Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF (ARCA: FDV)

에 대한 최신 뉴스 Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF (ARCA:FDV)

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investing primarily in high dividend-paying common stocks of U.S. issuers with dividend growth potential. The Advisor intends to invest exclusively in U.S. issuers and generally invests in large-cap or mid-cap stocks.

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텔시 어드바이저리 그룹(Tesley Advisory Group)의 분석가들에 따르면 타깃 코퍼레이션(NYSE:TGT)과 로스 스토어스(NYSE:ROST)는 거시적인 불확실성에도 불구하고 소비자들이 계속 지출함에 따라 2분기에 더 나은 매출을 기록할 것이라고 한다.

타깃, 로스는 소비자의 탄력성을 유지하면서 더 높은 매출을 올릴 것으로 예상: 분석가들

Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF

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FENIXORO GOLD CORP by FENIXORO GOLD CORP.

FenixOro Gold Corp

Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) and Ross Stores, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NYSE">ROST</a>) should <a href="https://www.benzinga.com/markets/equities/24/08/40393307/why-is-target-corporation-stock-gaining-today">post better revenues</a> for the second quarter as consumers continue spending despite macro uncertainties, according to analysts from Tesley Advisory Group.
Analyst Joseph Feldman expects Target&#8217;s second-quarter revenue to improve 2% from a year ago to $25.3 billion when it reports earnings on Wednesday before the market opens. His forecast exceeds FactSet revenue consensus of $25.2 billion.
&#8220;Broadly, we believe consumers are showing resiliency as they continue to search for value and focus on essentials, while selectively spending on discretionary items and responding to innovation and newness,&#8221; Feldman wrote in a note on Target, commenting on shoppers in general.
Target continues to focus on its value-offering by cutting prices while offering private brands in new stores, he said.
Feldman maintains an Outperform rating and a $190 price target on Target shares.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40393687/retail-sales-soar-in-july-weekly-jobless-claims-undercut-expectations-traders-lea">Retail Sales Soar In July, Weekly Jobless Claims Undercut Expectations: Traders Lean Towards 25-Basis-Point Cut In September</a>
Analyst Dana Tesley forecasts a 6.9% jump in year-over-year second quarter revenue for Ross Stores to $5.28 billion when it releases its results on Thursday after the market closes. Her expectation exceeds revenue consensus of $5.24 billion.
&#8220;We continue to be encouraged by ROST's string of strong results across the past five quarters, with the business navigating macro challenges relatively well despite outsized pressure on some of its core consumers,&#8221; she wrote in a note.
&#8220;We are encouraged by management's efforts to improve the product mix and drive efficiencies across the business.&#8221;
She maintains a Market Perform and $160 price target on the stock.
Price Action: Target gained 1.67% to close at $144.03 on Friday, while exchange-traded funds that track the stock also advanced.
<ul>
<li>VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>) gained 0.61</li>
<li>Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) picked up 0.27%</li>
<li>Simplify Next Intangible Value Index ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NXTV#BATS">NXTV</a>) edged up 0.15%</li>
<li>Federated Hermes U.S. Strategic Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>) went up 0.41%</li>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>) gained 0.32%</li>
</ul>
Ross Stores slipped 0.27% to close at $147.40 on Friday, while ETFs that follow its shares had mixed results.
<ul>
<li>VictoryShares THB Mid Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDCP#NASDAQ">MDCP</a>) rose 0.52%</li>
<li>BlackRock Future U.S. Themes ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTHM#NYSE">BTHM</a>) slipped 0.03%</li>
<li>IShares U.S. Consumer Focused ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IEDI#BATS">IEDI</a>) moved up 0.24%</li>
<li>LG QRAFT AI-Powered U.S. Large Cap Core ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LQAI#NYSE">LQAI</a>) remained unchanged</li>
<li>Invesco S&amp;P 500 Equal Weight Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPD#NYSE">RSPD</a>) rose 0.29%</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/retail-sales/24/06/39366813/retail-sales-preview-may-numbers-expected-to-rise-as-consumers-feeling-more-positive">Retail Sales Preview: May Numbers Expected To Rise As Consumers &#8216;Feeling More Positive&#8217;</a></li>
</ul>

