Expense-conscious investors face a tradeoff between higher yield and long-term resilience when choosing between these two bond ETFs.The State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB 0.09%) stands out for its ultra-low fees and higher yield, while the iShares iBoxx Investment Grade Corporate Bond ETF (LQD 0.01%) is larger and has held up better during tough bond markets.Both SPLB and LQD target U.S. investment-grade corporate bonds, making them core options for fixed income exposure. The mai ...

产品概述 - CoinShares Altcoins ETF (DIME) 为投资者提供对一系列区块链网络的等权重敞口 这些网络正成为传统金融的基础设施 [1] 投资主题与展望 - 公司对相关市场至2026年的展望材料中阐述了该产品的投资主题 [1]

The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT ) doesn't have the prettiest chart when you look back at the past few years. ...

公司概况与投资策略 - Avantis Investors是美国世纪投资公司旗下分支，成立于2019年，其管理的总资产规模已超过1000亿美元[2] - 公司提供采用“系统性主动†”方法的ETF，旨在将主动投资与被动投资的优势相结合[1] - 公司的投资方法注重成本控制，同时利用主动投资能力提供定制化的资产配置[2] 核心产品表现与分析 - 公司旗下表现最佳的ETF是AVDV，即Avantis国际小盘价值ETF，其年度管理费为36个基点[3] - AVDV的投资策略旨在结合指数投资的透明度、分散化优势以及主动、基于价格的决策所带来的价值[3] - 该主动型外国股票ETF专注于寻找符合其价值观点的小盘公司[3] - 截至数据统计时，AVDV的年内回报率达到49.2%，表现超越了其ETF数据库类别同期的平均回报[4] - 该ETF在所有跟踪的时间段内（从过去一个月到过去五年）均跑赢了类别平均水平[4] - 该ETF今年强劲表现的部分原因是对矿业和金属公司的关注，截至12月23日，其单一行业权重不超过17%[5] 产品定位与市场机遇 - AVDV等ETF产品为投资者提供了一种整合主动与被动投资优势的解决方案，无需自行搭配组合[1][5] - 随着许多投资者寻求增加外国股票类别的敞口，此类产品可能成为满足需求的有力工具[5] - 展望未来，AVDV可能成为投资组合中一个强有力的长期持有标的[5]

基金概况 - 基金名称为JLens 500 Jewish Advocacy U.S. ETF，代码TOV，于2025年2月26日推出 [1] - 该基金为被动管理型交易所交易基金，旨在广泛覆盖美国股市的大盘混合型板块 [1] - 基金发起方为Jlens Invest Jewishly，已积累资产超过2.0545亿美元，属于该板块中等规模的ETF [1] 投资策略与风格 - 基金投资于大盘股公司，这类公司通常市值超过100亿美元，业务稳定，现金流可预测，波动性低于中小盘公司 [2] - 作为混合型ETF，其持仓包含成长股、价值股以及兼具两种特征的股票 [2] - 基金追踪JLENS 500 JEWISH ADVOCACY U.S. INDEX，该指数旨在提供美国大盘股敞口，同时与JLens的犹太价值观支柱保持一致 [6] 成本与收益 - 基金年运营费用率为0.18%，是该领域费用较低的产品之一 [3] - 基金12个月追踪股息收益率为0.75% [3] 资产配置与持仓 - 基金在信息技术板块的配置最重，约占投资组合的34.7%，金融和电信板块位列其后 [4] - 在个股持仓中，英伟达公司占比最高，约占总资产的7.34%，其次是苹果公司和微软公司 [5] - 前十大持仓合计约占管理总资产的40.04% [5] - 基金持有约497只证券，有效分散了个股风险 [7] 业绩表现 - 自成立以来，该基金已上涨约20.87% [6] - 在过去52周内，其交易价格区间为20.87美元至29.08美元 [6] 行业比较与替代品 - 该基金在Zacks ETF评级中获3级，即“持有”评级 [8] - 作为同类产品，iShares Core S&P 500 ETF资产规模为7680.7亿美元，费用率为0.03% [9] - 同为同类产品的Vanguard S&P 500 ETF资产规模为8320.1亿美元，费用率也为0.03% [9] 行业趋势 - 被动管理型ETF因其低成本、高透明度、灵活性和税收效率，日益受到机构和个人投资者的欢迎 [10] - 这类基金是长期投资者的优秀投资工具 [10]

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Past performance does not indicate future returns, but seeing poor performance on an ETF you like is unnerving. In those moment, it's worth remembering that a good strategy should deliver strong risk adjusted returns over the full market cycle. There might be moments where the results look like luster compared to their benchmark or peers.But it's more important to know that if that underperformance makes sense given the market conditions, if a fund stumble when you expect it, it should also recover when you ...

Avantis Investors’ first $100 billion didn’t even take a century. The six-year-old firm, part of American Century Investments, is a recent success story in the rise of ETFs, particularly actively managed ones. Its growth has accelerated over the past year and a half, doubling its assets under management. Year to date, Avantis has seen about $28 billion in net new money, Chief Investment Strategist Phil McInnis said. SUBSCRIBE:  Receive more of our free ETF Upside newsletter. READ ALSO: VanEck Ties Latest ...

The Vanguard High Dividend Yield Index Fund ETF Shares ( VYM ) is an alternative offered by the market for exposure to US large caps, with a marked bias toward the dividends of thoseAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no b ...