FNDB: Outperforming Most Passively Managed Value ETFs

Should Fidelity Value Factor ETF (FVAL) Be on Your Investing Radar?

Weekly Report: what happened at FVAL last week (0422-0426)?

FVAL: Attractive Valuation Despite A Heavy Weight In Technology

Fidelity Value Factor ETF selects stocks based on four valuation ratios, with a focus on large companies. FVAL has a sector breakdown and fundamental growth rates similar to the S&P 500. The fund has a heavy weight in information technology, with Apple and Microsoft at the top of the list. F VAL has a more sophisticated strategy than most value funds.

XSVM: Valuation And Growth Are Attractive, Returns, Not So Much

Invesco S&P SmallCap Value with Momentum ETF selects and weights small-cap stocks based on 3 valuation ratios and momentum. The XSVM ETF has not brought significant excess return or risk reduction relative to its parent index in 19 years. Invesco is mostly overweighting consumer discretionary and energy.

VOE: Ahead Of Peers In 2024, But Average In The Long Term

Vanguard Mid-Cap Value Index Fund ETF has slightly outperformed other mid-cap value ETFs in 2024. The fund invests almost exclusively in U.S. Based companies. The portfolio is well-diversified with heavy weightings in industrials and financials. VOE: Ahead of peers in 2024, but average in the long term.

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

Weekly Report: what happened at FVAL last week (0415-0419)?

Weekly Report: what happened at FVAL last week (0408-0412)?

JVAL: A Smart Approach To Value

JPMorgan U.S. Value Factor ETF has a smarter strategy than most passive value funds. The JVAL ETF is overweight in technology, which is unusual in a value fund portfolio. The fund tracks the JP Morgan US Value Factor Index. JVAL is cheaper than the Russell 1000 and has lower growth rates than other value ETFs.

IUS: A Superior Large-Cap Value ETF

Invesco RAFI™ Strategic US ETF combines a fundamental score of company size and a quality score. The IUS ETF is better balanced than the S&P 500 index and has cheaper valuation ratios. IUS beats the benchmark and a number of large-cap value funds.

VOOV: A Decent Passively Managed Value ETF, But Not The Best

Vanguard S&P 500 Value Index Fund ETF Shares has a lower tracking error than two other funds based on the same index. The fund is heavy in financials, but better diversified across sectors than the S&p 500. VOOV is a direct competitor to iShares and SPYV, which track the same benchmark. It is the most recent and less liquid of the three funds but has the best price return.

Weekly Report: what happened at FVAL last week (0401-0405)?

Four Reasons To Consider Value Investing Now

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

Weekly Report: what happened at FVAL last week (0325-0329)?

Weekly Report: what happened at FVAL last week (0318-0322)?

Fidelity Value Factor ETF declares quarterly distribution of $0.2490

Weekly Report: what happened at FVAL last week (0311-0315)?