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

Consumer Cyclical

Financial Services

Technology

Healthcare

Real Estate

Energy

Basic Materials

Consumer Defensive

Communication Services

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

Analyst Color

News

Small Cap Analysis

Small Cap

Analyst Ratings

Media

Trading Ideas

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

Broad U.S. Equity ETFs

Specialty ETFs

ETFs

거대 기술 기업들이 헤드라인을 장악할지 몰라도, 소형주에서는 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.

소형주들이 2024년 남은 기간 동안 &#34;대형주 형제들을 이끌 것&#34;으로 예상: 시장 전략가

Equities

Large Cap

Macro Economic Events

Sector ETFs

Econ #s

Economics

Federal Reserve

Markets

Tech

AMZN

AVUV

CALF

GOOGL

MSFT

SPSM

XSMO

시장이 연방준비제도(연준)의 금리 인하 주기의 시작에 가까워짐에 따라 금리에 민감한 시장 부문이 상승할 것이라는 낙관적인 전망에 힘입어 투자자들은 소형주에 대해 점점 더 강세 입장을 취하고 있다.

투자자들은 소형주에 올인하고 이번 달 러셀 2000 ETF에 60억 달러 이상을 투자

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:
<ul>
<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.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/bonds/24/09/40993114/companies-run-to-bond-markets-after-last-weeks-fed-rate-cut">Companies Run To Bond Markets After Last Week&#8217;s Fed Rate Cut</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Asia

Emerging Markets

Emerging Market ETFs

IEMG

KWEB

MCHI

XLRE

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>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/09/40948972/coinbase-global-electronic-arts-and-2-other-stocks-executives-are-selling">Coinbase Global, Electronic Arts And 2 Other Stocks Executives Are Selling</a></li>
</ul>
Image: Shutterstock

Long Ideas

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.
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<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>
<ul>
<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>
</ul>
Image: Courtesy of Tesla

IBKR

TSLA

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>
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</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

Making its debut on 12/30/2016, smart beta exchange traded fund ALPS O&#39;Shares U.S. Small-Cap Quality Dividend ETF (BATS: <a class="ticker" href="https://www.benzinga.com/stock/ousm#BATS">OUSM</a>) provides investors broad exposure to the Style Box - Small Cap Blend category of the market.
<h2>What Are Smart Beta ETFs?</h2>
Products that are based on market cap weighted indexes, which are strategies designed to reflect a specific market segment or the market as a whole, have traditionally dominated the ETF industry.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
There are some investors, though, who think it&#39;s possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.
This kind of index follows this same mindset, as it attempts to pick stocks that have better chances of risk-return performance; non-cap weighted strategies base selection on certain fundamental characteristics, or a mix of such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
<h2>Fund Sponsor &amp; Index</h2>
The fund is managed by Alps. OUSM has been able to amass assets over $666.01 million, making it one of the average sized ETFs in the Style Box - Small Cap Blend. This particular fund seeks to match the performance of the FTSE Russell US Qual / Vol / Yield Factor 3% Capped Index before fees and expenses.
The OShares U.S. Small-Cap Quality Dividend Index is designed to reflect the performance of publicly-listed small-capitalization dividend-paying issuers in the United States exhibiting high quality, low volatility and high dividend yields.
<h2>Cost &amp; Other Expenses</h2>
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.48%, making it one of the more expensive products in the space.
OUSM&#39;s 12-month trailing dividend yield is 1.31%.
<h2>Sector Exposure and Top Holdings</h2>
Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund&#39;s holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
Representing 34.40% of the portfolio, the fund has heaviest allocation to the Financials sector; Industrials and Consumer Discretionary round out the top three.
Taking into account individual holdings, Juniper Networks Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/jnpr#NYSE">JNPR</a>) accounts for about 2.02% of the fund&#39;s total assets, followed by Tradeweb Markets Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/tw#NASDAQ">TW</a>) and Encompass Health Corp. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ehc#NYSE">EHC</a>).
Its top 10 holdings account for approximately 19.45% of OUSM&#39;s total assets under management.
<h2>Performance and Risk</h2>
The ETF has gained about 8.67% so far this year and is up about 16.66% in the last one year (as of 08/15/2024). In the past 52-week period, it has traded between $33.36 and $44.13.
The ETF has a beta of 1.05 and standard deviation of 16.86% for the trailing three-year period. With about 107 holdings, it effectively diversifies company-specific risk.
<h2>Alternatives</h2>
ALPS O&#39;Shares U.S. Small-Cap Quality Dividend ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 ETF (ARCA:IWM) tracks Russell 2000 Index and the iShares Core S&amp;P Small-Cap ETF (ARCA:IJR) tracks S&amp;P SmallCap 600 Index. IShares Russell 2000 ETF has $63.97 billion in assets, iShares Core S&amp;P Small-Cap ETF has $81.88 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend.
<a href="https://www.zacks.com/stock/news/2322377/is-alps-o-shares-u-s-small-cap-quality-dividend-etf-ousm-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2322377">To read this article on Zacks.com click here.</a>

Dividends

JNPR

O'Shares FTSE Russell Small Cap Quality Dividend ETF

OUSM

Is ALPS O'Shares U.S. Small-Cap Quality Dividend ETF a Strong ETF Right Now?

