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2 days ago
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Should Invesco S&P SmallCap Quality ETF (XSHQ) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Invesco S&P SmallCap Quality ETF (XSHQ) is a passively managed exchange traded fund launched on 04/06/2017. The fund is sponsored by Invesco. It has amassed assets over $324.17 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market. There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk. 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 0.29%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.32%. 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 23.20% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Corcept Therapeutics Inc (CORT) accounts for about 2.85% of total assets, followed by Armstrong World Industries Inc (AWI) and Adma Biologics Inc (ADMA). The top 10 holdings account for about 21.84% of total assets under management. XSHQ seeks to match the performance of the SmallCap 600 Quality Index before fees and expenses. The S&P SmallCap 600 Quality Index is composed of 120 securities in the S&P SmallCap 600 Index that have the highest quality score, which is calculated based on the average of three fundamental measures: return on equity, accruals ratio and financial leverage ratio. The ETF has lost about -4.86% so far this year and was up about 2.99% in the last one year (as of 06/05/2025). In the past 52-week period, it has traded between $34.34 and $47.59. The ETF has a beta of 0.98 and standard deviation of 21.87% for the trailing three-year period. With about 118 holdings, it effectively diversifies company-specific risk. Invesco S&P SmallCap 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, XSHQ is a reasonable option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $63.94 billion in assets, iShares Core S&P Small-Cap ETF has $77.65 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. 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 Invesco S&P SmallCap Quality ETF (XSHQ): ETF Research Reports Armstrong World Industries, Inc. (AWI) : Free Stock Analysis Report Corcept Therapeutics Incorporated (CORT) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports ADMA Biologics Inc (ADMA) : Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
29-05-2025
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Should Global X Russell 2000 ETF (RSSL) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Global X Russell 2000 ETF (RSSL), a passively managed exchange traded fund launched on 06/04/2024. The fund is sponsored by Global X Management. It has amassed assets over $1.35 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. 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 0.08%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.28%. 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 19.40% of the portfolio. Industrials and Healthcare round out the top three. Looking at individual holdings, Sprouts Farmers (SFM) accounts for about 0.73% of total assets, followed by Insmed Inc (INSM) and Carpenter Technology (CRS). The top 10 holdings account for about 4.21% of total assets under management. RSSL seeks to match the performance of the RUSSELL 2000 RIC CAPPED INDEX before fees and expenses. The Russell 2000 RIC Capped Index measures the performance of the small-capitalization sector of the U.S. equity market. The ETF has lost about -6.85% so far. In the past 52-week period, it has traded between $68.51 and $95.64. With about 1940 holdings, it effectively diversifies company-specific risk. Global X Russell 2000 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, RSSL is a good option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $64.13 billion in assets, iShares Core S&P Small-Cap ETF has $76.97 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. 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 Global X Russell 2000 ETF (RSSL): ETF Research Reports Carpenter Technology Corporation (CRS) : Free Stock Analysis Report Insmed, Inc. (INSM) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports Sprouts Farmers Market, Inc. (SFM) : Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): 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
Yahoo
26-05-2025
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Should iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) Be on Your Investing Radar?
