30 AM by Tom Lydon

    Ray Dalios Bridgewater Associates LP, one of the worlds largest hedge funds, increased its exposure to the iShares MSCI Emerging Markets ETF (NYSEArca: EEM) during the third quarter while reducing its allocation to the SPDR S&P 500 ETF (NYSEArca: SPY). Bridgewater added 4....

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  • Volatile Market Sends Investors to Some Familiar ETFs

    10-17-2014 08:20 AM by Tom Lydon

    Predictably, struggling stocks have prompted investors to seek refuge with bonds and fixed income exchange traded funds. Between Sept. 26 and Oct. 8, U.S. bond ETFs added $9.1 billion in new assets, according to BlackRock data. From Oct. 19 through Oct. 15, the iShares Core U....

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  • Getting Tactical and Thematic With ETFs

    10-14-2014 09:30 AM by Todd Shriber

    Professional investors often use exchange traded funds to express a tactical view, such as those that are seen with various sector rotation strategies. ETFs have also proven particularly useful for investors looking to exploit isolated themes. Whether it is profiting from soci...

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  • Boom Goes the Dynamite? S&P 500 ETFs Violate 200-Day Line

    10-14-2014 07:30 AM by Tom Lydon

    Heading into Monday, the S&P 500 had tumbled 4% over the prior month, but despite those woes, the benchmark U.S. equity index did at least one thing to encourage the bulls: Honor its 200-day moving average. A streak of nearly two years worth of closes above the 200-day lin...

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  • A Solid Third Quarter for ETF Inflows

    09-24-2014 12:30 PM by Todd Shriber

    After today, there are just four trading days left in the third quarter, so there is no time like the present to examine quarterly flows trends into and out of exchange traded funds. Before getting to that, it must be pointed out that on a year-to-date basis, investors have re...

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  • ECB Stimulus Signals Risk-On for Global Stock ETFs

    09-09-2014 07:30 AM by Tom Lydon

    The European Central Bank's decision to increase monetary stimulus could allow easy money to flow into global markets, bolstering exchange traded funds that track international equities. In response to the promise of cheap money out of the ECB, Goldman Sachs Group raised its s...

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  • Stock ETF Rally Could Find Help From Underperforming Active Funds

    09-05-2014 08:20 AM by Tom Lydon

    The majority of active large-cap funds have underperformed the broader market, but this may benefit the broad equities market and stock exchange traded funds as active managers try to play catch-up. Only 23% of large-cap mutual fund managers have outpaced the S&P 500 index...

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  • S&P 500s Race Above 2,000 Lifts Cash for its ETFs

    08-27-2014 08:20 AM by Tom Lydon

    The S&P 500, the benchmark U.S. equity index, closed above 2,000 for the first time on Tuesday, about 16 and a half years after it first touched 1,000. With Tuesdays gain of 0.1%, the S&P 500 is up 1.1% over the past month, not a jaw-dropping performance but one that h...

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  • S&P Says $7 Trillion Benchmarked to the S&P 500

    08-22-2014 10:00 AM by Tom Lydon

    S&P Dow Jones Indices, one of the largest providers of indices for use by issuers of exchange traded funds, said over $7 trillion in global assets were linked to the S&P 500 at the end of last year. That represents an increase of almost 22% from the end of 2012, said t...

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  • State Street: ETFs Add $17B in Assets in July

    08-05-2014 12:30 PM by Tom Lydon

    Despite a rocky month for U.S. stocks, investors poured $17 billion into exchange traded funds last month, though that is well off the pace of roughly $25 billion seen in June. Market prognosticators will likely point to the brewing escalation in the Ukraine, ongoing tensions ...

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  • Despite Declines, S&P 500 ETFs Add Cash

    08-04-2014 08:20 AM by Tom Lydon

    The S&P 500 tumbled 2.6% last week in what was the worst weekly performance for the benchmark U.S. index since 2012 as Argentinas third sovereign debt default in less than 30 years and renewed fears about the health of Portugals banking system sent equities sliding. Weakne...

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  • Stock ETFs' Valuation Metrics Paint a Different Picture

    06-29-2014 08:00 AM by Tom Lydon

    With major benchmark indices hovering around all-time highs, equities and stock exchange traded funds might be peaking, according to Robert Shiller. Shiller, a Yale professor and Nobel laureate, is "definitely concerned" about the current stock market environment based on the ...

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  • Alibabas Availability for Big ETFs Limited by Exchange Choice

    06-26-2014 04:17 PM by Todd Shriber

    Even before its Thursday announcement that it will list its widely anticipated initial public offering on the New York Stock Exchange under the ticker BABA, Alibabas options for entry into some of the largest U.S. exchange traded funds were limited. As a foreign company, Aliba...

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  • A Look at Some Seasoned Core ETFs

    06-11-2014 12:32 PM by Todd Shriber

    In another sign of the emphasis investors, professional and retail alike, place on exchange traded fund fees, BlackRocks (NYSE: BLK) iShares said Tuesday it is doubling the size of its low-cost core suite of ETFs to 20. The new additions to the iShares core lineup include four...

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  • Tactical Asset Allocation With ETFs

    06-05-2014 09:30 AM by Tom Lydon

    The exchange traded products industry continues to grow. With a growing number of products come increased opportunities for advisors to employ more tactical strategies with ETFs. Low-cost, highly liquid broad market ETFs, some of which are among the largest funds in the indust...

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  • A Deep Bench ETF Strategy

    05-22-2014 10:52 AM by Todd Shriber

    There are close to 1,600 U.S.-listed exchange traded products, but some advisors and strategists prefer to traverse just a small percentage of the overall ETP landscape. Others prefer maintaining a deeper bench of options. "Like a baseball player that pulls the ball as much as...

