5 ETFs for the Small-Cap Rally
By Dave Dierking, CFA After lagging their large-cap counterparts for most of the past few years, small caps are back in the…
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Why Revenue-Weighted ETFs Are a Good Fit Now
A revenue-weighted ETF approach could serve as a compelling alternative to market-cap weighting for core equity positions. On the recent webcast, Anchor…
Anchor Your Core with Revenue Weighting
With the growing migration towards index investing strategies, financial advisors may be wondering whether traditional market cap weighting is the right approach…
The Success Behind OppenheimerFunds’ Revenue Weighted ETFs
Ten years ago, OppenheimerFunds launched three Revenue Weighted ETFs on the concept of weighting securities by company revenue to target their true…
Value, Size Smart Beta ETFs Could Outperform
As the economy and markets mature, stock investors should consider tactical smart beta factor exchange traded fund investments to optimize a portfolio…
A Smart Beta ETF With a Social Purpose
Investors looking to invest with a purpose can find an increasing number of options in the smart beta space thanks to the…
A Big Small-Cap Idea for 2018
Small-caps stocks and the corresponding ETFs lagged their large-cap counterparts in the U.S. this year. Investors looking to position for a rebound…
A Compelling Way to Consider Developed Markets
Investors are loving ex-US international equity exchange traded funds this year. One of the primary drivers of that trend is that stocks…
How to Best Utilize Smart Beta ETFs in a Portfolio
There are now a number of smart beta ETFs in the market, allowing investors to access various targeted factors to better customize…
OppenheimerFunds Taps U.N. Sustainable Investment Expert to Head ESG ETFs
OppenheimerFunds may be expanding on its line of environmental, social and governance, or ESG, related ETFs after appointing Aniket Shah as Head…
ETF Providers Are Increasingly Expanding on Smart Beta
As more investors seek out ways to diversify their equity exposures, smart beta ETFs are gaining a greater following. “We’re very, very…
Smart Beta & ESG: Two Nifty Concepts, One ETF
Environmental, social and governance (ESG) investing principles have permeated the world of exchange traded funds in a big way, but ESG investing…
Current Small-Cap ETF Run May Still Have Legs
Small-cap stocks and related exchange traded funds have strengthened in the ongoing bull market run and may still have more room to…
Tax Reform Debate Could Pressure Small-Cap ETFs
Major small-cap ETFs, including the iShares Core S&P Small-Cap ETF (NYSEArca: IJR) and the iShares Russell 2000 ETF (NYSEArca: IWM), could see increased volatility…