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Category: topSource: redinewsMay 1st, 2021

Is WisdomTree Global exU.S. Quality Dividend Growth ETF (DNL) a Strong ETF Right Now?

Smart Beta ETF report for DNL The WisdomTree Global exU.S. Quality Dividend Growth ETF (DNL) was launched on 06/16/2006, and is a smart beta exchange traded fund designed to offer broad exposure to the World ETFs category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way.If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.Fund Sponsor & IndexManaged by Wisdomtree, DNL has amassed assets over $417.98 million, making it one of the larger ETFs in the World ETFs. DNL seeks to match the performance of the WisdomTree Global ex-U.S. Quality Dividend Growth Index before fees and expenses.The WisdomTree Global ex-U.S. Quality Dividend Growth Index is a fundamentally weighted index that measures the performance of dividend paying stocks with growth characteristics in the developed and emerging markets outside of the United States.Cost & Other ExpensesSince cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.Operating expenses on an annual basis are 0.58% for DNL, making it on par with most peer products in the space.It has a 12-month trailing dividend yield of 1.89%.Sector Exposure and Top HoldingsWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.Looking at individual holdings, Rio Tinto Ltd (RIO) accounts for about 4.59% of total assets, followed by Taiwan Semiconductor Manufacturing Co Ltd and Unilever Plc (ULVR).The top 10 holdings account for about 36.72% of total assets under management.Performance and RiskSo far this year, DNL has added about 7.15%, and is up roughly 17.72% in the last one year (as of 10/13/2021). During this past 52-week period, the fund has traded between $32.44 and $43.87.DNL has a beta of 0.82 and standard deviation of 22.27% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 276 holdings, it effectively diversifies company-specific risk.AlternativesWisdomTree Global exU.S. Quality Dividend Growth ETF is a reasonable option for investors seeking to outperform the World ETFs segment of the market. However, there are other ETFs in the space which investors could consider.IShares Core Dividend Growth ETF (DGRO) tracks Morningstar US Dividend Growth Index and the Vanguard Dividend Appreciation ETF (VIG) tracks NASDAQ US Dividend Achievers Select Index. IShares Core Dividend Growth ETF has $20.03 billion in assets, Vanguard Dividend Appreciation ETF has $61.19 billion. DGRO has an expense ratio of 0.08% and VIG charges 0.06%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the World ETFs.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree Global exU.S. Quality Dividend Growth ETF (DNL): ETF Research Reports Rio Tinto PLC (RIO): Free Stock Analysis Report Vanguard Dividend Appreciation ETF (VIG): ETF Research Reports iShares Core Dividend Growth ETF (DGRO): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Should You Invest in the Invesco DWA Industrials Momentum ETF (PRN)?

Sector ETF report for PRN Launched on 10/12/2006, the Invesco DWA Industrials Momentum ETF (PRN) is a passively managed exchange traded fund designed to provide a broad exposure to the Industrials - Broad segment of the equity market.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Industrials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 11, placing it in bottom 31%.Index DetailsThe fund is sponsored by Invesco. It has amassed assets over $249.27 million, making it one of the average sized ETFs attempting to match the performance of the Industrials - Broad segment of the equity market. PRN seeks to match the performance of the DWA Industrials Technical Leaders Index before fees and expenses.The DWA Industrials Technical Leaders Index identifies companies that are showing relative strength and are composed of at least 30 common stocks from a universe of approximately 3,000 common stocks traded on US exchanges.CostsCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.Annual operating expenses for this ETF are 0.60%, making it on par with most peer products in the space.It has a 12-month trailing dividend yield of 0.09%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation in the Industrials sector--about 90.50% of the portfolio.Looking at individual holdings, Ametek Inc (AME) accounts for about 3.61% of total assets, followed by Generac Holdings Inc (GNRC) and Pool Corp (POOL).The top 10 holdings account for about 33.11% of total assets under management.Performance and RiskThe ETF has added roughly 11.15% so far this year and was up about 23.66% in the last one year (as of 10/13/2021). In that past 52-week period, it has traded between $73.83 and $108.63.The ETF has a beta of 1.08 and standard deviation of 28.08% for the trailing three-year period, making it a medium risk choice in the space. With about 45 holdings, it has more concentrated exposure than peers.AlternativesInvesco DWA Industrials Momentum ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, PRN is an excellent option for investors seeking exposure to the Industrials ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.Vanguard Industrials ETF (VIS) tracks MSCI US Investable Market Industrials 25/50 Index and the Industrial Select Sector SPDR ETF (XLI) tracks Industrial Select Sector Index. Vanguard Industrials ETF has $5.27 billion in assets, Industrial Select Sector SPDR ETF has $17.21 billion. VIS has an expense ratio of 0.10% and XLI charges 0.12%.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco DWA Industrials Momentum ETF (PRN): ETF Research Reports Pool Corporation (POOL): Free Stock Analysis Report AMETEK, Inc. (AME): Free Stock Analysis Report Vanguard Industrials ETF (VIS): ETF Research Reports Industrial Select Sector SPDR ETF (XLI): ETF Research Reports Generac Holdings Inc. (GNRC): Free Stock Analysis Report To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?

