Core Viewpoint - Gold prices experienced significant volatility on December 29, with a peak of $4581 per ounce followed by a sharp decline to $4316, reflecting a drop of over $265 during the trading session [1] Market Performance - COMEX gold futures closed down 4.45% at $4350.2 per ounce [1] - The China Gold ETF (518850) fell by 0.87%, while the Gold Stock ETF (159562) decreased by 2.27%, and the Nonferrous Metals ETF (516650) dropped by 1.96% [1] Market Influences - The increase in margin requirements by CME Group for gold, silver, and lithium futures contributed to market pressure, potentially triggering short-term adjustments [1] - The meeting between U.S. President Trump and Ukrainian President Zelensky, which both parties described as having made "great progress," may have influenced market sentiment [1] Technical Analysis - Analysts suggest that the recent price correction in gold may be a technical adjustment following a rapid increase, compounded by the upcoming New Year holiday and stricter risk control measures from exchanges [1] - Despite short-term volatility, market analysis indicates strong support for gold prices in the range of $4350 to $4400 per ounce, suggesting limited downside potential [1]

Core Viewpoint - The State Street SPDR Russell 1000 Yield Focus ETF (ONEY) is a passively managed ETF aimed at providing broad exposure to the Large Cap Value segment of the US equity market, with assets exceeding $841.87 million, positioning it as an average-sized ETF in this category [1]. Group 1: Large Cap Value Characteristics - Large cap companies generally have a market capitalization above $10 billion, characterized by stability and predictable cash flows, making them less volatile compared to mid and small cap companies [2]. - Value stocks, while having lower price-to-earnings and price-to-book ratios, have historically outperformed growth stocks in most markets, although they may underperform during strong bull markets [3]. Group 2: Costs and Performance - The ETF has an annual operating expense ratio of 0.2%, categorizing it as one of the cheaper options in the market, and it offers a 12-month trailing dividend yield of 3.12% [4]. - As of December 29, 2025, the ETF has gained approximately 8.66% year-to-date and 7.51% over the past year, with a trading range between $95.52 and $116.46 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF's largest allocation is to the Industrials sector, comprising about 13.7% of the portfolio, followed by Consumer Staples and Financials [5]. - United Parcel Service Cl B (UPS) represents about 2.23% of total assets, with the top 10 holdings accounting for approximately 13.67% of total assets under management [6]. Group 4: Investment Strategy and Alternatives - The ETF aims to match the performance of the Russell 1000 Yield Focused Factor Index, which includes large-cap U.S. equity securities with high value, high quality, and low size characteristics, focusing on high yield [7]. - Alternatives to this ETF include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which track similar indices but have significantly larger asset bases and lower expense ratios [11]. Group 5: Overall Market Position - The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Value segment of the market [10]. - Passively managed ETFs like ONEY are increasingly popular due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investors [12].

Core Insights - The article compares two low-cost Vanguard ETFs, the Vanguard Mega Cap Growth ETF (MGK) and the Vanguard Russell 1000 Growth ETF (VONG), focusing on their diversification, sector exposure, and risk profiles for growth-focused investors [1][2]. Group 1: Fund Overview - Both MGK and VONG are passively managed funds from Vanguard that target U.S. large-cap growth stocks, with an expense ratio of 0.07% for both [3]. - As of December 27, 2025, MGK has a 1-year return of 17.59% and a dividend yield of 0.37%, while VONG has a 1-year return of 15.46% and a higher dividend yield of 0.45% [3]. Group 2: Performance & Risk Metrics - Over the past five years, MGK has a maximum drawdown of -36.02%, compared to VONG's -32.72%, indicating MGK's higher volatility [4]. - An investment of $1,000 in MGK would have grown to $2,080 over five years, while the same investment in VONG would have grown to $2,010 [4]. Group 3: Portfolio Composition - VONG tracks the Russell 1000 Growth Index, holding 391 stocks with a significant allocation of 55% in technology, while MGK is more concentrated with only 66 stocks and a 58% allocation in technology [5][6]. - The top holdings for both funds include Nvidia, Apple, and Microsoft, but MGK has higher individual weights in these stocks, leading to greater concentration risk [6]. Group 4: Investment Implications - VONG offers greater diversification with nearly 400 stocks, reducing concentration risk compared to MGK's 66 stocks [7]. - While MGK has outperformed VONG in the past year and five years, the marginal difference in performance suggests that MGK's higher risk may not have yielded significantly better returns [8]. - Future performance may favor MGK if the tech sector continues to thrive, but VONG's diversification could mitigate risks during potential tech downturns [9].

