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4 days ago
- Business
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Is WisdomTree Japan Hedged Equity ETF (DXJ) a Strong ETF Right Now?
Launched on 06/16/2006, the WisdomTree Japan Hedged Equity ETF (DXJ) is a smart beta exchange traded fund offering broad exposure to the Asia-Pacific (Developed) 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 offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. DXJ is managed by Wisdomtree, and this fund has amassed over $3.44 billion, which makes it one of the larger ETFs in the Asia-Pacific (Developed) ETFs. Before fees and expenses, DXJ seeks to match the performance of the WisdomTree Japan Hedged Equity Index. The WisdomTree Japan Hedged Equity Index is designed to provide exposure to Japanese equity markets while at the same time neutralizing exposure to fluctuations of the Japanese Yen movements relative to the U.S. dollar. 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 DXJ are 0.48%, which makes it on par with most peer products in the space. The fund has a 12-month trailing dividend yield of 3.11%. 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. When you look at individual holdings, Toyota Motor Corp accounts for about 5.21% of the fund's total assets, followed by Mitsubishi Ufj Financial Group and Japan Tobacco Inc. Its top 10 holdings account for approximately 31.15% of DXJ's total assets under management. So far this year, DXJ has added about 3.07%, and was up about 7.13% in the last one year (as of 06/02/2025). During this past 52-week period, the fund has traded between $91.43 and $117.51. The fund has a beta of 0.41 and standard deviation of 19.48% for the trailing three-year period, which makes DXJ a medium risk choice in this particular space. With about 448 holdings, it effectively diversifies company-specific risk. WisdomTree Japan Hedged Equity ETF is a reasonable option for investors seeking to outperform the Asia-Pacific (Developed) ETFs segment of the market. However, there are other ETFs in the space which investors could consider. JPMorgan BetaBuilders Japan ETF (BBJP) tracks MORNINGSTAR JAPAN TRGT MRKT EXPOSURE ID and the iShares MSCI Japan ETF (EWJ) tracks MSCI Japan Index. JPMorgan BetaBuilders Japan ETF has $13.02 billion in assets, iShares MSCI Japan ETF has $15.03 billion. BBJP has an expense ratio of 0.19% and EWJ charges 0.50%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Asia-Pacific (Developed) 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 WisdomTree Japan Hedged Equity ETF (DXJ): ETF Research Reports iShares MSCI Japan ETF (EWJ): ETF Research Reports JPMorgan BetaBuilders Japan ETF (BBJP): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
4 days ago
- Business
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Should WisdomTree U.S. MidCap ETF (EZM) Be on Your Investing Radar?
Launched on 02/23/2007, the WisdomTree U.S. MidCap ETF (EZM) 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 Wisdomtree. It has amassed assets over $752.19 million, making it one of the average sized ETFs attempting to match the Mid Cap Value 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, 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. 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 0.38%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.27%. 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 Financials sector--about 19.20% of the portfolio. Industrials and Consumer Discretionary round out the top three. Looking at individual holdings, Fox Corp - Class A (FOXA) accounts for about 0.99% of total assets, followed by Albertsons Cos Inc - Class A (ACI) and Walgreen Boots Alliance Inc (WBA). The top 10 holdings account for about 7.71% of total assets under management. EZM seeks to match the performance of the WisdomTree U.S. MidCap Earnings Index before fees and expenses. The WisdomTree U.S. MidCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the mid-capitalization segment of the U.S. Stock Market. The ETF has lost about -3.71% so far this year and was up about 3.43% in the last one year (as of 06/02/2025). In the past 52-week period, it has traded between $51.81 and $68.19. The ETF has a beta of 1.08 and standard deviation of 21.51% for the trailing three-year period, making it a medium risk choice in the space. With about 553 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. MidCap 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, EZM 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 $13.03 billion in assets, Vanguard Mid-Cap Value ETF has $17.52 billion. IWS has an expense ratio of 0.23% and VOE charges 0.07%. 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 WisdomTree U.S. MidCap ETF (EZM): ETF Research Reports Albertsons Companies, Inc. (ACI) : Free Stock Analysis Report Fox Corporation (FOXA) : Free Stock Analysis Report Walgreens Boots Alliance, Inc. (WBA) : 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 Sign in to access your portfolio
Yahoo
29-05-2025
- Business
- Yahoo
Is WisdomTree Global ex-U.S. Quality Dividend Growth ETF (DNL) a Strong ETF Right Now?