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  • Asias ETF Industry Eyes Asset Growth

    05-13-2014 01:04 AM by Tom Lydon

    As the U.S. exchange trade products continues to flourish, other regions are looking to keep pace, including Asia. At the end of April, the global ETP industry had $2.49 trillion in assets under management, according to preliminary data from ETFGI. "At the end of April 2014 th...

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  • BlackRock to List S&P 500 ETF in Brazil

    04-24-2014 02:22 AM by Tom Lydon

    BlackRock (NYSE: BLK), the worlds largest asset manager, will list an S&P 500 exchange traded fund in Brazil. The ETF, the iShares S&P 500 FIC FI Investimento no Exterior, will be the first Brazilian-listed ETF to offer exposure to equities outside of Latin Americas la...

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  • Cap-Weighted, Smart Beta ETFs Can be Friends

    04-02-2014 01:57 PM by Todd Shriber

    The ascent of smart beta or intelligent index exchange traded funds is undeniable. One-quarter of exchange-traded fund (ETF) inflows in the first 11 months of 2013$41 billionwent into ETFs characterized as smart beta by Morningstar. Total assets in smart beta ETFs as of that p...

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  • How Googles Split Will Impact Some Broad Market ETFs

    03-31-2014 10:00 AM by Todd Shriber

    After the close of U.S. markets Wednesday April 2, Google (NasdaqGS: GOOG) will split its shares into two classes Class A so that company insiders and founders Larry Page and Sergey Brin can retain voting control, and Class C. In effect, the transaction amounts to a two-for-o...

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  • Acting Your Age With ETFs

    03-11-2014 10:00 AM by Todd Shriber

    Those afflicted with the bug of immaturity are often told to act their age. It is sound advice for investors an at least one exchange traded funds strategist can help investors accomplish that objective. Atlanta-based Wela Strategies is the purveyor of the Own Your Age (OYA) s...

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  • A Different Spin on S&P 500 ETFs

    02-26-2014 12:49 PM by Tom Lydon

    Exchange traded funds that offer the traditional market capitalization-weighted approach to the S&P 500 are wildly popular. Just look at the SPDR S&P 500 ETF (NYSEArca: SPY) and the iShares Core S&P 500 ETF (NYSEArca: IVV). SPY and IVV are the largest and third-lar...

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  • Following ETF Money

    02-19-2014 11:40 AM by Todd Shriber

    The 2014 trend of outflows from equity-based exchange traded funds is not abating. At least not yet. Last month, investors pulled nearly $10 billion from exchange traded products after ETF inflows reached a record last year, topping $200 billion for the second consecutive year...

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  • iShares Could Bolster Low-Cost ETF Lineup

    01-28-2014 12:53 PM by Tom Lydon

    On the heels of the success of its core suite of exchange traded funds, BlackRocks (NYSE: BLK) iShares could increase the number of low-cost offerings currently in its stable. We really want to double down on international categories to offer the next level of exposure for inv...

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  • Don't Let 2013 Deter You From Equity ETFs in 2014

    01-07-2014 07:30 AM by Tom Lydon

    After an impressive run, investors are growing wary about an overbought market. Nevertheless, stock exchange traded funds could still have some legs. U.S. price-to-earnings ratios jumped 19% last year, but expanding multiples have preceded broad stock market advances twice as ...

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  • S&P 500 ETFs Open Doors to Facebook

    12-11-2013 06:27 PM by Tom Lydon

    Almost exactly a year after it was added to the Nasdaq 100 and as a result, the PowerShares QQQ (NasdaqGS: QQQ), Mark Zuckerbergs Facebook (NasdaqGM: FB) has gained entry to the S&P 500. After the close of U.S. markets Wednesday, Standard & Poors confirmed that Faceboo...

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  • ETF Basics

    11-19-2013 03:40 PM by Tom Lydon

    Exchange traded funds have been around for over two decades, but many investors are just beginning to get acquainted with the investment vehicle. So, what are ETFs? The majority of ETFs passively follow the performance of a benchmark index, which is comprised of a group of sec...

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  • Advisors Embrace Commission-Free ETFs

    11-04-2013 06:30 AM by Tom Lydon

    Free is perceived to be, in most cases, so it is not surprising that registered investment advisors have been using commission-free exchange traded funds in client portfolios. Charles Schwab (NYSE: SCHW), TD Ameritrade (NasdaqGS: AMTD) and Fidelity are among the platforms used...

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  • Cheap Fees, Tight Spreads Help Vanguard S&P 500 ETF

    10-01-2013 02:22 PM by Tom Lydon

    A Vanguard exchange traded fund is picking up interest as a low-cost fund option to track the S&P 500, with one wealth management firm also pointing to diminishing implicit costs associated to the bid-ask spread. Bestinvest is recommending its clients to take a look at the...

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  • ETF Chart of the Day: S&P 500

    10-01-2013 01:00 PM by Paul Weisbruch, Street One Financial

    Recent options activity in the largest ETF in the U.S. landscape in terms of assets under management at $146 billion, SPY (SPDR S&P 500, Expense Ratio 0.09%) which has involved mostly notable upside year-end call buying gives us a quick opportunity to discuss S&P 500 Inde...

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  • ETF Options to Track the S&P 500

    09-20-2013 12:27 PM by Tom Lydon

    The SPDR S&P 500 ETF (NYSEArca: SPY) is the largest and oldest exchange traded fund, but that doesn't mean you have to automatically look at this fund to track the S&P 500. Of the three ETFs that track the S&P 500 index and have a 10-year track record, SPY is the w...

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  • ETF Developers Pause to Catch Breath

    08-16-2013 03:40 PM by Tom Lydon

    The exchange traded fund industry is moving through its adolescent growth spurt, but after pumping out almost 1,500 products, the industry is starting to slow down a bit. However, there are several sectors that continue to grow rapidly, such as bank loan ETFs and fundamentally we...

