ETF investors are entering the new year with confidence, but not without caution. • Vanguard S&P 500 ETF stock is challenging resistance. What’s behind VOO new highs?U.S.-listed ETFs pulled in $42.8 billion during the holiday-shortened week ending Jan. 2, according to FactSet, cited by Etf.com, with the bulk of those inflows reflecting momentum from a record-setting close to 2025. A closer look at asset-class flows shows investors leaning risk-on, while quietly stepping away from leverage, macro trades and ...

Key Points Despite the market being near all-time highs, investors shouldn't delay starting to invest. Growth and tech stocks have helped lead the market for much of the past decade. The Invesco QQQ Trust is one of the best ETFs to invest in AI and other growth trends. 10 stocks we like better than Invesco QQQ Trust › While the market is trading near all-time highs, that is no reason to delay starting to invest. In fact, waiting for a pullback can be one of the biggest traps that investors can f ...

Core Insights - Invesco (IVZ) stock has shown remarkable performance in 2025, with a 53.5% increase, significantly outperforming the S&P 500 index's growth of 20.1% and the asset management industry's decline of 10.9% [1][8] - Compared to peers, Invesco has outperformed T. Rowe Price (TROW), which saw a 7.6% decline, and Franklin Resources (BEN), which gained 20.2% [2][8] Performance Metrics - Invesco's total assets under management (AUM) have experienced a compound annual growth rate (CAGR) of 8.5% over the past five years, despite a decline in 2022 [5][8] - As of September 30, 2025, passive products made up 47.4% of Invesco's total AUM, reflecting the company's strategic focus on this growing segment [6][8] Strategic Initiatives - In April 2025, Invesco partnered with MassMutual's subsidiary, Barings, to enhance its private credit offerings [9] - The company is seeking shareholder approval to convert the Invesco QQQ Trust from a unit investment trust (UIT) to an open-end ETF, which is expected to improve operational efficiencies and revenue generation [10] Operational Efficiency - Invesco has achieved $200 million in annualized net savings from the OppenheimerFunds acquisition, exceeding its cost synergy targets [11] - The company is actively managing its expenses, with adjusted operating expenses declining by 2.2% in 2024 [12] Global Presence - As of September 30, 2025, 31% of Invesco's client AUM was from outside the United States, bolstered by acquisitions and joint ventures aimed at expanding its global footprint [13][14] Financial Health - Invesco's total debt stood at $9.94 billion as of September 30, 2025, with cash and cash equivalents at $973.1 million, indicating a significant debt load [15] - The company has consistently raised its quarterly dividends, with a recent increase of 2.4% to 21 cents per share, reflecting a dividend payout ratio of 44% [16] Earnings Outlook - Analysts have revised the earnings estimates for Invesco upward, projecting a 13.5% year-over-year growth for 2025, with an estimated earnings per share of $1.94 [20] - The stock is currently trading at a forward P/E ratio of 10.31X, below the industry average of 14.91X, suggesting it is relatively undervalued [21] Conclusion - Invesco's strategic initiatives, strong global presence, and improving operational efficiency are expected to support its financial performance [24] - However, challenges such as muted top-line growth and significant intangible assets remain concerns for investors [24]

Mexican financial assets are closing out one of their strongest years in decades, stunning global investors and decisively outperforming Wall Street benchmarks. A synchronized rally in equities and the Mexican peso has erased early fears that renewed U.S. protectionist rhetoric under President Donald Trump would derail Mexico's markets. Instead, 2025 has turned into a historic year for Mexican assets.Mexico's Market Rally Leaves Wall Street In The DustThe iShares Mexico ETF (NYSE:EWW) surged more than 50% y ...

Key Points The Invesco QQQ Trust provides much more concentration than an S&P 500 ETF. In the last decade, this ETF has produced a phenomenal 19% annualized gain. Investors have some levers they can pull to boost their potential returns. 10 stocks we like better than Invesco QQQ Trust › Investors don't always need to select individual stocks in order to take advantage of the market's compounding magic. This is where exchange-traded funds (ETFs) come into the picture. There are thousands of these i ...

