If you've ever wanted to invest in the famous "best places to work" lists, there may now be a product with which to do so - the HAPI ETF. I review it here. HAPI - What, Who, How, and Why What if the secret to beating the market wasn't finding the cheapest stocks or the fastest-growing companies, but simply finding the ones where people actually want to show up … [Read more...] about HAPI ETF – Should You Invest in the Best Places to Work?
Funds
NTSD ETF Review – WisdomTree Efficient U.S. Plus International Equity Fund
NTSD is a new capital-efficient ETF from WisdomTree designed to provide core exposure to U.S. equities with international equities layered on top. Here's my summary and review. NTSD - The What, Why, and How NTSD is a new ETF from WisdomTree that launched on March 19, 2026, on the NYSE. Its full name is the WisdomTree Efficient U.S. Plus International Equity … [Read more...] about NTSD ETF Review – WisdomTree Efficient U.S. Plus International Equity Fund
JEPQ ETF Review – JPMorgan Nasdaq Equity Premium Income ETF
JEPQ is a popular income ETF from J.P. Morgan that utilizes covered call options to pay monthly distributions. I review it here. In a hurry? Here are the highlights: Introduction - What Is JEPQ and How Does It Work? JEPQ is the JPMorgan Nasdaq Equity Premium Income ETF. If you've read my review of JEPI, this post will feel very familiar. JEPQ is essentially … [Read more...] about JEPQ ETF Review – JPMorgan Nasdaq Equity Premium Income ETF
Dimensional Launches DFMC ETF – US Micro Cap Portfolio ETF Class
DFMC is a new micro cap ETF from Dimensional (DFA) for U.S. micro cap stocks, the industry's first actively managed share class ETF. So DFA has had their famous Micro Cap Portfolio Institutional Class mutual fund DFSCX, their first creation, since 1981. It has famously beaten the market over the long term and set the stage for factor investing. The strategy itself … [Read more...] about Dimensional Launches DFMC ETF – US Micro Cap Portfolio ETF Class
ALLW ETF Review – SPDR Bridgewater All Weather ETF
Bridgewater teamed up with State Street to finally launch an All Weather ETF based on their famous strategy. The ticker is ALLW. I review it here. Intro - Bridgewater and the ALLW ETF If you've landed here, Bridgewater and Ray Dalio's famous All Weather Portfolio strategy likely need no introduction. Ray Dalio is regarded as one of the smartest minds in investing … [Read more...] about ALLW ETF Review – SPDR Bridgewater All Weather ETF
VBIL vs. SGOV – Vanguard or iShares ETF for T-Bills?
SGOV was long one of the go-to ETFs for T-bills. Now Vanguard launched their own T-bills ETF with VBIL. Which should you choose? I compare them here. VBIL vs. SGOV Comparison Table Before we get into details, here's a quick comparison table of VBIL vs. SGOV: VBILSGOVIssuerVanguardiShares (BlackRock)NameVanguard 0-3 Month Treasury Bill ETFiShares 0-3 Month … [Read more...] about VBIL vs. SGOV – Vanguard or iShares ETF for T-Bills?
VTG ETF – Vanguard Launches Total US Treasury Bond Market ETF
Vanguard launched the VTG ETF for the total U.S. treasury bond market in July 2025. I briefly summarize it here. VTG ETF at a Glance: Full NameVanguard Total Treasury ETFTickerVTGIssuerVanguardInception DateJuly 7, 2025AUM$81M (April 2026)Expense Ratio0.03%Index TrackedBloomberg U.S. Treasury Total Return Unhedged USD IndexEffective Duration5.7 yearsSEC Yield … [Read more...] about VTG ETF – Vanguard Launches Total US Treasury Bond Market ETF
VBIL and VGUS – Vanguard Launches 2 New ETFs for T-Bills
Vanguard launched new ETFs for U.S. T-Bills - VBIL and VGUS - in February 2025. I briefly summarize them here. After weirdly previously having no products for Treasury Bills and hearing investors' demands for short-term liquidity, Vanguard has finally launched 2 new ETFs for them. “VGUS and VBIL can be a solution for those who rely on ultra-short bond funds and … [Read more...] about VBIL and VGUS – Vanguard Launches 2 New ETFs for T-Bills
RSBY ETF Review – Return Stacked® U.S. Bonds & Futures Yield ETF
The RSBY ETF aims to provide a "return stacked" solution for U.S. bonds and futures yield in a single fund. It's called the Return Stacked® U.S. Bonds & Futures Yield ETF. I review it here. If you've landed here, it's highly likely that you're already at least somewhat familiar with "return stacking" and you've probably even already checked out the other funds in this … [Read more...] about RSBY ETF Review – Return Stacked® U.S. Bonds & Futures Yield ETF
1 ETF for Life to Get Rich? It’s Not One You’d Guess…
Is there one single ETF you can hold forever to get rich and save for retirement? Yes, and it's probably not one you would guess... Prefer video? Watch it below. If not, keep scrolling to keep reading. So I've referenced the famous Bogleheads 3 Fund Portfolio many times in various blog posts on this site, and for good reason - it's a simple, low-cost, … [Read more...] about 1 ETF for Life to Get Rich? It’s Not One You’d Guess…
SPYM ETF Review – A Cheaper Way To Buy the S&P 500 Index?
