Small-Cap

As people go bargain hunting after the recent selling pressure, investors should consider exchange traded funds that track small capitalization-weighted stocks, which have typically outperformed at the start of a new year. According to financial data provider Kensho, small-cap stocks have returned more than large-cap companies in the first quarter for the past two decades, […]

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 a Federal Reserve-induced multi-year rally in equities, exchange traded fund investors pulled out of U.S. stocks and shifted into international markets where people may still find more attractive valuations. For instance, the WisdomTree Europe Hedged Equity Fund (NYSEArca: HEDJ) was the most popular ETF of 2015, attracting close to $14.0 billion in net inflows […]

Exchange traded funds have seen trading activity increase over the years as more investors see the benefits of the investment vehicle. For instance, since ETFs trade on an exchange like a stock, many have utilized the funds to execute quick or tactical positions to capitalize on market turns. While ETFs accumulate more assets and investor […]

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 […]

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 […]

After a multi-year bull run, U.S. equities are fairly valued if not overpriced and are beginning to slow. On the other hand, international stocks and exchange traded funds may offer better opportunities going forward. On the recent webcast, Sourcing Growth in a Growth-Starved World, Ted Lucas, Managing Partner and Investment Committee Chairman for Lattice Strategies, […]

As investors and advisors build a well diversified portfolio, one should also consider international stocks and exchange traded funds to potentially enhance returns. On the upcoming webcast, Sourcing Growth in a Growth-Starved World, Ted Lucas, Managing Partner and Investment Committee Chairman for Lattice Strategies, and Darek Wojnar, Managing Director and Investment Committee Member for Lattice […]

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 […]

U.S. companies recently revealed their largest annual profit decline since the recession, suggesting that the economy and stock exchange traded funds are moving toward the late-cycle phase. Corporate America’s profits dropped to $2.1 trillion in the third quarter, or down 1.1% from the second quarter, and fell 4.7% year-over-year, the largest annual decline since the […]

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 […]

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 […]

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 […]

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 […]

I do the “ETF of the Week” for MarketWatch every week on Chuck Jaffe’s MoneyLife Show where I highlight big movers and disappointments among exchange traded funds. This week, I looked at the AlphaMark Actively Managed Small Cap ETF (NasdaqGM: SMCP). SMCP offers an interesting actively managed approach to small-capitalization stocks. [Smart-Alpha; The New Active […]

AlphaMark Advisors is the latest fund manager to turn to the exchange traded fund space, launching an actively managed small-cap ETF that was converted from a mutual fund. The recently launched AlphaMark Actively Managed Small Cap ETF (NasdaqGM: SMCP), which has $23.7 million in assets under management, fills a hole in the AlphaMark fund line […]

While the broader market was stumbling Tuesday, energy-related exchange traded funds surged, with crude oil rising to a one-month high after an expected tighter oil supply outlook next year. The Energy Select Sector SPDR (NYSEArca: XLE) gained 1.7% Tuesday. Meanwhile, the United States Oil Fund (NYSEArca: USO), which tracks West Texas Intermediate crude oil futures, […]

Investors have utilized exchange traded funds to tap into dividend plays in the U.S. With more diversifying into foreign markets, there are a number of high-quality dividend ETFs that provide exposure to international stocks as well. On the recent webcast, Exporting Your Dividend Strategy: Dividend Growth Investing in International Markets, Simeon Hyman, head of investment […]

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 […]

While Japan’s export growth is slowing, investors who still want to capture an expanding Japanese economy may want to take a look at the domestic market and small-cap exchange traded funds. Year-to-date, the WisdomTree Japan SmallCap Dividend Fund (NYSEArca: DFJ) rose 14.9%, iShares MSCI Japan Small-Cap ETF (NYSEArca: SCJ) increased 11.8% and SPDR Russell/Nomura Small […]

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 […]

Addressing the popular demand for foreign investment options, Deustche Asset and Wealth management has expanded its suite of international currency-hedged exchange traded funds to hone in on more targeted slices of the global market. According to a press release, DeAWM launched six new currency-hedged ETFs, including: Deutsche X-trackers MSCI EAFE Small Cap Hedged Equity ETF […]

Stocks are tumbling in Russia, Brazil, Chile, South Africa, Australia and Canada due to economic weakness in China. Meanwhile, the Vanguard Europe ETF (VGK) remains roughly 5.5% off of its May high, as the feel-good effect of $1.3 trillion in European Central Bank stimulus subsides. In truth, risk assets from across the spectrum are fading. Exchange-traded […]

Eleven months ago, I talked about four classic canaries in the investment mines: (1) commodities, (2) high yield bonds, (3) small-cap stocks, (4) emerging market stocks. I explained that when all four of those canaries stop singing, riskier ETFs usually break down. Indeed, in September of 2014, commodities were tanking, high-yield bonds were plunging, small-cap […]

As the exchange traded fund universe continues to expand, newer ETFs have become more focused. Among the most popular recent launches, offerings that target popular market segments or provide a customized strategy have been able to attract greater interest. For starters, the iShares Exponential Technologies ETF (NYSEArca: XT) has been the fastest growing new ETF […]

U.S. Small Cap stocks have regained their mojo at least in the very short term it seems, with benchmark ETF IWM (iShares Russell 2000, Expense Ratio 0.20%) up more than 1% in the past five trading sessions versus SPY (SPDR S&P 500, Expense Ratio 0.09%) up only small during this same time period. Year to […]

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 […]

In a liquidity fueled market rally, investors may find opportunities in targeted segments of the market, including potentially more growth-oriented sectors and exchange traded funds. “We are coming from a period in which liquidity has been the major driver of asset prices,” Allianz’ chief economic advisor Mohamed El-Erian said on CNBC. “What the market is […]