IUSG - iShares Core S&P U.S. Growth ETF
| Previous Close | 63.87 |
| Open | 63.92 |
| Bid | 60.00 x 3100 |
| Ask | 64.80 x 1100 |
| Day's Range | 63.89 - 64.28 |
| 52 Week Range | 49.14 - 64.73 |
| Volume | 521,698 |
| Avg. Volume | 511,984 |
| Net Assets | 6.73B |
| NAV | 63.84 |
| PE Ratio (TTM) | 11.91 |
| Yield | 1.33% |
| YTD Return | 22.22% |
| Beta (3Y Monthly) | 0.99 |
| Expense Ratio (net) | 0.04% |
| Inception Date | 2000-07-24 |
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5 Ultra-Cheap Growth ETFs to Tap on Global Stimulus Hopes
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Large-Cap Growth ETF (IUSG) Hits New 52-Week High
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5 Top-Ranked ETFs & Stocks to Bloom in Spring
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The 45 Cheapest Index Funds in the ETF Universe
Vanguard. Schwab. iShares. SPDR. All of these exchange-traded fund (ETF) giants undercut each other for years by putting out the cheapest index funds they could. All competed against each other in a so-called "race to zero."And all lost to the most unlikely of dark horses.Upstart SoFi recently rattled the low-cost establishment by becoming the first provider to launch ETFs with zero annual expenses - and did so with the launch of its first two ETFs. (For the record, Fidelity introduced the first no-fee index funds in the mutual fund industry back in August 2018.)The large-cap SoFi Select 500 ETF (SFY) and mid-cap SoFi Next 500 ETF (SFYX) joined the markets on Thursday, April 11. Each fund has a listed expense ratio of 0.19%, but SoFi will waive those fees through at least June 30, 2020. That clearly will make them the cheapest ETFs in their respective categories.But it doesn't cost much to invest in any corner of the market. A host of other categories feature index funds that, while not totally free, charge microscopic fees that make them extremely cost-efficient.Here are 45 of the cheapest index funds in the U.S. ETF universe. These ETFs, listed by Morningstar category, cover stocks, bonds and other assets across a wide range of strategies. SEE ALSO: The 19 Best ETFs for a Prosperous 2019
- InvestorPlace
7 ETFs for a Millennial Portfolio
In the investment community, millennials get plenty of attention. Whether it is the wealth millennials stand to one day inherit from their parents, trends tied to the generation's spending habits or the specific investments being embraced by millennials, the generation with birthdays ranging from 1980 to 2000 is on Wall Street's radar in significant fashion.One thing is clear: millennial investors like exchange-traded funds (ETFs). According to a Charles Schwab survey released in June 2018, nine in 10 millennials view ETFs as important to portfolios and a third of those investors have dumped other investments in favor all-ETF portfolios. Even if they're not millennial ETFs specifically, they like investing with these funds."The move is coming at the expense of individual stocks, with more than half of millennials surveyed saying they dumped all their equity holdings for ETFs," according to CNBC.InvestorPlace - Stock Market News, Stock Advice & Trading TipsETFs are an ideal way for other investors to access millennial themes and trends, but investors should note there are important differences between "millennial ETFs," or those that appear geared toward themes tied to this generation, and ETFs millennials themselves like. * 10 Stocks on the Rise Heading Into the Second Quarter Let's take a look at some millennial ETFs as well as some other funds younger investors often embrace. Millennial ETFs: Vanguard Total Stock Market ETF (VTI)Expense Ratio: 0.04%, or $4 per $10,000 invested annually.Millennials' reasons for embracing ETFs are basically the same as the reasons found among other generations. Among other reasons, millennials like having the ability to access a broad basket of stocks under one umbrella at a low cost. The Vanguard Total Stock Market ETF (NYSEARCA:VTI), while not a millennial ETF specifically, checks all of those boxes.With its annual fee of just 0.04%, VTI is cheaper than all but a handful of U.S.