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  • In the Trenches of the ETF Fee War

    07-23-2013 11:45 AM by Tom Lydon

    Exchange traded fund fees are going lower as providers slash prices to gain market share. Low fees can help a fund outperform, but there are other factors to consider. Weve come to the point where the ETF industrys fee war is becoming inconsequential for investors. In the end,...

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  • S&P 500 ETF Nears $150 Billion as Assets Reach All-Time High

    07-17-2013 02:27 PM by Tom Lydon

    While the exchange traded fund universe experienced slight outflows in June, the industry is back on its annual record-setting pace so far in July, with the SPDR S&P 500 ETF (NYSEArca: SPY) accruing almost $150 billion in assets under management. Attracting $10.3 billion s...

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  • VelocityShares Launches Two Hedged Equity ETFs

    06-24-2013 03:40 PM by Tom Lydon

    Exchange traded funds now offer ways for investors to utilize institutional styled strategies to help ride changing market conditions. For instance, VelocityShares recently launched two new hedged-equity products that help mitigate market volatility. On Monday, the VelocitySha...

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  • Six Popular Commission-Free ETF Trading Platforms

    06-06-2013 08:59 AM by Tom Lydon

    When it comes to fees, exchange traded funds provide investors a low-cost alternative to traditional fund products. Additionally, the industry has now partnered up with large brokerages to offer commission-free trades, cutting down the cost of investing in ETFs even further. A...

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  • Investors Gravitating to Cheaper iShares 'Core' ETFs

    05-22-2013 12:49 PM by Tom Lydon

    To better help investors allocate toward essential portfolio holdings, Blackrock's iShares launched its line of "Core" exchange traded funds late last year. So far, the lower fees and broader market exposure have helped the new core offerings. The iShares Core S&P 500 ETF ...

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  • Sales, Distribution Will Drive Next Round of ETF Growth: Report

    05-21-2013 09:30 AM by Tom Lydon

    The exchange traded fund industry is growing at a faster pace than the mutual fund business. However, experts say the new phase of ETF growth will be dependent on sales and distribution as it becomes more difficult for funds to stand out in an increasingly crowded field. "We'r...

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  • U.S. ETFs Attract $53 Billion in First Quarter: Morningstar

    04-12-2013 01:23 PM by Tom Lydon

    U.S.-listed exchange traded funds have tallied another $50 billion growth spurt in the first quarter as broad stock indices strengthened and broke records. In March, investors funneled $16.9 billion into ETFs, lifting first-quarter total asset inflows to $53.1 billion, writes ...

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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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  • Comparing Three S&P 500 ETFs

    03-20-2013 02:58 PM by Tom Lydon

    Exchange traded funds that track the S&P 500 theoretically seem like they would perform similarly, but small differences in framework have a large impact. Vanguard, State Street and BlackRock's iShares all have an ETF trading that tracks the same index, but with different res...

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  • Stock Index ETFs: Dow Jones Industrial Average vs. S&P 500

    03-08-2013 11:25 AM by Tom Lydon

    With two major stock indices rising to uncharted territory, a lot of the market's attention has been focused on the Dow Jones Industrial Average and the S&P 500, along with related exchange traded funds. We all know the indices by name, but what exactly are they? The major...

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  • What's Next in the ETF Fee War

    02-01-2013 11:20 AM by Tom Lydon

    The low fees that exchange traded funds charge are a major reason the industry has seen $154 billion in inflows. Meanwhile, mutual funds have lost $119 billion in outflows over the same time period. The ongoing ETF price war has kept ETF industry fees low, as providers aim at ...

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  • SPDR S&P 500 Marks Two Decades of ETF Growth

    01-16-2013 12:35 PM by Tom Lydon

    The exchange traded fund industry is celebrating 20 years in business. The SPDR S&P 500 ETF (NYSEArca: SPY) is also hitting this milestone, as it was the first ETF to trade. SPY ended 2012 with $123 billion in assets, including nearly $16 billion in 2012 alone. Over 147 mi...

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  • A Closer Look at Three S&P 500 ETFs

    11-15-2012 06:54 AM by Tom Lydon

    When tracking the S&P 500, most exchange traded fund investors automatically fall back on the SPDR S&P 500 (NYSEArca: SPY), the largest and oldest ETF. Still, investors may choose to invest in other funds that track the S&P 500 as well. The SPDR's SPY tries to refl...

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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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  • Stock ETFs Wait for Central Banks

    08-27-2012 11:07 AM by John Spence

    The S&P 500 (^GSPC) is up about 14% year to date and the VIX is at multiyear lows, suggesting investors are confident that central banks will step in with more stimulus if the global economy weakens. The last week of August is typically slow with thin trading volume, but i...

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  • Are Stock ETFs Still Cheap After Rally?

    08-27-2012 07:00 AM by Tom Lydon

    The S&P 500 index, referred to as the market barometer, is above 1400 to its highest level since May 2008. The index is closely watched and SPDR S&P 500 (NYSEArca: SPY)is the largest ETF by assets. Some analysts make the case that the S&P 500 is still undervalued d...

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  • ETF Spotlight: iShares S&P 100

    08-23-2012 07:13 AM by Tom Lydon

    U.S. large-caps have been a favorite asset class in 2012 with investors preferring bigger, more-established companies. S&P Capital recommends theiShares S&P 100 Index Fund (NYSEArca:OEF)which has an expense ratio of 0.2% and focuses on the market's largest stocks. "...

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  • Surveying S&P 500 Index ETFs

    08-08-2012 07:40 AM by Tom Lydon

    For many investors, the S&P 500 Index is used as a gauge for the overall market activity in any given trading day. Investors who are interested in tracking the broad markets have a few exchange traded fund options that provide exposure to the benchmark index. The three lar...

