JEPI is a covered call ETF for the S&P 500 Index designed to mitigate volatility and generate income. I review it here. Introduction - What Is JEPI and How Does It Work? JEPI is an income ETF from J.P. Morgan. It's called the JPMorgan Equity Premium Income ETF. In a nutshell, JEPI is holding a basket of low-volatility stocks selected from the S&P 500 Index … [Read more...] about JEPI ETF Review – JPMorgan Equity Premium Income ETF
T Bills are ultra-short-term treasury bonds backed by the full faith and credit of the U.S. government. Here we'll check out the best T Bill ETFs to buy treasury bills in . Introduction - Why T Bills? T Bills, short for treasury bills, are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. … [Read more...] about The 5 Best T Bill ETFs (Treasury Bills) To Park Cash in 2021
Retirees have unique needs when it comes to their investment portfolios. Here I've assembled what I think are the best ETFs for retirement portfolios in . Introduction - What Retirees Need From ETFs Obviously, many ETFs are perfectly suitable for both the young investor at age 20 and the retiree at age 60. But the latter has fundamentally different needs. Note … [Read more...] about The 10 Best ETFs for Retirement Portfolios in 2021
HNDL is a proprietary fund-of-funds income ETF from Strategy Shares with a target 7% yield. I review it below. Introduction - What Is HNDL and How Does It Work? HNDL is fund-of-funds ETF from Strategy Shares. The sub-advisor is Rational Capital LLC. "Fund-of-funds" just means it's a single fund that holds other funds inside it. HNDL is focused on providing income, … [Read more...] about HNDL ETF Review – Strategy Shares NASDAQ 7HANDL™ Index ETF
DIVO is an income ETF from Amplify. It uses active management to select blue chip stocks and then write covered calls on them. I review it below. Introduction - What Is DIVO and How Does It Work? DIVO is an ETF from Amplify, the folks who brought you SWAN. Its name is the Amplify CWP Enhanced Dividend Income ETF. As the name suggests, this fund aims to provide … [Read more...] about DIVO ETF Review – Amplify CWP Enhanced Dividend Income ETF
NUSI is an option collar strategy ETF for the NASDAQ 100 Index designed to manage risk and generate income. I review it here. Introduction - What Is NUSI and How Does It Work? Nationwide makes ETFs. This one is called the Nationwide Risk-Managed Income ETF. NUSI is an option collar strategy on the NASDAQ 100 Index, which is comprised of the 100 largest … [Read more...] about NUSI ETF Review – An Income-Focused Option Collar ETF
Emerging Markets have paid a significant risk premium historically. So have Value stocks. Here are the best Emerging Markets Value ETFs to capture this intersection across different cap sizes. Introduction - Why Emerging Markets Value? If you've landed on this page because you're looking for an Emerging Markets Value ETF, you probably already know the answer. … [Read more...] about The 2 Best Emerging Markets Value ETFs for 2021
Ecommerce is exploding. The global pandemic accelerated that shift to shopping online from retailers. Here we look at the best ecommerce ETFs to ride this trend in . Introduction - Why Ecommerce Stocks? People shop online. Period. Look at the huge growth of companies like Amazon. Commerce is going digital, away from traditional brick-and-mortar stores. This has … [Read more...] about The 7 Best Ecommerce ETFs for Online Shopping Stocks in 2021
SPACs are hot right now. Should you invest in them? Maybe. Are they just a fad? Only time will tell. Here we'll explore what SPACs are, talk about their characteristics and risks, and check out the best SPAC ETFs to invest in SPACs in . Introduction - What Are SPACs? SPACs are Special Purpose Acquisition Companies. They are companies that merge with or acquire … [Read more...] about 3 Best SPAC ETFs To Invest in SPACs in 2021 – But Should You?
Here we look at 2 ETFs for the total U.S. stock market - ITOT and VTI - from iShares and Vanguard, respectively. In a hurry? Here are the highlights: ITOT and VTI are the two most popular ETFs for the total U.S. stock market.ITOT is from iShares. VTI is from Vanguard.ITOT tracks the S&P Total Market Index. VTI tracks the CRSP US Total Market Index.ITOT and VTI cost … [Read more...] about ITOT vs. VTI – U.S. Stock Market ETFs – iShares or Vanguard?
