oatawa Investment Thesis The Vanguard U.S. Multifactor ETF Shares (BATS:VFMF) is an actively managed ETF emphasizing momentum, quality, and value factors, but its performance since its February 2018 launch could be much better. As I concluded in April, an inconsequential volatility screen and poor quality metrics were to blame, and the purpose of this article…
DNY59 Introduction The Vanguard High Dividend Yield ETF (NYSEARCA:VYM) and the Vanguard Value ETF (NYSEARCA:VTV) have nearly $200 billion in combined assets under management and purport to follow different strategies. Earlier this year, I covered VYM here and VTV here, concluding that both were solid funds despite a relatively poor start to the year. However,…
rvlsoft The Vanguard Consumer Staples Index Fund ETF Shares (NYSEARCA:VDC) is a relatively cost-efficient fund (a 0.10% expense fee) that has a strong long-term performance track-record (see chart below) and has a relatively defensively positioned portfolio in an arguably expensive market. That being the case, the VDC ETF is a perfect “SWAN” fund for Nervous…