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  • Speculation on More Fed Intervention Lifts Stock ETFs Despite Weak GDP

    07-27-2012 02:40 PM by Tom Lydon

    United States economic growth slowed over the second quarter; however, the equities market and stock exchange traded funds were unfazed, with the Dow jumping over its 13,000 mark, on the renewed prospects for further Fed stimulus.. The SPDR Dow Jones Industrial Average (NYSEAr...

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  • ETF Chart of the Day: Dividends

    07-27-2012 10:54 AM by Paul Weisbruch, Street One Financial

    The past week in terms of net inflow/outflow activity in ETFs has been marked mostly with heavier redemption activity from broad based ETFs including SPDR S&P 500 (NYSEArca: SPY), iShares Russell 2000 (NYSEArca: IWM) and PowerShares QQQ (NasdaqGM: QQQ). Collectively, the thre...

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  • Stock ETFs Bounce Back After ECB's Pledge to Do 'Whatever It Takes'

    07-26-2012 01:20 PM by Tom Lydon

    The equities markets and stock exchange traded funds are recovering from the latest Eurozone induced fallout after the European Central Bank promised to defend the euro currency. The iShares S&P 500 Index (NYSEArca: IVV) was up 1.2% and the SPDR Dow Jones Industrial Averag...

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  • Weak Earnings and Eurozone Woes Weigh on Stock ETFs

    07-24-2012 01:16 PM by Tom Lydon

    The equities market and stock exchange traded funds saw no reprieve from the downward spiral Tuesday as weaker earnings results and ongoing Eurozone financial struggle pressures riskier trades. The iShares S&P 500 Index Fund (NYSEArca: IVV) was down 1.1% and the SPDR Dow J...

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  • Spain's Financial Distress Drags on Stock ETFs

    07-23-2012 01:06 PM by Tom Lydon

    The fiscal health of Spain's economy came into question Monday after several regions asked for aid, sending the broad equities market and stock exchange traded funds into risk-off mode. The iShares S&P 500 Index (NYSEArca: IVV) was down 1.3% and the SPDR Dow Jones Industri...

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  • Trend Following: S&P 500 ETFs Battle 50-Day Average

    07-09-2012 03:42 PM by Paul Weisbruch, Street One Financial

    ETFs indexed to the S&P 500 are trading above the 50-day exponential moving average despite weakness in recent sessions. Also, the technical indicator is turning upward which is a potentially bullish sign for U.S. equities. Closing at 1354.68 last week, the SPX managed to ...

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  • Small-Cap ETFs

    07-09-2012 07:57 AM by Tom Lydon

    Traditional open-end mutual funds do not have the best track record when it comes to market-capitalization oriented options, with the majority of active managers underperforming indices. However, exchange traded funds passively track underlying benchmarks and provide a straight f...

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  • Defend Your Portfolio with Consumer Staples ETFs

    06-21-2012 08:00 AM by Tom Lydon

    Bullish traders are already eschewing safe-haven assets in favor of risky equity plays, but for those who are still wary of a market pullback, consumer staples exchange traded funds are a low-risk way to dip one's toes into stocks. For example, Consumer Staples Select Sector S...

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  • ETF Chart of the Day: S&P 500

    06-11-2012 11:49 AM by Paul Weisbruch, Street One Financial

    Last week, on a breakout week in terms of technical performance in the S&P 500 Index, we interestingly saw larger net outflows in SPDR S&P 500 (NYSEArca: SPY), totaling more than $1.1 billion. A lesser known, but still prominent ETF that tracks the same S&P 500 Ind...

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  • Stock ETFs Holding Slim Gains for Year

    05-21-2012 08:17 AM by Paul Weisbruch, Street One Financial

    This past week resulted in a handful of small early morning and intra-day rallies in equities that were met with selling, pressing the indexes lower, and lower each day, with a trend that resembled "closing at or near the lows, instead of rallying into the market closes." If o...

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  • European Investors Turn to ETFs Following U.S. Market

    04-21-2012 01:00 PM by Tom Lydon

    With European economies still facing down the uncertainty from potential sovereign debt problems, Eurozone investors have funneled more money into exchange traded funds that follow U.S. markets. Notably, BlackRock's iShares ETF division recently announced that its Europe-liste...

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  • ETF Spotlight: iShares S&P 500

    03-16-2012 11:00 AM by Tom Lydon

    ETF Spotlight on iShares S&P 500 Index Fund (NYSEArca: IVV), part of an ongoing series. Assets: $29.6 billion. Objective: The iShares S&P 500 Index Fund tries to reflect the performance of U.S. large-cap stocks as represented by the S&P 500 Index. Holdings: A...

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  • Behind Vanguards ETF Success

    03-07-2012 07:00 AM by Tom Lydon

    Despite founder John Bogle's outspoken reservations against the exchange traded fund product, Vanguard has become the third largest ETF provider. Vanguard has $1.3 trillion in assets under management in index funds, with $170 billion in ETFs, report Alex Ulam and Olly Ludwig f...

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  • Are Stock ETFs Replaying the 1998 Russian Debt Crisis?

    03-02-2012 11:12 AM by John Spence

    One technical analyst sees similarities between the current market and the Russian debt crisis of 1998, when stocks consolidated at a previous high before launching into a multiyear rally. The 2011 correction and subsequent recovery is now looking very similar to the Russia de...

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  • ETF Spotlight: Small-Cap Value

    02-23-2012 06:00 AM by Tom Lydon

    Many exchange traded fund investors are indexing purists familiar with the research released by Eugene Fama and Kenneth French in the 1990s showing that small-cap value stocks tend to outperform the broader markets over longer time periods. The phenomenon is known as the small...