-listed ETFs and this Vangurd fund is one of just four ETFs with more than $100 billion in assets under management.VTI holds nearly 3,600 stocks with a median market value of $70.3 billion, but its holdings span the large-, mid- and small-cap segments. The technology and financial services sectors combine for more than 39% of VTI's weight. Invesco QQQ (QQQ)Source: Shutterstock Expense Ratio: 0.2%The Invesco QQQ (NASDAQ:QQQ), the Nasdaq-100 tracking ETF, is not a dedicated millennial ETF either, but like the aforementioned VTI, this is one of the most popular ETFs among "Gen Y" investors. QQQ recently turned 20 years old, meaning some of the older millennials that have been actively following financial markets for significant portions of their lives grew up with QQQ.QQQ has credibility as a millennial ETF because many of the fund's marquee holdings are purveyors of products and services widely used by millennials. Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN) and Facebook (NASDAQ:FB) combine for over 24% of QQQ's weight. * 5 Cloud Stocks to Help Your Portfolio Fly Another reason QQQ has credibility as a millennial ETF is the fund's almost 62% weight to growth stocks. Younger investors can be more heavily allocated to growth stocks than retirement investors because the benefit of time allows younger investors to ride out some of the volatility associated with growth fare. Global X Millennials Thematic ETF (MILN)Expense Ratio: 0.68%As its name implies, the Global X Millennials Thematic ETF (NASDAQ:MILN) is in fact a millennial ETF. MILN, which debuted nearly three years ago, tracks the Indxx Millennials Thematic Index.This millennial ETF's holdings "come from a broad range of categories, including: social media and entertainment, food and dining, clothing and apparel, health and fitness, travel and mobility, education and employment, housing and home goods, and financial services," according to Global X.MILN is heavily exposed to the communication services and consumer discretionary sectors and the fund features plenty of large-cap fare, such as Amazon, Starbucks (NASDAQ:SBUX) and Netflix (NASDAQ:NFLX).While this millennial ETF is performing admirably in 2019 with a gain of over 20%, adoption of the fund has been slow as highlighted by its roughly $35 million in assets under management. ETFMG Alternative Harvest ETF (MJ)Source: Shutterstock Expense Ratio: 0.75%The status of the ETFMG Alternative Harvest ETF (NYSEARCA:MJ) as a millennial ETF should be taken as an implication that all millennials indulge in marijuana. However, data confirm that many millennial ETFs are also thematic ETFs and that Gen Y investors do love MJ.Nearly 36,000 millennial investors on the popular Robinhood investment app are involved with MJ, ranking the fund 46th on that platform, according to Business Insider. * Top 7 Service Sector Stocks That Will Pay You to Own Them Any investor, millennial or otherwise, that bought MJ late last year is loving life right as the fund is up nearly 54% this year, making it one of 2019's best-performing non-leveraged ETFs. Currently, MJ is the only dedicated cannabis fund listed in the U.S. Global X Robotics & Artificial Intelligence ETF (BOTZ)Expense Ratio: 0.68%.Keeping with the theme of thematic ETFs also being millennial ETFs, the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) is a hit among Gen Y investors.The fund has almost 17,000 millennial investors on Robinhood, ranking it 88th on the platform, reports Business Insider. Home to $1.58 billion in assets, BOTZ follows the Indxx Global Robotics & Artificial Intelligence Thematic Index and is one of the largest robotics ETFs in the world.BOTZ, which is up 20% this year, makes for an ideal millennial ETF. The fund is levered to fast-growing investment theme with long-term durability, but it is essentially a growth fund with volatility metrics that are significantly higher than the broader market. iShares Core S&P U.S. Growth ETF (IUSG)Expense Ratio: 0.04%As has been noted throughout this piece, millennial investors have the luxury of longer investment horizons, meaning they can and should embrace the growth factor. They can do just that in cost-effective fashion with the iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG).This millennial ETF targets the S&P 900 Growth Index and his home to nearly 540 stocks, giving it a larger roster than S&P 500 Growth Index funds. For a growth ETF, IUSG's volatility metrics are more than tolerable. The fund's three-year standard deviation of just over 12% compares favorably with traditional broader market strategies and value funds. * 7 Small-Cap Stocks That Make the Grade Like many growth funds, IUSG is heavily allocated to some combination of the technology, communication services and consumer discretionary sectors. Those groups combine for over half of IUSG's weight. The fund is up about 14% this year and is one of the most attractively priced growth ETFs on the market. Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)Expense Ratio: 0.1%Millennials are being looked to as important drivers of growth for socially responsible and environmental, social and governance (ESG) funds. If millennials do come calling for ESG funds, the newly minted Xtrackers MSCI USA ESG Leaders Equity ETF (NYSEARCA:USSG) is poised to benefit.USSG debuted earlier this month and is already one of the largest ESG ETFs in the U.S. This millennial ETF is not even two weeks old and it already has nearly $872 million in assets under management, according to issuer data. USSG has the potential to more socially conscious investors with an annual fee that makes it one of the cheapest ESG funds on the market.As is the case with many millennial ETFs, USSG is heavily allocated to tech stocks (30.49%). Among the companies that are often excluded from ESG funds are casino operators, alcohol makers, civilian firearms manufacturers and tobacco companies. Those exclusions are true to form in USSG.As of this writing, Todd Shriber did not own any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * 7 Specialty Retail ETFs to Buy the Industry's Disruption * 5 Stocks To Buy for the Happiest Employees * 3 Out-of-Favor Consumer Stocks to Buy Compare Brokers The post 7 ETFs for a Millennial Portfolio appeared first on InvestorPlace.
- InvestorPlace
5 of the Best and Most Aggressive Growth ETFs to Buy
On the surface, it appears growth stocks and the related exchange-traded funds (ETFs) held up relatively well last year. The S&P 500 Growth Index fell 0.10% in 2018, while the S&P 500 slid 4.60%, but drill down into the fourth quarter and that's where things got really ugly for growth ETFs.In the last three months of 2018, the S&P 500 Growth Index plunged 14.90%, a decline that was 110 basis points worse than the S&P 500's. The tide is turning in the growth factor's favor early this year. While there is some evidence to support the notion that investors are embracing defensive sectors, the S&P 500 Growth Index is up nearly 9%.The veracity of growth ETFs' recent resurgence is dependent upon multiple factors, including increased risk appetite and the performance of higher beta, cyclical sectors. In other words, it will take some gumption for investors to get involved with growth ETFs over the near term, but that risk could easily be rewarded.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 10 Monster Growth Stocks to Buy for 2019 and Beyond Here are some of the best growth ETFs for investors to consider right here, right now. iShares Core S&P U.S. Growth ETF (IUSG)Expense Ratio: 0.04%, or $4 annually per $10,000 investedEveryone loves a good deal when it comes to index funds and ETFs, but factor-based strategies, including growth ETFs, typically have slightly higher fees than traditional broad market funds. Don't worry because there are a handful of growth ETFs with annual fees of 0.04%. The $5.50 billion iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) is one of those funds.IUSG, which turns 19 years old later this year, tracks the S&P 900 Growth Index, giving this growth ETF a deeper bench than funds tracking the S&P 500 Growth Index. This iShares fund holds 534 stocks. One element to consider with growth ETFs, including IUSG, is increased volatility, but IUSG's three-year standard deviation of just over 12% is not alarmingly high.Another hallmark of growth ETFs is large allocations to the technology and consumer discretionary sectors. Those sectors combine for almost 37% of IUSG's weight. Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are IUSG's two largest holdings, combining for nearly 12% of the fund's weight. Invesco S&P 500 Pure Growth ETF (RPG)Expense Ratio: 0.35%Investors searching for purity with their growth ETFs will enjoy the Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG). RPG tracks the S&P 500 Pure Growth Index, which is slightly different than the aforementioned S&P 500 Growth benchmark.RPG's underlying index "measures the performance of securities that exhibit strong growth characteristics in the S&P 500 Index. Growth is measured by the following risk factors: sales growth, earnings change to price and momentum," according to Invesco.With a more stringent growth qualifier, RPG's roster of 104 stocks is smaller than some rival large-cap growth ETFs. While RPG holds fewer stocks than some rival growth ETFs, the