Smart Beta ETF report for KBWY The Invesco KBW Premium Yield Equity REIT ETF (KBWY) made its debut on 12/02/2010, and is a smart beta exchange traded fund that provides broad exposure to the Real Estate ETFs category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics.While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results.Fund Sponsor & IndexThe fund is sponsored by Invesco. It has amassed assets over $340.66 million, making it one of the average sized ETFs in the Real Estate ETFs. Before fees and expenses, this particular fund seeks to match the performance of the KBW Nasdaq Premium Yield Equity REIT Index.The KBW Nasdaq Premium Yield Equity REIT Index is a dividend weighted index seeking to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the US.Cost & Other ExpensesInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.Operating expenses on an annual basis are 0.35% for this ETF, which makes it on par with most peer products in the space.It has a 12-month trailing dividend yield of 5.80%.Sector Exposure and Top HoldingsIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.Representing 100% of the portfolio, the fund has heaviest allocation to the Real Estate sector.Taking into account individual holdings, American Finance Trust Inc (AFIN) accounts for about 5.40% of the fund's total assets, followed by Global Net Lease Inc (GNL) and Office Properties Income Trust (OPI).KBWY's top 10 holdings account for about 44.19% of its total assets under management.Performance and RiskYear-to-date, the Invesco KBW Premium Yield Equity REIT ETF has gained about 22.94% so far, and was up about 36.68% over the last 12 months (as of 10/13/2021). KBWY has traded between $16.20 and $24.35 in this past 52-week period.The fund has a beta of 1.30 and standard deviation of 38.43% for the trailing three-year period, which makes KBWY a medium risk choice in this particular space. With about 30 holdings, it has more concentrated exposure than peers.AlternativesInvesco KBW Premium Yield Equity REIT ETF is a reasonable option for investors seeking to outperform the Real Estate ETFs segment of the market. However, there are other ETFs in the space which investors could consider.Schwab U.S. REIT ETF (SCHH) tracks Dow Jones U.S. Select REIT Index and the iShares U.S. Real Estate ETF (IYR) tracks Dow Jones U.S. Real Estate Index. Schwab U.S. REIT ETF has $6.34 billion in assets, iShares U.S. Real Estate ETF has $7.41 billion. SCHH has an expense ratio of 0.07% and IYR charges 0.41%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Real Estate ETFs.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco KBW Premium Yield Equity REIT ETF (KBWY): ETF Research Reports Global Net Lease, Inc. (GNL): Free Stock Analysis Report iShares U.S. Real Estate ETF (IYR): ETF Research Reports Schwab U.S. REIT ETF (SCHH): ETF Research Reports American Finance Trust, Inc. (AFIN): Free Stock Analysis Report Office Properties Income Trust (OPI): Free Stock Analysis Report To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Should iShares MSCI USA SmallCap Multifactor ETF (SMLF) Be on Your Investing Radar?

Style Box ETF report for SMLF If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares MSCI USA SmallCap Multifactor ETF (SMLF), a passively managed exchange traded fund launched on 04/28/2015.The fund is sponsored by Blackrock. It has amassed assets over $1.05 billion, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendSitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities.CostsInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.Annual operating expenses for this ETF are 0.30%, putting it on par with most peer products in the space.It has a 12-month trailing dividend yield of 1.09%.Sector Exposure and Top HoldingsIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Healthcare sector--about 19.70% of the portfolio. Consumer Discretionary and Information Technology round out the top three.Looking at individual holdings, Williams Sonoma Inc (WSM) accounts for about 1.16% of total assets, followed by Deckers Outdoor Corp (DECK) and Rh (RH).The top 10 holdings account for about 9.69% of total assets under management.Performance and RiskSMLF seeks to match the performance of the MSCI USA Small Cap Diversified Multiple-Factor Index before fees and expenses. The MSCI USA Small Cap Diversified Multiple-Factor Index is designed to select equity securities from MSCI USA Small Cap Index that have high exposure to four investment style factors: value, quality, momentum and low size.The ETF has gained about 20.63% so far this year and was up about 35.56% in the last one year (as of 10/13/2021). In the past 52-week period, it has traded between $37.85 and $56.47.The ETF has a beta of 1.13 and standard deviation of 27.12% for the trailing three-year period, making it a high risk choice in the space. With about 497 holdings, it effectively diversifies company-specific risk.AlternativesIShares MSCI USA SmallCap Multifactor ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, SMLF is a good option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.The iShares Russell 2000 ETF (IWM) and the iShares Core S&P SmallCap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $67.70 billion in assets, iShares Core S&P SmallCap ETF has $69.83 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.Bottom-LineRetail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares MSCI USA SmallCap Multifactor ETF (SMLF): ETF Research Reports Deckers Outdoor Corporation (DECK): Free Stock Analysis Report WilliamsSonoma, Inc. (WSM): Free Stock Analysis Report RH (RH): Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P SmallCap ETF (IJR): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Should Invesco S&P Ultra Dividend Revenue ETF (RDIV) Be on Your Investing Radar?

Style Box ETF report for RDIV The Invesco S&P Ultra Dividend Revenue ETF (RDIV) was launched on 10/01/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.The fund is sponsored by Invesco. It has amassed assets over $710.31 million, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market.Why Large Cap ValueLarge cap companies usually have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies.Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets.CostsInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.Annual operating expenses for this ETF are 0.39%, putting it on par with most peer products in the space.It has a 12-month trailing dividend yield of 4.80%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Financials sector--about 22.50% of the portfolio. Materials and Information Technology round out the top three.Looking at individual holdings, Phillips 66 (PSX) accounts for about 5.67% of total assets, followed by Occidental Petroleum Corp (OXY) and Pfizer Inc (PFE).The top 10 holdings account for about 49.85% of total assets under management.Performance and RiskRDIV seeks to match the performance of the OFI Revenue Weighted Ultra Dividend Index before fees and expenses. The OFI Revenue Weighted Ultra Dividend Index is constructed by identifying the top 60 securities from the S&P 900 Index with the highest average of the 1-year trailing dividend yields for the current quarter and each of the past three quarters which are then re-weighted according to the revenue earned by the companies.The ETF has added roughly 22.56% so far this year and is up about 44.89% in the last one year (as of 10/13/2021). In the past 52-week period, it has traded between $26.37 and $43.55.The ETF has a beta of 1.29 and standard deviation of 31.47% for the trailing three-year period, making it a medium risk choice in the space. With about 60 holdings, it effectively diversifies company-specific risk.AlternativesInvesco S&P Ultra Dividend Revenue ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, RDIV is a sufficient option for those seeking exposure to the Style Box - Large Cap Value area of the market. Investors might also want to consider some other ETF options in the space.The iShares Russell 1000 Value ETF (IWD) and the Vanguard Value ETF (VTV) track a similar index. While iShares Russell 1000 Value ETF has $54.17 billion in assets, Vanguard Value ETF has $82.98 billion. IWD has an expense ratio of 0.19% and VTV charges 0.04%.Bottom-LinePassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P Ultra Dividend Revenue ETF (RDIV): ETF Research Reports Pfizer Inc. (PFE): Free Stock Analysis Report Occidental Petroleum Corporation (OXY): Free Stock Analysis Report Phillips 66 (PSX): Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports iShares Russell 1000 Value ETF (IWD): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Should You Invest in the First Trust Materials AlphaDEX ETF (FXZ)?

