Showing posts with label exchange traded fund. Show all posts
Showing posts with label exchange traded fund. Show all posts

July 4, 2017

Vanguard Growth ETF (VUG)

Vanguard Growth ETF (VUG) is an index stock ETF (Exchange Traded Fund). This Vanguard ETF invests in US stocks of large cap companies.

This ETF's objective is to provide investment results that, before expenses, correspond the performance of the CRSP US Large Cap Growth Index.. This index fund provides a convenient way to match the performance of many of the nation’s largest growth stocks. Please check with your brokerage for additional commission.

VUG Fund Details

    Vanguard Growth ETF (VUG)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: VUG
  • CUSIP: 922908736
  • Rank in category (YTD): 56%
  • Category: Large Growth
  • Yield: 1.30%
  • Capital Gains: -
  • Expense Ratio: 0.06%
  • Total Assets: $ 28.61 billion
  • Annual Turnover Rate: 21%

June 27, 2017

SPDR S&P MidCap 400 ETF (MDY)

SPDR S&P MidCap 400 ETF (MDY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF invests in US stocks of mid-sized companies.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of  the S&P MidCap 400 Index. The index are companies with market cap in the range of US$ 1 billion to US$ 4.5 billion. Please check with your brokerage for additional commission.

MDY Fund Details

    SPDR S&P MidCap 400 ETF (MDY)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: MDY
  • CUSIP: 78467Y107
  • Rank in category (YTD): 56%
  • Category: Mid-Cap Blend
  • Yield: 1.26%
  • Capital Gains: -
  • Expense Ratio: 0.25%
  • Total Assets: $ 18.79 billion
  • Annual Turnover Rate: 21%

June 20, 2017

Vanguard Short-Term Bond ETF (BSV)

This Vanguard Short-Term Bond ETF (BSV) is a popular short term fixed income exchange traded fund. Offered by Vanguard Group, this ETF provide decent yield for income.

This Vanguard fund seeks to track the performance of the Barclays U.S. 1-5 Year Government/ Credit Float Adjusted Index. This exchange traded fund follows a passively managed, index sampling approach.

BSV Fund Profile

    Vanguard Short-Term Bond ETF (BSV)
  • Fund Inception Date: 04/03/2007
  • Ticker Symbol: BSV
  • CUSIP: 921937827
  • Rank in category (YTD): check
  • Category: Short-Term Bond
  • Yield: 1.51%
  • Capital Gains: -
  • Expense Ratio: 0.07%
  • Total Assets: $ 21.93 billion
  • Annual Turnover Rate: 0%
Updated June 2017

Morningstar analysts rank this fund with 3-stars rating. The benchmark is Spliced Barclays US Aggregate float Adjusted Index. The expense ratio is only 0.07% per year. This fee is 88% lower than the average expense ratio of funds with similar holdings.

June 13, 2017

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)

iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) is a popular bond exchange traded fund. This index fund invests in high quality U.S. corporate bonds.

This iShares fund is tracking track the investment results of an index composed of U.S. dollar-denominated, investment grade corporate bonds. This bond fund utilizes its assets to purchase U.S. investment grade corporate bonds. This ETF offer access to 1000+ high quality corporate bonds in a single fund.

This bond fund use to seek stability and pursue income. The 12-month yield is 3.25%. This top fund also has 0.15% annual expense ratio. The market price is currently traded at 0.03% discount of its NAV.

LQD Fund Profile

    iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)
  • Fund Inception Date: July 22 2002
  • Ticker Symbol: LQD
  • CUSIP: 464287242
  • Rank in category (YTD): 50%
  • Category: Corporate Bond
  • Yield: 3.25%
  • Capital Gains: -
  • Expense Ratio: 0.15%
  • Total Assets: $ 33.65 billion

May 4, 2017

Top Performing US Stock ETFs in 2017

Find top performing US stock ETFs in 2017. The best performing exchange traded funds are Renaissance IPO ETF (IPO), PowerShares QQQ ETF (QQQ), and Pacer Trendpilot 100 ETF (PTNQ).

Best US Equity ETFs in 2017

These exchange traded funds are sorted based on its year-to-date performance in 2017. The US stock fund invests mainly in US companies stocks. The US stocks may include large companies, mid-size companies and small size companies.

