iShares Core S&P Small-Cap ETF (ARCA: IJR)

에 대한 최신 뉴스 iShares Core S&P Small-Cap ETF (ARCA:IJR)

iShares Core S&P Small-Cap ETF

Industrials

Financial Services

Consumer Cyclical

Technology

Healthcare

Real Estate

Consumer Defensive

Energy

Communication Services

Basic Materials

Utilities

Other

The Fund seeks to track the investment results of the S&P SmallCap 600; the Underlying Index, which measures the performance of the small-capitalization sector of the U.S. equity market, as determined by S&P Dow Jones Indices LLC; the Index Provider or SPDJI.

Blackrock Cash Funds: Treasury, Sl Agency Shares

Ati Inc

Sps Commerce

Fabrinet

Mueller Industries Inc

Ensign Group Inc/the

Meritage Corporation

Carpenter Technology Corp

Comerica Inc.

Spx Corp

Alaska Air Group Inc.

Qorvo Inc.

Bath & Body Works Inc

Hims & Hers Health, Inc

Mr. Cooper Group Inc.

Terreno Realty Corp.

Armstrong World Industries Inc

V F Corp

Corcept Therapeutics Inc

Brinker International Inc

Teleflex Inc

Merit Medical Systems Inc

Celanese Corp

BorgWarner Inc

SmallCap

Long Ideas

News

Sector ETFs

Broad U.S. Equity ETFs

Small Cap Analysis

Small Cap

Trading Ideas

ETFs

제조업의 부활과 소형주의 부흥이 2025년에 일어날 것을 기대해 보자. 글로벌 X ETF의 투자 전략 책임자인 스콧 헬프스타인(Scott Helfstein)의 말dl다. 23개월간의 힘든 축소 기간을 거친 후, &#34;온건한 보호무역 정책이 생산을 재시작하는 데 도움이 될 수 있다&#34;고 그가 말했다.

제조업 부활? 전략가 관세가 소형주에 도움이 되지만 소비자에게 부담이 될 것으로 예상

Safer Investing With ETFs

Mid Cap

New ETFs

SMAP

Amplify Small-Mid Cap Equity ETF (NYSE:SMAP)의 출시로 투자자들은 종종 간과되는 주식 시장의 달콤한 지점인 소형주와 중형주 기업들에 접근할 수 있는 새로운 기회를 얻게 되었다.

소형주 vs 중형주: 앰플리파이의 새 ETF는 시장의 달콤한 지점을 겨냥

Analyst Color

Analyst Ratings

Media

AVSC

VTWO

가벨리 펀드(Gabelli Funds)의 밸류(Value) 공동 CIO인 케빈 드레이어(Kevin Dreyer)에 따르면 소형주는 강력한 상승세를 보일 준비가 되어 있다. 최근 CNBC 인터뷰에서 가벨리 에셋 펀드(GABAX)를 감독하는 드레이어는 소형주가 &#39;상당한 상승 여력이 있고&#39; 포트폴리오를 다각화하려는 투자자들에게 점점 더 매력적인 옵션이 되고 있다고 강조했다.

러셀 2000 주식, 대형주에 비해 &#39;대규모 할인&#39; 거래 중: 가벨리 펀드의 케빈 드레이어

Live On CNBC, Jim Lebenthal Announces Sold iShares Core S&P Small-Cap ETF

Many investors start their journey toward financial security with <a href="https://www.benzinga.com/personal-finance/25/03/44486348/58-year-old-with-3m-portfolio-makes-bold-retirement-move-i-want-to-test-it-out-before-i-actually-retire-with-1m-in-dividend-stocks">stocks</a>, and a successful investing strategy involves considering the risks, adapting, and thinking about the long-term rewards.
For some, a well-balanced <a href="https://www.benzinga.com/personal-finance/25/03/44519403/a-new-investor-shares-his-dividend-portfolio-that-earns-206-year-on-reddit-wondering-if-this-is-a-solid-set-up">portfolio</a> contains stocks, bonds, and small-cap investments, while for others, a mix of international stocks and ETFs is a favorite approach since it offers broader diversification. Either way, a combo of these assets ensures both growth and protection against a market downturn and is a great strategy for those unwilling to risk their money unnecessarily.
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A 30-year-old investor with a $65,000 portfolio has taken to Reddit to ask how to strike that balance in his portfolio. Primarily invested in Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), he also holds individual stocks like NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), but plans to exit them soon.
&#8220;I am planning to change the composition moving forward and adding [Vanguard Total International Stock ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/vxus#NASDAQ">VXUS</a>)] (International exposure ETF), [iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>)] (Small-cap stocks ETF), and [Vanguard Total Bond Market ETF (NASDAQ: BND] (Bonds exposure) along with my VOO and QQQ. I like it boring for my risk profile,&#8221; he said.
The poster&#8217;s main goal is long-term growth, but he&#8217;s open to feedback on improving diversification and managing risk. The r/Portfolios community has shared its thoughts in the comments, so let&#8217;s see those.
Trending: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">How to Diversify a $65,000 Portfolio? Reddit Debates Possible Low-Risk Options</h2>
Overexposure to Large-Cap Growth Stocks Isn&#8217;t a Good Idea
Several Redditors pointed out that VOO and QQQ heavily overlap, meaning the investor&#8217;s portfolio is not as diversified as he thinks.
&#8220;You&#8217;re just long all the same s&#8211;t, large-cap equities. You want multiple return streams in case large-cap equities have a drawdown. If you work a job, own a house, and own equities, you are triple long on the same bet that would destroy you as all are affected by a recession,&#8221; a commenter says.
A Redditor pointed out that a mix of large-cap stocks isn&#8217;t a complete retirement portfolio, and suggested other assets to balance it.
&#8220;Large-cap U.S. stocks can be a great investment, but they&#8217;re not a complete retirement portfolio. Other assets should be included, such as smaller-cap U.S. stocks, international stocks, and bonds,&#8221; the Redditor wrote.
While not against big tech, this commenter recommended the poster add non-tech exposure in his portfolio.
&#8220;I don't see picking high-quality companies that are in the index as redundant, you're overweighting the highest quality companies in the index and which drive its returns. I would look for maybe one high-quality non-big tech name. I love the credit rating agencies (S&amp;P and [Moody's (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mco#NYSE">MCO</a>)]), but there are others, the three large credit card companies too,&#8221; he said.
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Stick to Index Funds
Many advised the investor to drop the individual stocks he holds since they're already covered in VOO and QQQ, creating unnecessary concentration.
&#8220;Remove all redundancies and focus on VOO (almost everything you own is in VOO),&#8221; a Reddit user suggested.
&#8220;Good that you&#8217;re making an effort to invest, but there&#8217;s a lot of redundancy here. The Mag 7 already makes up a huge portion of VOO, why do you feel that you need to be even more extended in those stocks? If you really want to stock-pick on the side, I&#8217;d recommend focusing on lesser-known stocks (not penny stocks) that aren&#8217;t heavily weighted in the S&amp;P 500 (preferably not in it at all),&#8221; a commenter advised.
Reinforcing the idea that stock-picking isn&#8217;t adding value if the stocks are already in the ETF he has, this Redditor suggested the poster go all in in VOO or diversify more.
&#8220;I&#8217;d diversify some. VOO's major holdings are already included in the individual stocks you're holding. Might as well go more into VOO (and keep [Amazon (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/amzn#NASDAQ">AMZN</a>)] if you&#8217;re still really bullish on them),&#8221; he said.
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Personal Finance

AMZN

GOOG

MSFT

NVDA

VXUS

30-Year-Old With $65K In Stocks Sparks Debate – 'Focusing Mostly On ETFs' But Now Betting On Bonds, Small Caps, And International Plays

DECK

CNBC Halftime Report Final Trades: Amazon, United Parcel Service, Deckers Outdoor, iShares Core S&P Small-Cap ETF

