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The 3 Schwab ETFs to Buy Before March
247Wallst· 2026-02-23 17:45
The 3 Schwab ETFs to Buy Before March - 24/7 Wall St.[S&P 5006,831.40 -1.19%][Dow Jones48,829.20 -1.62%][Nasdaq 10024,663.70 -1.46%][Russell 20002,603.60 -2.33%][FTSE 10010,663.00 -0.67%][Nikkei 22556,603.00 -0.91%][Stock Market Live February 23, 2026: S&P 500 (SPY) Tried to Shrug Off Tariff Uncertainty][Investing]# The 3 Schwab ETFs to Buy Before March### Quick ReadSCHB tracks 2,500 U.S. companies with a 0.03% expense ratio and delivered 14-15% annualized returns over 10 years.SCHD screens 100 companies fo ...
Nano Nuclear Stock Climbs After Narrower Q1 Loss: Details
Benzinga· 2026-02-17 21:37
Company Performance - Nano Nuclear reported quarterly losses of 13 cents per share, which beat the consensus estimate for losses of 29 cents per share [1] - The company expects estimated cash expenditures of approximately $65 million over the next 12 months [1] Stock Movement - Nano Nuclear stock rose 1.03% to $25.49 in Tuesday's extended trading [1] Investment Options - Investors can purchase NNE stock through a brokerage platform or by buying an ETF that holds the stock [2] - An ETF will likely hold shares in many liquid and large companies within the Industrials sector, allowing investors to gain exposure to trends in that segment [3]
Should You Invest in the iShares U.S. Oil Equipment & Services ETF (IEZ)?
ZACKS· 2026-02-04 12:20
Core Insights - The iShares U.S. Oil Equipment & Services ETF (IEZ) is a passively managed ETF launched on May 1, 2006, providing broad exposure to the Energy - Equipment and Services segment of the equity market [1] - The Energy - Equipment and Services sector is currently ranked 15th among 16 Zacks sectors, placing it in the bottom 6% [2] Index Details - Sponsored by Blackrock, IEZ has over $206.03 million in assets, making it an average-sized ETF aiming to match the performance of the Dow Jones U.S. Select Oil Equipment & Services Index [3] - The index comprises U.S. equities in the oil equipment and services sector [3] Costs - IEZ has annual operating expenses of 0.38%, positioning it as one of the cheaper options in the ETF space [4] - The ETF offers a 12-month trailing dividend yield of 1.49% [4] Sector Exposure and Top Holdings - The ETF has a 100% allocation in the Energy sector, with Slb Nv (SLB) making up approximately 23.82% of total assets, followed by Baker Hughes Class A (BKR) and Halliburton (HAL) [5] - The top 10 holdings account for about 75.32% of total assets under management [6] Performance and Risk - IEZ has increased by about 25.4% and is up approximately 28.56% year-to-date as of February 4, 2026 [7] - The ETF has traded between $14.77 and $26.17 over the past 52 weeks, with a beta of 0.91 and a standard deviation of 31.31% for the trailing three-year period, indicating high risk [7] Alternatives - IEZ carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Energy ETFs area [8] - Other alternatives include the State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) and the VanEck Oil Services ETF (OIH), with assets of $369.22 million and $2.12 billion respectively, both having an expense ratio of 0.35% [10]
Should You Invest in the State Street Consumer Staples Select Sector SPDR ETF (XLP)?
ZACKS· 2026-01-13 12:20
Core Insights - The State Street Consumer Staples Select Sector SPDR ETF (XLP) is a passively managed ETF launched on December 16, 1998, providing broad exposure to the Consumer Staples sector [1] - The ETF is the largest in its category with over $14.9 billion in assets, aiming to match the performance of the Consumer Staples Select Sector Index [3] - It has a low expense ratio of 0.08% and a 12-month trailing dividend yield of 2.67%, making it an attractive option for investors [4] Fund Details - XLP seeks to replicate the performance of the Consumer Staples Select Sector Index, which represents the consumer staples sector of the S&P 500 Index [3] - The ETF has a 100% allocation in the Consumer Staples sector, providing diversified exposure [5] - The top three holdings include Walmart Inc (11.83%), Costco Wholesale Corp, and Procter & Gamble Co, with the top 10 holdings comprising 61.12% of total assets [6] Performance Metrics - As of January 13, 2026, the ETF has increased by approximately 3.22% year-to-date and 7.83% over the past year, trading between $75.6 and $83.6 in the last 52 weeks [7] - The ETF has a beta of 0.51 and a standard deviation of 11.61% over the trailing three-year period, indicating medium risk [7] Alternatives - XLP carries a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Consumer Staples sector [8] - Other alternatives include Fidelity MSCI Consumer Staples Index ETF (FSTA) with $1.35 billion in assets and Vanguard Consumer Staples ETF (VDC) with $7.47 billion, both with competitive expense ratios [10]
Should You Invest in the State Street SPDR S&P Bank ETF (KBE)?