Most of US stock ETFs are index ETFs. Index ETFs typically have low expense ratio. These investment funds also may offer some yield for income. Actively managed funds are also available nowadays.

The top 5 performing US stock ETFs in 2017 are:
    Top Performing US Stock ETFs in 2017
  1. Renaissance IPO ETF (IPO)
  2. PowerShares QQQ ETF (QQQ)
  3. Pacer Trendpilot 100 ETF (PTNQ)

February 7, 2016

Best Bond ETFs in 2016

Find best bond ETFs in 2016. These top exchange traded funds are sorted based on its year to date return in 2016.

Top Fixed Income Funds

Bond funds invest mainly in fixed income such as government debts (US Treasuries), and corporate bonds. These bond funds provide regular income through their yield. Some funds pay monthly yield to investors and some may pay quarterly yield.

These top performing ETFs are sorted based on its year to date return in 2016. Will the funds continue outperforming other sectors in 2016? You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 10 best bond ETFs in 2016 are:
    Best Bond ETFs in 2016
  1. PIMCO 25+ Year Zero Coupon U.S. Treasury Index Fund (ZROZ)
  2. Vanguard Extended Duration Treasury ETF (EDV)
  3. iPath US Treasury 5-year Bull ETN (DFVL)
  4. iShares 20+ Year Treasury Bond ETF (TLT)
  5. Vanguard Long-Term Government Bond Index Fund (VGLT)
  6. SPDR Barclays Long Term Treasury ETF (TLO)
  7. iPath US Treasury 2-Year Bull ETN (DTUL)
  8. iShares 10-20 Year Treasury Bond ETF (TLH)

January 11, 2016

Top 25 US Large Cap Stock ETFs in 2015

Find top 25 US large cap stock ETFs in 2015. These best US stock exchange traded funds invest mainly in stocks of US companies with large capitalization.

Best Funds

These large cap companies refer to companies with a market capitalization value of more than $10 billion.  Large cap is an abbreviation of the term "large market capitalization". Market capitalization is measured by multiplying the number of a company’s shares outstanding by its stock price per share.

This top performing exchange traded funds list is sorted based on its 1 year total return performance up to January 10th, 2016. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

Best 10 US large cap stock ETFs in 2015 are:
    Top 25 US Large Cap Stock ETFs in 2015
  1. Barclays Return on Disability ETN (RODI)
  2. Columbia Large Cap Growth ETF (RPX)
  3. iPath CBOE S&P 500 BuyWrite ETN (BWV)
  4. SPDR MFS Systematic Core Equity ETF (SYE)
  5. Columbia Select Large Cap Growth ETF (RWG)

October 26, 2015

Top 8 Commodities ETFs in 2015

Find top 8 commodities ETFs in 2015. These exchange traded funds are investing in variety of commodities such as oil, cocoa, cotton, etc.

Commodities Funds

Commodities ETFs are exchange traded funds that invest in specific commodities or several different commodities. Commodities in these funds may include precious metals, livestock, oil, coffee and sugar.

These top performing ETFs are sorted based on its year to date return (up to October 12, 2015). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

Top 8 Commodities ETFs in 2015 are:
    Top 8 Commodities ETFs in 2015
  1. United States Gasoline Fund LP (UGA)
  2. iPath Pure Beta Cocoa ETN (CHOC)
  3. iPath Dow Jones-UBS Cocoa Total Return Sub-Index ETN (NIB)
  4. iPath Dow Jones-UBS Cotton Total Return Sub-Index ETN (BAL)
  5. DB Commodity Double Long ETN (DYY)
  6. iPath Pure Beta Cotton ETN (CTNN)
  7. DB Base Metals Double Short ETN (BOM)

October 9, 2015

Top 9 Emerging Markets Bond ETFs in 2015: Part 2

Find part 2 of top 9 emerging markets bond ETFs in 2015. These exchange traded funds utilizes its assets to invest in lower quality bonds issued by emerging markets government or corporation.

Best Emerging Markets Bond Funds

Emerging markets bond funds invest primarily in debts issued by emerging markets countries such as China, Brazil, India, Russia, Indonesia, and other developed countries. These fixed income funds also provide high yield income for investors.

These top performer ETFs are sorted based on its year to date returns (up to October 1, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, yield, etc. Find part 1 article of 9 best emerging markets bond ETFs in 2015.