Expect a manufacturing revival and <a href="https://www.benzinga.com/news/small-cap">a small-cap resurgence in 2025</a>.
That&#8217;s according to Scott Helfstein, head of investment strategy at Global X ETF. After a grueling 23 months of contraction, &#8220;modest protectionist policy might help jump-start production,&#8221; he <a href="https://www.globalxetfs.com/global-x-2025-outlook/">says</a>.
<h2 class="wp-block-heading">Manufacturing: From Doldrums To Dynamo</h2>
Despite its diminished role compared to services, manufacturing still packs a $7 trillion punch—roughly 25% of GDP. Global X sees tariff policies and supply chain recalibrations as potential sparks for growth.
Here's the kicker: historical trends show even a 1% bump in tariffs can lead to a 0.2% boost in new orders and longer work hours. Expanding business services will offset <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42421528/trumps-tariff-storm-3-survival-strategies-us-companies-are-using-to-fight-back">higher prices weighing on consumers</a>, Helfstein predicts.
The Industrial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) provides investors with exposure to some of the top names in the industrial and manufacturing space.
Read Also: <a href="https://www.benzinga.com/24/11/41886697/two-ideas-famed-stock-market-forecasters-agree-on-for-2025">Why Trump&#8217;s Win Has 2 Market Experts Betting On Small Caps, Financials</a>
<h2 class="wp-block-heading">Small Caps: Ready To Run</h2>
Should <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis">small-cap companies</a> return to prior spending levels, that could amount to $140 billion and a 4% lift to nonresidential private investment, Helfstein adds. 
Deregulation and improved business conditions could reignite their capital expenditures, he explains. So while these companies may not dominate headlines like their mega-cap peers, their ability to drive localized growth and market expansion is hard to ignore. 
Popular ETFs such as the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) and the Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) provide exposure to small-cap stocks in the U.S.
<h2 class="wp-block-heading">Valuations: Lofty, But Justified?</h2>
With the S&amp;P 500's forward price-to-earnings ratio sitting at a lofty 24x, skepticism is natural. But Global X argues this could be part of a lasting shift, fueled by record-high profit margins and companies doubling down on tech-driven efficiencies.
And here's the standout stat: 73% of the S&amp;P 500 is trading above its 200-day moving average. That&#8217;s a sign that market breadth is improving. Pair that with a manufacturing rebound and small-cap revival, and the path to broader participation looks clearer.
Read Next: 
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</ul>
Image: Shutterstock

Manufacturing Comeback? Strategist Expects Tariffs To Help Small-Cap Stocks But Weigh On Consumers

ADBE

ONON

Live On CNBC, Jim Lebenthal Announces Bought More iShares Core S&P Small-Cap ETF, Bought More On Holding, Bought More Adobe

On Tuesday&#8217;s CNBC &#8220;<a href="https://www.cnbc.com/video/2024/11/19/final-trades-nasdaq-d-r-horton-crowdstrike-and-the-ijr.html">Halftime Report Final Trades</a>,&#8221; Josh Brown of Ritholtz Wealth Management named Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>) as his final trade.
On Oct. 25, Nasdaq reported third-quarter revenue growth of 22% year-on-year to $1.15 billion, missing the analyst consensus estimate of $1.17 billion. The financial services company reported an adjusted EPS of 74 cents, which beat the analyst consensus estimate of 69 cents.
Jason Snipe of Odyssey Capital Advisors said D.R. Horton, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHI#NYSE">DHI</a>) is down 17% and he likes this entry point.
On Oct. 29, D.R. Horton reported fourth-quarter results. Sales fell 5% year-over-year to $10.0 billion, missing the consensus of $10.2 billion. Net sales orders increased 1% to 19,035 homes and decreased 2% in value at $7.1 billion.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Jim Lebenthal of Cerity Partners picked iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>).
Stephanie Link of Hightower Advisors said CrowdStrike Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) is still down 10% from its highs.
CrowdStrike will release financial results for its fiscal third quarter 2025 ended Oct. 31, after the closing bell on Tuesday, Nov. 26. Analysts expect the company to report quarterly earnings of 81 cents per share on revenue of $983.05 million.
Price Action:
<ul>
<li>Nasdaq shares gained 0.5% to close at $80.16 on Tuesday.</li>
<li>D.R. Horton shares gained by 0.5% to settle at $162.30 during Tuesday's session.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained by 0.2% during Tuesday's session.</li>
<li>CrowdStrike shares gained by 3% to settle at $353.29.</li>
</ul>
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</ul>
Image created using artificial intelligence via Midjourney.

Markets

CRWD

NDAQ

CrowdStrike, Nasdaq, D.R. Horton And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Nasdaq, D.R. Horton, CrowdStrike, iShares Core S&P Small-Cap ETF

The <a href="https://www.benzinga.com/topic/russell-2000-index">Russell 2000 Index</a> has been showing signs of life in 2024, breaking out from a long-standing base and closing in on targets near 2450. 
According to JPMorgan analyst Jason Hunter, small-cap stocks may finally be ready to outperform their mega-cap tech peers. This may be good news for investors in the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) and the Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)
But will this shift be the dawn of a new era, or just a fleeting moment in the spotlight?
Read Also: <a href="https://www.benzinga.com/markets/equities/24/10/41364980/russell-2000-poised-for-major-technical-breakout-analyst-eyes-a-trend-reversal-in-favor-of-small">Russell 2000 Poised For Major Technical Breakout: Analyst Eyes &#8216;A Trend Reversal In Favor Of Small Caps Outperforming&#8217; S&amp;P 500</a>
<h2 class="wp-block-heading">Russell 2000 Sets Bullish Targets</h2>
Hunter points to a "bullish pattern progression" forming in 2024 as the Russell 2000 climbed from a multi-quarter base. Small caps have broken through the 2282-2299 resistance zone, making 2432-2486 the next short-term goal, and the move has shown no signs of losing steam yet. The recent rally in small-cap stocks, especially in the Russell 2000 Index, seems to be moving closer to 2021 cycle highs, which could mean a big shift in market dynamics.
For now, the index stays decisively bullish. As long as it holds above the 2260 post-election breakaway gap, Hunter sees the bulls maintaining control, with potential support anchored around the 2100s, courtesy of the 200-day moving average and October's breakout zone.
<h2 class="wp-block-heading">Small Cap Vs. NASDAQ 100: A New Market Leader?</h2>
According to Hunter, the Russell 2000's recent moves aren't just about technical strength – they're about a potential regime change.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="794" height="464" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/12113039/Screenshot-2024-11-12-at-9.58.55-PM.png" alt="" class="wp-image-643311" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/12113039/Screenshot-2024-11-12-at-9.58.55-PM.png 794w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/12113039/Screenshot-2024-11-12-at-9.58.55-PM-300x175.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/12113039/Screenshot-2024-11-12-at-9.58.55-PM-768x449.png 768w" sizes="(max-width: 794px) 100vw, 794px" /></figure>
The ratio of the Russell 2000 to the NASDAQ 100 is flirting with key resistance levels. A breakout here would confirm that small caps are set to lead, while big tech, which has dominated for two years, may start to lag. 
Hunter calls this a "tentative rotation to more cyclically sensitive groups." This trend, he believes, could continue into 2025 if the Russell/NASDAQ ratio breaks out decisively this quarter.
<h2 class="wp-block-heading">What's Driving Small-Cap Strength?</h2>
Even before the election-driven rally in U.S. equities, post-September FOMC price action had already put a bullish wind at the back of small caps. Hunter notes that small caps have consistently held key supports, including the October channel and moving averages, creating a setup for continued gains.
The Russell 2000's next targets include 2585, derived from the recent ascending triangle pattern. If the index clears these levels, it could signal a more sustainable trend favoring cyclicals over mega-cap tech. But a reversal back below these supports could be a sign that the small-cap rally is just a temporary phenomenon.
<h2 class="wp-block-heading">Cyclicals In Control – For Now</h2>
Hunter's outlook stays cautiously optimistic, but he warns that the future performance of small caps versus tech hinges on whether they can maintain these breakout levels. While he sees continued bullish momentum into early 2025, Hunter emphasizes that tracking the Russell/NASDAQ ratio is key to confirming any real change in market leadership.
If this trend holds, 2024 could mark a major shift back to small caps and cyclicals. For now, though, it's up to the Russell 2000 to prove this rally is more than a fleeting burst of strength.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/09/40777734/exclusive-small-caps-at-most-attractive-relative-valuations-since-1990s-says-russell-inv" target="_blank" rel="noreferrer noopener">EXCLUSIVE: Small Caps At &#8216;Most Attractive Relative Valuations&#8217; Since 1990s, Says Russell Investments&#8217; Paul Eitelman</a></li>
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Image:

Specialty ETFs

Technicals

Russell 2000 Rallies, JPMorgan Analyst Says Small Cap May Outperform Mega-Cap Peers

