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When most investors think of the U.S. equity market, the S&P 500 is likely what first comes to mind. The legendary benchmark has long been used as a barometer of the broad market, as it represents approximately 80% of available market capitalization. As such, many believe owning the S&P 500 via an ETF is a way for investors to essentially “own the market” [see also 7 Charts to Put the ETF Industry in Perspective]. [click to continue…]

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May proved to be a brutal month on Wall Street, as equity markets across the board plummeted into red territory. Poor U.S. economic data coupled with revived Euro Zone tensions painted a grim picture for the future of the global economic recovery. With investors watching their bottom lines quickly erode, many are looking for ways to minimize their exposure to the riskier and more volatile segments of the market [see also Three High-Yielding Monthly Dividend ETFs].

Enter Low Volatility ETFs. With over a dozen products to chose from, this ultra popular category of ETFs has raked in close to $2 billion in aggregate assets. Intuitively, these products are very appealing, especially for risk averse investors. But, as many investors have learned the hard way, compelling ideas don’t always translate into compelling performances [see our Low Volatility ETFdb Portfolio]. [click to continue…]

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Russell rolled out two more products to add to its rapidly expanding suite of ETFs this week, launching two funds that specifically target stocks with high dividend yields. The Russell High Dividend Yield ETF (HDIV) will target components of the Russell 1000 that exhibit the highest dividend yields, while the Russell Small Cap High Dividend […]

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Five ETF Strategies For A Sideways Market

by on June 10, 2011 | Updated July 9, 2014

Most investors have a pretty good idea which ETFs will perform well in bull markets (generally any type of risky asset, including equities and commodities) and which will perform well in bear markets (low risk bonds and inverse equity ETFs, among other asset classes). But finding products that have the potential to deliver meaningful gains […]

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ProShares, the Maryland-based ETF issuer known as a pioneer of leveraged exchange-traded products, announced today the latest addition to its product line. Like many of the new products hitting the market in recent weeks, the ProShares RAFI Long/Short (RALS) will be the first of its kind. RALS will seek to replicate the RAFI U.S. Equity […]

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Ten Commandments Of ETF Investing

by on October 21, 2010 | Updated June 30, 2014

As ETFs have burst on to the scene in the early 2010s and worked their way into the investing mainstream, the number of products available and complexity of exposure offered has increased significantly. Advisors and investors have taken steps to educate themselves on the ins and outs of ETFs, but many are still scrambling to play […]

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In recent years, few corners of the investing world have been the subject of as much controversy, misinformation, and confusion as the leveraged ETF space. Last summer these securities received widespread coverage from the financial media, much of it either implying directly or alleging that leveraged ETFs were flawed investment vehicles designed to dupe average […]

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After recently rolling out a suite of ETFs linked to popular S&P indexes, Vanguard continued its push to grab a larger share of the ETF market on Wednesday by introducing seven new products linked to Russell benchmarks. The new Vanguard ETFs include:

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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:

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The SEC’s recent decision to take a closer look at the use of swaps and other derivatives by exchange-traded products and mutual funds has once again thrown leveraged ETFs under the microscope, as regulators begin examining the tools and strategies employed by these products to accomplish their objectives. During the study, approval of any ETFs […]

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Does Your Portfolio Need A “RAFI ETF”?

by on March 3, 2010 | Updated November 6, 2012

In recent years, investors have begun moving away from traditional active management in favor of more cost-efficient indexing strategies. The result has been a tremendous surge in the popularity of ETFs and a serious threat to actively-managed mutual funds that have dominated the investment industry for decades. As market indexes have transitioned from performance benchmarks […]

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Fidelity To Offer Commission-Free Trading On 25 iShares ETFs

by on February 2, 2010 | Updated April 26, 2013

Fidelity Investments announced today that it will offer its retail customers commission-free online trades for a suite of 25 iShares ETFs. The funds included in the commission-free platform include ETFs in all nine domestic equity style/size categories, as well as international equity and fixed income options. “Fidelity has partnered with the leading ETF provider in […]

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