Large-Cap

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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 […]

More exchange traded fund investors are looking to smart beta or alternative index-based strategies to fill out their investments, and focusing on which targeted factors within the indexing methodology matters when appropriately balancing a portfolio. On a recent webcast, Smart Beta Factors: How Many and What is Ideal?, Joel Schneider, Senior Portfolio Manager and Vice […]

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 […]

Large-cap U.S. stocks have been stalwarts, but smaller companies and exchange traded funds that track the small- and mid-cap categories are beginning to race ahead. Over the past three months, the iShares Russell 2000 ETF (NYSEArca: IWM) rose 11.1%, SPDR S&P MidCap 400 ETF (NYSEArca: MDY) gained 11.3% while the SPDR S&P 500 (NYSEArca: SPY) […]

Data suggests actively managed funds frequently lagged their benchmarks and many come with high fees, diminishing the allure of such funds. This is also true at the small-cap level where active managers have struggled to beat their benchmarks. However, there are some actively managed exchange traded funds (ETFs) with the potential to buck the trend […]

A slew of poor earnings results from the biggest tech names, with the latest lackluster results from Apple (NasdaqGS: AAPL), have dragged on the technology sector. However, an equal-weight tech-related exchange traded fund has been holding up surprisingly well. Following Apple’s earnings miss after the close Wednesday, the Guggenheim S&P Equal Weight Technology ETF (NYSEArca: […]

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 […]

As the equities markets rally off the February lows, small-cap stock exchange traded funds have sprinted ahead of their larger counterparts. Since the February 11 lows, the SPDR S&P 500 ETF (NYSEarca: SPY) gained 9.0% while the Guggenheim Equal S&P Weight ETF (NYSEarca: RSP) increased 9.1%. Due to its equal-weight indexing methodology, RSP includes a hefty […]

Small-capitalization stocks and related exchange traded funds have been an unloved asset category this year as investors turned to larger, more stable companies during the volatile conditions. Year-to-date, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) fell 6.1%,  Vanguard Small Cap ETF (NYSEArca: VB) declined 8.1%, iShares Russell 2000 ETF (NYSEArca: IWM) decreased 9.8% 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 […]

Graham Tuckwell, Founder and Chairman of ETF Securities, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference in Hollywood, Florida to discuss the innovations and growth in the Exchange Traded Fund business. As the industry matures, products are growing more sophisticated and ETF providers should be active in educating investors about the proper […]

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 […]

Company stocks that exhibit a value tilt may outperform more growth-oriented names next year as interest rates are set to rise. Meanwhile, investors can gain diversified exposure to value stocks through targeted exchange traded fund options. Patrick O’Shaughnessy, principal at O’Shaughnessy Asset Management, pointed out that value stocks have historically outperformed 14 of the past […]

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 […]

In the asset management world, the semiannual release of S&P Dow Jones’s SPIVA (S&P indexes versus actively managed funds) report generally gets a reaction. It’s simultaneously greeted with cheers and jeers—“I told you so”; “yeah, but”; “you’re hired”; and “you’re fired.” SPIVA’s detailed summary of the performance of actively managed funds versus various S&P benchmarks […]

Each time the markets fumble and get back up this year, large-cap growth stocks and related exchange traded funds have led the market rebound while small-cap value has consistently fallen behind. While many academic studies have shown that U.S. value stocks and small-caps outperform over the long-term, large-cap growth stocks have taken the lead this […]

John Hancock is joining the quickly growing field of smart-beta, index-based exchange traded funds as the money manager launches six multi-factor ETF strategies. According to a press release, John Hancock debuted with six offerings, including: John Hancock Multifactor Large Cap ETF (NYSEArca: JHML), which has a 0.35% expense ratio. John Hancock Multifactor Mid Cap ETF […]

Investors have utilized exchange traded funds that target dividend growth strategies to potentially enhance a U.S. stock portfolio’s returns. With more looking to overseas markets, investors can also utilize ETF dividend growth strategies that track international stocks as well. On the upcoming webcast, Exporting Your Dividend Strategy: Dividend Growth Investing in International Markets, Simeon Hyman, […]

Today, Goldman Sachs launched a new domestic equity exchange traded fund that promises to be the least expensive smart-beta offerings on the market today. “This smart-beta ETF will be priced like traditional beta products,”  said Michael Crinieri, Managing Director at Goldman Sachs. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEArca: GSLC), will have a […]

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 that 65.3% of large-cap managers underperformed the benchmark S&P 500 index over the past […]

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 U.S. last year, down from 53.7% in 2013 and 53.4% in 2012, reports Steve […]

Cyclical stocks could outperform defensive assets for the second half of the year. Exchange traded fund investors can also target the more aggressive cyclical stocks through the growth style. According to Goldman Sachs Group, cyclicals could outpace defensive, non-cyclicals for the rest of the year as the economy improves, reports Kristen Scholer for the Wall […]

Investors have piled into small-cap exchange traded funds, chasing the stronger returns in smaller company stocks as large-cap benchmarks plod along. So far this month, the iShares Russell 2000 ETF (NYSEArca: IWM) has attracted $3.3 billion in net asset inflows and the Vanguard Small Cap ETF (NYSEArca: VB) added $1.2 billion in net inflows, according […]

Active managers are trying to stick out in a slowly moving market by diving into smaller stocks. Consequently, some of the largest stocks and mega-cap exchange traded funds have been ignored and are now trading at relatively cheap valuations. Bank of America Merrill Lynch strategist Savita Subramanian argues that as active managers try to justify […]

Instead of tracking the markets with broad market-capitalization-weighted investments, investors can potentially enhance returns through new smart-beta exchange traded fund strategies. On the recent webcast, Rethinking Alpha: New Avenues to Portfolio Enhancement, Mitch Zacks, Director of Quantitative Modeling for Zacks Investment Research, argues that investors can generate alpha through passive index-based ETFs that track actively […]

As the U.S. dollar strengthens against foreign currencies and hurts Corporate America’s overseas profits, equity investors should consider small- and mid-cap exchange traded funds that track companies doing more business at home. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH) and SPDR S&P MidCap 400 ETF (NYSEArca: MDY) both track the S&P MidCap […]

Investors seeking to break away from a top-heavy, market-capitalization-weighted index can take a look at a new breed of smart-beta exchange traded funds that equally weight components. For instance, the ETFS Zacks Earnings Large-Cap U.S. Index Fund (NYSEArca: ZLRG) and the ETFS Zacks Earnings Small-Cap U.S. Index Fund (NYSEArca: ZSML) not only equally weight component […]

Investors who want to diversify away from large companies can utilize to exchange traded funds to track the smaller segment of the U.S. equities markets. For instance, the PowerShares FTSE RAFI 1500 Small-Mid Portfolio (NYSEArca: PRFZ) provides significant exposure to small U.S. stocks, along with some mid-cap exposure, and also shows a value tilt due […]

Middle-capitalization stocks and asset category exchange traded funds are leading the charge as investors focus on companies better positioned to capitalize on continued U.S. growth. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH) and SPDR S&P MidCap 400 ETF (NYSEArca: MDY) were up 3.8% year-to-date. In contrast, the e iShares Russell 2000 ETF […]