Portfolio size, cost, and risk profiles could be selling points for investors seeking a growth-focused fund.Both the Vanguard Growth ETF (VUG +0.59%) and the iShares Russell Top 200 Growth ETF (IWY +0.55%) aim to give investors exposure to large-cap U.S. growth stocks, but they do so by tracking different indexes and using distinct portfolio construction methods. This analysis examines their cost structures, recent performance, risk profiles, and portfolio characteristics to help investors weigh which fund ...

Explore how differences in cost, holdings, and risk profiles set these two popular growth ETFs apart for investors.The Vanguard Mega Cap Growth ETF (MGK +0.60%) and the Schwab U.S. Large-Cap Growth ETF (SCHG +0.52%) both offer convenient, low-cost exposure to U.S. large-cap growth stocks, but their approaches differ: MGK is more concentrated in a handful of mega-cap names, while SCHG spreads its bets more widely. This comparison looks at their costs, returns, risk, and portfolio construction to help investo ...

Core Insights - Benjamin Edwards Inc. reduced its stake in Invesco BulletShares 2025 Corporate Bond ETF by 67.8% in Q3, owning 178,544 shares after selling 375,958 shares, valued at approximately $3,694,000 [2] - Several institutional investors made significant changes to their positions in the ETF, with Invesco Ltd. increasing its stake by 15.9%, Laurel Wealth Advisors LLC by 1,717.9%, and Captrust Financial Advisors by 3.0% during Q2 [3] - The ETF's stock price opened at $20.68, with a 50-day and 200-day simple moving average of $20.69, and a one-year low of $20.63 and high of $20.76 [4] Dividend Information - The Invesco BulletShares 2025 Corporate Bond ETF announced a monthly dividend of $0.0287, resulting in an annualized yield of 1.7%, with the ex-dividend date on December 15 [5][6] Company Profile - The Invesco BulletShares 2025 Corporate Bond ETF primarily invests in investment-grade fixed income and tracks an index of corporate bonds maturing in 2025, set to unwind in December 2025 [7]

Benjamin Edwards Inc. lifted its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 23.9% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,852 shares of the exchange traded fund’s stock after buying an additional 2,863 shares during the quarter. Benjamin Edwards Inc.’s holdings in iShares Russell 2000 ETF were worth $3,594,000 at the end of the most recent quarter. Get iShares Russell 2000 ETF alerts: ...

Core Viewpoint - Benjamin Edwards Inc. has reduced its holdings in First Trust Enhanced Short Maturity ETF by 30.8% in Q3, indicating a significant divestment from the fund [1] Group 1: Institutional Holdings - Benjamin Edwards Inc. sold 26,472 shares, leaving it with 59,521 shares, representing 0.06% ownership valued at $3,566,000 [1] - Newbridge Financial Services Group Inc. increased its position by 1,566.7% in Q2, now owning 450 shares valued at $27,000 after acquiring 423 additional shares [2] - EverSource Wealth Advisors LLC raised its position by 148,300.0% in Q2, now holding 2,968 shares worth $178,000 after acquiring 2,966 shares [2] - CX Institutional and Encompass Wealth Advisors LLC also made new acquisitions in Q3, valued at approximately $35,000 and $200,000 respectively [2] Group 2: Price Performance - The First Trust Enhanced Short Maturity ETF opened at $59.98, with a fifty-day moving average of $59.98 and a two-hundred-day moving average of $59.99 [3] - The ETF has a fifty-two week low of $59.69 and a high of $60.14, indicating a relatively stable price range [3] Group 3: Dividend Information - The ETF declared a monthly dividend of $0.20, with an annualized dividend yield of 4.0% [4][5] - The ex-dividend date was December 29, with payments made to stockholders of record on that date [4][5] Group 4: Company Profile - First Trust Enhanced Short Maturity ETF is based on the Bloomberg U.S. Short Treasury Bond index and targets fixed income securities with maturities of less than three years [6] - The fund was launched on August 5, 2014, and is actively managed by First Trust [6]

Benjamin Edwards Inc. increased its stake in Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM – Free Report) by 117.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 125,791 shares of the company’s stock after buying an additional 67,992 shares during the period. Benjamin Edwards Inc. owned 0.38% of Capital Group Short Duration Municipal Income ETF worth $3,316,000 at the en ...

Joyseulay / Shutterstock.com Quick Read VOO drew a record $143B in 2025 inflows and returned 85.94% over three years. VIG holds over 300 dividend growth stocks with 9% annual payout growth over five years. QQQM allocates 63% to technology and offers lower expense ratios than QQQ for long-term holders. Amazon Prime members: Do not miss this bonus When it comes to investing, there’s no right time and no right age to get started. Whether you’d put money in a few stocks a decade ago or are lookin ...

Top 10 Creations (All ETFs) Top 10 Redemptions (All ETFs) ETF Daily Flows By Asset Class   Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -4.31 113,105.17 0.00% Asset Allocation 35.62 33,342.91 0.11% Commodities E T Fs 368.47 346,662.92 0.11% Currency -373.13 149,510.15 -0.25% International Equity 1,323.89 2,323,415.16 0.06% International Fixed Income 265.92 374,044.87 0.07% Inverse 12.64 12,161.32 0.10% Leveraged -164.29 ...

When you’re looking for investing strategies for 2026, it’s important not to overlook exchange-traded funds (ETFs). While ETFs may lack the dramatic growth stories of high-flying stocks like Alphabet (GOOG) (GOOGL) or Nvidia (NVDA), these types of investments are the best ways to add instant diversification to your portfolio—and often at a low price. Currently, there are more than 14,000 ETFs from which to choose, meaning you can buy an index fund that tracks the total market, or you can find thematic ET ...

Core Viewpoint - The Innovation Equity Premium Income ETF (NYSEARCA: FEPI) offers a 25% annual distribution primarily from technology stocks that typically do not provide dividends [1] Group 1 - The ETF focuses on generating income through investments in tech stocks, which are known for low or no dividend payouts [1] - The annual distribution rate of 25% indicates a high yield compared to traditional dividend-paying stocks [1] - This investment strategy may appeal to income-seeking investors looking for exposure to the technology sector [1]