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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 […]

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 […]

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 […]