PFIX is an ETF from Simplify to hedge against upward interest rate changes and volatility. It returned a whopping 92% in 2022. But is it a good investment for ? I review it here. PFIX ETF Review Video Prefer video? Watch it here: PFIX ETF - What It Is and How It Works PFIX from Simplify launched in mid-2021 and has quickly amassed over $330 million in … [Read more...] about PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2024?
GOVT is a total U.S. Treasury bond market ETF from iShares that covers the entire yield curve. But is it a good investment? I review it here. GOVT Methodology and Fees GOVT from iShares is the only ETF I know of for the total U.S. treasury bond market. It launched in late 2012 and has since amassed nearly $22 billion in assets. GOVT tracks a market-weighted … [Read more...] about GOVT ETF Review – iShares U.S. Treasury Bond ETF
Nuclear power plants use uranium to produce electricity. Here we'll check out the 3 best uranium ETFs for to invest in nuclear energy. Introduction - Why Uranium ETFs for Nuclear Energy? Fundamentally speaking, nuclear power plants produce electricity by using low-enriched uranium fuel through a process called nuclear fission, which is the splitting of uranium … [Read more...] about 3 Best Uranium ETFs To Invest in Nuclear Energy in 2024
Natural gas is a relatively clean and efficient source of energy. Here we'll check out the 3 best natural gas ETFs for . Introduction - Why Natural Gas ETFs? Natural gas is a relatively clean and efficient source of energy. As countries aim to reduce carbon emissions, natural gas may become a much more attractive option compared to coal or oil. Natural gas … [Read more...] about The 3 Best Natural Gas ETFs To Buy in 2024
Cobalt has a variety of applications and is poised to be used much more in the coming years. Here we'll check out the 3 best cobalt ETFs for . Introduction - Why Cobalt ETFs? Cobalt is used in a wide range of industrial, technological, and medical applications. Examples include jet engines, magnets, and rechargeable batteries. Cobalt is typically combined … [Read more...] about The 3 Best Cobalt ETFs To Buy in 2024
Covered calls are options sold on owned investments to generate current income. Here we'll review the best covered call ETFs for . Video - The Best Covered Call ETFs Prefer video? Watch it here: Introduction - What Are Covered Call ETFs and How Do They Work? Covered call ETFs own stocks, typically from some underlying index, and sell call options on … [Read more...] about 7 Best Covered Call ETFs for Income Investors in 2024
VTI is the ETF from Vanguard for the total U.S. stock market. VTSAX is its mutual fund equivalent. Which one should you choose? I compare them here. Video Prefer video? Watch it here: VTI vs. VTSAX - Structure, Methodology, Fees, and Tax Cost VTI is the Vanguard Total Stock Market ETF that launched in 2001. As you might guess, this ETF captures the … [Read more...] about VTI vs. VTSAX – Vanguard US Stock Market ETF or Mutual Fund?
Vanguard provides some of the most popular, lowest cost ETFs out there. Here we'll look at the best Vanguard ETFs for . In a hurry? Here’s the list: Video Prefer video? Watch it below. If not, keep scrolling to keep reading. Introduction - Vanguard ETFs Vanguard is a shareholder-owned asset management firm that was founded in 1975 by Jack Bogle. … [Read more...] about The 7 Best Vanguard ETFs To Buy for 2024 for Low-Fee Indexing
JPST, NEAR, and MINT are three very popular and similar actively managed short maturity bond ETFs designed for current income. I compare them here. Video Prefer video? Watch it here: JPST vs. NEAR vs. MINT - Methodologies, Yields, and Fees JPST is the JPMorgan Ultra-Short Income ETF. It launched in 2017 and has since become the most popular actively … [Read more...] about JPST vs. NEAR vs. MINT – Which Active Short Maturity Income ETF?