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Core Insights - Investing in high-dividend yield ETFs can enhance portfolio diversification and provide steady income, appealing to long-term investors and those nearing retirement [1][2] - Quality high-yield ETFs typically consist of mature and financially stable companies, making them attractive for wealth compounding through reinvested dividends [2] Group 1: SPDR Portfolio S&P 500 High Dividend ETF - The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) tracks the top 80 high-dividend-yielding companies in the S&P 500, trading at approximately $43 per share with a trailing 12-month dividend yield of about 4.5% [4][5] - The ETF has a low expense ratio of 0.07%, meaning a $10,000 investment incurs only $7 in annual fees, and it currently manages over $7.3 billion in net assets [4][5] - The fund's top sector exposures include real estate (21.4%), utilities (13.4%), financials (17.3%), and consumer staples (16.3%), with minimal tech sector exposure of less than 2% [5][6] - Since its inception in 2015, the ETF has delivered a total return of about 130%, significantly lower than the S&P 500's over 300% return in the same period [6] Group 2: Schwab US Dividend Equity ETF - The Schwab US Dividend Equity ETF (SCHD) trades around $28 per share with a yield of approximately 3.8%, aiming to mirror the Dow Jones U.S. Dividend 100 Index [9][10] - The ETF focuses on companies with strong balance sheets and consistent dividend payments, holding around 100 stocks, including major names like Bristol Myers Squibb and Coca-Cola [10][12] - With an expense ratio of 0.06%, the fund has nearly $73 billion in assets under management and has delivered a total return of over 200% over the last decade, translating to an annualized return of about 11% to 12% [12][13]

Core Insights - The Vanguard Small-Cap Value ETF (VBR) is noted for its lower cost and higher yield compared to the iShares Russell 2000 Value ETF (IWN), which offers broader diversification and a stronger recent return [2][3] Cost & Size Comparison - VBR has an expense ratio of 0.07% and an AUM of $59.6 billion, while IWN has an expense ratio of 0.24% and an AUM of $11.8 billion [4] - The 1-year return for VBR is 8.22% compared to IWN's 12.77%, and VBR offers a dividend yield of 2.0% versus IWN's 1.6% [4][5] Performance & Risk Comparison - Over the past five years, VBR experienced a maximum drawdown of -24.19%, while IWN had a drawdown of -26.71% [6] - The growth of $1,000 invested over five years would result in $1,502 for VBR and $1,396 for IWN [6] Portfolio Composition - IWN tracks an index with 1,423 holdings, primarily in Financial Services (26%), Industrials (13%), and Health Care (11%), with no single stock heavily influencing returns [7] - VBR holds 840 stocks, focusing on Industrials (22%), Financial Services (20%), and Consumer Discretionary (14%), with its largest holdings making up less than 1% of assets [8] Sector Focus - IWN has a heavier tilt toward financials, while VBR leans more towards industrials, indicating different sector exposures for investors [9]

