Though it's far from a new approach, many exchange-traded funds (ETFs) aiming to provide exposure to the much-hyped artificial intelligence (AI) space tend to lean fairly heavily on a small number of big names. NVIDIA Corp. NASDAQ: NVDA, for example, is the single largest holding of the popular Global X Robotics & Artificial Intelligence ETF NASDAQ: BOTZ fund, representing nearly 12% of the entire portfolio. Even among broad-based tech ETFs like the iShares U.S. Technology ETF NYSEARCA: IYW, a company like ...

Core Viewpoint - Global gold ETFs experienced inflows of $3.2 billion in July, indicating strong interest in the gold market, particularly in gold-backed exchange-traded funds, which are on track for their second-strongest year on record [1] Group 1: Market Trends - The gold market has seen unprecedented interest due to factors such as tariffs and inflation, leading to record highs for the precious metal [1] - Gold is traditionally viewed as a safe-haven investment, attracting capital during periods of uncertainty and volatility [2] - The growth in gold investments is primarily driven by U.S. investors, with significant inflows also coming from Asia [3] Group 2: Investment Dynamics - The gold trade continues to gain momentum across various forms, including physical gold, mining stocks, and ETFs, despite some recent tariff concerns that were alleviated [4] - Inflows into gold ETFs have been described as "staggering" compared to previous years, yet investors are less hedged in relation to the equity market than a decade ago, suggesting potential for further allocation into gold ETFs [5] - Gold-focused ETFs represent a smaller segment of the overall gold trade, but the demand for physical gold ownership is also increasing globally [6] Group 3: Comparative Analysis - U.S. bitcoin ETFs account for about 7% of the total market capitalization of bitcoin, while gold ETFs make up less than 1%, indicating room for growth in gold ETFs [7] - Gold ETFs are considered effective vehicles for tracking the spot price of gold and serve as a great allocation option for investors [7]

The NEOS NASDAQ - 100( R ) High Income ETF ( QQQI ) is one of my favorite ETFs to buy right now. Combining monthly dividends, big tech exposure, tax efficient returns, and an actively managed options strategy that returns high yields andAnalyst’s Disclosure:I/we have a beneficial long position in the shares of QQQI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha ...

Core Viewpoint - The article focuses on analyzing the Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA: SCHR), which is designed to provide a straightforward method for capturing returns in the U.S. Treasury market [1]. Group 1 - The Schwab Intermediate-Term U.S. Treasury ETF is managed by Charles Schwab's investment firm [1]. - This investment vehicle aims to simplify the process of investing in U.S. Treasury securities, making it accessible for investors seeking stable returns [1]. - The article does not provide specific performance metrics or historical data regarding the ETF's returns [1].

Core Viewpoint - The Vanguard Small-Cap Growth ETF (VBK) is a leading investment vehicle for exposure to the Small Cap Growth segment of the US equity market, with significant assets and low operating costs [1][4]. Group 1: Fund Overview - VBK was launched on January 26, 2004, and is passively managed, designed to provide broad exposure to small-cap growth stocks [1]. - The fund has amassed over $19.88 billion in assets, making it the largest ETF in its category [1]. - The ETF has an annual operating expense ratio of 0.07%, positioning it as one of the least expensive options available [4]. Group 2: Investment Potential - Small-cap companies, defined as those with market capitalizations below $2 billion, present high potential for growth but also come with increased risk [2]. - Growth stocks typically exhibit higher sales and earnings growth rates compared to the broader market, although they carry higher valuations and volatility [3]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising approximately 22.2% of the portfolio, followed by Information Technology and Healthcare [5]. - Individual holdings include Slcmt1142 at about 2% of total assets, with Liberty Media Corp-Liberty Formula One (FWONK) and Natera Inc (NTRA) also among the top holdings [6]. Group 4: Performance Metrics - VBK aims to match the performance of the CRSP U.S. Small Cap Growth Index, which tracks small-cap growth stocks [7]. - The ETF has gained approximately 3.74% year-to-date and 16.6% over the past year, with a trading range between $219.76 and $304.19 in the last 52 weeks [7]. - It has a beta of 1.13 and a standard deviation of 22.39% over the trailing three-year period, indicating medium risk [8]. Group 5: Alternatives and Market Position - VBK holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking small-cap growth exposure [9]. - Other alternatives in the market include the iShares S&P Small-Cap 600 Growth ETF (IJT) and the iShares Russell 2000 Growth ETF (IWO), with assets of $6.30 billion and $12.28 billion respectively [10]. Group 6: Conclusion - Passively managed ETFs like VBK are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

The high concentration of one tech ETF brings on more risk than the other ETF.The tech sector has had a roller coaster of a year. The tech-heavy Nasdaq Composite, one of the U.S. stock market's three main indexes, lost 20% of its value from the start of the year through April 8. Since then, it has surged over 37% (as of Aug. 5).Despite the volatility, the tech sector is still poised to produce great long-term gains. If you're interested in adding tech stocks to your portfolio, I recommend considering a tech ...

