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As market conditions grow more volatile, investors can utilize the new Recon Capital Managed Risk exchange traded fund to smooth out a bumpy ride. Recon Capital recently came out with the Recon Capital USA Managed Risk ETF (NYSEArca: USMR). USMR has a net expense ratio of 0.30%. USMR will try to reflect the performance of […]

First Trust has expanded its line of smart beta exchange traded funds with multi-factor sector plays based on attractive valuations, strong momentum and low volatility to help investors focus on portfolio risk management and improved diversification. First Trust has come out with seven new smart-beta sector ETFs, including: First Trust Nasdaq Bank ETF (NasdaqGM: FTXO) […]

Amplify Exchange Traded Funds has come out with a new ETF that can help investors hone in on the right dividend-paying stocks on the market. The Amplify YieldShares Prime 5 Dividend ETF (BATS: PFV) began trading Wednesday. PFV has a 0.49% net expense ratio. The new Prime 5 Dividend ETF is essentially a fund-of-funds, holding […]

After a multi-year rally, the equities market is trading at elevated valuations. Consequently, investors seeking exposure to stocks may want to consider a smart-beta, multi-factor exchange traded strategy to limit risks and potentially enhance returns. “High Valuations and limited multiple expansion may hinder broad market returns,” Steve Deroian, Head of ETF Strategy at John Hancock […]

Many have utilized sector plays to better control their portfolio exposure to varying market conditions. With exchange traded funds, investors can utilize smart-beta or multi-factor strategies to better diversify their sector exposure and potentially enhance returns. In the upcoming webcast, A Smart (Beta) Approach to Sector ETFs, Joel Schneider, Senior Portfolio Manager & Vice President […]

The equities market is a dynamic ecosystem with various segments moving to their own tune. Since various sectors may shine or dull in varying conditions, investors may consider ex-sector exchange traded funds to limit exposure to areas of weakness and focus on areas of strength. For instance, healthcare and financials are two of the worst […]

Real estate investment trust exchange traded funds may continue to enjoy greater attention ahead as the REITs sector formally becomes the 11th major industry segment of the S&P Dow Jones Indices at the end of the week. REITs, which make up about 3% of the S&P 50o’s market valuation, will be splitting away from the […]

As investors diversify and fill out their investment portfolios, it may be prudent to consider the benefits of including some socially responsible exchange traded funds. “We believe all investors should consider incorporating climate-change awareness into their investment portfolios,” BlackRock strategists, led by Richard Turnill, said in a research note. BlackRock argued that adding climate-awareness investments […]

Building on the success of its iShares Edge MSCI Min Vol USA ETF (NYSEArca: USMV), BlackRock’s iShares rolled out a minimum volatility exchange traded fund that focuses on the small market-capitalization segment U.S. markets. BlackRock has launched the iShares Edge MSCI Min Vol USA Small-Cap ETF (BATS: SMMV). SMMV has a 0.20% expense ratio. Like […]

Investors largely target markets they know, and for U.S. investors, most focus on domestic stocks. However, you may be missing out by avoiding international stocks and exchange traded funds. “Looking beyond our borders to international equities can have benefits for U.S.-based investors,” according to a Deutsche Asset Management white paper. By excluding international exposure, investors […]

As a relatively new approach to accessing the markets, multi-factor smart beta exchange traded funds should be fully understood before investors begin shifting core positions from traditional market cap-weighted beta-index funds. On the recent webcast, Key Questions for Factor Investors, Robert Bush, ETF Strategist at Deutsche Asset Management, argued that investors should consider smart beta […]

Fidelity Investments is expanding its reach into smart-beta exchange traded funds to help address investors’ growing desire for active styled strategies that come in an affordable and efficient ETF wrapper. Fidelity plans to launch six new factor-based, smart-beta ETFs on or about Thursday, September 15, including the Fidelity Core Dividend ETF (FDVV), Fidelity Dividend ETF […]

The new breed of smart-beta exchange traded funds are still passive in nature, like their traditional beta-indexed counterparts, but they are also based on a strict set of rules or factors that help differentiate them from the rest. On the upcoming webcast this Thursday, Key Questions for Factor Investors, Robert Bush, ETF Strategist at Deutsche […]

The younger generation of investors are beginning to fill out their investment portfolio, and the up-and-coming group of millennials have increasingly turned to exchange traded funds as their go-to tool of choice. According to a Charles Schwab Corp. survey of ETF investors, 66% of Generation Y, or so-called millennials, revealed that they expect to raise […]

