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Is WisdomTree Japan Hedged Equity ETF (DXJ) a Strong ETF Right Now?
ZACKS· 2025-08-07 11:21
Making its debut on 06/16/2006, smart beta exchange traded fund WisdomTree Japan Hedged Equity ETF (DXJ) provides investors broad exposure to the Asia-Pacific (Developed) ETFs category of the market.What Are Smart Beta ETFs?The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.Investors who believe in market efficiency should consider market cap indexes, as they replicate m ...
Is Invesco KBW Premium Yield Equity REIT ETF (KBWY) a Strong ETF Right Now?
ZACKS· 2025-07-30 11:21
Designed to provide broad exposure to the Real Estate ETFs category of the market, the Invesco KBW Premium Yield Equity REIT ETF (KBWY) is a smart beta exchange traded fund launched on 12/02/2010.What Are Smart Beta ETFs?The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a ...
Is SoFi Select 500 ETF (SFY) a Strong ETF Right Now?
ZACKS· 2025-07-24 11:21
Core Insights - The SoFi Select 500 ETF (SFY) offers broad exposure to the Style Box - Large Cap Growth category, making its debut on April 11, 2019 [1] - SFY is designed for investors looking to outperform the market through stock selection, utilizing non-cap weighted strategies based on fundamental characteristics [3][4] - The fund is managed by Sofi and has accumulated over $516.29 million in assets, aiming to match the performance of the SOLACTIVE SOFI US 500 GROWTH INDEX [5][6] Fund Details - SFY has an annual operating expense ratio of 0.05%, positioning it as one of the least expensive ETFs in its category, with a 12-month trailing dividend yield of 0.54% [7] - The ETF has a significant allocation in the Information Technology sector, comprising about 39% of the portfolio, with top holdings including Nvidia Corp (13.32%), Microsoft Corp, and Amazon.com Inc [8][9] Performance Metrics - As of July 24, 2025, SFY has increased by approximately 12.34% year-to-date and 21.73% over the past year, with a trading range between $90.76 and $121.62 in the last 52 weeks [10] - The ETF has a beta of 1.07 and a standard deviation of 18.94% over the trailing three-year period, indicating effective diversification with around 504 holdings [10] Competitive Landscape - SFY is positioned as a strong option for investors seeking to outperform the Style Box - Large Cap Growth segment, with alternatives like Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ) also available [11] - VUG has $179.85 billion in assets and an expense ratio of 0.04%, while QQQ has $358.67 billion in assets with a 0.20% expense ratio [11]