文章核心观点 - 嘉信美国股息权益ETF为寻求平衡收益的投资者提供了一个理想的工具 它通过投资于高股息的大型价值股 在提供稳定被动收入的同时 也具备资本增值的潜力 尤其适合风险承受能力高于债券但寻求股票市场收益的投资者 [1][2][12] ETF产品概况 - 该ETF由嘉信理财管理 成立已14年 净资产规模超过710亿美元 是规模最大的高收益ETF之一 [4] - 产品费率极低 仅为0.06% 即每投资100美元仅收取0.06美元费用 [5] - ETF按季度支付股息 其30天SEC收益率为3.8% 接近10年期美国国债4.2%的收益率 [6] - 自2011年10月成立以来 基金价值已增长超过两倍 [13] 投资组合与策略 - 基金主要投资于大盘高股息股票 约90%的资产投资于市值超过150亿美元的公司 [8] - 投资组合高度分散 单一持仓不超过基金总资产的5% [8] - 超过一半的资产集中投资于三个行业：能源、必需消费品和医疗保健 因为这些行业的领先公司通常重视股息增长 [9] - 基金市盈率仅为16.5倍 显著低于标普500指数30.8倍的市盈率 凸显其价值投资属性 [7] 重点持仓行业分析 - **能源行业**：持仓覆盖油气价值链的龙头企业 包括综合巨头雪佛龙、勘探生产商康菲石油和EOG资源、油服巨头SLB、中游企业ONEOK以及下游企业瓦莱罗能源 以此管理行业风险 [10] - **医疗保健行业**：前四大持仓为默克、安进、百时美施贵宝和艾伯维 这些公司股息收益率高 估值从极低到合理不等 [11] - **必需消费品行业**：前五大持仓为百事可乐、可口可乐、奥驰亚集团、塔吉特和金佰利 这些公司均提供高股息 且均已连续50多年提高股息 被称为“股息之王” [11] 投资价值与应用 - 该ETF适合寻求以合理估值获取收益股票的投资者 可作为价值投资组合的核心持仓 [12] - 该ETF有助于平衡因近期市场上涨而过度集中于成长股的投资组合 [12] - 该ETF是长期复利积累财富的优质工具 其产生的被动收入可用于退休规划、其他财务目标或再投资 [13]

Compared to other betting stocks, Accel Entertainment toils in relative anonymity, but it's got an interesting story for investors.Brightstar Lottery (BRSL +0.19%), formerly known as International Game Technology, may be a suitable investment option for some investors, particularly those seeking a predictable business model and an attractive dividend yield. So it's by no means a bad idea, but for market participants seeking an off-the-beaten-path wagering idea, there are alternatives.Those looking for a gam ...

These stocks offer high-yielding payouts that should grow in the coming years.The dividend yield on the S&P 500 is near its record low at around 1.1%. That's making it more challenging to find stocks with attractive yields without taking on too much risk. However, there are still some appealing income options out there. Here are six stocks with big-time yields that can provide you with safe income in 2026 and beyond. Clearway EnergyClearway Energy (CWEN +0.68%)(CWEN.A +0.88%) is one of the country's largest ...

Taiwan Semiconductor Manufacturing is positioned to grow rapidly in 2026.Pinpointing the best-performing artificial intelligence (AI) stock for 2026 is no easy feat. It's impossible to know which companies will launch innovative features, or if 2026 will be a year of buildout. Investors only have a bit of information about what to expect in 2026, and using that tidbit to their advantage is the best that they can do.What piece of information can clue investors into 2026's future? Spending projections from th ...

Tom Lee is a top market strategist who tends to be bullish.Tom Lee of Fundstrat is known as a perma bull, meaning he consistently remains bullish on the market. However, despite what some might perceive as a somewhat biased opinion, Lee has largely been right the past couple of years, nailing bullish calls in 2023 and 2024, often when other market strategists were bearish.Lee has also been quite bullish on cryptocurrencies, particularly with regard to Bitcoin and Ethereum (ETH +1.06%). Lee even became the b ...

The Vanguard Industrials ETF is a solid idea, but for investors looking for potential outperformance in this sector, there's another fund to consider.Investors evaluating the universe of industrial sector exchange-traded funds (ETFs) have plenty of options to consider, but it's hard to go wrong with the Vanguard Industrials ETF (VIS +0.93%).Not only is this Vanguard sector ETF up nearly 20% year to date, outperforming the S&P 500 along the way, but it also holds a massive basket of 391 stocks, ensuring inve ...

It's not just the company's content that's grabbing attention.Streaming specialist Netflix (NFLX +0.41%) requires no introduction. The company has become one of the most recognizable brands, especially in media.However, Netflix has made plenty of noise over the past couple of months that deserves closer attention. What exactly is going on? And is the stock still worth investing in after all this noise?Let's find out. Netflix's on-schedule stock splitOne move Netflix made recently that grabbed a lot of atten ...

CoreWeave is shaping the future of cloud computing, and Circle Internet Group is shaping the future of global finance.CoreWeave (CRWV +22.64%) is already disrupting the cloud services industry with infrastructure purpose-built for artificial intelligence. Circle Internet Group (CRCL +6.35%) hopes to revolutionize the financial services industry by connecting enterprises with its stablecoin network. Certain Wall Street analysts think the stocks are deeply undervalued.Brent Thill at Jefferies values CoreWeave ...

The rideshare and delivery giant's shares have performed well this year, but its valuation is still reasonable.Uber (UBER 0.48%) stock has been under pressure recently -- down 20% from its fall peak -- but that didn't eliminate its gains this year. Shares remain up 33% year to date. Despite that stellar performance, the growth stock isn't expensive: It trades at a 1-year forward price-to-earnings ratio of under 19. The current setup might present a compelling opportunity for investors. If you're thinking ab ...

The quantum computing company is an exciting investment opportunity, but it isn't cheap.IonQ (IONQ +4.39%) has consistently surpassed expectations this year. Most recently, it reported $39.9 million in revenue in the third quarter of 2025, which was 37% more than the top end of the expected range and 222% year-over-year growth.Given the recent results and the growth potential of the quantum computing industry, you may be wondering if now is a good time to invest $500 in IonQ. While it's exciting to invest i ...