上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 1月5日早盘，市场高开高走。时隔34个交易日，上证指数盘中重回4000点。截至收盘，沪指涨 1.07%，深成指涨1.87%，创业板指涨2.15%。 板块来看，脑机接口概念爆发，商业航天概念反复活跃，保险板块走强；下跌方面，海南自贸概念集 体大跌，海南发展跌停。 全市场超4000只个股上涨，其中98只个股涨停。沪深两市半日成交额1.64万亿元，较上个交易日放 量3238亿。 想过会有新年开门红，但没想到能这么红！ 今天（1月5日），A股跳空高开，成交放量。 沪指 于10:19:45触及4004.04点， 时隔34个交易日重回 4000点关口。截至上午收盘，报4011.45点。 如此强势表现，也让沪指12连阳的新纪录几乎"板上钉钉 " 。 尽管本文完稿于午间，沪指能否收盘站上4000点尚有一些不确定性。 但即便午后有回落， 市场向好的趋 势——或者说"慢牛"，始终没有动摇。 数据显示，同类规模最大的A500ETF华泰柏瑞，早盘创出历史新高，成交额超110亿元。 | 名称 | 涨跌幅 | 成交额( | 年初至今 | | -- ...

Core Viewpoint - The Vanguard High Dividend Yield ETF (VYM) offers broader diversification, higher recent returns, and a lower expense ratio compared to the ProShares - S&P 500 Dividend Aristocrats ETF (NOBL), which has a more concentrated sector mix and focuses on companies with long dividend growth histories [1][2]. Cost & Size Comparison - VYM has an expense ratio of 0.06%, significantly lower than NOBL's 0.35% - The one-year return for VYM is 12.2%, while NOBL's is 4.3% - VYM has a dividend yield of 2.4%, compared to NOBL's 2.1% - VYM's assets under management (AUM) stand at $84.5 billion, while NOBL's AUM is $11.2 billion [3][4]. Performance & Risk Comparison - Over five years, NOBL experienced a maximum drawdown of 17.92%, while VYM had a lower maximum drawdown of 15.83% - An investment of $1,000 would grow to $1,601 in VYM compared to $1,327 in NOBL over the same period [5]. Portfolio Composition - VYM holds 589 stocks with major sector exposures in financial services (21%), technology (18%), and healthcare (13%) - Top positions in VYM include Broadcom Inc., JPMorgan Chase & Co., and Exxon Mobil Corp. [6]. - NOBL consists of 70 stocks, primarily concentrated in consumer defensive (23%), industrials (21%), and financial services (13%) - Key holdings in NOBL include Albemarle Corp., Cardinal Health Inc., and C.H. Robinson Worldwide Inc. [7][8]. Investment Implications - VYM's diverse portfolio allows it to better withstand downturns in specific sectors, benefiting from its inclusion of technology stocks - NOBL's focus on companies with a history of increasing dividends results in a smaller, more concentrated portfolio, which may limit diversification [9][10].

Core Insights - The Schwab U.S. Broad Market ETF (SCHB) and iShares Core S&P Total U.S. Stock Market ETF (ITOT) are both low-cost, ultra-diversified U.S. equity ETFs with nearly identical performance metrics and sector allocations, but ITOT has a larger asset base and higher trading volume [2][4][8] Cost and Size - Both SCHB and ITOT have an expense ratio of 0.03% and a dividend yield of 1.1%, making them comparable in terms of fees and payouts [5] - As of late 2025, SCHB has $38.3 billion in assets under management (AUM), while ITOT has $80.4 billion, indicating ITOT's larger market presence [4][8] Performance and Risk Comparison - Over a five-year period, both ETFs experienced a maximum drawdown of -25.36%, demonstrating similar risk profiles [6] - A $1,000 investment in SCHB would have grown to $1,758, while the same investment in ITOT would have grown to $1,752, reflecting nearly identical performance [6] Portfolio Composition - ITOT holds 2,498 stocks, with sector allocations of 33% in technology, 13% in financial services, and 10% in consumer cyclical, featuring top positions in Nvidia (6.91%), Apple (6.03%), and Microsoft (5.41%) [7] - SCHB has 2,408 holdings with similar sector allocations: 34% in technology, 13% in financial services, and 10% in consumer cyclical, with comparable top positions in Nvidia, Apple, and Microsoft [8]

