Small-Cap

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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 […]

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 […]

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 […]

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 […]

The iShares Russell 2000 ETF (NYSEArca: IWM), the largest exchange traded fund tracking smaller stocks, and the rival iShares Core S&P Small-Cap ETF (NYSEArca: IJR), which follows the S&P SmallCap 600 Index, have been solid performers this year. However, some traders are noting it could be time to prepare for a small-cap pullback. Supporting the […]

As companies find it harder to grow earnings in a slowing economy, exchange traded fund investors should focus on high-quality names to ride out this low growth environment. On the upcoming webcast, Dividend Growers: High Quality Companies for a Low Growth Environment, Sam Stovall, Managing Director and U.S. Equity Strategist at S&P Global Market Intelligence, […]

After underperforming over the past few years, small capitalization stocks and related exchange traded funds are outpacing their larger peers. Over the past three months, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR), which follows the S&P SmallCap 600 Index, gained 6.6%. The Vanguard Small Cap ETF (NYSEArca: VB), which tracks the the CRSP US […]

While the financial sector remains one of the worst performing areas of the market, exchange traded funds that track small banks have quietly outperformed their large-cap peers. Year-to-date, the First Trust NASDAQ ABA Community Bank Index Fund (NasdaqGM: QABA) rose 1.3%, PowerShares S&P SmallCap Financials Portfolio (NYSEArca: PSCF) gained 9.7% and PowerShares KBW Regional Bank […]

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 […]

Global markets bounced Monday, with Europe-related exchange traded funds leading the charge, after polls revealed a rising number of Brits leaning toward “remain” in the upcoming “Brexit” vote. On Monday, the iShares MSCI United Kingdom ETF’s (NYSEArca: EWU), the largest U.K.-related ETF, and iShares MSCI United Kingdom Small-Cap ETF (NYSEArca: EWUS), which provides exposure to […]

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) […]

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 […]

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 […]

While the health industry has underperformed so far this year, health care stocks and sector-related exchange traded funds can gain momentum on increased merger and acquisition activity. About $144 billion in deals for biotechnology, health care and pharmaceutical companies have been announced this year, with Abbott Laboratories (NYSE: ABT) agreeing to acquire St Jude Medical […]

With the various market segments beginning to show diverging growth and small capitalization stocks gaining on their large-cap counterparts, exchange traded fund investors may consider an actively managed small-cap option to capitalize on potential opportunities ahead. On the recent webcast Tuesday, Active & Passive in a Simple Small-Cap ETF Discipline, Michael Simon, Founder, President and […]

As sectors and market categories begin to diverge, an actively managed small-cap exchange traded fund could focus on potential alpha generating opportunities ahead. On the upcoming webcast this Tuesday, Active & Passive in a Simple Small-Cap ETF Discipline, Michael Simon, Founder, President and Chief Investment Officer of AlphaMark, will discuss ways to tap into potential […]

Each week ETF Trends publisher Tom Lydon sits down for “ETF of the Week” for MarketWatch on Chuck Jaffe’s MoneyLife Show where he highlights big movers and disappointments among exchange traded funds. This week, he looked at the ProShares Russell 2000 Dividend Growers ETF (BATS: SMDV). SMDV may be a better way to access the small-cap category as the fund […]

As people diversify their portfolios in light of an ongoing low-yield environment, investors may want to take a look at exchange traded funds that track small- and mid-cap dividend growth strategies to potentially generate better risk-adjusted returns. On the recent webcast, Dividend Growth: Compelling Opportunities Beyond Large Caps, Simeon Hyman, Head of Investment Strategy at […]

The dividend investment theme has been outperforming this year as value stocks finally have their day in the sun, and yield-generating exchange traded funds that track smaller companies are leading the charge. On the upcoming webcast, Dividend Growth: Compelling Opportunities Beyond Large Caps, Simeon Hyman, Head of Investment Strategy at ProShares, Kieran Kirwan, Director of […]

GLD has gained 18.9% year-to-date, with Comex gold futures now trading around $1,265 per ounce, which has helped riskier stock ETFs shine QQQ, which tracks the Nasdaq-100, rose 7.3% over past month IWM gained 8.2% over past month SPY returned 7.2% over past month Among sector bets, energy has been the best performer in the six months […]

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 […]

Rebounding oil prices help Canadian equities extend their longest winning streak since August Canada’s equity market is one of two developed markets, along with New Zealand, that are back to positive this year Supporting the rally in Canadian stocks are raw-materials and energy producers Since the January 20 lows, the iShares MSCI Canada ETF (NYSEArca: […]

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 […]

Janus Capital Group is expanding its line of exchange traded funds to include a suite of so-called Smart Growth options that employ a number of fundamental factor screens from its legacy investment process to potentially generate outperformance. The Janus Small Cap Growth Alpha ETF (NasdaqGM: JSML) and Janus Small/Mid Cap Growth Alpha ETF (NasdaqGM: JSMD) […]

Investors should look to dividend exchange traded fund strategies as we see more volatile market conditions with uneven growth ahead. “Those focused on dividend growth, particularly outside the traditional domestic large-cap space, have delivered strong performance in an otherwise challenging environment,” according to ProShares. However, not all dividend strategies are created equal. Looking ahead, investors […]

Luciano Siracusano, Chief Investment Strategist at WisdomTree Investments, joined Tom Lydon, ETF Trends Publisher, at the Inside ETFs conference to discuss the dynamic foreign exchange market and currency-hedging exchange traded fund strategies. Siracusano points out that after unhedged and currency-hedged ETFs, we are now at versuib 3.0 or dynamic currency-hedged strategies. WisdomTree offers the WisdomTree […]

Exchange traded funds have been touted as a low-cost investment vehicle, and some options are already providing investors with a free lunch. Expenses or management fees, no matter how small, will put a slight dent on an ETF’s performance, compared to its underlying benchmark index. However, many ETFs have been able to match their benchmark […]

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 […]