While these 3 ETFs from Vanguard look very similar based on their tickers, they are in fact very different. Here I explore VOO, VOOV, and VOOG. In a hurry? Here are the highlights: VOO, VOOV, and VOOG are all popular index funds from Vanguard.VOO tracks the S&P 500 Index. VOOV tracks the S&P 500 Value Index. VOOG tracks the S&P 500 Growth Index.That is, VOOV … [Read more...] about VOO vs. VOOV vs. VOOG – Vanguard S&P 500, Value, or Growth?
VXUS and VEU are two popular index funds from Vanguard for the total international stock market outside the U.S. Here we'll dive into their differences, similarities, performance, and why you might want one over the other. In a hurry? Here are the highlights: Both VXUS and VEU from Vanguard capture the same segment of the global market: stocks outside the U.S.VXUS … [Read more...] about VXUS vs. VEU – Which Vanguard Total International ETF?
QQQ from Invesco tracks the NASDAQ 100 Index. SPY from SPDR (and VOO from Vanguard) tracks the S&P 500. These are two very different funds that track very different indexes. I compare them here. In a hurry? Here are the highlights: QQQ and SPY are two very different funds.QQQ from Invesco tracks the NASDAQ 100 Index. SPY from SPDR tracks the S&P 500 Index.QQQ is … [Read more...] about QQQ vs. SPY & VOO – NASDAQ 100 vs. the S&P 500
VT and VTI are two very popular index funds from Vanguard. Here we'll dive into their differences, similarities, performance, and why you might want one over the other. In a hurry? Here are the highlights: VT and VTI are two completely different funds. Both are from Vanguard.VT has a mutual fund equivalent VTWAX. VTI has a mutual fund equivalent VTSAX.VT is the entire … [Read more...] about VT vs. VTI – Global Stock Market vs. Total U.S. Stock Market
RPAR is a single fund solution for an all-weather portfolio strategy based on risk parity - one ETF to be fully diversified across multiple assets. I review it here. What Is the RPAR Risk Parity ETF? To discuss the RPAR ETF, we first have to talk about the concept of an "all-weather portfolio." As the name suggests, this phrase describes a portfolio designed to … [Read more...] about RPAR Risk Parity ETF Review – An All Weather Portfolio ETF?
PIMCO has been quietly beating the market and doing a version of the famous Hedgefundie Adventure for years with their mutual fund PSLDX. I review it here. What Is PSLDX? To talk about PSLDX, let's first talk briefly about the famous Hedgefundie Adventure. Ironically, you're probably more likely to have heard about the latter than the former. If you're not … [Read more...] about PSLDX – A Review of the PIMCO StocksPLUS® Long Duration Fund
Is the Value premium dead? Probably not. With Value suffering a beating for a decade, let's hope it's time for its resurgence. Here we look at the best Value ETFs to capture value stocks in . Introduction - Why Value Stocks? If you've landed on this page because you're looking for a Value ETF, you probably already know the answer. Value stocks are thought to … [Read more...] about The 7 Best Value ETFs To Capture Value Stocks in 2021
QQQ from Invesco is one of the most popular funds out there. It tracks the NASDAQ 100 Index. QQQM is new on the scene and tracks the same index. What's the deal? In a hurry? Here are the highlights: QQQ and QQQM are two funds from Invesco that both track the NASDAQ 100 Index.The index is mostly tech companies and is not well-diversified across sectors.QQQ launched in … [Read more...] about QQQ vs. QQQM – NASDAQ 100 Index ETFs from Invesco
The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) and the Vanguard High Dividend Yield ETF (VYM) are two popular dividend-oriented ETFs. Let's compare them. First, I don't get excited about dividends. But I know that income investors often like to use dividends as current income, particularly in retirement, and thus seek out high-dividend-yield funds. Others … [Read more...] about SPHD vs. VYM – High Dividend ETFs from Invesco and Vanguard
Two popular dividend-focused ETFs are the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard High Dividend Yield ETF (VYM). Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally prefer dividend-paying stocks. In any case, … [Read more...] about SCHD vs. VYM – Dividend ETFs from Schwab and Vanguard
Black swan events are impactful and unpredictable. The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) was designed to protect against them. Let's dive into it. What Is a Black Swan Event? The term black swan is used to describe an extremely rare, inherently unpredictable event that has severe negative consequences. It has also been noted that hindsight … [Read more...] about SWAN – A Review of the Amplify BlackSwan ETF for Downturns
ETF. ETN. ETP. So many initialisms. Here we'll explore what these things are and what differences exist among them. ETF vs. ETN vs. ETP - What Do the Letters Mean? First, here's what these initialisms stand for: ETF - Exchange Traded FundETN - Exchange Traded NoteETP - Exchange Traded Product Secondly, I created this crude Venn diagram to illustrate the … [Read more...] about ETF vs. ETN vs. ETP – Differences, Similarities, Risks, Etc.
