Trade-offs in cost, yield, and portfolio allocation differentiate these two popular ETFs.Invesco QQQ Trust, Series 1 (QQQ +1.30%) and the SPDR S&P 500 ETF Trust (SPY +0.91%) are two of the most widely traded exchange-traded funds in the U.S., each tracking a different major index. QQQ focuses on the NASDAQ-100, which skews toward technology and growth companies, while SPY mirrors the S&P 500, offering exposure to all eleven sectors. Here is how they stack up on cost, returns, and risk.Snapshot (cost & size) ...

Two consumer staples ETFs go head-to-head on size, history, and structure—see what sets them apart for portfolio builders.The Vanguard Consumer Staples ETF (VDC) (VDC 0.52%) and the Fidelity MSCI Consumer Staples Index ETF (FSTA) (FSTA 0.48%) both target U.S. consumer staples, but VDC stands out for its much larger assets under management (AUM) and longer track record.Both funds aim to capture the U.S. consumer staples sector, making them potential core options for those seeking defensive equity exposure. T ...

Key Points VOOG has outperformed VOO over the past year, but it comes with a higher expense ratio and lower dividend yield. VOOG leans more heavily into technology stocks, while VOO offers broader sector diversification across the S&P 500. VOO is far larger and more liquid, which could appeal to investors prioritizing ease of trading and scalability. These 10 stocks could mint the next wave of millionaires › The Vanguard S&P 500 Growth ETF (NYSEMKT:VOOG) and the Vanguard S&P 500 ETF (NYSEMKT:VOO ...

Expense structure, sector focus, and risk profiles set these two high-dividend ETFs apart in ways that matter for portfolio strategy.Both the Fidelity High Dividend ETF (FDVV +0.41%) and the Vanguard High Dividend Yield ETF (VYM +0.33%) aim to deliver above-average income by focusing on companies with strong dividend profiles. While FDVV introduces sector tilts for yield enhancement, VYM tracks a broad, passively managed index of high-yield stocks, leading to meaningful differences in cost, diversification, ...

文章核心观点 - 文章对比了两只美国小盘股ETF：iShares Core SP Small-Cap ETF (IJR) 和 iShares Morningstar Small-Cap ETF (ISCB) 两者均旨在捕捉美国小盘股表现，但在投资组合构成、成本、流动性及收益方面采取不同策略 [4][5][6] 基金概况与定位 - iShares Core SP Small-Cap ETF (IJR) 是许多投资者的核心持仓，提供主流美国小盘股敞口 [1][4] - iShares Morningstar Small-Cap ETF (ISCB) 采用更广泛的投资组合，策略略有不同 [4][5] 投资组合构成与分散度 - IJR 持有635只证券，前三大持仓为Hecla Mining、Spx Technologies和Dycom Industries，权重均很小，主要权重板块为金融服务、工业和科技 [1] - ISCB 持有1539只证券，数量是IJR的两倍多，提供更广泛的分散度，主要权重板块为工业(19%)、科技(16%)和金融服务(15%)，前三大持仓Ciena、Coherent和Rocket Lab各占资产不到1% [2][5][8] 成本与收益 - ISCB 的费用比率(0.04%)略低于 IJR (0.06%) [3][8] - IJR 的股息收益率为1.9%，显著高于 ISCB 的1.2% [3] 规模与流动性 - IJR 资产管理规模(AUM)高达880亿美元，日均交易量超过600万股，流动性极高 [7] - ISCB 资产管理规模仅为2.57亿美元，交易量远低于IJR [5][7] 投资者适用性 - 优先考虑最大流动性、大规模基金带来的信心以及更高收益的投资者应倾向于选择 IJR [7][9] - 优先考虑最低成本、最广泛小盘股分散度且能接受较低交易量的投资者可能更偏好 ISCB [8][9]

The international ETF actively invests in ex-U.S. equities with a computer-aided approach. The strategy considers stocks from within the MSCI EAFE index, a market cap-weighted index of developed market stocks. FENI looks to beat the index with its approach by emphasizing factors like growth, profitability, and historical valuations. The international ETF space has rewarded investors greatly so far in 2025. One particular strategy, FENI, recently crossed $5 billion in AUM. It has a case for consideration ahe ...

Expense ratios and portfolio structure set these consumer staples ETFs apart, with each offering a distinct approach to sector exposure.The State Street Consumer Staples Select Sector SPDR ETF (XLP +0.79%) stands out for its low cost and larger assets under management (AUM), while the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS +0.54%) offers broader exposure to mid-tier staples stocks via equal weighting.Both XLP and RSPS target the U.S. consumer defensive sector, but XLP tracks the sector’s la ...

Explore how portfolio concentration and sector exposure set these two leading short-term bond ETFs apart for investors.Vanguard Short-Term Bond ETF (NYSEMKT:BSV) and iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) both target the 1–5 year U.S. bond market, but BSV stands out for its lower costs and more concentrated portfolio, while ISTB casts a wider net across thousands of holdings.Both funds aim to provide exposure to short-term U.S. bonds, with BSV focusing on investment-grade bonds and ISTB including ...

Explore how differences in yield, fees, and portfolio breadth shape the appeal of these two leading consumer staples ETFs.The Vanguard Consumer Staples ETF (VDC +0.77%) and the State Street Consumer Staples Select Sector SPDR ETF (XLP +0.79%) both provide U.S. consumer staples exposure. However, XLP is slightly cheaper and offers a higher yield, while VDC holds more stocks and has delivered better five-year returns.Both funds aim to track the consumer staples sector, offering investors defensive exposure th ...

基金概况 - 基金全称为State Street SPDR S&P 600 Small Cap Growth ETF，代码SLYG，于2000年9月25日推出 [1] - 基金为被动管理型ETF，旨在为投资者提供对美国股市小盘成长板块的广泛投资敞口 [1] - 基金发起人为道富投资管理公司，截至分析时点，其资产管理规模已超过36.5亿美元，是同类型中规模较大的ETF之一 [1] 投资策略与标的 - 基金旨在追踪标普小盘股600成长指数的表现（扣除费用前）[7] - 其标的指数旨在衡量美国股市中小盘成长板块的表现，成分股选择范围包括在纽交所、纳斯达克全球精选市场等上市、市值介于2.5亿美元至12亿美元之间的美国普通股 [7] - 基金通过持有约349只成分股，有效分散了个股风险 [8] 成本与收益 - 该基金年运营费用率为0.15%，在同类产品中属于成本较低者 [4] - 其过去12个月的追踪股息收益率为1.1% [4] 行业与持仓分布 - 基金在行业配置上最为侧重工业板块，约占投资组合的20.7%，信息技术和医疗保健板块紧随其后，位列前三 [5] - 在个股持仓方面，Sterling Infrastructure Inc占基金总资产约1.46%，为第一大持仓，其次是Spx Technologies Inc和Interdigital Inc [6] 表现与风险特征 - 年初至今（截至2025年12月10日），该ETF回报率约为6.65%，但过去一年下跌约0.88% [8] - 在过去52周内，其交易价格区间为72.61美元至97.90美元 [8] - 基于过去三年数据，该ETF的贝塔值为1.05，标准差为20.05%，属于中等风险选择 [8] 同业比较 - iShares Russell 2000 Growth ETF和Vanguard Small-Cap Growth ETF是追踪类似指数的同类产品 [11] - IWO资产管理规模为134.6亿美元，费用率为0.24%；VBK资产管理规模为210亿美元，费用率为0.07% [11] - SLYG获得了Zacks ETF评级3（持有），该评级基于预期资产类别回报、费用率、动量等因素 [10]