Target, Ross Stores Expected To Post Higher Revenues As Consumers Stay Resilient: Analysts

Stanley Black &amp; Decker Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) shares are trading lower after the company reported <a href="https://www.benzinga.com/pressreleases/24/05/n38575474/stanley-black-decker-reports-1q-2024-results" target="_blank" rel="noreferrer noopener">first-quarter FY24 results</a>.
Sales declined 2% Y/Y to $3.870 billion, beating the consensus of $3.823 billion. The revenue decline is primarily due to lower infrastructure volume and muted consumer and DIY demand.
Gross margin expanded by 740 bps Y/Y to 28.6%, and adjusted gross margin was up 590 bps Y/Y to 29.0%.
Adjusted gross margin expansion was driven by lower inventory destocking costs, supply chain transformation benefits, and declining shipping costs.&nbsp;
Adjusted EBITDA margin was 8.9%, up 440 basis points Y/Y. Adjusted EPS of $0.56&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">beat the consensus of $0.54.</a>
Cost Savings:&nbsp;The Global Cost Reduction Program generated incremental pre-tax run-rate cost savings of&nbsp;$145 million. Since the program&#8217;s inception in mid-2022, the company has generated around&nbsp;$1.2 billion&nbsp;in pre-tax run-rate savings and reduced inventory by&nbsp;$1.9 billion.
Stanley Black &amp; Decker expects to generate&nbsp;$1.5 billion&nbsp;of pre-tax run-rate cost savings by end-2024, growing to&nbsp;$2 billion&nbsp;by the end of 2025.&nbsp;&nbsp;
The company witnessed a negative operating cash flow of ($431.0 million) in the quarter.&nbsp;Stanley Black &amp; Decker held $481.4 million in cash and equivalents as of March 30.
2024 Outlook Reaffirmed: Stanley Black &amp; Decker expects adjusted EPS of $3.50-$4.50 <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">versus consensus of $4.15</a>. The company sees a free cash flow of<a href="https://www.benzinga.com/quote/SWK#:~:text=Stanley%20Black%20%26%20Decker%20Navigates%20Tough%20Q4%3A%20Sales%20Dip%20But%20Beats%20EPS%20Expectations%2C%20Eyes%20Steady%202024" target="_blank" rel="noreferrer noopener"> $0.6 billion to $0.8 billion</a>. 
Donald Allan, Jr.,&nbsp;President &amp;&nbsp;CEO&nbsp;said, &#8220;Looking forward, we expect mixed demand trends to persist across our businesses in 2024, and we are driving supply chain cost improvements designed to expand margins, deliver earnings growth&nbsp;and&nbsp;generate strong cash flow.&#8221;
&#8220;At the same time,&nbsp;the long-term growth and market share gains we are focused on achieving will be driven&nbsp;by introducing exciting new products within our most powerful brands designed to deliver enhanced productivity for end users.&nbsp;We&nbsp;are funding growth investments intended&nbsp;to further accelerate innovation and differentiated market activation&nbsp;to capture these compelling long-term opportunities.&#8221;
Investors can gain exposure to the stock via&nbsp;Roundhill ETF Trust Roundhill S&amp;P Dividend Monarchs ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNGS#NYSE">KNGS</a>) and&nbsp;Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>).
Price Action:&nbsp;SWK shares are down 9% at $83.58&nbsp;at&nbsp;the last check Thursday.

