A version of this article appeared in the August 2017 issue of Morningstar ETFInvestor. Download a complimentary copy of ETFInvestor here. Depending on which index provider's definition you rely on, ...
Size investing targets smaller and, generally, more nimble companies. Investing in low size is empirically and economically supported and can be easily accessed through low-cost ETFs. There are ...
In a crowded field, iShares MSCI USA Size Factor ETF SIZE offers a distinctive way to tilt toward smaller-cap stocks. It has almost no exposure to small-cap stocks. Instead, it tracks the MSCI USA ...
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ISCV charges a much lower fee and holds nearly four times as many stocks as IJJ. ISCV has delivered a higher 1-year total return but with a steeper maximum drawdown, while IJJ has delivered a higher 5 ...
I last wrote on the SPDR® S&P 500 ETF Trust (NYSEARCA:SPY) in late April. That article was titled "SPY Fund Flows Suggest Near-Term Stability For The S&P 500." As the title already hinted, the focus ...