Is Invesco S&P MidCap 400 GARP ETF (GRPM) a Strong ETF Right Now?
ZACKS· 2025-09-12 11:21
Core Insights - The Invesco S&P MidCap 400 GARP ETF (GRPM) is a smart beta ETF launched on December 3, 2010, providing exposure to the Mid Cap Blend category [1] - GRPM aims to match the performance of the S&P MIDCAP 400 GARP INDEX, focusing on companies with consistent growth, reasonable valuation, and strong financial strength [5] Fund Overview - Managed by Invesco, GRPM has accumulated over $453.39 million in assets, positioning it as an average-sized ETF in its category [5] - The ETF has an annual operating expense ratio of 0.35% and a 12-month trailing dividend yield of 0.81% [6] Sector Exposure and Holdings - The largest sector allocation for GRPM is Financials at approximately 27.1%, followed by Consumer Discretionary and Information Technology [7] - Celsius Holdings Inc (CELH) is the top holding at about 3.35% of total assets, with the top 10 holdings comprising around 25.19% of total assets [8] Performance Metrics - As of September 12, 2025, GRPM has gained about 8.5% year-to-date and 11.64% over the past year, with a trading range between $90.38 and $126.41 in the last 52 weeks [10] - The ETF has a beta of 1.11 and a standard deviation of 21.45% over the trailing three-year period, indicating effective diversification with around 60 holdings [10] Alternatives - Other ETFs in the Mid Cap Blend space include Vanguard Mid-Cap ETF (VO) and iShares Core S&P Mid-Cap ETF (IJH), with VO having $88.88 billion and IJH $101.6 billion in assets [12] - VO has a lower expense ratio of 0.04% compared to GRPM, making it a potentially cheaper option for investors [12]
Should Invesco Large Cap Value ETF (PWV) Be on Your Investing Radar?
ZACKS· 2025-09-12 11:21
Core Viewpoint - The Invesco Large Cap Value ETF (PWV) is a passively managed fund aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $1.20 billion, positioning it as an average-sized ETF in this category [1]. Group 1: Fund Overview - Launched on March 3, 2005, PWV is designed to track the performance of the Large Cap Value segment [1]. - The fund is sponsored by Invesco and has accumulated over $1.20 billion in assets [1]. Group 2: Investment Characteristics - Large cap companies, defined as those with market capitalizations above $10 billion, are generally more stable and exhibit predictable cash flows, making them less volatile compared to mid and small cap companies [2]. - Value stocks, characterized by lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in most markets, although growth stocks tend to excel in strong bull markets [3]. Group 3: Costs and Performance - The annual operating expense ratio for PWV is 0.53%, which is relatively high compared to other ETFs, and it has a 12-month trailing dividend yield of 2.22% [4]. - As of September 12, 2025, PWV has gained approximately 15.75% year-to-date and 17.11% over the past year, with a trading range between $52.26 and $64.99 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 31.5% of the portfolio, followed by Energy and Healthcare [5]. - Goldman Sachs Group Inc. is the largest holding at approximately 3.76% of total assets, with the top 10 holdings accounting for about 35.09% of total assets under management [6]. Group 5: Risk Profile - PWV has a beta of 0.82 and a standard deviation of 14.35% over the trailing three-year period, indicating a medium risk profile [8]. - The ETF consists of about 52 holdings, which helps to diversify company-specific risk [8]. Group 6: Alternatives - PWV carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Large Cap Value segment [9]. - Alternative ETFs in this space include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger asset bases and lower expense ratios of 0.06% and 0.04%, respectively [10]. Group 7: Conclusion - Passively managed ETFs like PWV are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11].
Is SPDR Russell 1000 Low Volatility Focus ETF (ONEV) a Strong ETF Right Now?