Invesco fund mitigates stock-level concentration risk by allocating no more than 2.12% of its weight to any of its holdings. * 7 of the Best Emerging Markets Stocks to Buy The fund devotes 22.50% of its weight to tech stocks while the healthcare and industrial sectors combine for almost 29%. Invesco S&P SmallCap 600 Pure Growth ETF (RZG)Expense Ratio: 0.35%The Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG) is the small-cap cousin to the aforementioned RPG and uses a similar weighting methodology that focuses on factors, including sales growth, earnings change to price and momentum.Alone, small-cap stocks are more volatile than large-caps, but adding the growth factor to that equation ratchets up volatility. Over the past three years, RZG was 170 basis points more volatile than the S&P SmallCap 600 Index while outperforming that benchmark by 240 basis points. RZG's 149 holdings have an average market capitalization of $2 billion, the high end of small-cap territory.Just as large-cap growth ETFs are dominated by tech stocks, small-cap growth ETFs like RZG often feature big weights to healthcare names. That sector accounts for 21.15% of RZG's weight while consumer discretionary and financial services names combine for nearly 30%. Growth stocks often command premium valuations and that is true with this growth ETF. RZG's price-to-earnings ratio of 22.78 is ahead of the 20.09 found on the S&P SmallCap 600 Index. First Trust Large Cap Growth AlphaDEX Fund (FTC)Expense Ratio: 0.61%The First Trust Large Cap Growth AlphaDEX Fund(NASDAQ:FTC) is a growth ETF with some issues investors need to mull over before jumping in. Notably, FTC is pricey among growth ETFs and over the past three years, the fund trailed the S&P 500 Growth Index by a wide margin, indicating that high fees have not been justified.To be fair, there are times when FTC has outperformed more traditional growth ETFs and the fund uses a unique, more tactical methodology that standard growth ETFs lack. FTC targets the NASDAQ AlphaDEX Large Cap Growth Index. According to First Trust, that index is constructed "by ranking the eligible stocks from the NASDAQ US 500 Large Cap Index on growth factors including 3-, 6- and 12- month price appreciation, sales to price and one year sales growth, and separately on value factors including book value to price, cash flow to price and return on assets. All stocks are ranked on the sum of ranks for the growth factors and, separately, all stocks are ranked on the sum of ranks for the value factors." * 7 Recession-Proof Stocks to Buy as the Boom Ends Home to 188 stocks, FTC does not allocate more than 1.07% of its weight to any of its holdings. Tech stocks account for almost a quarter of this growth ETF's roster. Nuveen ESG Mid-Cap Growth ETF (NUMG)Expense Ratio: 0.40%Investors looking to practice virtuous investing have a growing number of options to consider thanks to the population boom among environmental, social and governance (ESG) ETFs. That universe originated with basic broad market approaches but has grown to include factor-based strategies, including the Nuveen ESG Mid-Cap Growth ETF (CBOE:NUMG).This growth ETF is just over two years old and has $54.40 million in assets under management, which is actually a pretty good growth trajectory for a refined growth ETF like this.According to ETF Trends, NUMG's "environmental aspect covers factors like climate change, natural resource usage, waste management and deforestation. Social covers employee relations, diversity, supply chain management and health and safety. Lastly, the governance portion includes board quality, executive compensation, public policy and business ethics."Just 82 stocks meet NUMG's screening requirements and nearly half the growth ETF's roster hails from the industrial and technology sectors.As of this writing, Todd Shriber did not hold a position in any of the aforementioned securities. More From InvestorPlace * 2 Toxic Pot Stocks You Should Avoid * Are These 7 Dividend Aristocrats ETFs Fit for a King? * 7 of the Best Emerging Markets Stocks to Buy * 5 Gold Stocks That Should Glitter in 2019 Compare Brokers The post 5 of the Best and Most Aggressive Growth ETFs to Buy appeared first on InvestorPlace.
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7 Bargain-Bin ETFs For Frugal Investors
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Small-Cap Value and Growth: 2 ETFs to Watch on Outsized Volume
JKL and IUSG saw massive trading volumes in yesterday session.
