Passively Managed ETF

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Should Invesco S&P 500 Top 50 ETF (XLG) Be on Your Investing Radar?
ZACKS· 2025-07-16 11:20
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Invesco S&P 500 Top 50 ETF (XLG) , a passively managed exchange traded fund launched on 05/04/2005.The fund is sponsored by Invesco. It has amassed assets over $9.59 billion, making it one of the largest ETFs attempting to match the Large Cap Blend segment of the US equity market.Why Large Cap BlendCompanies that find themselves in the large cap category typically have a market capitalization above $10 ...
Should You Invest in the SPDR S&P Capital Markets ETF (KCE)?
ZACKS· 2025-07-14 11:21
Designed to provide broad exposure to the Financials - Brokers/ Capital markets segment of the equity market, the SPDR S&P Capital Markets ETF (KCE) is a passively managed exchange traded fund launched on 11/08/2005.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.Additionally, sector ETFs offer convenient ways to gain low risk and ...
Should You Invest in the VanEck Agribusiness ETF (MOO)?
ZACKS· 2025-07-14 11:21
The VanEck Agribusiness ETF (MOO) was launched on 08/31/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Materials - Agribusiness segment of the equity market.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 parti ...
Should SPDR S&P 500 ETF (SPY) Be on Your Investing Radar?
ZACKS· 2025-07-11 11:20
Core Insights - The SPDR S&P 500 ETF (SPY) is a leading passively managed ETF with over $643.46 billion in assets, targeting the Large Cap Blend segment of the US equity market [1] - Large cap companies typically have market capitalizations above $10 billion and are characterized by stability and predictable cash flows [2] - The ETF has a low expense ratio of 0.09% and a 12-month trailing dividend yield of 1.15% [3] Costs - The SPY ETF's annual operating expenses are among the lowest in the market, which can lead to better long-term performance compared to more expensive funds [3] Sector Exposure and Top Holdings - The ETF has a significant allocation to the Information Technology sector, comprising approximately 33.40% of the portfolio, followed by Financials and Consumer Discretionary [4] - Microsoft Corp (MSFT) is the largest holding at about 6.86% of total assets, with the top 10 holdings representing around 35.92% of total assets [5] Performance and Risk - SPY aims to replicate the performance of the S&P 500 Index, which includes 500 selected stocks across various industries [6] - The ETF has increased by approximately 7.37% year-to-date and 12.77% over the past year, with a trading range between $496.48 and $625.82 in the last 52 weeks [6] - With a beta of 1 and a standard deviation of 17.25% over the trailing three years, SPY is considered a medium-risk investment [7] Alternatives - SPY holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratios, and momentum [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), which also track the same index with similar expense ratios [9] Bottom-Line - Passively managed ETFs like SPY are increasingly favored by both retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]