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Should SPDR S&P Dividend ETF (SDY) Be on Your Investing Radar?
Should SPDR S&P Dividend ETF (SDY) Be on Your Investing Radar?

Yahoo

time6 days ago

  • Business
  • Yahoo

Should SPDR S&P Dividend ETF (SDY) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the SPDR S&P Dividend ETF (SDY) is a passively managed exchange traded fund launched on 11/08/2005. The fund is sponsored by State Street Global Advisors. It has amassed assets over $19.87 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market. Companies that find themselves in the large cap category typically have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts. Value stocks have lower than average price-to-earnings and price-to-book ratios. They also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets. 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. Annual operating expenses for this ETF are 0.35%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 2.59%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. 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 20% of the portfolio. Consumer Staples and Utilities round out the top three. Looking at individual holdings, Verizon Communications Inc (VZ) accounts for about 2.52% of total assets, followed by Realty Income Corp (O) and Target Corp (TGT). The top 10 holdings account for about 16.94% of total assets under management. SDY seeks to match the performance of the S&P High Yield Dividend Aristocrats Index before fees and expenses. The S&P High Yield Dividend Aristocrats Index measures the performance of the highest dividend yielding S&P Composite 1500 Index constituents that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 consecutive years. The ETF has added roughly 2.59% so far this year and is up about 8.15% in the last one year (as of 06/02/2025). In the past 52-week period, it has traded between $121.58 and $144. The ETF has a beta of 0.79 and standard deviation of 14.70% for the trailing three-year period, making it a medium risk choice in the space. With about 152 holdings, it effectively diversifies company-specific risk. SPDR S&P Dividend 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, SDY is a good option for those seeking exposure to the Style Box - Large Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $68.13 billion in assets, Vanguard Value ETF has $133.45 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. 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 SPDR S&P Dividend ETF (SDY): ETF Research Reports Verizon Communications Inc. (VZ) : Free Stock Analysis Report Target Corporation (TGT) : Free Stock Analysis Report Realty Income Corporation (O) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

Should You Invest in the SPDR S&P Regional Banking ETF (KRE)?
Should You Invest in the SPDR S&P Regional Banking ETF (KRE)?

Yahoo

time6 days ago

  • Business
  • Yahoo

Should You Invest in the SPDR S&P Regional Banking ETF (KRE)?

The SPDR S&P Regional Banking ETF (KRE) was launched on 06/19/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Regional Banks segment of the equity market. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversified exposure to a broad group of companies in particular sectors. Financials - Regional Banks is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 8, placing it in top 50%. The fund is sponsored by State Street Global Advisors. It has amassed assets over $3.28 billion, making it one of the larger ETFs attempting to match the performance of the Financials - Regional Banks segment of the equity market. KRE seeks to match the performance of the S&P Regional Banks Select Industry Index before fees and expenses. The S&P Regional Banks Select Industry Index represents the regional banks segment of the S&P Total Market Index. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.35%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 2.75%. 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. This ETF has heaviest allocation in the Financials sector--about 100% of the portfolio. Looking at individual holdings, Huntington Bancshares Inc (HBAN) accounts for about 3% of total assets, followed by East West Bancorp Inc (EWBC) and M + T Bank Corp (MTB). The top 10 holdings account for about 28.14% of total assets under management. The ETF has lost about -5.12% so far this year and it's up approximately 21.33% in the last one year (as of 06/02/2025). In that past 52-week period, it has traded between $46.12 and $68.90. The ETF has a beta of 0.87 and standard deviation of 31.90% for the trailing three-year period, making it a high risk choice in the space. With about 142 holdings, it effectively diversifies company-specific risk. SPDR S&P Regional Banking 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, KRE is a great option for investors seeking exposure to the Financials ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. Invesco KBW Regional Banking ETF (KBWR) tracks KBW Nasdaq Regional Banking Index and the iShares U.S. Regional Banks ETF (IAT) tracks Dow Jones U.S. Select Regional Banks Index. Invesco KBW Regional Banking ETF has $48.15 million in assets, iShares U.S. Regional Banks ETF has $617.26 million. KBWR has an expense ratio of 0.35% and IAT charges 0.40%. 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 SPDR S&P Regional Banking ETF (KRE): ETF Research Reports M&T Bank Corporation (MTB) : Free Stock Analysis Report Huntington Bancshares Incorporated (HBAN) : Free Stock Analysis Report East West Bancorp, Inc. (EWBC) : Free Stock Analysis Report iShares U.S. Regional Banks ETF (IAT): ETF Research Reports Invesco KBW Regional Banking ETF (KBWR): 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

Should Franklin U.S. Large Cap Multifactor Index ETF (FLQL) Be on Your Investing Radar?
Should Franklin U.S. Large Cap Multifactor Index ETF (FLQL) Be on Your Investing Radar?

Yahoo

time29-05-2025

  • Business
  • Yahoo

Should Franklin U.S. Large Cap Multifactor Index ETF (FLQL) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the Franklin U.S. Large Cap Multifactor Index ETF (FLQL) is a passively managed exchange traded fund launched on 04/26/2017. The fund is sponsored by Franklin Templeton Investments. It has amassed assets over $1.44 billion, making it one of the larger ETFs attempting to match the Large Cap Blend segment of the US equity market. Companies that fall in the large cap category tend to have a market capitalization above $10 billion. They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.15%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.15%. 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. This ETF has heaviest allocation to the Information Technology sector--about 33.30% of the portfolio. Consumer Discretionary and Healthcare round out the top three. Looking at individual holdings, Apple Inc (AAPL) accounts for about 6.71% of total assets, followed by Nvidia Corp (NVDA) and Microsoft Corp (MSFT). The top 10 holdings account for about 33.89% of total assets under management. FLQL seeks to match the performance of the LibertyQ US Large Cap Equity Index before fees and expenses. The LibertyQ US Large Cap Equity Index seeks to achieve a lower level of risk and higher risk-adjusted performance than the Russell 1000 Index over the long term by applying a multi-factor selection process, which is designed to select equity securities from the Russell 1000 Index that have favorable exposure to four investment style factors quality, value, momentum and low volatility. The ETF return is roughly 2.39% so far this year and was up about 12.76% in the last one year (as of 05/29/2025). In the past 52-week period, it has traded between $50.10 and $62.24. The ETF has a beta of 0.93 and standard deviation of 17.05% for the trailing three-year period. With about 214 holdings, it effectively diversifies company-specific risk. Franklin U.S. Large Cap Multifactor Index 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, FLQL is an outstanding option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well. The SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO) track a similar index. While SPDR S&P 500 ETF has $602.83 billion in assets, Vanguard S&P 500 ETF has $644.85 billion. SPY has an expense ratio of 0.09% and VOO charges 0.03%. 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 Franklin U.S. Large Cap Multifactor Index ETF (FLQL): ETF Research Reports Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report SPDR S&P 500 ETF (SPY): ETF Research Reports Vanguard S&P 500 ETF (VOO): 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

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