IJR - iShares Core S&P Small-Cap ETF
| Previous Close | 77.91 |
| Open | 77.91 |
| Bid | 77.49 x 2900 |
| Ask | 77.50 x 800 |
| Day's Range | 77.14 - 78.01 |
| 52 Week Range | 65.04 - 90.56 |
| Volume | 2,056,283 |
| Avg. Volume | 2,705,401 |
| Net Assets | 44.74B |
| NAV | 77.94 |
| PE Ratio (TTM) | N/A |
| Yield | 1.43% |
| YTD Return | 13.13% |
| Beta (3Y Monthly) | 1.24 |
| Expense Ratio (net) | 0.07% |
| Inception Date | 2000-05-22 |
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ETFs that can help reduce volatility amid U.S.-China trade talks
Trade negotiations between the U.S. and China are set to resume tomorrow in Washington. Todd Shriber, Staff Writer at Benzinga, joins Seana Smith on The Ticker to discuss how investors can use dividend growth ETFs to reduce volatility amid trade uncertainty.
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7 Small-Cap ETFs to Buy Now
Last August, the Russell 2000 hit an all-time high. Since then, it has been mostly downhill. However, in May, the index has shown a little life, suggesting small-cap stocks are about to make a comeback. If that's the case, you're going to want to buy these seven small-cap ETFs. Not convinced? Let me provide you with a little evidence. "Based on the historic ratio between price-to-earnings on the small cap index versus large cap, we've moved beyond neutral, and small-caps are now cheaper than the historic average," Craig Callahan, president of Icon Investments told MarketWatch in early May. "While not at extreme levels, it is pointing toward a place where small-caps can be a future leader."InvestorPlace - Stock Market News, Stock Advice & Trading TipsAccording to a small-cap strategist with Jefferies, the Russell 2000 trailed the S&P 500 in the two months by 5.7% in the two months between Feb. 22 and April 22. As stocks go, small-caps are looking far more attractive than large caps at this point, not the least of which is the argument that small caps have far less exposure to the trade war, selling and producing much of their goods right here in the U.S. * 6 Big Dividend Stocks to Buy as Yields Plunge Not to mention, it always makes sense to have a diversified portfolio of stocks across all market caps to benefit from different stages of an economic cycle. Small-cap stocks are the unsung innovators of our economy, many of them available at value-like prices. If you want to field a complete team, these seven small-cap ETFs will help you do that. Small-Cap ETFs to Buy: SPDR Portfolio Small Cap ETF (SPSM)Expense Ratio: 0.05%, or $5 per $10,000 invested annually.The SPDR Portfolio Small Cap ETF (NYSEARCA:SPSM) is one of State Street's low-cost core ETFs that provide investors with a diversified portfolio of core asset classes. SPSM tracks the performance of the SSGA Small Cap Index, which replaced the Russell 2000 in November 2017. The index is intended to cover small-cap stocks listed on U.S. exchanges with a market cap of at least $100 million, a share price of $1 or more, and a free float ratio of at least 25%. The index currently holds 2,171 small-cap securities while the fund's slightly smaller at 1,934 holdings and a weighted average market cap of $2.6 billion. By charging just 0.05% annually, it's an excellent way to gain exposure to some of America's next great companies. Year to date, it's up 12.1%. iShares Core S&P Small-Cap ETF (IJR)Expense Ratio: 0.07%The iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) is one of only six small-cap ETFs included in a list of the 100 largest funds by total net assets. As of May 28, it had $42.3 billion in total net assets. Like SPSM, this is one of iShares' building blocks to a foundational ETF portfolio. IJR tracks the performance of the S&P SmallCap 600, a float-adjusted market cap index representing 3% of all publicly traded U.S. equity securities. The average market cap of IJR's holdings is $300 million less than the benchmark. The ETF currently holds 602 stocks, 89% of which are small-cap stocks with mid-caps accounting for another 3% and micro caps the remaining 8%. The average holding has a price-to-prospective earnings ratio of 16.9. Its top 10 holdings accounted for just 5.3% of the overall portfolio. * 7 Bank Stocks to Leave in the Vault Year to date, it's up 8.9%. It charges just 0.07% annually in fees. JPMorgan Diversified Return U.S. Small Cap Equity ETF (JPSE)Source: FlickrExpense Ratio: 0.29%JPMorgan (NYSE:JPM) has