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Should You Invest in the iShares U.S. Infrastructure ETF (IFRA)?
ZACKS· 2025-07-29 11:21
Looking for broad exposure to the Utilities - Infrastructure segment of the equity market? You should consider the iShares U.S. Infrastructure ETF (IFRA) , a passively managed exchange traded fund launched on April 3, 2018.While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.Sector ETFs are also funds of convenience, offering many ways to gain low risk and ...
Should You Invest in the U.S. Global Jets ETF (JETS)?
ZACKS· 2025-07-28 11:20
Looking for broad exposure to the Industrials - Transportation/Shipping segment of the equity market? You should consider the U.S. Global Jets ETF (JETS) , a passively managed exchange traded fund launched on April 30, 2015.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group o ...
Should You Invest in the Invesco Water Resources ETF (PHO)?
ZACKS· 2025-07-25 11:21
Designed to provide broad exposure to the Industrials - Water segment of the equity market, the Invesco Water Resources ETF (PHO) is a passively managed exchange traded fund launched on December 6, 2005.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs also provide investors access to a broad group of companies in partic ...
Should You Invest in the Global X U.S. Infrastructure Development ETF (PAVE)?
ZACKS· 2025-07-24 11:21
Designed to provide broad exposure to the Utilities - Infrastructure segment of the equity market, the Global X U.S. Infrastructure Development ETF (PAVE) is a passively managed exchange traded fund launched on 03/06/2017.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Additionally, sector ETFs offer convenient ways to gain low ri ...
Should You Invest in the Invesco S&P 500 Equal Weight Health Care ETF (RSPH)?
ZACKS· 2025-07-24 11:21
Core Insights - The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is a passively managed ETF launched on November 1, 2006, providing broad exposure to the Healthcare - Broad segment of the equity market [1] - The Healthcare - Broad sector is ranked 8th among the 16 Zacks sectors, placing it in the top 50% [2] Fund Overview - Sponsored by Invesco, RSPH has over $717.51 million in assets, making it one of the larger ETFs in the Healthcare - Broad segment [3] - The ETF aims to match the performance of the S&P 500 Equal Weight Health Care Index, which equally weights stocks in the healthcare sector of the S&P 500 Index [3] Cost Structure - RSPH has an annual operating expense ratio of 0.40%, positioning it as one of the cheaper options in the ETF space [4] - The ETF has a 12-month trailing dividend yield of 0.76% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Healthcare sector, with approximately 100% of its portfolio dedicated to this area [5] - Moderna Inc (MRNA) constitutes about 1.82% of total assets, with the top 10 holdings accounting for approximately 17.56% of total assets under management [6] Performance Metrics - As of July 24, 2025, RSPH has gained about 0.04% year-to-date but is down approximately -4.35% over the past year [7] - The ETF has traded between $26.81 and $32.53 in the last 52 weeks, with a beta of 0.83 and a standard deviation of 15.65% over the trailing three-year period [7] Alternatives - RSPH carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Health Care ETFs market [8] - Other alternatives include the Vanguard Health Care ETF (VHT) and the Health Care Select Sector SPDR ETF (XLV), with VHT having $15.51 billion in assets and XLV having $33.63 billion [9]
Should You Invest in the Invesco S&P 500 Equal Weight Industrials ETF (RSPN)?
ZACKS· 2025-07-23 11:20
Core Insights - The Invesco S&P 500 Equal Weight Industrials ETF (RSPN) is designed to provide broad exposure to the Industrials sector, launched on November 1, 2006 [1] - The ETF has gained popularity among both institutional and retail investors due to its low cost, transparency, flexibility, and tax efficiency [1][2] - RSPN has amassed assets over $672.39 million, making it an average-sized ETF in its category [3] Index Details - RSPN aims to match the performance of the S&P 500 Equal Weight Industrials Index, which equally weights stocks in the industrials sector of the S&P 500 Index [3] - The ETF has a 100% allocation in the Industrials sector, providing diversified exposure [5] Costs - The annual operating expenses for RSPN are 0.40%, which is competitive with peer products [4] - The ETF has a 12-month trailing dividend yield of 0.92% [4] Performance and Risk - Year-to-date, RSPN has increased by approximately 10.45%, and it is up about 17.46% over the last 12 months as of July 23, 2025 [7] - The ETF has a beta of 1.09 and a standard deviation of 18.05% for the trailing three-year period, indicating effective diversification of company-specific risk [7] Alternatives - RSPN carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Industrials sector [8] - Other alternatives include the Vanguard Industrials ETF (VIS) and the Industrial Select Sector SPDR ETF (XLI), with VIS having $6 billion in assets and an expense ratio of 0.09%, while XLI has $22.49 billion in assets and charges 0.08% [9]
Should You Invest in the First Trust Water ETF (FIW)?