Launched on 06/16/2006, the WisdomTree Global ex-U.S. Quality Dividend Growth ETF (DNL) is a smart beta exchange traded fund offering broad exposure to the World ETFs category of the market. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry. Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency. But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. DNL is managed by Wisdomtree, and this fund has amassed over $479.90 million, which makes it one of the larger ETFs in the World ETFs. This particular fund seeks to match the performance of the WisdomTree Global ex-U.S. Quality Dividend Growth Index before fees and expenses. The WisdomTree Global ex-U.S. Quality Dividend Growth Index is a fundamentally weighted index that measures the performance of dividend paying stocks with growth characteristics in the developed and emerging markets outside of the United States. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Operating expenses on an annual basis are 0.42% for this ETF, which makes it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 2.01%. 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. Looking at individual holdings, Taiwan Semiconductor Manufacturing Co Ltd accounts for about 5.23% of total assets, followed by Industria De Diseno Textil (ITX) and Gsk Plc (GSK). DNL's top 10 holdings account for about 35.42% of its total assets under management. Year-to-date, the WisdomTree Global ex-U.S. Quality Dividend Growth ETF has added roughly 7.66% so far, and is down about -0.59% over the last 12 months (as of 05/29/2025). DNL has traded between $32.16 and $40.81 in this past 52-week period. The ETF has a beta of 0.95 and standard deviation of 18% for the trailing three-year period, making it a medium risk choice in the space. With about 330 holdings, it effectively diversifies company-specific risk. WisdomTree Global ex-U.S. Quality Dividend Growth 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. IShares Core Dividend Growth ETF (DGRO) tracks Morningstar US Dividend Growth Index and the Vanguard Dividend Appreciation ETF (VIG) tracks NASDAQ US Dividend Achievers Select Index. IShares Core Dividend Growth ETF has $30.86 billion in assets, Vanguard Dividend Appreciation ETF has $88.93 billion. DGRO has an expense ratio of 0.08% and VIG charges 0.05%. 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 WisdomTree Global ex-U.S. Quality Dividend Growth ETF (DNL): ETF Research Reports GSK PLC Sponsored ADR (GSK) : Free Stock Analysis Report Vanguard Dividend Appreciation ETF (VIG): ETF Research Reports iShares Core Dividend Growth ETF (DGRO): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
29-05-2025
- Business
- Yahoo
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market. Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry. Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency. But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. EPS is managed by Wisdomtree, and this fund has amassed over $1.08 billion, which makes it one of the average sized ETFs in the Style Box - Large Cap Value. This particular fund seeks to match the performance of the WisdomTree U.S. Earnings 500 Index before fees and expenses. The WisdomTree U.S. LargeCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Operating expenses on an annual basis are 0.08% for this ETF, which makes it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 1.46%. 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. Representing 25.50% of the portfolio, the fund has heaviest allocation to the Information Technology sector; Financials and Healthcare round out the top three. Taking into account individual holdings, Google Inc (GOOGL) accounts for about 5.20% of the fund's total assets, followed by Inc (AMZN) and Microsoft Corp (MSFT). EPS's top 10 holdings account for about 36.58% of its total assets under management. The ETF has lost about -0.09% and it's up approximately 11.29% so far this year and in the past one year (as of 05/29/2025), respectively. EPS has traded between $52.66 and $64.16 during this last 52-week period. The ETF has a beta of 0.96 and standard deviation of 16.79% for the trailing three-year period, making it a medium risk choice in the space. With about 503 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. LargeCap ETF is an excellent option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. There are other ETFs in the space which investors could consider as well. Schwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $67.73 billion in assets, Vanguard Value ETF has $132.68 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value. 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 WisdomTree U.S. LargeCap ETF (EPS): ETF Research Reports Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : 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
Yahoo
27-05-2025
- Business
- Yahoo
Should You Invest in the WisdomTree Cloud Computing ETF (WCLD)?
If you're interested in broad exposure to the Technology - Cloud Computing segment of the equity market, look no further than the WisdomTree Cloud Computing ETF (WCLD), a passively managed exchange traded fund launched on 09/06/2019. 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. Technology - Cloud Computing 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 Wisdomtree. It has amassed assets over $391.32 million, making it one of the average sized ETFs attempting to match the performance of the Technology - Cloud Computing segment of the equity market. WCLD seeks to match the performance of the BVP NASDAQ EMERGING CLOUD INDEX before fees and expenses. The BVP Nasdaq Emerging Cloud Index is an equally weighted Index, designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers. 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 0.45%, making it on par with most peer products in the space. 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 in the Information Technology sector--about 86.90% of the portfolio. Industrials and Financials round out the top three. Looking at individual holdings, Okta Inc (OKTA) accounts for about 2.11% of total assets, followed by Zscaler Inc (ZS) and Dropbox Inc-Class A (DBX). The top 10 holdings account for about 18.34% of total assets under management. So far this year, WCLD has lost about -6.10%, and is up roughly 9.79% in the last one year (as of 05/27/2025). During this past 52-week period, the fund has traded between $28.33 and $41.58. The ETF has a beta of 1.24 and standard deviation of 35.46% for the trailing three-year period. With about 69 holdings, it effectively diversifies company-specific risk. WisdomTree Cloud Computing 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, WCLD is an excellent option for investors seeking exposure to the Technology ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. Global X Cloud Computing ETF (CLOU) tracks INDXX GLOBAL CLOUD COMPUTING INDEX and the First Trust Cloud Computing ETF (SKYY) tracks ISE Cloud Computing Index. Global X Cloud Computing ETF has $336.45 million in assets, First Trust Cloud Computing ETF has $3.35 billion. CLOU has an expense ratio of 0.68% and SKYY charges 0.60%. 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 WisdomTree Cloud Computing ETF (WCLD): ETF Research Reports First Trust Cloud Computing ETF (SKYY): ETF Research Reports Okta, Inc. (OKTA) : Free Stock Analysis Report Dropbox, Inc. (DBX) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report Global X Cloud Computing ETF (CLOU): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