Sector ETF report for FXZ Launched on 05/08/2007, the First Trust Materials AlphaDEX ETF (FXZ) is a passively managed exchange traded fund designed to provide a broad exposure to the Materials - Broad segment of the equity market.An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Materials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 12, placing it in bottom 25%.Index DetailsThe fund is sponsored by First Trust Advisors. It has amassed assets over $453.53 million, making it one of the average sized ETFs attempting to match the performance of the Materials - Broad segment of the equity market. FXZ seeks to match the performance of the StrataQuant Materials Index before fees and expenses.The StrataQuant Materials Index is a modified equal-dollar weighted index designed by the AMEX to objectively identify and select stocks from the Russell 1000 Index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology.CostsCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.Annual operating expenses for this ETF are 0.67%, making it one of the more expensive products in the space.It has a 12-month trailing dividend yield of 1.10%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation in the Materials sector--about 93% of the portfolio.Looking at individual holdings, Olin Corporation (OLN) accounts for about 5.26% of total assets, followed by Steel Dynamics, Inc. (STLD) and Celanese Corporation (CE).The top 10 holdings account for about 46.35% of total assets under management.Performance and RiskThe ETF has added roughly 23.86% so far this year and was up about 46.16% in the last one year (as of 10/13/2021). In that past 52-week period, it has traded between $37.81 and $63.15.The ETF has a beta of 1.26 and standard deviation of 31.35% for the trailing three-year period, making it a medium risk choice in the space. With about 38 holdings, it has more concentrated exposure than peers.AlternativesFirst Trust Materials AlphaDEX ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, FXZ is a reasonable option for those seeking exposure to the Materials ETFs area of the market. Investors might also want to consider some other ETF options in the space.FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR) tracks Morningstar Global Upstream Natural Resources Index and the Materials Select Sector SPDR ETF (XLB) tracks Materials Select Sector Index. FlexShares Morningstar Global Upstream Natural Resources ETF has $5.89 billion in assets, Materials Select Sector SPDR ETF has $7.36 billion. GUNR has an expense ratio of 0.46% and XLB charges 0.12%.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Materials AlphaDEX ETF (FXZ): ETF Research Reports Steel Dynamics, Inc. (STLD): Free Stock Analysis Report Celanese Corporation (CE): Free Stock Analysis Report Materials Select Sector SPDR ETF (XLB): ETF Research Reports Olin Corporation (OLN): Free Stock Analysis Report FlexShares Morningstar Global Upstream Natural Resources ETF (GUNR): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 13th, 2021

Is SPDR MSCI EAFE StrategicFactors ETF (QEFA) a Strong ETF Right Now?

Smart Beta ETF report for QEFA The SPDR MSCI EAFE StrategicFactors ETF (QEFA) was launched on 06/04/2014, and is a smart beta exchange traded fund designed to offer broad exposure to the Broad Developed World ETFs category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.Fund Sponsor & IndexThe fund is managed by State Street Global Advisors. QEFA has been able to amass assets over $805.93 million, making it one of the average sized ETFs in the Broad Developed World ETFs. Before fees and expenses, this particular fund seeks to match the performance of the MSCI EAFE Factor Mix A-Series Index.The MSCI EAFE Factor Mix A-Series Index captures large and mid-cap representation across 22 developed market Europe, Australasia, and Far East countries and aims to represent the performance of value, low volatility, and quality factor strategies.Cost & Other ExpensesCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.Operating expenses on an annual basis are 0.30% for this ETF, which makes it on par with most peer products in the space.It has a 12-month trailing dividend yield of 1.95%.Sector Exposure and Top HoldingsETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.Looking at individual holdings, Roche Holding Ltd (ROG-CH) accounts for about 2.58% of total assets, followed by Nestle S.a. (NESN-CH) and Asml Holding Nv (ASML-NL).QEFA's top 10 holdings account for about 16.25% of its total assets under management.Performance and RiskYear-to-date, the SPDR MSCI EAFE StrategicFactors ETF has gained about 7.99% so far, and it's up approximately 19.65% over the last 12 months (as of 10/13/2021). QEFA has traded between $59.71 and $79.35 in this past 52-week period.The ETF has a beta of 0.74 and standard deviation of 19.92% for the trailing three-year period, making it a medium risk choice in the space. With about 705 holdings, it effectively diversifies company-specific risk.AlternativesSPDR MSCI EAFE StrategicFactors ETF is a reasonable option for investors seeking to outperform the Broad Developed World ETFs segment of the market. However, there are other ETFs in the space which investors could consider.IShares MSCI EAFE ETF (EFA) tracks MSCI EAFE Index and the iShares Core MSCI EAFE ETF (IEFA) tracks MSCI EAFE Investable Market Index. IShares MSCI EAFE ETF has $56.07 billion in assets, iShares Core MSCI EAFE ETF has $99.08 billion. EFA has an expense ratio of 0.32% and IEFA charges 0.07%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Broad Developed World ETFs.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR MSCI EAFE StrategicFactors ETF (QEFA): ETF Research Reports iShares MSCI EAFE ETF (EFA): ETF Research Reports iShares Core MSCI EAFE ETF (IEFA): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Is Vanguard International Dividend Appreciation ETF (VIGI) a Strong ETF Right Now?

Smart Beta ETF report for VIGI Making its debut on 03/03/2016, smart beta exchange traded fund Vanguard International Dividend Appreciation ETF (VIGI) provides investors broad exposure to the World ETFs category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns.If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results.Fund Sponsor & IndexBecause the fund has amassed over $3.89 billion, this makes it one of the largest ETFs in the World ETFs. VIGI is managed by Vanguard. This particular fund seeks to match the performance of the NASDAQ International Dividend Achievers Select Index before fees and expenses.The Nasdaq International Dividend Achievers Select Index focuses on high quality companies located in developed and emerging markets, excluding the United States, that have both the ability and the commitment to grow their dividends over time.Cost & Other ExpensesCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.Annual operating expenses for this ETF are 0.20%, making it one of the least expensive products in the space.It has a 12-month trailing dividend yield of 1.13%.Sector Exposure and Top HoldingsMost ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it's still important for investors to research a fund's holdings.When you look at individual holdings, Nestle Sa (NESN) accounts for about 4.24% of the fund's total assets, followed by Roche Holding Ag (ROG) and Novartis Ag (NOVN).Its top 10 holdings account for approximately 8.07% of VIGI's total assets under management.Performance and RiskSo far this year, VIGI return is roughly 7.06%, and is up about 17.35% in the last one year (as of 10/13/2021). During this past 52-week period, the fund has traded between $70.22 and $93.17.The fund has a beta of 0.75 and standard deviation of 19.87% for the trailing three-year period. With about 292 holdings, it effectively diversifies company-specific risk.AlternativesVanguard International Dividend Appreciation ETF is a reasonable option for investors seeking to outperform the World ETFs segment of the market. However, there are other ETFs in the space which investors could consider.Vanguard Total International Stock ETF (VXUS) tracks FTSE Global All Cap ex US Index and the Vanguard FTSE Developed Markets ETF (VEA) tracks FTSE Developed All Cap ex US Index. Vanguard Total International Stock ETF has $48.88 billion in assets, Vanguard FTSE Developed Markets ETF has $101.63 billion. VXUS has an expense ratio of 0.08% and VEA charges 0.05%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the World ETFs.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard International Dividend Appreciation ETF (VIGI): ETF Research Reports Rogers Corporation (ROG): Free Stock Analysis Report Vanguard FTSE Developed Markets ETF (VEA): ETF Research Reports Novan (NOVN): Get Free Report Vanguard Total International Stock ETF (VXUS): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 13th, 2021