ZACKS· 2025-09-12 11:21
Core Insights - The SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is designed to provide broad exposure to the Style Box - Large Cap Blend category and was launched on December 2, 2015 [1] - The ETF aims to match the performance of the Russell 1000 Low Volatility Focused Factor Index, which reflects large-cap U.S. equity securities with low volatility characteristics [5][6] Fund Details - ONEV is sponsored by State Street Investment Management and has amassed assets over $596.48 million, categorizing it as an average-sized ETF in its segment [5] - The ETF has an annual operating expense ratio of 0.20% and a 12-month trailing dividend yield of 1.82% [7] Sector Exposure and Holdings - The ETF's largest allocation is in the Industrials sector, comprising approximately 20.3% of the portfolio, followed by Healthcare and Consumer Discretionary [8] - Cardinal Health Inc accounts for about 1.24% of the fund's total assets, with the top 10 holdings making up approximately 8.93% of total assets [9] Performance Metrics - As of September 12, 2025, ONEV has gained about 8.58% year-to-date and approximately 9.78% over the past year, with a trading range between $114.16 and $135.42 in the last 52 weeks [11] - The ETF has a beta of 0.88 and a standard deviation of 14.35% over the trailing three-year period, indicating effective diversification of company-specific risk with around 452 holdings [11] Alternatives - Other ETFs in the same space include iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO), which track the S&P 500 Index and have significantly larger asset bases of $674.11 billion and $749.17 billion, respectively [12]
Should Vanguard S&P 500 Growth ETF (VOOG) Be on Your Investing Radar?
ZACKS· 2025-09-12 11:21
Core Insights - The Vanguard S&P 500 Growth ETF (VOOG) is a passively managed ETF launched on September 9, 2010, with over $20.05 billion in assets, making it one of the largest ETFs in the Large Cap Growth segment of the US equity market [1] Group 1: Large Cap Growth Overview - Large cap companies typically have a market capitalization above $10 billion, offering a stable investment option with less risk and more reliable cash flows compared to mid and small cap companies [2] - Growth stocks are characterized by higher than average sales and earnings growth rates, but they also come with higher valuations and associated risks [3] Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.07%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 0.49% [4] - VOOG aims to match the performance of the S&P 500 Growth Index and has gained approximately 17.4% year-to-date and about 30.01% over the past year, with a trading range between $299.15 and $428.71 in the last 52 weeks [7] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Information Technology sector, comprising about 42.1% of the portfolio, followed by Telecom and Consumer Discretionary [5] - Nvidia Corp (NVDA) represents approximately 14.89% of total assets, with Microsoft Corp (MSFT) and Meta Platforms Inc (META) also among the top holdings; the top 10 holdings account for about 41.77% of total assets [6] Group 4: Risk and Alternatives - VOOG has a beta of 1.11 and a standard deviation of 20.13% over the trailing three-year period, categorizing it as a medium risk investment with 217 holdings to diversify company-specific risk [8] - The ETF holds a Zacks ETF Rank of 1 (Strong Buy), indicating strong potential based on expected returns, expense ratio, and momentum; alternatives include Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ) [9][10] Group 5: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11]
Is SPDR Russell 1000 Yield Focus ETF (ONEY) a Strong ETF Right Now?
ZACKS· 2025-09-12 11:21
Core Viewpoint - The SPDR Russell 1000 Yield Focus ETF (ONEY) is a smart beta ETF designed to provide broad exposure to the large-cap value segment of the market, with a focus on high yield characteristics [1][5][6]. Fund Overview - Launched on December 2, 2015, ONEY has accumulated over $897.86 million in assets, positioning it as an average-sized ETF in its category [1][5]. - Managed by State Street Investment Management, the fund aims to match the performance of the Russell 1000 Yield Focused Factor Index [5]. Cost and Performance - ONEY has an annual operating expense ratio of 0.20%, making it one of the cheaper options in the market [7]. - The fund's 12-month trailing dividend yield is 3.01% [7]. - As of September 12, 2025, ONEY has gained approximately 7.75% year-to-date and 9.85% over the past year, with a trading range between $95.52 and $117.55 during the last 52 weeks [11]. Sector Exposure and Holdings - The fund has a significant allocation in the Consumer Staples sector, accounting for about 13.5% of the portfolio, followed by Consumer Discretionary and Industrials [8]. - United Parcel Service Cl B (UPS) represents about 2.1% of total assets, with the top 10 holdings comprising approximately 13.74% of total assets under management [9]. Alternatives - Other ETFs in the large-cap value space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have larger asset bases and lower expense ratios [12][13].
