etfs
ValueWalk
Invesco QQQ ETF (QQQ) has become the biggest technology ETFs with over $286 billion in assets. It has done this well by tracking Nasdaq 100, the most popular tech-focused Nasdaq 100 index in the world. While QQQ is the most popular tech ETF, other alternatives from State Street and Blackrock have a better track record in terms of performance. The SPDR Technology Select Sector (XLK) and the iShares US Technology ETF (IYW), which have $71 billion and $18.8 billion in assets, are beating QQQ this year. Data shows that the QQQ ETF’s total return this year stood at 18.60% while the XLK and the IYW ...
Invezz
The Invesco S&P 500 Equal Weight ETF (RSP) has grown substantially since I wrote about it in June 2023. Its assets have jumped from $37 billion at the time to over $53 billion today and inflows are increasing. Invesco’s equal weight ETF is laggingHowever, this trend happened even as the RSP ETF continued to underperform the S&P 500 by a wide margin. Its total return this year stands at 4.16% compared to the S&P 500 index’s return of 14.55%. The same trend has happened in the longer term. In the past five years, the RSP ETF has returned 68% while the closely-watched SPY fund has returned over 1...
Invezz
The S&P 500 index is having a spectacular rally despite last week’s hawkish Federal Reserve decision. It soared to a record high, bringing the year-to-date gains to over 14%. It has also soared by more than 55% from its lowest level in 2022. Strong S&P 500 forecastsThis surge has been good news for ETFs that track the S&P 500 like the SPDR S&P 50 ETF (SPY), iShares Core S&P 500 (IVV), Vanguard S&P 500 (VOO), and SPDR Portfolio S&P 500 ETF (SPLG) that have also jumped. There are some more good news about these funds as more analysts turn extremely bullish on the index. In a statement during the...
Invezz
Dividend ETFs have become popular assets among income-focused investors because of the regular income they provide. Many big funds like the iShares Select Dividend ETF (DVY) and the Schwab US Dividend Equity ETF (SCHD) have attracted over $17 billion and $54 billion in assets. The JPMorgan Equity Premium Income ETF (JEPI), a newly launched fund, has attracted over $33 billion in assets. Also, the iShares Fallen Angels Bond ETF (FALN) has gained over $1.6 billion. Demand for dividend funds is risingOther assets that have become highly popular are Real Estate Investment Trusts (REITs), MLPs like...
Invezz
A small closed-end fund you likely have never heard of is beating the popular SPDR S&P 500 (SPY), Schwab US Dividend Equity (SCHD), and Invesco QQQ (QQQ) this year. It is doing this while investing in some of the most boring assets in the United States and trading at a 3.50% discount to its net asset value (NAV). It also has a higher expense ratio of 5.65%, which is higher than most these funds. The ClearBridge MLP and Midstream Fund (CEM) is a leading closed-end fund (CEF) that invests in MLP companies that run pipelines in the US. CEM has invested in 22 companies with the biggest ones being ...
Invezz
Semiconductor companies are doing well this year, helped by the unprecedented demand by artificial intelligence (AI). Nvidia (NASDAQ: NVDA) stock price has soared by over 152% this year, pushing its total market cap of over $3 trillion. It has jumped by more than 25,000% in the past decade. If you love Nvidia, here’s why you should invest in the Daily Semiconductor Bull 3X Shares (SOXL) ETF. What is the SOXL ETF?SOXL is one of the biggest active semiconductor ETF with over $11 billion in assets and an expense ratio of 0.765. It is significantly different from other popular semiconductor funds ...
Invezz
Cryptocurrency prices fell sharply early Tuesday, with Bitcoin (BTC) dropping below $68,000 following a 3% dip. Most other coins also turned red, Ethereum (ETH) retreating to below $3,600. BNB dropped the most in the top ten by market cap, shedding more than 7% to $615. Solana, XRP, Dogecoin and Toncoin also declined 2-3% as the total crypto market cap shrunk 3% to $2.6 trillion. Spot ETFs record net outflows of $65 millionThe US spot Bitcoin ETF market recorded total net outflows of approximately $65 million on June 10, snapping a 19-day streak of net inflows. Grayscale’s GBTC saw a single-da...
Invezz
The Schwab US Dividend Equity (SCHD) ETF has done well this year as it jumped to its highest level on record. It has jumped by just 2.15%, underperforming the popular SPDR S&P 500 (SPY) and the Invesco QQQ ETF (QQQ) which have soared by over 10%. Its inflows have jumped to over $55 billion, making it one of the biggest dividend funds in the world. In the past, I have written that, despite its high dividend yield and growth, the generic SPY and QQQ ETFs are better alternatives. As shown below, the SCHD’s total return in the past five years stood at 74% while the SPY and QQQ have jumped by 100% ...
Invezz
ValueWalk
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