Investors are increasingly bullish on small-cap stocks, driven by optimistic projections for the interest-rate-sensitive segment of the market to thrive as the market approaches the onset of a <a href="https://www.benzinga.com/topic/interest-rates">Federal Reserve rate cut cycle.</a>
July has been a pivotal month, as small caps significantly outperformed large caps, especially in the tech sector, which dominated during the nearly two-year bull market.
The Russell 2000 index has surged nearly 9% month-to-date compared to a 3.6% decline for the tech-heavy Nasdaq 100 as of July 25.
The performance gap of nearly 13 percentage points in favor of the Russell 2000 over tech marks the best month for the &#8220;long small cap, short tech&#8221; trade since April 2002, highlighting the strength and speed of the ongoing market rotation.
<h3 class="wp-block-heading">Chart: It&#8217;s The Best Month In Over 2 Decades For The &#8216;Long Russell 2000, Short Nasdaq 100&#8217; Trade</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="487" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/07/25153006/image-43-1024x487.png" alt="" class="wp-image-457807" 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" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h3 class="wp-block-heading">Strong Inflows Into Small-Cap ETFs</h3>
The impressive performance of small-cap stocks has been mirrored by significant inflows into major small-cap-focused ETFs. 
The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>), one of the largest ETFs tracking the U.S. small-cap index, saw over $6 billion in net inflows this month, marking the highest influx of 2024 to date, according to data from Etfdb.com.
Several other small-cap ETFs have also drawn considerable investor funds this month:
<ul>
<li>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): $645 million in net inflows</li>
<li>Avantis U.S. Small Cap Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVUV#NYSE">AVUV</a>): $553.28 million in net inflows</li>
<li>Invesco S&amp;P SmallCap Momentum ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSMO#NYSE">XSMO</a>): $350 million in net inflows</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>): $188 million in net inflows</li>
</ul>
Year-to-date, the Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) and the Pacer US Small Cap Cash Cows 100 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALF#NYSE">CALF</a>) have attracted the most investor money, with $3.1 billion and $2.9 billion, respectively.
<h3 class="wp-block-heading">A Different Perspective</h3>
Despite the strong performance of the Russell 2000 index and the substantial inflows into small-cap ETFs, some experts urge caution.
&#8220;Investors and analysts are hopeful that the end of the Federal Reserve's tightening cycle will bring better days for smaller companies, particularly those that rely on debt to fund operations. We're not convinced,&#8221; said veteran Wall Street investor Ed Yardeni in a note.
Larger companies, especially in the technology sector, possess advantages that smaller firms cannot easily replicate, he said. 
For instance, major tech firms are sitting on significant cash reserves, enabling them to fund substantial capital expenditures and R&amp;D budgets, maintaining their competitive edge.
To give some examples, Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) sits on a stockpile of cash equalling $111 billion at the end of last quarter. Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) have cash reserves of $87 billion and $80 billion, respectively.
Their financial flexibility allows for strategic acquisitions of smaller companies with important new technology or business lines. Microsoft&#8217;s $10-billion investment in OpenAI, the developer of ChatGPT, last year exemplifies this capability.
Yardeni suggests the fastest-growing, highest-potential companies may have already partnered with large-cap firms or private equity investors.
&#8220;That, of course, implies that the laggards are left to trade in the S&amp;P 400 and S&amp;P 600—suggesting that investors will return to larger-cap alternatives sooner rather than later,&#8221; he said.
Read Now:
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<li><a href="https://www.benzinga.com/government/24/07/39867425/contrarian-analyst-turns-to-bonds-ahead-of-fed-rate-cuts-presidential-election-maybe-tariffs-deflati">Contrarian Analyst Turns To Bonds Ahead Of Fed Rate Cuts, Presidential Election: &#8216;Maybe Tariffs Deflationary Not Inflationary&#8217;</a></li>
</ul>
Interested in learning more about small-cap stocks and ETFs? Then you don't want to miss Benzinga Small Cap Conference, Oct. 10 in Chicago. <a href="https://www.benzinga.com/events/small-cap/global-small-cap-conference-2024/" target="_blank" rel="noreferrer noopener">Click here</a> for more information.
Photo created using artificial intelligence via MidJourney.

Investors Go All In On Small Caps, Pour Over $6 Billion Into Russell 2000 ETF This Month: They 'Will Return To Larger-Cap Alternatives,' Veteran Analyst Says

Fabrinet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>) is quietly becoming a crucial player in <a href="https://www.benzinga.com/topic/artificial-intelligence">the AI industry</a>.
What Happened: This original equipment manufacturer (OEM) is catching investor attention thanks to its strategic partnership with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). 
Fabrinet, based in the Cayman Islands, is known for its state-of-the-art optical connections and networking cables. It recently became a vital partner within Nvidia's data center operations.
With AI applications demanding increasingly high data rates, Fabrinet&#8217;s role in producing cutting-edge optical communication products has become indispensable. Datacom revenues, 42% of Fabrinet&#8217;s quarterly sales, surged by 150% year-over-year. This illustrates the significant impact of the Nvidia partnership on Fabrinet&#8217;s bottom line.
Risks: Nvidia, a significant customer, is moving towards copper-based solutions for its latest GPUs.
Nvidia&#8217;s recent transition could impact Fabrinet&#8217;s core business — providing optical communication products. 
Such a shift may reduce the demand for Fabrinet's high-precision optical components, potentially affecting its revenue streams from the data center segment. 
While Fabrinet&#8217;s diversified portfolio and strong foothold in the AI sector provide a buffer, any substantial decrease in orders from Nvidia could put pressure on the company&#8217;s growth trajectory and financial performance.
Read Also: <a href="https://www.benzinga.com/insights/news/24/07/39732422/heres-how-much-you-would-have-made-owning-fabrinet-stock-in-the-last-10-years">Here&#8217;s How Much You Would Have Made Owning Fabrinet Stock In The Last 10 Years</a>
Why It Matters: So far, Fabrinet's financial trajectory has been nothing short of impressive. The company&#8217;s revenues have expanded from $700 million in 2014 to $2.8 billion today.
Despite operating with relatively thin gross margins, Fabrinet has maintained healthy operating margins of about 10%.
Stock performance is equally noteworthy. Shares soared over 80% this past year, a feat that outpaces both the broader market and the tech sector. The broad market S&amp;P 500 index has gained just over 19% and the tech sector tracking Nasdaq-100 has gained just over 23%, in the past year.
This stellar rise has made Fabrinet a darling of small-cap ETFs, including 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 iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) where it ranks as a top holding.
<h3 class="wp-block-heading">Why Investors Should Watch Fabrinet</h3>
Fabrinet is more than a manufacturing giant; it's an under-the-radar AI play with significant growth potential. As the company continues to ride the AI wave, its partnership with Nvidia offers a compelling growth narrative that positions Fabrinet as a key player in the AI and data center arenas. 
Investors looking for exposure to AI-driven growth should keep a keen eye on this emerging powerhouse.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/07/39948408/googles-mojo-is-back-says-wedbush-analyst-dan-ives-sees-more-upside-for-alphabet-stock">Google&#8217;s &#8216;Mojo&#8217; Is Back, Says Wedbush Analyst Dan Ives, Sees More Upside For Alphabet Stock</a></li>
</ul>

