This emerging-markets bond ETF's equal-weighting methodology does not load up on the most-active debt-issuing countries, but it comes with its own challenges.
The jury is still out.
Somewhat ironically, investors' bad behavior ensures the value premium's longevity.
The reasons for sticking to local stocks are fewer by the day.
This fund favors highly profitable firms with durable competitive advantages.
Momentum funds that aggressively chase performance and keep implementation costs down have the best chance to succeed.
This exchange-traded fund offers profitable dividend-paying stocks with durable competitive advantages at a low fee.
Investors can use option-writing funds to take advantage of the volatility risk premium and to diversify their equity portfolio risk.
IShares MSCI Japan ETF is one of the best-diversified funds in the category, but performance has been lacking.
Market-cap weighting is often a good choice for indexing, but in some markets it may compromise diversification.
Low costs, the makeup of its benchmark, and index-management expertise lead to a Silver Analyst Rating for Vanguard Mortgage-Backed Securities ETF.
None of the options is perfect, but there are several fixed-income ETFs for investors looking to manage the threat of rising rates.
It is hard not to like this fund, especially following another fee cut.
Investors in low-fee index funds can still rack up big bills by behaving badly.
Consider this low-cost exchange-traded fund to round out a large-cap equity holding.
Integration versus isolation: Weighing the benefits of these two factor combination methods.
Vanguard FTSE Europe ETF is one of the cheapest and best-diversified funds in the category, but performance has been middling.
The different methodologies used by value funds can affect their style tilt and performance.
This fund's exchange focus and industry concentration dim some of its shine.
The high-yield bond market poses unique challenges to index funds that make an active approach more attractive.
Investors know what they are paying in fees, but more should be asking if they are getting what they pay for.
IShares U.S. Credit Bond differentiates itself from peers by including foreign issues.
Fussing over fees has smaller payoffs as some fund's expenses draw nearer to zero.
The total cost of owning an ETF may vary widely on a fund-by-fund and investor-by-investor basis.
WisdomTree MidCap Earnings' rebalancing approach should keep its valuation in check.
Even concentrated funds can be diversified.
Morningstar's Active/Passive Barometer is a novel way of measuring one's odds of picking a winner.
While it offers an attractive yield and limited interest-rate risk, this senior-loan ETF exposes investors to considerable credit and liquidity risk.
Investors are slowly waking up to the benefits of bond ETFs.
Bronze-rated Schwab Fundamental U.S. Small Company ETF attempts to profit from mean-reversion in valuations among small-cap stocks.
Industry tilts appear to pay off for momentum but are not integral to the success of value and low-volatility strategies.
IShares Edge MSCI Multifactor USA ETF sacrifices a transparent portfolio construction process in order to offer higher factor exposure.
Several fund companies have submitted proposals with the SEC to launch actively managed ETPs that skirt daily portfolio transparency.
This fund should hold up better than most of its peers during market downturns.
Low-volatility strategies tend to be more sensitive to fluctuating interest rates than the broad market.
This ETF is an attractive investment option for exposure to the short end of the U.S. Treasury curve.
Municipal bonds are still standing on firm fundamental ground.
Energy Select Sector SPDR ETF bundles energy stocks from the S&P 500 for a low fee.
ETFs can be a good choice for tax-sensitive investors, but remember they aren’t tax-exempt.
This compelling exchange-traded fund has a new benchmark and price tag.
The returns of factor investment strategies often look more impressive in academia than in practice.
Its narrow focus and sector concentration make this ETF best-suited for use as a tactical tool to complement a diversified portfolio.
Taking stock of these funds and the real-world results they have produced so far.
This distinctive strategy has a strong record, but its high turnover, fee, and myopic selection criterion detract from its appeal.
High-dividend-paying stocks tend to be more sensitive to interest rates than their lower-yielding counterparts, but not for the reason you might think.
This ETF is a solid option for comprehensive exposure to the investment-grade municipal-bond market.
Long-term investors haven't historically been rewarded for taking on currency risk.
Schwab U.S. Dividend Equity ETF is one of our favorite equity-income funds.
Last year demonstrated that diversification and discipline are required to put factors to good use.
This exchange-traded fund filters out some distressed stocks, but there are cheaper alternatives.