Should SPDR Portfolio S&P 600 Small Cap ETF (SPSM) Be on Your Investing Radar?

Style Box ETF report for SPSM If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the SPDR Portfolio S&P 600 Small Cap ETF (SPSM), a passively managed exchange traded fund launched on 07/08/2013.The fund is sponsored by State Street Global Advisors. It has amassed assets over $4.29 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendSitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk.Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities.CostsExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Annual operating expenses for this ETF are 0.05%, making it one of the least expensive products in the space.It has a 12-month trailing dividend yield of 1.18%.Sector Exposure and Top HoldingsWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Financials sector--about 18.70% of the portfolio. Industrials and Consumer Discretionary round out the top three.Looking at individual holdings, Gamestop Corp. Class A (GME) accounts for about 1.07% of total assets, followed by Omnicell Inc. (OMCL) and Macy's Inc (M).The top 10 holdings account for about 5.16% of total assets under management.Performance and RiskSPSM seeks to match the performance of the Russell 2000 Index before fees and expenses. The Russell 2000 Index measures the performance of the small-cap segment of the US equity market.The ETF has added roughly 23.25% so far this year and was up about 46.70% in the last one year (as of 10/13/2021). In the past 52-week period, it has traded between $27.99 and $45.30.The ETF has a beta of 1.22 and standard deviation of 29.81% for the trailing three-year period. With about 617 holdings, it effectively diversifies company-specific risk.AlternativesSPDR Portfolio S&P 600 Small Cap ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, SPSM is a great option for investors seeking exposure to the Style Box - Small Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well.The iShares Russell 2000 ETF (IWM) and the iShares Core S&P SmallCap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $67.70 billion in assets, iShares Core S&P SmallCap ETF has $69.83 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.Bottom-LineAn increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Zacks Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. You know this company from its past glory days, but few would expect that it's poised for a monster turnaround. Fresh from a successful repositioning and flush with A-list celeb endorsements, it could rival or surpass other recent Zacks' Stocks Set to Double like Boston Beer Company which shot up +143.0% in a little more than 9 months and Nvidia which boomed +175.9% in one year.Free: See Our Top Stock and 4 Runners Up >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR Portfolio S&P 600 Small Cap ETF (SPSM): ETF Research Reports Macy's, Inc. (M): Free Stock Analysis Report Omnicell, Inc. (OMCL): Free Stock Analysis Report GameStop Corp. (GME): Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P SmallCap ETF (IJR): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 13th, 2021

Why Bryn Mawr Bank (BMTC) is a Great Dividend Stock Right Now

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Bryn Mawr Bank (BMTC) have what it takes? Let's find out. All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.Bryn Mawr Bank in FocusBryn Mawr Bank (BMTC) is headquartered in Bryn Mawr, and is in the Finance sector. The stock has seen a price change of 60.09% since the start of the year. Currently paying a dividend of $0.28 per share, the company has a dividend yield of 2.29%. In comparison, the Banks - Northeast industry's yield is 1.98%, while the S&P 500's yield is 1.4%.Looking at dividend growth, the company's current annualized dividend of $1.12 is up 5.7% from last year. In the past five-year period, Bryn Mawr Bank has increased its dividend 5 times on a year-over-year basis for an average annual increase of 6.65%. Any future dividend growth will depend on both earnings growth and the company's payout ratio; a payout ratio is the proportion of a firm's annual earnings per share that it pays out as a dividend. Bryn Mawr Bank's current payout ratio is 32%. This means it paid out 32% of its trailing 12-month EPS as dividend.Looking at this fiscal year, BMTC expects solid earnings growth. The Zacks Consensus Estimate for 2021 is $2.80 per share, which represents a year-over-year growth rate of 70.73%.Bottom LineFrom greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. It's important to keep in mind that not all companies provide a quarterly payout.Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, BMTC is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of 3 (Hold). Tech IPOs With Massive Profit Potential In the past few years, many popular platforms and like Uber and Airbnb finally made their way to the public markets. But the biggest paydays came from lesser-known names. For example, electric carmaker X Peng shot up +299.4% in just 2 months. Think of it this way… If you had put $5,000 into XPEV at its IPO in September 2020, you could have cashed out with $19,970 in November. With record amounts of cash flooding into IPOs and a record-setting stock market, this year’s lineup could be even more lucrative.See Zacks Hottest Tech IPOs Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Bryn Mawr Bank Corporation (BMTC): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 12th, 2021

Bear of the Day: Ollie"s Bargain Outlet (OLLI)