NVDA

Fabrinet: The AI Secret Weapon Powering Nvidia's Data Center Boom

Jim Lebenthal of Cerity Partners picked Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) on the latest edition of CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/07/12/final-trades-cisco-leidos-tjx-companies-and-the-ijr.html">Halftime Report Final Trades</a>.&#8221; 
After looking at the company&#8217;s stock chart, Lebenthal noticed there is a nine-month downtrend in the stock. 
The stock hit a low in June but reached a higher low a week ago. If the stock goes up 1 more percent, then we will have a &#8220;<a href="https://www.benzinga.com/markets/asia/24/06/39478967/cisco-very-optimistic-about-growth-in-chinese-ev-market-despite-trade-tensions">higher high,&#8221; he added</a>.
Cisco is reportedly planning to establish a cybersecurity center in Taiwan and collaborate with the local government to expand the cybersecurity workforce. The company unveiled the initiative as part of its ongoing efforts to enhance digital security infrastructure in regions facing high cyber threat <a href="https://www.benzinga.com/markets/equities/24/06/39355023/cisco-partners-with-taiwan-to-combat-cyber-threats-report">levels, reported Reuters</a>.
Kevin Simpson of Capital Wealth Planning named The TJX Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>) as his final trade.
On July 3, Loop Capital analyst Laura Champine maintained TJX with a Buy rating and increased the price target from $115 to $125.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia of NB Private Wealth picked iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>).
Stephen Weiss of Short Hills Capital Partners named Leidos Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LDOS#NYSE">LDOS</a>) as his final trade.
Leidos expects to announce its second-quarter financial results on Tuesday, July 30. Analysts expect the company to report quarterly earnings at $2.27 per share, up from $1.8 per share in the year-ago period. The company projects revenue of $4.06 billion, compared to $3.84 billion a year earlier.
Price Action:
<ul>
<li>Cisco shares gained 1.3% to close at $47.38 on Friday.</li>
<li>TJX shares rose 0.3% to settle at $114.30 during Friday's session.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 1% on Friday.</li>
<li>Leidos shares gained 0.7% to close at $149.92 during Friday's session.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/news/earnings/24/07/39748049/how-to-earn-500-a-month-from-bank-of-america-stock-ahead-of-q2-earnings">How To Earn $500 A Month From Bank of America Stock Ahead Of Q2 Earnings</a></li>
</ul>

CSCO

LDOS

Cisco, TJX, Leidos And More: CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: JP Morgan Chase & Co., Dominion Energy, Vistra, IShares Core S&P Small-Cap ETF