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KNGS

Why Stanley Black & Decker Shares Are Diving Today

Kimberly-Clark Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>) disclosed its transformation strategy, which includes a&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/24/03/n37953705/kimberly-clark-unveils-next-chapter-of-strategic-transformation-to-unlock-highest-value-growth-opp" rel="noreferrer noopener">new operating model and key commercial initiatives</a>.
The company plans to&nbsp;drive significant growth in its categories by investing in science and technology. It will focus on growing 12 powerhouse brands and drive over 80% of its net sales in five global daily-need spaces.
Also, Kimberly-Clark plans to optimize its margin structure through implementing initiatives and deploy technology and data analytics. The company expects to generate more than $3 billion in gross productivity and $500 million in working capital savings through supply chain modernization.
Apart from this, the company plans to reorganize its operations into three business segments &#8211; North America, International Personal Care (IPC) and International Family Care and Professional (IFP).
The company expects to complete its transition by the end of 2024, which is projected to generate selling, general and administrative savings of around $200 million in the next few years.
The company expects to incur one-time restructuring and reorganization costs of around $1.5 billion, split roughly into 50% in non-cash charges and 50% of cash expenses, over the next three years throughout the implementation phase of these initiatives. Cash costs are expected to be approximately half of that amount, primarily related to workforce reductions.
Long-term growth: The company expects organic net sales growth to be ahead of market growth and adjusted operating profit growth in the mid-to-high single digits on a constant currency basis.
Kimberly-Clark projects adjusted EPS growth in mid-to-high single digits on a constant currency basis, and sees annual FCF generation of at least $2 billion.
FY24 Outlook Reiterated: Kimberly-Clark&nbsp;expects to deliver a low-to-mid single digit percentage increase in 2024 organic net sales, with reported net sales growth reflecting negative impacts of around 300 basis points from currency translation and 60 basis points from&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">the Brazil Tissue divestiture</a>.&nbsp;
The company expects adjusted operating profit to grow at a high single-digit to low double-digit rate on a constant-currency basis and adjusted EPS to grow at a high single-digit rate on a constant-currency basis. The currency translation is anticipated to impact reported EPS and&nbsp;<a target="_blank" href="https://www.benzinga.com/news/earnings/24/01/36760814/why-huggies-maker-kimberly-clark-shares-are-sinking-today" rel="noreferrer noopener">operating profit by 400bps</a>.
Investors can gain exposure to the stock via IShares MSCI Global Sustainable Development Goals ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SDG#NASDAQ">SDG</a>) and Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>).
Price Action: KMB shares are up 0.52% at $126.75 on the last check Wednesday.
Photo via Wikimedia Commons

Kimberly-Clark To Streamline Operations, Cut Workforce

First Trust, the eleventh-largest U.S. ETF sponsor, will revamp the First Trust Strategic Value Index Fund (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>) in an effort to make the fund a better complement to the firm's existing lineup.

	Around June 3, the ETF will change its name to First Trust Capital Strength and will begin trading on the Nasdaq under the ticker "FTCS." The ETF currently tracks the Credit Suisse U.S. Value Index, but will shift to the Capital Strength Index, an equal-dollar weighted index. That index seeks to provide exposure to well-capitalized companies with strong market positions, screened for strong balance sheets, high degree of liquidity, ability to generate earnings growth and show financial strength and profit growth, <a href="www.etftrends.com/2013/05/first-trust-revamps-strategic-value-index-etf/">according to ETF Trends</a>.

	The First Trust Strategic Value Index Fund's current index selects possible constituents based on a discount cash flow model and the ETF is currently an equal-weight product.

	FDV, which is nearly seven years old, is home to 50 stocks. Top-10 holdings include Dow components Hewlett-Packard (NYSE: <a class="ticker" href="/stock/hpq#NYSE">HPQ</a>), J.P. Morgan Chase (NYSE: <a class="ticker" href="/stock/jpm#NYSE">JPM</a>) and Cisco Systems (NASDAQ: <a class="ticker" href="/stock/csco#NASDAQ">CSCO</a>). Technology, energy and financial services are the ETF's three largest sector weights, combing for over 72 percent of FDV's weight.

	First Trust believes the index change will help increase performance potential for investors will lowering costs, ETF Trends reported. FDV currently charges an annual expense ratio of 0.65 percent per year.

	The Credit Suisse U.S. Value Index returned 11.85 percent this year through the end of March and 12.92 percent over the past year, numbers that trail the S&amp;P 500 Value Index, <a href="http://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=FDV">according to First Trust data. FDVcurrently has $64.5 million in assets under management.</a>

	<a href="http://www.ftportfolios.com/Retail/Etf/EtfSummary.aspx?Ticker=FDV">For more on ETFs, click </a><a href="http://www.benzinga.com/etfs">here</a>.

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First Trust ETF Gets A Makeover 

One of the ETF industry's most oft-used talking points has been costs. Specifically, it is frequently cited that expenses and fees associated with most ETFs are lower than what investors will find with mutual funds. Comparing the average fees for ETFs and mutual funds <a href="http://www.indexuniverse.com/etf-education-center/7541-why-are-etfs-so-cheap.html">shows a clear divide in favor of ETFs</a>. 