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/11/11/final-trades-salesforce-lockheed-martin-interactive-brokers-and-the-ijr.html">Halftime Report Final Trades</a>,&#8221; Rob Sechan of NewEdge Wealth named Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) as <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41857054/salesforce-shares-are-trading-higher-today-what-you-need-to-know">his final trade.</a>
The company, last week, revealed plans to hire over 1,000 employees to support the sales push for its new AI product, Agentforce, which targets the growing demand for AI-driven automation across various business functions
Jim Lebenthal of Cerity Partners picked Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), saying the world will still be a violent place. &#8220;I know our incoming President [Donald Trump] has the noble goals of curtailing a lot of military activity overseas. I'm not sure it's really in his power,&#8221; he added.
On Oct. 29, Barclays analyst David Strauss maintained Lockheed Martin with an Equal-Weight and raised the price target from $505 to $565.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Anastasia Amoroso of iCapital picked iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), saying it's not too late to add to small caps.
Joseph M. Terranova of Virtus Investment Partners said Interactive Brokers Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>) is the best performing financials stock for them.
On Oct. 15, Interactive Brokers reported quarterly earnings of $1.75 per share, which missed the analyst consensus estimate of $1.82. Quarterly revenue of $1.33 billion met the analyst consensus estimate and is an increase over revenue of $1.15 billion from the same period last year.
Price Action:
<ul>
<li>Salesforce shares gained 6.1% to close at $341.73 during Monday's session.</li>
<li>Lockheed Martin shares rose 1.1% to settle at $570.58 during Monday's session.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 1.6% during Monday's session.</li>
<li>Interactive Brokers shares gained 5.7% to close at $179.49 on Monday.</li>
</ul>
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</ul>

IBKR

Salesforce, Lockheed Martin, Interactive Brokers And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Salesforce, Lockheed Martin, Interactive Brokers Group, iShares Core S&P Small-Cap ETF

Investors are zeroing in on what <a href="https://www.benzinga.com/general/politics">potential political outcomes</a> in the U.S. elections Tuesday could mean for the markets.
WisdomTree's Global CIO, Jeremy Schwartz and Senior Economist Jeremy Siegel have shared insights on how a Republican or Democratic win could shape sectors across both the equity and bond markets.
Here's what WisdomTree sees on the horizon.
<h2 class="wp-block-heading">Bond Market Volatility: How Policy Could Shape Yields</h2>
Siegel said bond markets are primed for volatility, with each election outcome pointing to different scenarios for interest rates and yields. A Republican sweep, accompanied by tax cuts and heightened fiscal spending, could push bond yields upward by 20 basis points or more, he said. In this scenario, investors might brace for inflationary pressures and potentially tighter monetary policy, which would counterbalance any short-term equity gains.
On the flip side, a Democratic sweep is seen as a stabilizing force for bonds, with expectations for moderated spending and pro-growth fiscal restraint. 
WisdomTree's Kevin Flanagan, head of fixed income strategy, notes that Democratic policies might offer a predictable, low-volatility environment that helps maintain steady rates and tempers inflation concerns.
A divided government could yield the "best case" for bonds, creating stability through gridlock that limits sweeping fiscal changes and curbs deficit growth.
<h2 class="wp-block-heading">Equity Market Winners: Mag 7 In Focus Under GOP, Infrastructure &amp; Clean Energy For Democrats</h2>
For equity markets, each scenario presents distinct opportunities, particularly in the growth-oriented and infrastructure sectors. Under a Republican administration, WisdomTree expects an initial boost in stocks like the Magnificent Seven: (Meta Platforms Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/meta#NASDAQ">META</a>), Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
The Magnificent Seven stocks could be driven by extended tax cuts, reduced regulation, and potential capital gains exemptions.
The Roundhill Magnificent Seven ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NASDAQ">MAGS</a>) provides exposure to the Magnificent Seven stocks along with other popular tech-heavy ETFs such as the Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), the Vanguard Information Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VGT#NYSE">VGT</a>) and the Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>).
This favorable backdrop for the tech-heavy sector could stimulate momentum, although Siegel cautions that rising yields might cap equity gains by pressuring valuations.
In contrast, a Democratic sweep would likely favor sectors tied to clean energy and infrastructure. With a focus on the Inflation Reduction Act, the Democratic agenda is expected to channel substantial support into solar, hydrogen and renewable energy projects. The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) provides exposure to solar stocks.
Read Also: <a href="https://www.benzinga.com/markets/esg/24/11/41722922/trump-vs-harris-evgo-cleveland-cliffs-plug-power-nucor-brace-for-2024-election-impact">Trump Vs. Harris: EVgo, Cleveland-Cliffs, Plug Power, Nucor Brace For 2024 Election Impact</a>
This shift would likely benefit clean energy stocks while weighing on small-cap stocks with high U.S. revenue exposure, as they would face the most significant earnings impact from higher corporate tax rates. 
Investors in clean energy ETFs such as the iShares Global Clean Energy ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NYSE">ICLN</a>) and First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRID#NYSE">GRID</a>) and those invested in small-cap stocks via ETFs such as the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) or the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) should be wary of their holdings.
According to Wisdom Tree, Democratic leadership could also benefit international markets, as the reduced likelihood of higher tariffs might ease trade concerns and foster demand.
<h2 class="wp-block-heading">Navigating The Election Landscape</h2>
Beyond direct impacts on stocks and bonds, WisdomTree suggests that a blend of strategies, such as private credit, inflation hedges like gold, and international exposure with currency hedging, may help investors manage market uncertainty.
Trade policies, inflation, and the Federal Reserve's trajectory are all likely to play roles in shaping post-election strategies, underscoring the value of a diversified approach.
As the U.S. awaits the election results, WisdomTree's analysis highlights a divided outlook for investors. Whether the election ushers in policies that lift the Magnificent Seven stocks or bolsters the bond market, each scenario brings unique opportunities and risks to watch in the weeks ahead.
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Republican Win Likely To Lift Magnificent 7 Stocks, Democratic Sweep 'Better For Bonds,' Says WisdomTree

As the election season heats up, certain ETFs could experience significant impacts if Donald Trump secures the presidency. These funds span various sectors, including cryptocurrencies, energy, and small-cap stocks.
One of the sectors that investors need to keep an eye out for is cryptocurrency. Favorable policies and regulatory frameworks could emerge, boosting the crypto industry. A recent analysis suggests Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41710293/bitcoin-could-hit-90-000-if-trump-wins-hold-50-000-floor-under-harris-bernstein">could reach $90,000</a> if Trump wins, highlighting the importance of crypto policy in this election. Bitcoin-based ETFs like iShares Bitcoin Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBIT#NASDAQ">IBIT</a>), Grayscale Bitcoin Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GBTC#NYSE">GBTC</a>) and CoinShares Valkyrie Bitcoin Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WGMI#NASDAQ">WGMI</a>) might see benefits if Trump continues his supportive stance on cryptocurrencies and blockchain technology.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41704904/trump-whale-losing-grip-on-polymarket-odds-economist-justin-wolfers-wonders-whats-behind-t?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">&#8216;Trump Whale&#8217; Losing Grip On Polymarket Odds? Economist Justin Wolfers Wonders What&#8217;s Behind The Latest Change</a>
<a href="https://www.benzinga.com/markets/equities/24/10/41213583/what-a-trump-win-could-mean-for-financial-energy-stocks-lessons-from-2016">The energy sector, </a>often backed by Republicans, could also thrive under a Trump administration. Deregulation and supportive policies for fossil fuels such as oil, natural gas, and coal could enhance the attractiveness of energy stocks. Trump's 2016 victory was also favorable for the oil and coal industries since he supported deregulating the energy sector and prioritizing American energy production. The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) is among the largest ETFs in this sector and might see an uptick if the former president returns.
Small-cap companies, particularly those focused on domestic markets, could benefit from reduced regulation and favorable corporate taxes. The iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) may see positive performance under such conditions.
However, Trump&#8217;s proposed corporate tax cuts have<a href="https://www.benzinga.com/startups/24/10/41291635/are-trumps-proposed-corporate-tax-cuts-the-key-to-unleashing-a-stock-market-boom-heres-what-history"> sparked significant discussion</a>. He is advocating for a reduction of the federal corporate tax rate from 21% to 15%. Supporters argue that past economic gains have followed similar tax reductions while others say that lowering the corporate tax rate to 15% could increase the U.S. GDP by 0.4% and potentially create approximately 93,000 full-time jobs.
Price Action: As per <a href="https://pro.benzinga.com">Benzinga Pro</a>, during pre-market session on Monday, IBIT was trading 0.48% lower, WGMI was down by 0.52% and GBTC was down by 0.44%. Comparatively, XLE was faring slightly better, trading 0.80% higher. Meanwhile, IJR was up 0.05%. 
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41699095/dogecoin-set-for-parabolic-bull-run-in-november-says-analyst-keep-an-eye-out-for-a-sustain?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Dogecoin Set For &#8216;Parabolic Bull Run&#8217; In November, Says Analyst: &#8216;Keep An Eye Out For A Sustained Close&#8217;</a></li>
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Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
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Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

