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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 […]

As the investment world braces for more uncertainty and market volatility, investors may consider smart-beta exchange traded fund strategies to limit drawdowns and potentially smooth out the ride. On the upcoming webcast, Kevin O’Leary (Shark Tank); Performance of ETFs Focused on Quality Stocks, Brad Zucker, Senior Product Manager at FTSE Russell, Michael Venuto, Co-Founder and Chief […]

Vanguard, the second-largest U.S. issuer of exchange traded funds, is one of the low-cost leaders in the ETF arena and the issuer also sponsors some well-known broad market funds, including the Vanguard Total Stock Market ETF (NYSEArca: VTI). VTI comes with a 0.05% expense ratio and covers almost every  listed U.S. stock. VTI tracks the […]

Most dividend-related strategies select companies based on past or historical trends. Instead, investors may consider a forward looking dividend exchange traded fund to access stocks that are more likely to raise dividends ahead. “Looking at alternatives?” Eric Ervin, President and CEO of Reality Shares, asked ETF Trends. “Reality Shares has a model which looks at […]

While the U.S. isn’t heading toward a recession, growth will likely remain muted over the near term. Consequently, investors may turn to exchange traded fund strategies that target high-quality names, such as the group of consistent dividend growers. On the recent webcast, Dividend Growers: High Quality Companies for a Low Growth Environment, Sam Stovall, Managing […]

In light of ongoing global volatility, Legg Mason launched an international currency-hedged exchange traded fund version of its popular low-volatility, high-dividend strategy. The newly added Legg Mason International Low Volatility High Dividend ETF (BATS: LVHI) will target international stocks that come with low volatility and high dividends. LVHI has a 0.40% expense ratio. The new […]

Exchange traded funds are easy-to-use investment tools that help investors track various market segments, but how are ETFs fairly priced? ETFs hold a basket of securities, including stocks, bonds and/or cash, so an ETF’s share price is affected by the total value of its underlying components, which may fluctuate throughout the day. Consequently, ETF investors […]

Ever since the so-called mini flash crash, observers have been wary of any potential fallout in the exchange traded fund space during severe market volatility. However, as witnessed in the recent Brexit-induced selling, the ETF industry quickly adjusted to the changing prices. According to the Investment Company Institute, after an initial divergence in ETFs’ share […]

Emerging market exchange traded funds have been attracting greater investment interest as a greater number of asset managers and financial advisors express improved sentiment over developing economies. According to a recent Emerging Markets Investor Sentiment Survey conducted by Emerging Global Advisors, the quarterly poll of asset managers and financial advisors are showing an increased interest […]

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 (NYSEArca: VOOG) and SPDR S&P 500 Growth ETF (NYSEArca: SPYG) returned about […]

When looking to overseas markets, people have to consider the various risks associated with each sector and country. Alternatively, investors can look to a broad exchange traded fund strategy that focuses on high quality international names with sustainable advantages. On the recent webcast, ETF Strategy to Access Morningstar’s Top International Picks, Dan Lefkovitz, Content Strategist […]

With lingering concerns over the Eurozone, a post-Brexit world and growth in China, investors seeking international exposure should turn to exchange traded funds that target strongly positioned companies. On the upcoming webcast, ETF Strategy to Access Morningstar’s Top International Picks, Dan Lefkovitz Content Strategist for Indexes Morningstar, Alex Morozov, Director of European Equity Research at Morningstar, […]

While the equities market is making new highs, investors have increasingly turned to passive open-end strategies, along with index-based exchange traded funds, over active mutual funds to gain exposure to the record run. S&P 500 Index mutual funds attracted $3.0 billion in net inflows in June, writes Todd Rosenbluth, S&P Global Market Intelligence Director of […]

Americans’ shifting preferences and desire to spend on experiences, including dining out, could support the consumer services and restaurant industries, along with sector-related exchange traded funds. On the upcoming webcast, How Your Portfolio Could Bite Into Consumer Spending, Samuel Masucci, Founder and CEO of ETF Managers Group, and Michael Cronan, President of BITE ETF, will […]

The S&P 500 and Dow Jones Industrial Average have hit new highs, but observers remain skeptical over how much more room there is left to run in the so-called most hated bull market, with some pointing to a flat or low-return environment ahead. Consequently, if investors aren’t going to see a repeat of the breakneck performance […]

ETF Trends takes a condensed look at five new ETF products launched today, July 14. Cambria Expands on Shareholder Yield Suite Cambria launched the Cambria Emerging Shareholder Yield ETF (BATS: EYLD). EYLD tracks the Cambria Emerging Shareholder Yield Index, which is comprised of emerging market stocks ranked by dividend payments and net stock buybacks, key […]

Investors who want equity exposure but are wary of potential downturns in a volatile market ahead may consider a recently launched smart-beta exchange traded fund strategy that employs behavioral momentum factors to help capture upside while limiting downside risks. The Aptus Behavioral Momentum ETF (BATS: BEMO) tries to reflect the performance of the Aptus Behavioral […]

After a bout of politically induced market volatility, exchange traded funds that track low-volatility strategies continue to outperform. Over the past month, the iShares Edge MSCI Min Vol USA ETF (NYSEArca: USMV), which selects stocks based on variances and correlations, along with other risk factors, rose 4.4% while the competing PowerShares S&P 500 Low Volatility […]