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
Funds
SPHD ETF Review – Is SPHD a Good Investment? (Dividend Stocks)
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 ETF Review – Is VIG a Good Investment? (Dividend Growth 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 ETF Review – JPMorgan Ultra-Short Income ETF
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 vs. AVUV – DFA vs. Avantis US Small Cap Value 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 ETF Review – Dimensional US Small Cap Value ETF (DFA)
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 ETF Review – Vanguard S&P Small-Cap 600 Value Index Fund
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 ETF Review – Avantis U.S. Small Cap Value ETF
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 ETF Review – Avantis U.S. Equity ETF (Mild Factor 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)
The 5 Best Fidelity Index Funds for Low-Cost Index Investing (2024)
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)
Fidelity ZERO Funds Review – What’s the Catch?
Fidelity ZERO funds are index mutual funds from Fidelity with zero fees. But there's a little more to the story. I review them here. Video Prefer video? Watch it here: Introduction - What Are Fidelity ZERO Funds? Fidelity ZERO funds are a specific line of mutual funds from Fidelity that launched in 2018 with, as the name suggests, zero fees. Yes, you … [Read more...] about Fidelity ZERO Funds Review – What’s the Catch?
VT ETF Review – Is VT a Good Investment? (Vanguard Global Stock Market)
VT is a popular ETF from Vanguard to invest in the entire global stock market. Is it a good investment? I review it here. VT ETF Video Prefer video? Watch it here: VT ETF - What, Why, and How VT is the Vanguard Total World Stock ETF. It launched in 2008. As the name suggests, the fund captures the global stock market in the form of over 9,000 … [Read more...] about VT ETF Review – Is VT a Good Investment? (Vanguard Global Stock Market)
AVGE ETF Review – Avantis All Equity Markets ETF
AVGE is a new ETF from Avantis that is a single fund solution for the global stock market investor who also wants to factor tilt. Let's review it. Prefer video? Watch it here: If you've arrived on this page, you probably already know that global diversification in equities is a prudent idea, that overweighting or tilting with certain risk factors may offer greater … [Read more...] about AVGE ETF Review – Avantis All Equity Markets ETF
ETFs vs. Mutual Funds – Which Is Better for You?
ETFs and mutual funds are two different types of investment products. But is one better than the other? Let's dive in. Video Prefer video? Watch it here: ETFs vs. Mutual Funds - Similarities ETF stands for Exchange Traded Fund. As the name suggests, this is simply a fund that trades on an exchange like a stock. The fund holds individual securities like … [Read more...] about ETFs vs. Mutual Funds – Which Is Better for You?
VTV vs. VOOV – Which Vanguard ETF for Large Value Stocks?
VTV and VOOV are two ETFs from Vanguard to capture U.S. large cap value stocks. But which one is better? Let's compare them. In a hurry? Here are the highlights: VTV and VOOV are two popular index funds from Vanguard for U.S. large cap value stocks.VTV is much more popular with about $100 billion in assets. VOOV has a tiny fraction of that.VTV seeks to track the CRSP US … [Read more...] about VTV vs. VOOV – Which Vanguard ETF for Large Value Stocks?
VB vs. VIOO vs. VTWO – Vanguard Small Cap ETF Showdown
VB, VIOO, and VTWO are three popular small cap ETFs from Vanguard. Is there one that reigns supreme? I compare them here. Video Prefer video? Watch it here: What We're Looking For in a Vanguard Small Cap ETF So let's talk about what exactly we're looking for in a Vanguard small cap ETF. First, we want sufficient AUM and liquidity to avoid the risk … [Read more...] about VB vs. VIOO vs. VTWO – Vanguard Small Cap ETF Showdown
The 9,116 Best Stocks To Buy Right Now in 2022
We're officially in a bear market and we just saw the worst first half of the year for stocks since 1970. Here we'll check out the best stocks to buy now in 2022 while things are on sale. Prefer video? Watch it here: So obviously a cheeky title. Many pundits and YouTubers are putting out articles and videos discussing the "3 best stocks to buy now!" or how the … [Read more...] about The 9,116 Best Stocks To Buy Right Now in 2022
VUG vs. VOOG – Which Vanguard ETF for Large Growth Stocks?
VUG and VOOG are two ETFs from Vanguard to capture U.S. large cap growth stocks. But is one better than the other? Let's compare them. In a hurry? Here are the highlights: VUG and VOOG are two popular index funds from Vanguard for U.S. large cap growth stocks.VUG is much more popular with over $67 billion in assets. VOOG has about 1/10 of that.VUG seeks to track the CRSP … [Read more...] about VUG vs. VOOG – Which Vanguard ETF for Large Growth Stocks?
VTI ETF Review – Is VTI a Good Investment? (U.S. Stocks)
VTI is an extremely popular ETF to capture the entire U.S. stock market. Is it a good investment? I review it here. VTI ETF Review Video Prefer video? Watch it here: What Is VTI? VTI is the Vanguard Total Stock Market ETF. It launched in 2001. As the name suggests, the fund captures the entire investable U.S. stock market in the form of over 4,000 … [Read more...] about VTI ETF Review – Is VTI a Good Investment? (U.S. Stocks)
RSP ETF Review – Is RSP a Good Investment? (Equal Weight)
RSP is an interesting and extremely popular ETF that equally weights stocks in the S&P 500. Is it a good investment? I review it here. RSP ETF Video Prefer video? Watch it below. If not, keep scrolling to keep reading. RSP ETF - What, Why, and How RSP is the Invesco S&P 500 Equal Weight ETF. It launched in early 2003. As the name suggests, the … [Read more...] about RSP ETF Review – Is RSP a Good Investment? (Equal Weight)