This discount retailer is feeling the pain of tough y-o-y comparisons and a disrupted supply chain. Based in Harrisburg, PA, Ollie’s Bargain Outlet OLLI is a popular discount retailer that sells a wide range of products under the Ollie’s, Ollie’s Army, and Good Stuff Cheap, among others. As of this past May, the company operates 416 outlets in 28 states.Q2 Earnings Miss ExpectationsBoth Ollie’s top and bottom line lagged the consensus estimate. The retailer earned $0.52 per share on revenue of $415.9 million compared to expectations of $0.55 per share and revenue of $435.8 million.Total sales were down 21.4% year-over-year.On a two-year basis, comparable store sales jumped 15.3% but slumped 28% versus the second-quarter period of 2020.Operating income fell considerable as well, decreasing 50.3% to $45.7 million while operating margin sank 640 basis points to 11%.But, Ollie’s cash and cash equivalents totaled $444.3 million at the end of the quarter compared to $305.1 million at the end of Q2 2020.Ollie’s declined to provide guidance for the rest of the fiscal year “given the uncertainties regarding the pace of economic recovery, consumer behavior and consumer demand amid the ongoing pandemic,” but CEO John Swygert did say that comps growth would be in the range of 5% to 7% on a two-year basis for the third quarter.Bottom LineOLLI is now a Zacks Rank #5 (Strong Sell).Seven analysts have cut their full year earnings outlook over the past 60 days. Ollie’s bottom line is expected to decline about 15.5% year-over-year, and the consensus estimate has fallen $0.24 to $2.67 per share for fiscal 2021. Next year’s earnings consensus has dropped as well, but Wall Street expects earnings to increase by 14% to $3.04 per share.Shares have been volatile so far in 2021. Year-to-date, OLLI has fallen more than 25% compared to the S&P 500’s gain of 16.1%.Unfortunately, business may still be rocky for the time being. Management warned that it continues to face “temporary supply chain challenges.” Potential investors may want to wait on the sidelines until the outlook improves.Those who are interested in adding a discount retail stock to their portfolio could consider The TJX Companies TJX. TJX is a #1 (Strong Buy) on the Zacks Rank with a dividend yield of 1.6%. Seven analysts have raised their earnings outlook for the current fiscal year, and earnings are set to soar over 860% year-over-year. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The TJX Companies, Inc. (TJX): Free Stock Analysis Report Ollie's Bargain Outlet Holdings, Inc. (OLLI): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 12th, 2021

Should You Invest in the Invesco S&P 500 Equal Weight Industrials ETF (RGI)?

Sector ETF report for RGI If you're interested in broad exposure to the Industrials - Broad segment of the equity market, look no further than the Invesco S&P 500 Equal Weight Industrials ETF (RGI), a passively managed exchange traded fund launched on 11/01/2006.While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Industrials - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 11, placing it in bottom 31%.Index DetailsThe fund is sponsored by Invesco. It has amassed assets over $452.27 million, making it one of the average sized ETFs attempting to match the performance of the Industrials - Broad segment of the equity market. RGI seeks to match the performance of the S&P 500 Equal Weight Industrials Index before fees and expenses.This index is an unmanaged equal weighted version of the S&P 500 Industrials Index that consists of the common stocks of the following industries: aerospace & defense, building products, construction & engineering, electrical equipment, conglomerates, machinery; commercial services & supplies, air freight & logistics, airlines, marine, road & rail transportation infrastructure.CostsSince cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.Annual operating expenses for this ETF are 0.40%, making it one of the cheaper products in the space.It has a 12-month trailing dividend yield of 0.74%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation in the Industrials sector--about 98.80% of the portfolio.Looking at individual holdings, Generac Holdings Inc (GNRC) accounts for about 1.68% of total assets, followed by Copart Inc (CPRT) and Cintas Corp (CTAS).The top 10 holdings account for about 14.63% of total assets under management.Performance and RiskSo far this year, RGI has gained about 21.85%, and it's up approximately 32.24% in the last one year (as of 10/12/2021). During this past 52-week period, the fund has traded between $132.47 and $194.96.The ETF has a beta of 1.24 and standard deviation of 26.66% for the trailing three-year period, making it a medium risk choice in the space. With about 76 holdings, it effectively diversifies company-specific risk.AlternativesInvesco S&P 500 Equal Weight Industrials ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, RGI is an excellent option for investors seeking exposure to the Industrials ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well.Vanguard Industrials ETF (VIS) tracks MSCI US Investable Market Industrials 25/50 Index and the Industrial Select Sector SPDR ETF (XLI) tracks Industrial Select Sector Index. Vanguard Industrials ETF has $5.28 billion in assets, Industrial Select Sector SPDR ETF has $17.40 billion. VIS has an expense ratio of 0.10% and XLI charges 0.12%.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Invesco S&P 500 Equal Weight Industrials ETF (RGI): ETF Research Reports Cintas Corporation (CTAS): Free Stock Analysis Report Copart, Inc. (CPRT): Free Stock Analysis Report Vanguard Industrials ETF (VIS): ETF Research Reports Industrial Select Sector SPDR ETF (XLI): ETF Research Reports Generac Holdings Inc. (GNRC): Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 12th, 2021

Is ALPS Equal Sector Weight ETF (EQL) a Strong ETF Right Now?

Smart Beta ETF report for EQL Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the ALPS Equal Sector Weight ETF (EQL) is a smart beta exchange traded fund launched on 07/07/2009.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance.Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.Fund Sponsor & IndexThe fund is managed by Alps. EQL has been able to amass assets over $202.60 million, making it one of the average sized ETFs in the Style Box - Large Cap Blend. Before fees and expenses, EQL seeks to match the performance of the NYSE Select Sector Equal Weight Index.The NYSE Select Sector Equal Weight Index comprises of all active Select Sector SPDR ETFs in an equal weighted portfolio. These sector includes Consumer Discretionary, Consumer Staples, Materials, Energy, Technology, Utilities, Financial, Industrial, Health Care & Real Estate.Cost & Other ExpensesWhen considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal.Operating expenses on an annual basis are 0.28% for this ETF, which makes it on par with most peer products in the space.The fund has a 12-month trailing dividend yield of 1.77%.Sector Exposure and Top HoldingsETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.When you look at individual holdings, Xlktechnology Select Sector Spdr Fund accounts for about 9.34% of the fund's total assets, followed by Xlyconsumer Discretionary Select Sector Spdr Fund and Xlffinancial Select Sector Spdr Fund.The top 10 holdings account for about 91.09% of total assets under management.Performance and RiskThe ETF has added about 20.81% and is up about 29% so far this year and in the past one year (as of 10/12/2021), respectively. EQL has traded between $75.14 and $104.58 during this last 52-week period.EQL has a beta of 0.96 and standard deviation of 22.21% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 12 holdings, it has more concentrated exposure than peers.AlternativesALPS Equal Sector Weight ETF is a reasonable option for investors seeking to outperform the Style Box - Large Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.IShares Core S&P 500 ETF (IVV) tracks S&P 500 Index and the SPDR S&P 500 ETF (SPY) tracks S&P 500 Index. IShares Core S&P 500 ETF has $291.19 billion in assets, SPDR S&P 500 ETF has $387.35 billion. IVV has an expense ratio of 0.03% and SPY charges 0.09%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Blend.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ALPS Equal Sector Weight ETF (EQL): ETF Research Reports SPDR S&P 500 ETF (SPY): ETF Research Reports iShares Core S&P 500 ETF (IVV): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021

Should First Trust Small Cap Value AlphaDEX ETF (FYT) Be on Your Investing Radar?