QYLD has been gaining popularity among income investors as a bullish-yet-defensive play on the NASDAQ 100. Here we'll review it and look at why it's probably not a great choice for a long-term buy-and-hold portfolio. Introduction - What Is QYLD and How Does It Work? QYLD is an ETF from Global X that holds the NASDAQ 100 index and also sells covered calls on it to … [Read more...] about QYLD – Avoid This ETF as a Long-Term Investment (A Review)
Inflation fears are always lingering. Here we'll look at what inflation is, why it occurs, how it's measured, and the best assets to hedge against it with their corresponding ETFs for . Introduction - What Is Inflation? Simply put, inflation refers to an aggregate increase in prices, commonly measured by the Consumer Price Index (CPI). Put another way, purchasing … [Read more...] about The 7 Best Inflation Hedge Assets and ETFs for 2021
TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. But is it a good investment for a long term hold strategy? Let's dive in. What Is TQQQ? TQQQ is a 3x leveraged ETF from Invesco that aims to deliver 3x the daily returns of the NASDAQ 100 Index. Explaining how a leveraged ETF works is … [Read more...] about TQQQ – Is It A Good Investment for a Long Term Hold Strategy?
Three of the most popular international ETFs are Vanguard's VWO, VEA, and VXUS. Is there one that reigns supreme to hold alongside U.S. stocks? Diversifying with International Stocks Index investors in the U.S. usually know it's a good idea to diversify in equities outside the United States. At global market weights, U.S. stocks only comprise about half of the … [Read more...] about VEA vs. VWO vs. VXUS – Which ETF for International Stocks?
Commodities offer a diversification benefit in a long-term investment portfolio. Here we look at how to invest in commodities broadly with the best commodities ETFs. Introduction - Why Commodities ETFs? Commodities - metals, energy, livestock, and agriculture - offer what's called an uncorrelation to the stock market, meaning the movement of one does not follow … [Read more...] about The 3 Best Commodities ETFs To Invest in Commodities in 2021
Convertible bonds are a somewhat rare but interesting asset type. Here we'll explore what they are, how to buy them using the best convertible bond ETFs, and why you might (not) want them. What Are Convertible Bonds? As the name suggests, convertible bonds are corporate bonds issued by companies that are able to be converted to shares of common stock. Convertible … [Read more...] about 3 Best Convertible Bond ETFs & Why You Shouldn’t Buy Them (2021)
The Momentum factor is one of the most studied - and simultaneously perhaps the most misunderstood - elements in finance. Here we discuss the Momentum factor, how one might access it with so-called "momentum ETFs," and whether or not investors can expect a premium. What Is the Momentum Factor? A few years after the Fama French 3 Factor Model emerged, Mark … [Read more...] about The Momentum Factor – Do Momentum ETFs Deliver the Premium?
