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Not All Mid Cap ETFs Are Created Equal

Stoyan Bojinov — Mon, 14 Nov 2011 12:00:00 +0000

Ongoing worries of a global economic slowdown coupled with Euro zone debt woes have prompted many investors to reallocate capital to safer corners of the market in recent months. U.S. large cap stocks have been a popular destination, largely considered a “safe haven” amongst equity investors, as this asset class has staged an impressive comeback since earlier in October of this year. However, investors looking to further diversify the equity portion of their portfolio ought to take a closer look at mid cap U.S. equities. Mid caps are often overlooked, although research suggest that this asset class can offer an appealing risk/reward profile relative to large cap stocks [see 25 Things Every Financial Advisor Should Know About ETFs]. Investing in mid cap equities may be appealing to investors who are seeking out the potential for significant capital appreciation while still maintaining relatively “safe” exposure, unlike small and micro cap stocks [...]

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Ten Shocking ETF Charts From The “Flash Crash”

Michael Johnston — Fri, 07 May 2010 14:30:08 +0000

An already tumultuous day took a terrifying turn in afternoon trading on Thursday, as several major U.S. indexes lost multiple percentage points in a matter of minutes before reclaiming big chunks of the ground lost. At 2:40 on Thursday, the Dow Jones Industrial Average was down about 415 points, putting it on pace for one of its worst days of the year. But the worst was yet to come; by 2:47, just seven minutes later, the Dow had plummeted another 583 points, putting it down nearly 1,000 points for the day. In the next ten minutes, the Dow jumped more than 600 points; by 2:57 it was down “only” 388 points on the day. The steep decline immediately sparked speculation on Wall Street. Anxiety had been building over the deteriorating situation in Greece, but there seemed to be more at work behind the sudden plunge (see Six ETFs To Watch [...]

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Russell Takes Step Towards ETF Outburst

Michael Johnston — Wed, 07 Apr 2010 19:14:11 +0000

The crowd gathering around the periphery of the ETF industry continues to expand, and some big names are joining the group. Russell, known in the ETF space as the index provider behind some of the largest exchange-traded products, recently detailed plans for 11 of its own ETFs in a filing with the SEC, including: Russell Global 1000 ETF Russell Global 1000 Growth ETF Russell Global 1000 Value ETF Russell Global 2000 ETF Russell Global 2000 Growth ETF Russell Global 2000 Value ETF Russell Global 3000 ETF Russell Global 3000 Growth ETF Russell Global 3000 Value ETF Russell Developed ex US Large Cap ETF Russell Emerging Markets Large Cap ETF The makeup of the proposed ETFs is relatively easy to glean from the names of the funds. The baseline Russell 1000 Global Index will seek to measure the performance of the 1,0000 most investable largest capitalization global stocks, and will represent [...]

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Beyond MDY: Three Outperforming Mid Cap ETFs

Michael Johnston — Tue, 22 Dec 2009 08:00:06 +0000

As 2009 draws to a close, it appears that this will be another “year of the mid cap.” Although equities of all sizes have posted strong gains this year (particularly when compared to 2008), mid caps have led the way, and mid cap ETFs have generally outperformed their small and large cap peers. Some investors take a “barbell” approach to the domestic equity portion of their portfolios, allocating assets primarily to large cap and small cap ETFs, and anticipating that the risk and return profile of mid caps will fall somewhere in between. While they fall between these two groups in size, the same can’t always be said for performance: mid caps have been known to deliver returns both excess and inferior returns. Mid Cap ETFs ETF YTD Performance RWK 51.0% FNX 45.8% CZA 42.1% MDY 35.1% As of 12/21/09 For investors looking to gain mid cap exposure, the most [...]

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May ETF Summary: Return to Old Form

Michael Johnston — Wed, 10 Jun 2009 14:04:55 +0000

After growing at a torrid pace in 2008, the ETF industry had showed signs of slowing down through the first four months of 2009. But May represented a return to old form, with more than $14 billion in new assets flowing into ETFs during the month according to Morningstar, the largest monthly inflow of the year so far. This compares to $3.3 billion in net inflows in May 2008 and $9.5 billion during the previous month. Emerging markets ETFs continued to lead the way in May, attracting nearly $5 billion in assets (35% of total inflows). Five of the top ten gaining funds were emerging market funds, led by iShares MSCI Emerging Markets Index (EEM), which attracted more than $1.1 billion alone. It appears that optimism over a global recovery is leading investors to more risky equity ETFs on hopes that these funds will outperform domestic funds. Leveraged and inverse ETFs [...]

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ETF Database » IWR

Not All Mid Cap ETFs Are Created Equal

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