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  • Simple and Exponential Moving Averages

    02-21-2012 07:00 AM by Tom Lydon

    When carefully scrutinizing a stock or exchange traded fund chart, investors often follow the moving average as a valuable tool in guiding an investment strategy. However, investors may have noticed the slight variation between the simple and exponential moving averages. The s...

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  • Investors Tapping ETFs to Position for Higher Markets

    02-07-2012 08:18 AM by John Spence

    Investors are using exchange traded funds to embrace more risk in their portfolios and get exposure to tougher-to-reach areas of the market. The rally in stocks so far in 2012 has pushed ETF assets close to record levels, CNBC.com reports. Investors definitely sense the imp...

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  • Why is ETF Trading Volume Down?

    02-06-2012 01:31 PM by John Spence

    Nearly $30 billion flowed into exchange traded funds last month, but ETF trading volume declined significantly. Analysts are debating whether lower ETF volume is a bullish or bearish sign for the stock market. ETFs saw net inflows of $29 billion in January, the best first mont...

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  • 'January Barometer' Bodes Well for Stock ETFs

    01-31-2012 10:02 AM by Tom Lydon

    The S&P 500 is off to its best start in many years, a bullish technical signal since the so-called January Barometer has a decent track record for predicting full-year gains for stock exchange traded funds. Furthermore, cyclical sectors and related ETFs are leading the mar...

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  • What a 'Golden Cross' Means for Stock ETFs

    01-30-2012 03:12 PM by Tom Lydon

    Exchange traded funds indexed to the S&P 500 are experiencing a bullish technical sign known as a "golden cross" as the 50-day simple moving average crosses above the 200-day. However, the indicator doesn't have a perfect batting average for predicting rallies. U.S. stock ...

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  • The Winter Resolution of 2012

    12-23-2011 01:03 PM by Michael A. Gayed CFA

    As we close the books on 2011 it's now time to turn our attention to the fist quarter and what winter has in store for markets. I believe we are on the cusp of a major turning point, and that markets will definitively trend (either up or down) in the next few months in what I ...

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  • The Technical Picture in Stock, Treasury ETFs

    12-08-2011 05:08 PM by John Spence

    The 200-day simple moving average is turning out to be a tough hurdle for exchange traded funds indexed to the S&P 500. The iShares S&P 500 (NYSEArca: IVV) slammed into resistance again Thursday at the key technical level in a volatile market driven by reports out of E...

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  • S&P 500 ETFs Look to Break Out

    12-06-2011 08:24 AM by Tom Lydon

    Exchange traded funds tracking the S&P 500 are testing their 200-day simple moving average, a technical level has kept a lid on U.S. equity rallies over the past month. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) rose about 1% on Monday wit...

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  • ETFs See November Outflows; Gold Fund Adds $3 Billion

    12-05-2011 03:56 PM by Tom Lydon

    U.S.-listed exchange traded funds and notes posted net outflows of $238 million in November as major equity ETFs saw the biggest redemptions. It was the first time since April that ETFs and ETNs have seen outflows, although they've pulled in over $100 billion so far this year. ...

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  • Resistance Test at Hand for S&P 500 ETFs

    11-30-2011 12:43 PM by John Spence

    The ramp higher in stock exchange traded funds Wednesday carried the S&P 500 to a key technical test as investors hope for a Santa Claus rally to end the year. The S&P 500 surged at the open following news of coordinated action from the major central banks. The positiv...

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  • S&P 500 ETFs Retake Key Moving Averages

    11-30-2011 10:52 AM by John Spence

    Exchange traded funds indexed to the S&P 500 rallied above their 50-day and 200-day exponential moving averages on Wednesday as central bank liquidity and upbeat economic data lit a fire under U.S. stocks. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEA...

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  • Will Santa Claus Visit ETFs in December?

    11-28-2011 09:17 AM by John Spence

    U.S. stock exchange traded funds were enjoying a big rally Monday following a string of losses but are still on track for a down November on lingering Eurozone debt worries. With three trading sessions left in the month, investors are already looking ahead to December and the ...

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  • Retail ETF Leadership Wanes as Deflation Scare Persists

    11-23-2011 07:42 AM by Michael A. Gayed CFA

    With U.S. markets giving back half of the gains made in October and international equities erasing nearly all of the move higher, investors are understandably nervous about the prospects for any kind of Santa Clause rally into the final stretch of the year. As I wrote earlier,...

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  • Italy ETF Sends Warning Signal on Debt Crisis

    11-16-2011 08:36 AM by Michael A. Gayed CFA

    The relative performance of an exchange traded fund tracking Italy's stock market is a warning that Europe's debt crisis may get worse. Earlier this month, I put a spotlight on the sharp pullback that iShares MSCI Italy (NYSEArca: EWI) was experiencing relative to the iShares ...

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  • Advisor Sentiment Continues to Rise

    11-16-2011 08:16 AM by John Spence

    Bullish sentiment among advisors continued to climb in the latest week to 47.4% from 44.2% the previous week and 34.4% at the start of October before the stock market blasted off, Investors Intelligence said Wednesday. The new bulls noted higher support levels building after o...

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  • Stock ETFs Eye 200-Day Averages, Supercommittee Deadline

    11-14-2011 08:46 AM by Tom Lydon

    Two necessary ingredients for a year-end rally in U.S. stock exchange traded funds are a decisive break above 200-day moving averages and the congressional "supercommittee" reaching a deal on cutting the deficit. The Nov. 23 deadline looms for the supercommittee, which is char...

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  • The Technical Picture in S&P 500 ETFs

    11-11-2011 01:07 PM by John Spence

    U.S. equities have been swinging back and forth in a range on the latest Eurozone debt crisis news after October's rally. Technicals may also be at work as exchange traded funds indexed to the S&P 500 weave around the 200-day moving average, an important indicator, before the...

