iShares Russell 1000 Value ETF Experiences Big Outflow

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

Is Vanguard High Dividend Yield ETF (VYM) a Strong ETF Right Now?

Should iShares Select Dividend ETF (DVY) Be on Your Investing Radar?

Is March 2024's Equity Performance Telling Us It's Time For Value?

In March 2024, there was a distinct shift in performance from growth to value in the U.S. Equity market. The performance of value-oriented strategies accelerated. WTV outperformed QQQ, IVW and IWF in March 2024. The Magnificent 71 of 2023 was the leader of the Magnificent 7.

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.

PAPI: A New Call Writing ETF

Parametric Equity Premium Income ETF is a new call-writing fund that aims to provide monthly distributions to its investors. The PAPI ETF has a lower expense ratio compared to the average ETF and is still actively managed. The fund's portfolio is quite diversified and evenly split across sectors. PAPI is a play toward replicating the popularity of the JPMorgan Equity Premium income ETF.

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.

Bill Nygren's U.S. Equity Market Commentary Q1 2024

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 IWD last week (0401-0405)?

Four Reasons To Consider Value Investing Now

Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?

Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?

Value Is Down but Not Out. Get Ready for a Comeback.

Bank of America sees conditions improving for traditional value sectors like financials and industrials. The number of investors looking for these types of stocks has shrunk over the last decade. Value sectors may be better positioned to benefit from interest rate cuts than growth. The Russell 1000 Value index is up 8% this year, compared to growth's 11%.

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

Should SPDR Dow Jones Industrial Average ETF (DIA) Be on Your Investing Radar?

Should WisdomTree U.S. High Dividend ETF (DHS) Be on Your Investing Radar?

Is SPDR Russell 1000 Yield Focus ETF (ONEY) a Strong ETF Right Now?

PRF: Absolutely A Fund To Consider