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.

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

Analysts Anticipate 12% Gains Ahead For The Holdings of VONG

Weekly Report: what happened at VONG 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.

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

ETFs Which Have The Best Chance Of Outperforming For The Rest Of 2024

A strong first quarter of the S&P 500 tends to precede a solid full-year performance. The momentum factor should be even stronger when looking at short term gains of only one quarter. Tom Madell looks at which ETFs have beaten the performance of the s&p 500 over the past five years. He predicts whichETFs which have the best chance of outperforming for the rest of 2024.

Should Vanguard Russell 1000 Growth ETF (VONG) Be on Your Investing Radar?

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

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

SCHG: Comparison Against 4 Leading Large-Cap Growth ETFs

The Schwab U.S. Large-Cap Growth ETF (SCHG) is one of the leading large-cap growth ETFs on the market. SCHG has a 0.04% expense ratio, $27 billion in AUM, and excellent 3Y, 5Y, and 10Y total returns. Over the last ten years, SCHG was the third-best-performing fund in its category. SCHg trades at a high P/E, even against its peers, and has a high valuation. But SCHG's valuation is justified, and investors should not overweight growth.

Vanguard Russell 1000 Growth ETF declares monthly distribution of $0.1547

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

Only growth MFs and market neutral HFs are overweight across fund types - UBS

Weekly Report: what happened at VONG last week (0304-0308)?

VONG: Mixing Growth And Quality, But No Edge Over Competitors

Vanguard Russell 1000 Growth Index Fund ETF Shares holds 400+ stocks of the Russell 1000 Index with relative high growth and valuation. The portfolio is very concentrated in technology and in its top holdings. The VONG ETF beats the benchmark in return and quality, but its performance is average compared to peers.

Weekly Report: what happened at VONG last week (0226-0301)?

VONG ETF: A Great Way to Invest in Top Growth Stocks 

Weekly Report: what happened at VONG last week (0219-0223)?

VUG: Slight Underperformance And Overvaluation Compared To Growth ETF Peers

Vanguard's Growth ETF has provided strong returns but has multiple valuation factors that are less desirable than leading competitors. Other growth funds, such as Schwab's U.S. Large-Cap Growth ETF, have outperformed VUG in both the long- and short-term. VUG warrants a hold rating due to multiple mixed factors impacting the fund currently.