ZACKS· 2026-01-06 12:21
Core Insights - The State Street SPDR S&P Bank ETF (KBE) is a passively managed ETF launched on November 8, 2005, designed to provide broad exposure to the Financials - Banking segment of the equity market [1] - KBE has gained popularity among retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency, making it suitable for long-term investors [1] Fund Overview - The fund is sponsored by State Street Investment Management and has accumulated assets exceeding $1.34 billion, positioning it as one of the larger ETFs in the Financials - Banking segment [3] - KBE aims to match the performance of the S&P Banks Select Industry Index before fees and expenses [3] Index Details - The S&P Banks Select Industry Index is a modified equal-weighted index that reflects the performance of publicly traded companies operating as banks or thrifts [4] - The index includes common stocks of national money centers and leading regional banks or thrifts listed on U.S. national securities exchanges [4] Cost Structure - KBE has annual operating expenses of 0.35%, making it one of the least expensive ETFs in its category [5] - The ETF offers a 12-month trailing dividend yield of 2.44% [5] Sector Exposure and Holdings - KBE provides nearly 100% exposure to the Financials sector, minimizing single stock risk through diversified holdings [6] - Comerica Inc (CMA) constitutes approximately 1.25% of total assets, followed by Bankunited Inc (BKU) and Banc Of California Inc (BANC) [6] - The top 10 holdings represent about 11.54% of total assets under management [7] Performance Metrics - KBE has increased by approximately 2.83% year-to-date and has risen about 14.89% over the past year, with a trading range between $45.85 and $62.79 in the last 52 weeks [8] - The ETF has a beta of 0.95 and a standard deviation of 27.96% over the trailing three-year period, indicating a higher risk profile [8] Alternatives - KBE holds a Zacks ETF Rank of 1 (Strong Buy), based on expected asset class return, expense ratio, and momentum [9] - Other ETFs in the Financials space include First Trust NASDAQ Bank ETF (FTXO) with $273.56 million in assets and Invesco KBW Bank ETF (KBWB) with $6.21 billion in assets [10] - FTXO has an expense ratio of 0.6%, while KBWB charges 0.35% [10]
Should You Invest in the State Street SPDR S&P Insurance ETF (KIE)?
ZACKS· 2026-01-05 12:20
Core Viewpoint - The State Street SPDR S&P Insurance ETF (KIE) offers broad exposure to the Financials - Insurance segment, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Fund Overview - KIE was launched on November 8, 2005, and has accumulated assets exceeding $579.35 million, positioning it as an average-sized ETF in its category [3]. - The ETF aims to replicate the performance of the S&P Insurance Select Industry Index, which represents the insurance segment of the S&P Total Market Index [3]. Cost Structure - KIE has an annual operating expense ratio of 0.35%, making it one of the more affordable options in the ETF space [4]. - The ETF offers a 12-month trailing dividend yield of 1.59% [4]. Sector Exposure and Holdings - The ETF is fully allocated to the Financials sector, providing diversified exposure while minimizing single stock risk [5]. - Key holdings include Lemonade Inc (3.01% of total assets), Brighthouse Financial Inc, and White Mountains Insurance Group, with the top 10 holdings comprising approximately 22.09% of total assets [6]. Performance Metrics - As of January 5, 2026, KIE has experienced a year-to-date loss of about 1.08% but is up approximately 7.69% over the past year [7]. - The ETF has traded between $53.63 and $61.12 in the last 52 weeks, with a beta of 0.69 and a standard deviation of 17.04% over the trailing three-year period, indicating medium risk [7]. Alternatives - KIE holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials ETFs market [8]. - Other alternatives include Invesco KBW Property & Casualty Insurance ETF (KBWP) with $287.73 million in assets and iShares U.S. Insurance ETF (IAK) with $492.20 million in assets, both with competitive expense ratios [9].
Should You Invest in the State Street SPDR S&P Homebuilders ETF (XHB)?
