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 is the entire global stock market. VTI is just the U.S. stock market.As such, VT can be … [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? QYLD is an ETF from Global X that holds the NASDAQ 100 index and also sells covered calls on it to generate income. 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?
Convertible bonds are a somewhat rare but interesting asset type. Here we'll explore what they are, why you might want them, and how to buy them using ETFs. 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 bonds are a hybrid security in … [Read more...] about Convertible Bonds – What, Why, How, and ETFs
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