When it comes to large-cap U.S. equity ETFs, few match the popularity, liquidity, and influence of the SPDR S&P 500 ETF Trust (SPY) and the Invesco QQQ Trust (QQQ). While…
Tag: ETFs
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF
In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look…
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the…
Investing In Sectors: A Look at the 11 Sector ETFs
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the…
Before Buying This ETF, Read The Ingredients
What measure to use to determine what’s a value stock and what’s a growth stock is an ongoing debate, and especially relevant now, when Microsoft—typically not considered a value stock—is…
Rebalancing At Momentum ETF Offers Clues To Beat Market
Late last month, the iShares MSCI USA Momentum Factor ETF, which offers maximum exposure to the momentum factor, was rebalanced, offering clues to market-beating strategies, contends Ryan Jackson, a Manager…
In Spite of Losses, ARK Fund Tops $300m in Fees
Though it’s lost nearly $10 billion of investors’s money, the flagship ETF from Cathie Wood’s Ark Investment Management has garnered over $300 million in fees since it launched 9 years…
Building an Inflation Fighting Portfolio With Dave Schassler
With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…
ETFs Transformed Asset Management
ETFs were first launched 30 years ago and were mainly in the domain of institutional money managers, a relatively humble beginning compared to where the ETF market is now, contends…