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  • S&P 500 ETFs Struggle to Break 200-Day Average

    11-10-2011 11:52 AM by John Spence

    Stock exchange traded funds have rallied sharply from the October low but the S&P 500 hasnt been able to make a sustained push over its 200-day average, a closely watched technical indicator. The S&P 500 failed to break the 200-day and Italys debt yields really blew ou...

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  • Are Stock ETFs Really Cheap?

    11-07-2011 12:36 PM by John Spence

    Bullish advisors have been telling investors to buy stocks because price-to-earnings multiples are historically low, making stocks cheap and attractive. At the same time, in bonds, Treasury yields remain depressed in a low-interest-rate environment. For example, the S&P 50...

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  • Seasonal Trends, Sentiment May Propel ETFs Into Year-End

    11-03-2011 11:55 AM by Tom Lydon

    Stock market seasonality and underinvested portfolio managers chasing a rally in stocks are two forces that could carry equity exchange traded funds into the end of the year. Since 1950, the S&P 500 has gained 1.5% in November on average and 1.7% in December on average, th...

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  • How Much Bounce is Left in Stock ETFs?

    11-03-2011 08:20 AM by Tom Lydon

    Stock exchange traded funds have pulled back a bit following the sharp rally from the low in early October. Investors are wondering how much bounce is left in equity ETFs for the rest of 2011. After the late-summer sell-off, the S&P 500 bottomed out on Oct. 3 with a 19.4% ...

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  • Advisors Turn More Bullish on Stock ETF Rally

    11-02-2011 12:35 PM by John Spence

    The latest sentiment data reveals that financial advisors continue to turn more upbeat on the market after Octobers monster rally in stocks and equity exchange traded funds. Investors Intelligence on Wednesday said its weekly advisor survey showed there were more bulls for the...

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  • ETF Chart of the Day: S&P 500 Equal Weight

    10-27-2011 02:29 PM by Paul Weisbruch, Street One Financial

    An exchange traded fund that has seen abnormal action this week is Rydex S&P 500 Equal Weight (NYSEArca: RSP). More than 10 million shares have traded in the past three sessions (with average daily volume in the ETF totaling 1.63 million shares) and the fund has taken in near...

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  • Investors Ride Global Rally with ETFs

    10-17-2011 10:01 AM by John Spence

    Exchange traded fund investors plowed into equity ETFs last week as the stock market rallied, according to the latest flow data. ETFs took in $2.3 billion last week, according to EPFR Global data, the Financial Times reports. While it has been a volatile year, we have certa...

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  • Are U.S. Stock ETFs Cheap?

    10-14-2011 02:22 PM by John Spence

    Bullish investors argue that the summer sell-off in equities has knocked stock valuations down to such a degree that exchange traded funds are cheap and safe to buy. The price-to-earnings ratio for the S&P 500 has dropped to a level not seen since 1990, according to Chart ...

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  • S&P 500 ETFs Rally to Top End of Trading Range

    10-12-2011 04:57 PM by John Spence

    Technical traders will be closely watching S&P 500 exchange traded funds to see if they can break through the upper limit of their recent trading range after the summer sell-off. The iShares S&P 500 (NYSEArca: IVV) rose nearly 1% on Wednesday as stocks continued to ris...

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  • Stock ETF Rally Defies Bear Market Barometer

    10-05-2011 04:11 PM by Tom Lydon

    Nervous investors have been peppered with headlines this week screaming the S&P 500 is down 20% from its 2011 high. According to some media outlets, this arbitrary 20% figure markets an official bear market. However, stock exchange traded funds have rallied the past two da...

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  • Stock ETFs Falter on Recession Forecasts

    10-03-2011 04:01 PM by Tom Lydon

    U.S. stock exchange traded funds stumbled into the fourth quarter amid predictions the economy it tilting toward another recession. The economy is moving toward a double-dip recession, according to the Economic Cycle Research Institute. On Friday, the ECRI warned of an unavoid...

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  • All Dressed Up: Stock ETFs Rally Into End of Quarter

    09-28-2011 09:52 AM by Tom Lydon

    Stock exchange traded funds have rallied into the end of the third quarter on renewed hopes Europe will get its financial house in order. However, some of the gains may also be fueled by the time-honored tradition of "window dressing" at mutual funds just before the quarter en...

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  • ETFs Can Offer Index Investors More

    09-23-2011 07:00 AM by Tom Lydon

    Investors that are interested in indexing may want to consider an exchange traded fund. Commission-free trades, diversified portfolios and total transparency make ETF investing simple and low maintenance. "Exchange traded funds are one option for newbies attracted to indexing:...

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  • S&P 500 ETFs Remain Volatile Amid Debt Uncertainty

    09-12-2011 03:01 PM by Tom Lydon

    Exchange traded funds indexed to the S&P 500 moved lower Monday in volatile action. S&P 500 targets from technical and fundamental analysts run the gamut amid uncertainty over the global economic recovery and Europe's persistent debt crisis. Technical analysis of the S...

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  • Technical Traders Eye S&P 500 ETF Flag

    09-09-2011 01:42 PM by John Spence

    Fridays global stock sell-off on European debt jitters inflicted technical damage on closely watched exchange traded funds indexed to the S&P 500, analysts said. After the violent summer drop in equities, stock ETFs had consolidated in a rising channel that some analysts m...

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  • S&P 500 ETFs Find Support at Bottom of Channel

    09-07-2011 01:15 PM by John Spence

    Exchange traded funds indexed to the S&P 500 jumped more than 2% on Wednesday as some technical traders attributed the bounce to buyers stepping in at a key support level. The Dow gained over 200 points and U.S. equities were recovering after three straight days of losses ...

