#factor-investing

[ follow ]
#etf #small-cap-momentum #sector-concentration #mid-cap-etfs #value--profitability-tilt #etf-expense-ratio
from24/7 Wall St.
6 days ago

The Small Cap ETF With $2.2 Billion in Assets That Keeps Beating All Benchmarks Needs To Be Studied

Small-cap momentum strategies offer targeted exposure to smaller companies with strong recent performance, but the question is whether that tilt justifies added volatility. Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) applies a momentum screen to the S&P SmallCap 600 universe, concentrating holdings in approximately 120 stocks showing the strongest price and earnings trends. The decision hinges on whether momentum factor outperformance justifies higher sector concentration and amplified swings.
Business
from24/7 Wall St.
1 month ago

This $1.5B Mid-Cap ETF Beat Traditional Indexing by 11 Points

JHMM tracks the John Hancock Dimensional Mid Cap Index, which includes the 301st through 900th largest U.S. companies by market cap. Rather than weighting purely by size, the index adjusts positions based on three characteristics: smaller market cap within the mid-cap range, attractive price-to-book ratios, and strong operating profit margins. This generates a portfolio remarkably similar to traditional mid-cap indexes with subtle differences. The fund holds 94% of the same stocks as the Russell Midcap Index with just 31% active share, pursuing factors cautiously.
Business
Business
from24/7 Wall St.
1 month ago

A Little Known $12b ETF Just Ripped 31% Higher

DFAI returned 31% in 2025, combining factor tilts, extreme diversification, low fees, and rising dividends to pursue long-term outperformance.
Business
from24/7 Wall St.
1 month ago

Is DFAC ETF Still A Buy After 15% Run?

DFAC's small-cap tilt delivered market-like returns, but its 2026 performance hinges on interest-rate-driven moves in long-term Treasury yields.
Business
from24/7 Wall St.
1 month ago

This $10.2 Billion ETF Tries to Beat the Market Through Size and Profitability Tilts (But VTI Costs Less)

Dimensional US Core Equity Market ETF (DFAU) provides broad US market exposure with small-cap, value, and profitability tilts at low cost.
World news
from24/7 Wall St.
2 months ago

QEMM Is A Smart Beta Play UP 20% and Ready To Run

An ETF—SPDR MSCI Emerging Markets Strategic Factors ETF (QEMM)—exposes investors to emerging-market companies like Samsung and TSM that can outperform S&P 500 ETFs like VOO.
[ Load more ]