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Worried About an AI Bubble? These 2 Vanguard ETFs Can Help Keep Your Portfolio Safe.
The Motley Fool· 2025-10-26 12:47
Core Insights - Concerns are rising about the potential for a bubble in AI stocks, reminiscent of the dot-com era, despite significant profits being reported by these companies [1][2] Group 1: Market Performance and Valuations - AI stocks have seen substantial increases in value, leading to debates about whether they are overpriced [1] - The Vanguard High Dividend Yield ETF outperformed the S&P 500 during the 2022 market crash, declining only 3% compared to the S&P 500's 19% drop [8] - The Vanguard U.S. Minimum Volatility ETF also performed better than the S&P 500, with a decline of nearly 8% during the same period [11] Group 2: Investment Options - The Vanguard High Dividend Yield ETF focuses on high-yielding stocks, providing diversification with a portfolio of 566 stocks, including blue-chip companies like Procter & Gamble and Walmart [5][6] - This ETF offers a dividend yield of around 2.5%, significantly higher than the S&P 500's average of 1.2%, with a low expense ratio of 0.06% [8] - The Vanguard U.S. Minimum Volatility ETF invests in low-volatility stocks, with 188 holdings and no single stock accounting for more than 2% of the portfolio, featuring companies like Coca-Cola and Cisco Systems [10][12]
LVHD: A Yield Trap In Disguise
Seeking Alpha· 2025-09-26 14:33
Core Argument - The Franklin U.S. Low Volatility High Dividend Index ETF (NASDAQ: LVHD) presents a compelling investment opportunity by offering high dividends coupled with low volatility, which is particularly attractive in the current market environment [1]. Summary by Category Investment Proposition - The ETF aims to provide investors with a strong value proposition through its focus on high dividends and low volatility, appealing to those seeking stable income [1]. Market Context - The current market conditions enhance the attractiveness of the LVHD ETF, as investors are increasingly looking for reliable income sources amidst volatility [1].
Motley Fool Asset Management Plans Big Expansion into ETFs
Yahoo Finance· 2025-09-25 15:39
Core Insights - Motley Fool Asset Management is preparing to significantly expand its ETF offerings, filing for SEC approval of 15 new ETFs, which will more than triple its current lineup [2][3] - The new ETFs will focus on various themes, including equal weight and low volatility, differing from the existing active and passive funds [2][4] - The firm aims to cater to a broader range of investors by providing a more diverse suite of funds that align with different risk factors and asset ownership [3] Current ETF Lineup - The existing ETF lineup is valued at $2.5 billion and includes three active products converted from mutual funds: Global Opportunities ETF, Small-Cap Growth ETF, and Mid-Cap Growth ETF [4] - The passive ETFs currently offered are the Motley Fool 100 Index ETF, Capital Efficiency 100 Index ETF, and Next Index ETF [4] Upcoming Products - The forthcoming ETFs include: Aggressive Growth Factor, Smart Volatility Factor, Crowdsource, 100 Equal Weight, Value Factor, Next Equal Weight, Enhanced Income, 100 Minimum Volatility, International Opportunities, Next Minimum Volatility, Large Cap Growth, Rising 100, Momentum Factor, Rising 100 Minimum Volatility, and Multi Factor ETFs [4] - The launch of these new products will be gradual, depending on the SEC's approval process [3]
SELV: Attractive Valuation, Low Volatility
Seeking Alpha· 2025-07-30 11:10
Core Viewpoint - The SEI Enhanced Low Volatility US Large Cap ETF (BATS: SELV) is positioned as a defensive investment option, demonstrating historical volatility significantly lower than broader equity indexes, thus fulfilling its low-volatility promise [1] Group 1 - The ETF is categorized among low-volatility funds that effectively deliver on their defensive strategy [1] - Historical volatility of SELV is well below that of broader equity indexes, indicating its stability [1]
FDLO: Low Volatility And A Strong Tracking Record
Seeking Alpha· 2025-07-23 07:11
Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis before making investment decisions [1][2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility observed in the tech sector [1]. - Analysts are focusing on the performance of companies that have demonstrated resilience during economic downturns, particularly those with strong balance sheets and cash flow [1]. Group 2: Investment Opportunities - There is a growing interest in renewable energy companies, driven by government incentives and a shift towards sustainable practices [1]. - The healthcare sector is also highlighted as a potential area for growth, especially companies involved in innovative treatments and technologies [1]. Group 3: Risks and Considerations - Investors are advised to remain cautious due to potential regulatory changes that could affect various industries, particularly in technology and healthcare [1]. - The importance of diversifying investment portfolios to mitigate risks associated with market volatility is emphasized [1].
MINT Can Provide Investors With Appealing Yields And Liquidity For Excess Capital
Seeking Alpha· 2025-07-22 22:33
Group 1 - The PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) aims to provide capital preservation, liquidity, and low volatility for investors [1] - MINT utilizes short-duration issuances to deliver current income that reflects the short-end of the yield curve [1] Group 2 - Michael Del Monte is identified as a buy-side equity analyst with over 5 years of experience in the investment management industry [1] - Prior to his current role, Del Monte spent over a decade in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - Investment recommendations are based on a comprehensive view of the investment ecosystem rather than evaluating companies in isolation [1]
Should SPDR Russell 1000 Low Volatility Focus ETF (ONEV) Be on Your Investing Radar?
ZACKS· 2025-07-14 11:21
Core Viewpoint - The SPDR Russell 1000 Low Volatility Focus ETF (ONEV) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with a focus on low volatility stocks [1][6]. Group 1: Fund Overview - ONEV was launched on December 2, 2015, and is sponsored by State Street Global Advisors, with assets exceeding $593.87 million [1]. - The ETF targets large-cap companies, typically with market capitalizations above $10 billion, which are generally more stable and less volatile than smaller companies [2]. Group 2: Costs and Performance - The annual operating expenses for ONEV are 0.20%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.89% [3]. - As of July 14, 2025, ONEV has increased by approximately 4.61% year-to-date and 10.66% over the past year, with a trading range between $114.16 and $135.42 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 19.10% of the portfolio, followed by Healthcare and Financials [4]. - Cognizant Tech Solutions A (CTSH) represents about 1.50% of total assets, with the top 10 holdings accounting for approximately 10.35% of total assets under management [5]. Group 4: Risk and Alternatives - ONEV aims to match the performance of the Russell 1000 Low Volatility Focused Factor Index, which includes large-cap U.S. equity securities with low volatility characteristics [6]. - The ETF has a beta of 0.87 and a standard deviation of 14.64% over the trailing three-year period, indicating effective diversification of company-specific risk [7]. - Alternatives to ONEV include the SPDR S&P 500 ETF (SPY) and the Vanguard S&P 500 ETF (VOO), which have larger asset bases and lower expense ratios [9]. Group 5: Investment Appeal - Passively managed ETFs like ONEV are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [10].