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This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs can play within a portfolio.
Take Park Aerospace (NYSE: PKE), which dropped 10% upon news that it'd be removed from the S&P Small-Cap 600 index. Or Kennedy-Wilson (NYSE: KW), which rose 10% on news that it'd be added to the small
Actively managed ETFs have started 2023 well, seeing 40% of total ETF flows this year compared to less than 14% last year. The actively managed class of ETFs was also the focus of a conversation betwe
A $1.8 billion fund will be merged into a $5.2 billion fund.
Small-cap ETFs have started the year hot relative to other investment factors, whether thanks to their valuations or their ability to be nimble. Today, the VettaFi voices gather around the water coole
Smart investors will think small.
Style Box ETF report for IJR
Schwab U.S. Small-Cap ETF, SCHA, seeks to track the performance of the Dow Jones U.S. Small-Cap Total Stock Market Index. iShares Core S&P Small-Cap ETF, IJR, seeks to track the performance of the S&P

30 ETF Milestones Over 30 Years

01:08am, Saturday, 21'st Jan 2023
The first U.S.-listed ETF's launch in 1993 sparked a series of innovations that expanded the industry.
The default options for many investors are the large-cap S&P 500 index and the small-cap Russell 2000. However, their lesser-known cousins, the S&P 600 small-cap index (IJR) and the S&P 400 mid-cap in
Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just
These are the questions on every investor's mind: Have markets really priced in the severity of the Fed's campaign against inflation? How bad would a 2023 recession be — if there is one at all?
Style Box ETF report for IJR

ETFs Find a Role in a Long-Term Portfolio

12:01pm, Tuesday, 29'th Nov 2022
Albion Financial's Jason Ware sees funds as mainstays in ‘core-satellite' planning.
This is an update on an article I wrote about half a year ago, motivated by the new technical and fundamental signs for the small-cap sector that I am seeing. These signs signal that small caps are po
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