QMOM: Research-Based Momentum ETF

Alpha Architect U.S. Quantitative Momentum ETF (QMOM) is an actively managed fund implementing a scientifically designed strategy. The current portfolio is attractive regarding both valuation and growth metrics. The fund is heavy in industrials and mid-caps. QMOM has outperformed in some time frames but performance since December 2015 is underwhelming.

Sum Up The Parts: IWB Could Be Worth $314

Weekly Report: what happened at IWB last week (0429-0503)?

ONEY: Unconvincing Multi-Factor Dividend ETF

SPDR Russell 1000 Yield Focus ETF (ONEY) has a portfolio of 300 dividend stocks with quality and value characteristics. The portfolio is heavily invested in US mid-cap companies and well-diversified across sectors and holdings. Oney valuation is attractive, but performance is unconvincing and volatility is high. IShares Russell 1000 is a benchmark for the ONEY strategy.

Goldman’s top 50 Stable Growth stocks

Goldman Sachs analysts published its basket of “stable growth” stocks. The top 50 Russell 1000 stocks with the most stable year-over-year EBITDA growth over the past 10 years. Goldman analysts expect earnings growth to lift the S&P 500 Index by 3% this year.

FNDB: Outperforming Most Passively Managed Value ETFs

Investors Eager to Capitalize on May Events

Broad market ETFs remain below 50-day moving averages, despite last week's uptick

Broad market ETFs remain below 50-day moving averages, despite last week's uptick. Bespoke Investment Group spotlighted 14 exchange traded funds that each advanced over the past 5 days by at least 0.6%. All of the funds are still below their 50- day moving averages.

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

VFLO: Reconstitution Update, New Factor Mix For This Growing FCF Yield ETF

IWB, LLY, UNH, COST: Large Outflows Detected at ETF

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)?