The Myth Of Small-Cap Outperformance

Small-cap stocks may not reliably generate superior returns compared to large-cap companies. Over a 23-year period, small-caps only outperformed large-caps by a negligible margin. The size factor may even be detrimental to portfolios. Small-caps may underperform during bear markets and outperform during bull markets.

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

Is OMFL's Approach Really A Game Changer? Conviction Without Certainty

Invesco Russell 1000 Multifactor ETF (OMFL) has lagged behind benchmarks. The model makes frequent incorrect assessments of the business cycle. The current portfolio is risky, and OMFL might be better suited for traders looking to capitalize on short-term opportunities. OMFL was the top-performing all/large-cap blend ETF for the five years ending 2022.

Notable ETF Inflow Detected - IWB, MSFT, AAPL, NVDA

Netflix and United Airlines to report highest move post earnings: BofA

BoFA Securities ranked companies by how cheap or expensive it is to position for a potential earnings surprise with calls. PPG Industries ranks the highest in the list of companies. Netflix and United Airlines to report highest move post earnings: BoFA Securities. The brokerage screened for long call opportunities for Russell 1000 stocks.

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

ETF Analysis: Do Historical Returns Predict Future Returns?

Historic returns are among the first things investors consider when analyzing an ETF. This article ranks hundreds of small-cap, mid-cap and large-cap ETFs by their one-year, three-year and five-year returns by segment and style. Do Historical Returns Predict Future Returns? examines hundreds of U.S. Equity ETFs. Using over 4,000 data points for 576 EquityETFs over 23 years.

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.

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

Building Healthy ETF Portfolios: 6 Key Nutrients

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

IWB, TSLA, ABBV, NFLX: ETF Inflow Alert

PRF: Absolutely A Fund To Consider

Overbought conditions flash across all market caps: Bespoke Investment Group

Overbought conditions flash across all market caps: Bespoke Investment Group. Every major market index-based exchange traded fund in the U.S. Began this week in overbought territory. Of the 14 ETFs analyzed, each traded above their individual 50-day moving averages.

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

iShares Russell 1000 ETF declares quarterly distribution of $0.8691

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

IWB ETF Factor Report

IWB November 15th Options Begin Trading

IUSG: Large-Cap Growth ETF Lagging The Competition

IShares Core S&P U.S. Growth ETF is overweight in technology and in its top holdings. Quality metrics are attractive, yet IUSG has underperformed popular growth funds over the last 10 years. The fund is based on a systematic strategy based on six valuation and growth metrics. IShares Core s&p u.s. Growth ETF tracks the S&p 900 Growth Index.