What is the most actively managed ETF?
The largest Active Management ETF is the JPMorgan Equity Premium Income ETF JEPI with $33.49B in assets. In the last trailing year, the best-performing Active Management ETF was CONL at 620.01%.
The largest Active Management ETF is the JPMorgan Equity Premium Income ETF JEPI with $33.49B in assets. In the last trailing year, the best-performing Active Management ETF was CONL at 620.01%.
Advantages to actively managed ETFs include lower expense ratios than mutual funds and the participation of seasoned financial professionals. Many actively managed ETFs have higher expense ratios than passively-managed index ETFs, which puts pressure on fund managers to consistently outperform the market.
| ETF | Assets Under Management | Expense Ratio |
|---|---|---|
| Vanguard Information Technology ETF (VGT) | $70 billion | 0.10% |
| VanEck Semiconductor ETF (SMH) | $16.3 billion | 0.35% |
| Invesco S&P MidCap Momentum ETF (XMMO) | $1.6 billion | 0.34% |
| SPDR S&P Homebuilders ETF (XHB) | $1.8 billion | 0.35% |
MarketWatch spotlights VanEck Morningstar Wide Moat ETF (MOAT), consistently outperforming the S&P 500 by targeting companies with long-term competitive advantages or "economic moats."
However, if you know that you'd like a bit more exposure to smaller and medium-sized companies or just want to invest in more stocks overall, VTI is your best bet. VOO, meanwhile, is the better option for investors who want to focus heavily on large cap companies.
| Fund (ticker) | YTD performance | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 10.4 percent | 0.03 percent |
| SPDR S&P 500 ETF Trust (SPY) | 10.4 percent | 0.095 percent |
| iShares Core S&P 500 ETF (IVV) | 10.4 percent | 0.03 percent |
| Invesco QQQ Trust (QQQ) | 8.6 percent | 0.20 percent |
Underlying Fluctuations and Risks
ETFs, like mutual funds, are often lauded for the diversification that they offer investors. However, it is important to note that just because an ETF contains more than one underlying position doesn't mean that it is immune to volatility.
And ETFs do not have 12b-1 fees. That said, according to Morningstar, the average index ETF expense ratio in 2023 was 0.48% and 0.73% for active ETFs, compared with the average expense ratio of 0.81% for index mutual funds and 1.02% for actively managed mutual funds.
| | Ticker | ETF Name |
|---|---|---|
| 1 | GBTC | Grayscale Bitcoin Trust |
| 2 | SMH | VanEck Semiconductors ETF |
| 3 | XLK | Technology Select Sector SPDR Fund |
| 4 | IXN | iShares Global Tech ETF |
What ETF has the highest ROI?
| Symbol | Name | 5-Year Return |
|---|---|---|
| FNGO | MicroSectors FANG+ Index 2X Leveraged ETNs | 45.21% |
| TECL | Direxion Daily Technology Bull 3X Shares | 36.48% |
| SMH | VanEck Semiconductor ETF | 32.29% |
| ROM | ProShares Ultra Technology | 30.58% |
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.86B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 17.32%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.
The performance of an investment option is often one of the most critical aspects investors consider. The performance of these two ETFs will be highly dependent on the performance of the information technology sector. If information technology significantly outperforms other sectors, then QQQ will outperform VOO.
Holding an ETF for longer than a year may get you a more favorable capital gains tax rate when you sell your investment.
Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.
Or, you could also invest in both, for example, by putting half in VOO and half in VTI. Here's a summary of which one to choose: If you want to own only the biggest and safest stocks, choose VOO. If you want more diversification and exposure to mid-caps and small-caps, choose VTI.
Over the past 10 years, VOO has had annualized average returns of 12.67% , compared to 12.05% for VTI. These numbers are adjusted for stock splits and include dividends.
Benefits of Vanguard Total Stock Market ETF (VTI)
VTI is an extremely diversified fund. Its large amount of holdings reflect the entire universe of investable U.S. securities. The fund has exposure to small-cap stocks which can be more volatile than mid- or large-cap holdings.
iShares Core Aggressive Allocation ETF (AOA)
"We also generally stick to U.S. equity, international equity and fixed income." A great example of an ETF that meets Grossman's suggestions for broad diversification across global stocks and bonds is AOA. This ETF uses a split of 80% in stocks and 20% in bonds.
What is the best ETF to invest in 2024?
| Ticker | Fund name | 5-year return |
|---|---|---|
| SOXX | iShares Semiconductor ETF | 30.70% |
| XLK | Technology Select Sector SPDR Fund | 24.57% |
| IYW | iShares U.S. Technology ETF | 24.09% |
| FTEC | Fidelity MSCI Information Technology Index ETF | 22.79% |
The S&P 500's track record is impressive, but the Vanguard Growth ETF has outperformed it. The Vanguard Growth ETF leans heavily toward tech businesses that exhibit faster revenue and earnings gains. No matter what investments you choose, it's always smart to keep a long-term mindset.
Leveraged ETF prices tend to decay over time, and triple leverage will tend to decay at a faster rate than 2x leverage. As a result, they can tend toward zero.
In theory, if Vanguard went bankrupt, your assets within the ETF should be safe, as they're technically yours held in trust by Vanguard. So if Vanguard collapsed, then what would likely happen would be that another manager would take over the ETF, or the assets would be sold off and you'd be paid out.
Interest rate changes are the primary culprit when bond exchange-traded funds (ETFs) lose value. As interest rates rise, the prices of existing bonds fall, which impacts the value of the ETFs holding these assets.
