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Yahoo
27-05-2025
- Business
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Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $4.92 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend 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. Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities. 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 0.25%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 5.30%. 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 Industrials sector--about 34.80% of the portfolio. Consumer Discretionary and Financials round out the top three. Looking at individual holdings, Carlisle Cos Inc (CSL) accounts for about 4.25% of total assets, followed by Emcor Group Inc (EME) and Docusign Inc (DOCU). The top 10 holdings account for about 28.9% of total assets under management. XMHQ seeks to match the performance of the S&P MIDCAP 400 QUALITY INDEX before fees and expenses. The S&P MidCap 400 Quality Index is designed to provide equal-weighted exposure to approximately 800 securities of medium-sized companies in the larger US equity market. The ETF has lost about -1.94% so far this year and is down about -5.43% in the last one year (as of 05/27/2025). In the past 52-week period, it has traded between $82.17 and $109.35. The ETF has a beta of 1.05 and standard deviation of 21.25% for the trailing three-year period. With about 80 holdings, it effectively diversifies company-specific risk. Invesco S&P MidCap Quality 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, XMHQ is a sufficient option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $78.13 billion in assets, iShares Core S&P Mid-Cap ETF has $91.20 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. 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 Invesco S&P MidCap Quality ETF (XMHQ): ETF Research Reports EMCOR Group, Inc. (EME) : Free Stock Analysis Report Carlisle Companies Incorporated (CSL) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Docusign Inc. (DOCU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
27-05-2025
- Business
- Yahoo
Should John Hancock Multifactor Mid Cap ETF (JHMM) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the John Hancock Multifactor Mid Cap ETF (JHMM), a passively managed exchange traded fund launched on 09/28/2015. The fund is sponsored by John Hancock. It has amassed assets over $3.96 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. These types of companies, then, have a good balance of stability and growth potential. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. 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 0.42%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.04%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 20.10% of the portfolio. Financials and Information Technology round out the top three. Looking at individual holdings, United Rentals Inc (URI) accounts for about 0.56% of total assets, followed by Vistra Corp (VST) and Hartford Insurance Group Inc (HIG). The top 10 holdings account for about 4.75% of total assets under management. JHMM seeks to match the performance of the John Hancock Dimensional Mid Cap Index before fees and expenses. The John Hancock Dimensional Mid Cap Index comprises of a subset of securities in the U.S. Universe issued by companies whose market capitalizations are between the 200th and 951st largest U.S. company. The ETF has lost about -2.08% so far this year and it's up approximately 5.42% in the last one year (as of 05/27/2025). In the past 52-week period, it has traded between $50.32 and $64.80. The ETF has a beta of 1.04 and standard deviation of 19% for the trailing three-year period, making it a medium risk choice in the space. With about 664 holdings, it effectively diversifies company-specific risk. John Hancock Multifactor Mid Cap 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, JHMM is a sufficient option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $78.13 billion in assets, iShares Core S&P Mid-Cap ETF has $91.20 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. 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. 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 John Hancock Multifactor Mid Cap ETF (JHMM): ETF Research Reports The Hartford Insurance Group, Inc. (HIG) : Free Stock Analysis Report United Rentals, Inc. (URI) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Vistra Corp. (VST) : Free Stock Analysis Report 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
Yahoo
22-05-2025
- Business
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Should SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), 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 $12.51 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market. With market capitalization between $2 billion and $10 billion, mid cap companies usually contain higher growth prospects than large cap companies, and are considered less risky than their small cap counterparts. Thus they have a nice balance of growth potential and stability. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. 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 0.03%, making it the least expensive products in the space. It has a 12-month trailing dividend yield of 1.51%. 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 22.30% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Emcor Group Inc (EME) accounts for about 0.73% of total assets, followed by Interactive Brokers Gro Cl A (IBKR) and Okta Inc (OKTA). The top 10 holdings account for about 6.65% of total assets under management. SPMD seeks to match the performance of the S&P 1000 Index before fees and expenses. The S&P MidCap 400 Index combines the S&P MidCap 400 and the S&P SmallCap 600 to form an investable benchmark for the mid to small cap segment of the U.S. equity market. The ETF has lost about -3.82% so far this year and is up roughly 0.53% in the last one year (as of 05/22/2025). In the past 52-week period, it has traded between $44.89 and $59.56. The ETF has a beta of 1.06 and standard deviation of 20.36% for the trailing three-year period. With about 405 holdings, it effectively diversifies company-specific risk. SPDR Portfolio S&P 400 Mid Cap 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, SPMD is an outstanding option for investors seeking exposure to the Style Box - Mid Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well. The Vanguard Mid-Cap ETF (VO) and the iShares Core S&P Mid-Cap ETF (IJH) track a similar index. While Vanguard Mid-Cap ETF has $78.66 billion in assets, iShares Core S&P Mid-Cap ETF has $91.67 billion. VO has an expense ratio of 0.04% and IJH charges 0.05%. 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 SPDR Portfolio S&P 400 Mid Cap ETF (SPMD): ETF Research Reports Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report EMCOR Group, Inc. (EME) : Free Stock Analysis Report iShares Core S&P Mid-Cap ETF (IJH): ETF Research Reports Vanguard Mid-Cap ETF (VO): ETF Research Reports Okta, Inc. (OKTA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
