Category: Smart Beta Channel

A Soaring Smart Beta Tech ETF Thanks to Trump

The First Trust Technology AlphaDEX Fund (NYSEArca: FXL) is among the myriad technology exchange traded funds that have recently been hitting record highs as the fund’s smart beta methodology proves advantageous for investors. The $662.5 million FXL once again joined the all-time high club on Thursday. The tech sector could even see more free cash…

An ETF That Tracks an Attractive Lineup of Sustainable International Companies

International equities have begun to pull ahead of U.S. domestic markets, and one smart beta exchange traded fund strategy that focuses on quality companies trading at an attractive price may be an opportune way to gain access to momentum in foreign equities. The VanEck Vectors Morningstar International Moat ETF (NYSEArca: MOTI) has increased 13.9% year-to-date,…

A Solid Long-Term Smart Beta ETF Strategy that Keeps Investors in the KNOW

As investors look for new ways to build out their investment portfolios, many have turned to smart beta or alternative index-based exchange traded funds that can potentially diminish risks or enhance returns. For example, the Direxion All Cap Insider Sentiment Shares (NYSEArca: KNOW) has been a quietly outperforming. Since its inception in December 2011, the…

Dependability and a Low Fee With This Dividend ETF

Investors like dividends and low fees on their exchange traded funds, two reasons why the Schwab US Dividend Equity ETF (NYSEArca: SCHD) is a success. SCHD includes 100 stocks based on strong fundamentals, dividend yields and consistent dividend payouts for at least 10 consecutive years, and it has a 2.90% 12-month yield. SCHD charges just…

An Idea for Value With Small Stocks

The value factor as it is applied to small-cap stocks has proven potent over long holding periods, but investors should not be forced to pay up for that advantage. The Vanguard Small-Cap Value ETF (NYSEArca: VBR) ensures that is not an issue. VBR charge just 0.08% per year, the equivalent of $8 on a $10,000…

Investors Should Consider Re-Emerging Market ETFs

Developing economies have played second fiddle to developed market over the past few years, with U.S. equities leading the charge. However, investors are finally beginning to take a closer look at emerging market stocks and exchange traded funds as many search for cheap opportunities. “Here at Deutsche Asset Management, we believe that the time is…

Momentum ETF Strategy Bets on Hot Movers to Keep Rising

The value factor is again generating praise among investors and factor followers, but momentum is also proving sturdy this year. For example, the iShares MSCI USA Momentum Factor ETF (NYSEArca: MTUM) is up more than 9% year-to-date and is easily topping broader, cap-weighted equity indexes. MTUM tracks large- and mid-cap U.S. stocks with relatively high…

ETF Investors May Soon Access Seasonal Rotation Investment Styles

CFRA, one of the world’s largest providers of independent research, has rolled out a number of alternative indices that try to seize upon the benefits of a seasonal rotation strategy, paving the way for a number of potential smart beta exchange traded fund options down the line. The research provider has launched four CFRA-Stovall Indices,…

A New Spin on ESG (Economic, Social and Governance) ETFs

Exchange traded funds and other strategies that incorporate Economic, Social and Governance, or ESG, are increasingly popular with investors and issuers are obliging with an array of new ETFs adhering to ESG investing principles. Last week, SerenityShares, a unit of SerenityShares Investments, a Washington-DC based registered investment advisor, introduced the SerenityShares IMPACT ETF (NYSEArca: ICAN).…

A Quietly Outperforming ETF That Captures Transformative Technologies

As technology grows more sophisticated, innovators have compressed the advancements into smaller devices, allowing many consumers to even wear high-tech products. With a rising industry of wearables, investors may also access the growth through a targeted exchange traded fund. “WEAR believes this category is poised to capture transformational technology in real life applications for leisure,…

Seven Things to Know About Smart Beta

By Mike LaBella, Portfolio Manager at QS Investors 1. Names Do Not Matter Smart beta means many things to many people. Defining characteristics typically include investment strategies that are simple, transparent and rules-based. Many names are used: factor investing, anti-benchmark, strategic beta, advanced beta, scientific beta, alternative beta, enhanced indexes, quantamental indexes, quasi-active, alternative-weighted, anti-beta…