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Is SCHF the Right International ETF for a Diversified Portfolio?
The Motley Fool· 2025-12-23 22:28
With international stocks back in style, investors are looking for diversification -- and this ETF delivers plenty of it.It may be an understatement to say international stocks are experiencing an epic renaissance in 2025. With time running out on the year, it's clear the MSCI EAFE Index will beat the S&P 500 for just the second time since 2019 and will do so by a wide margin.That spells relief for investors who had embraced international equities in the name of diversification, only to be left disappointed ...
GDXY: Not Enough Upside, Too Aggressive On Income
Seeking Alpha· 2025-12-23 17:00
Back in April, when I was near the peak of "pounding the table" about gold and gold miners (even from before that, but I really started going around that time), I covered the YieldMax Gold Miners Option Income Strategy ETF (Newsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing my views through concentrated, asymmetrical, and high-co ...
SCHD: Far Cheaper Than The U.S. Market
Seeking Alpha· 2025-12-23 01:04
基金概况 - 嘉信美国股票股息ETF是全球最受欢迎的股息基金之一 [1] - 该基金是同类产品中的巨头 净资产规模达720亿美元 [1]
2 Closed-End Funds For Utility Exposure With Monthly Distributions
Seeking Alpha· 2025-12-22 23:15
To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.Utilities are often a relatively boring part of the overall equity market, producing regular cash flows to help fund generally growing dividends. They are ...
VIDEO: ETF of the Week: AVUV
Etftrends· 2025-12-22 16:45
On this episode of the "ETF of the Week†podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Avantis U.S. Small Cap Value ETF (AVUV) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF. Chuck Jaffe: One fund, on point for today. The expert to talk about it. This is the ETF of the Week! Welcome to the ETF of the Week, where we get the latest take from Todd Rosenbluth, the head of research at VettaFi. And if y ...
FEZ: Euro Bull Was One Of My Best Calls In 2025, And I Expect Continued Gains In 2026
Seeking Alpha· 2025-12-22 04:59
文章核心观点 - 文章旨在评估SPDR EURO STOXX 50 ETF (FEZ)在当前市场价格下作为投资选择的潜力[1] 作者背景与投资策略 - 作者自2008年起从事金融服务并开始投资生涯 职业生涯前半段在纽约 之后移居北卡罗来纳州并获得MBA学位 在银行业工作[1] - 作者的投资策略是投资于优质资产并进行多元化配置 在合适时机增持 并专注于长期投资 避免追逐风险或试图过快获利[1] - 作者的投资组合包括广泛市场ETF、行业/非美国ETF、另类资产、个股以及北卡罗来纳州的市政债券[1] - 作者还在CEF/ETF Income Laboratory投资小组中贡献内容 专注于宏观分析 该小组提供管理收益投资组合等服务[1] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对FEZ、SCHF、VOO、QQQ、DIA、RSP、CEF、FLGB、IAU持有实质性的多头头寸[2]
VOO vs. QQQ: Is S&P 500 Stability or Tech-Focused Growth the Better Choice for Investors?
The Motley Fool· 2025-12-21 23:00
Fee-conscious investors and those seeking broader diversification will find key differences in how these two ETFs shape a portfolio.The Invesco QQQ Trust, Series 1 ETF (QQQ +1.30%) and the Vanguard S&P 500 ETF (VOO +0.89%) are two of the most popular exchange-traded funds. Each offers exposure to large-cap U.S. stocks, but with distinct approaches. QQQ tracks the NASDAQ-100 Index, which is heavily weighted toward technology, while VOO follows the S&P 500 Index. This comparison highlights key differences in ...
Does QQQ's Tech-Focused Growth Outweigh SPY's S&P 500 Stability? What Investors Need to Know
The Motley Fool· 2025-12-21 09:15
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) ...
TLTW: Covered Call Long-Term Treasury ETF, Double-Digit Distributions, Strong Momentum, Significant Risk
Seeking Alpha· 2025-12-21 04:15
At the CEF/ETF Income Laboratory , we manage ~8%-yielding closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios to make income investing easy for you. Check out what our members have to say about our service.The iShares 20+ Year Treasury Bond Buywrite Strategy ETF (BATS: TLTW ) has been one of the best-performing bond ETFs of the year, with total returns of 11.6% YTD, 7.5% since I last covered the fund . ReturnsJuan de la Hoz has worked as a fixed income trader, financial analyst, operations ana ...
Tech ETFs: What Do Investors Need to Know About XLK and FTEC?
Yahoo Finance· 2025-12-20 20:31
文章核心观点 - 文章对比了两只专注于美国科技行业的交易所交易基金:State Street Technology Select Sector SPDR ETF (XLK) 和 Fidelity MSCI Information Technology Index ETF (FTEC) 两者在投资目标、费用和核心持仓上高度相似,但在投资组合广度、资产规模、流动性和持股集中度方面存在关键差异 [4][5][6][9] 基金概况与持仓结构 - XLK追踪标普500指数中的科技板块,持有70家公司,持仓高度集中于巨头,其前三大持仓英伟达、苹果和微软合计占资产超过三分之一 [2] - FTEC覆盖更广泛的美国科技公司,持有294只证券,包含一些标普500指数以外的小型公司,提供了额外的多元化 [1][7] - 两只基金的前三大持仓均为英伟达、微软和苹果,但各自权重不同,FTEC中英伟达权重更高,而微软和苹果的个体权重较低 [1] - 两只基金的行业敞口几乎完全相同 [1] 财务表现与成本 - 两只基金的费用率相同,均为0.08%,成本差异可忽略不计 [3][6] - XLK的过去一年总回报率略高于FTEC,股息收益率也略高 [3] - XLK的资产管理规模远大于FTEC,达到956亿美元,而FTEC为166亿美元 [8] - XLK拥有27年的历史记录,是现存最古老的行业ETF之一,其庞大的资产规模使其成为流动性最高的科技基金之一 [2][5] 主要差异与投资者考量 - 主要差异体现在投资组合广度、资产管理规模和流动性上 [4][5] - FTEC持有近300只证券,是XLK(70只)的4倍多,提供了更广泛的多元化 [7] - XLK凭借其显著更高的资产管理规模,在流动性方面具有轻微优势 [5][8] - 对于关注费用的投资者而言,收益率和流动性是主要的区分因素 [3] - 尽管存在差异,但对于长期看好科技行业增长的投资者而言,任何一只基金都是可靠的投资工具 [9]