|Bid||174.95 x 800|
|Ask||184.05 x 800|
|Day's Range||0.00 - 0.00|
|52 Week Range|
|PE Ratio (TTM)||N/A|
|YTD Daily Total Return||27.40%|
|Beta (5Y Monthly)||1.04|
|Expense Ratio (net)||0.04%|
With 2019 winding down, it's safe to say this has been another exciting year for exchange-traded funds (ETFs) and ETF investors in multiple respects. As of the end of October, U.S.-listed exchange traded products, including ETFs, had $4.15 trillion in combined assets under management, up from $4.05 trillion at the end of September, according to ETGI data.Moreover, this has been another banner year for investors that love cheap ETFs, because that universe continues growing. As of the end of 2018, the asset-weighted average fee for passive index funds, including ETFs, fell to 0.15% compared to 0.67% on actively managed mutual funds, notes Morningstar.There's a reasonably good chance that when the research firm issues its annual fund fee report next year, that 0.15% asset-weighted fee on passive index funds will be even lower because a raft of cheap ETFs have debuted this year and some already inexpensive funds have become even less pricey. For example, Vanguard, always among the favored issuers for users of cheap ETFs, recently pared fees on 15 of its funds.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 10 Cheap Stocks to Buy Under $10 For bargain hunters, here are some of the best cheap ETFs to consider for the rest of 2019 and into 2020. Cheap ETFs: Vanguard Russell 3000 Index Fund ETF Shares (VTHR)Expense Ratio: 0.15%, or $15 annually per $10,000 investedAmong Vanguard ETFs, the Vanguard Russell 3000 Index Fund ETF Shares (NASDAQ:VTHR) is one that doesn't get a lot of attention, but is part of the aforementioned group of funds that Vanguard recently pared expenses on. Additionally, VTHR is a fine idea for cost-conscious investors looking for broad market exposure.As its name implies, VTHR tracks the Russell 3000 Index, one of the broadest gauges of domestic stocks. In fact, that index represents about 98% of total U.S. equity market capitalization. The fund is diverse with limited single-stock risk as its top 10 holdings combine for just over 19% of the portfolio.Technology and financial services stocks combine for 43% of this cheap ETF's weight. While the Russell 3000 is a different beast than the S&P 500, investors opting for VTHR should expect similar return and volatility profiles to the S&P 500 over long holding periods. SPDR S&P 500 Value ETF (SPYV)Expense Ratio: 0.04%Recently, there has been increasing chatter about a growth to value rotation. That doesn't mean growth stocks are poised for big declines; upside is the path of least resistance there. However, it could finally be time for value stocks to show some legitimate strength against growth equivalents.Investors should prepare for that trend with cheap ETFs, such as the SPDR S&P 500 Value ETF (NYSEARCA:SPYV), one of the least expensive value funds on the market today. The $4.48 billion SPYV tracks the S&P 500 Value Index and there are signs that investors are embracing the notion of a value resurgence as highlighted by SPYV's year-to-date inflows of $1.64 billion.With factor-based ETFs, regardless of the underlying factor, investors should examine what type of sector-level bets they're making. Typically, with value funds, financial services is the largest sector weight and that is true of SPYV as that sector accounts for almost 22% of the fund's weight. * 7 Earnings Reports to Watch Next Week However, this cheap ETF has some surprises. For example, Apple (NASDAQ:AAPL) is SPYV's largest holding at over 9% and technology is the fund's second-largest sector weight at 17.35%. iShares Core MSCI Europe ETF (IEUR)Expense Ratio: 0.09%Speaking of cheap ETFs that offer up value in the stricter investment sense, some Europe funds fit that bill and the iShares Core MSCI Europe ETF (NYSEARCA:IEUR) is one member of that group. European stocks are often dubbed with a laggard label and deservedly so. But IEUR is up nearly 20% year to date and it trades at valuations that are more reasonable than what investors find in the U.S.This cheap ETF holds nearly 1,000 stocks and follows the MSCI Europe Investable Market Index, meaning it's a diversified fund, not a dedicated Eurozone play. Usually, such funds feature large weights to the U.K., meaning there is some Brexit risk.Indeed, IEUR allocates 26.44% of its weight to U.K. equities, but even with that, this cheap ETF is up almost 3% over the past month and appears to be gaining steam. Plus, its 2.90% dividend yield is superior to what investors get on broad U.S. equity benchmarks. Also, the standard deviation of 12.49% implies an acceptable level of risk, even for highly conservative investors. Fidelity MSCI Information Technology Index ETF (FTEC)Expense Ratio: 0.08%Vanguard gets a lot of attention for offering plenty of cheap ETFs, but Fidelity has earned a place in that conversation, too.In fact, Fidelity, not Vanguard, offers the cheapest sector ETFs, including the Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC). FTEC, one of Fidelity's largest ETFs by assets, follows the Fidelity MSCI Information Technology Index ETF.This cheap ETF makes a lot of sense for investors that are mulling allocations to Apple or