Asset Class ETFs

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 ETF.com 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, […]

The momentum factor has been topping value this year and that has helped the iShares MSCI USA Momentum Factor ETF (NYSEArca: MTUM) to a year-to-date gain of 7.6%. MTUM, which tracks large- and mid-cap U.S. stocks with relatively high price momentum. The underlying MSCI USA Momentum Index calculates the ratio of each stock’s price returns […]

Investors may consider small-cap Europe exchange traded fund for their cheaper valuations and potential growth opportunity in a seasonally strong period. Lamar Villere, co-manager of the Villere Balanced Fund, argues that small-caps are where investors should be now, reports Reem Nasr for CNBC. We are heading toward a seasonally strong period for the small-cap asset […]

BlackRock’s iShares exchange traded fund division is enticing long-term investors to its “Core” offerings after cutting down fees on a group of stock and bond options. On Tuesday, iShares lowered the expense ratios on seven funds in its iShares Core ETF suite, launched the iShares Core International Aggregate Bond ETF (NYSEArca: IAGG), removed the iShares […]

Through years of the Federal Reserve’s near-zero interest rate policy, exchange traded funds holding preferred stocks gobbled up assets from income investors. However, with rates to set rise as soon as next month, rate-sensitive preferreds and the relevant ETFs could come under pressure. Income investors may like preferred stock ETFs since the asset class offer […]

U.S. stocks slid Monday as global growth concerns and prospects of a Federal Reserve December rate hike dragged on the equities, fueling market uncertainty and CBOE Volatility Index, or VIX, related exchange traded funds. On Monday, the iPath S&P 500 VIX Short Term Futures ETN (NYSEArca: VXX) jumped 4.4%, ProShares VIX Short-Term Futures ETF (NYSEArca: […]

A strong October month for equities bodes well for small-cap stocks and related exchange traded funds as we enter a seasonally strong period for smaller companies. Over October, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR), which tracks the S&P SmallCap 600, rose 6.0%; Vanguard Small Cap ETF (NYSEArca: VB), which follows the CRSP US […]

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 for Bloomberg. Equity ETFs saw $10 billion in net inflows over October, […]

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 under management. Plenty of market participants and pundits have an […]

Despite finishing on a down note, the equities market and stock exchange traded funds closed out their best month in four years. Over October, the Dow Jones Industrial Average increased 8.5%, the Nasdaq Composite advanced 9.3% and the S&P 500 rose 8.3%. The best performing non-leveraged ETFs over the past month include Global X MSCI […]

With volatility recently rearing its ugly head, more investors are looking for ways to diminish portfolio risks, such as liquid alternatives that provide hedge fund strategies in an exchange traded fund investment vehicle. The asset class may offer the democratization of hedge funds, bringing once restricted strategies catered toward institutional-sized investors to the masses, writes […]