16-05-2025
- Business
- Yahoo
S 500 Rallies for Fourth Day, Driving VO Assets Higher
The Vanguard Mid-Cap ETF (VO) pulled in $1.2 billion, increasing its assets under management to nearly $80.3 billion, according to data provided by FactSet. This inflow came as the S&P 500 rose 0.4% on Thursday, marking its fourth consecutive session of gains. The Vanguard Extended Market ETF (VXF) attracted $834.2 million, the Vanguard S&P 500 ETF (VOO) added $463 million and the Vanguard Intermediate-Term Corporate Bond ETF (VCIT) gained $419 million as Treasury yields fell after an unexpected decline in wholesale prices. On the outflow side, the SPDR Gold Shares (GLD) saw redemptions of $441 million, the iShares 0-3 Month Treasury Bond ETF (SGOV) experienced outflows of $236 million and the ARK Innovation ETF (ARKK) lost $207 million. U.S. equity led asset classes with inflows of $5.6 billion as the Dow Jones Industrial Average climbed 272 points, while commodities ETFs experienced outflows of $583 million. Overall, ETFs gained $6.6 billion in net inflows. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VO Vanguard Mid-Cap ETF 1,166.24 80,256.78 1.45% VXF Vanguard Extended Market ETF 834.19 22,334.07 3.74% VOO Vanguard S&P 500 ETF 462.92 650,163.61 0.07% VCIT Vanguard Intermediate-Term Corporate Bond ETF 418.96 51,987.27 0.81% CGGR Capital Group Growth ETF 358.56 12,266.70 2.92% TLT iShares 20+ Year Treasury Bond ETF 324.16 47,634.68 0.68% VIG Vanguard Dividend Appreciation ETF 317.58 88,487.99 0.36% VOE Vanguard Mid-Cap Value ETF 317.05 17,746.93 1.79% AVEM Avantis Emerging Markets Equity ETF 315.28 9,674.08 3.26% IJH iShares Core S&P Mid-Cap ETF 280.65 93,024.84 0.30% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change GLD SPDR Gold Shares -441.33 95,181.14 -0.46% SGOV iShares 0-3 Month Treasury Bond ETF -236.19 45,679.48 -0.52% ARKK ARK Innovation ETF -207.29 5,766.64 -3.59% JAAA Janus Detroit Street Trust Janus Henderson AAA CLO ETF -192.17 20,713.47 -0.93% IWV iShares Russell 3000 ETF -183.93 15,148.90 -1.21% IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF -169.15 20,662.26 -0.82% SOXX iShares Semiconductor ETF -161.06 12,326.27 -1.31% HYG iShares iBoxx $ High Yield Corporate Bond ETF -150.29 15,013.01 -1.00% VCSH Vanguard Short-Term Corporate Bond ETF -141.14 34,761.82 -0.41% VTEB Vanguard Tax-Exempt Bond ETF -127.14 35,471.60 -0.36% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -0.75 9,867.16 -0.01% Asset Allocation 12.32 24,387.99 0.05% Commodities ETFs -583.17 204,868.00 -0.28% Currency 373.64 137,256.10 0.27% International Equity 700.08 1,749,018.62 0.04% International Fixed Income -114.93 283,270.54 -0.04% Inverse 24.09 14,548.79 0.17% Leveraged -90.91 130,212.37 -0.07% US Equity 5,616.05 6,760,659.76 0.08% US Fixed Income 625.01 1,642,472.28 0.04% Total: 6,561.43 10,956,561.61 0.06% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved 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
Yahoo
14-05-2025
- Business
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Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar?
Designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, the iShares Core S&P Mid-Cap ETF (IJH) is a passively managed exchange traded fund launched on 05/22/2000. The fund is sponsored by Blackrock. It has amassed assets over $93.27 billion, making it the largest ETFs attempting to match the Mid Cap Blend segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. These types of companies, then, have a good balance of stability and growth potential. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. 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 0.05%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.36%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Industrials sector--about 22.40% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Interactive Brokers Group Inc Clas (IBKR) accounts for about 0.68% of total assets, followed by Rb Global Inc (RBA) and Watsco Inc (WSO). The top 10 holdings account for about 2% of total assets under management. IJH seeks to match the performance of the S&P MidCap 400 Index before fees and expenses. The S&P MidCap 400 Index measures the performance of the mid-capitalization sector of the U.S. equity market. The ETF has lost about -1.50% so far this year and was up about 3.78% in the last one year (as of 05/14/2025). In the past 52-week period, it has traded between $51.16 and $67.87. The ETF has a beta of 1.06 and standard deviation of 20.54% for the trailing three-year period, making it a medium risk choice in the space. With about 411 holdings, it effectively diversifies company-specific risk. IShares Core S&P Mid-Cap 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, IJH is a reasonable option for those seeking exposure to the Style Box - Mid Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap ETF (IWR) and the Vanguard Mid-Cap ETF (VO) track a similar index. While iShares Russell Mid-Cap ETF has $41.16 billion in assets, Vanguard Mid-Cap ETF has $79.41 billion. IWR has an expense ratio of 0.19% and VO charges 0.04%. 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. 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 Core S&P Mid-Cap ETF (IJH): ETF Research Reports Watsco, Inc. (WSO) : Free Stock Analysis Report Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report RB Global, Inc. (RBA) : Free Stock Analysis Report Vanguard Mid-Cap ETF (VO): ETF Research Reports iShares Russell Mid-Cap ETF (IWR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
