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Seven Alpha-Seeking ETFs That Have Crushed Their “Benchmarks”

by Michael Johnston on February 25, 2010

Many investors point to the rise of the ETF industry as a clear shift in preferences away from relatively expensive active management in favor of low-cost indexing. It’s been said that the alpha hunters have evolved into beta grazers. But the benefits of the ETF structure aren’t reserved solely for passive cap-weighted products, and the last few years have seen a huge increase in the number of ETFs that blur the lines between active and passive management. [click to continue…]

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Beyond SPY: Five Outperforming Large Cap ETFs

by Michael Johnston on December 10, 2009

At the core of many investor portfolios is an allocation to large cap, U.S.-listed equities. With market capitalizations usually exceeding $10 billion, large cap stocks generally have long operating histories, stable operations, and large amounts of cash on hand, making them less risky investments than small and mid cap firms. Moreover, although domestic large caps are headquartered in the U.S., they are often multinational companies that generate significant portions of revenue and earnings from overseas, providing some degree of geographic diversification with the efficiency and liquidity that comes with U.S. exchanges. [click to continue…]

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IndexIQ Planning 130/30 ETF

by Michael Johnston on November 13, 2009

IndexIQ, the New York-based developer of alternative indexes and exchange-traded funds, has taken the first step towards launching a 130/30 ETF, filing a 40-APP application with the SEC earlier this week. IndexIQ currently maintains the IQ 130/30 Index, a rules-based benchmark that employs fundamental factors to select U.S. stocks with a long exposure of 130% [...]

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Five Twists On S&P 500 ETFs

by Michael Johnston on October 27, 2009

The S&P 500 is one of the most widely-followed benchmarks in the world, a bellweather of the American economy that is included in the Index of Leading Indicators. Composed of 500 of the largest stocks listed in the U.S. (as well as a handful of non-U.S. companies), the S&P 500 has a weighted average market [...]

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The Ten Best ETFs You’ve Never Heard Of

by Michael Johnston on October 19, 2009

Just as there are various “celebrity stock tickers” that every investor recognizes instantly (GOOG, MSFT, F, JNJ), there are some ETFs that everyone knows. Generally, these ETFs, such as SPY, GLD, and QQQQ, reflect the most widely-known investment strategies and asset classes. And while the 25 largest funds that account for more than half of [...]

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Definitive Guide To 130/30 ETFs: 130/30 ETF Investing 101

by Michael Johnston on October 9, 2009

When analyzing the of the ETF industry, most investors highlight the cheap, liquid exposure to traditional asset classes as the main reason for the popularity of the exchange-traded structure. While ETFs have indeed provided a low-cost alternative to the traditional asset classes, they have also made it easier than ever to achieve exposure to “exotic” [...]

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ProShares 130/30 ETF Off To A Hot Start

by Michael Johnston on October 5, 2009

ProShares is best known for its line of leveraged and inverse ETFs covering a variety of asset classes and benchmarks. But earlier this year, the firm made its initial foray beyond this space, launching a new category of ProShares ETFs called Alpha ProShares. The first installment in this series is the ProShares Credit Suisse 130/30 [...]

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This Week in ETFs: September 18th Edition

by Eric Dutram on September 18, 2009

It’s been an interesting week in the world of ETFs: The United States scrapped a missile defense system in Eastern Europe and gold is now holding steady above $1010/oz. Here are the ETF Database staff picks of the week’s most important and interesting stories from around the Web:

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Direxion Planning 130/30 ETF

by Michael Johnston on July 30, 2009

Direxion, best known as the leading provider of 3x leveraged and inverse leveraged ETFs, is apparently planning to diversify its product line a bit. The Newton, Massachusetts-based ETF provider has amended a previous filing with the SEC, requesting regulatory approval to launch a 130/30 ETF. Leveraged ETFs have come under fire lately, and while there [...]

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