The SPYM ETF from SPDR tracks the S&P 500 Index and has lowered its fee to 0.02%, making it cheaper than its competitors VOO, IVV, and SPY. Should you switch? I briefly review it here. Update in November 2025: SPLG is now SPYM. Same fund. Just a name change in the form of a different ticker. SPYM ETF Quick Overview Before we get into specific comparisons, … [Read more...] about SPYM ETF Review – A Cheaper Way To Buy the S&P 500 Index?
RSSY ETF Review – Return Stacked® U.S. Stocks & Futures Yield ETF
The RSSY ETF aims to provide a "return stacked" solution for U.S. stocks and futures yield in a single fund. It's called the Return Stacked® U.S. Stocks & Futures Yield ETF. I review it here. If you've landed here, it's highly likely that you're already at least somewhat familiar with "return stacking" and you've probably even already checked out the other funds in … [Read more...] about RSSY ETF Review – Return Stacked® U.S. Stocks & Futures Yield ETF
RSBT ETF Review – Return Stacked® Bonds & Managed Futures ETF
The RSBT ETF aims to provide a "return stacked" solution for bonds and managed futures in a single fund. It's called the Return Stacked® Bonds & Managed Futures ETF. I review it here. If you've landed here, chances are you're already at least somewhat familiar with "return stacking" and maybe you've even already checked out the other funds in this family like RSSB and … [Read more...] about RSBT ETF Review – Return Stacked® Bonds & Managed Futures ETF
RSST ETF Review – Return Stacked® US Stocks & Managed Futures ETF
The RSST ETF launched in late 2023 and aims to provide a "return stacked" solution for US stocks and managed futures in a single fund. Appropriately, it's called the Return Stacked® US Stocks & Managed Futures ETF. Let's review it. First, let's briefly cover what "return stacking" is. Essentially, it refers to borrowing (i.e. leverage) to free up space in the portfolio … [Read more...] about RSST ETF Review – Return Stacked® US Stocks & Managed Futures ETF
CAOS ETF Review – Alpha Architect Tail Risk ETF
The CAOS ETF from Alpha Architect aims to address left tail risk during tumultuous periods of "chaos" in the stock market. I review it here and explore how CAOS does this and why you might want to consider it in your investment portfolio. Introduction - Tail Risk To set the stage for a discussion of the CAOS ETF, let's first very briefly talk about tail risk to … [Read more...] about CAOS ETF Review – Alpha Architect Tail Risk ETF
CALF ETF Review – Pacer U.S. Small Cap Cash Cows 100 ETF
The CALF ETF from Pacer seeks to capture US small cap stocks with higher free cash flow yield, which it calls "cash cows." I review it here. CALF ETF Overview Small cap stocks have greater expected returns than large cap stocks because they tend to be riskier and more volatile. Small stocks have beaten large stocks historically, compensating investors for taking … [Read more...] about CALF ETF Review – Pacer U.S. Small Cap Cash Cows 100 ETF
AVMA ETF Review – Avantis Moderate Allocation ETF (60/40 + Factors)
Avantis has launched AVMA, a factor-tilted asset allocation ETF with global stocks and bonds. I review it here. Prefer video? Watch it below. If not, keep scrolling to keep reading. I've written plenty elsewhere about factor investing, diversification, and asset allocation. Avantis has now combined all three in a single fund that they call their Moderate Allocation … [Read more...] about AVMA ETF Review – Avantis Moderate Allocation ETF (60/40 + Factors)
COWZ ETF Review – Pacer U.S. Cash Cows 100 ETF
The COWZ ETF from Pacer seeks to hold "cash cows" - US large cap stocks with higher free cash flow yield. I review it here. COWZ ETF Overview For any kind of reliable stability within stocks, we probably want to invest in a company that is profitable, meaning its revenue is greater than its expenses. Some perhaps don't realize that the famous S&P 500 Index for … [Read more...] about COWZ ETF Review – Pacer U.S. Cash Cows 100 ETF
BOXX ETF Review – Alpha Architect 1-3 Month Box ETF
What if I told you there’s a way to get the risk-free return of T-bills but in a way that’s more tax-efficient than buying T-bills directly or buying a T-bills fund like SGOV? Here I review the BOXX ETF and why you might want to consider it over your favorite T-bills ETF or money market fund for your cash management needs. Video Prefer video? Watch it below. If … [Read more...] about BOXX ETF Review – Alpha Architect 1-3 Month Box ETF
Avantis Launches 3 New ETFs – AVMC, AVMV, AVEE
Avantis launched new ETFs on November 9, 2023 - AVMC, AVMV, and AVEE. I briefly summarize them here. Avantis launched 3 new ETFs to provide narrow exposure to corners of the market that they previously didn't have dedicated funds for. AVMC - Avantis U.S. Mid Cap Equity ETF AVMC, the Avantis U.S. Mid Cap Equity ETF, provides exposure to the arguably … [Read more...] about Avantis Launches 3 New ETFs – AVMC, AVMV, AVEE