Core Viewpoint - The comparison between iShares Core High Dividend ETF (HDV) and Vanguard High Dividend Yield ETF (VYM) highlights their differing approaches to dividend investing, with HDV focusing on defensive sectors and higher yields, while VYM offers broader diversification and lower costs [5][6]. Group 1: Fund Characteristics - HDV consists of 74 stocks with a sector focus on consumer defensive (28%), energy (24%), and healthcare (17%), featuring major positions in Exxon Mobil Corp., Johnson & Johnson, and Chevron Corp. [1] - VYM tracks a high-dividend index with 589 holdings, emphasizing financial services (21%), technology (18%), and healthcare (13%), with significant investments in Broadcom, JPMorgan Chase, and Exxon Mobil Corp. [2] - HDV has a higher dividend yield compared to VYM, but its higher expense ratio may reduce net income for investors [3][7]. Group 2: Performance and Risk - HDV is characterized by lower volatility and a lower maximum drawdown, making it suitable for risk-averse investors [7]. - VYM's larger number of holdings provides greater diversification, which can mitigate risks associated with downturns in specific sectors [8]. - VYM has a larger asset under management (AUM) of $84.5 billion, enhancing its liquidity compared to HDV [8]. Group 3: Investor Preferences - VYM is recommended for investors prioritizing diversification, lower costs, and stronger total returns over high dividend yields [9]. - HDV is more appealing to those who prioritize receiving the highest dividend yield with reduced volatility [9].

24/7 Wall St. Quick Read CGGR holds over 57% in tech and growth sectors with a 0.11% dividend yield that generated just $550 annually on $500K invested. The fund’s 2025 distribution of $0.04 fell 65% from 2024’s $0.12. CGGR returned 20.9% year-to-date in 2025 but lacks defensive positioning with under 2% in Consumer Staples and under 1% in Utilities. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. ...

Core Insights - The ALPS Sector Dividend Dogs ETF (SDOG) has completed its annual rebalance, refreshing 28% of its portfolio by replacing 14 stocks with 14 new ones [1][2]. Group 1: Portfolio Changes - The fund removed holdings such as Exxon Mobil Corp. (XOM), McDonald's Corp. (MCD), and Philip Morris International Inc. (PM), while adding Starbucks Corp. (SBUX), Target Corp. (TGT), and ConocoPhillips (COP) [1][3]. - In the energy sector, Exxon was removed, and ConocoPhillips and EOG Resources Inc. (EOG) were added [3]. - Consumer spending stocks saw a rotation, with McDonald's and Philip Morris exiting and Starbucks and Target entering the portfolio [3]. Group 2: Sector Adjustments - Technology holdings shifted, with the removal of International Business Machines Corp. (IBM), Cisco Systems Inc. (CSCO), Seagate Technology Holdings (STX), and Skyworks Solutions Inc. (SWKS). New additions included Texas Instruments Inc. (TXN), Accenture (ACN), Hewlett Packard Enterprise Co. (HPE), and Microchip Technology Inc. (MCHP) [4]. - In consumer staples, Archer-Daniels-Midland Co. (ADM) was removed while Kenvue Inc. (KVUE) was added [5]. - The fund also saw changes in the industrial sector, with Southwest Airlines Co. (LUV) and Stanley Black & Decker Inc. (SWK) exiting, and Snap-On Inc. (SNA) and Watsco Inc. (WSO) entering [5]. Group 3: Fund Performance - The fund has returned 11.11% over the past year and charges a 0.36% expense ratio [5].

Morgan Stanley and Wells Fargo analysts see the index rising to $7,800, while other companies like RBC Capital Markets, Evercore, Yardeni Research, FundStrat, and Goldman Sachs believe that the index will continue rising to over $7,500. Wall St Engine @wallstengine ·Follow Wall Street 2026 Year End Target For S&P 500 Oppenheimer: 8,100 Deutsche Bank: 8,000 Capital Economics: 8,000 Morgan Stanley: 7,800 Wells Fargo: 7,800 RBC Capital Markets: 7,750 Evercore ISI: 7,750 Yardeni Research: 7,700 Fundstrat: 7,700 ...

24/7 Wall St. Quick Read CQQQ returned +34.92% YTD 2025 and outperformed the S&P 500 by 18.57 percentage points. The ETF fell 32.68% over 5 years due to regulatory risks and geopolitical volatility. Top holdings like PDD trade at low valuations (P/E of 11.57) but offer negligible dividend income. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. China tech stocks spent much of 2024 and early 2025 u ...

Key Points VTI covers the entire U.S. stock market with a strong tilt toward technology, while VTV focuses on large-cap value stocks led by financials and healthcare. VTI delivered higher one-year and five-year returns, but it experienced a steeper drawdown than VTV. Both funds are extremely low-cost, but VTV offers nearly double the dividend yield compared to VTI. These 10 stocks could mint the next wave of millionaires › The Vanguard Total Stock Market ETF (NYSEMKT:VTI) and the Vanguard Value ...

The iShares Core High Dividend ETF, meanwhile, has a slightly more concentrated portfolio of 74 stocks, with notable sector tilts toward consumer defensive, energy, and healthcare. Its top positions as of Dec. 30 were Exxon Mobil (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Chevron (NYSE:CVX), and Abbvie (NYSE:ABBV), giving it a heavier energy and healthcare bias at the top. Both funds avoid leverage, hedging, or ESG overlays, keeping their strategies straightforward and focused on dividend strength.The Schwab ...