Investments and exchange traded funds based on environmental, social and governance, or ESG, principles have been attracting attention. But what exactly is ESG investing about? ESG investing has been around for years, with large institutional investors dominating the early stages of ESG investment growth as they possessed the requisite expertise and governance protection of well-resourced […]

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 […]

Currency traders have been raking in a tidy profit by capitalizing on the spread between record low yields in some developed markets and higher yields in other areas. Investors can also benefit from this so-called carry trade strategy through a currency-related exchange traded fund. The carry trade, where investors borrow in Group of 10 currencies […]

Boutique exchange traded fund provider, PureFunds, launched a different kind of technology-related ETF, one based based on financial services and another on medical devices industries. On Wednesday, PureFunds rolled out the PureFunds Solactive FinTech ETF (NasdaqGM: FINQ) and the PureFunds ETFx HealthTech ETF (NasdaqGM: IMED). FINQ has a 0.68% expense ratio and IMED has a […]

Smart beta exchange traded funds have gained a lot traction in the investment community. The alternative index-based strategies were initially based on a single theme or factor, but now, investors can track multiple-factor investments in a single ETF to gain greater diversification benefits and smooth out their ride. In the beginning, smart beta ETFs that […]

In an attempt to stimulate greater trading volume in exchange traded funds, Bats Global Markets (NYSE: BATS) is adopting a cash incentive to encourage some of its largest market makers to trade more ETF shares, more frequently. Beginning September 1, lead market makers will receive as much as $400,000 per ETF each year on the […]

Income-minded investors who are venturing into other assets to generate higher yields should be wary of taking on too much risk to squeeze out that extra return. Instead, consider exchange traded funds that track quality, dividend growing stocks. “In this environment, dividend stocks are a worthy alternative to bonds,” Kashif Ahmed, president of American Private […]

Exchange traded funds and other strategies that revolve around Economic, Social and Governance, or ESG, principles have been quickly gaining traction as investors and advisors incorporate the qualitative benefits of ESG investments into their portfolios. However, some may question the up-and-coming theme as either a passing fad or a sustainable long-term strategy. So far, the […]

The widely observed and go-to financial sector exchange traded fund, the Financial Select Sector SPDR (NYSEArca: XLF), is scheduled to make some big adjustments as the Global Industry Classification Standard pulls real estate investments trusts out of the broader financial sector to create a new real estate sector. According to State Street Global Investors, the […]

The dividend growth style has been a popular investment theme this year as volatility gripped U.S. Exchange traded fund investors, though, need not limit themselves to domestic markets as there are international dividend growth strategies as well. For example, the relatively new ProShares MSCI Emerging Markets Dividend Growers ETF (BATS: EMDV) is the sixth ETF […]

The Gavekal Knowledge Leaders Developed World ETF (NYSEArca: KLDW), the first exchange traded fund based on the so-called Knowledge Effect, has been an outperforming international play. Since its inception as of July 31, 2016, KLDW has outpaced the MSCI World Index by over 5.5 percentage points. Over the past year, KLDW increased 7.4% while the […]

Active fund managers have been underperforming broad stock market benchmarks for the past decade, supporting the notion that investors may be better off with a passive strategy or index-based exchange traded fund. According to Bank of America Merrill Lynch data, over the 10-year period ending in 2015, an average of just 37% large-cap mutual funds […]

Dividend growth has been a popular strategy that many investors have adopted as a way to boost portfolio returns, but many dividend funds rely on hindsight and are backward looking. Alternatively, investors may consider a forward-looking dividend exchange traded fund strategy that tries to target companies more likely to raise dividends while diminishing exposure to […]

Elevation ETF Trust has come out with the first smart-beta, water sector-specific exchange traded fund that will select components based on factors like risk-to-return and yields. The new Summit Water Infrastructure Multifactor Exchange Traded Fund (NYSEArca: WTRX) began trading on Wednesday. WTRX has a 0.80% expense ratio. WTRX will try to reflect the performance of […]

The complacent market belies the uncertain conditions ahead. As markets see gathering storm clouds ahead, investors should look to some exchange traded fund strategies to limit portfolio volatility. “Market volatility is unusually low, and we see it moving higher as the Nov. 8 U.S. presidential election approaches,” BlackRock strategists, led by Richard Turnill, said in a […]

Market capitalization-weighted strategies dominate the fund industry. Alternatively, a new breed of smart-beta exchange traded funds that adhere to strict rules-based indices could help enhance an investment portfolio. On the recent webcast, Kevin O’Leary (Shark Tank); Performance of ETFs Focused on Quality Stocks, Kevin O’Leary, Chairman of O’Shares Investments, said that rules-based or custom index-based […]