Top 9 emerging markets bond ETFs in 2015 are:
    Top 9 Emerging Markets Bond ETFs in 2015: Part 2
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond Fund (EMHY)
  3. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  4. Vanguard Emerging Markets Government Bond ETF (VWOB)
  5. WisdomTree Emerging Markets Corporate Bond Fund (EMCB)
  6. Market Vectors ChinaAMC China Bond ETF (CBON)
  7. iShares Emerging Markets Corporate Bond Fund (CEMB)
  8. iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

October 7, 2015

9 Best Emerging Markets Bond ETFs in 2015

Find 9 best emerging market bond ETFs in 2015. These exchange traded funds are investing mainly in lower quality bonds issued by emerging markets government or corporation.

Top Emerging Market Funds

Emerging markets bond funds invest mainly in debts issued by emerging markets countries such as China, Brazil, India, Russia, etc. These bond funds may invest in corporate and government debts. These funds also provide high yield income for investors.

These top performer ETFs are sorted based on its year to date returns (up to October 1, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, fund’s holdings, yield, etc.

9 Best Emerging Markets Bond ETFs in 2015The 9 best emerging markets bond ETFs in 2015 are:
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond Fund (EMHY)
  3. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  4. Vanguard Emerging Markets Government Bond ETF (VWOB)
  5. WisdomTree Emerging Markets Corporate Bond Fund (EMCB)
  6. Market Vectors ChinaAMC China Bond ETF (CBON)
  7. iShares Emerging Markets Corporate Bond Fund (CEMB)

October 1, 2015

SPDR Financial Select Sector Fund (XLF)

SPDR Financial Select Sector Fund (XLF) is a financial sector exchange traded fund. It invests in financial companies.

This SPDR fund objective is to track the performance of publicly traded equity securities of companies in the Financial Select Sector Index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development.

XLF Fund Details

    SPDR Financial Select Sector Fund (XLF)
  • Fund Inception Date: 12/16/1998
  • Ticker Symbol: XLF
  • CUSIP: 81369Y605
  • Rank in category (2015): 81%
  • Category: Financial
  • Yield: 1.64%
  • Capital Gains: -
  • Expense Ratio: 0.14%
  • Total Assets: $ 22.30 billion
  • Annual Turnover Rate: 4.59%
updated on May 2017

This SPDR Financial Select Sector Fund has a low expense fee of 0.15%. The current yield is 1.66%. The portfolio turnover rate is 4.59%. This ETF is popular among investors.

September 21, 2015

Investing in Top Corporate Bond ETFS in 2015

How to invest in top corporate bond ETFs in 2015? Find best fixed income exchange traded funds. Top funds are Fidelity Limited Term Bond ETF, Vanguard Short-Term Corporate Bond Index Fund, etc.

Best Fixed Income Funds

Corporate bonds ETFs invest in debt issued by companies with investment-grade credit ratings. Bonds included in these funds can feature varying maturities and durations. This fund provide yield for income for investors.

These top performer funds are sorted based on its year to date total return in 2015 (up to September 4, 2015). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top 10 corporate bond ETFS in 2015 are:
    Investing in Top Corporate Bond ETFS in 2015
  1. ProShares Short Investment Grade Corporate ETF (IGS)
  2. PowerShares Fundamental Investment Grade Corporate Bond Portfolio (PFIG)
  3. Fidelity Limited Term Bond ETF (FLTB)
  4. Newfleet Multi-Sector Income ETF (MINC)
  5. FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)

September 19, 2015

PIMCO Total Return Active ETF (BOND)

PIMCO Total Return Active ETF (BOND) is an actively managed bond exchange traded fund. It also has a high yield for income.

This PIMCO ETF is managed by Scott A. Mather, Mark R. Kiesel, and Mihir P. Worah. The current yield is 5.05%. The fund’s objective is to provide maximum total return, consistent with preservation of capital and prudent investment management. Its expense fee is 0.55%.

This fund invests in a diversified portfolio of Fixed Income Instruments of varying maturities. It may use forwards or derivatives such as options, futures contracts, or swap agreements. It mainly invest in investment grade bonds.