MINT is an actively managed ETF from PIMCO that holds short-term debt obligations to provide current income. But is it a good investment? I review it here. MINT Methodology and Fees MINT from PIMCO aims to generate current income greater than that of a money market fund, preservation of capital, and daily liquidity via ultra-short-term global bonds. We would … [Read more...] about MINT ETF Review – PIMCO Enhanced Short Maturity Active ETF
NEAR is an actively managed ETF from Blackrock that holds short-term debt instruments in order to generate income. But is it a good investment? I review it here. NEAR Methodology and Fees NEAR from Blackrock aims to limit the volatility of principal while generating income via ultra-short-term global bonds. We'd consider it to be riskier than a savings account … [Read more...] about NEAR ETF Review – BlackRock Short Maturity Bond ETF
SPHD is a popular dividend ETF from Invesco for high-yield U.S. large-cap stocks. But is it a good investment? I review it here. First, note that I don't chase dividends. But I recognize that many investors like to utilize dividend funds to supplement their current income with yield, particularly retirees. Others simply prefer dividend-paying stocks. I even designed a … [Read more...] about SPHD ETF Review – Is SPHD a Good Investment? (Dividend Stocks)
VIG is a popular dividend ETF from Vanguard to capture U.S. dividend growth stocks. But is it a good investment? I review it here. First, note that I don't chase dividends. But of course many investors prefer to use dividends to supplement their current income, particularly in retirement. Others just prefer dividend-paying stocks because it feels good. I even designed a … [Read more...] about VIG ETF Review – Is VIG a Good Investment? (Dividend Growth Stocks)
JPST is an actively managed ETF from J.P. Morgan that holds ultra-short-term debt instruments for the purpose of providing income. I review it here. JPST Methodology, Yield, and Fees Think of JPST as being somewhat in between a money market fund, which is a cash equivalent, and a total bond market fund. This ETF from J.P. Morgan provides a higher yield than the … [Read more...] about JPST ETF Review – JPMorgan Ultra-Short Income ETF
DFSV and AVUV are two relatively new, ultra-targeted factor ETFs from Dimensional (DFA) and Avantis respectively for U.S. small cap value stocks. I compare them here. Video Prefer video? Watch it here: Brief Recap on Factors Before diving into the details on DFSV and AVUV, let's first briefly review factor investing. If you've landed here, you're … [Read more...] about DFSV vs. AVUV – DFA vs. Avantis US Small Cap Value ETF
DFSV is a new targeted factor ETF from Dimensional (DFA) for U.S. small cap value stocks. I review it here. Introduction - Factors and Dimensional Fund Advisors (DFA) To set the stage for why we might be interested in DFSV in the first place, let's take a sec to briefly review equity risk factors, Dimensional as a provider, and the small cap value universe. If … [Read more...] about DFSV ETF Review – Dimensional US Small Cap Value ETF (DFA)
VIOV is an index ETF from Vanguard for U.S. small cap value stocks. I review it here. The Case for VIOV and Small Cap Value Stocks Give me a sec to set the stage for VIOV by briefly covering why we like small cap value stocks in general. If you've landed here, you probably already know that small cap value stocks have beaten every other segment of the stock … [Read more...] about VIOV ETF Review – Vanguard S&P Small-Cap 600 Value Index Fund
AVUV is a relatively new targeted factor ETF from Avantis for U.S. small cap value stocks. I review it here. Video Prefer video? Watch it here: Introduction - Factors Give me a minute to set the stage for AVUV by briefly covering factors, Avantis as a provider, and the small cap value status quo. If you've landed on this page, I'm going to guess … [Read more...] about AVUV ETF Review – Avantis U.S. Small Cap Value ETF
AVUS is a relatively new ETF from Avantis that is a single fund solution for the U.S. stock market index investor who also wants some factor exposure. I review it here. Video Prefer video? Watch it here: Introduction - Factors and Avantis If you've arrived on this page, I'm going to guess a couple things: Assuming that first one is true, hopefully … [Read more...] about AVUS ETF Review – Avantis U.S. Equity ETF (Mild Factor ETF)
Fidelity seems to be winning the race to zero for fees on index funds. Here we'll check out the 5 best Fidelity index funds for investors in . Video Prefer video? Watch it here: Introduction - Fidelity Index Funds Fidelity is one of the oldest and largest brokerage firms out there, closely rivaling and in some cases even beating Vanguard and Schwab on … [Read more...] about The 5 Best Fidelity Index Funds for Low-Cost Index Investing (2024)