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  • Stock ETFs Stumble Into September with 5% Loss

    09-06-2011 03:41 PM by John Spence

    Exchange traded funds indexed to the S&P 500 are down about 5% so far in September during the first three trading sessions as the month appears to be living up to its reputation as the cruelest for markets. While most easy-to-find seasonal patterns fall apart when subjecte...

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  • S&P 500 ETFs Hit Resistance at 50-Day Average

    09-02-2011 03:07 PM by John Spence

    Exchange traded funds indexed to the S&P 500 dropped nearly 3% on Friday, selling off following the miserable U.S. employment report and after hitting resistance near their 50-day exponential moving average, a key technical indicator. At the open the S&P 500 swept lowe...

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  • Stock ETFs Bounce 10% from Summer Low

    09-01-2011 12:32 PM by John Spence

    S&P 500 exchange traded funds have rallied 10% from the Aug. 9 low heading into September, historically a weak month for stocks. After the S&P 500 tested the 1120 level several times, we now believe the market is undergoing a counter-trend rally that could recover much...

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  • ETFs Rally on 'Attractive' Valuations, Fed Hopes

    08-29-2011 10:23 AM by Tom Lydon

    Stock exchange traded funds were posting their second straight day of big gains Monday as bargain-hunters stepped in following the recent sell-off that some analysts say has created enticing valuations. Anxious investors have dumped equities on growing uncertainty over the glo...

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  • ETFs Could See Huge Moves as Bernanke Speaks

    08-25-2011 03:22 PM by John Spence

    Exchange traded funds could see big swings and trading volume on Friday as markets focus on any hints of further quantitative easing from the Federal Reserve in a speech by Fed Chairman Ben Bernanke. ETFs have seen volume rise during the recent market turbulence. [ETF Trading ...

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  • S&P 500 ETFs Need to Find Support Soon

    08-22-2011 06:17 PM by John Spence

    Exchange traded funds indexed to the S&P 500 are nearing the bottom of their recent trading range and a key support level. SPDR S&P 500 ETF (NYSEArca: SPY) ended with a gain Monday but financial ETFs fell along with Bank of America (NYSE: BAC) and Goldman Sachs (NYSE: ...

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  • Solar ETF Points to Lower Oil Prices

    08-18-2011 02:04 PM by Michael A. Gayed CFA

    I believe the market is vastly underestimating the possibility of oil prices declining in a fashion similar to the latter half of 2008. My reasoning for this has absolutely nothing to do with looking at inventory levels, or really any other kind of fundamental data. Rather, in...

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  • How Much Bounce Left in S&P 500 ETFs?

    08-15-2011 02:09 PM by John Spence

    Stock exchange traded funds were higher for the third straight day on Monday following the big breakdown from late July and early August. For investors, the question is whether this is an oversold bounce before more pain, or if the path is open for perhaps a test of the 2011 h...

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  • S&P 500 ETFs in Orderly Crash

    08-10-2011 01:02 PM by John Spence

    Exchange traded funds indexed to the S&P 500 were down 3% in Wednesdays sell-off and one technical analyst says the ETFs are heading for a test of the 2010 low. Traditional technical indicators remain oversold but these will not work in this environment. The market is effe...

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  • Charting S&P 500 ETFs Next Moves

    08-08-2011 02:23 PM by John Spence

    The rapid breakdown in stocks the past three weeks has technical analysts scrambling to mark out areas where the S&P 500 and exchange traded funds tracking the index could potentially find support and reverse the losses. On the S&P 500 the rally of the past two and hal...

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  • S&P 500 ETFs Break Bull Market Trend Line

    08-08-2011 10:15 AM by John Spence

    The market sell-off has inflicted serious technical damage in exchange traded funds indexed to the S&P 500. The broad-market funds have broken the support trend line from the March 2009 stock bottom after crashing below their 200-day moving average. Equities were falling M...

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  • S&P 500 ETFs Test Support at Pattern Neckline

    08-03-2011 01:47 PM by John Spence

    Stocks losing streak has pushed S&P 500 exchange traded funds to their low for the year as they test the neckline of a bearish head and shoulders pattern. That top needs to break down pretty much immediately; otherwise it will likely fail to play out. With the index testin...

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  • Stock ETFs Tumble; S&P 500 Takes Out 200-Day

    08-02-2011 04:58 PM by Tom Lydon

    U.S. equities staggered into Tuesdays closing bell as exchange traded funds indexed to the S&P 500 lost 2.6% and fell below a key technical level. Broad-based stock ETFs such as SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) sliced through the...

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  • Using Small-Cap ETF Relative Performance to Measure Risk

    08-02-2011 10:09 AM by Michael A. Gayed CFA

    Aside from providing low-cost exposure to markets, exchange traded funds also offer the ability to get a sense of risk in financial markets. If you're an active trader or investor, certain ETFs can be analyzed to gauge changing and dynamic market sentient. Take for example the...

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  • Range-Bound S&P 500 ETFs Fall to 50-Day Average

    07-27-2011 01:30 PM by John Spence

    The pullback in stocks this week has S&P 500 exchange traded funds testing a key technical indicator as investors look for resolution on the U.S. debt limit. SPDR S&P 500 ETF (NYSEArca: SPY) and iShares S&P 500 (NYSEArca: IVV) were down 1.4% in afternoon trading We...

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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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  • Investors Question Rally as Stocks Falter

    05-05-2011 01:41 PM by Tom Lydon

    The move lower in stocks this week naturally has investors wondering if this is just a speed bump in the really or the start of a more serious correction. Exchange traded funds (ETFs) for the major stock indexes have risen the first four months of the year -- iShares S&P 5...

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  • Now What For S&P 500 ETFs After Rally?

