Asset Class ETFs

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Many believe smaller companies could struggle if the Federal Reserve begins hiking interest rates. However, small-cap stocks and category-related exchange traded funds may outperform ahead. Small-cap skeptics point to a number of factors that may weigh on the asset category. For instance, some point out that small companies rely on bank loans for financing, including […]

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 (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard […]

Investors can look to smart-beta, alternative index-based exchange traded funds to for a diversified solution to enhance returns and balance an investment portfolio. On an upcoming webcast this Tuesday, Smart Beta Factors: How Many and What is Ideal?, Joel Schneider, Senior Portfolio Manager and Vice President of Dimensional Fund Advisors, and Phil Fontana, Head of Product […]

The smaller companies and small-cap exchange traded funds (ETFs) are beginning to pull ahead. Over the past week, the Russell 2000 Index rose 3.4% while the S&P MidCap 400 Index gained 3.2% and S&P 500 added 2.1%. The small-cap segment has been gaining momentum in recent months, jumping on the risk-on sentiment after the Fed […]

Middle-capitalization stocks are outperforming this year, and investors can also target the mid-cap segment through related exchange traded funds. The middle capitalization category has also outperformed, with the S&P 400, a benchmark for mid-cap companies across the U.S., up 5.9% this year, compared to the 2.5% increase in the S&P 500 and 0.5% gain in […]

Technology-related exchange traded funds that follow the traditional market capitalization-weighted methodology are under pressure as two tech giants fell sharply on lackluster first quarter earnings. Google parent company Alphabet Inc. (NasdaqGS: GOOGL) revealed adjusted earnings per share last quarter total $7.50, missing analysts’ target of $7.96, with $16.47 billion in revenue also under estimates, reports […]

Slow and steady value and conservative sectors are leading market gains RPV was best performing non-leveraged ETF across various Morningstar style categories  Close behind was RZV, which like RPV, targets companies exhibiting a value characteristic Since the start of the bull market, we may come to expect growth stocks like biotechnology and technology-sector exchange traded […]

ETFs that 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 that track the value style may outperform. “Should economic conditions continue to […]

After underperforming the growth style in recent years during the bull market rally, value stocks and related exchange traded funds are beginning to pick up their pace. “At the end of the day, these are styles,” Ben Johnson, director of global ETF research for Morningstar, said. “And like any style, they will go into and […]

After one of the worst beginnings to a new year, exchange traded funds that track smaller companies have struggled compared to those that follow bigger names. “Small-cap stocks continue to struggle relative to their large-cap brethren,” according to Russ Koesterich, Global Chief Investment Strategist and Head of the Model Portfolio & Solutions Business at BlackRock. “Part […]

Small-cap exchange traded funds that track the value style are finally beginning to pull ahead after underperforming this year. Over the past two weeks, the iShares S&P Small Cap 600 Value Index (NYSEArca: IJS) gained 2.5% and iShares Russell 2000 Value Index (NYSEArca: IWN) rose 2.2%. Meanwhile, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) […]

After another strong year for growth stocks and related exchange traded funds, some may be shifting their investment portfolios toward more inexpensive value plays. However, it may be too soon to ditch your growth stock exposure. Year-to-date, the S&P 500 growth stocks ETFs, including iShares S&P 500 Growth ETF (NYSEArca: IVW), Vanguard S&P 500 Growth […]

Vanguard, the second-largest U.S. issuer of exchange traded funds, continues cementing its status as a low-cost leader in the ETF industry with Tuesday’s announcement of lower expenses on 21 ETFs. The group of Vanguard ETFs with new, lower fees includes the issuer’s lineup of 10 sector funds. That means Vanguard’s sector ETFs are now the […]

Until recently, Russian stocks and exchange traded funds such as the Market Vectors Russia ETF (NYSEArca: RSX) had been this year’s star BRIC performers. Next year could bring opportunity for another Russian asset class investors once avoided: Bonds. There was a time when Russian bonds were an avoidable asset class. That time was last year. […]

On Wednesday, the Federal Reserve raised interest rates by 25 basis points, marking the first time the U.S. central bank has done so in nearly a decade. Prior to the Fed meeting, high-yield bond exchange traded funds, including the iShares iBoxx $ High Yield Corporate Bond ETF (NYSEArca: HYG) and the SPDR Barclays High Yield […]

Fixed income investors have heard plenty in recent months about the impact higher U.S. interest rates will have on corporate bonds and the corresponding exchange traded funds. There has also been plenty of news regarding the effects of higher U.S. borrowing on emerging markets sovereign debt funds. However, after some significant declines earlier this year, […]

