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Three Years Later: Best Performing ETFs Since Markets Bottomed Out

Michael Johnston — Tue, 13 Mar 2012 11:00:28 +0000

For many investors, March 9, 2009 was a major turning point; on that day the Dow Jones Industrial Average closed below 6,550, capping a disastrous stretch that had erased billions of dollars from portfolios around the world. Fortunately, that proved to be the low point of the recent recession; the next day markets rallied, and continued to move generally higher throughout the end of the year. So it should be no surprise that most ETFs offering exposure to risky asset classes now boast impressive three year return figures; most are well into positive territory, and many have more than doubled over the past 36 months or so. What is perhaps surprising is the list of the best performers in the three years following the depths of the recession; some of the ETFs that have delivered the most impressive returns over this period are not household names, and cover asset classes [...]

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Are Your Cap-Weighted ETFs Leaders Or Laggards?

Cathy Carlson — Tue, 13 Jul 2010 16:07:03 +0000

The rapid growth of the ETF industry in recent years has altered the investment landscape in more ways than one. The low expense ratios offered by most exchange-traded products have brought increased scrutiny on active managers and called into question their ability to add value to client portfolios. The immediate diversification offered by a basket of securities has caused some to shift away from the complex research associated with individual stock picking towards more macro analysis required for tactical strategies. And as indexes have evolved from hypothetical measures of performance to essentially investable assets, the methodologies utilized in the construction and maintenance of benchmarks have become increasingly important to investors [see our database of ETF indexes]. The first generation of equity ETFs was dominated by market capitalization-weighted strategies, a methodology that involves assigning a weight to each component based on the total value of its equity. Most of the assets [...]

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Weighting Methodologies: An ETF Report Card

Michael Johnston — Tue, 27 Oct 2009 06:00:50 +0000

Advisors and individuals who favor a tactical asset allocation to investing have historically analyzed broad macroeconomic trends and statistics to identify asset classes and sectors poised deliver strong returns. In the early days of the ETF industry, this meant homing in on a certain sector or style and picking the fund that tracked that segment. But as the landscape has continued to evolve, asset class and investment style aren’t the only decisions investors face. Market capitalization weightings were once the only game in town, but in recent years alternative weighting methodologies have become more popular among investors who find flaws in a strategy that gives the most weight to the biggest companies. The vast majority of ETF assets is still in traditional market capitalization-weighted funds (and most of the largest and most popular ETFs fall into this category). But investors have embraced a number of other strategies in recent years, [...]

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The Ten Best ETFs You’ve Never Heard Of

Michael Johnston — Mon, 19 Oct 2009 05:05:30 +0000

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 total ETF assets, there is a lot more to the ETF universe than these mega funds. With nearly 900 exchange-traded products available today, there are several funds flying under the investment radar that present compelling investment cases and have delivered strong historical returns. The following ten ETFs are our picks for funds that haven’t received nearly the attention they deserve from investors (for more actionable ETF plays, sign up for our free ETF newsletter). In addition to a unique investment thesis, each of these funds meets the following criteria: Less than $150 million in AUM [...]

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ETF Database » EES

Three Years Later: Best Performing ETFs Since Markets Bottomed Out

Related Posts:

Are Your Cap-Weighted ETFs Leaders Or Laggards?

Related Posts:

Weighting Methodologies: An ETF Report Card

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The Ten Best ETFs You’ve Never Heard Of

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