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Core Insights - Investing in low-cost, diversified ETFs can help individuals achieve financial independence and retirement goals [1][2] - A disciplined approach to investing, including managing market volatility and making informed choices, is essential for long-term success [1] ETF Recommendations - **Vanguard Total Stock Market ETF (VTI)**: Offers exposure to the entire U.S. stock market with over 3,500 stocks and an expense ratio of 0.03%, making it a cost-effective choice for investors [5][6] - **Vanguard Dividend Appreciation ETF (VIG)**: Focuses on companies with a history of increasing dividends for at least 10 consecutive years, providing a balance of income and growth potential with a current dividend yield of 1.6% [7][8] - **Invesco QQQ Trust (QQQ)**: Mirrors the Nasdaq-100 index, primarily investing in large non-financial companies, with a significant portion in technology stocks, making it a suitable option for those seeking tech exposure [9][11]

Core Insights - The article compares two popular ETFs: Invesco QQQ Trust (QQQ) and Vanguard S&P 500 ETF (VOO), highlighting their distinct approaches to portfolio construction and investment goals [1][2]. Cost & Size Comparison - QQQ has an expense ratio of 0.20% and AUM of $403 billion, while VOO has a significantly lower expense ratio of 0.03% and AUM of $1.5 trillion [3]. - VOO offers a higher dividend yield of 1.12% compared to QQQ's 0.46% [3]. Performance & Risk Comparison - Over the past five years, QQQ has experienced a maximum drawdown of -35.12%, while VOO's maximum drawdown was -24.53% [4]. - An investment of $1,000 in QQQ would have grown to $1,959, whereas the same investment in VOO would have grown to $1,819 over five years [4]. Portfolio Composition - VOO aims to replicate the S&P 500 Index with 505 holdings, heavily weighted in technology (37%), financial services (13%), and consumer cyclical (11%) [5]. - QQQ is concentrated in the NASDAQ-100 with 101 holdings, featuring a stronger tilt toward technology (55%) and communication services (17%) [6]. Investment Strategy Implications - VOO's broad-market focus is designed for consistency and stability, making it suitable for risk-averse investors [7][10]. - QQQ targets above-average returns with a focus on growth-oriented stocks, appealing to investors seeking higher total returns despite increased volatility [9][10].

ICM trends cover. Photo by BeInCrypto BlackRock iShares Bitcoin Trust (IBIT) is set to close 2025 as a top-tier force in the US financial landscape. The fund achieved a rare feat in asset management by raising billions of dollars while losing money for its investors. Data compiled by Bloomberg Intelligence confirms that IBIT secured the sixth spot on the US ETF leaderboard by net inflows. Institutional ‘Dip Buying’ Drives $25 Billion into IBIT Despite Negative Returns The fund attracted $25.4 billion i ...

Core Insights - The article compares two popular ETFs, Invesco QQQ Trust (QQQ) and SPDR S&P 500 ETF Trust (SPY), highlighting their differences in cost, returns, and risk profiles [1][6]. Cost & Size Comparison - QQQ has an expense ratio of 0.20% while SPY has a lower expense ratio of 0.09% [2] - As of December 20, 2025, QQQ's one-year return is 18.97% compared to SPY's 15.13% [2] - QQQ offers a dividend yield of 0.46%, whereas SPY provides a higher yield of 1.06% [2] - QQQ has assets under management (AUM) of $403 billion, while SPY has a larger AUM of $701 billion [2] Performance & Risk Comparison - Over the past five years, QQQ experienced a maximum drawdown of -35.12%, while SPY had a lower drawdown of -24.50% [3] - An investment of $1,000 in QQQ would have grown to $1,990 over five years, compared to $1,844 for SPY [3] Portfolio Composition - SPY tracks the S&P 500 Index, holding 503 companies with a significant tilt towards technology (35%), financial services (14%), and consumer discretionary (11%) [4] - QQQ tracks the NASDAQ-100, with a heavier concentration in technology (55%), communication services (17%), and consumer cyclical (13%) [5] - The top three holdings in QQQ (Nvidia, Microsoft, and Apple) account for 25.57% of its total assets, compared to 20.70% for SPY [8] Investment Implications - SPY is suitable for investors seeking broad-market diversification and lower volatility, while QQQ may appeal to those willing to take on more risk for potentially higher returns [6][9] - SPY's higher dividend yield and lower expense ratio make it attractive for income-seeking investors [7] - QQQ's performance is heavily influenced by its top tech holdings, which can lead to higher returns during favorable market conditions [8]