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Donald Trump's Return To White House Could Propel These ETFs To New Highs

With the launch of the Amplify Small-Mid Cap Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMAP#NYSE">SMAP</a>), investors have a fresh opportunity to tap into the often-overlooked sweet spot of the stock market: small- <a href="https://www.benzinga.com/money/best-mid-cap-stocks">and mid-cap companies</a>.
SMAP's timing couldn't be better, as small- and mid-caps have quietly outperformed their larger peers this year, and investors are starting to take notice.
Small-cap stocks, represented by the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), are up 6.97% year-to-date and 29.72% over the past year, while mid-caps, tracked by the iShares Core S&amp;P Mid-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJH#NYSE">IJH</a>), have gained a solid 13.39% YTD and 32.56% over the past year. 
Amplify's new ETF sits right in the middle of these two segments, offering investors a hybrid approach to capitalize on both growth and value opportunities.
Read Also: <a href="https://www.benzinga.com/news/24/09/40922597/russell-2000-outpaces-s-p-500-as-small-caps-anticipate-feds-interest-rate-move">Russell 2000 Outpaces S&amp;P 500 As Small Caps Anticipate Fed&#8217;s Interest Rate Move</a>
<h2 class="wp-block-heading">Small &amp; Mid-Caps In The Spotlight</h2>
Why now? Small- and mid-caps often thrive when interest rates fall, as lower borrowing costs boost their ability to fund expansion and grow earnings. 
With investors eyeing potential rate cuts from the Federal Reserve, Amplify is betting that its actively managed SMAP ETF—helmed by seasoned pros at Curi RMB Capital—will capture those inefficiencies and uncover high-growth gems before they run too far.
Small-caps, in particular, tend to have more room for growth but are often overlooked in favor of larger stocks. 
Mid-caps, meanwhile, offer the perfect balance between growth potential and stability. SMAP gives traders exposure to both categories, allowing them to capitalize on companies at different stages of their life cycles.
<h2 class="wp-block-heading">Why Amplify's SMAP Stands Out</h2>
For traders, the implications are clear: SMAP offers exposure to small- and mid-cap companies in a flexible way, avoiding the rigidities of passive indexing. 
As Amplify's CEO Christian Magoon puts it, SMAP brings &#8220;professionally selected companies&#8221; to the forefront—no forced selling when companies grow, no blind index rules. Just smart, nimble investing. 
Plus, in a rate-cutting environment, small- and mid-caps could become prime beneficiaries, making SMAP's launch all the more timely.
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Image: Pixabay

Small-Cap Vs. Mid-Cap: Amplify's New ETF Aims To Ride The Market's Sweet Spot

The Federal Reserve&#8217;s recent 50 basis point rate cut marks a notable shift in monetary policy, with significant implications for both the U.S. economy <a href="https://www.benzinga.com/markets/emerging-markets">and global markets</a>. 
Fund managers and strategists are weighing in on what this means for investors and what to expect next.
<h2 class="wp-block-heading">KraneShares: Fed's Rate Cut Signals A Cycle</h2>
Brendan Ahern, CIO of KraneShares, believes the Fed's 50 bps rate cut is the beginning of a larger easing cycle.
According to Ahern, &#8220;Another 50 basis point reduction is expected later this year, with an additional 100 basis points projected for 2025.&#8221; 
While some fear the possibility of a mild recession, Ahern points out that the U.S. economy is still displaying resilience. "Unemployment remains low, inflation is easing, consumer spending is holding strong, and corporate profits are generally stable," he notes, suggesting the potential for a "soft landing" instead of a hard downturn.
<h2 class="wp-block-heading">Russell Investments: Softer Stance Could Boost Markets</h2>
Paul Eitelman, chief investment strategist at Russell Investments, shares a more tempered yet optimistic view, noting that the Fed&#8217;s focus is shifting from aggressive inflation control to stabilizing economic growth.
&#8220;This marked the start of a long-awaited easing cycle,&#8221; he said, adding that the Fed is aiming to prevent major damage to the labor market.
Eitelman expects the Fed to maintain a steady pace of cuts—25 bps at each meeting through 2025—to balance risks. Should this strategy succeed, sectors like real estate and small caps could benefit from lower rates and a stabilizing economy.
The Vanguard Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VNQ#NYSE">VNQ</a>) and the SPDR Real Estate Select Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) are two of the most popular real estate equity tracking ETFs in the U.S. 
On the small-cap front, the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) and the iShares Russell 2000 Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWO#NYSE">IWO</a>) are two popular ETFs tracking the Russell 2000 Index &#8211; a popular benchmark for small-cap equity in the U.S. The iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) and the Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) are two other popular small-cap equity-tracking ETFs.
Don't miss out on this unparalleled opportunity:
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<li><a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Register now to secure your spot at Benzinga's Largest SmallCap Conference ever in Chicago!</a></li>
</ul>
<h2 class="wp-block-heading">WisdomTree&#8217;s Senior Economist: &#8220;I Am Surprised"</h2>
WisdomTree senior economist Professor Jeremy Siegel offered a candid take, expressing surprise at the Fed's bold move. &#8220;I&#8217;ll have to say, I am surprised. I was saying of course I wanted 50, you know I even wanted more, but I didn&#8217;t think he was going to do it.&#8221;
Siegel&#8217;s analysis also highlights the Fed's response to catching up with inflation control. "They realize that they were a bit behind the curve and now they are catching up," he said.
Siegel believes the rate cuts lower the probability of a recession, helping sustain economic strength.
Read Also: <a href="https://www.benzinga.com/markets/equities/24/09/40995794/key-stock-market-dates-predicting-major-swings-revealed-ahead-of-2024-election-according-to-bank">Key Stock Market Dates Predicting Major Swings Revealed Ahead Of 2024 Election, According To Bank Of America</a>
<h2 class="wp-block-heading">Emerging Markets: A Beneficiary Of Lower Rates?</h2>
KraneShares' Ahern also highlights the potential boost for emerging markets. A weaker U.S. dollar resulting from lower rates could &#8220;strengthen emerging market currencies,&#8221; and increased capital inflows may follow. Investors in the iShares Core MSCI Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IEMG#NYSE">IEMG</a>) and the Vanguard FTSE Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VWO#NYSE">VWO</a>) are well-positioned to benefit from the strengthening of emerging market equities.
Chinese assets, in particular, are attracting global investors as they trade at low valuations. Investors in the iShares MSCI China ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCHI#NYSE">MCHI</a>) and the KraneShares CSI China Internet ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KWEB#NYSE">KWEB</a>) are positioned to benefit from any increase in fund flows towards Chinese equities.
Ahern advises closely watching both U.S. policy shifts and China's economic recovery for potential opportunities in this space.
While the Fed's aggressive 50 bps cut has caught many by surprise, fund managers and strategists agree it may provide much-needed relief to financial markets, with growth sectors and emerging markets standing to benefit from the shift.
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Image created using artificial intelligence via Midjourney.

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Fed 'Catching Up' With 50-Point Rate Cut: Fund Managers Expect Gains In Emerging Markets, Small Caps

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/09/19/final-trades-target-home-depot-and-the-ijr.html">Halftime Report Final Trades</a>,&#8221; Stephanie Link of Hightower named Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) as her final trade.
On Thursday, Target tapped PepsiCo, Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) Jim Lee as its CFO and a member of its leadership team, effective Sept. 22. Lee brings over 25 years of experience in finance, strategy and more at PepsiCo. 
Lee will take over from COO Michael Fiddelke. Lee has served on multiple boards during his PepsiCo career, including Tropicana Brands Group and Celsius Holdings.
Kevin Simpson of Capital Wealth Planning said The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) would be a tremendous beneficiary of lower interest rates. The company has a dividend yield of 2.3%, he added.
Home Depot recently agreed to a settlement of almost $2 million to resolve allegations that it overcharged customers at checkout. The lawsuit, filed by prosecutors from six California counties, accused the retailer of "scanner violations," where the prices at checkout were higher than the advertised prices. The case was brought to the San Diego County Superior Court, reported NBC News.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Jim Lebenthal of Cerity Partners picked iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) as his final trade.
Price Action:
<ul>
<li>Target gained 1.9% to close at $156.49 during Thursday's session.</li>
<li>Home Depot shares gained 1.7% to settle at $390.34 on Thursday.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 2% during Thursday's session.</li>
</ul>
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Image: Shutterstock