Core Insights - The Vanguard S&P 500 ETF has a strong historical performance, with the S&P 500 index never producing a negative total return over any 20-year period [1][12] - The ETF aims to mirror the performance of the S&P 500 index, which has shown an annualized return of 8.58% over the past 20 years [8][10] - The Vanguard S&P 500 ETF has a lower expense ratio compared to other similar ETFs, which can significantly impact long-term investment returns [16][17] Performance Metrics - The S&P 500 index increased from a closing value of 1,223.13 to 6,340 over the trailing 20-year period, resulting in an annualized return of 8.58% [8] - An initial investment of $100,000 with monthly contributions of $800 could yield over $1,000,000 in 20 years at the same annualized return rate [9] - Historical data shows that all 106 rolling 20-year periods of the S&P 500 produced positive total returns, regardless of market conditions [11][12] Comparison with Other ETFs - The Vanguard S&P 500 ETF has a net expense ratio of 0.03%, significantly lower than the SPDR S&P 500 ETF Trust's 0.09% [16] - The lower expense ratio of the Vanguard ETF can lead to substantial savings over long investment horizons, especially for larger investments [17] - The Vanguard S&P 500 ETF is positioned as a reliable option for investors looking to build wealth over time, compared to other index funds [14][15]

Core Insights - The Inspire International ETF (WWJD) is a smart beta ETF launched on September 30, 2019, designed to provide broad exposure to the World ETFs category [1] Fund Overview - The fund is sponsored by Inspire and has accumulated over $367.49 million in assets, positioning it as one of the larger ETFs in the World ETFs category [5] - The ETF aims to match the performance of the INSPIRE INTERNATIONAL INDEX, which selects foreign equity securities from large capitalization foreign and emerging market companies with an Inspire Impact Score of zero or higher [5] Cost Structure - The annual operating expenses for the ETF are 0.66%, which is comparable to most peer products in the space [6] - The 12-month trailing dividend yield is reported at 2.61% [6] Holdings and Sector Exposure - Kion Group Ag (KGX) constitutes approximately 0.56% of the fund's total assets, followed by Delta Elec-nvdr (DELTA-R) and Delek Group Ltd (DLEKG) [7] - The top 10 holdings account for about 5.42% of WWJD's total assets under management [8] Performance Metrics - The ETF has increased by roughly 18.3% and is up approximately 13.63% year-to-date as of August 1, 2025 [9] - The trading range over the last 52 weeks has been between $27.43 and $35.35 [9] - The ETF has a beta of 0.90 and a standard deviation of 16.40% for the trailing three-year period, indicating effective diversification of company-specific risk with about 213 holdings [10] Alternatives - The Inspire International ETF may not be suitable for investors looking to outperform the World ETFs segment, with alternatives such as Vanguard ESG U.S. Stock ETF (ESGV) and iShares ESG Aware MSCI USA ETF (ESGU) available [11][12] - ESGV has $10.9 billion in assets and an expense ratio of 0.09%, while ESGU has $14.01 billion in assets with an expense ratio of 0.15% [12]

Group 1 - A significant increase in covered call ETFs has been observed in the market over the past few years, with funds employing various strategies to attract investor interest [1] - Some funds are now offering weekly dividends to meet the demand for cash flow from investors [1] - The strategy of value dividend investing is highlighted as an effective method for acquiring quality companies at favorable prices while generating cash flow without liquidating stock positions [1] Group 2 - The article emphasizes the importance of building a portfolio of dividend growth stocks to achieve financial independence through dividend income [1]

Core Insights - The iShares Morningstar Growth ETF (ILCG) was launched on June 28, 2004, by BlackRock, Inc. and is managed by BlackRock Fund Advisor [1] - The ETF provides exposure to U.S. large-cap growth stocks and has an expense ratio of approximately 0.04% [1] - The fund currently manages about $2.8 billion in assets [1]