BOND Fund Profile

    PIMCO Total Return Active ETF (BOND)
  • Fund Inception Date: 02/29/2012
  • Ticker Symbol: BOND
  • CUSIP: 72201R775
  • Rank in category (YTD): 1%
  • Category: Intermediate-Term Bond
  • Yield: 5.05%
  • Capital Gains: -
  • Expense Ratio: 0.55%
  • Total Assets: $ 2.48 billion

September 15, 2015

iShares Core Total U.S. Bond Market ETF (AGG)

iShares Core Total U.S. Bond Market ETF (AGG) is a popular fixed income exchange traded fund. This fund invests in U.S. investment-grade bonds. This debt fund provides investor an access to high quality bond market.

This iShares fund objective is to provide stability & income. This bond fund has a low expense ratio fee of 0.08%. It current yield is 2.32%. It has $25 billion of assets. The current share price is $109.57. This intermediate-term bond ETF is tracking the Barclays US Aggregate Bond Index.

AGG Fund Profile

    iShares Core Total U.S. Bond Market ETF (AGG)
  • Fund Inception Date: 09/22/2003
  • Ticker Symbol: AGG
  • CUSIP: 464287226
  • Rank in category (YTD): 75% (YTD)
  • Category: Intermediate-Term Bond
  • Yield: 2.36%
  • Capital Gains: -
  • Expense Ratio: 0.05%
  • Total Assets: $ 45.20 billion
  • Annual Turnover Rate: 318%
updated on May 2017

iShares Core Total U.S. Bond Market ETF Returns

Morningstar has ranked this bond fund with 3 stars rating. In 2015, it has year-to-date return of 0.78% (up to August 20, 2015). This bond fund has returned 1.99% over the past 3 year, and 3.03% over the past 5 year.

September 9, 2015

Top 10 Large Growth ETFs in 2015

Find 20 best large growth ETFs in 2015. These large growth exchange traded funds are investing in big U.S. companies with high growth potential.

Best Large Growth Funds

These large growth funds invest in large U.S. companies that tend to grow faster than other large cap companies. These funds are aiming to invest on companies in rapidly expanding industries in term of earning, sales, book value, and cash flow. These companies also provide little to no dividend yield and have high price ratios.

These best large growth ETFs in 2015 are sorted based on its year to date performance in 2015 (up to August 16, 2015). You can find the fund details and review below. Some of these ETFs can be bought for free from variety of brokerages such as Fidelity, Schwab, TD Ameritrade, and Vanguard.

Top 10 large growth ETFs in 2015 are:
    Top 10 Large Growth ETFs in 2015
  1. UBS AG FI Enhanced Large Cap Growth ETN (FBGX)
  2. Credit Suisse FI Large Cap Growth Enhanced ETN (FLGE)
  3. First Trust US IPO ETF (FPX)
  4. Columbia Large Cap Growth ETF (RPX)
  5. SPDR MFS Systematic Growth Equity ETF (SYG)
  6. Columbia Select Large Cap Growth ETF (RWG)
  7. iShares Morningstar Large-Cap Growth ETF (JKE)
  8. iShares MSCI USA Momentum Factor ETF (MTUM)

September 4, 2015

Vanguard Total Bond Market ETF (BND)

Vanguard Total Bond Market ETF (BND) is an Intermediate-Term Bond ETF. The objective is to keep pace with U.S. bond market returns.

This bond fund utilizes its assets to purchase U.S. investment-grade bonds including US Treasuries, and corporate bonds. It offers relatively high potential for investment income. The total net assets are $26.48 billion. The 12-month yield is 2.47%. This top fund also has 0.07% annual expense ratio. The market price is currently traded at 0.03% discount of its NAV.

BND Fund Profile

    Vanguard Total Bond Market ETF (BND)
  • Fund Inception Date: 04/03/2007
  • Ticker Symbol: BND
  • CUSIP: 921937835
  • Rank in category (YTD): 93% (YTD)
  • Category: Intermediate-Term Bond
  • Yield: 2.43%
  • Capital Gains: -
  • Expense Ratio: 0.05%
  • Total Assets: $ 33.82 billion
  • Annual Turnover Rate: 0%
Updated May 2017
Morningstar analysts rank this fund with 3-stars rating. The benchmark is Spliced Barclays US Aggregate float Adjusted Index.

August 24, 2015

12 Best Intermediate Term Bond ETFs in 2015

Intermediate term bond ETFs are popular among investors who seek higher income. These top exchange traded funds are iShares CMBS Fund, PIMCO Total Return Active ETF.

