S&P 500

After the worst month of a new year since 2009 and an earnings recession, economic growth could support the equities market and stock exchange traded funds ahead. Year-to-date, the SPDR S&P 500 ETF (NYSEArca: SPY), iShares Core S&P 500 ETF (NYSEArca: IVV) and Vanguard 500 Index (NYSEArca: VOO) have lost about 5.0%. Dragging on U.S. […]

Investors who still want their foot in the market but are wary of volatility weighing on their portfolios can turn to low-volatility exchange traded fund strategies that could generate more attractive risk-adjusted returns. For instance, investors can utilize something like the iShares MSCI USA Minimum Volatility ETF (NYSEArca: USMV), which selects stocks based on variances […]

Exchange traded products that track the CBOE Volatility Index, or VIX, have experienced large outflows, suggesting that investors are anticipating smaller swings and calmer markets ahead. Traders pulled $850 million from two of the most popular ETPs, which include both exchange traded funds and exchange traded notes, in January, even as the VIX is set […]

As the equities market plunged, hedging bets and risk insurance helped the CBOE Volatility Index and VIX-related exchange traded products surge. On Friday, the iPath S&P 500 VIX Short Term Futures ETN (NYSEArca: VXX) rose 11.7%, ProShares VIX Short-Term Futures ETF (NYSEArca: VIXY) gained 11.7% and VelocityShares Daily Long VIX Short-Term ETN (NYSEArca: VIIX) increased […]

With markets experiencing wider oscillations, low-volatility exchange traded funds are outperforming traditional broad equity market bets. As witnessed this week, international events may still trigger market volatility, notably the recent sell-off in Chinese markets. The CBOE Volatility Index and VIX-related exchange traded products also spiked Thursday after a quick plunge in Chinese markets triggered selling […]

The back-to-back selling in U.S. equities is fueling a rally in inverse exchange traded funds that capitalize off the stock market’s pain. The Dow Jones Industrial Average plunged another 350 points Thursday while the S&P 500 was down 2.1% and the Nasdaq was off 2.7%. On Thursday, the SPDR S&P 500 ETF (NYSEArca: SPY) fell […]

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 […]

Many expected this to be the year that active mutual fund managers would be able to pick and choose their battles and generate alpha for investors. However, active managers continued to underperform benchmarks, bolstering the case for low-cost, passive index-based exchange traded funds. According to Goldman Sachs analysis, only 27% of large-cap core funds beat […]

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 […]

With the equities market slowing down after a multi-year rally, investors may find opportunities in exchange traded funds that track buy-write or covered-call strategies. “Many investors overlook buy-write/covered call strategies, as their objective is to provide monthly income without interest rate or duration risk,” according to Recon Capital. For instance, the Recon Capital NASDAQ-100 Covered […]

As we head toward the a new year, exchange traded fund investors should reflect on what has happened through a tumultuous year and plan for potential risks and opportunities ahead. On the upcoming webcast, The Big Picture: Year-End Review and 2016 Outlook, Ron Saba, senior managing director of investment and CIO for Horizon Investments, John […]

While U.S. benchmarks retreated Friday and were on course for their worst weekly performance in a month, the CBOE Volatility Index and VIX-related exchange traded funds surged on the elevated risk-off sentiment. Exchange traded products that try to track the VIX were among the best performers on Friday as major stock indices declined over 1.5%. […]

Corporate insiders are dumping positions at near-record levels, potentially hinting at troubles ahead. Exchange traded fund inverse can also hedge against potential risks in the market with small positions in inverse strategies. According to investment research firm TrimTabs, insider selling hit $7.6 billion for the month of November, the fourth highest monthly level on record, […]

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 […]

As the financial markets wait for the Federal Reserve to pull the trigger on an interest rate hike, stock exchange traded fund investors should be assuaged knowing that higher rates typically imply strengthening economic conditions. Last week, the S&P Composite 1500 gained 3.2% with all three of its size components rising in price, Sam Stovall, […]