Microsoft (NASDAQ:MSFT) because FTEC doesn't force investors to pick between the two tech titans. Rather, the fund allocates a third of its combined weight to those two scorching hot names. With 5G coming (Apple) and cloud computing booming (Microsoft), there are plenty of reasons to embrace FTEC now and for 2020. * 7 Food Stocks to Buy Now "I think the interesting thing is that most people look at Apple's performance year to date and say, oh my God the stock's run so much, it's up 60% year to date, there's material out performance behind us, so there's really not much room to run," said Wamsi Mohan, senior equity analyst at Bank of America Merrill Lynch on CNBC. "Heading into the iPhone 11 launch you actually got an 8% relative decline to the S&P since the launch of the last iPhone to the release of the iPhone 11. So, to put this in context, in past cycles where you've had that sort of under-performance, you've actually followed by material out-performance, which is what we think is the case heading into the 5G launch." iShares Core S&P U.S. Growth ETF (IUSG)Expense Ratio: 0.04%As noted earlier, investors don't have to pick just one of growth or value. And while value is due for a comeback, that doesn't put nails in the growth coffin. The iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) is a cheap ETF offering a basket of well-known growth stocks and one that has been on a torrid pace this year, returning north of 24%.This cheap ETF tracks the S&P 900 Growth Index and holds 541 stocks. As is the case with value funds, investors should conduct sector-level examinations of growth ETFs to know what they're buying. Usually, a growth fund includes hefty technology and consumer cyclical allocations and that's true of IUSG, which allocates a combined 39% of its weight to those sectors.The uniqueness of the current business cycle bodes well for growth stocks, indicating this cheap ETF is worthy of investors' consideration now and into 2020."What's particularly exciting about growth investing today is that, for the first time, we've been in an economic environment without a traditional business cycle," said BlackRock in a recent note. "This means investors will seek out companies that prosper organically on their own, almost independent of the economic cycle. I think this will be a good sign for growth stocks overall, not only today but for years to come." Vanguard Mid-Cap ETF (VO)Expense Ratio: 0.04%It's never too early make new year's resolutions. One that investors should consider and ensure that they stick to is owning mid-cap stocks or fund if they don't already. The Vanguard Mid-Cap ETF (NYSEARCA:VO) is a broad fund and one of the cheapest ETFs in the mid-cap arena. In fact, no mid-cap ETF is cheaper than VO, though one ties with the Vanguard fund with an expense ratio of 0.04%.Beyond costs, this cheap ETF provides investors with an avenue to an equity market segment that typically outperforms large caps by wide margins. Not only that, but mid-cap stocks historically offer better risk-adjusted returns than their small-cap rivals. But for investors that like a good deal, this cheap ETF is a great option. * 10 Cheap Stocks to Buy Under $10 "Vanguard charges an ultra-low 0.04% fee for this fund. This cost advantage has translated into strong category-relative performance over the long term," Morningstar said. "Over the trailing 10 years through June 2019, the fund has outperformed the category average by 277 basis points annualized while assuming similar risk. Overall, this fund should continue to enjoy a durable long-term edge over many of its competitors because of the low expense ratio." WisdomTree U.S. LargeCap Fund (EPS)Expense Ratio: 0.08%So you want to own domestic large caps but desire a methodology that isn't market-cap weighting and don't want to pay a high fee for the privilege. The WisdomTree U.S. LargeCap Fund (NYSEARCA:EPS) delivers as it's one of the cheapest ETFs in the smart beta arena.EPS, which has a track record spanning more than 12 years, targets the WisdomTree U.S. LargeCap Index. That benchmark "is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index," according to WisdomTree.If that's too much financial patter, the easy way of looking at EPS is that it lives up to its ticker by putting added emphasis on companies that are profitable and growing earnings. The focus on profits doesn't create a boring portfolio. Quite the contrary, as EPS devotes a third of its combined weight to technology and communication services stocks.EPS indicates the fund can be a winner when stocks see expanding multiples and markets are prizing higher beta sectors."By earnings-weighting our strategy, the portfolio takes on some unique sector tilts compared to a market cap-weighted approach," according to WisdomTree research. "The portfolio has tended to be over-weight more cyclical consumer driven sectors and has had its best performance when broad market growth is robust and valuations multiples are expanding."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 * 7 Silver and Gold Stocks to Buy That Offer Contrarian Upside * 7 Earnings Reports to Watch Next Week * 5 Online Retail Stocks to Buy on the Dip The post The 7 Best Cheap ETFs for the End of 2019 and Beyond appeared first on InvestorPlace.
With mid-cap exchange traded funds garnering more attention, many investors are wanting to become more aware of their options in this overlooked, but rewarding segment of the equity market. Indeed, the ...
Investors often overlook mid-cap stocks, but exchange traded funds can help fill that void on a cost-effective basis. Well-known mid-cap ETFs include the iShares Core S&P Mid-Cap ETF (NYSEArca: IJH), Vanguard ...
Another year, another batch of jaw-dropping inflows to Vanguard exchange-traded funds (ETFs) and index funds. Focusing on ETFs for a moment, as of May 17, Vanguard had $983.21 billion in U.S. ETF assets under management, making it the second-largest domestic ETF sponsor and putting it within spitting distance of joining BlackRock, Inc. (NYSE:BLK) in the $1 trillion club.At current ETF asset levels, Vanguard is more than 50% larger than the third-largest U.S. issuer. Year-to-date, four of the top 10 ETFs in terms of new assets added are Vanguard funds. Making Vanguard funds all the more alluring to advisors and investors is the firm's commitment to low costs. In fact, the Pennsylvania-based fund giant recently trimmed the fees on 21 of its ETFs, including some highly popular fare.Vanguard funds are spread across multiple asset classes, including domestic and international equities, various fixed income segments, real estate and some factor-based strategies. So when it comes to Vanguard funds, there is usually something for nearly every type of investor.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Marijuana Stocks to Play the CBD Trend Here are some of the best Vanguard funds for investors to consider right now. Vanguard Total International Bond ETF (BNDX)Expense ratio: 0.09% per year, or $9 on a $10,000 investment.As is the case with stocks, investors tend to have a home country bias when it comes to bonds. That bias can prevent investors from realizing compelling ex-US opportunities with Vanguard funds, such as the Vanguard Total International Bond ETF (NASDAQ:BNDX).Among Vanguard funds, BNDX does not grab many headlines, but this year, investors are waking up to this ETF's story. Year-to-date, BNDX has added $3.61 billion in new assets, a total surpassed by just nine other ETFs. More importantly, this Vanguard fund is proving to be a star among bond ETFs in 2019. BNDX is beating the widely followed, domestically-focused Bloomberg Barclays U.S. Aggregate Index by almost 100 basis points this year.BNDX tracks the Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index and holds nearly 5,800 bonds with an average duration of 7.8 years. All of this Vanguard fund's holdings have ratings ranging from Baa to Aaa, meaning credit risk is minimal. Vanguard ESG International Stock ETF (VSGX)Expense ratio: 0.15%Last year, Vanguard made its foray into the world of environmental, social and governance (ESG) ETFs with two products, including the Vanguard ESG International Stock ETF (CBOE:VSGX). This Vanguard fund takes a traditional approach to virtuous investing.VSGX "specifically excludes stocks of companies in the following industries: adult entertainment, alcohol and tobacco, weapons, fossil fuels, gambling, and nuclear power," according to Vangaurd.While there are larger ESG ETFs, this Vanguard fund is proving the "Vanguard effect" is meaningful in the ESG space. VSGX debuted last September and already has $266.2 million in assets under management, making it one of the larger international funds in this category. * 10 Small-Cap Stocks That Look Like Bargains VSGX holds a mix of developed and emerging market equities with the latter representing 19.40% of the fund's weight. Developed European markets account for nearly 42% of this Vanguard fund's geographic exposure. Vanguard Dividend Appreciation ETF (VIG)Expense ratio: 0.08%The Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is the largest U.S. dividend ETF and has attained that lofty status for multiple reasons, including an index methodology that includes only stocks with at least 10 consecutive years of dividend increases and a reputation for being one of the cheaper dividend funds on the market."This strategy focuses on dividend growth rather than dividend yield," said Morningstar in a recent note. "This approach reduces the fund's exposure to firms with weak fundamentals that may not be able to sustain their dividend payments, which is a risk that often accompanies a narrow focus on yield. The fund builds its portfolio by selecting only among stocks that have increased their dividend payment for at least 10 consecutive years. This stringent hurdle restricts the fund to holding highly profitable firms with shareholder-friendly management teams that have consistently raised dividend payments."VIG holds 183 stocks, nearly 48% of which are industrial or consumer