In addition, expense ratios on the largest ETFs, as measured by assets, indicate that plenty of investors enjoy low fees. For example, SPDR S&amp;P 500 (NYSE: <a class="ticker" href="/stock/spy#NYSE">SPY</a>), the world's largest ETF by assets, has a net expense ratio of 0.0945 percent. The Vanguard Dividend Appreciation ETF (NYSE: <a class="ticker" href="/stock/vig#NYSE">VIG</a>), the largest dividend ETF, charges just 0.13 percent per year.

These are Rock-bottom numbers to be sure, but <a href="http://www.benzinga.com/trading-ideas/long-ideas/12/07/2787488/when-cheaper-is-not-better-with-etfs">cheaper is not always better with ETFs</a>. This notion is highlighted in a recent research note published by S&amp;P Capital IQ.

"Costs alone shouldn't automatically be reason enough to avoid certain ETFs," said Todd Rosenbluth, an
S&amp;P Capital IQ ETF analyst. Rosenbluth acknowledged that investors are often drawn to the cheapest funds regardless of quality. He said, rather than focusing solely on costs, "investors should look inside and see what these ETFs actually own. While the relative gross expense ratio is a component of the S&amp;P Capital IQ ETF ranking within our cost-factors analysis, we think looking under the hood is more important."

Rosenbluth highlights the First Trust Strategic Value Index Fund (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>) as a prime example of investors of a pricy ETF that might scare some investors off. Home to 50 stocks, FDV has a net expense ratio of 0.65 percent, expensive by the standards of large-cap value ETFs. 

By comparison, the Dow Jones Large Cap ETF (NYSE: <a class="ticker" href="/stock/elr#NYSE">ELR</a>) charges just 0.2 percent. The Vanguard Value Trust (NYSE: <a class="ticker" href="/stock/vtv#NYSE">VTV</a>) charges just 0.1 percent. However, FDV has outperformed VTV year-to-date and easily outperformed both ELR and VTV over the past five years.

FDV's top-10 holdings include Humana (NYSE: <a class="ticker" href="/stock/hum#NYSE">HUM</a>), Dell (NASDAQ: <a class="ticker" href="/stock/dell#NASDAQ">DELL</a>), Marathon Oil (NYSE: <a class="ticker" href="/stock/mro#NYSE">MRO</a>) and Freeport-McMoRan (NYSE: <a class="ticker" href="/stock/fcx#NYSE">FCX</a>).

Rosenbluth notes FDV's underlying holdings look strong from both a valuation and a risk perspective, according to S&amp;P Capital IQ's proprietary model. He also notes the S&amp;P Capital IQ model sees bullish trends, from a technical perspective, for this ETF.

S&amp;P Capital IQ rates FDV Market weight.

For more on ETF fees, click <a href="http://www.benzinga.com/trading-ideas/long-ideas/12/07/2787488/when-cheaper-is-not-better-with-etfs">here</a>.

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DELL

ETFs: Costs Not The Only Thing to Consider

American International Group (NYSE: <a class="ticker" href="/stock/aig#NYSE">AIG</a>) is scheduled to report fourth-quarter 2011 results tomorrow, February 23, after the markets close. The stock of this global insurance giant has been on the rise since the beginning of the year. And analysts are expecting a profit instead of the loss AIG saw in the year-ago period. But the consensus EPS estimates have been slipping over the past 90 days for both the quarter and the full year, and the revenue picture still is not pretty.

Analysts are looking for the company to report that its per-share earnings came to $0.61 for the quarter and that revenue totaled $13.2 billion. In the same quarter of last year, AIG posted a loss of $16.20 and $21.1 billion in sales. But note that the EPS estimate was $0.64 some 90 days ago. Also, in the past six quarters AIG has topped consensus EPS estimates three times and fallen short three times.

Looking back to the previous quarter, AIG reported a wider than expected loss of a $4.1 billion, or $2.16 a share, and said its revenue fell 33.4% to $12.7 billion. The company attributed the disappointing results to declining equity markets, widening credit spreads, and declining interest rates, as well as a charge related to its aircraft-leasing unit.