RBC Capital analysts are urging caution with U.S. small-cap stocks, saying it&#8217;s best to &#8220;stay on the sidelines for now.&#8221; In a note, the investment bank highlighted a less promising near-term outlook for small caps, <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis">citing several factors</a>.
<figure class="wp-block-image size-full"><a href="https://pro.benzinga.com/dashboard"><img loading="lazy" decoding="async" width="633" height="458" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM.png" alt="" class="wp-image-393716" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM.png 633w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/18105114/Screenshot-2024-06-18-at-8.20.47-PM-300x217.png 300w" sizes="(max-width: 633px) 100vw, 633px" /></a></figure>
<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Chart: Benzinga Pro</a>
Related: <a href="https://www.benzinga.com/news/24/06/39357591/as-small-caps-lag-20-behind-s-p-500-reddit-user-says-market-cap-definitions-should-really-be-readjus">As Small Caps Lag 20% Behind S&amp;P 500, Reddit User Says Market Cap Definitions &#8216;Should Really Be Readjusted For Inflation&#8217;</a>
<h1 class="wp-block-heading">RBC: Decoupling Is Underway, Neutral For Now</h1>
The continued outperformance of mega-cap growth stocks has been logical but somewhat jarring to RBC, especially as Treasury yields have declined, historically benefiting small caps. However, RBC suggests a decoupling is underway, as <a href="https://in.investing.com/news/stock-market-news/rbc-too-early-to-turn-bullish-on-us-small-caps-4257423">reported</a> by the website Investing.
Factors contributing to the outsized performance of large-cap growth stocks (making it more attractive) include:
<ul>
<li>Slowing GDP forecasts,</li>
<li>More positive recent earnings revisions</li>
<li>Reduced crowding in the large-cap growth sector</li>
</ul>
Despite acknowledging the recent weakness in small caps, RBC remains neutral on the sector relative to large caps. 
The company recognizes the historically favorable positioning of small caps based on investor sentiment and valuation metrics. However, RBC cautions these factors are outweighed by the lack of fundamental tailwinds and negative earnings revision trends for small caps.
RBC suggests a wait-and-see approach, stating, &#8220;We see enough that looks interesting to stay neutral for now and think that when it&#8217;s finally time to put on Fed rate cut trades this space will do well.&#8221;
<h1 class="wp-block-heading">UBS: Strong Potential For Small Caps, Expect Outperformance In Near Term</h1>
On the other hand, UBS analysts are more optimistic about the potential for small-cap stocks in the coming months. They predict strong potential for small caps, citing a historical correlation between small-cap performance and Treasury yields, as <a href="https://in.investing.com/news/stock-market-news/ubs-small-caps-to-outperform-over-the-near-term-432SI-4260840">reported</a> by Investing.
Over the past year, small-cap stocks have outperformed when Treasury yields have declined, notes UBS. Conversely, small caps have underperformed during periods of rising yields. Historically, when this relationship deviates, a correction quickly follows.
UBS points to a significant outperformance of small caps in early February following a disconnect, similar to the current situation where large caps are outperforming despite falling interest rates since May.
&#8220;This represents the potential for mid- to high-single-digit small-cap outperformance over the near term,&#8221; concludes UBS, suggesting a significant upswing for small-cap stocks in the near future.
For investors seeking diversified exposure to small cap equity, 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>) are popular ways.
<hr class="wp-block-separator has-alpha-channel-opacity" />
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</a>&nbsp;on Oct. 9-10, 2024, 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. Secure your spot and get your tickets today!
Read Next: <a href="https://www.benzinga.com/trading-ideas/small-cap-analysis/24/06/39381483/worried-about-market-volatility-benzingas-smallcap-event-has-answers">Worried About Market Volatility? Benzinga&#8217;s SmallCAP Event Has Answers</a>
Photo: Shutterstock

'Stay On The Sidelines With Small Caps For Now,' Says RBC — But UBS Sees Brighter Days Ahead

The First Trust Small Cap Core AlphaDEX ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/fyx#NASDAQ">FYX</a>) was launched on 05/08/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Blend category of the market.
What Are Smart Beta ETFs?
The ETF industry has long been dominated by products based on market cap weighted indexes, a strategy created to reflect the market or a particular market segment.
Because market cap weighted indexes provide a low-cost, convenient, and transparent way of replicating market returns, they work well for investors who believe in market efficiency.
On the other hand, some investors who believe that it is possible to beat the market by superior stock selection opt to invest in another class of funds that track non-cap weighted strategies--popularly known as smart beta.
By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such.
This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results.
Fund Sponsor &amp; Index
FYX is managed by First Trust Advisors, and this fund has amassed over $836.92 million, which makes it one of the average sized ETFs in the Style Box - Small Cap Blend. This particular fund seeks to match the performance of the Nasdaq AlphaDEX Small Cap Core Index before fees and expenses.
The NASDAQ AlphaDEX Small Cap Core Index is an enhanced index which employs the AlphaDEX stock selection methodology to select stocks from the NASDAQ US 700 Small Cap Index.
Cost &amp; Other Expenses
Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF&#39;s expense ratio.
Operating expenses on an annual basis are 0.60% for this ETF, which makes it one of the more expensive products in the space.
It has a 12-month trailing dividend yield of 1.14%.
Sector Exposure and Top Holdings
Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.
FYX&#39;s heaviest allocation is in the Financials sector, which is about 22.30% of the portfolio. Its Industrials and Consumer Discretionary round out the top three.
Looking at individual holdings, Oscar Health, Inc. (class A) (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/oscr#NYSE">OSCR</a>) accounts for about 0.49% of total assets, followed by Modine Manufacturing Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mod#NYSE">MOD</a>) and Sphere Entertainment Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sphr#NYSE">SPHR</a>).
The top 10 holdings account for about 4.32% of total assets under management.
Performance and Risk
The ETF has lost about -2.04% so far this year and is up about 10.73% in the last one year (as of 06/18/2024). In the past 52-week period, it has traded between $74.82 and $94.11.
The ETF has a beta of 1.25 and standard deviation of 22.19% for the trailing three-year period, making it a medium risk choice in the space. With about 526 holdings, it effectively diversifies company-specific risk.
Alternatives
First Trust Small Cap Core AlphaDEX ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 ETF (ARCA:IWM) tracks Russell 2000 Index and the iShares Core S&amp;P Small-Cap ETF (ARCA:IJR) tracks S&amp;P SmallCap 600 Index. IShares Russell 2000 ETF has $59.91 billion in assets, iShares Core S&amp;P Small-Cap ETF has $76.54 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend.
<a href="https://www.zacks.com/stock/news/2289565/is-first-trust-small-cap-core-alphadex-etf-fyx-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2289565">To read this article on Zacks.com click here.</a>