Style Box ETF report for FYT The First Trust Small Cap Value AlphaDEX ETF (FYT) was launched on 04/19/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.The fund is sponsored by First Trust Advisors. It has amassed assets over $222.59 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market.Why Small Cap ValueSmall cap companies have market capitalization below $2 billion. They usually have higher potential than large and mid cap companies with stocks but higher risk.Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. When you look at long-term performance, value stocks have outperformed growth stocks in nearly all markets. But in strong bull markets, growth stocks are more likely to be winners.CostsCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.Annual operating expenses for this ETF are 0.70%, making it one of the most expensive products in the space.It has a 12-month trailing dividend yield of 1.02%.Sector Exposure and Top HoldingsETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.This ETF has heaviest allocation to the Financials sector--about 33.90% of the portfolio. Industrials and Consumer Discretionary round out the top three.Looking at individual holdings, American National Group, Inc. (ANAT) accounts for about 0.83% of total assets, followed by Mr. Cooper Group Inc. (COOP) and Meritage Homes Corporation (MTH).The top 10 holdings account for about 7.37% of total assets under management.Performance and RiskFYT seeks to match the performance of the Nasdaq AlphaDEX Small Cap Value Index before fees and expenses. The NASDAQ AlphaDEX Small Cap Value Index is an enhanced index which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 700 Small Cap Value Index.The ETF return is roughly 25.81% so far this year and is up about 53.68% in the last one year (as of 10/12/2021). In the past 52-week period, it has traded between $31.42 and $53.68.The ETF has a beta of 1.54 and standard deviation of 35.58% for the trailing three-year period, making it a high risk choice in the space. With about 263 holdings, it effectively diversifies company-specific risk.AlternativesFirst Trust Small Cap Value AlphaDEX ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, FYT is a sufficient option for those seeking exposure to the Style Box - Small Cap Value area of the market. Investors might also want to consider some other ETF options in the space.The iShares Russell 2000 Value ETF (IWN) and the Vanguard SmallCap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $16.16 billion in assets, Vanguard SmallCap Value ETF has $24.66 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%.Bottom-LineWhile an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Small Cap Value AlphaDEX ETF (FYT): ETF Research Reports Meritage Homes Corporation (MTH): Free Stock Analysis Report Vanguard SmallCap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports American National Group, Inc. (ANAT): Get Free Report MR. COOPER GROUP INC (COOP): Free Stock Analysis Report To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021

Should John Hancock Multifactor Mid Cap ETF (JHMM) Be on Your Investing Radar?

Style Box ETF report for JHMM Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the John Hancock Multifactor Mid Cap ETF (JHMM), a passively managed exchange traded fund launched on 09/28/2015.The fund is sponsored by John Hancock. It has amassed assets over $2.37 billion, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendCompared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with market capitalization between $2 billion and $10 billion. Thus, companies that fall under this category provide a stable and growth-heavy investment.Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.CostsExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Annual operating expenses for this ETF are 0.42%, putting it on par with most peer products in the space.It has a 12-month trailing dividend yield of 0.76%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Information Technology sector--about 19.10% of the portfolio. Industrials and Financials round out the top three.Looking at individual holdings, Marvell Technology Inc (MRVL) accounts for about 0.53% of total assets, followed by Parker Hannifin Corp (PH) and Skyworks Solutions Inc (SWKS).The top 10 holdings account for about 4.13% of total assets under management.Performance and RiskJHMM seeks to match the performance of the John Hancock Dimensional Mid Cap Index before fees and expenses. The John Hancock Dimensional Mid Cap Index comprises of a subset of securities in the U.S. Universe issued by companies whose market capitalizations are between the 200th and 951st largest U.S. company.The ETF has added roughly 18.50% so far this year and was up about 31.96% in the last one year (as of 10/12/2021). In the past 52-week period, it has traded between $37.93 and $54.37.The ETF has a beta of 1.12 and standard deviation of 25.30% for the trailing three-year period, making it a medium risk choice in the space. With about 670 holdings, it effectively diversifies company-specific risk.AlternativesJohn Hancock Multifactor Mid Cap ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, JHMM is a good option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.The Vanguard MidCap ETF (VO) and the iShares Core S&P MidCap ETF (IJH) track a similar index. While Vanguard MidCap ETF has $51.31 billion in assets, iShares Core S&P MidCap ETF has $62.80 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%.Bottom-LineRetail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report John Hancock Multifactor Mid Cap ETF (JHMM): ETF Research Reports ParkerHannifin Corporation (PH): Free Stock Analysis Report Skyworks Solutions, Inc. (SWKS): Free Stock Analysis Report Marvell Technology, Inc. (MRVL): Free Stock Analysis Report iShares Core S&P MidCap ETF (IJH): ETF Research Reports Vanguard MidCap ETF (VO): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 12th, 2021

Is First Trust Multi Cap Growth AlphaDEX ETF (FAD) a Strong ETF Right Now?

