The S&P 500 has risen about 11% year to date and nearly 30% since rebounding in early April. After advancing 4.2% in August, the index has extended its momentum into September, making it a rewarding time to bet on growth-oriented funds.Resilient earnings, a supportive macro backdrop and Fed Chair Powell’s signal of potential rate cuts starting in September paint an optimistic picture for the U.S. economy, easing concerns about its overall health.Over the past year, the S&P 500 Growth Index has delivered a s ...

For investors seeking momentum, iShares Silver Trust (SLV) is probably on the radar. The fund just hit a 52-week high and is up 48.97% from its 52-week low price of $25.27/share.But are there more gains in store for this ETF? Let’s take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed:SLV in FocusThis ETF is designed to track the spot price of silver bullion. The product charges 50 bps in annual fees (See: All Precious Metals ETFs).Why the Move?Silver ...

Top Performing Leveraged/Inverse ETFs Last WeekThese were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework.1. CEFZ – RiverNorth Active Income ETFCEFZ, which invests in various global assets to generate long-term growth and income, again tops the list for the fourth consecutive week with gains of ~56%. The CEFZ ETF has experienced an upward trend recently. A shift from a mutual fund to an ETF status is positiv ...

September is historically the worst month of the year for U.S. stocks. The S&P 500 has retreated 56% of the time in September, by an average of 1.17%, per Bank of America’s Paul Ciana, who cited data dating back to 1927, as quoted on Bloomberg.Note that terrifying financial events, such as the start of the Great Depression in 1929 or the fall of Lehman Brothers in 2008, all crept up in the month of September.However, this September could be different due to the chances of a Fed rate cut in the United States ...

Group 1 - The SPDR S&P Aerospace & Defense ETF (NYSEARCA: XAR) provides exposure to 38 U.S. Aerospace & Defense stocks, following a modified equal weighting scheme to address diversification issues common to its peers [1] - The ETF is part of a comprehensive database that tracks the performance and fundamentals of nearly 1,000 U.S. Equity ETFs [1]

Core Viewpoint - The iShares Expanded Tech Sector ETF (IGM) offers broad exposure to the Technology - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and transparency [1][2]. Group 1: ETF Overview - IGM is a passively managed ETF launched on March 13, 2001, with assets exceeding $8.63 billion, making it one of the largest ETFs in its category [1][3]. - The ETF aims to match the performance of the S&P North American Technology Sector Index, which includes North American equities in technology and select equities from communication services and consumer discretionary sectors [3][4]. Group 2: Costs and Performance - The annual operating expenses for IGM are 0.39%, positioning it as a cost-effective option in the ETF space, with a 12-month trailing dividend yield of 0.22% [5]. - The ETF has gained approximately 14.96% year-to-date and 26.17% over the past year, with a trading range between $79.8 and $119.02 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - IGM has a significant allocation of about 76.3% in the Information Technology sector, followed by Telecom [6]. - Nvidia Corp (NVDA) constitutes about 9.8% of total assets, with the top 10 holdings accounting for approximately 58.28% of total assets under management [7]. Group 4: Risk and Alternatives - The ETF has a beta of 1.27 and a standard deviation of 24.75% over the trailing three-year period, indicating a medium risk profile [8]. - IGM holds a Zacks ETF Rank of 2 (Buy), suggesting it is a favorable option for investors seeking exposure to the Technology ETFs segment [9].

Core Insights - The article emphasizes the importance of creating engaging and educational financial content for various audiences, particularly focusing on thematic investing and market events [1] Group 1: Content Creation - The company specializes in producing written content in multiple formats, including articles, blogs, and social media, aimed at financial advisors and investment firms [1] - There is a strong focus on making financial data accessible and relevant, utilizing empirical data to support narratives [1] - The use of charts and visual tools is highlighted as a method to simplify complex financial information and engage readers [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1] - There is an emphasis on understanding macro drivers that influence market conditions and investment opportunities [1] - The content aims to relate to everyday investors, providing insights that are both educational and compelling [1]

Group 1 - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and 'Dividend Champions' that target premium dividend yields up to 10% [1] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service that offers sustainable portfolio income, diversification, and inflation hedging [2] - The historical context of the California gold rush illustrates the potential for wealth generation through supply provision, relevant to current investment strategies in income-generating assets [3]

Core Insights - The Vanguard S&P Mid-Cap 400 ETF (IVOO) is designed to provide broad exposure to the Mid Cap Blend segment of the US equity market, launched on September 9, 2010, with assets over $2.78 billion [1] - Mid cap companies, with market capitalizations between $2 billion and $10 billion, offer a balance of growth potential and stability, making them attractive for investors [2] - The ETF has an annual operating expense ratio of 0.07% and a 12-month trailing dividend yield of 1.33%, positioning it as a cost-effective investment option [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 23.8% of the portfolio, followed by Financials and Consumer Discretionary [4] - Interactive Brokers Group Inc (IBKR) is the largest individual holding at approximately 0.96% of total assets, with the top 10 holdings accounting for about 5.36% of total assets under management [5] Performance Metrics - IVOO aims to match the performance of the S&P MidCap 400 Index, which consists of 400 domestic common stocks, and has increased by roughly 5.24% year-to-date and 7.54% over the past year as of September 1, 2025 [6] - The ETF has a beta of 1.05 and a standard deviation of 19.41% over the trailing three-year period, indicating a medium risk profile [7] Alternatives and Market Position - IVOO holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the Vanguard Mid-Cap ETF (VO) with $87.41 billion in assets and an expense ratio of 0.04%, and the iShares Core S&P Mid-Cap ETF (IJH) with $99.70 billion in assets and an expense ratio of 0.05% [9] Investment Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]

Core Insights - The ProShares S&P 500 Ex-Technology ETF (SPXT) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, launched on September 22, 2015, with assets over $214.90 million [1] - Large cap companies typically have a market capitalization above $10 billion, offering stability and more reliable cash flows compared to mid and small cap companies [2] - The ETF has an annual operating expense ratio of 0.09%, making it one of the least expensive options in its category, with a 12-month trailing dividend yield of 1.24% [3] Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.9% of the portfolio, followed by Consumer Discretionary and Telecom [4] - Amazon.com Inc (AMZN) represents approximately 5.89% of total assets, with the top 10 holdings accounting for about 26.96% of total assets under management [5] Performance Metrics - SPXT aims to match the performance of the S&P 500 Ex-Information Technology & Telecommunication Services Index, excluding companies in the information technology sector [6] - The ETF has gained roughly 8.88% year-to-date and 13.44% over the past year, with a trading range between $81.62 and $99.47 in the last 52 weeks [7] - With a beta of 0.91 and a standard deviation of 14.44% over the trailing three-year period, it is categorized as a medium risk investment [7] Alternatives and Market Position - SPXT holds a Zacks ETF Rank of 2 (Buy), indicating strong expected performance based on various factors [8] - Other comparable ETFs include the iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO), with assets of $660.96 billion and $725.27 billion respectively, both having an expense ratio of 0.03% [9] Industry Trends - Passively managed ETFs are gaining popularity among both institutional and retail investors due to their low cost, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]