It has been a banner year of asset-gathering for Charles Schwab (NYSE: SCHW) as the brokerage giant continues cementing its status as one of the fastest-growing providers of exchange traded funds. According to data, California-based Schwab had $38.5 billion in ETF assets under management as of Dec. 14, making it the seventh-largest U.S. ETF […]

The iShares iBoxx $ High Yield Corporate Bond ETF (NYSEArca: HYG) and the SPDR Barclays High Yield Bond ETF (NYSEArca: JNK), the two largest high-yield corporate bond exchange traded funds, are down an average of about 11% this year as controversy for the junk bond space has been easy to come by. However, junk bonds […]

Count Goldman Sachs (NYSE: GS) among the issuers of exchange traded funds mulling the launch of an ETF dedicated to environmental and socially responsible investing. Goldman “said in a filing on Monday it would launch a new climate-focused index-tracking exchange-traded fund (ETF). Launch of the Goldman Sachs S&P 500 Environmental & Socially Responsible ETF comes […]

High-yield corporate exchange traded funds, including the two largest, the iShares iBoxx $ High Yield Corporate Bond ETF (NYSEArca: HYG) and the SPDR Barclays High Yield Bond ETF (NYSEArca: JNK), have been ensnared in controversy lately. However, some market observers believe the high-yield bond market will not be the cause of another market crisis. Junk […]

While U.S. benchmarks retreated Friday and were on course for their worst weekly performance in a month, the CBOE Volatility Index and VIX-related exchange traded funds surged on the elevated risk-off sentiment. Exchange traded products that try to track the VIX were among the best performers on Friday as major stock indices declined over 1.5%. […]

Exchange traded fund investors continued to pile into developed market equities over November but shifted away from Treasury bond funds in anticipation of a possible December rate hike. “Developed markets equities drive global ETP flows on stronger U.S. growth and ECB stimulus prospects,” according to BlackRock ETP Research. Specifically, U.S. equity-related ETFs attracted $20.1 billion […]

The Guggenheim Multi-Asset Income Index ETF (NYSEArca: CVY) is one of the largest multi-asset exchange traded funds with over $511 million in assets under management. Dividend stocks, high-yield bonds, MLPs and REITs remain popular choices for income-staved investors. ETFs that offer one-stop shopping for yield-starved investors, commonly known as multi-asset ETFs, are also becoming part […]

Northern Trust’s (NasdaqGS: NTRS) FlexShares unit is making it easier for investors to get exposure to real assets with the new FlexShares Real Asset Allocation Index Fund (NasdaqGM: ASET), which holds three other FlexShares exchange traded funds. ASET “seeks to provide investors with a core real assets allocation that helps address their inflation-hedging, diversification, and […]

U.S.-listed exchange traded funds continued to attract billions of dollars in November as low-cost passive strategies enticed investors in a volatile market. Erik Oja, S&P Capital IQ equity analyst covering asset managers, argues that long-term trend away from active funds to passive funds was exacerbated during the recent volatility, with BlackRock benefiting the most from […]

BATS Global Markets is keeping its momentum going as the exchange operator aims to become the premier listing destination for exchange traded funds. ProShares, the largest issuer of leveraged and inverse ETFs, said it is moving four ETFs to BATS, expanding an already robust on the Kansas-based exchange. Maryland-based ProShares is moving the ProShares Large […]

It may be a good time to consider small-capitalization stocks and related exchange traded funds as the growth outlook and an election year could support the asset category. For instance, investors can look at the iShares Core S&P Small-Cap ETF (NYSEArca: IJR), which tracks the S&P SmallCap 600. “We believe small-cap stocks will experience above-average […]

WisdomTree Investments (NasdaqGS: WETF), the fifth-largest U.S. issuer of exchange traded funds, could distribute capital gains on 17 of its ETFs this year. For the most part, ETFs that issue capital gains distributions typically experience greater trading activity, use futures contracts, see a significant change up in its underlying index or track fixed-income securities. ETFs […]

Though municipal bonds and the exchange traded funds that hold that debt are viewed as potentially vulnerable to potential changes in Federal Reserve interest rate policy, these funds have remained popular with conservative income investors. Now, municipal bond investors could see a wave of new issuance as municipalities race to get bonds to market in […]

This is the time of year when investors start thinking about the Santa Claus rally and the January Effect, events that when they occur are often favorable to small-caps the corresponding exchange traded funds such as the iShares Russell 2000 ETF (NYSEArca: IWM). IWM, the largest small-cap ETF, is up 1.7% over the past month, […]