-
A Recent Upgrade For This Growth Sector
Tuesday, March 12, 2019 - 12:20pm | 513The Communication Services Select Sector SPDR (NYSE: XLC), the largest exchange traded fund dedicated to the fourth-largest sector in the S&P 500, is up nearly 12 percent this year and some analysts are bullish on the communication services sector. Communication services officially debuted last...
-
Zero-Fee ETFs: It's Happening, And SoFi Looks To Be The First
Tuesday, February 26, 2019 - 4:40pm | 649Heading into 2019, there was plenty of chatter about this being the year that a no-fee exchange traded fund would come to market. It looks like that's going to happen, but the source of first free ETF is surprising some industry observers. What Happened Charles Schwab Corp. (NYSE: SCHW),...
-
Get In The Middle With Corporate Bonds
Tuesday, February 5, 2019 - 4:40pm | 536Yes, 2019 is still in its early stages, but for all the concerns about the state of the U.S. investment-grade corporate bond market heading into this year, that universe is off to a solid start. The Markit iBoxx USD Liquid Investment Grade Index, one of the most widely followed gauges of domestic...
-
Dancing With Defined Maturity ETFs
Tuesday, January 29, 2019 - 10:20am | 549Defined maturity exchange traded funds differ from their traditional counterparts. Defined maturity ETFs, also known as target-date funds, typically track an index of bonds that all mature in the same year. Those funds also have the maturity year in their names. A hypothetical example would be ABC...
-
Why This Defensive Dividend ETF Could Rise Again
Wednesday, January 9, 2019 - 1:02pm | 465Last year was a mixed bag for dividend-oriented exchange traded funds. Dividend growth was again solid in the United States, but high dividend strategies languished as the Federal Reserve hiked interest rates four times. The iShares Select Dividend ETF (NASDAQ: DVY), one of the largest domestic...
-
This Transportation ETF Could Benefit From Air Freight, Logistics Exposure This Year
Tuesday, January 8, 2019 - 2:16pm | 459Transportation stocks and exchange traded funds did not deliver for investors in 2018. Last year, the Dow Jones Transportation Average Index slumped 12.9 percent. Other baskets of transportation stocks performed even more poorly in 2018. What Happened The SPDR S&P Transportation ETF (NYSE: XTN...
-
Investors Piled Into Bond ETFs Last Year
Friday, January 4, 2019 - 1:35pm | 481Last year, U.S.-listed exchange traded fund took in $313 billion in new assets, short of 2017's record inflows, but still good for the second-best year on record. While the Federal Reserve boosted interest four times in 2018, three of the year's top 10 asset-gathering ETFs were bond funds....
-
Revisiting Real Estate ETFs
Wednesday, December 12, 2018 - 12:58pm | 473When taking into account the challenges presented by the Federal Reserve's interest rate tightening cycle, the real estate sector and the related exchange traded funds have been alright in 2018. The Vanguard Real Estate ETF (NYSE: VNQ), the largest ETF dedicated to the sector, is up 1.7 percent...
-
An Upgrade For A Defensive Sector
Tuesday, December 11, 2018 - 9:47am | 518Defensive sectors and the related exchange traded funds have recently been strutting their stuff. Over the past six months, the previously downtrodden consumer staples sector is easily outpacing the broader market. During that period, the Consumer Staples Select Sector SPDR (NYSE: XLP) is up almost...
-
Focusing On A Cheap Emerging Markets ETF
Friday, November 30, 2018 - 1:37pm | 548For the bulk of 2018, emerging markets equities have been laggards. The widely followed MSCI Emerging Markets Index is sitting on a year-to-date loss north of 11 percent. A bad year is never a guarantee of better things the next year, but some market observers are betting emerging markets stocks...
-
Momentum ETFs — Is There Still Life In The Fast Lane?
Wednesday, November 28, 2018 - 1:47pm | 503The FAANG stocks, among others, make for easy culprits behind the recent slide in momentum stocks and the related exchange traded funds. It may be overly simplistic, but a key element of momentum investing is that it works until doesn't. FAANG and other momentum fare worked for a while, but the...
-
Another Stellar Year For ETF Tax Efficiency
Tuesday, November 27, 2018 - 2:31pm | 514Among the myriad reasons advisors and investors have gravitated to exchange traded funds over actively managed funds in recent years are superior tax efficiencies. When active fund managers sell part or all of a position at a profit, investors foot the tax tab via a capital gains distribution, but...
-
Inside The Battle For ETF Supremacy
Monday, November 12, 2018 - 5:53pm | 574Flows to exchange traded funds in 2018 are unlikely to approach the record $450 billion seen last year. This year's ETF inflows totals will likely be on par with or slightly exceed the $200 billion seen from 2014 through 2016. Two issuers – BlackRock Inc.'s (NYSE: BLK) iShares unit...
-
These ETFs Reduce Interest Rate Risk
Tuesday, October 30, 2018 - 12:51pm | 554Some fixed income exchange traded funds are languishing amid the Federal Reserve's 2018 rate tightening plans, prompting investors to depart some longer-dated, traditional bond ETFs. “Despite growing demand for bond ETFs in 2018, one of the industry’s oldest and largest products is...
-
An Appropriate Time To Embrace a Defensive Sector
Thursday, October 25, 2018 - 9:01am | 491Wednesday brought a sea of red for U.S. equity markets. The standout was the utilities sector. While the S&P 500's 2018 gains evaporated, the Utilities Select Sector SPDR (NYSE: XLU) jumped 2.43 percent on volume that was well above the daily average. This month, XLU, the largest utilities...