Hinterhaus Productions/DigitalVision via Getty Images Personally, I prefer funds that look different from market-cap weighted averages. Funds that take a more proactive concentrated stands with a different weighting make-up. Sure, those strategies risk being wrong and underperforming, but at least there is a differentiator against everything else. That’s one of the reasons I like the…
Daniel Grizelj Small-caps have been terrible performers relative to large-caps. Value has been a terrible style performer relative to growth. But the one fact pertaining to all conditions is that they will change. At some point, both small and valuable I believe should lead again. And if you agree, then the Vanguard Russell 2000 Value…
SusanneB By Mark Barnes, PhD & Indhu Raghavan, CFA The relative performances of large-cap equities to small-caps in developed and emerging regions have tracked one another for the better part of the last decade. However, around early-2021 they began to diverge. Since then, developed large-caps have outperformed their small-cap counterparts, while in the emerging region,…
Khanchit Khirisutchalual Tech stocks have helped power indices higher in the past several months, with the mega-caps continuing to dominate until recently. One area of the tech arena that’s not performed as well in the past couple of months is software, which has faced a long consolidation after a big run. One fund that purportedly…
NicoElNino Investment Thesis Over the last ten years, the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) was the third-best-performing fund in its category, trailing only the Invesco QQQ ETF (QQQ) and the iShares Russell Top 200 Growth ETF (IWY). SCHG also ranked #4/37 over the last three calendar years and #4/36 over the previous five, so…
gt29/iStock via Getty Images This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. IUSG strategy iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) started investing operations on 07/24/2000 and tracks the S&P 900 Growth Index. It has 470 holdings, a 12-month trailing…
DKosig Although mega-cap growth stocks like Microsoft (MSFT) and Nvidia (NVDA) powered the U.S. markets to strong gains in 2023, I am not convinced they will continue to outperform in 2024. According to research from the well-respected institutional asset manager GMO, with mega-cap stocks trading at over 30x P/E, the forward returns for U.S. stocks…
Milko The Magnificent 7 tech-related stocks capture the spotlight, but there’s another mega-cap that is often left on its own as a remarkable 2023 winner: Eli Lilly (LLY). The Indianapolis-based $511 billion Health Care sector company boasts a premium 45x forward price-to-earnings ratio (using 2024 estimates) and is up better than 53% so far in…
digitalmazdoor digitalmazdoor iShares Global 100 ETF (NYSEARCA:IOO) is an exchange-traded fund whose mandate is to invest in a broad range of large companies internationally in both developed and emerging markets, specifically 100 companies. The fund’s assets under management were just shy of $4 billion as of August 4, 2023, and the fund’s benchmark index was…