Target, Home Depot And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Target, The Home Depot, iShares Core S&P Small-Cap ETF

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/09/13/final-trades-tesla-interactive-brokers-suncor-energy-and-the-ijr.html">Halftime Report Final Trades</a>,&#8221; Bryn Talkington of Requisite Capital Management said Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) continues to have some of the highest call premium in the market.
Tesla has made its 100 millionth 4680 cell to be used inside its Cybertruck vehicle, the company said on Saturday. The Austin, Texas-based company announced the milestone on the social media platform X. 
"Produced our 100 millionth 4680 cell across all our factories!," the company wrote, with an adjoining image of a Tesla-made humanoid robot holding up the<a href="https://www.benzinga.com/news/24/09/40867760/elon-musk-reacts-as-tesla-makes-100-millionth-4680-cells-enough-to-produce-over-73-500-cybertrucks"> landmark 100 millionth cell.</a>
Tesla CEO Elon Musk commented on the news via X.com. See below.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Congratulations Tesla cell team! <a href="https://t.co/oK4WaeWZ6p">https://t.co/oK4WaeWZ6p</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1835124037934367098?ref_src=twsrc%5Etfw">September 15, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/news/24/09/40873304/teslas-cybertruck-sales-in-july-nearly-matched-those-of-all-over-ev-trucks-combined-report">Tesla&#8217;s Cybertruck Sales In July Nearly Matched Those Of All Over EV Trucks Combined</a>
Joseph M. Terranova of Virtus Investment Partners said look for Interactive Brokers Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBKR#NASDAQ">IBKR</a>) to push well above its May high level of $129.
On Sept. 9, UBS analyst Brennan Hawken maintained Interactive Brokers with a Buy rating and raised the price target from $145 to $155.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Rob Sechan of NewEdge Wealth picked Suncor Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SU#NYSE">SU</a>), which is up 15% for the year, but 15% off its high level.
On Sept. 13, RBC Capital analyst Greg Pardy reiterated Suncor Energy with an Outperform and maintained a C$67 price target.
Jim Lebenthal of Cerity Partners named iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) as his final trade.
Price Action:
<ul>
<li>Tesla gained 0.2% to close at $230.29 during Friday's session.</li>
<li>Interactive Brokers shares gained 3.6% to settle at $128.07 on Friday.</li>
<li>Suncor Energy shares rose 0.4% to close at $36.44.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 2.6% during Friday's session.</li>
</ul>
Check This Out:<a href="https://www.benzinga.com/markets/24/09/40860420/jim-cramer-hold-on-to-builders-firstsource-heres-the-problem-with-viking-therapeutics"> </a>
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<li><a href="https://www.benzinga.com/markets/24/09/40860420/jim-cramer-hold-on-to-builders-firstsource-heres-the-problem-with-viking-therapeutics">Jim Cramer: &#8216;Hold On&#8217; To Builders FirstSource, &#8216;Here&#8217;s The Problem&#8217; With Viking Therapeutics</a></li>
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Image: Courtesy of Tesla

Tesla, Interactive Brokers, Suncor Energy And More: CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Tesla, Interactive Brokers Group, Suncor Energy, iShares Core S&P Small-Cap ETF

Small cap stocks are poised for a strong rally, according to Kevin Dreyer, co-CIO of Value at Gabelli Funds.
In a recent CNBC <a href="https://www.youtube.com/watch?v=k9u3gs7uztA">interview</a>, Dreyer, who oversees the Gabelli Asset Fund (GABAX), emphasized that small caps have &#8220;a long room to run&#8221; and are increasingly becoming an attractive option for investors looking to diversify their portfolios.
<h1 class="wp-block-heading">From Large Caps To Small Caps: The Shift Began In Early July</h1>
Dreyer noted that while growth stocks have dominated the markets for some time, a shift began to emerge in early July. 
"We are long-time value investors, and growth has really led the markets for some time now. But we started to see this rotation in early July," Dreyer explained.
This change is closely tied to recent actions by the Federal Reserve, which will soon start cutting interest rates. "Now this was in line with what we all are seeing now — the Fed finally cutting rates, and we&#8217;re seeing small-caps and value start to do better."
Read Also: <a href="https://www.benzinga.com/news/24/08/40535630/small-caps-set-to-lead-their-large-cap-brothers-for-rest-of-2024-says-market-strategist">Small Caps Set To &#8216;Lead Their Large Cap Brothers&#8217; For Rest Of 2024, Says Market Strategist</a>
<h1 class="wp-block-heading">Small Caps: Trading At &#8216;Massive Discount&#8217; To Large Cap Counterparts</h1>
The renewed interest in small caps comes as they are trading at a substantial discount compared to their large-cap counterparts. 
"Right now, they trade at a massive discount to their large-cap peers," Dreyer highlighted, suggesting that this could be an ideal time for investors to consider adding small caps to their portfolios.
Dreyer's optimistic view is also supported by the recent performance of the Russell 2000, a key index for small-cap stocks, which seems on track to close higher. Popular ETFs tracking the index closely include the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>), the Vanguard Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTWO#NYSE">VTWO</a>) and the Avantis U.S Small Cap Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVSC#NYSE">AVSC</a>).
Though they don&#8217;t track the Russell 2000 index, the iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>) and the Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) are other popular ways to get investment exposure to small-cap equity.
<h1 class="wp-block-heading">Small Caps Still Have A &#8216;Long Way To Go&#8217;</h1>
"By and large, we&#8217;ve been buying more small caps lately, and we think they&#8217;ve got a long way to go," Dreyer added, indicating that the current market environment could present a lucrative opportunity for those looking to capitalize on undervalued assets.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/08/40447799/small-caps-soar-3-russell-2000-stocks-doubling-investor-wealth-in-2024">Small Caps Soar: 3 Russell 2000 Stocks Doubling Investor Wealth In 2024</a></li>
</ul>
Don&#8217;t miss the opportunity to dominate in a volatile market at the&nbsp;<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Benzinga SmallCAP Conference on Oct. 9-10, 2024</a>, at the Chicago Marriott Downtown Magnificent Mile.
Get exclusive access to CEO presentations, 1:1 meetings with investors, and valuable insights from top financial experts. Whether you&#8217;re a trader, entrepreneur, or investor, this event offers unparalleled opportunities to grow your portfolio and network with industry leaders.
<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Secure your spot and get your tickets today</a>!
Photo: IConcept via Shutterstock

Russell 2000 Stocks 'Trading At A Massive Discount' To Large Caps: Gabelli Funds' Kevin Dreyer

While the titans of tech may dominate headlines, a quieter revolution is brewing among <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis">small-cap stocks</a>. 
According to Ryan Detrick, chief market strategist at Carson Group LLC, small caps are not only staging a remarkable rally but could soon surpass their larger rivals.
Detrick has thrown a spotlight on this trend with his recent tweet, noting that &#8220;The past 12 months small caps are up 18%.&#8221;
&#8220;Yes, they aren&#8217;t up as much as large cap tech, but we continue to expect them to do quite well the rest of &#8217;24 and likely lead their lg cap brothers,&#8221; he said in a post.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The past 6 months small caps are up 9%. The past 12 months small caps are up 18%. The past 5 yrs small caps are up 50%. Yes, they aren&#39;t up as much as large cap tech, but we continue to expect them to do quite well the rest of &#39;24 and likely lead their lg cap brothers.
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1826996780610802069?ref_src=twsrc%5Etfw">August 23, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h2 class="wp-block-heading">Small Cap ETFs Showing Strength</h2>
Here's how the small-cap ETFs are faring, underscoring the bullish sentiment:
<ul>
<li>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): Up 8% YTD, this ETF has delivered a 9.2% gain over the past six months and a solid 17% over the past year. Its five-year return stands at an impressive 57%.</li>
<li>iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>): This ETF boasts a 10.3% YTD increase and a 18.5% rise over the past year, with a five-year gain of 51%.</li>
<li>Vanguard Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>): With an 10% YTD performance, VB has risen 18.3% in the past year and 56.6% over five years.</li>
</ul>
These strong performances highlight the potential in the small-cap sector. For those looking to explore further opportunities and navigate a volatile market, the <a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/">Benzinga SmallCAP Conference</a> on Oct. 9-10 in Chicago offers a chance to gain valuable insights and connect with industry leaders.
Read Also: <a href="https://www.benzinga.com/news/24/08/40515774/international-small-cap-etf-reaches-52-week-high-leaving-investors-wondering-whats-next">International Small-Cap ETF Reaches 52-Week High, Leaving Investors Wondering What&#8217;s Next</a>
<h2 class="wp-block-heading">What This Means for Investors?</h2>
Despite the dominance of large-cap tech stocks, small caps are carving out their own success story. Detrick's insight hints at an exciting year ahead for these nimble players, suggesting they could outpace their larger counterparts.
For investors, the potential leadership of small caps in 2024 could present a significant opportunity. As Detrick suggests, small-cap stocks are not only catching up, but could outpace their larger counterparts in the near future. This shift could translate into substantial gains for those who pivot to small-cap investments now.
ETFs like IJR, IWM, and VB offer diversified exposure to this segment, reflecting their strong recent performance and potential for continued growth. 
Investors looking to capitalize on this trend might consider increasing their allocation to small-cap funds or individual small-cap stocks, balancing their portfolios with these high-growth opportunities.
As we move into the latter half of 2024, small-cap stocks may have the potential to outperform, highlighting that market size isn&#8217;t always the key factor in investing.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/08/40447799/small-caps-soar-3-russell-2000-stocks-doubling-investor-wealth-in-2024">Small Caps Soar: 3 Russell 2000 Stocks Doubling Investor Wealth In 2024</a></li>
</ul>
Don't miss the opportunity to dominate in a volatile market at the&nbsp;<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Benzinga SmallCAP Conference on Oct. 9-10, 2024</a>, at the Chicago Marriott Downtown Magnificent Mile.
Get exclusive access to CEO presentations, 1:1 meetings with investors, and valuable insights from top financial experts. Whether you're a trader, entrepreneur, or investor, this event offers unparalleled opportunities to grow your portfolio and network with industry leaders.
<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Secure your spot and get your tickets today</a>!
Image created using artificial intelligence via Midjourney.

