IWD

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.