Should First Trust Large Cap Core AlphaDEX ETF (FEX) Be on Your Investing Radar?
ZACKS· 2025-09-12 11:21
Core Insights - The First Trust Large Cap Core AlphaDEX ETF (FEX) is a passively managed ETF launched on May 8, 2007, with assets exceeding $1.38 billion, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Large Cap Blend Overview - Large cap companies have market capitalizations above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs typically hold a mix of growth and value stocks, combining characteristics of both investment styles [2] Group 2: Cost Structure - FEX has annual operating expenses of 0.58%, which is competitive within its peer group [3] - The ETF offers a 12-month trailing dividend yield of 1.14% [3] Group 3: Sector Exposure and Holdings - The ETF's largest sector allocation is to Financials at approximately 18.9%, followed by Industrials and Information Technology [4] - Palantir Technologies Inc. (PLTR) represents about 0.6% of total assets, with the top 10 holdings accounting for roughly 5.37% of total assets under management [5] Group 4: Performance Metrics - FEX aims to replicate the performance of the Nasdaq AlphaDEX Large Cap Core Index, having increased by approximately 12.81% year-to-date and 18.77% over the past year as of September 12, 2025 [6] - The ETF has traded between $90.17 and $117.08 in the past 52 weeks [6] Group 5: Risk Assessment - FEX has a beta of 0.99 and a standard deviation of 16.28% over the trailing three-year period, categorizing it as a medium risk investment [7] - The ETF consists of about 376 holdings, effectively diversifying company-specific risk [7] Group 6: Alternatives - FEX holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns and favorable expense ratios [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $674.11 billion and $749.17 billion respectively, both having an expense ratio of 0.03% [9] Group 7: Market Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]
Weekly Wrap: Australian Share Market Rises 0.7% on Bullish U.S. Rate Cut Hopes
Small Caps· 2025-09-12 11:20
Bullish hopes for lower interest rates in the United States helped to push the Australian share market higher on Friday.The ASX 200 rose 0.7% or 59.8 points to 8864.9 points following on from some record highs on Wall Street.Ten of the 11 sectors ended higher with the biggest gains coming from the property sector, banks and the big miners, although energy stocks fell.Property Keeps BoomingOverall the property sector rose 1.3% with the Goodman Group (ASX: GMC) up 2% to $34.37, Scentre (ASX: SCG) up 1.5% to $ ...
Sable Receives Additional $5 Million Payment from OR Royalties Inc
The Manila Times· 2025-09-12 11:20
VANCOUVER, British Columbia, Sept. 12, 2025 (GLOBE NEWSWIRE) -- Sable Resources Ltd. ("Sable" or the "Company") (TSXV:SAE | OTCQB:SBLRF) is pleased to announce that the Company has received $5 million from OR Royalties Inc ("OR”) in connection with the TDG Gold Corp. ("TDG”) royalty sold by Sable to OR, as announced on April 24, 2025. The $5 million payment was made pursuant to the terms of the Sable-OR Investment Agreement (the "Investment Agreement”), and to the recent announcement by TDG, pertaining to d ...
NuRAN Obtains Authorization for DRC Infrastructure License
Accessnewswire· 2025-09-12 11:20
Core Insights - NuRAN Wireless Inc. has received authorization for its infrastructure license to operate telecom sites in the Democratic Republic of The Congo [1] - The authorization was confirmed through the issuance of the license fee invoice, which has been settled [1] Company Summary - NuRAN Wireless Inc. is a leading supplier of mobile and broadband wireless infrastructure solutions [1] - The company is expanding its operations into the DRC, indicating growth potential in emerging markets [1]
37% of Proprietary Traders Optimistic in 24/7 Debate as FX, Crypto, Tokenization Grow
Financial And Business News | Finance Magnates· 2025-09-12 11:19
What is the state of the proprietary trading sector in 2025?The latest Acuiti management report, produced with Avelacom, tries to providethe answers. Drawing on insights from senior executives across the globe, theQ3 2025 analysis covers operational performance, strategic exchangerelationships, and the growth of new markets, setting the stage for a deeperexploration.24/7 Trading DebateA central theme of the Acuiti report is the industry'sdebate over the shift toward 24/7 trading in traditional markets. The ...