    04-05-2011 10:00 AM by Tom Lydon

    The S&P 500 Index has roughly doubled from its credit-crisis low, but many small investors haven't bought into the historic rally in U.S. stocks. The S&P 500 is known as a barometer of U.S. economic health. The index has rallied about 97% and pulled stock exchange trad...

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  • The ETF Supermarket Has Arrived

    10-08-2010 10:17 AM by Tom Lydon

    TD Ameritrade has stepped in with the biggest move yet in the exchange traded fund (ETF) price wars. Not since Charles Schwab pioneered the idea of a mutual fund supermarket has something been so appealing, especially for the retail investor. Beginning today, 101 ETFs traded o...

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  • S&P ETFs vs. S&P Mutual Funds

    08-27-2010 06:00 AM by Tom Lydon

    The S&P 500 is one of the world's leading benchmarks, and one of the broadest indicators of the strength of the U.S. economy and corporate America. There are exchange traded funds (ETFs) and mutual funds that track the index. Who does it better? Generally, the two primary ...

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  • The Case for Large-Cap ETFs

    07-11-2010 01:00 PM by Tom Lydon

    For investors seeking exposure to shares and are currently underweight in stock, and are also seeking some risk control, large-cap exchange traded funds (ETFs) can give diverse exposure while targeting this asset class. The latest sell-off may be a buying opportunity for those...

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  • A Gold-Hedge ETN or the 'Do-It-Yourself' ETF Method?

    06-21-2010 03:00 PM by Tom Lydon

    Every exchange traded fund (ETF) has its own characteristic that makes it work the way it does, and it is important for investors to be aware of these inner workings. The recently introduced gold-hedge exchange traded note (ETN) may have its own unique theme, but it's simple enou...

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  • 3 ETFs That May Feel Higher Interest Rates

    05-02-2010 01:00 PM by Tom Lydon

    Central banks in developing countries are beginning to raise interest rates to curb inflation. Its only a matter of time before interest rates in the United States are raised as well. How will that affect exchange traded funds (ETFs)? Depending on the fund, higher rates will spel...

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  • iShares ETFs Mark Two Big Milestones

    04-22-2010 06:00 AM by Tom Lydon

    The exchange traded fund (ETF) industry is growing rapidly and becoming more popular with investors of all types. So it stands to reason that the world's largest provider, iShares, has hit two milestones underscoring this point. Milestone 1: iShares is celebrating its 10-year ...

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  • Caution: Not All ETFs Are Created Equal

    04-06-2010 01:00 PM by Tom Lydon

    Although exchange traded funds (ETFs) provide an easy way to gain broad exposure to different market sectors, not all of them are created equal. ETFs that track the same sector, related indexes, and even the same index will vary in performance because of a number of different fac...

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  • 12 ETFs to Play the 10 Economic Surprises of 2010

    01-06-2010 01:00 PM by Tom Lydon

    It's a brand-new year, which means a host of brand-new, hot-off-the-presses economic predictions. Byron Wien, who seemed awfully prescient with his 2009 predictions, is out with another 10 for the coming year. Byron Wien, chief investment strategist at Pequot Capital Manageme...

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  • How to Play the S&P 500's 1,000 Milestone With ETFs

    08-04-2009 11:00 AM by Tom Lydon

    There have been a number of positive signals for the markets and exchange traded funds (ETFs) in recent weeks. But Wall Street seems especially cheered by the S&P 500's crossing of the 1,000-point threshold for the first time since last year. What does it all mean? What fi...

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  • 5 Reasons ETF Investors Gravitate Toward Large-Caps

    02-19-2009 03:00 PM by Tom Lydon

    The American philosophy of "bigger is better" has taken over the fast food industry, the electronics industry, the automotive industry and could soon be making its way to the exchange traded fund (ETF) industry. Many investors are turning to mega-cap stocks. For those of you wh...

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  • 3 ETFs for the Discount Store Shopper

    12-18-2008 01:00 AM by Tom Lydon

    The recent recession may have something special going for the retail-focused stocks and exchange traded funds (ETFs) that focus on bargain-based retail. Consumer buying habits appear to be evolving with the economy, meaning that the consumer is looking for ways and places to s...

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  • ETFs Weather the Market Turmoil Well

    10-13-2008 12:00 PM by Tom Lydon

    Is there actually a "safe investment" in all of this chaos that investors can turn to when CDs, money markets and exchange traded funds (ETFs) all seem to be vulnerable? In general, the money invested in traditional stock exchange-traded funds appears safe from rampaging credi...

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  • ETFs Increasingly Popular With Mutual Fund Managers

    09-28-2008 01:00 AM by Tom Lydon

    While the exchange traded funds (ETFs) work to make their mark with investors and get a bigger slice of the mutual fund pie in terms of assets, fund managers don't appear to have to be sold on them. Last year, 17 out of 20 of the largest mutual fund companies were using them l...

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  • Large Caps and ETFs Have Future Possibilities

    09-18-2008 03:00 PM by Tom Lydon

    Large-cap stocks are showing up cheap relative to their small-cap counterparts, giving related exchange traded funds (ETFs) a chance for growth when the markets recover. Despite the valuations, do not be fooled, there is still some uncertainty with large-caps and the market in...

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  • Mega-Caps Go Down After International ETFs Falter

    09-10-2008 03:00 PM by Tom Lydon

    Our market's troubles have been slamming both global exchange traded funds (ETFs), and in turn, it's boomeranging right back around and hitting mega-caps. European and Japanese companies are suffering as much or more than U.S. large-cap companies, and growth and profit numbers...

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  • Comparing the Large-Cap ETFs

    08-12-2008 06:00 AM by Tom Lydon

    When it comes to exchange traded fund (ETF) investing, are large market capitalization funds created equally? Large-caps are the most common and popular investing asset class, and they are easy to compare because their make-up is similar. Will McClatchy for ETF Zone gives ...

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