The materials sector refers to the basic materials used in production. Here we'll check out the 3 best materials ETFs for . Introduction - Why Basic Materials ETFs? As the name suggests, "basic materials" refers to raw materials used in production and construction. Specifically, we're talking about companies involved in the discovery, development, and processing … [Read more...] about The 3 Best Materials ETFs To Buy in 2021
Nuveen funds provide targeted style and cap size exposure through an ESG lens. Here we'll check out 5 of them. Introduction - Nuveen Funds Nuveen is a subsidiary of TIAA providing funds for specific styles, cap sizes, and geographies with an ESG filter overlaid. Nuveen aims to invest "to make an enduring impact on our world." Nuveen claim to not avoid … [Read more...] about 5 Nuveen Funds for Targeted ESG Exposure in 2021
The transportation sub-sector may be due for a rebound as we come out of the pandemic. Here are the 3 best transportation ETFs to capture that exposure in . Introduction - Why Transportation ETFs? The transportation industry has been one of the hardest hit by the pandemic, as travel was suspended and people have been staying at home and not traveling. This is … [Read more...] about The 3 Best Transportation ETFs To Watch in 2021
Interested in betting on (or shorting) the airlines industry? Capture the narrow transportation segment with the JETS ETF in . Introduction - Why Airlines ETFs? Airlines are a narrow play that may not move in the same direction as the much broader transportation segment of the market. As we come out of the pandemic, airline stocks are looking attractive for a … [Read more...] about The Best (And Only) Airlines ETF for 2021
Want to enhance your exposure to the myriad of cannabis and CBD applications? Here we'll check out 5 of the best marijuana ETFs for . Introduction - Why Marijuana / Cannabis / Weed / CBD ETFs? In the context of ETFs, all these terms are pretty interchangeable, even though they sometimes mean different things. CBD contains no THC, meaning it's not psychoactive. … [Read more...] about 5 Marijuana ETFs To Bet on Cannabis / Weed / CBD in 2021
Fintech ETFs capture stocks involved in financial technology, a fast-growing segment of the banking system. Here we'll check out the best fintech ETFs for . Introduction - Why Fintech ETFs? Fintech is shorthand for "financial technology." It refers to technology companies involved in mobile payments, e-commerce, budgeting, credit, etc. Sometimes these can be … [Read more...] about The 4 Best Fintech ETFs for 2021 (Financial Technology)
Sector ETFs are cheap and highly liquid now. Industrials broadly covers many sub-sectors. Let's check out the best industrials ETFs for . Introduction - Why Industrials ETFs? The industrials sector refers to companies involved in supplies and equipment used in manufacturing and construction. Sub-sectors include aerospace and defense, transportation, professional … [Read more...] about The 5 Best Industrials ETFs for 2021
Bitcoin and cryptocurrency in general have been surging in popularity in recent years. Here we'll check out the best Bitcoin ETFs and cryptocurrency ETFs for . Introduction - Why Bitcoin ETFs and Cryptocurrency ETFs? There are thousands of different cryptocurrencies that have emerged - Bitcoin, Ethereum, Litecoin, Tether, etc. Instead of buying each of these … [Read more...] about The 8 Best Bitcoin ETFs and Cryptocurrency ETFs for 2021
Blockchain is heavily associated with cryptocurrency but is also used in investing, banking, and more. Here we'll check out the best blockchain ETFs for . Introduction - Why Blockchain ETFs? Blockchain is a relatively new technology used not only for cryptocurrencies but also in investing, banking, supply chain management, and more. Blockchain just refers to a … [Read more...] about The 4 Best Blockchain ETFS for 2021
Interest in gaming and eSports is soaring, especially since more people are staying at home. Here we'll check out the best gaming ETFs to get in on the action. Introduction - Why Gaming ETFs? The gaming industry within the Consumer Discretionary and Communications sectors have outperformed the broader market over the past year. Interest in gaming and eSports has … [Read more...] about The 4 Best Gaming ETFs for eSports Exposure in 2021
VYM is Vanguard's dividend-yield-oriented ETF. VOO and VTI are their broad market index funds for the S&P 500 and total U.S. stock market. Let's compare them. In a hurry? Here are the highlights: VYM, VOO, and VTI are all very popular U.S. stock funds from Vanguard.VYM tracks the FTSE High Dividend Yield Index. VOO tracks the S&P 500 Index. VTI tracks the CRSP US … [Read more...] about VYM vs. VOO & VTI from Vanguard – Dividends vs. Broad Market
