ETF

ETF Battles: DIA vs. VOO – the Dow Jones Industrial Average meets the S&P 500, Which is Better?

This is an excerpt of a ETF Battles between the SPDR Dow Jones Industrial Average ETF (DIA) and Vanguard S&P 500 ETF (VOO) – it’s a U.S. stock market rumble! Who wins the battle? DIA and VOO face off in key areas, including cost, diversification, performance and a mystery category It’s the Dow Jones Industrial …

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ETF Battles: EEM vs. VWO – Which Emerging Markets ETF is Superior?

This is an excerpt of ETF Battles between EEM vs. VWO on ETFguide TV – it’s a face-off between two ETFs focused on emerging market stocks  Who wins the battle? EEM and VWO go against each other in key areas, including cost, performance and exposure strategy Both funds are among the largest emerging markets ETFs …

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ETF Battles: IJR vs. IWM – Which Small Cap ETF is Better?

This is an excerpt of ETF Battles between IJR vs. IWM on ETFguide TV – it’s an arm wrestle between two U.S. small cap stock ETFs.  Who wins the battle? IJR and IWM go against each other in key areas, including cost, performance and a mystery category Both funds own small company stocks but with …

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ETF Battles: REZ vs. XHB (Homebuilders vs. REITs) – Who Wins?

This is an excerpt from ETF Battles on ETFguide TV with REZ vs. XHB – two U.S. real estate focused ETFs.  Who wins the battle? REZ and XHB go against each other in key categories, including cost, performance and a mystery battle category Both ETFs cover the U.S. real estate market, but with a radically …

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ETF Battles: QQQ vs. XLK, who wins?

This is an excerpt from ETF Battles on ETFguide TV between QQQ vs. XLK – two of the largest technology ETFs by assets and trading volume.  Who wins the battle? QQQ and XLK go against each other in four key battle categories, including cost, performance and exposure strategy. Over the past decade, technology has been …

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ETF Battles: XLE vs. ICLN Who Wins?

This is an excerpt from ETF Battles on ETFguide TV between XLE vs. ICLN – two beaten up energy ETFs with very different goals. Who wins the battle? Energy ETFs were pulverized during the first quarter along with the rest of the broader stocks market.  And the collapse in oil prices and energy stocks has …

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First Look ETF: Analyzing New and Interesting ETFs like NETL, HOMZ, and NERD

This is an excerpt from the video titled First Look ETF: Analyzing NETL, HOMZ, and NERD with Ron DeLegge at ETFguide.  Several years ago, Dos Equis, a beer brand, ran a “most interesting man in the world” campaign with a gray-bearded debonair gentleman who could do no wrong. On today’s episode, we’re going to APE that …

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Investing great John Bogle: “Here’s how to use ETFs!”

Note: This 2013 interview between Ron DeLegge at ETFguide and John Bogle from the Vanguard Group is from ETFguide’s archives of investing greats. Bogle passed away on January 16, 2019. Hi everybody. I’m Ron DeLegge with ETFguide.com and we’re pleased to have with us John Bogle, founder of the Vanguard Group, author of many books, …

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Elon Musk Thinks Index Funds And Short Sellers Are Colluding

If you thought Elon Musk (or as we like to call him in these quarters “Elon da Vinci”) was a dead man walking, you were wrong. Like Wile E. Coyote in the Road Runner cartoon, Musk can fall a thousand times off a thousand cliffs and never die. After Tweeting that Tesla (TSLA) had funding …

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Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns. Your Asset Mix Back in the 1990s, Gary Brinson’s landmark study highlighted the acute impact of a portfolio’s returns by how …

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Your Market Correction Checklist

“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive yearly gains, it’s fair to say that our generation has enjoyed more than its fair share of stock market success. But someday very soon, a stock market correction will happen. …

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3 Strategies for Managing Higher Volatility

“Everyone has the brain power to make money in stocks. Not everyone has the stomach,” once observed legendary fund manager Peter Lynch. His point was that most people don’t have the stomach – or emotional stamina – for sticking to an investment plan when market conditions get choppy. What makes 2018 remarkably different from the …

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Avoiding the Mutual Fund Tax Trap

Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund – even ones that purport to …

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5 Building Blocks for Your Investment Portfolio

The difference between well-built and poorly designed buildings can be strikingly drastic. Take for example, I.M. Pei, the Chinese-American architect, who is a legend in his profession and has won many prestigious awards, including the Pritzker Prize. Among all the illustrious structures he’s designed, the Rock and Roll Hall of Fame in Cleveland, OH is the …

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Is Style Drift Increasing Your Financial Risk?

Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How does style drift happen? Style drift occurs when the fund’s portfolio manager begins to deviate from the fund’s investment objective. For example, a mutual fund that is labeled and categorized as …

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Factors that Should Influence Your Investments

If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers. Some, for example, might be inclined to argue that U.S. stocks (NYSEARCA:SCHB) have increased for eight consecutive years and there’s no reason to make any portfolio changes because stock prices …

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How Safe are Bonds?

News flash: Investors who assumed their investments in conservative bonds and bond funds (Nasdaq:LSBRX) were safe from losses are learning otherwise. Since mid-2016, the performance for U.S. bonds (NYSEARCA:BND) with top credit grades have sunk almost 4%. For perspective, the 12-month yield on ETFs tracking the Barclays U.S. Aggregate Bond Index is just 2.40%. Put another …

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Is Your Portfolio’s Performance Satisfactory?

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy Survey.” Another study by a large insurance company found that people are more frightened by planning their finances than dying.  What’s wrong? Part of the problem …

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Your Investment Portfolio’s Missing Piece

The framework for an architecturally sound investment plan is to have a core portfolio built upon core asset classes. Like the foundation of a building, your portfolio’s core must be built on a solid and stable footing. While there are many things within your investment plan that are optional, this isn’t one of them. Before …

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