gotten serious about ETFs in the past two years, and that's good news for its investors. In 2018, investors put $16.8 billion in ETFs run by JPMorgan Asset Management, 10 times higher than the amount invested a year earlier. One of the funds gaining favor with investors is the JPMorgan Diversified Return U.S. Small Cap Equity ETF (NYSEARCA:JPSE), which got its start in November 2016, and has $169 million in total net assets. The ETF tracks the performance of the JP Morgan Diversified Factor US Small Cap Equity Index, a collection of small-cap stocks selected from the Russell 2000 chosen based on value, momentum and quality criteria. The companies in the index vary in market cap from $23 million to $12 billion. The ETF currently holds 869 stocks with a turnover ratio of 30.5%, which means it replaces the entire portfolio approximately every three years. Year to date, it's up 10.5%. It charges 0.29% annually in fees. Although higher than many of the ETFs on this list, the rules-based nature of the ETF makes the extra cost worthwhile. Principal U.S. Small-Cap Multi-Factor Index ETF (PSC)Source: Shutterstock Expense Ratio: 0.38%If JPMorgan is less known to ETF investors, I would think Principal Financial's (NYSE:PFG) ETFs are virtually unknown to regular investors. However, I thought it made sense to include a small-cap ETF from seven different ETF providers, so the Principal U.S. Small-Cap Multi-Factor Index ETF (NYSEARCA:PSC) made the cut. Except for the two international small-cap ETFs on this list, PSC is the most expensive of the funds at 0.38% annually. For that, investors get an ETF that tracks the performance of the Nasdaq US Small Cap Select Leaders Index, an index that uses growth and value quantitative factors to select stocks from the Nasdaq US Small Cap Index. * 7 Stocks to Buy for Monster Growth With a total of 454 holdings, PSC has managed to attract $333 million in net assets in less than three years. An interesting difference with the index is that stocks are weighted by liquidity and volatility. Too little of the first criteria and too much of the second and a stock's weighting is lower. And vice versa. Year to date, it's up 8.4%. ProShares Russell 2000 Dividend Growers ETF (SMDV)Expense Ratio: 0.4%When you think of small caps, you rarely think of dividend stocks. However, the ProShares Russell 2000 Dividend Growers ETF (NYSEARCA:SMDV) is the only ETF that focuses on small-cap stocks from the Russell 2000 that have increased dividends for 10 consecutive years. If you're a fan of dividend stocks, SMDV has got to be up for consideration. Besides the fact that this ETF invests in dividend stocks, this fund has got a few other attractive qualities. For starters, there are only 60 holdings. That means you're getting a decent weighting for every one of the small caps in the ETF. Secondly, the holdings are equally weighted and rebalanced four times a year in March, June, September and December. I've always liked equal-weight funds because they aren't reliant on one or two stocks to deliver most of the returns. Lastly, its 30-day SEC yield is 2.2%, an excellent complement to the capital appreciation you expect from small-cap stocks. Year to date, it's up 8.9%. Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)Expense Ratio: 0.12%If you're going to talk about ETFs, you must have at least one from Vanguard. I've chosen the Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS), which charges a very reasonable 0.12% annually, because it has an interesting list of top-10 holdings. How so?Well, the ETF excludes the U.S. and only has a North American weighting of 14.2%, yet Canadian stocks account for all of its top-10 holdings. Tracking the FTSE Global Small Cap Ex US Index, a float-adjusted, market-cap-weighted index, Canada represents the second-largest holding by country, behind Japan at 16% and ahead of the UK at 11.2%. It invests in 46 different markets. VSS has a total of $5.5 billion in net assets invested in 3,586 stocks. That compares to 3,449 stocks for the index itself. The median market cap of the ETF's holdings is $1.6 billion. The portfolio turnover rate is just 15%, which means it replaces all of its holdings every 6.5 years. * 7 Stocks to Sell Amid an Escalating Trade War Vanguard continues to be a great way to gain global exposure to stocks small and large. Year to date, the VSS ETF is up 8% WisdomTree International SmallCap Equity Fund (DLS)Expense Ratio: 0.58%The WisdomTree International SmallCap Equity Fund (NYSEARCA:DLS) tracks the performance of the WisdomTree International SmallCap Index. The index represents the bottom 25% of the market cap of the WisdomTree International Equity Index after the top 300 companies have been removed. It excludes dividend-paying stocks from the U.S. and Canada. Of the index's 1,588 holdings, 28% have market caps between $2 billion and $10 billion. The remaining 72% have market caps of less than $2 billion. The top three countries by weighting are Japan (25%), the UK (15%) and Australia (11%). The top-10 holdings account for 6% of the fund's $1.6 billion in total net assets. In terms of sector representation, the top three by weight are industrials (22%), consumer discretionary (16%), and financials (14%). The most expensive of the seven ETFs at 0.58% in fees, don't let its year-to-date performance of 7% fool you. Long-term you're going to like having this dividend ETF in your corner to deliver performance when the U.S. doesn't. At the time of this writing Will Ashworth did not hold a position in any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 7 Stocks to Sell Impacted by the Mexican Tariffs * 6 Big Dividend Stocks to Buy as Yields Plunge * The 10 Biggest Announcements From Apple WWDC 2019 Compare Brokers The post 7 Small-Cap ETFs to Buy Now appeared first on InvestorPlace.
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5 Safe ETFs to Ride Out Market Uncertainty
Amid another flareup in the ongoing U.S./China trade dispute, market uncertainty is creeping higher. Earlier this week, the CBOE VIX Volatility Index, a widely followed gauge of investor uncertainty, spiked higher, prompting some analysts to speculate about a technical breakout.While market turbulence and uncertainty may reside on the higher end of the spectrum over the near-term, taking advantage of that theme via volatility-related exchange-traded funds (ETFs) is not something every investor indulges in. Volatility-related products are not safe ETFs. Rather, those products are intended for aggressive, sophisticated traders. * 10 Great Stocks to Buy on Dips Investors do not need to fret. There are plenty of funds that qualify as safe ETFs that help investors stay engage with equities while the U.S. and China workout their trade differences. Here are some ETFs to consider that could prove useful (and durable) over the near-term.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)Expense Ratio: 0.30% per year, or $30 annually per $10,000 investedFor investors looking for a safe ETF that also includes a steady income stream, the Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD) is an idea to consider. The $3.21 billion SPHD currently yields 4%, or more than double the dividend yield on the S&P 500. SPHD's 50 holdings are the S&P 500 members with the highest dividend yields and the lowest trailing 12-month volatility, making the fund suitable for investors looking to skirt market turbulence.Because SPHD identifies stocks by dividend and volatility traits, this safe ETF's sector bets are not surprising. Currently, the Invesco fund devotes almost 38% of its combined weight to the real estate and utility sectors, groups known for above-average yields and below-average volatility.While SPHD is lagging the S&P 500 this year, the fund has held up somewhat better than the broader market since trade tensions sparked increased volatility last week. SPHD resides about 3.70% below its all-time high. For investors looking to make a long-term bet on a safe ETF, SPHD also makes sense because the fund pays a monthly dividend. iShares Edge MSCI Min Vol USA ETF (USMV)Expense Ratio: 0.15%As the largest low volatility ETF, the iShares Edge MSCI Min Vol USA ETF (CBOE:USMV) is bound to draw increased attention when headline risk rises and that has been the case in recent days as USMV is one of the top asset gatherers among U.S.