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Yahoo
17 hours ago
- Business
- Yahoo
Should You Invest in the iShares U.S. Home Construction ETF (ITB)?
Launched on 05/01/2006, the iShares U.S. Home Construction ETF (ITB) is a passively managed exchange traded fund designed to provide a broad exposure to the Consumer Discretionary - Broad segment of the equity market. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to a broad group of companies in particular sectors. Consumer Discretionary - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 9, placing it in bottom 44%. The fund is sponsored by Blackrock. It has amassed assets over $2 billion, making it one of the largest ETFs attempting to match the performance of the Consumer Discretionary - Broad segment of the equity market. ITB seeks to match the performance of the Dow Jones U.S. Select Home Construction Index before fees and expenses. The Dow Jones U.S. Select Home Construction Index comprises of U.S. equities in the home construction sector. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.39%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 0.56%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Discretionary sector--about 77.20% of the portfolio. Industrials and Materials round out the top three. Looking at individual holdings, D R Horton Inc (DHI) accounts for about 14.13% of total assets, followed by Lennar A Corp Class A (LEN) and Nvr Inc (NVR). The top 10 holdings account for about 65.98% of total assets under management. The ETF has lost about -13.77% and is down about -15.71% so far this year and in the past one year (as of 06/03/2025), respectively. ITB has traded between $85.52 and $129.34 during this last 52-week period. The ETF has a beta of 1.37 and standard deviation of 28.40% for the trailing three-year period, making it a high risk choice in the space. With about 51 holdings, it effectively diversifies company-specific risk. IShares U.S. Home Construction ETF sports a Zacks ETF Rank of 4 (Sell), which is based on expected asset class return, expense ratio, and momentum, among other factors. ITB, then, is not the best option for investors seeking exposure to the Consumer Discretionary ETFs segment of the market. Instead, there are better ETFs in the space to consider. Vanguard Consumer Discretionary ETF (VCR) tracks MSCI US Investable Market Consumer Discretionary 25/50 Index and the Consumer Discretionary Select Sector SPDR ETF (XLY) tracks Consumer Discretionary Select Sector Index. Vanguard Consumer Discretionary ETF has $5.80 billion in assets, Consumer Discretionary Select Sector SPDR ETF has $21.47 billion. VCR has an expense ratio of 0.09% and XLY charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares U.S. Home Construction ETF (ITB): ETF Research Reports Lennar Corporation (LEN) : Free Stock Analysis Report D.R. Horton, Inc. (DHI) : Free Stock Analysis Report NVR, Inc. (NVR) : Free Stock Analysis Report Consumer Discretionary Select Sector SPDR ETF (XLY): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
17 hours ago
- Business
- Yahoo
Is iShares MSCI ACWI Low Carbon Target ETF (CRBN) a Strong ETF Right Now?
A smart beta exchange traded fund, the iShares MSCI ACWI Low Carbon Target ETF (CRBN) debuted on 12/08/2014, and offers broad exposure to the World ETFs category of the market. The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. The fund is managed by Blackrock, and has been able to amass over $992.14 million, which makes it one of the larger ETFs in the World ETFs. CRBN, before fees and expenses, seeks to match the performance of the MSCI ACWI Low Carbon Target Index. The MSCI ACWI Low Carbon Target Index is designed to address two dimensions of carbon exposure ? carbon emissions and potential carbon emissions from fossil fuel reserves. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. With one of the least expensive products in the space, this ETF has annual operating expenses of 0.20%. It's 12-month trailing dividend yield comes in at 1.84%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. Taking into account individual holdings, Microsoft Corp (MSFT) accounts for about 3.96% of the fund's total assets, followed by Apple Inc (AAPL) and Nvidia Corp (NVDA). The top 10 holdings account for about 21.12% of total assets under management. Year-to-date, the iShares MSCI ACWI Low Carbon Target ETF has gained about 5.63% so far, and it's up approximately 15.18% over the last 12 months (as of 06/03/2025). CRBN has traded between $170.20 and $204.49 in this past 52-week period. The fund has a beta of 0.94 and standard deviation of 16.64% for the trailing three-year period, which makes CRBN a low risk choice in this particular space. With about 1006 holdings, it effectively diversifies company-specific risk. IShares MSCI ACWI Low Carbon Target ETF is a reasonable option for investors seeking to outperform the World ETFs segment of the market. However, there are other ETFs in the space which investors could consider. Vanguard ESG U.S. Stock ETF (ESGV) tracks FTSE US ALL CAP CHOICE INDEX and the iShares ESG Aware MSCI USA ETF (ESGU) tracks MSCI USA ESG Focus Index. Vanguard ESG U.S. Stock ETF has $10.17 billion in assets, iShares ESG Aware MSCI USA ETF has $13.38 billion. ESGV has an expense ratio of 0.09% and ESGU charges 0.15%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the World ETFs. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares MSCI ACWI Low Carbon Target ETF (CRBN): ETF Research Reports Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report iShares ESG Aware MSCI USA ETF (ESGU): ETF Research Reports Vanguard ESG U.S. Stock ETF (ESGV): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
17 hours ago
- Business
- Yahoo
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