staples stocks. With domestic dividends growing this year, but a moderated pace compared to recent years, VIG is an ideal Vanguard fund for investors looking for quality dividend growth. Vanguard Emerging Markets Government Bond ETF (VWOB)Expense ratio: 0.30%Emerging markets debt is an ideal asset class for income-hungry investors looking for exposure to developing economies with lower risk than equities. The Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB) has a 30-day SEC yield of 4.47%, more than double the dividend yield on the MSCI Emerging Markets Index, and this Vanguard fund is outperforming the major emerging markets ETFs this year.VWOB holds 834 bonds with an average duration of 7.2 years. There is some credit risk with this Vanguard fund as over 30% of VWOB's reside toward the lower end of the investment-grade spectrum and nearly 48% carry non-investment grade ratings. Some of that risk is tempered by an almost 17% weight to China, a country that is unlikely to see its credit rating downgraded anytime soon. * 10 Baby Boomer Stocks to Buy This Vanguard fund could prove durable over the medium-term as the Federal Reserve holds off on raising interest rates and emerging markets currencies firm. Several of VWOB's largest country weights, excluding Mexico, are candidates to lower interest rates, which adds to the case for this Vanguard fund. Vanguard Mid-Cap ETF (VO)Expense ratio: 0.04%With its annual fee of just 0.04%, the Vanguard Mid-Cap ETF (NYSEARCA:VO) is one of the cheapest mid-cap ETFs on the market. Mid-cap stocks are usually defined as those names with market values of $2 billion to $10 billion, though some money managers stretch that to $15 billion. Historical data confirm the efficacy of owning mid-cap stocks."Since the Russell Midcap index started in 1979, midcaps have outperformed small-cap stocks on every rolling 10-year period, and they beat small- and midcap stocks combined 90% of the time. Midcap stocks outperform large stocks 73% of the time," according to Pensions & Investments.VO holds 369 stocks with a median market value of $15.6 billion, putting the Vanguard fund at the higher end of mid-cap territory. About 57% of the fund's weight is allocated to just three sectors - financial services, industrials and technology.Todd Shriber does not own any of the aforementioned securities. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 6 Stocks to Buy for This Decade's Massive Megatrend * The 7 Best Stocks to Buy From the IPO ETF * 7 Athletic Apparel Stocks With Marathon Pace Compare Brokers The post 5 of the Best Vanguard Funds to Buy appeared first on InvestorPlace.
Vanguard, the second-largest U.S. issuer of exchange traded funds, is again wielding its low-cost sword. On April 26, Vanguard said it's lowering fees on 21 of its ETFs, including its two largest funds, ...
With the markets in recovery mode, the middle-capitalization category and related ETFs have been outperforming the S&P 500 as investors look to a cheap area to jump back into.
Investing icon Warren Buffett advises investors to stash 90% of their money in a Standard & Poor's 500-stock index fund and keep the rest in short-term government bonds. That's a good start for investors who want to keep things simple, but it limits your investments to large U.S. companies. So today, we'll show you how the best Vanguard index funds can add more portfolio diversification while still keeping your strategy simple. Rather than help to pay the huge salaries of high-powered fund managers, investors can buy index funds, which simply aim to mirror the returns of their benchmark indexes. Why? Because roughly two-thirds of actively managed funds fail to match or beat their indexes. It's not that fund managers are stupid or incompetent. It's because picking mispriced stocks is incredibly difficult. It's not surprising that the average fund lags its benchmark index by just about what it charges investors in annual expenses (a little more than 1%). Vanguard - whose founder, John Bogle, just passed away - invented the index fund and still does the best job operating them. Vanguard index fund fees are always, if not the lowest, within a few basis points (a basis point is one one-hundredth of a percent) of the lowest. What's more, its managers are skilled at running index funds, so they don't stray far from the performance of the index they track - a job that actually sounds a lot easier than it is. Here are six of the best Vanguard index funds you can use to build a solid portfolio. This includes a general suggestion for a percentage of your assets to allocate to each one. And if you prefer exchange-traded funds to mutual funds, that's OK too - I'll offer up the ETF version of each fund. ### SEE ALSO: The 27 Best Mutual Funds in 401(k) Retirement Plans