Core Insights - The Vanguard S&P 500 Growth ETF (VOOG) focuses on growth stocks and has outperformed the Vanguard S&P 500 ETF (VOO) over the past year, but VOO offers lower costs, higher dividend yields, and broader market exposure [1][2] Cost and Size Comparison - VOOG has an expense ratio of 0.07% and VOO has a lower expense ratio of 0.03% - The one-year return for VOOG is 19.3% compared to 15.4% for VOO as of December 18, 2025 - VOO has a higher dividend yield of 1.1% versus 0.5% for VOOG - VOOG has assets under management (AUM) of $21.7 billion, while VOO has AUM of $1.5 trillion [3][4] Performance and Risk Comparison - The maximum drawdown over five years for VOOG is (32.73%) compared to (24.52%) for VOO - An investment of $1,000 in VOOG would grow to $1,920 over five years, while the same investment in VOO would grow to $1,826 [5] Portfolio Composition - VOO holds 505 stocks with a sector mix of 37% technology, 12% financial services, and 11% consumer cyclical, with top holdings including NVIDIA (7.38%), Apple (7.08%), and Microsoft (6.25%) [6] - VOOG concentrates 58% in technology, 12% in consumer cyclicals, and 10% in financial services, with top holdings being NVIDIA (13.53%), Apple (5.96%), and Microsoft (5.96%), resulting in a more concentrated portfolio of 212 holdings [7] Investor Implications - VOO is suitable for investors seeking stability through broader diversification and lower maximum drawdown [8] - VOOG is aimed at investors willing to accept higher risk for greater growth potential, albeit with a higher expense ratio and lower dividend yield [9][10]

Core Insights - The iShares SP Mid-Cap 400 Value ETF (IJJ) and Vanguard Small-Cap Value ETF (VBR) are both value-oriented ETFs targeting U.S. stocks trading below their estimated worth, but they differ in their focus on mid-cap versus small-cap companies [2][8] Cost and Size Comparison - IJJ has an expense ratio of 0.18% and assets under management (AUM) of $8.0 billion, while VBR has a lower expense ratio of 0.07% and significantly larger AUM of $59.6 billion [3][4][9] - VBR offers nearly triple the number of holdings compared to IJJ, with 840 stocks versus IJJ's 309 [3][6] Performance and Risk Metrics - Over the past year, IJJ returned 7.6% while VBR returned 8.06% [3] - The maximum drawdown over five years for IJJ is -22.68%, compared to VBR's -24.19% [5] Portfolio Composition - VBR's largest sector exposures are in industrials (19%), financial services (18%), and consumer cyclicals (13%), indicating broad diversification [6] - IJJ focuses more on mid-cap value stocks, with significant weights in financial services (19%), industrials (15%), and consumer cyclicals (12%) [7] Investment Implications - Cost-conscious value investors may prefer VBR due to its lower fees and broader small-cap exposure, while those seeking a smoother investment experience might opt for IJJ's mid-cap focus, accepting higher costs for potentially reduced volatility [10][11]

Key Points VCLT charges a lower expense ratio and offers a higher dividend yield than LQD VCLT’s long-duration bond focus means greater risk and deeper drawdowns compared to LQD LQD holds a much broader set of bonds, while VCLT tilts toward financial and healthcare sectors These 10 stocks could mint the next wave of millionaires › Vanguard Long-Term Corporate Bond ETF (VCLT) looks more affordable and offers a higher payout than iShares iBoxx Investment Grade Corporate Bond ETF (LQD), but comes w ...

Core Insights - The Xtrackers Russell US Multifactor ETF (DEUS) is a passively managed ETF launched on November 24, 2015, with assets exceeding $215.13 million, targeting the Large Cap Blend segment of the US equity market [1] Group 1: Large Cap Blend Overview - Large cap companies typically have a market capitalization above $10 billion, offering more predictable cash flows and lower volatility compared to mid and small cap companies [2] - Blend ETFs hold a mix of growth and value stocks, as well as stocks exhibiting both characteristics [2] Group 2: Costs and Performance - DEUS has an annual operating expense ratio of 0.17%, making it one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 1.58% [3] - The ETF has gained approximately 11.65% year-to-date and is up about 10.07% over the past year, with a trading range between $48.13 and $59.15 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Energy sector, with the top three sectors being Energy, Industrials, and Materials [4] - Cardinal Health Inc (CAH) constitutes about 1.7% of total assets, with the top 10 holdings making up approximately 8.96% of total assets under management [5] Group 4: Risk and Alternatives - DEUS aims to match the performance of the Russell 1000 Comprehensive Factor Index, with a beta of 0.93 and a standard deviation of 13.41% over the trailing three years, indicating medium risk [6][7] - Alternatives to DEUS include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), both tracking similar indices, with assets of $781.00 billion and $832.01 billion respectively, and expense ratios of 0.03% [9]