ZACKS· 2025-07-23 11:20
Designed to provide broad exposure to the Industrials - Water segment of the equity market, the First Trust Water ETF (FIW) is a passively managed exchange traded fund launched on 05/08/2007.Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to ...
Should You Invest in the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD)?
ZACKS· 2025-07-23 11:20
Core Insights - The Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) is a passively managed ETF launched on November 1, 2006, providing broad exposure to the Consumer Discretionary sector [1] - The ETF has assets over $207.32 million and aims to match the performance of the S&P 500 Equal Weight Consumer Discretionary Index [3] - The ETF has an annual operating expense of 0.40% and a 12-month trailing dividend yield of 0.70% [4] Sector Overview - The Consumer Discretionary - Broad sector is ranked 11th among 16 Zacks sectors, placing it in the bottom 31% [2] - The ETF offers approximately 100% allocation in the Consumer Discretionary sector, providing diversified exposure [5] Holdings and Performance - Carnival Corp (CCL) accounts for about 2.33% of total assets, with the top 10 holdings representing approximately 21.73% of total assets [6] - The ETF has returned roughly 5.65% year-to-date and 15.50% over the past year, with a trading range between $44.09 and $56.27 in the last 52 weeks [7] Alternatives - The Invesco S&P 500 Equal Weight Consumer Discretionary ETF has a Zacks ETF Rank of 4 (Sell), indicating it may not be the best choice for investors seeking exposure to this sector [8] - Alternatives include the Vanguard Consumer Discretionary ETF (VCR) with $6.29 billion in assets and an expense ratio of 0.09%, and the Consumer Discretionary Select Sector SPDR ETF (XLY) with $22.97 billion in assets and an expense ratio of 0.08% [9]
Should You Invest in the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS)?
ZACKS· 2025-07-23 11:20
Core Insights - The Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) is designed to provide broad exposure to the Consumer Staples sector, launched on November 1, 2006 [1] - The ETF has accumulated over $257.18 million in assets, positioning it as an average-sized ETF in its category [3] - The fund has an annual operating expense ratio of 0.40% and a 12-month trailing dividend yield of 0.74% [4] Fund Details - RSPS aims to match the performance of the S&P 500 Equal Weight Consumer Staples Index, which equally weights stocks in the consumer staples sector [3] - The ETF is fully allocated to the Consumer Staples sector, minimizing single stock risk [5] Holdings - Estee Lauder Cos Inc (EL) constitutes approximately 3.28% of total assets, with the top 10 holdings accounting for about 28.11% of total assets under management [6] Performance Metrics - As of July 23, 2025, RSPS has gained about 2.14% year-to-date but is down approximately -0.44% over the past year [7] - The ETF has traded between $28.68 and $32.71 in the last 52 weeks, with a beta of 0.52 and a standard deviation of 12.95% over the trailing three-year period [7] Alternatives - RSPS holds a Zacks ETF Rank of 3 (Hold), indicating a moderate investment outlook based on various factors [8] - Other options in the Consumer Staples ETF space include the Vanguard Consumer Staples ETF (VDC) and the Consumer Staples Select Sector SPDR ETF (XLP), with VDC having $7.64 billion in assets and XLP $15.91 billion [10]
Should You Invest in the Invesco Global Water ETF (PIO)?
ZACKS· 2025-07-22 11:21
Designed to provide broad exposure to the Industrials - Water segment of the equity market, the Invesco Global Water ETF (PIO) is a passively managed exchange traded fund launched on 06/13/2007.Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.Sector ETFs are also funds of convenience, offering many ways to gain low risk and diversi ...