With low oil prices weighing on the energy sector, investors may turn to a relatively new ex-sector exchange traded fund to track U.S. equities while excluding exposure to weaker energy companies. Many are utilizing S&P 500 ETFs, such as the SPDR S&P 500 ETF (NYSEarca: SPY), which includes a 7.0% tilt toward energy companies, as […]

The S&P 500 has endured a tumultuous year that bottomed with the late-summer sell-off but has rallied of late back toward its record-highs. ETFs that track the index have of course risen back with the index, but depending on the methodology they use to track it, results are varying widely – and that’s a bit […]

While consumer staples stocks and sector-specific exchange traded funds have acted as a stabilizing force in a diversified investment portfolio, some investors may be starting to shift out of the relatively defensive asset category. The Consumer Staples Select SPDR (NYSEArca: XLP) saw $271 million in net outflows over the past week, according to ETF.com. Investors […]

Globally there are for the first time now over 6,000 ETFs/ETPs with over 3 trillion US dollars in assets at the end of October 2015.  ETFs/ETPs listed globally gathered US$35.6 billion in net new assets in October 2015. This marks the 21st consecutive month of positive net inflows, according to ETFGI’s Global ETF and ETP […]

After the summer pullback, investors dived back into stock exchange traded funds over October, adding to the best monthly equity market rally in four years. U.S.-listed stock ETFs attracted more inflows over October than the rest of the year combined, reports Eric Balchunas for Bloomberg. Equity ETFs saw $10 billion in net inflows over October, […]

U.S. equities and stock exchange traded funds have made a huge rally this month after the recent bout of volatility. However, ETF investors may have to pare expectations going toward the end of the year. The S&P 500 Index and SPDR S&P 500 ETF (NYSEArca: SPY) gained 8.1% month-to-date ended October 23, or about eight […]

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 […]

Income-minded investors can now target the top dividend-paying companies taken out of the S&P 500 benchmark through a new State Street Global Advisor exchange traded fund. The SPDR S&P 500 High Dividend ETF (NYSEArca: SPYD) began trading Thursday, October 22, according to a press release. The new ETF has a 0.12% expense ratio. SPYD tries […]

Value stocks and related exchange traded funds have rebounded over the past month but the rally may not last. Over the past month, value stocks have outpaced the growth category. For instance, the iShares S&P 500 Value ETF (NYSEArca: IVE), Vanguard S&P 500 Value ETF (NYSEArca: VOOV) and SPDR S&P 500 Value ETF (NYSEArca: SPYV) […]

Adding on to its extensive suite of alternative index-based exchange traded funds, PowerShares launched five new smart-beta strategies. Invesco Powershares, along with Dorsey, Wright & Associates, added the PowerShares DWA Tactical Sector Rotation Portfolio (NYSEArca: DWTR) Friday, October 9, according to a press release. DWTR follows DWA’s indexing methodology. Specifically, the DWTR acts like a […]

Actively managed mutual funds have been getting pummeled over the past few months, adding to the investment case for passively managed index-based investments and exchange traded funds as a better way to track the markets. According to a J.P. Morgan U.S. equity strategy note, 67% of mutual funds underperformed their benchmarks in the third quarter, […]

Investors should take a look at buyback exchange traded funds as the markets head toward one of the busiest periods of the year for company stock repurchases. November is the busiest month of the year for buybacks among S&P 500 companies, reports David Wilson for Bloomberg. About 13% of annual spending occurs during the month […]

With the U.S. dollar strengthening and the Federal Reserve looking at tightening its monetary policy, the various U.S. market sectors and related exchange traded funds could behave differently in a strong USD environment. The Trade Weighted U.S. Dollar Index has increased 15% over the past year and is at its highest level in over 10 […]

The recent plunge in oil prices and subsequent underperformance of the energy sector has been dragging on the S&P 500 Index. This last quarter’s revenue growth was -3.4%. If you excluded the energy sector, the revenue growth increased to 1.5%. What If You Could Buy The S&P 500 Without Energy Stocks? Enter the new ProShares […]