The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) was launched on 09/07/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market. The fund is sponsored by Blackrock. It has amassed assets over $307.40 million, making it one of the average sized ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. 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 0.20%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.96%. 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 Healthcare sector--about 16.70% of the portfolio. Financials and Industrials round out the top three. Looking at individual holdings, Royal Gold Inc (RGLD) accounts for about 1.97% of total assets, followed by Old Republic International Corp (ORI) and Agree Realty Reit Corp (ADC). The top 10 holdings account for about 15.4% of total assets under management. SMMV seeks to match the performance of the MSCI USA Small Cap Minimum Volatility (USD) Index before fees and expenses. The MSCI USA Small Cap Minimum Volatility (USD) Index comprises of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market. The ETF has added about 0.75% so far this year and it's up approximately 13.97% in the last one year (as of 05/26/2025). In the past 52-week period, it has traded between $36.45 and $44.35. The ETF has a beta of 0.69 and standard deviation of 13.98% for the trailing three-year period. With about 283 holdings, it effectively diversifies company-specific risk. IShares MSCI USA Small-Cap Min Vol Factor 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, SMMV is a good option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $63.70 billion in assets, iShares Core S&P Small-Cap ETF has $76.05 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. 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 MSCI USA Small-Cap Min Vol Factor ETF (SMMV): ETF Research Reports Agree Realty Corporation (ADC) : Free Stock Analysis Report Old Republic International Corporation (ORI) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports Royal Gold, Inc. (RGLD) : Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): 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
Yahoo
26-05-2025
- Business
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Should iShares U.S. Small-Cap Equity Factor ETF (SMLF) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares U.S. Small-Cap Equity Factor ETF (SMLF), a passively managed exchange traded fund launched on 04/28/2015. The fund is sponsored by Blackrock. It has amassed assets over $1.68 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics. 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 0.15%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 1.40%. 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 18.40% of the portfolio. Financials and Consumer Discretionary round out the top three. Looking at individual holdings, Emcor Group Inc (EME) accounts for about 0.92% of total assets, followed by Carvana Class A (CVNA) and Duolingo Inc Class A (DUOL). SMLF seeks to match the performance of the MSCI USA Small Cap Diversified Multiple-Factor Index before fees and expenses. The STOXX U.S. Small-Cap Equity Factor Index (USD) composed of U.S. small-capitalization stocks that have favourable exposure to target style factors subject to constraints. The ETF has lost about -4.41% so far this year and was up about 5.56% in the last one year (as of 05/26/2025). In the past 52-week period, it has traded between $54.28 and $74.15. The ETF has a beta of 1.07 and standard deviation of 21.74% for the trailing three-year period, making it a high risk choice in the space. With about 863 holdings, it effectively diversifies company-specific risk. IShares U.S. Small-Cap Equity Factor 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, SMLF is a sufficient option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $63.70 billion in assets, iShares Core S&P Small-Cap ETF has $76.05 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. 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 U.S. Small-Cap Equity Factor ETF (SMLF): ETF Research Reports EMCOR Group, Inc. (EME) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Carvana Co. (CVNA) : Free Stock Analysis Report Duolingo, Inc. (DUOL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
21-05-2025
- Business
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Should Invesco RAFI US 1500 Small-Mid ETF (PRFZ) Be on Your Investing Radar?
The Invesco RAFI US 1500 Small-Mid ETF (PRFZ) was launched on 09/20/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment of the US equity market. The fund is sponsored by Invesco. It has amassed assets over $2.34 billion, making it one of the larger ETFs attempting to match the Small Cap Blend segment of the US equity market. Sitting at a market capitalization below $2 billion, small cap companies tend to be high-potential stocks compared to its large and mid cap counterparts, but come with higher risk. Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments. 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 0.34%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.41%. 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 20% of the portfolio. Industrials and Information Technology round out the top three. Looking at individual holdings, Applovin Corp (APP) accounts for about 0.61% of total assets, followed by Palantir Technologies Inc (PLTR) and Carvana Co (CVNA). The top 10 holdings account for about 4.31% of total assets under management. PRFZ seeks to match the performance of the FTSE RAFI US 1500 Small-Mid Index before fees and expenses. The RAFI Fundamental Select US 1500 Index tracks the performance of small and medium-sized US companies, based on the four fundamental measures of size: book value, cash flow, sales and dividends. The ETF has lost about -4.24% so far this year and was up about 2.10% in the last one year (as of 05/21/2025). In the past 52-week period, it has traded between $33.13 and $45.39. The ETF has a beta of 1.10 and standard deviation of 22.02% for the trailing three-year period, making it a medium risk choice in the space. With about 1732 holdings, it effectively diversifies company-specific risk. Invesco RAFI US 1500 Small-Mid 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, PRFZ is a sufficient option for those seeking exposure to the Style Box - Small Cap Blend area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell 2000 ETF (IWM) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While iShares Russell 2000 ETF has $63.93 billion in assets, iShares Core S&P Small-Cap ETF has $78.51 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%. 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 Invesco RAFI US 1500 Small-Mid ETF (PRFZ): ETF Research Reports AppLovin Corporation (APP) : Free Stock Analysis Report iShares Russell 2000 ETF (IWM): ETF Research Reports iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Carvana Co. (CVNA) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