Top Bond Funds

Intermediate-Term Bond ETFs invest in fixed income securities with durations between five and ten years. These bond funds provide income for yield. The funds invest in government bonds (US Treasuries) and corporate bonds.

These top intermediate-term bond funds are selected based on its YTD performance in 2015 (up to July 26, 2015). Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

The 12 best intermediate term bond ETFs in 2015 are:
    12 Best Intermediate Term Bond ETFs in 2015
  1. iShares CMBS ETF (CMBS)
  2. PIMCO Total Return Active ETF (BOND)
  3. iShares Core Total USD Bond Market ETF (IUSB)
  4. SPDR Barclays Mortgage Backed Bond ETF (MBG)
  5. iShares Intermediate Government/Credit Bond ETF (GVI)
  6. Vanguard Mortgage-Backed Securities ETF (VMBS)
  7. Vanguard Intermediate-Term Bond ETF (BIV)
  8. Fidelity Total Bond ETF (FBND)
  9. iShares MBS ETF (MBB)
  10. Columbia Core Bond ETF (GMTB)

August 18, 2015

Top 8 Preferred Stock ETFs in 2015

Find top 8 preferred stock ETFs in 2015. These best exchange traded funds are First Trust Preferred Securities and Income ETF, PowerShares Financial Preferred fund.

Best Preferred Equity Funds

Preferred stock funds invest mainly in preferred stocks and perpetual bonds. These portfolios tend to have more credit risk than government or agency backed bonds. The fund has an effective duration longer than other bond portfolios. These portfolios hold more than 65% of assets in preferred stocks and perpetual bonds.

These top ETFs are sorted based on its year to date return performance (up to July 19, 2015). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top 8 preferred stock ETFs in 2015 are:
    Top 8 Preferred Stock ETFs in 2015
  1. First Trust Preferred Securities and Income ETF (FPE)
  2. PowerShares Financial Preferred ETF (PGF)
  3. PowerShares Variable Rate Preferred ETF (VRP)
  4. PowerShares Preferred ETF (PGX)
  5. SPDR Wells Fargo Preferred Stock ETF (PSK)
  6. iShares US Preferred Stock ETF (PFF)
  7. Market Vectors Preferred Securities ex Financials ETF (PFXF)

August 12, 2015

Vanguard Growth ETF (VUG)

Vanguard Growth ETF (VUG) is a popular stock exchange trade fund. This equity ETF invests in large-capitalization growth stocks. This fund is tracking the performance of the CRSP US Large Cap Growth Index.

This Vanguard fund has a low expense fee of 0.09%. With assets of $18.96 billion, it has a dividend yield of 1.21%. This investment fund also has a low annual holdings turnover rate of 9%. This index fund is passively managed by Vanguard Equity Investment Group.

VUG Fund Profile

    Vanguard Growth ETF (VUG)
  • Fund Inception Date: 01/26/2004
  • Ticker Symbol: VUG
  • CUSIP: 922908736
  • Rank in category (YTD): 70%
  • Category: Large Growth
  • Yield: 1.21%
  • Capital Gains: -
  • Expense Ratio: 0.09%
  • Total Assets: $ 18.96 Billion
  • Average Volume: 682k

July 29, 2015

Market Vectors Oil Services ETF (OIH)

Market Vectors Oil Services ETF (OIH) is a popular exchange traded fund. This fund invests in stocks of energy related companies. The Oil Services Index is comprised of common stocks and depositary receipts of U.S. exchange-listed companies in the oil services sector. Such companies may include small- and medium-capitalization companies and foreign companies that are listed on a U.S. exchange.

This equity fund is tracking Market Vectors US Listed Oil Services 25 Index. This fund may be not diversified. The total net assets are $1.44 billion. The current dividend yield is 2.19%. The annual expense fee is 0.35%.

OIH Fund Profile

    Market Vectors Oil Services ETF | OIH
  • Fund Inception Date: 12/22/2011
  • Ticker Symbol: OIH
  • CUSIP: 678002106
  • Rank in category (YTD): 32%
  • Category: Equity Energy
  • Yield: 2.19%
  • Capital Gains: -
  • Expense Ratio: 0.35%
  • Total Assets: $ 1.09 billion

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