OSCR

SPHR

Is First Trust Small Cap Core AlphaDEX ETF a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - Small Cap Blend category of the market, the Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (ARCA:GSSC) is a smart beta exchange traded fund launched on 06/28/2017.
What Are Smart Beta ETFs?
For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment.
Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns.
There are some investors, though, who think it&#39;s possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies.
Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics.
Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results.
Fund Sponsor &amp; Index
The fund is managed by Goldman Sachs Funds. GSSC has been able to amass assets over $482.74 million, making it one of the average sized ETFs in the Style Box - Small Cap Blend. This particular fund seeks to match the performance of the Goldman Sachs ActiveBeta U.S. Small Cap Equity Index before fees and expenses.
The Goldman Sachs ActiveBeta U.S. Small Cap Equity Index is designed to deliver exposure to equity securities of small capitalization U.S. issuers.
Cost &amp; Other Expenses
Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same.
With on par with most peer products in the space, this ETF has annual operating expenses of 0.20%.
It&#39;s 12-month trailing dividend yield comes in at 1.35%.
Sector Exposure and Top Holdings
Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it&#39;s still important for investors to research a fund&#39;s holdings.
GSSC&#39;s heaviest allocation is in the Industrials sector, which is about 19.90% of the portfolio. Its Financials and Information Technology round out the top three.
When you look at individual holdings, Super Micro Computer Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/smci#NASDAQ">SMCI</a>) accounts for about 1.81% of the fund&#39;s total assets, followed by Jun 24 Cme Eminirus2k (RTYM24) and Comfort Systems Usa Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/fix#NYSE">FIX</a>).
The top 10 holdings account for about 6.02% of total assets under management.
Performance and Risk
The ETF has gained about 0.99% so far this year and is up roughly 13.69% in the last one year (as of 06/07/2024). In the past 52-week period, it has traded between $51.83 and $65.55.
The fund has a beta of 0.98 and standard deviation of 20.98% for the trailing three-year period. With about 1297 holdings, it effectively diversifies company-specific risk.
Alternatives
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF is a reasonable option for investors seeking to outperform the Style Box - Small Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.
IShares Russell 2000 ETF (ARCA:IWM) tracks Russell 2000 Index and the iShares Core S&amp;P Small-Cap ETF (ARCA:IJR) tracks S&amp;P SmallCap 600 Index. IShares Russell 2000 ETF has $59.83 billion in assets, iShares Core S&amp;P Small-Cap ETF has $78.27 billion. IWM has an expense ratio of 0.19% and IJR charges 0.06%.
Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Blend.
<a href="https://www.zacks.com/stock/news/2285090/is-goldman-sachs-activebeta-u-s-small-cap-equity-etf-gssc-a-strong-etf-right-now?cid=CS-BENZ-FT-smart_beta_etf-2285090">To read this article on Zacks.com click here.</a>

GSSC

SMCI

Is Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF a Strong ETF Right Now?

As the three major bourses are hovering near record highs, investors are rotating to areas like utility and the small-caps, which are cheap and undervalued. These zones have outperformed in May. 
The Utilities Select Sector SPDR Fund emerged as the top performer among the 11 SPDR ETFs tracking the S&amp;P 500 sectors. It rose nearly 9% last month, logging its largest monthly gain since March 2022, according to FactSet data. Meanwhile, small-cap stocks, as tracked by the Russell 2000 Index, surpassed the S&amp;P 500 and the Dow Jones with a 4.9% monthly gain. It was the small-cap&#39;s best month since February. 
Investors seeking to tap these hottest zones of the stock market could consider ETFs in these spaces. While there is a long list, we have highlighted the five most popular options from these zones. These include Utilities Select Sector SPDR Fund (ARCA:XLU), Vanguard Utilities ETF (ARCA:VPU), iShares Core S&amp;P Small-Cap ETF (ARCA:IJR), iShares Russell 2000 ETF (ARCA:IWM), and Vanguard Small-Cap ETF (ARCA:VB). 
Here, we have cited the reasons for their strong performance. The trend is likely to continue in the weeks ahead.
<h3>Utility</h3>
The utility sector, which tends to outperform when the economy is in a downturn, is making the most of the current volatility and uncertainty triggered by the timing of the Fed rate cuts, slowing economy and geopolitical tension. Being a low-beta sector, utility is relatively protected from large swings (ups and downs) in the stock market and is thus considered a defensive investment or safe haven amid economic or political turmoil. 
Additionally, rising demand for electricity driven by artificial intelligence chips and software has made the traditional defensive sector of the market most appealing.
<h3>Small-Caps</h3>
Small-cap stocks are also considered safer and better plays if political issues or economic turmoil creep into the picture, as the pint-sized stocks generate most of their revenues from the domestic market. The latest survey from the National Federation of Independent Business revealed that small business optimism rebounded 1.2 points from the lowest level since December 2012 to 89.7 in April. 
Small-cap stocks seem attractively valued. According to the recent analysis by the firm&#39;s senior US market strategist, Dave Sekera, &quot;small-cap stocks trade at an 18% discount to fair value, making them the cheapest US asset class across the Morningstar Style Box.&quot; 
Further, the artificial intelligence craze holds the promise of ushering in fresh opportunities for growth. While mega-cap companies are leading the AI world, many small-cap stocks having huge potential in this field remain untapped. According to a new report by Grand View Research, the global artificial intelligence market is expected to witness a CAGR (2024-2030) of 36.6% to reach $811.75 billion by 2030.
<h3>ETFs in Focus</h3>
Utilities Select Sector SPDR 
With an AUM of $14 billion, Utilities Select Sector SPDR seeks to provide exposure to companies from the electric utility, water utility, multi-utility, independent power and renewable electricity producers, and gas utility industries. It follows the Utilities Select Sector Index, holding 31 stocks in its basket. Electric utilities take the top spot among sectors at 65.9%, closely followed by multi utilities (25.9%). Utilities Select Sector SPDR charges 9 bps of annual fees and sees a heavy volume of 13.5 million shares, on average. It has a Zacks ETF Rank #3 (Hold). 
Vanguard Utilities ETF 
Vanguard Utilities ETF follows the MSCI US Investable Market Utilities 25/50 Index, holding 65 securities in its basket, with none accounting for more than 12.4% share. About 62.4% of the portfolio is allocated to electric utilities, closely followed by multi utilities (25.3%). Vanguard Utilities ETF charges 10 bps in annual fees and sees a good volume of around 171,000 shares on average. It has AUM of $5.7 billion and a Zacks ETF Rank #3. 
iShares Core S&amp;P Small-Cap ETF 
iShares Core S&amp;P Small-Cap ETF offers exposure to U.S. small-cap stocks and follows the S&amp;P SmallCap 600 Index. It holds 681 stocks in its basket, with none accounting for more than 2% of the assets. Financials, industrials, consumer discretionary, information technology and healthcare are the top five sectors with double-digit exposure each. iShares Core S&amp;P Small-Cap ETF has AUM of $78.5 billion and trades in an average daily volume of 3 million shares. The product charges investors 6 bps in annual fees. 
iShares Russell 2000 ETF 
iShares Russell 2000 ETF is the largest and most popular ETF in the small-cap space, with an AUM of $59 billion and an average daily volume of 27 million shares. iShares Russell 2000 ETF holds well-diversified 1,937 stocks in its basket and has key holdings in industrials, financials, information technology, healthcare and consumer discretionary. iShares Russell 2000 ETF charges 19 bps in annual fees and has a Zacks ETF Rank #2 (Buy). 
Vanguard Small-Cap ETF 
Vanguard Small-Cap ETF follows the CRSP US Small Cap Index and holds a basket of 1,417 stocks, with none holding more than 0.5% of assets. Vanguard Small-Cap ETF is widely spread across various sectors, with industrials, consumer discretionary, financials, information technology and healthcare being the top five. Vanguard Small-Cap ETF has AUM of $55.3 billion and trades in a solid average daily volume of about 562,000 shares. VB charges 5 bps in fees per year from investors.
<a href="https://www.zacks.com/stock/news/2283438/leverage-the-power-of-utilities-small-caps-with-these-etfs?cid=CS-BENZ-FT-etf_news_and_commentary-2283438">To read this article on Zacks.com click here.</a>