Small Caps Set To 'Lead Their Large Cap Brothers' For Rest Of 2024, Says Market Strategist

제조업의 부활과 <a href="https://www.benzinga.com/news/small-cap">소형주의 부흥이 2025년에 일어날 것</a>을 기대해 보자.
이는 글로벌 X ETF의 투자 전략 책임자인 스콧 헬프스타인(Scott Helfstein)의 말이다. 23개월간의 힘든 축소 기간을 거친 후, &#8220;온건한 보호무역 정책이 생산을 재시작하는 데 도움이 될 수 있다&#8221;고 그가 <a href="https://www.globalxetfs.com/global-x-2025-outlook/">말했다</a>.
<h2 class="wp-block-heading">제조업: 침체에서 다이너모로</h2>
서비스에 비해 줄어든 역할에도 불구하고, 제조업은 여전히 7조 달러 규모로 GDP의 약 25%를 차지한다. 글로벌 X는 관세 정책과 공급망 재조정을 성장의 잠재적 촉매로 보고 있다.
여기서 중요한 점은, 역사적 추세에 따르면 관세가 1% 상승하면 신규 주문과 근무 시간이 각각 0.2% 증가할 수 있다는 것이다. 헬프스타인은 &#8220;비즈니스 서비스의 확장이 소비자 가격 상승에 따른 부담을 상쇄할 것&#8221;이라고 예측한다.
산업 선택 섹터 SPDR 펀드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>)는 투자자들에게 산업 및 제조 분야의 주요 기업들에 대한 노출을 제공한다.
추가로 읽어보세요: <a href="https://www.benzinga.com/24/11/41886697/two-ideas-famed-stock-market-forecasters-agree-on-for-2025">트럼프의 승리가 두 시장 전문가를 소형주와 금융주에 베팅하게 한 이유</a>
<h2 class="wp-block-heading">소형주: 달릴 준비 완료</h2>
만약 <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis">소형 기업들이</a> 이전 지출 수준으로 돌아간다면, 이는 1,400억 달러와 비거주 민간 투자에 4%의 상승 효과를 가져올 수 있다고 헬프스타인이 덧붙였다.
규제 완화와 개선된 사업 환경이 그들의 자본 지출을 재점화할 수 있다고 설명합니다. 따라서 이들 기업이 대형 기업들처럼 헤드라인을 장식하지는 않지만, 지역 성장과 시장 확장을 주도할 수 있는 능력은 무시할 수 없습니다.
인기 있는 ETF인 iShares Core S&amp;P 소형주 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>), iShares 러셀 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) 및 Vanguard 소형주 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)는 미국 소형주에 대한 노출을 제공한다.
<h2 class="wp-block-heading">평가: 높은 평가, 그러나 정당화될까?</h2>
S&amp;P 500의 선행 주가수익비율이 24배로 높은 수준에 있는 만큼, 회의적 시각이 나오는 것은 자연스러운 일이다. 하지만 글로벌 X는 이것이 기록적인 이익률 상승과 기업들이 기술 중심의 효율성을 강화하는 데 주력하면서 발생한 지속적인 변화의 일환일 수 있다고 주장한다.
그리고 주목할 만한 통계는, S&amp;P 500의 73%가 200일 이동 평균선 위에서 거래되고 있다는 것이다. 이는 시장 폭이 개선되고 있다는 신호이다. 제조업의 재부흥과 소형주의 부활이 결합된다면, 더 넓은 참여로 가는 길이 더 명확해 보인다.

다음 읽어보세요: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%9F%AC%EC%85%80-2000%EC%9D%98-%EA%B3%A0%EC%88%98%EC%9D%B5-%EC%A2%85%EB%AA%A9-%EC%96%91%EC%9E%90-ai-%EC%9B%90%EC%9E%90%EB%A0%A5-%EB%B0%8F-%EC%9A%B0%EC%A3%BC%EB%A1%9C-2024%EB%85%84%EC%9D%84/" target="_blank" rel="noopener">러셀 2000 고수익주: 양자, AI, 원자력, 우주로 2024년을 형성하는 4개 주식</a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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Amplify Small-Mid Cap Equity ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMAP#NYSE">SMAP</a>)의 출시로 투자자들은 종종 간과되는 주식 시장의 달콤한 지점인 소형주와 <a href="https://www.benzinga.com/money/best-mid-cap-stocks" target="_blank" rel="noopener" data-google-interstitial="false">중형주 기업들</a>에 접근할 수 있는 새로운 기회를 얻게 되었다.
SMAP의 출시에 맞춰 소형주와 중형주가 올해 조용히 대형주를 초과 성과를 보이고 있으며, 투자자들이 이를 주목하기 시작했다.
iShares Core S&amp;P Small-Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>)로 대표되는 소형주는 연초 대비 5.92%, 지난 1년 동안 27.90% 상승한 반면, iShares Core S&amp;P Mid-Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJH#NYSE">IJH</a>)로 추적되는 중형주는 연초 대비 12.87% 상승, 지난 1년 동안 31.95% 상승했다.
앰플리파이(Amplify)의 새로운 ETF는 이 두 세그먼트의 중간에 위치하여 투자자들에게 성장 기회와 가치 기회를 모두 활용할 수 있는 하이브리드 접근 방식을 제공한다.
추가 읽기: <a href="https://www.benzinga.com/news/24/09/40922597/russell-2000-outpaces-s-p-500-as-small-caps-anticipate-feds-interest-rate-move">러셀 2000이 S&amp;P 500을 초과 성과, 소형주가 연준의 금리 인하 움직임을 예상</a>
<h2 class="wp-block-heading">소형주 및 중형주가 주목받는 이유</h2>
왜 지금인가? 소형주와 중형주는 금리가 하락할 때 종종 성장한다. 낮은 차입 비용은 이들이 확장을 자금조달하고 수익을 성장시킬 수 있는 능력을 향상시킨다.
투자자들이 연방준비제도(연준)의 잠재적 금리 인하를 주목하고 있는 가운데, 앰플리파이는 경험이 풍부한 큐리 RMB 캐피털(Curi RMB Capital)의 전문가들이 이끄는 액티브 관리 SMAP ETF가 이러한 비효율성을 포착하고 고성장 보석을 발견할 것이라고 기대하고 있다.
특히 소형주는 성장 가능성이 더 크지만 대형주에 비해 종종 간과된다.
중형주는 성장 가능성과 안정성 간의 완벽한 균형을 제공한다. SMAP은 두 가지 카테고리에 대한 노출을 제공하여 서로 다른 생애 주기에 있는 회사들을 활용할 수 있게 한다.
<h2 class="wp-block-heading">앰플리파이의 SMAP이 돋보이는 이유</h2>
트레이더들에게 그 의미는 분명하다: SMAP은 소형주와 중형주에 유연하게 노출될 수 있는 기회를 제공하여 패시브 인덱싱의 경직성을 피한다.
애플리파이의 CEO인 크리스찬 매군(Christian Magoon)의 말에 따르면, SMAP은 "전문적으로 선별된 회사들"을 전면에 내세우며, 회사들이 성장할 때 강제 매도 없고, 맹목적인 인덱스 규칙 없으며 단지 스마트하고 민첩한 투자이다.
또한 금리 인하 환경에서는 소형주와 중형주가 주요 수혜자가 될 수 있어 SMAP의 출시 시점이 더욱 적절하다.
다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/24/09/40927138/voo-vs-vti-which-us-stock-market-etf-could-benefit-more-from-interest-rate-cuts">VOO 대 VTI: 어느 미국 주식 시장 ETF가 금리 인하에서 더 많은 혜택을 볼 수 있을까?</a></li>
</ul>
이미지: Pixabay
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

