Small-Cap

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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 […]

Long-term investors who are more likely to shake off short-term swings should take a look at small-cap value stocks and related exchange traded funds for potentially better returns. Many market observers have extolled the long-term benefits of small-cap stocks, and going one step further, the small-cap value category could provide even better returns, writes Sheyna […]

Exchange traded fund investors who are still interested in U.S. equities exposure should focus on the smaller segment of Corporate America. “For equity exposure, stay here in the U.S.,” with an emphasis toward smaller stocks, Jim McCaughan, chief executive of Principal Global Investors, said on CNBC. For instance, the iShares Core S&P Mid-Cap ETF (NYSEArca: […]

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 […]

Warren Buffett has put his stamp of approval on Australia’s outlook, and investors who want exposure to the market can look through a number of country-specific exchange traded funds. Buffett stated that he will spend over $2 billion per year to build out an Australian equities portfolio, reports Nyshka Chandran for CNBC. “If you come […]

With Chinese mainland A-shares surging this year, investors seeking exposure to the emerging market may be better off with China H-shares and related country-specific exchange traded funds. “The H-share index is much more attractive versus the A-shares at the moment, and we’re positioned that way,” Helen Zhu, head of China equities at BlackRock , told […]

While U.S. markets stumbled over the past month, small-capitalization stock exchange traded funds have outperformed, and more investors are taking notice. Over the past month, the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) rose 1.4%, Vanguard Small Cap ETF (NYSEArca: VB) was up 0.8% and iShares Russell 2000 ETF (NYSEArca: IWM) gained 1.7%. In contrast, […]

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 […]

ETF spotlight on the ETFS Zacks Earnings Small-Cap U.S. Index Fund (NYSEArca: ZSML), part of an ongoing series. Assets: $2.8 million Objective: The Zacks Earnings Small-Cap U.S. Index Fund tries to reflect the performance of the Zacks Earnings Small-Cap U.S. Index, which selects stocks based on the analysis of their earnings through a quantitative model, […]

Currency-hedged Eurozone-related exchange traded funds have gained a lot of traction this year after the central bank enacted an aggressive quantitative easing program, and with first quarter earnings coming in, it seems like the stimulus efforts are working. Europe ETFs that hedge against a depreciating euro currency have been among the best developed market investments […]

European markets are dominating headlines this year, from both an economic policy front, with Mario Draghi unleashing a fresh round of monetary stimulus, and a market performance perspective, with European bourses leading indexes higher and the euro tanking1. As a result, flows are coming into European-focused funds, particularly those that hedge currency risk. In particular, […]

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 […]

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 ETFS Zacks Earnings Small-Cap U.S. Index Fund (NYSEArca: ZSML). The relatively new smart-beta ETF provides a targeted approach to smaller companies with […]