Electric vehicles (EV's) are here to stay and are surging in popularity, so EV ETFs are also emerging to fill that thematic fund demand. Below we'll explore the best electric vehicles ETFs to capture this narrow group of stocks. Introduction - Why Electric Vehicles ETFs? With electric car sales skyrocketing, electric vehicles stocks have been outpacing the broader … [Read more...] about The 5 Best EV ETFs – Electric Vehicles ETFs for 2021
Small-cap value stocks have beaten every other segment of the market historically. Below we'll explore the 3 best international small cap value ETFs for . Introduction - International Small Cap Value I delved into the glamor of small cap value previously here and I discussed factor investing here. I won't repeat those lengthy details here; check out those posts if … [Read more...] about The 3 Best International Small Cap Value ETFs for 2021
Mid-cap growth stocks allow you to bet on growth within the mid cap segment. Below we'll review the 4 best mid cap growth ETFs for . In a hurry? Here's the list: VOT - Vanguard Mid-Cap Growth ETFMDYG - SPDR S&P 400 Mid Cap Growth ETFIVOG - Vanguard S&P Mid-Cap 400 Growth ETFIJK - iShares S&P MidCap 400 Growth ETF Introduction - Why Mid Cap … [Read more...] about The 4 Best Mid Cap Growth ETFs (2 From Vanguard) for 2021
PIMCO is an investment management firm that is famous for their strategic fixed income strategies. Here we'll look at 4 PIMCO ETFs for targeted bond exposure. Introduction - PIMCO Funds PIMCO have been around for over 50 years "creating fixed income strategies for every market environment." Historically they have launched first-to-market funds for things like … [Read more...] about The 4 Best PIMCO ETFs for Strategic Fixed Income (Bonds)
Micro cap stocks are smaller than small cap stocks, and thus would be expected to pay more of a risk premium. Here we'll check out the best micro cap ETFs and explore the problems with the cap size. Introduction - Why Micro Cap Stocks? Micro cap stocks are smaller than small cap stocks. It's somewhat of a forgotten segment of the market, as these stocks are the … [Read more...] about The 3 Best Micro Cap ETFs and Why They Are Bittersweet
Avantis is a new asset management firm created by former Dimensional Fund Advisors employees. Here we'll review 5 Avantis ETFs for targeted, low-cost factor exposure. Introduction - Avantis ETFs Avantis Investors are the new kid on the block, but don't think that means they lack experience or that they are in any way a suboptimal fund provider. Avantis was … [Read more...] about 5 Avantis ETFs for Reliably Targeted Factor Exposure (Review)
Investors rejoice. DFA funds are now available to retail investors in the form of ETFs. Below we'll explore the ETFs offered by Dimensional Fund Advisors. Introduction - Dimensional Fund Advisors (DFA) ETFs Mutual funds have begun migrating to ETF equivalents, even across traditional brokers like Fidelity and Schwab. Perhaps the most anticipated has been … [Read more...] about 9 DFA ETFs (Dimensional Fund Advisors) for Factor Tilts
Alpha Architect is an evidence-based asset management firm that aims to provide highly focused exposure to equity risk factors like Value and Momentum. Below are the 4 ETFs that deliver that exposure. Introduction - Alpha Architect ETFs Alpha Architect is a Philadelphia-based, research-intensive asset management firm that focuses on evidence-based investing via … [Read more...] about 4 Alpha Architect ETFs for Value & Momentum Factor Exposure
Global X has some popular high-dividend-yield ETFs for income investors. Here's the list. Introduction - Global X ETFs Global X is a New York-based ETF provider specializing in narrow, thematic funds, including lithium, dividend income, electric vehicles, artificial intelligence, and more. In their words, they "strive to offer investors something beyond … [Read more...] about 3 Popular Global X ETFs for Dividend Income Investors
Large cap value stocks have outperformed large cap growth stocks due to the Value premium. Below we'll explore the 10 best large cap value ETFs for . In a hurry? Here's the list: VLUE - iShares Edge MSCI USA Value Factor ETFVTV - Vanguard Value ETFVOOV - Vanguard S&P 500 Value ETFVONV - Vanguard Russell 1000 Value ETFMGV - Vanguard Mega Cap Value ETFIUSV - iShares … [Read more...] about The 10 Best Large Cap Value ETFs (4 From Vanguard) for 2021