ZACKS· 2025-12-24 12:21
Core Viewpoint - The State Street SPDR S&P Homebuilders ETF (XHB) offers broad exposure to the Industrials - Engineering and Construction segment, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: ETF Overview - XHB is a passively managed ETF launched on January 31, 2006, with assets exceeding $1.66 billion, making it one of the larger ETFs in its category [1][3]. - The ETF aims to match the performance of the S&P Homebuilders Select Industry Index, which represents the homebuilding sub-industry of the S&P Total Markets Index [3][4]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.35%, positioning it as one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.77% [5]. - Year-to-date, the ETF has increased by approximately 0.39% but has decreased by about 0.64% over the past year, trading between $86.79 and $119.58 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation of about 67.1% in the Consumer Discretionary sector, followed by Industrials [6]. - Champion Homes Inc (SKY) constitutes around 4.1% of total assets, with the top 10 holdings making up approximately 36.92% of total assets under management [7]. Group 4: Risk Assessment - The ETF has a beta of 1.31 and a standard deviation of 25.29% over the trailing three-year period, indicating a higher risk profile compared to its peers [8].
Should You Invest in the State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES)?
ZACKS· 2025-12-22 12:21
Core Insights - The State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) is designed to provide broad exposure to the Energy - Equipment and services segment of the equity market, launched on June 19, 2006 [1] - The ETF is passively managed, appealing to both institutional and retail investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - The fund is sponsored by State Street Investment Management and has assets exceeding $258.92 million, categorizing it as an average-sized ETF in its sector [3] - XES aims to match the performance of the S&P Oil & Gas Equipment & Services Select Industry Index [3][4] Cost Structure - The ETF has an annual operating expense ratio of 0.35%, making it one of the least expensive options in the market [5] - It offers a 12-month trailing dividend yield of 1.69% [5] Sector Exposure and Holdings - The ETF is fully allocated to the Energy sector, with approximately 100% of its portfolio dedicated to this segment [6] - Liberty Energy Inc (LBRT) constitutes about 6.79% of total assets, with the top 10 holdings representing approximately 49.89% of total assets under management [7] Performance Metrics - Year-to-date, XES has gained about 3.3%, and it has increased approximately 9.4% over the past year [8] - The fund has traded between $52.84 and $87.75 in the last 52 weeks, with a beta of 0.96 and a standard deviation of 34.48% over the trailing three-year period, indicating a higher risk profile [8] Alternatives - The ETF has a Zacks ETF Rank of 4 (Sell), suggesting it may not be the best option for investors seeking exposure to the Energy ETFs segment [10] - Alternatives include iShares U.S. Oil Equipment & Services ETF (IEZ) with $132.55 million in assets and VanEck Oil Services ETF (OIH) with $1.30 billion in assets [11]
Should You Invest in the State Street Utilities Select Sector SPDR ETF (XLU)?
ZACKS· 2025-12-22 12:21
Core Viewpoint - The State Street Utilities Select Sector SPDR ETF (XLU) is a leading option for investors seeking broad exposure to the Utilities sector, offering low costs, transparency, and tax efficiency [1][2]. Fund Overview - XLU is a passively managed ETF launched on December 16, 1998, with assets exceeding $21.88 billion, making it the largest ETF in the Utilities - Broad segment [3]. - The fund aims to match the performance of the Utilities Select Sector Index, which represents the Utilities sector of the S&P 500 Index [3]. Cost Structure - XLU has an annual operating expense ratio of 0.08%, making it the least expensive option in its category [4]. - The ETF offers a 12-month trailing dividend yield of 2.71% [4]. Sector Exposure and Holdings - The ETF is fully allocated to the Utilities sector, providing 100% exposure [5]. - Nextera Energy Inc (NEE) constitutes approximately 12.89% of total assets, with the top 10 holdings representing about 59.05% of total assets under management [6]. Performance Metrics - The ETF has returned approximately 14.86% year-to-date and 16.4% over the past year, with a trading range between $36.545 and $46.45 in the last 52 weeks [7]. - XLU has a beta of 0.67 and a standard deviation of 16.23% over the trailing three-year period, indicating medium risk [7]. Investment Alternatives - XLU holds a Zacks ETF Rank of 2 (Buy), indicating strong potential for investors seeking Utilities/Infrastructure exposure [8]. - Other alternatives include Fidelity MSCI Utilities Index ETF (FUTY) and Vanguard Utilities ETF (VPU), with respective assets of $2.13 billion and $7.75 billion [9].
Will the SPDR S&P 500 ETF (SPY) Stock Hit $800 in 2026?
247Wallst· 2025-12-15 16:18
Core Insights - The SPDR S&P 500 ETF (NYSEARCA:SPY) is a well-established and popular exchange traded fund that tracks the S&P 500 large-cap stock index [1] Company Overview - The SPDR S&P 500 ETF is designed to provide investors with exposure to the performance of the S&P 500 index, which includes large-cap stocks [1]