For the full year, the consensus estimate calls for $0.77 per share earnings, compared to a net loss of $14.49 the previous year. That EPS estimate was $0.85 just 60 days ago. And full-year revenues are expected to have decreased 37.3% year over year to $48.4 billion.

The Company

New York-based American International Group operates property and casualty insurance networks worldwide and conducts activities in the U.S. life insurance and retirement services industry. It also is involved in commercial aircraft leasing and residential mortgage guaranty insurance businesses. The company was founded in 1967 and now is an S&amp;P 500 component with a market cap of $51.7 billion.

Competitors include Travelers Companies (NYSE: <a class="ticker" href="/stock/trv#NYSE">TRV</a>), Hartford Financial Services (NYSE: <a class="ticker" href="/stock/hig#NYSE">HIG</a>) and American Financial Group (NYSE: <a class="ticker" href="/stock/afg#NYSE">AFG</a>). Travelers fell short of EPS estimates in the most recent report. Hartford beat low EPS expectations and is said to be considering splitting into two companies. American Financial's EPS were also better than expected.

See also: <a href="http://www.benzinga.com/news/12/02/2346225/from-earlier-the-hartford-issues-statement-in-response-to-paulson-co">Hartford Issues Statement in Response to Paulson &amp; Co.</a>

During the three months that ended in December, AIG won approval for a $450 million workers compensation settlement, announced a $1 billion share buyback program, and paid back $972 million on its bailout from 2008. The stock also hit a multiyear low in November.

Performance

AIG's forward earnings multiple is less than the industry average P/E ratio. The company has a long-term earnings per share growth forecast of 9.5%, and its operating margin is in line with the industry average. Short interest is 2.4% of the float. Of 18 analysts surveyed who follow the stock, all but three of them rate it a Hold. None recommend selling it. Their mean price target on the shares is hardly any higher than the current share price though.

The share price has risen 17.4% year to date but is still 35.3% lower than a year ago. It is above the 50-day and 200-day moving averages, and the former is on track to cross above the latter soon. The stock has outperformed American Financial Group and Travelers Group, as well as the Dow and the S&amp;P 500, over the past six months.

See also: <a href="http://www.benzinga.com/news/12/02/2318983/ilfc-announces-proposed-900-million-senior-secured-term-loan">ILFC Announces Proposed $900 Million Senior Secured Term Loan</a>

<div id="action-items">ACTION ITEMS:

Bullish: Investors interested in exchange traded funds invested in AIG might want to consider the following trades:

<ul><li>PowerShares S&amp;P 500 High Beta (NYSE: <a class="ticker" href="/stock/sphb#NYSE">SPHB</a>) is more than 18% higher year to date.</li>
<li>Rydex S&amp;P 500 Pure Value (NYSE: <a class="ticker" href="/stock/rpv#NYSE">RPV</a>) is more than 15% higher year to date.</li>
<li>First Trust Strategic Value Index (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>) is more than 14% higher year to date.</li>
<li>Rydex S&amp;P Equal Weight Financials (NYSE: <a class="ticker" href="/stock/ryf#NYSE">RYF</a>) is more than 13% higher year to date.</li>
</ul>Bearish: Traders may prefer to consider these alternative positions in the same industry:

<ul><li>Hartford Financial Services Group (NYSE: <a class="ticker" href="/stock/hig#NYSE">HIG</a>) is up more than 33% year to date.</li>
<li>MGIC Investment (NYSE: <a class="ticker" href="/stock/mtg#NYSE">MTG</a>) is up about 27% year to date.</li>
<li>Hanover Insurance Group (NYSE: <a class="ticker" href="/stock/thg#NYSE">THG</a>) is up almost 19% year to date.</li>
</ul>Neither Benzinga nor its staff recommend that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.</div>

Previews

Rydex ETF Trust Rydex S&P Equal Weight Financial ETF

SPHB

Earnings Preview: American International Group

Keeping with the value theme, which we examined earlier this week by taking a look at five value ETFs, this week's ETF Showdown features a match-up between one of the funds previously examined and another that doesn't get a whole lot of press, but could be worth a look for the conservative, value-conscious investor. 