Leverage the Power of Utilities & Small-Caps With These ETFs

Firebrand Republican Congresswoman&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/04/38348258/marjorie-taylor-greene-takes-step-back-in-effort-to-remove-speaker-mike-johnson-but-blasts-him-as-a" rel="noreferrer noopener">Marjorie Taylor Greene</a>&nbsp;(R-GA) made headlines Thursday&nbsp;with a disclosure of&nbsp;her latest financial transactions.
What Happened: Greene&#8217;s filing on Thursday marks her first periodic transaction report since June 2022, adhering to the &#8220;Stock Trading on Congressional Knowledge Act.&#8221; This act mandates U.S. lawmakers to publicly disclose financial transactions within 45 days of occurrence, typically within a value range.
All transactions occurred on either April 25 or 26.
The details of Greene&#8217;s transactions are as follows:
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Company</td>
<td>Value Range</td>
</tr>
<tr>
<td>Berkshire Hathaway, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Goldman Sachs Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Schwab US Large-Cap Growth Idx (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWLGX#NASDAQ">SWLGX</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>The Hershey Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HSY#NYSE">HSY</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>US Treasury Bill</td>
<td>$250,001-$500,000</td>
</tr>
<tr>
<td>Vanguard FTSE Developed Markets Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEA#NYSE">VEA</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Vanguard Mid-Cap Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VO#NYSE">VO</a>)</td>
<td>$1,001-$15,000</td>
</tr>
<tr>
<td>Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>)</td>
<td>$15,001-$50,000</td>
</tr>
<tr>
<td>Vanguard Small-Cap Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>)</td>
<td>$1,001-$15,000</td>
</tr>
</tbody>
</table>
</figure>
Sale transactions:
<ul>
<li>iShares Core MSCI Emerging Markets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMG#NYSE">EMG</a>): $1,001-$15,000 </li>
<li>iShares Core MSCI Total International Stock ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IXUS#NASDAQ">IXUS</a>): $1,001-$15,000 </li>
<li>iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>): $1,001-$15,000)</li>
<li>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>): $1,001-$15,000)</li>
<li>iShares Core S&amp;P U.S. Growth ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IUSG#NASDAQ">IUSG</a>): $1,001-$15,000)</li>
</ul>
All the exchange-traded funds were part of mutual funds held in Greene&#8217;s managed IRA account.
See Also: <a href="https://www.benzinga.com/money/how-to-invest-in-startups">How To Invest In Startups</a>
No DJT Trades: Greene, an ardent backer of Republican Presidential candidate Donald Trump, incidentally did not do any new transaction in Trump Media &amp; Technology Group Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DJT#NASDAQ">DJT</a>), the former president&#8217;s media company that <a href="https://www.benzinga.com/markets/equities/24/03/37963370/trumps-djt-stock-is-worth-52x-more-than-nvidia-by-1-data-point">came public in late March following its merger with SPAC Digital World Acquisition.</a>
The stock is down about 16% since its public debut.
When Digital World Acquisition announced its decision with Trump Media &amp; Technology Group in 2021, Green was the first Congress member to invest in the SPAC. She then reported that she along with her then-husband Perry Greene bought $15,001-$50,000 worth of the SPAC&#8217;s shares
Greene hasn&#8217;t disclosed any sale of the stock since then.
The stock market has been on a tear this year despite the headwinds. The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), an ETF that tracks the broader S&amp;P 500 Index, rose 0.34% to $506.74, in premarket trading, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga Pro data. </a>It has gained over 6.5% so far this year.
Read Next: <a href="https://www.benzinga.com/news/earnings/24/05/38609896/wall-street-looks-to-feed-off-apples-post-earnings-power-but-key-jobs-data-may-upset-the-cart-analy">Wall Street Looks To Feed Off Apple&#8217;s Post-Earnings Power But Key Jobs Data May Upset The Cart: Analyst Says &#8216;A Lot Of These Clouds Will Lift&#8217; If This Happens</a>