Smart Beta ETF report for FAD The First Trust Multi Cap Growth AlphaDEX ETF (FAD) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Growth category of the market.What Are Smart Beta ETFs?Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns.If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies.By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.Fund Sponsor & IndexThe fund is sponsored by First Trust Advisors. It has amassed assets over $242.62 million, making it one of the larger ETFs in the Style Box - All Cap Growth. This particular fund, before fees and expenses, seeks to match the performance of the Nasdaq AlphaDEX Multi Cap Growth Index.The NASDAQ AlphaDEX Multi Cap Growth Index is an enhanced which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 500 Large Cap Index, NASDAQ US 600 Mid Cap Index and NASDAQ US 700 Small Cap Index.Cost & Other ExpensesWhen considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal.Annual operating expenses for FAD are 0.63%, which makes it on par with most peer products in the space.FAD's 12-month trailing dividend yield is 0.04%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.FAD's heaviest allocation is in the Information Technology sector, which is about 27.90% of the portfolio. Its Healthcare and Consumer Discretionary round out the top three.When you look at individual holdings, Moderna, Inc. (MRNA) accounts for about 0.69% of the fund's total assets, followed by Fortinet, Inc. (FTNT) and Blackstone Inc. (BX).The top 10 holdings account for about 5.51% of total assets under management.Performance and RiskThe ETF return is roughly 15.71% so far this year and it's up approximately 29.31% in the last one year (as of 10/12/2021). In the past 52-week period, it has traded between $85.15 and $125.49.FAD has a beta of 1.09 and standard deviation of 26.29% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 675 holdings, it effectively diversifies company-specific risk.AlternativesFirst Trust Multi Cap Growth AlphaDEX ETF is a reasonable option for investors seeking to outperform the Style Box - All Cap Growth segment of the market. However, there are other ETFs in the space which investors could consider.IShares Morningstar Growth ETF (ILCG) tracks MORNINGSTAR US LARGE-MID CP BRD GRWTH ID and the iShares Core S&P U.S. Growth ETF (IUSG) tracks S&P 900 Growth Index. IShares Morningstar Growth ETF has $2.09 billion in assets, iShares Core S&P U.S. Growth ETF has $12.24 billion. ILCG has an expense ratio of 0.04% and IUSG charges 0.04%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - All Cap Growth.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Multi Cap Growth AlphaDEX ETF (FAD): ETF Research Reports Blackstone Inc. (BX): Free Stock Analysis Report Moderna, Inc. (MRNA): Free Stock Analysis Report Fortinet, Inc. (FTNT): Free Stock Analysis Report iShares Core S&P U.S. Growth ETF (IUSG): ETF Research Reports iShares Morningstar Growth ETF (ILCG): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021

Is First Trust Dow Jones Global Select Dividend ETF (FGD) a Strong ETF Right Now?

Smart Beta ETF report for FGD The First Trust Dow Jones Global Select Dividend ETF (FGD) was launched on 11/21/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Broad Developed World ETFs category of the market.What Are Smart Beta ETFs?For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.Investors who believe in market efficiency should consider market cap indexes, as they replicate market returns in a low-cost, convenient, and transparent way.But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns.Fund Sponsor & IndexManaged by First Trust Advisors, FGD has amassed assets over $509.44 million, making it one of the average sized ETFs in the Broad Developed World ETFs. This particular fund seeks to match the performance of the Dow Jones Global Select Dividend Index before fees and expenses.This Index is an indicated annual dividend yield weighted index of 100 stocks selected from the developed-market portion of the Dow Jones World Index.Cost & Other ExpensesSince cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio.Annual operating expenses for FGD are 0.57%, which makes it on par with most peer products in the space.The fund has a 12-month trailing dividend yield of 4.77%.Sector Exposure and Top HoldingsIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.Looking at individual holdings, Labrador Iron Ore Royalty Corp. (LIF.CN) accounts for about 2% of total assets, followed by Meritz Securities Co., Ltd. (008560.KS) and Telefonica, S.a. (TEF.SM).The top 10 holdings account for about 16.3% of total assets under management.Performance and RiskThe ETF has added about 19.19% so far this year and it's up approximately 40.40% in the last one year (as of 10/12/2021). In the past 52-week period, it has traded between $17.73 and $27.47.FGD has a beta of 1.03 and standard deviation of 25.15% for the trailing three-year period, which makes the fund a low risk choice in the space. With about 98 holdings, it effectively diversifies company-specific risk.AlternativesFirst Trust Dow Jones Global Select Dividend ETF is a reasonable option for investors seeking to outperform the Broad Developed World ETFs segment of the market. However, there are other ETFs in the space which investors could consider.IShares MSCI ACWI ETF (ACWI) tracks MSCI All Country World Index and the Vanguard Total World Stock ETF (VT) tracks FTSE Global All Cap Index. IShares MSCI ACWI ETF has $16.30 billion in assets, Vanguard Total World Stock ETF has $23.53 billion. ACWI has an expense ratio of 0.32% and VT charges 0.08%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Broad Developed World ETFs.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Dow Jones Global Select Dividend ETF (FGD): ETF Research Reports iShares MSCI ACWI ETF (ACWI): ETF Research Reports Vanguard Total World Stock ETF (VT): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021

Should JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) Be on Your Investing Radar?

Style Box ETF report for JPME If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME), a passively managed exchange traded fund launched on 05/11/2016.The fund is sponsored by J.P. Morgan. It has amassed assets over $230.85 million, making it one of the average sized ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendCompared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with market capitalization between $2 billion and $10 billion. Thus, companies that fall under this category provide a stable and growth-heavy investment.Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics.CostsExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Annual operating expenses for this ETF are 0.24%, putting it on par with most peer products in the space.It has a 12-month trailing dividend yield of 1.35%.Sector Exposure and Top HoldingsWhile ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.This ETF has heaviest allocation to the Information Technology sector--about 14.10% of the portfolio. Healthcare and Industrials round out the top three.Looking at individual holdings, Idexx Laboratories Inc (IDXX) accounts for about 0.47% of total assets, followed by Devon Energy Corp Common (DVN) and Fortinet Inc Common (FTNT).The top 10 holdings account for about 4.43% of total assets under management.Performance and RiskJPME seeks to match the performance of the Russell Midcap Diversified Factor Index before fees and expenses. The Russell Midcap Diversified Factor Index comprises of mid cap US equity securities selected from the Russell Midcap Index. The Index is diversified across the following sectors: financials, technology, consumer services, health care, industrials, consumer goods, energy/ materials and telecommunication/utilities.The ETF has added about 20.89% so far this year and is up roughly 32.67% in the last one year (as of 10/12/2021). In the past 52-week period, it has traded between $64.48 and $92.14.The ETF has a beta of 1.07 and standard deviation of 23.45% for the trailing three-year period. With about 373 holdings, it effectively diversifies company-specific risk.AlternativesJPMorgan Diversified Return U.S. Mid Cap Equity ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, JPME is a good option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.The Vanguard MidCap ETF (VO) and the iShares Core S&P MidCap ETF (IJH) track a similar index. While Vanguard MidCap ETF has $51.31 billion in assets, iShares Core S&P MidCap ETF has $62.80 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%.Bottom-LinePassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME): ETF Research Reports Devon Energy Corporation (DVN): Free Stock Analysis Report IDEXX Laboratories, Inc. (IDXX): Free Stock Analysis Report Fortinet, Inc. (FTNT): Free Stock Analysis Report iShares Core S&P MidCap ETF (IJH): ETF Research Reports Vanguard MidCap ETF (VO): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021

Should You Invest in the U.S. Global Jets ETF (JETS)?

