etfs
The Goldman Sachs Nasdaq 100 Core Premium Income ETF (GPIQ) has done well this year as technology stocks have surged to a record high. Its total return in 2024 stands at 14.57%, which is lower than Invesco QQQ (QQQ) 17.40% and JPMorgan’s Nasdaq Equity Premium Income ETF (JEPQ), which has returned 15%. GPIQ vs QQQ vs JEPQ The GPIQ is a high-yield ETF that was launched on the same day as the Goldman Sachs S&P 500 Core Premium Income ETF (GPIX). Goldman Sachs’s goal was to clone JPMorgan’s highly popular actively managed ETFs. JEPI has accumulated over $33 billion in assets while JEPQ has over $1...
Invezz
The Goldman Sachs S&P 500 Core Premium Income (GPIX) ETF is doing well in 2023 as it beats the popular JPMorgan Equity Premium ETF (JEPI). Its total return this year stands at 12% compared to JEPI’s 6.24%. Its performance is a few basis points lower than the SPDR S&P 500 (SPY) ETF, which has risen by over 15%. JEPI vs GPIX vs SPY Still, the GPIX ETF has seen lackuster demand among investors as it only holds $143 million in assets even though its next expense ratio of 0.29% is lower than JEPI’s 0.35%. Data by ETF.com shows that it has added assets in each month this year. GPIX ETF inflows GPIX ...
Invezz
The Ark Innovation Fund (ARKK) ETF has continued to underperform the market this year, raising concerns about its role in a portfolio. Its total return has crashed by more than 17% this year while the SPDR S&P 500 (SPY) and the Invesco QQQ (QQQ) have soared by 14.5% and 17.25%. ARKK has been a poor performerThe Ark Innovation Fund, which gained popularity during the COVID-19 pandemic, has become a laggard for a long time even with its substantial fees. Its total return in the past five years dropped by 4.6% while the SPY and QQQ have jumped by 85% and 155%. As a result, investors who allocated...
Invezz
The Direxion Daily Semiconductor Bull ETF (SOXL) has done well in the past decade as it outperformed most popular funds like those tracking the Nasdaq 100 and S&P 500 indices. It has soared by over 564% in the past five years while the Invesco QQQ (QQQ) and the SPDR S&P 500 (SPY) ETFs. Micron earning aheadThe SOXL ETF has surged in the past decade because of the strength of the semiconductor industry. Nvidia, its biggest constituent, has recently soared and become the third-biggest company in the world with a market cap of over $3.13 trillion. Taiwan Semiconductor, the biggest fabrication comp...
Invezz
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
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら