|Bid||117.84 x 3000|
|Ask||117.86 x 1100|
|Day's Range||117.74 - 118.15|
|52 Week Range||91.68 - 119.66|
|PE Ratio (TTM)||N/A|
|Beta (3Y Monthly)||0.93|
|Expense Ratio (net)||0.06%|
Boston, MA, based Investment company Mercer Investment Management, Inc. (Current Portfolio) buys Vanguard Dividend Appreciation ETF, sells iShares North American Natural Resources ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Mercer Investment Management, Inc.. Continue reading...
As bond yields pulled back, income-minded investors can look to dividend exchange traded funds to generate some extra cash. For example, among the largest dividend-related ETFs on the market, the Vanguard ...
As rates decline, dividend-themed ETFs have begun to outperform, attracting income-minded investors with their relatively more attractive payouts. Among the best performing dividend-related ETFs of this ...
As the broad stock market and many other corners felt the pain of the proposed tariff, it triggered a flight to safety. Given this, investors should stash their cash in some safe investing zones.
Looking for a steady income stream to provide stability in your portfolio? Here are five of the best dividend ETFs to invest in this year, ranked by assets.
Plenty of dividend investors know about the Vanguard Dividend Appreciation ETF (NYSE: VIG), the largest domestic dividend exchange traded fund by assets. VIGI, which is more than three years old, follows the NASDAQ International Dividend Achievers Select Index. VIGI “applies additional filters to eliminate stocks that may not be able to sustain their dividend growth,” said Morningstar in a recent note.
A version of this article appeared in the June 2019 issue of Morningstar ETFInvestor. Exchange-traded products belonging to Morningstar's “dividend” strategic-beta group form one of the largest contingents within this universe as measured by assets under management. This should come as little surprise in the context of the prevailing interest-rate regime and the secular upward trend in demand for sources of investment income, as the first waves of baby boomers have entered retirement.
When it comes to building a portfolio, Vanguard ETFs and funds are often the top draws for investors. And there's a good reason for that. The firm and investment pioneer John Bogle created the idea of the index fund back in the 1970s. Moreover, the asset manager's philosophy stems from low-cost investing. So, naturally, Vanguard ETFs are some of the least expensive funds to own. When putting all the pieces together, it becomes really easy to see why Vanguard ETFs have attracted billions of dollars' worth of assets from investors both big and small.The question is which Vanguard funds make sense for you?The firm has a line-up of 80 different ETFs and the bulk of those offerings can be a bit heavy. For example, the Vanguard S&P 500 ETF (NYSEArca:VOO) holds more than $106 billion in assets, while the Vanguard FTSE Emerging Markets ETF (NYSEArca:VWO) holds roughly $62 billion. As a result, just a few Vanguard ETFs get most of the press. That's a shame as the firm's low-cost and index-hugging mantra extends to the rest of its ETF line-up as well.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * The 10 Biggest Announcements From Apple WWDC 2019 With that, here are three wonderful, but commonly overlooked Vanguard ETFs that should be right at home in your portfolio. Vanguard Extended Market ETF (VXF)Source: Shutterstock Over the long haul, small- and mid-cap stocks have long outperformed their bigger counterparts. However, most investors still remain woefully underweight smaller stocks and finding successful individual winners here can be incredibly difficult. This is where Vanguard ETFs can come to the rescue.The Vanguard Extended Market ETF (NYSEARCA:VXF) allows investors to tap into both small- and mid-cap stocks at the same time with one ticker. VXF tracks the S&P Completion Index. As the name implies, the fund owns everything that isn't in the large-cap focused S&P 500. And we're talking literally everything. VXF currently holds more than 3,260 different small- and mid-cap stocks. When you combine the fund with large-cap holdings, you basically have the U.S. stock market covered. The best part is, by using this ETF, the volatility and single-company risks are minimized to almost zero. With it, investors can instantly overweight the economies real growth engines.It turns out this is a powerful thing to do.When it comes to Vanguard ETFs, VXF has been a top performer. Over the last ten years, the fund has averaged a 16.61% annual total return. That's not too shabby by any means. And as a Vanguard fund, VXF is pretty cheap to own. Expenses for the ETF clock in at just 0.07%- or just $7 per $10,000 invested.In the end, VXF does everything a Vanguard ETF should do. That's broad indexing a rock-bottom price. Vanguard Mortgage-Backed Securities ETF (VMBS)Source: Grab Media When it comes to bonds, Treasury securities are often the first stop for investors and there are plenty of Vanguard ETFs looking at these. However, there is a way to get a slightly higher yield and still keep that government guarantee. We're talking about mortgage-back securities or MBS bonds.Mortgage-backed securities are bonds secured by home and other real estate loans. There are all different flavors of these, but the vast bulk of them are residential-focused and issued by federal government agencies like Ginnie Mae (GNMA) or government sponsored-enterprises Fannie Mae (FNMA), or Freddie Mac (FHLMC). Moreover, MBS bonds typically pay slightly more than comparable Treasury bonds thanks to the higher risk that you or I could default on our mortgages or pay them back earlier. However, GNMA bonds are backed by the full faith and credit of the U.S. government, while the recession taught us that the government will bail out Freddie and Fannie when the water's get rough.With that, the Vanguard Mortgage-Backed Securities ETF (NYSEARCA:VMBS) could be a good bet for investors looking for a bit more. VMBS tracks Bloomberg Barclays U.S. Mortgage-Backed Securities Float Adjusted Index -- which only focuses on U.S. agency mortgage bonds. None of the funny stuff. As a result, the ETF has been pretty steadfast since inception and yields a healthy 3.02%. * The 10 Best Stocks for 2019 -- So Far By using the Vanguard ETF, investors can get access to an esoteric asset class for a cheap 0.07% in expenses. Vanguard International Dividend Appreciation ETF (VIGI)Source: Shutterstock With $34 billion in assets, the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is a star player among Vanguard ETFs. VIG follows those stocks that have long histories of increasing their dividends every year. This strategy provides a way for investors to grow their income potential and provides with great long-term returns.But it's not U.S. stocks that benefit from growing dividends, international ones also win here.Which is why the smaller and often ignored Vanguard International Dividend Appreciation ETF (NYSEARCA:VIGI) can be a great compliment to the more popular VIG.VIGI also tracks a basket of large-cap stocks that have increased their dividends consistently over the last seven years. This time, the ETF combs both non-U.S. developed and emerging markets to find its dividend champions -- currently at a 75%/25% spilt between developed and emerging market stocks. The top 400 stocks are included in the index.This provides a way for investors to not only score some much-needed international exposure but also income growth as well. Currently, VIGI yields about 1.89%. However, that yield could be worth even more over the long haul. As foreign currencies fluctuate against the U.S. dollar, a drop in the dollar would boost the Vanguard ETFs underlying yield, as weaker local currencies convert into the stronger dollar.All in all, VIGI should belong in your portfolio just as much as VIG. Expenses run a cheap 0.25%.Disclosure: At the time of writing, Aaron Levitt did not hold a position in any of the ETFs mentioned. More From InvestorPlace * 4 Top American Penny Pot Stocks (Buy Before June 21) * 6 Retailers Including Disney Agree to Ditch On-Call Scheduling * The 10 Best Stocks for 2019 -- So Far * 7 Small-Cap ETFs to Buy Now Compare Brokers The post 3 Wonderful, But Ignored Vanguard ETFs appeared first on InvestorPlace.
The Long View is a podcast from Morningstar. Each week, hosts Christine Benz and Jeff Ptak conduct an in-depth discussion with a thought leader from the world of investing or personal finance. The podcast is produced by George Castady and Scott Halver.
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.
Plain-vanilla, high-quality bonds have been among the best diversifiers for equities over the past decade, eclipsing every other asset class on that front. After all, correlations data are based on past performance, and a performance pattern that held true in one market environment may not prevail into the next. In the financial crisis, for example, categories that had performed well in previous equity-market downturns, including municipal bonds, corporate bonds, and commodities, lost value amid a global flight to quality and liquidity.
How much to prepare for the potential for extended market weakness depends largely on life stage. As I noted in this video, people who are many years from retirement can reasonably choose to do nothing during a market swoon, or they may even use it as a buying opportunity. Retirees, on the other hand, tend to experience weak markets differently, and more viscerally, than their still-working counterparts.
Investors who are concerned that the trade negotiations can breakdown into a full out trade war should look to dividend growers and related ETFs. “We are thinking about some of the drivers of profit growth going forward, and we are looking at some of the communication services stocks,” Avid Kostin, Goldman Sachs chief U.S. equity strategist, told CNBC. Goldman also screens for stocks with big dividends and low labor costs in portfolios for its own clients.
Renewed trade clash between the United States and China has prompted investors to re-access their portfolio, leading to higher demand for safe-haven avenues or lower-risk securities.
Home to $32.8 billion in assets under management at the end of the first quarter, the Vanguard Dividend Appreciation ETF (NYSE: VIG) is the largest U.S. dividend exchange traded fund. VIG has attained that massive following due part to its emphasis on dividend growth stocks. Over the past three years, VIG is lagging the S&P 500 by 200 basis points, but the dividend fund has been less volatile than broader domestic equity benchmarks over that period.
The Vanguard Dividend Appreciation Index Fund ETF Shares (VIG) is one of the largest U.S. dividend exchange traded funds (ETFs) due in part to its modest fee of 0.08% per year, or $8 on a $10,000 investment. At the end of the first quarter, VIG had $32.8 billion in assets under management. VIG seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.