So we've got value vs. value with the First Trust Strategic Value Index Fund (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>), the one we highlighted earlier this week, and the iShares Morningstar Large Value Index Fund (NYSE: <a class="ticker" href="/stock/jkf#NYSE">JKF</a>). This match-up is immediately compelling because there are stark differences between the two funds.

FDV holds 50 stocks, concentrated mainly among financials, information technology and healthcare names. JKF holds 77 stocks and while exposure to financials and healthcare is significant in this ETF, the energy sector is JKF's top sector allocation at almost 26%. 

In fact, JKF looks kind of like an energy ETF at first glance because Exxon Mobil (NYSE: <a class="ticker" href="/stock/xom#NYSE">XOM</a>), Chevron (NYSE: <a class="ticker" href="/stock/cvx#NYSE">CVX</a>) and ConocoPhillips (NYSE: <a class="ticker" href="/stock/cop#NYSE">COP</a>), the three largest U.S. oil companies, combine for about 21% of the ETF's weight. 

FDV does offer oil exposure, but not to the extent that JKF does. Both ETFs count several major insurance names among their financial services holdings. For example, Dow component Travelers (NYSE: <a class="ticker" href="/stock/trv#NYSE">TRV</a>) is found in both ETFs. 

The conservative insurance plays are then tempered by high-beta offerings like Capital One (NYSE: <a class="ticker" href="/stock/cof#NYSE">COF</a>) and Morgan Stanley (NYSE: <a class="ticker" href="/stock/ms#NYSE">MS</a>). Another issue with many value ETFs is that they are often too heavy on Dow stocks, meaning it would almost make more sense for investors to just buy a Dow index ETF with lower fees. FDV has 10 Dow components in its fray, a third of the index, while JKF holds 13 Dow stocks, or almost half the Index.

Another major difference between the two ETFs is the fees. JKF is truly a value play with an expense ratio of 0.25% while FDV charges 0.65%. That's a big difference and it almost says investors will pay up to lower their energy exposure with FDV. 

This is one of the tougher showdowns to decide on, but on the basis of lower fees and less exposure to materials and mining names, JKF wins this tussle by a hair. If FDV's fees were to come down and materials names come back in style, the fund would certainly be worth a look.

iShares Morningstar Large Value Index Fund

ETF Showdown: A Value Tussle

This volatile market is certainly enough to try the patience of conservative investors, but a big broader market decline like the one we're seeing today opens some doors for bargain hunting, particularly in the value ETF universe. 

The typical value ETF is going to be chock full of widely held, familiar stocks that your grandfather love, but names that should also be embraced by investors of all stripes. This genre of ETFs is also perfect for the investor that isn't too keen on stock-picking and is simply looking to build a low-cost, well-diversified portfolio.

Take a look at these five value ETFs.

1) PowerShares Dynamic Large Cap Value Portfolio (NYSE: <a class="ticker" href="/stock/pwv#NYSE">PWV</a>):
This 50-stock ETF has almost $424 million in assets under management and will get you involved with stocks that your grandfather would recommend. Think Pfizer (NYSE: <a class="ticker" href="/stock/pfe#NYSE">PFE</a>), AT&amp;T (NYSE: <a class="ticker" href="/stock/t#NYSE">T</a>) and plenty of other Dow components. PWV is by no means a “bad” ETF, but the concern is an expense ratio of 0.63%, which hampers the value element a bit.

2) Vanguard Value Trust (NYSE: <a class="ticker" href="/stock/vtv#NYSE">VTV</a>):
VTV is one of several ETFs that shine a light on why Vanguard has become such a major ETF player in a short amount of time. The ETF holds over 400 stocks (typical wide exposure for a Vanguard ETF) and its expense ratio of just 0.12% is lower than 90% of its peers, the firm's Web site says. AT&amp;T, Pfizer, Exxon Mobil (NYSE: <a class="ticker" href="/stock/xom#NYSE">XOM</a>) and other usual value suspects are found among the top-10 holdings, but the quibble is here VTV's roughly 25% exposure to financials.