-listed ETFs since the end of April.Minimum volatility "strategies aim to create a holistic portfolio with lower risk than the market," according to BlackRock. "The factor has historically delivered lower downside capture, but lower upside potential as well, making it more appropriate for investors seeking to reduce risk while still maintaining potential for returns similar to the broader market." * 10 Lithium Stocks to Buy Despite the Market's Irrationality USMV is a safe ETF, relatively speaking, but that does not make it a risk-free bet. Only about 44% of the ETF's sector allocations can be considered defensive and many of the fund's marquee holdings are large-cap multi-nationals that could be pinched by an ongoing trade spat with China, related tariffs or a subsequent rally by the U.S. dollar. iShares Core S&P Small-Cap ETF (IJR)Expense Ratio: 0.07%Small-cap stocks are usually more volatile than larger companies, so the current market environment may not appear conducive to embracing small-cap equities and ETFs such as the iShares Core S&P Small-Cap ETF (NYSEARCA:IJR). Upon further examination, IJR may indeed qualify as a safe ETF at the moment.Small caps typically generate the bulk of their revenue within the U.S., insulating them from trade wars. That is one advantage. Another advantage is that by virtue of that domestic focus, small caps are not pinched by a stronger U.S. dollar as are large-cap, multi-national companies. Amid geopolitical risk, global investors often bid the safe-haven dollar higher. That is often a drag on riskier assets, but a scenario small caps often meet with aplomb.At the sector level, IJR, which tracks the S&P SmallCap 600 Index, cements its domestic focus by allocating approximately half its weight to industrial, financial services and consumer discretionary names. In small-cap territory, those sectors are usually focused on the U.S. economy and do not have export-driven business models. Invesco S&P SmallCap Financials ETF (PSCF)Expense Ratio: 0.29%A small-cap sector fund rarely screams "safe ETF," but considering the lack of international exposure of small-caps and the same being true of the financial services sector, the Invesco S&P SmallCap Financials ETF (NASDAQ:PSCF) could prove to be a safe ETF.Consider this: over the past week, PSCF is down 0.40% while the large-cap S&P 500 is lower by 1.47% over the same period. Additionally, more than 37% of PSCF's 135 holdings are classified as value stocks, more than triple the number of names in the fund that are classified as growth stocks. As a result, PSCF trades at compelling multiples relative to broader small-cap benchmarks, such as the S&P SmallCap 600 and the Russell 2000. * 7 Cloud Stocks to Buy on Overcast Days Over the near-term, PSCF could prove to be a tactical, safe ETF play for slightly aggressive investors. PSCF has recently seen modest outflows, but that situation could rapidly reverse if the fund continues proving sturdy against large-cap plays. ProShares S&P 500 Dividend Aristocrats ETF (NOBL)Expense Ratio: 0.35%The ProShares S&P 500 Dividend Aristocrats ETF (CBOE:NOBL) is the second dividend fund on this list of safe ETFs and this dividend growth play merits plenty of consideration in this conversation. Recent and long-running history confirm that NOBL and its underlying index, the S&P 500 Dividend Aristocrats Index, are usually less volatile than broader equity indexes.Confirming NOBL's status as a safe ETF, the fund has a penchant for performing less poorly than the S&P 500 when the broader market slumps. NOBL did just that last year and its underlying index has even notched a few positive annual performances in years in which the S&P 500 finished lower.NOBL has a dividend yield that is nearly 30 basis points higher than the S&P 500's plus a quality tilt by virtue of its dividend growth emphasis make this a premier safe ETF idea for the current market environment.Todd Shriber owns shares of SPHD. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Dangerous Dividend Stocks to Stay Far Away From * 7 Tips for New Investors Young and Old * 10 Great Stocks to Buy on Dips Compare Brokers The post 5 Safe ETFs to Ride Out Market Uncertainty appeared first on InvestorPlace.
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S&P 500 exchange traded funds, such as the SPDR S&P 500 ETF (SPY) , iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO) , and other broad market ETFs are soaring to start 2019. Smaller stocks are participating as well as highlighted by the early 2019 showings for ETFs, such as the SPDR Mid-Cap 400 (MDY) and the iShares Core S&P Small-Cap ETF (IJR) , which tracks the S&P Small-Cap 600 Index. “In the first seven trading days of 2019, the S&P 500 returned 3.6%, its 12th best start on record since 1928 and best since 2003,” said S&P Dow Jones Indices in a recent note.
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