Social Media

Politics

IUSG

IXUS

MSTF

QCOM

SWLGX

TSCO

Marjorie Taylor Greene Reveals New Stock Trades After 2-Year Gap: Berkshire Hathway, Goldman Sachs And Microsoft Make The List — But Trump's DJT Doesn't

On CNBC&rsquo;s &quot;<a href="https://www.cnbc.com/video/2024/03/28/final-trades-berkshire-hathaway-ieo-and-ijr.html">Halftime Report Final Trades</a>,&quot; Cerity Partners&#39;&nbsp;Jim Lebenthal picked Berkshire Hathaway Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-b#NYSE">BRK-B</a>) (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/brk-a#NYSE">BRK-A</a>). When it comes to the Warren Buffett-led firm, you &quot;just push the easy button, you don&#39;t have to worry about corrections, <a href="https://www.benzinga.com/news/23/11/35729489/amd-to-surpass-2b-gpu-revenue-target-in-2024-analyst"> challenges or anything,&quot; </a>Lebenthal said<a href="https://www.benzinga.com/news/23/11/35729489/amd-to-surpass-2b-gpu-revenue-target-in-2024-analyst">. </a>
On Feb. 28, UBS analyst Brian Meredith maintained Berkshire Hathaway with a Buy and raised the price target from $435 to $477.
Shannon Saccocia of NB Private Wealth picked iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) saying &quot;small-caps, but profitable ones that are able to grow their earnings against this backdrop.&quot;
Don&rsquo;t forget to check out our <a href="https://www.benzinga.com/premarket/"> premarket coverage here </a> 
Joshua Brown of Ritholtz Wealth Management named iShares U.S. Oil &amp; Gas Exploration &amp; Production ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ieo#NYSE">IEO</a>) as his final trade.
Crude oil inventories in the U.S. increased by 3.165 million barrels in the week ended March 22, compared to market estimates of a 1.275 million decline, the Energy Information Administration said. The total number of active U.S. oil rigs fell by 3 rigs this week, Baker Hughes Inc reported. WTI crude oil for May delivery gained $1.82 to settle at $83.17 per barrel on Thursday.
<h3>Price Action:</h3>
<ul>
<li>Berkshire Hathaway shares gained 0.9% to settle at $420.52 on Thursday.</li>
<li>iShares Core S&amp;P Small-Cap ETF gained 0.5% on Thursday.</li>
<li>iShares U.S. Oil &amp; Gas Exploration &amp; Production ETF rose 1.3% during Thursday&rsquo;s session.</li>
</ul>
Check This Out: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/03/37927495/jim-cramer-says-dont-sell-this-beauty-brand-believes-kkr-and-blackstone-can-make-more-mo"> Jim Cramer Says Don&#39;t Sell This Beauty Brand, Believes KKR And Blackstone &#39;Can Make More Money&#39; </a>
Image: Shutterstock

BRK-A

BRK-B

iShares Dow Jones US Oil & Gas Exploration & Production Index Fund

Berkshire Hathaway And More On CNBC's 'Final Trades'

Small-cap exchange-traded funds (ETFs) have witnessed their largest weekly inflows since Bank of America began tracking <a href="https://www.benzinga.com/topic/small-caps">the data in 2017.</a> 
According to a note shared Wednesday, this surge is predominantly fueled by retail investors, marking a significant shift in market dynamics. 
Over the past 23 weeks, 22 have seen positive inflows, culminating in a record-breaking week that attracted over $3.5 billion into small-cap ETFs.
Data derived from Tradingview shows that the Pacer US Small Cap Cash Cows ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CALF#NYSE">CALF</a>) has emerged as a frontrunner, drawing in over $3 billion in the last three months, closely followed by the Vanguard Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VB#NYSE">VB</a>) with $2.6 billion of inflows, of which $1.615 billion recorded in the last month alone. 
Despite this record influx of funds, Bank of America highlights that small caps remain undervalued relative to their historical performance.
Top 10 Small-Cap ETF By Inflows Over The Last Three Months
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Small-Cap ETF </td>
<td>1M Flows</td>
<td>3M Flows</td>
</tr>
<tr>
<td>Pacer US Small Cap Cash Cows </td>
<td>1.194B </td>
<td>3.096B</td>
</tr>
<tr>
<td>Vanguard Small-Cap ETF </td>
<td>1.615B </td>
<td>2.608B</td>
</tr>
<tr>
<td>iShares Core S&amp;P Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IJR#NYSE">IJR</a>)</td>
<td>116.003M </td>
<td>1.651B</td>
</tr>
<tr>
<td>Avantis U.S. Small Cap Value ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVUV#NYSE">AVUV</a>)</td>
<td>695.473M </td>
<td>1.646B</td>
</tr>
<tr>
<td>Vanguard Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTWO#NYSE">VTWO</a>)</td>
<td>750.154M </td>
<td>1.411B</td>
</tr>
<tr>
<td>SPDR Portfolio S&amp;P 600 Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPSM#NYSE">SPSM</a>)</td>
<td>417.995M</td>
<td>915.308M</td>
</tr>
<tr>
<td>Vanguard Small-Cap Growth ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VBK#NYSE">VBK</a>)</td>
<td>440.327M</td>
<td>741.54M</td>
</tr>
<tr>
<td>Schwab U.S. Small-Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SCHA#NYSE">SCHA</a>)</td>
<td>520.145M </td>
<td>622.329M</td>
</tr>
<tr>
<td>Dimensional U.S. Small Cap ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFAS#NYSE">DFAS</a>)</td>
<td>131.079M</td>
<td>507.818M</td>
</tr>
<tr>
<td>SSGA SPDR ETFS EUROPE II PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSEUF#NYSE">SSEUF</a>)</td>
<td>184.185M</td>
<td>484.932M</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">Small Caps: A Bullish Outlook For 2024</h2>
Bank of America&#8217;s analysis suggests a turning tide for small caps. Analyst Jill Carey Hall, CFA, maintains a bullish outlook, predicting that 2024 could mark the year when small caps outperform large caps for the first time in nearly a decade. 
This optimism stems from a resilient small-cap sector, which has priced in a recession that has yet to materialize, as evidenced by the Russell 2000&#8217;s performance.
With investor sentiment improving and valuations becoming more attractive, small caps present a compelling opportunity for long-term investors. The Russell 2000&#8217;s forward P/E ratio has dipped to 14.3x, positioning small caps as the only size segment that is historically inexpensive. 
According to Bank of America, the valuation gap between small and large caps is reminiscent of the disparity seen during the Tech Bubble, which preceded a decade of exceptional returns for small caps.
Bank of America&#8217;s analysis implies potential annualized returns of 10% over the next decade for the Russell 2000, compared to a modest 3% for the Russell 1000.
For 2024, Bank of America reinforces the strategy of focusing on value within the small and mid-cap spaces. This approach favors high-quality stocks over non-earners. Financials, Communication Services, and Industrials are identified as top sector overweights within small caps. 
Read Now: <a href="https://www.benzinga.com/money/best-small-cap-stocks">Best Small Cap Stocks Right Now</a>
Photo: Shutterstock