3) First Trust Strategic Value Index Fund (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>):
This is another curious 50-stock member of our list. FDV's lineup differs from PWV and VTV as no Dow stocks are found among FDV's top-10 holdings. Four commodities-related name are found among the top-10 FDV constituents, which given the run up in that group, it's arguable that there's value to be had there. A weight of almost 32% to financials and an expense ratio of 0.65% might lead some investors to think twice.

4) Shares Russell 3000 Value Index Fund (NYSE: <a class="ticker" href="/stock/iww#NYSE">IWW</a>):
No, IWW doesn't hold 3,000 stocks, but it sure holds a lot (almost 1,950). To its credit, IWW doesn't give a weight above 2.62% to any individual name and while it has plenty of the stocks you'd find in PWV and VTV, we like the 1.85% weight to Berkshire Hathaway (NYSE: BRK-B) class “B” shares. The expense ratio of 0.26% is quite favorable.

5) First Trust Value Line Dividend Index Fund (NYSE: <a class="ticker" href="/stock/fvd#NYSE">FVD</a>):
Sporting a yield of almost 2.5%, FVD and its 160 stocks offer double-digit exposure to five different sectors (utilities, consumer staples, financials, industrials and healthcare). No one stock gets a weight of more than two-thirds of a percent and while plenty of FVD's holdings are found elsewhere, the ETF does have some interesting surprises in terms of constituents. The 0.7% expense ratio is something to consider though.

Dividends

First Trust Value Line Dividend Index Fund ETF

PowerShares Exchange Traded Fund Trust Dynamic Large Cap Value Portfolio

Five Value ETFs To Consider

The First Trust DB Strategic Value Index Fund (NYSE: <a class="ticker" href="/stock/fdv#NYSE">FDV</a>) has performed admirably since its debut three years ago, but has netted only $45 million in assets and the latter may be why Deutsche Bank is terminating its relationship with First Trust in June 2010.
That means the ETF will have to find a new underlying index to follow. FDV tracks stocks that are perceived to be undervalued. Top holdings include Chevron (NYSE: <a class="ticker" href="/stock/cvx#NYSE">CVX</a>), Pfizer (NYSE: <a class="ticker" href="/stock/pfe#NYSE">PFE</a>) and Microsoft (NYSE: <a class="ticker" href="/stock/msft#NYSE">MSFT</a>).
FDV also suffers from light trading volume, averaging less than 16,200 shares per day.

MSFT

Deutsche Bank Parts Ways With First Trust

Federated Hermes debuts new fixed-income ETF

Federated Hermes U.S. Strategic Dividend ETF declares monthly distribution of $0.0612

Federated Hermes U.S. Strategic Dividend ETF  declares $0.0828 dividend

CDC: Revisiting This Once Top-Performing High-Dividend ETF

Federated Hermes U.S. Strategic Dividend ETF declares monthly distribution of $0.0528

Federated Hermes U.S. Strategic Dividend ETF declares monthly distribution of $0.0513

Federated Hermes U.S. Strategic Dividend ETF declares monthly distribution of $0.0879

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DIVZ: 2.87% Yield And Improved Fundamentals For This Actively Managed Dividend ETF

Federated Hermes U.S. Strategic Dividend ETF declares monthly distribution of $0.0801

