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Yahoo
3 days ago
- Business
- Yahoo
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
4 days ago
- Business
- Yahoo
Investors taking on more risk through defense, international ETFs
In the latest installment of Yahoo Finance's ETF Report, Invesco's Nasdaq 100 ETF (QQQ) and the iShares Russell 2000 ETF (IWM) are seeing some recovery from April's tariff-induced sell-offs. CFRA Research head of ETF research Aniket Ullal examines the investor behaviors driving ETF inflows, noting the growth in defense funds and international market ETFs. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. Since the early April tariff induced sell-off investors are piling back into risk on trades with both Invesco's NASDAQ 100 pegged ETF and IShares small caps ETF both back in positive territory. But, there are still concerns ahead especially when it comes to the dollar still being under pressure. For this, I want to bring in Aniket Ullal, CFRA's research's head of ETF research. This week's ETF report brought to you by Invesco QQQ. Aniket, great to have you here. Uh talk to me about what you're seeing in the flows. It seems like investors are buying a little bit of risk in everything. Well, uh we try to look at both performance and flows in tandem because sometimes flows can lag uh performance. From a performance perspective what you said earlier is absolutely right. We saw bottom on April 8th, which was of course the date when President Trump paused reciprocal tariffs. Since before that date in the year, you know, SPY was down 18%, uh IBIT the Bitcoin ETF was down significantly, as was QQQ which is really the best proxy from an ETF perspective for the AI trade. All of those ETFs have bounced back significantly since then, most of them 20 plus percentage, in the case of uh IBIT more than 30%. So, from a performance perspective we have seen investors really go back and kind of take on more risk. To your point about the flows, there are certain categories where we've seen significant inflows, uh defense ETFs is one of them, utilities flows another. So, you know, both from a flows and performance perspective, it's a much healthier environment now for ETF investors than of course early April. Yeah. And talk to me about those flows into defense ETFs. What is that signaling to you about sentiment? I I That I think is really driven by what's happening in the uh budget reconciliation process. If you look at the budget there's another $150 billion allocated uh to defense. This is on top of the $850 billion, of course, in annual spending that's funded through a continuing resolution. So, you know, this includes $27 billion for the golden dome project which President Trump has kind of talked about quite a bit. Um so, this really benefits of course the large um defense contractors. You know, we've got ETFs like ITA, which provide exposure to the big defense contractors. But, there's also another huge component here which is software automation process automations benefits firms like Palantir, and ETFs like PPA, which are kind of broader in terms of their defense exposure and hold some of the software and kind of process automation companies actually benefit a lot from the defense trade. So, we actually think PPA is a good proxy, which is an Invesco defense ETF, for the kind of broader defense play when it comes to uh benefiting from the budget reconciliation process. That's that's a really great overview. I want to uh have you do the exact same thing but for international ETF flows. What are you seeing there? And what is it indicating to you about where, or I guess how convicted investors are in the narrative that international is going to continue to outperform U.S.? It's going to be interesting to see how patient investors are with international. In the past we have seen investors sometimes go to international when we've seen some seen some weakness in the U.S. and then pull back. So far, this year flows have been very strong particularly within uh Europe, and we starting to see in in emerging markets, emerging markets ex China be kind of an interesting trade. Within Europe of course, Germany is one of the engines of Europe. Uh we've seen stimulus in Germany in terms of, you know, 500 billion Euro um infrastructure uh build, you know, spending allocation. Uh we've seen defense stocks really lead that. And the way we think about European allocation is it's really a complement to U.S. allocation because U.S. ETFs are very very tech uh dominated, very dominated by the AI trade. If you look at European ETFs in general, they tend to have less than 5% to 10% of their exposure to IT. It's a lot more financials, it's a lot more industrials. And industrials really benefit from some of the stimulus we talked about. So, we think European trading is here to stay, but it's really non tech driven. It's much between industrials and financials play. Mm yeah. So given that, because the U.S. continues to win when it comes to large cap tech uh how much is the U.S. equity market sort of relying on a dollar snap back in order to have some sort of catalyst to new or all time highs? I think I think your intro, you know, you said it well, which is that is this 2020, probably not. Because you know, there are factors that are different now than than we saw last year, right, which was the very AI driven trade. Now we've got dollar weakness. We've got much more of course driven by uh tariff uncertainty. So, if this year we've seen the dollar, if you look at a trade weighted basket uh index of the dollar against trade weighted basket of currencies, it's down about 5% to 6% this year. That's That's actually improvement from a couple weeks ago. And because of that we've seen money go into uh currency ETFs, you know. You look at ETFs like FXY, which is kind of a uh Yen USD uh trade that's taken in over $400 billion. FXE, which is the Euro USD pair, uh is taken in $300 million. So, we have seen investors kind of go into currency ETFs as a way to capture some of this dollar depreciation. We have seen dollar depreciation moderate a little bit, but I think there's a lot we need to watch in the next couple of weeks particularly with what happened with the pause on tariffs on July 9th and how that plays out. Aniket, really appreciate you joining us. Thank you so much. Thank you.
Yahoo
4 days ago
- Business
- Yahoo
Investors taking on more risk through defense, international ETFs
In the latest installment of Yahoo Finance's ETF Report, Invesco's Nasdaq 100 ETF (QQQ) and the iShares Russell 2000 ETF (IWM) are seeing some recovery from April's tariff-induced sell-offs. CFRA Research head of ETF research Aniket Ullal examines the investor behaviors driving ETF inflows, noting the growth in defense funds and international market ETFs. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. 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
29-05-2025
- Business
- Yahoo
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
- Business
- Yahoo
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
