That's pretty much where the market has been for the last three years - funds like the Invesco S&P 500 Low Volatility ETF ( ...
It is relatively clear how to assess whether a particular stock investment did well. There is a purchase price and a sale price. This gives an exact return by which to measure performance. Looking at ...
This article first appeared in the December issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor by visiting this website. Factor investing is built on the premise that ...
Factor investing can boost your returns by a staggering margin, but it is not without tremendous risk. AVUV offers superior factor exposure compared to its ETF counterparts. You may need to tilt your ...
The small size factor has outperformed in 2022, maintaining strength through November. The weighted average capitalization of most factor indexes is below that of the S&P 500. Other things equal, ...
Factor investing remains one of the most popular investing strategies this decade. Fidelity offers several factor-based equity ETFs that rely on its “three S” approach. The firm brings over five ...
Factor modeling – the analysis of investment risks and the drivers of returns – has become increasingly sophisticated, thanks in large part to advanced technology and data science. Simply put, the ...
Rather than using cap-weighted, index-based equity ETFs, some advisors are building portfolios using factor ETFs. Factor ETFs, which CFRA considers part of the smart-beta ETF universe, are built by ...