DGRO

DIVY

DIVZ

IPDP

LVHD

SCHD

SDOG

SPDV

SPHD

SPYD

TMDV

WBIY

Press Releases

Federated Hermes, Inc. launches Total Return Bond ETF

Mutual Funds

Federated Hermes, Inc. launches four MDT quantitative active ETFs

FCSH

FHYS

FLCC

FLCG

FLCV

FSCC

FTRB

Federated Hermes U.S. Strategic Dividend ETF

텔시 어드바이저리 그룹(Tesley Advisory Group)의 분석가들에 따르면 타깃 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)과 로스 스토어스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NYSE">ROST</a>)는 거시적인 불확실성에도 불구하고 소비자들이 계속 지출함에 따라 2분기에 <a href="https://www.benzinga.com/markets/equities/24/08/40393307/why-is-target-corporation-stock-gaining-today" target="_blank" rel="noopener" data-google-interstitial="false">더 나은 매출을 기록</a>할 것이라고 한다.
분석가인 조셉 펠드먼(Joseph Feldman)은 타깃의 2분기 매출이 수요일 시장 개장 전 매출을 발표할 때 전년 동기 대비 2% 증가한 253억 달러에 이를 것으로 예상한다. 그의 예측은 팩트셋(FactSet)의 매출 컨센서스인 252억 달러를 초과한다.
펠드먼은 일반적인 쇼핑객들의 특성을 논평하면서 타깃에 대해&#8221;대체로 우리는 소비자들이 계속해서 가치를 추구하고 필수품에 집중하는 동시에 임의 품목에 선택적으로 지출하고 혁신과 새로움에 반응하면서 탄력성을 보이고 있다고 믿고 있다&#8221;고 말했다.
타깃(Target)은 새로운 매장에서 프라이빗 브랜드를 제공하는 동시에 가격을 인하함으로써 가치 제공에 계속 집중하고 있다고 그가 말했다.
그는 타깃의 주식에 대해 아웃퍼폼(Outperform) 등급과 190달러 목표 가격을 유지했다.
다음 읽기: <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40393687/retail-sales-soar-in-july-weekly-jobless-claims-undercut-expectations-traders-lea">7월 소매 판매 급증, 주간 실업수당 청구 건수 기대치 하락: 거래자들은 9월 25bp 인하 방향으로 기울어짐</a>
애널리스트 다나 텔시(Dana Tesley)는 로스 스토어스(Ross Stores)의 2분기 매출이 전년 대비 6.9% 증가한 52억 8천만 달러로 목요일 시장 마감 후 결과를 발표할 것으로 예상한다. 그녀의 기대치는 매출 컨센서스인 52억 4천만 달러를 초과한다.
그녀는 메모에서 &#8220;우리는 로스가 지난 5분기 동안 일련의 강력한 결과를 통해 계속해서 격려를 받고 있다. 로스는 일부 핵심 소비자들에 대한 엄청난 압박에도 불구하고 거시적 과제를 상대적으로 잘 헤쳐나가고 있다&#8221;라고 말했다.
&#8220;우리는 제품 믹스를 개선하고 비즈니스 전반의 효율성을 높이려는 경영진의 노력에 고무되었다.&#8221;
그녀는 마켓 퍼폼(Market Perform) 등급과 160달러의 목표 주가를 유지한다.
주가 움직임: 타깃은 1.67% 상승해 금요일 144.03달러에 마감했으며, 이 주식을 추적하는 상장지수펀드(ETF)도 상승했다.
<ul>
<li>VanEck Retail ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTH#NASDAQ">RTH</a>)의 주가는 0.61% 상승했다.</li>
<li>Consumer Staples Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>)의 주가는 0.27% 올랐다.</li>
<li>Simplify Next Intangible Value Index ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NXTV#BATS">NXTV</a>)의 주가는 0.15% 올랐다.</li>
<li>Federated Hermes U.S. Strategic Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDV#NYSE">FDV</a>)의 주가는 0.41% 올랐다.</li>
<li>Vanguard Consumer Staples ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VDC#NYSE">VDC</a>)의 주가는 0.32% 올랐다.</li>
</ul>
금요일 로스 스토어스의 주가는 0.27% 하락한 147.40달러에 마감했으며, 그 주식을 따르는 ETF는 엇갈린 결과를 보였다.
<ul>
<li>VictoryShares THB Mid Cap ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDCP#NASDAQ">MDCP</a>)의 주가는 0.52% 상승했다.</li>
<li>BlackRock Future U.S. Themes ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTHM#NYSE">BTHM</a>)의 주가는 0.03% 하락했다.</li>
<li>IShares U.S. Consumer Focused ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IEDI#BATS">IEDI</a>)의 주가는 0.24% 상승했다.</li>
<li>LG QRAFT AI-Powered U.S. Large Cap Core ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LQAI#NYSE">LQAI</a>)의 주가는 변동하지 않았다.</li>
<li>Invesco S&amp;P 500 Equal Weight Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPD#NYSE">RSPD</a>)의 주가는 0.29% 상승했다.</li>
</ul>
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Federated Hermes ETF Trust Federated Hermes U.S. Strategic Dividend ETF

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월요일, 8월 19, 2024

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