IWY

Weekly Report: what happened at IWY 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.

XLK: There Is Too Much Risk To Be Buying Now

Tech stocks have dominated the market in recent years. Apple and Microsoft have outperformed the index and S&P 500 over the last ten years. The tech sector is overextended and overvalued with a high P/E of 29. The technology sector has been a target of recent anti-trust laws. The Technology Select Sector SPDR ETF holds 65% of the entire tech sector.

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

Top ETF Stories of Q1 of 2024

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

Weekly Report: what happened at IWY 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.