Posts tagged as:

CZA

Over the years, mid-cap equities have certainly held their ground, proving to be a useful and potentially lucrative allocation for many investors’ portfolios. Despite their solid performance, some investors take a “barbell” approach to equities, shifting assets primarily to large and small cap funds, believing that the risk-return profile of mid-caps fall somewhere in between. While this assumption may hold true in some cases, there have been numerous mid-cap ETFs that have broken this mold, significantly outperforming their large and small cap counterparts [see also Gold ETFs In 2012: The Good, The Bad, And The Ugly]. [click to continue…]

{ Comments on this entry are closed }

The first half of 2011 is officially in the books, and many investors find their portfolios in approximately the same place as they were to start the year (though a furious rally in the final week of the quarter gave a nice boost at an opportune moment). Most major equity indexes are up slightly on the year, while fixed income benchmarks have similarly hovered around breakeven. Beyond these broad generalizations, there are some significant performance discrepancies among exchange-traded products that may seem to offer up similar risk/return profiles.

The following tables highlight the top performers from every ETFdb Category during the first six months of the year, shedding some light on the asset classes that have struggled and thrived so far in 2011–and reinforcing that the seemingly minor distinctions between ETPs can lead to big differences in performance [for monthly updates on the best performers, sign up for the free ETFdb newsletter]: [click to continue…]

{ Comments on this entry are closed }

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 […]

{ Comments on this entry are closed }