New ETFs

DFAS

SCHA

SSEUF

Small-Cap ETFs Enjoy Record Inflows Due To Optimistic Retail Investors: Is This The Decade Of 10% Annual Returns?

On CNBC&rsquo;s &quot;<a href="https://www.cnbc.com/video/2024/01/04/final-trades-netflix-qualcomm-waste-connections-and-small-caps.html">Halftime Report Final Trades</a>,&quot; Shannon Saccocia of Boston Private named iShares Core S&amp;P Small-Cap ETF (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ijr#NYSE">IJR</a>) <a href="https://www.benzinga.com/quote/IJR"> as her final trade. </a>
Joshua Brown of Ritholtz Wealth Management picked Netflix, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nflx#NASDAQ">NFLX</a>).
The Los Gatos, California-based entertainment company closed higher on Thursday, Jan. 4 at $474.67, with a change of 0.94% from the previous day&#39;s close. Tech shares, in general, saw a pullback.
Keybanc analyst Justin Patterson, last month, maintained Netflix with an Overweight and raised the price target from $510 to $525.
The streaming platform, during October, reported better-than-expected results for its third quarter. The company said third-quarter revenue increased 7.8% year-over-year to $8.54 billion, which beat the consensus estimate of $8.53 billion.
Don&rsquo;t forget to check out our <a href="https://www.benzinga.com/premarket/"> premarket coverage here </a> 
Jim Lebenthal of Cerity Partners named QUALCOMM Incorporated (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>) as his final trade.
Qualcomm&rsquo;s Qualcomm Technologies announced the Snapdragon XR2+ Gen 2 Platform, a single-chip architecture that unlocks 4.3K spatial computing at 90 frames per second for to achieve improved <a href="https://www.benzinga.com/news/24/01/36486141/next-gen-ar-and-vr-experiences-qualcomms-latest-snapdragon-xr2-promises-unmatched-visual-fidelity">visual clarity for work and play</a>.
Karen Firestone of Aureus Asset Management picked Waste Connections, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/wcn#NYSE">WCN</a>).
Stifel analyst Michael Hoffman, last month, maintained Waste Connections with a Buy and raised the price target from $168 to $175.
Price Action: iShares Core S&amp;P Small-Cap ETF fell 0.2%, while Netflix shares gained 0.9% to settle at $474.67 on Thursday. QUALCOMM lost 1% to $136.17, while Waste Connections rose slightly by 0.01% to $147.48 during Thursday&rsquo;s session. 
Check This Out: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/01/36488531/top-4-tech-stocks-youll-regret-missing-this-quarter"> Top 4 Tech Stocks You&#39;ll Regret Missing This Quarter </a>
Image: Unsplash

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Today's Markets Are Extremely Concentrated. What Does This Mean For Active Management?

iShares Core S&P Small-Cap ETF declares quarterly distribution of $0.5148

Are The Magnificent 7 Giving Way To The Great Rotation?

Momentum, Large-Cap Growth Factors Still Leading This Year

ISCB: This Low-Cost Small-Cap ETF Disappoints On Performance And Fundamentals

JMEE: Actively Managed ETF In Line With Its Objective

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BLES

BMAR

BMAY

BMVP

BOUT

BUYZ

BUZZ

BWVTF

CACI

CATH

CBSE

CHGX

COHR

CRBN

DCRE

DDIV

DDWM

DEEP

DEMZ

DEUS

DFAU

DGRS

DGRW

DIVS

DMDV

DSTL

DUSA

DVLU

DVOL

DWAS

DWLD

Comments

iShares Core S&P Small-Cap ETF

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

월요일, 8월 26, 2024

토요일, 8월 24, 2024

목요일, 7월 25, 2024

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