가벨리 펀드(Gabelli Funds)의 밸류(Value) 공동 CIO인 케빈 드레이어(Kevin Dreyer)에 따르면 소형주는 강력한 상승세를 보일 준비가 되어 있다.
최근 CNBC <a href="https://www.youtube.com/watch?v=k9u3gs7uztA">인터뷰</a>에서 가벨리 에셋 펀드(GABAX)를 감독하는 드레이어는 소형주가 &#8216;상당한 상승 여력이 있고&#8217; 포트폴리오를 다각화하려는 투자자들에게 점점 더 매력적인 옵션이 되고 있다고 강조했다.
<h2 class="wp-block-heading">대형주에서 소형주로: 변화는 7월 초에 시작</h2>
드레이어는 성장주가 한동안 시장을 지배해 왔지만 7월 초부터 변화가 나타나기 시작했다고 지적했다.
그는 &#8220;우리는 오랫동안 가치 투자자였으며 성장이 실제로 시장을 주도해 왔다. 하지만 7월 초부터 이러한 순환이 나타나기 시작했다&#8221;고 설명했다.
이러한 변화는 곧 금리 인하를 시작할 연방준비제도(연준)의 최근 움직임과 밀접하게 연관되어 있다. &#8220;이제 이는 우리 모두가 보고 있는 것과 일치한다. 연준이 마침내 금리를 인하하고, 소형주와 가치주가 더 좋아지기 시작하는 것을 보고 있다.&#8221;
또한 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ec%86%8c%ed%98%95%ec%a3%bc%eb%93%a4%ec%9d%b4-2024%eb%85%84-%eb%82%a8%ec%9d%80-%ea%b8%b0%ea%b0%84-%eb%8f%99%ec%95%88-%eb%8c%80%ed%98%95%ec%a3%bc-%ed%98%95%ec%a0%9c%eb%93%a4%ec%9d%84-%ec%9d%b4/" target="_blank" rel="noopener">2024년 나머지 기간 동안 소형주가 대형주를 &#8216;주도할 것&#8217;이라고 시장 전략가가 말했다.</a>
<h2 class="wp-block-heading">소형주: 대형주에 비해 &#8216;막대한 할인&#8217; 거래 중</h2>
소형주에 대한 새로운 관심은 대형주에 비해 상당히 할인된 가격으로 거래되고 있기 때문이다.
드레이어는 &#8220;현재 그들은 대형주 동료들에 비해 엄청난 할인을 받고 거래하고 있다&#8221;고 강조하면서 지금이 투자자들이 포트폴리오에 소형주 추가를 고려할 이상적인 시기가 될 수 있음을 시사했다.
드레이어의 낙관적인 견해는 소형주 주요 지수인 러셀 2000의 최근 실적에서도 뒷받침된다. 이 지수를 밀접하게 추적하는 인기 ETF로는 iShares Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>), Vanguard Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTWO#NYSE">VTWO</a>) 및 Avantis U.S Small Cap Equity ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVSC#NYSE">AVSC</a>)가 있다.
러셀 2000 지수를 추적하지는 않지만 iShares Core S&amp;P Small-Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>)와 Vanguard Small Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)는 소형주에 대한 투자 노출을 얻는 또 다른 인기 있는 방법이다.
<h2 class="wp-block-heading">소형주들은 여전히 &#8216;가야 할 길이 멀다&#8217;</h2>
드레이어는 &#8220;대체로 우리는 최근에 더 많은 소형주를 매입해 왔으며 그들이 갈 길이 멀다고 생각한다&#8221;고 덧붙였다. 이는 현재 시장 환경이 저평가된 자산을 활용하려는 사람들에게 수익성 있는 기회를 제공할 수 있음을 나타낸다.
다음 읽어보세요:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%86%8c%ed%98%95%ec%a3%bc-%ea%b8%89%eb%93%b1-2024%eb%85%84%ec%97%90-%ed%88%ac%ec%9e%90%ec%9e%90%ec%9d%98-%ec%9e%ac%ec%82%b0%ec%9d%84-%eb%91%90-%eb%b0%b0%eb%a1%9c-%eb%b6%88%eb%a6%ac%eb%8a%94/" target="_blank" rel="noopener">소형주가 급등: 2024년에 투자자 재산을 두 배로 늘리는 3개 러셀 2000 주식</a></li>
</ul>
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%86%8c%ed%98%95%ec%a3%bc-%ea%b8%89%eb%93%b1-2024%eb%85%84%ec%97%90-%ed%88%ac%ec%9e%90%ec%9e%90%ec%9d%98-%ec%9e%ac%ec%82%b0%ec%9d%84-%eb%91%90-%eb%b0%b0%eb%a1%9c-%eb%b6%88%eb%a6%ac%eb%8a%94/">소형주가 급등: 2024년에 투자자 자산을 두 배로 늘려줄 3개의 러셀 2000 주식</a></li>
</ul>
10월 9~10일 시카고 메리어트 다운타운 매그니피센트 마일에서 열리는 <a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Benzinga SmallCAP 컨퍼런스에서</a> 변동성이 큰 시장을 장악할 수 있는 기회를 놓치지 마십시오.
CEO 발표, 투자자와의 1:1 미팅, 최고의 재무 전문가들로부터의 귀중한 통찰력을 독점적으로 얻을 수 있습니다. 트레이더, 기업가 또는 투자자이든, 이 이벤트는 포트폴리오를 성장시키고 업계 리더들과 네트워킹할 수 있는 비할 데 없는 기회를 제공합니다.
<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">지금 자리를 확보하고 티켓을 구매하세요!</a>
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러셀 2000 주식, 대형주에 비해 '대규모 할인' 거래 중: 가벨리 펀드의 케빈 드레이어

