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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 […]

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 […]

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 […]

Conservative utilities stocks and sector-related exchange traded funds have been the best performing area of the market this year. However, the outperformance has made this defensive segment rather pricey. Year-to-date, the Utilities Select Sector SPDR (NYSEArca: XLU) increased 23.3% while the SPDR S&P 500 ETF (NYSEArca: SPY) gained 5.4%. However, the impressive rally this year […]

While the markets have been weighed down by various uncertainties, stock exchange traded funds may still strengthen as many still expect the S&P 500 to maintain its momentum, with the health care sector leading the charge. Industry analysts in aggregate predict the S&P 500 will experience a 10% advance in price over the next year, […]

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 […]

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 […]

If the United Kingdom decides to break off from the European Union, stock exchange traded funds investors may be better off sticking to U.S. markets and related exchange traded funds. “All you can do here in the United States, given the low level of interest rates, is go to the equities market,” Dennis Gartman, publisher […]

After years of outperforming, the equities market bull rally is running out of steam, with a number of global uncertainties weighing on riskier assets. Consequently, overweight stock exchange traded fund investors may want to consider revisiting the fixed-income theme. “What does a low-growth world, pricey stock valuations and a more cautious Fed add up to? […]

While market momentum has somewhat stalled, with growing pessimism over an uncertain outlook, exchange traded fund investors may still find some opportunities. On an upcoming webcast this Wednesday, Expert Mid-Year Outlook & Strategy: Bernstein, RiverFront, and Deutsche Asset Management, Peter Hooper, Managing Director & Chief Economist at Deutsche Bank Securities, Richard Bernstein, Chief Executive Officer of […]

As the equities markets continue to slide on ongoing concerns, exchange traded fund investors may look to strategies that track the CBOE Volatility Index and bearish play on stocks. U.S. stocks broke even after falling off for most of the session Thursday as global stocks weakened in response to Japan’s central banks decision to push […]

The utilities sector remains the best performing area of the S&P 500. However, a rising rate environment could cause utilities to underperform. While investors may have enjoyed the ride by overweighting the sector, exchange traded fund investors should also take the time to look under the hood of some of their investment plays lest they […]

ETF Trends publisher Tom Lydon appeared on Fox Business News to discuss recent exchange traded fund asset flows and how the shifting money may provide an insight into investors’ outlook. Click on the video below to watch the full interview. The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not […]

Direxion Investments, known for its leveraged exchange traded funds, has come out with a simple short or bearish play on the S&P 500. The Direxion Daily S&P 500 Bear 1x Shares ETF (NYSEArca: SPDN) will try to reflect the daily performance of 100% of the inverse performance of the S&P 500 index. “With the S&P […]

The ongoing underperformance in actively managed mutual funds is triggering a shift in the fund industry toward cheaper, passive index-based exchange traded funds. The S&P Global Market Intelligence’s Mutual Fund Research Group revealed that only 437 of 2053, or 21%, large-cap fund share classes equaled or beat the 3.57% total return of the S&P 500 […]

With many lingering global market risks and now a potential Federal Reserve interest rate hike ahead, exchange traded fund investors may look to a low-volatility strategy that specifically excludes rate-sensitive stocks. The PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (NYSEArca: XRLV) gives investors the ability to combine the low volatility and hedging rising rates […]

While U.S. equities recorded modest gains in the month of May, exchange traded fund investors largely targeted popular plays that staged a pullback, re-positioning to potentially capture further value ahead. The SPDR Gold Shares (NYSEArca: GLD) was the most popular ETF play of May, attracting almost $2.7 billion in net inflows, according to ETF.com data. […]

Many market observers follow the old adage “sell in May and go away,” but traders who are sticking around can hedge against the summer doldrums with leveraged and inverse exchange traded funds (ETFs). “Depending on which side of the fence you’re on, if you’re a trader you have choices,” according to Direxion Investments. “Sell in […]

The equities market and stock exchange traded funds are recovering. While some have reservations on the extent of the recovery, the stock market may still has legs. S&P 500 index-related ETFs, including the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard 500 Index (NYSEArca: VOO), gained about 1.9% […]

Investors have stepped back into the U.S. market, picking up broad stock exchange traded funds for the sixth straight week. U.S. stock ETFs attracted $3.5 billion last week and saw their sixth straight week of net cash inflows, reports Trevor Hunnicutt for Reuters. “ETF investors have fueled the bull market since the end of February,” […]

As we head into the earnings season, U.S. companies may reveal a significant fall off in profits over the first quarter, extending a so-called earnings recession. Exchange traded fund traders, though, can hedge against the potential volatility with inverse or bearish products. S&P 500 Index company profits are projected to fall 9.8% in the first […]

Bolstering the case for passively managed exchange traded fund as a good way for investors to tap into the equities market, active stock fund managers just experienced one of their worst quarters in almost two decades. Less than one in five large-cap funds outperformed the benchmark S&P 500 Index, the lowest number of beats since […]

After the equities market plunged toward a correction by February and recouped the loses all within the first quarter, the big swings could augur a good year for stock exchange traded funds. The SPDR S&P 500 ETF (NYSEArca: SPY) plunged about 10% from the start of the year through February 11 and then surged 12.7% […]

Broad U.S. equity indices turned positive in afternoon trading Tuesday, rebounding from earlier losses in response to the attacks in Brussels, Belgium. However, tourism sectors and related exchange traded funds weren’t able to rally with the broader market as traders digested the long-term implications from heightened terror activity. The the SPDR S&P 500 ETF (NYSEArca: […]

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 […]

Energy producers accounted for $1.9 trillion, or 11%, of the S&P 500’s $17.4 trillion market cap in June 2014 Since then crude oil futures have plunged 65%, dragging down the energy sector Consequently, the link between energy stocks and the broader equities market has diminished After the selloff in crude oil and producers for over a […]

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 […]

Many believed this would be the year that active stock pickers and mutual fund managers could choose their battles to generate alpha. However, the majority of active managers continued to underperform benchmark indices, bolstering the case for passive index-based exchange traded funds. Goldman Sachs analysis found that over the first two months of the year, […]

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 […]