Sector ETF report for JETS The U.S. Global Jets ETF (JETS) was launched on 04/30/2015, and is a passively managed exchange traded fund designed to offer broad exposure to the Industrials - Transportation/Shipping segment of the equity market.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Industrials - Transportation/Shipping is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 5, placing it in top 31%.Index DetailsThe fund is sponsored by U.S. Global Investors. It has amassed assets over $3.76 billion, making it one of the largest ETFs attempting to match the performance of the Industrials - Transportation/Shipping segment of the equity market. JETS seeks to match the performance of the U.S. Global Jets Index before fees and expenses.The U.S. Global Jets Index tracks the performance of Airline Companies across the globe with an emphasis on domestic passenger airlines.CostsInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.Annual operating expenses for this ETF are 0.60%, making it on par with most peer products in the space.It has a 12-month trailing dividend yield of 0.04%.Sector Exposure and Top HoldingsIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.Looking at individual holdings, Delta Air Lines Inc Del (DAL) accounts for about 9.95% of total assets, followed by United Airls Hldgs Inc (UAL) and Southwest Airls Co (LUV).The top 10 holdings account for about 56.76% of total assets under management.Performance and RiskSo far this year, JETS has added roughly 10.24%, and it's up approximately 32.35% in the last one year (as of 10/12/2021). During this past 52-week period, the fund has traded between $16.51 and $28.71.The ETF has a beta of 1.52 and standard deviation of 43.93% for the trailing three-year period, making it a high risk choice in the space. With about 51 holdings, it effectively diversifies company-specific risk.AlternativesU.S. Global Jets ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, JETS is a good option for those seeking exposure to the Industrials ETFs area of the market. Investors might also want to consider some other ETF options in the space.First Trust NASDAQ Transportation ETF (FTXR) tracks Nasdaq US Smart Transportation Index and the iShares U.S. Transportation ETF (IYT) tracks Dow Jones Transportation Average Index. First Trust NASDAQ Transportation ETF has $1.10 billion in assets, iShares U.S. Transportation ETF has $1.57 billion. FTXR has an expense ratio of 0.60% and IYT charges 0.42%.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Time to Invest in Legal Marijuana If you’re looking for big gains, there couldn’t be a better time to get in on a young industry primed to skyrocket from $17.7 billion back in 2019 to an expected $73.6 billion by 2027. After a clean sweep of 6 election referendums in 5 states, pot is now legal in 36 states plus D.C. Federal legalization is expected soon and that could be a still greater bonanza for investors. Even before the latest wave of legalization, Zacks Investment Research has recommended pot stocks that have shot up as high as +285.9%. You’re invited to check out Zacks’ Marijuana Moneymakers: An Investor’s Guide. It features a timely Watch List of pot stocks and ETFs with exceptional growth potential.Today, Download Marijuana Moneymakers FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report U.S. Global Jets ETF (JETS): ETF Research Reports Delta Air Lines, Inc. (DAL): Free Stock Analysis Report United Airlines Holdings Inc (UAL): Free Stock Analysis Report Southwest Airlines Co. (LUV): Free Stock Analysis Report iShares U.S. Transportation ETF (IYT): ETF Research Reports First Trust NASDAQ Transportation ETF (FTXR): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research.....»»

Category: topSource: zacksOct 12th, 2021

Is John Hancock Multifactor Mid Cap ETF (JHMM) a Strong ETF Right Now?

Smart Beta ETF report for JHMM A smart beta exchange traded fund, the John Hancock Multifactor Mid Cap ETF (JHMM) debuted on 09/28/2015, and offers broad exposure to the Style Box - Mid Cap Blend category of the market.What Are Smart Beta ETFs?Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency.But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market.By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.The smart beta space gives investors many different choices, from equal-weighting, one of the simplest strategies, to more complicated ones like fundamental and volatility/momentum based weighting. However, not all of these methodologies have been able to deliver remarkable returns.Fund Sponsor & IndexJHMM is managed by John Hancock, and this fund has amassed over $2.37 billion, which makes it one of the average sized ETFs in the Style Box - Mid Cap Blend. This particular fund seeks to match the performance of the John Hancock Dimensional Mid Cap Index before fees and expenses.The John Hancock Dimensional Mid Cap Index comprises of a subset of securities in the U.S. Universe issued by companies whose market capitalizations are between the 200th and 951st largest U.S. company.Cost & Other ExpensesInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.With on par with most peer products in the space, this ETF has annual operating expenses of 0.42%.JHMM's 12-month trailing dividend yield is 0.76%.Sector Exposure and Top HoldingsEven though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.For JHMM, it has heaviest allocation in the Information Technology sector --about 19.10% of the portfolio --while Industrials and Financials round out the top three.Looking at individual holdings, Marvell Technology Inc (MRVL) accounts for about 0.53% of total assets, followed by Parker Hannifin Corp (PH) and Skyworks Solutions Inc (SWKS).Its top 10 holdings account for approximately 4.13% of JHMM's total assets under management.Performance and RiskSo far this year, JHMM has added about 18.50%, and was up about 31.96% in the last one year (as of 10/12/2021). During this past 52-week period, the fund has traded between $37.93 and $54.37.The ETF has a beta of 1.12 and standard deviation of 25.30% for the trailing three-year period, making it a medium risk choice in the space. With about 670 holdings, it effectively diversifies company-specific risk.AlternativesJohn Hancock Multifactor Mid Cap ETF is a reasonable option for investors seeking to outperform the Style Box - Mid Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.Vanguard MidCap ETF (VO) tracks CRSP US Mid Cap Index and the iShares Core S&P MidCap ETF (IJH) tracks S&P MidCap 400 Index. Vanguard MidCap ETF has $51.31 billion in assets, iShares Core S&P MidCap ETF has $62.80 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%.Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Mid Cap Blend.Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. 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Click to get this free report John Hancock Multifactor Mid Cap ETF (JHMM): ETF Research Reports ParkerHannifin Corporation (PH): Free Stock Analysis Report Skyworks Solutions, Inc. (SWKS): Free Stock Analysis Report Marvell Technology, Inc. (MRVL): Free Stock Analysis Report iShares Core S&P MidCap ETF (IJH): ETF Research Reports Vanguard MidCap ETF (VO): ETF Research Reports To read this article on Zacks.com click here......»»

Category: topSource: zacksOct 12th, 2021