If you're interested in broad exposure to the Mid Cap Growth segment of the US equity market, look no further than the iShares Morningstar Mid-Cap Growth ETF (IMCG), a passively managed exchange traded fund launched on 06/28/2004. The fund is sponsored by Blackrock. It has amassed assets over $2.67 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market. Mid cap companies, with market capitalization in the range of $2 billion and $10 billion, offer investors many things that small and large companies don't, including less risk and higher growth opportunities. These types of companies, then, have a good balance of stability and growth potential. Qualities of growth stocks include faster growth rates compared to the broader market, as well as higher valuations and higher than average sales and earnings growth rates. Additionally, growth stocks have a greater level of risk associated with them. When you consider growth versus value, growth stocks are usually the clear winner in strong bull markets but tend to fall flat in nearly all other environments. Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same. Annual operating expenses for this ETF are 0.06%, making it the least expensive products in the space. It has a 12-month trailing dividend yield of 0.75%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.30% of the portfolio. Information Technology and Consumer Discretionary round out the top three. Looking at individual holdings, Arthur J Gallagher (AJG) accounts for about 1.50% of total assets, followed by Applovin Corp Class A (APP) and Fortinet Inc (FTNT). The top 10 holdings account for about 11.87% of total assets under management. IMCG seeks to match the performance of the MORNINGSTAR US MID CAP BROAD GROWTH INDX before fees and expenses. The Morningstar US Mid Cap Broad Growth Index comprises of mid-capitalization U.S. equities that exhibit growth characteristics. The ETF has added roughly 2.57% so far this year and was up about 15.41% in the last one year (as of 06/03/2025). In the past 52-week period, it has traded between $63.36 and $81.45. The ETF has a beta of 1.12 and standard deviation of 20.17% for the trailing three-year period. With about 299 holdings, it effectively diversifies company-specific risk. IShares Morningstar Mid-Cap Growth ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IMCG is an outstanding option for investors seeking exposure to the Style Box - Mid Cap Growth segment of the market. There are other additional ETFs in the space that investors could consider as well. The Vanguard Mid-Cap Growth ETF (VOT) and the iShares Russell Mid-Cap Growth ETF (IWP) track a similar index. While Vanguard Mid-Cap Growth ETF has $16.14 billion in assets, iShares Russell Mid-Cap Growth ETF has $18.52 billion. VOT has an expense ratio of 0.07% and IWP charges 0.23%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Morningstar Mid-Cap Growth ETF (IMCG): ETF Research Reports Arthur J. Gallagher & Co. (AJG) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report AppLovin Corporation (APP) : Free Stock Analysis Report iShares Russell Mid-Cap Growth ETF (IWP): ETF Research Reports Vanguard Mid-Cap Growth ETF (VOT): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
17 hours ago
- Business
- Yahoo
Should iShares Morningstar Mid-Cap Value ETF (IMCV) Be on Your Investing Radar?
Launched on 06/28/2004, the iShares Morningstar Mid-Cap Value ETF (IMCV) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Value segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $678.17 million, making it one of the average sized ETFs attempting to match the Mid Cap Value segment of the US equity market. Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with market capitalization between $2 billion and $10 billion. Thus, companies that fall under this category provide a stable and growth-heavy investment. Value stocks are known for their lower than average price-to-earnings and price-to-book ratios, but investors should also note their lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.06%, making it the least expensive products in the space. It has a 12-month trailing dividend yield of 2.51%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 18.40% of the portfolio. Utilities and Energy round out the top three. Looking at individual holdings, Williams Inc (WMB) accounts for about 1.40% of total assets, followed by Capital One Financial Corp (COF) and Newmont (NEM). The top 10 holdings account for about 11.17% of total assets under management. IMCV seeks to match the performance of the MORNINGSTAR US MID CAP BROAD VALUE INDEX before fees and expenses. The Morningstar US Mid Cap Broad Value Index comprises of mid-capitalization U.S. equities that exhibit value characteristics. The ETF has added about 0.57% so far this year and is up roughly 5.84% in the last one year (as of 06/03/2025). In the past 52-week period, it has traded between $65.10 and $81.02. The ETF has a beta of 0.95 and standard deviation of 17.38% for the trailing three-year period. With about 293 holdings, it effectively diversifies company-specific risk. IShares Morningstar Mid-Cap Value ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IMCV is a good option for those seeking exposure to the Style Box - Mid Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE) track a similar index. While iShares Russell Mid-Cap Value ETF has $13.01 billion in assets, Vanguard Mid-Cap Value ETF has $17.51 billion. IWS has an expense ratio of 0.23% and VOE charges 0.07%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Morningstar Mid-Cap Value ETF (IMCV): ETF Research Reports Williams Companies, Inc. (The) (WMB) : Free Stock Analysis Report Capital One Financial Corporation (COF) : Free Stock Analysis Report Newmont Corporation (NEM) : Free Stock Analysis Report Vanguard Mid-Cap Value ETF (VOE): ETF Research Reports iShares Russell Mid-Cap Value ETF (IWS): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
a day ago
- Business
- CNBC
Can AI ETFs Keep Shining?
Jay Jacobs, Blackrock's U.S. Head of Equity ETFs, joins Dom Chu on 'Halftime' to talk about the strength of AI ETFs and Bitcoin ETFs seeing big outflows.