거대 기술 기업들이 헤드라인을 장악할지 몰라도, <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis" target="_blank" rel="noopener" data-google-interstitial="false">소형주</a>에서는 보다 조용한 혁명이 일어나고 있다.
카슨 그룹(Carson Group LLC)의 수석 시장 전략가인 라이언 데트릭(Ryan Detrick)에 따르면 소형주는 놀라운 상승세를 보이고 있을 뿐만 아니라 곧 대형 경쟁사들을 능가할 수도 있다.
데트릭은 최근 트윗을 통해 &#8220;지난 12개월간 소형주가 18% 상승했다&#8221;고 언급하면서 이러한 추세를 조명했다.
&#8220;예, 그들은 대형 기술주만큼 상승하지는 않았지만, 우리는 그들이 2024년의 나머지 기간 동안 꽤 잘 해낼 것으로 계속 기대하고 있으며 대형주들을 이끌 가능성이 높다&#8221;고 그가 게시물에서 말했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
The past 6 months small caps are up 9%.
The past 12 months small caps are up 18%.
The past 5 yrs small caps are up 50%.
Yes, they aren&#39;t up as much as large cap tech, but we continue to expect them to do quite well the rest of &#39;24 and likely lead their lg cap brothers.
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1826996780610802069?ref_src=twsrc%5Etfw">August 23, 2024</a></blockquote>
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<h2 class="wp-block-heading">소형주 ETF의 강세</h2>
낙관적인 분위기를 강조하는 소형주 ETF의 실적은 다음과 같다:
<ul>
<li>iShares Core S&amp;P Small-Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): 올해 들어 8% 상승했으며, 지난 6개월 동안 9.2% 상승, 지난 1년 동안 17% 상승했다. 5년 수익률은 인상적인 57%이다.</li>
<li>iShares Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>): 올해 10.3% 상승, 지난 1년 동안 18.5% 상승했으며, 5년 동안 51% 상승했다.</li>
<li>Vanguard Small Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>): 올해 10% 상승, 지난 1년 동안 18.3% 상승, 지난 5년 동안 56.6% 상승했다.</li>
</ul>
이러한 강력한 성과들은 소형주 섹터의 잠재력을 강조한다. 더 많은 기회를 모색하고 변동성이 큰 시장을 탐색하려는 사람들을 위해 10월 9~10일 시카고에서 열리는 <a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/">Benzinga SmallCAP</a> 컨퍼런스는 귀중한 통찰력을 얻고 업계 리더들과 소통할 수 있는 기회를 제공합니다.
또한 읽기: <a href="https://www.benzinga.com/news/24/08/40515774/international-small-cap-etf-reaches-52-week-high-leaving-investors-wondering-whats-next">국제 소형주 ETF가 52주 최고치를 기록하며 투자자들은 다음 행보를 궁금해하고 있다.</a>
<h2 class="wp-block-heading">투자자들에게 주는 의미는?</h2>
대형 기술주의 지배력에도 불구하고 소형주들은 그들만의 성공 스토리를 만들어가고 있다. 데트릭의 통찰력은 이러한 민첩한 플레이어들에게 앞으로 흥미로운 한 해가 될 것임을 암시하며, 그들이 더 큰 상대를 능가할 수 있음을 시사한다.
투자자들에게 2024년 소형주의 잠재적 리더십은 상당한 기회를 제공할 수 있다. 데트릭이 제안한 것처럼 소형주가 따라잡을 뿐만 아니라 가까운 미래에 대형주를 앞지를 수도 있다. 이러한 변화는 현재 소규모 투자로 전환하는 사람들에게 상당한 이익을 가져올 수 있다.
IJR, IWM 및 VB와 같은 ETF는 최근의 강력한 성과와 지속적인 성장 잠재력을 반영하여 이 부문에 대한 다양한 노출을 제공한다.
이러한 추세를 활용하려는 투자자는 소형주 펀드나 개별 소형주에 대한 배분을 늘리고 포트폴리오와 이러한 고성장 기회의 균형을 맞추는 것을 고려할 수 있다.
2024년 하반기로 접어들면서 소형주는 더 나은 성과를 낼 가능성이 있으며, 이는 시장 규모가 항상 투자의 핵심 요소는 아니라는 점을 강조합한다.
다음 읽어보세요: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ec%86%8c%ed%98%95%ec%a3%bc-%ea%b8%89%eb%93%b1-2024%eb%85%84%ec%97%90-%ed%88%ac%ec%9e%90%ec%9e%90%ec%9d%98-%ec%9e%ac%ec%82%b0%ec%9d%84-%eb%91%90-%eb%b0%b0%eb%a1%9c-%eb%b6%88%eb%a6%ac%eb%8a%94/">소형주가 급등: 2024년에 투자자 자산을 두 배로 늘려줄 3개의 러셀 2000 주식</a></li>
</ul>
10월 9~10일 시카고 메리어트 다운타운 매그니피센트 마일에서 열리는 <a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Benzinga SmallCAP 컨퍼런스에서</a> 변동성이 큰 시장을 장악할 수 있는 기회를 놓치지 마십시오.
CEO 발표, 투자자와의 1:1 미팅, 최고의 재무 전문가들로부터의 귀중한 통찰력을 독점적으로 얻을 수 있습니다. 트레이더, 기업가 또는 투자자이든, 이 이벤트는 포트폴리오를 성장시키고 업계 리더들과 네트워킹할 수 있는 비할 데 없는 기회를 제공합니다.
<a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">지금 자리를 확보하고 티켓을 구매하세요!</a>
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소형주들이 2024년 남은 기간 동안 "대형주 형제들을 이끌 것"으로 예상: 시장 전략가

시장이 <a href="https://www.benzinga.com/topic/interest-rates">연방준비제도(연준)의 금리 인하</a> 주기의 시작에 가까워짐에 따라 금리에 민감한 시장 부문이 상승할 것이라는 낙관적인 전망에 힘입어 투자자들은 소형주에 대해 점점 더 강세 입장을 취하고 있다.
7월은 매우 중요한 달이었다. 특히 거의 2년간의 강세장 동안 지배적이었던 기술 부문에서 소형주가 대형주를 크게 앞섰기 때문이다.
러셀 2000 지수는 7월 25일 현재 기술주 중심의 나스닥 100 지수가 3.6% 하락한 데 비해 월간 거의 9% 급등했다.
기술 대비 러셀 2000이 거의 13% 포인트에 달하는 성과 격차는 2002년 4월 이후 &#8220;소형주 매수, 기술주 매도&#8221; 거래에서 가장 좋은 달을 의미하며, 진행 중인 시장 전환의 강도와 속도를 강조한다.
<h3 class="wp-block-heading">차트: &#8216;러셀 2000 롱, 나스닥 100 숏&#8217; 거래는 20년 만에 최고의 한 달</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-457807" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-1024x487.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-1024x487.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-300x143.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-768x365.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-1536x730.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43.png 1920w" alt="" width="1024" height="487" /></figure>
<h3 class="wp-block-heading">소형주 ETF로의 강력한 자금 유입</h3>
소형주의 인상적인 성과는 주요 소형주 중심 ETF로의 상당한 자금 유입으로 이어졌다.
Etfdb.com의 데이터에 따르면 미국 소형주 지수를 추적하는 최대 ETF 중 하나인 iShares Russell 2000 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)는 이번 달에 60억 달러 이상의 순유입을 기록하여 2024년 현재까지 가장 높은 유입을 기록했다.
다른 몇몇 소형 ETF도 이번 달에 상당한 투자자 자금을 유치했다:
<ul>
<li>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): 순 유입 6억 4,500만 달러</li>
<li>Avantis U.S. Small Cap Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVUV#NYSE">AVUV</a>): 순 유입 5억 5,328만 달러</li>
<li>Invesco S&amp;P SmallCap Momentum ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSMO#NYSE">XSMO</a>): 순 유입 3억 5,000만 달러</li>
<li>SPDR Portfolio S&amp;P 600 Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPSM#NYSE">SPSM</a>): 순 유입 1억 8,800만 달러</li>
</ul>
올해 현재까지 Vanguard Small-Cap ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)와 Pacer US Small Cap Cash Cows 100 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALF#NYSE">CALF</a>)는 각각 31억 달러, 29억 달러로 투자자들의 가장 많은 자금을 유치했다.
<h3 class="wp-block-heading">다른 전망</h3>
러셀 2000 지수의 강력한 성과와 소형주 ETF로의 상당한 자금 유입에도 불구하고 일부 전문가들은 주의를 촉구하고 있다.
"투자자들과 분석가들은 연준의 긴축 주기가 끝나면 중소기업들, 특히 부채에 의존하여 운영하는 기업들에 더 나은 날이 올 것이라고 희망하고 있다. 하지만 우리는 확신하지 못한다"고 베테랑 월가 투자가인 에드 야데니(Ed Yardeni)가 메모에서 밝혔습니다.
특히 기술 부문에서 대기업들은 중소기업들이 쉽게 복제할 수 없는 이점을 갖고 있다고 그가 말했다.
예를 들어, 주요 기술 기업들은 상당한 현금을 보유하고 있어 상당한 자본 지출과 R&amp;D 예산을 지원하여 경쟁 우위를 유지할 수 있다.
몇 가지 예를 들자면, 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)는 지난 분기 말 기준으로 1,110억 달러에 달하는 현금 비축량을 보유하고 있다. 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)과 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)의 현금 보유액은 각각 870억 달러와 800억 달러이다.
재정적 유연성을 통해 중요한 신기술이나 비즈니스 라인을 갖춘 소규모 기업들의 전략적 인수가 가능하다. 지난해 마이크로소프트가 챗GPT 개발사인 오픈AI에 100억 달러를 투자한 것이 이러한 기능을 잘 보여준다.
야데니는 가장 빠르게 성장하고 잠재력이 가장 높은 기업들이 이미 대형 기업들이나 사모 펀드 투자자들과 파트너십을 맺었을 수도 있다고 말한다.
&#8220;물론 이는 후발 주자들이 S&amp;P 400과 S&amp;P 600에서 거래할 수 있다는 것을 의미하며, 이는 투자자들이 조만간 대형주 대안으로 돌아올 것임을 시사한다&#8221;고 그가 말했다.
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투자자들은 소형주에 올인하고 이번 달 러셀 2000 ETF에 60억 달러 이상을 투자

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