ETF diversification
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2 Dividend ETFs to Buy With $2,000 and Hold Forever
Yahoo Finance· 2026-01-21 19:05
Key Points The Charles Schwab U.S. Dividend Equity ETF (SCHD) aims to vet companies for their cash flow and financial stability. A company needs at least 10 straight years of dividend increases to be in the Vanguard Dividend Appreciation ETF. There isn't much overlap between these two ETFs, making them good complements to each other in your portfolio. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › Dividend stocks might not grab the headlines like high-powered tech stocks or "the ...
QLD vs. SSO: Which 2x Leveraged ETF Is Best for Investors Right Now?
The Motley Fool· 2025-12-01 18:28
Core Insights - The ProShares Ultra QQQ ETF (QLD) and ProShares Ultra S&P 500 ETF (SSO) both provide 2x daily leveraged exposure but differ in underlying index, sector concentration, and risk-return profile [1][2] Group 1: Cost and Size Comparison - SSO has a lower expense ratio of 0.87% compared to QLD's 0.95% [3] - As of December 1, 2025, SSO's one-year return is 18.32%, while QLD's is significantly higher at 32.48% [3] - SSO offers a higher dividend yield of 0.72% compared to QLD's 0.18% [3] - SSO has assets under management (AUM) of $7.7 billion, while QLD has $9.9 billion [3] Group 2: Performance and Risk Comparison - Over the past five years, SSO experienced a maximum drawdown of -46.73%, while QLD faced a more severe drawdown of -63.68% [4] - The growth of $1,000 over five years is $2,725 for SSO and $2,736 for QLD, indicating similar performance despite different risk profiles [4] Group 3: Portfolio Composition - QLD's portfolio is heavily concentrated in technology (55%), with significant allocations to Nvidia, Apple, and Microsoft [5] - SSO's portfolio is also tech-heavy (35%) but offers broader sector diversification with 503 holdings [6] - Both funds reset their daily leverage, which can lead to divergence in long-term returns, especially in volatile markets [6] Group 4: Risk Profile - QLD is identified as the more volatile option, with a higher beta of 2.22 compared to SSO's 2.02, indicating greater price fluctuations [3][9] - SSO provides more diversification and has experienced less volatility in recent years, although it has lower one-year returns compared to QLD [10][11]
Andy Baehr on New Crypto ETF & Rising Crypto Assets
Youtube· 2025-09-22 14:35
Core Insights - The cryptocurrency market, particularly Bitcoin, remains in high demand despite recent price fluctuations, with new ETFs expected to enhance market accessibility and variety [1][3][8] - The SEC's recent approval of new rules will facilitate quicker market entry for various cryptocurrencies in ETF form, promoting broader adoption [3][4] - The Grayscale Crypto 5 ETF, which includes Bitcoin, Ethereum, Solana, XRP, and Cardano, offers investors a diversified investment option in the cryptocurrency space [6][12] Market Dynamics - Bitcoin is currently trading at two-week lows, but interest in the asset class remains strong, with expectations for future price increases [1][14] - The market has seen significant rotations among cryptocurrencies, with Ethereum leading performance from April to August, followed by Solana taking over in mid-August [10][11] - The SEC and CFTC are anticipated to collaborate to improve access to cryptocurrencies, which may include stablecoins and smart contract platforms [9] Investment Opportunities - The Grayscale Crypto 5 ETF provides a way for investors to gain exposure to a basket of top cryptocurrencies without needing extensive knowledge of each individual asset [5][6] - The performance of various cryptocurrencies can be volatile, making it challenging for investors to time their investments effectively [12][14] - The potential for government programs to include cryptocurrencies mentioned by the president indicates growing institutional interest and legitimacy in the sector [13]