ETFs News and Headlines
ETFs News and Headlines
Tarbox Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 40.5% in the fourth quarter, selling 5,068 shares and now holding 7,457 shares worth roughly $1.64 million. Other advisors increased positions, with Leo Wealth adding $8.47 million and Walkner Condon adding $2.89 million. VIG trades near $216 per share, above its 50‑day moving average of $222, and maintains a market cap of $99.55 billion, a PE of 23.32 and a beta of 0.85. The divergent moves reflect shifting institutional sentiment toward dividend‑focused ETFs.
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) has delivered negative year‑to‑date returns despite a modest outperformance versus QQQ, offering only marginal downside protection. The fund’s covered‑call strategy, intended to smooth volatility, has fallen short in the current volatile 2026 market....
The Pacer US Cash Cows 100 ETF (COWZ) oversees roughly $18 B in assets and charges a 0.49% expense ratio. Year‑to‑date it delivered a 4.24% total return, holding up well against its benchmarks. Recent quarterly rebalancing has increased its exposure to...
VanEck’s Gold Miners ETF (GDX) retains a buy rating, anchored by an attractive 11.2× price‑earnings multiple and strong earnings‑per‑share growth forecasts. The fund has posted a 108% year‑to‑date return, outpacing the S&P 500 by more than 80 points, though it recently...
Schwab’s US Dividend Equity ETF (SCHD) completed a strategic 2026 reconstitution, trimming its energy exposure and adding high‑quality dividend‑paying stocks in healthcare and technology. The changes lifted the fund’s yield to 3.4% and lowered its forward price‑to‑earnings multiple to 15.3×,...
The Invesco S&P 500 Value with Momentum ETF (SPVM) has recently outperformed as investors rotate from growth to value and defensive sectors. Its methodology first screens for value, then adds momentum, leading to a portfolio weighted toward financials, energy and other...
The Invesco S&P Global Water ETF (CGW) has lagged both U.S.-focused water funds and the broader market since its launch. Its portfolio is 43% weighted toward slow‑growth, state‑dependent utilities, diluting the impact of more innovative water‑industrial holdings. International exposure, particularly...
The Militia Long/Short Equity ETF (ORR) launched in January 2025 and is rated a buy for its differentiated, non‑correlated global long/short strategy. Since January 2025 it has generated a 47.1% net asset value return, outperforming the S&P 500 by 2.5 times...
The State Street SPDR S&P Global Natural Resources ETF (GNR) has jumped more than 20% in early 2026, outpacing most of its peers as energy and commodity prices surge. The fund’s heavy exposure to basic materials and energy, combined with...
NEOS Investments has rolled out a suite of high‑yield, tax‑advantaged ETFs that distribute income monthly, using Section 1256 options to enhance after‑tax returns. Existing equity funds such as QQQI and SPYI now report yields as high as 14.6%, with a large...
Recent studies show that 79% of large‑cap domestic equity funds underperformed the S&P 500 in 2025 and 95% lagged the benchmark over the past ten years. This persistent underperformance has fueled a surge in low‑cost exchange‑traded funds that simply track the...
ProShares Short Dow30 (DOG) delivers –1× daily inverse exposure to the Dow Jones Industrial Average, making it a popular short‑term hedging tool. The ETF shows a modest positive drift of about 0.87 % per day, but its performance can diverge from...
Amplify CWP International Enhanced Dividend Income ETF (IDVO) offers an active covered‑call strategy that blends quality dividend growers with a hidden momentum factor, delivering a 5‑6% yield and global diversification. The fund sells out‑of‑the‑money calls on 30‑60% of its holdings,...
The author argues against investing in BDC ETFs such as BIZD and PBDC, favoring a selective approach to individual business development companies. He highlights that the BDC universe is small, with only two pure‑play indices, making ETFs less transparent. Hidden...
The Voya Emerging Markets High Dividend Equity Fund (IHD) delivers a 9.94% yield, giving investors diversified exposure to dividend‑paying stocks across emerging markets. Its portfolio is heavily weighted toward technology, with large positions in Taiwan Semiconductor and SK Hynix that benefit...
