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Quality Factor ETFs: How Fidelity's FQAL Stacks Up Against The Big 3
Seeking Alpha· 2026-01-09 17:31
Core Insights - The Sunday Investor specializes in U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 1: ETF Rankings System - The ETF Rankings system assigns individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score for ETFs ranges from 1 to 10, making it easy for investors to understand [1] Group 2: Analyst Background - The Sunday Investor has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The investor has completed all educational requirements for the Chartered Investment Manager designation [1] Group 3: Engagement and Communication - The Sunday Investor is active in the comments section of articles and encourages readers to reach out for discussions [1]
CGUS: My Initial Review Of Capital Group's Active Core U.S. Equity ETF
Seeking Alpha· 2026-01-06 09:14
Group 1 - The article discusses the portfolio management approach of The Capital Group, particularly through ETFs like CGDV and CGGR [1] - The Sunday Investor focuses exclusively on U.S. Equity ETFs and has a strong analytical background, holding a Certificate of Advanced Investment Advice and completing requirements for the Chartered Investment Manager designation [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors, resulting in a composite score from 1-10 [1] Group 2 - The Sunday Investor is actively engaged in the comments section of articles and encourages interaction through comments or the website etf-rankings.com [1] - The article mentions a beneficial long position in shares of SPY, MSFT, BRK.B, and CGDV, indicating a vested interest in these investments [1]
DES: The Timing Isn't Right For WisdomTree's Small-Cap Dividend ETF (NYSEARCA:DES)
Seeking Alpha· 2026-01-05 04:41
Core Insights - The WisdomTree U.S. SmallCap Dividend Fund ETF (DES) was previously reviewed on July 12, 2023, highlighting a potential for weak capital appreciation while noting an attractive expected dividend yield of 3.16% [1] Group 1: Fund Overview - The WisdomTree U.S. SmallCap Dividend Fund ETF (DES) focuses on small-cap U.S. companies that pay dividends [1] - The fund's expected dividend yield is 3.16%, which is considered attractive in the current market environment [1] Group 2: Analyst Background - The analysis is provided by The Sunday Investor, who has a strong analytical background and has completed educational requirements for the Chartered Investment Manager designation [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] Group 3: Engagement and Communication - The Sunday Investor is active in the comments section of articles, encouraging readers to engage and ask questions [1] - The website etf-rankings.com is mentioned as a resource for ETF rankings and analysis [1]
BBLU: Revisiting EA Bridgeway's Active Blue-Chip Core ETF
Seeking Alpha· 2026-01-04 03:53
Group 1 - The EA Bridgeway Blue Chip ETF (BBLU) has had its "hold" rating updated from February 25, 2024, indicating a reassessment of its investment potential [1] - The portfolio of BBLU is considered fundamentally strong, suggesting a solid foundation for investment [1] - The Sunday Investor specializes in U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 2 - The Sunday Investor's ETF Rankings system includes individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score from the ETF Rankings system ranges from 1 to 10, providing an easy-to-understand metric for investors [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and discussion with readers [1]
SFLO: A Two-Year Review Of Victory Capital's Small-Cap Free Cash Flow Fund
Seeking Alpha· 2026-01-02 03:55
Core Insights - The article reviews the VictoryShares Small Cap Free Cash Flow ETF (SFLO), highlighting its performance since its inception two years ago on December 21, 2025 [1] Group 1: ETF Overview - SFLO is characterized as a high-quality small-cap value fund, indicating a focus on companies with strong cash flow and growth potential [1] - The fund's performance is compared against other ETFs, suggesting a competitive analysis within the small-cap sector [1] Group 2: Analyst Background - The author, known as The Sunday Investor, has a strong analytical background and has completed advanced investment education, including a Certificate of Advanced Investment Advice [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors such as costs, liquidity, risk, and quality [1] Group 3: Engagement and Resources - The Sunday Investor actively engages with readers in the comments section and encourages interaction through the website etf-rankings.com [1]
DGRW: High Quality, Low Dividends, And Balanced Growth (NASDAQ:DGRW)
Seeking Alpha· 2025-12-24 18:03
分组1 - The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is highlighted as a strong complement to the Schwab U.S. Dividend Equity ETF (SCHD) for investors seeking low-growth, high-dividend options [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, resulting in a composite score from 1-10 [1] - The Sunday Investor actively engages with readers in the comments section of articles and encourages interaction through his website, etf-rankings.com [1]
DGRW: High Quality, Low Dividends, And Balanced Growth
Seeking Alpha· 2025-12-24 18:03
分组1 - The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is highlighted as a strong complement to the Schwab U.S. Dividend Equity ETF (SCHD) for investors seeking low-growth, high-dividend options [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, resulting in a composite score from 1-10 [1] - The Sunday Investor actively engages with readers in the comments section of articles and encourages interaction through his website, etf-rankings.com [1]
CGMM: Exciting New 'Acorns To Oaks' Small/Mid-Cap ETF
Seeking Alpha· 2025-12-18 04:19
Group 1 - The article initiates coverage of the Capital Group U.S. Small and Mid Cap ETF (CGMM), which has a nearly one-year track record and an expense ratio of 0.51% [1] - The fund currently has assets under management totaling $1.08 billion [1] - The Sunday Investor, who authored the article, has a strong analytical background and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors [1] Group 2 - The ETF Rankings system includes individual factor scores covering costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment, which contribute to a composite score from 1-10 [1] - The Sunday Investor is actively engaged in the comments section of articles and encourages readers to reach out for discussions [1]
SFY: Conditions Favorable For This Low Cost Large-Cap Growth ETF (SFY)
Seeking Alpha· 2025-12-17 18:37
Core Viewpoint - The SoFi Select 500 ETF (SFY) is considered a sensible low-cost investment option for those seeking broad diversification with a slight growth focus, despite concerns regarding its selection process [1] Group 1: Analyst Background - The Sunday Investor specializes in U.S. Equity ETFs and has a strong analytical background, holding a Certificate of Advanced Investment Advice from the Canadian Securities Institute [1] - The Sunday Investor has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors such as costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] Group 2: ETF Rankings System - The ETF Rankings system provides individual factor scores for ETFs, which contribute to an overall composite score ranging from 1 to 10, making it easier for investors to understand [1] - The Sunday Investor is actively engaged in the comments section of articles, encouraging interaction and feedback from readers [1]
SFY: Conditions Favorable For This Low Cost Large-Cap Growth ETF
Seeking Alpha· 2025-12-17 18:37
Core Viewpoint - The SoFi Select 500 ETF (SFY) is considered a sensible low-cost investment option for those seeking broad diversification with a slight growth focus, despite concerns regarding its selection process [1] Group 1: ETF Analysis - The Sunday Investor specializes in U.S. Equity ETFs and has developed a proprietary ETF Rankings system that evaluates nearly 1,000 ETFs based on various factors including costs, liquidity, risk, size, value, dividends, growth, quality, momentum, and sentiment [1] - The composite score from the ETF Rankings system ranges from 1 to 10, providing an easy-to-understand metric for investors [1] Group 2: Analyst Background - The Sunday Investor has a strong analytical background and holds a Certificate of Advanced Investment Advice from the Canadian Securities Institute, along with completing all educational requirements for the Chartered Investment Manager designation [1] - The analyst is actively engaged in the comments section of articles, encouraging interaction and discussion with readers [1]