Investors can use plenty of data points to assess ETF momentum from tech charts to returns, but perhaps the most obvious may be the simple measure of flows. Indeed, flows can help tell what markets are thinking about, if read correctly.
Investors can use plenty of data points to assess ETF momentum from tech charts to returns, but perhaps the most obvious may be the simple measure of flows. Indeed, flows can help tell what markets are thinking about, if read correctly.
Concentration risk in the S&P 500 and expected falls in short-term rates make it a good time to invest in small caps. Avoid investing in ETFs that passively track the Russell 2000 Index due to flaws in their construction and seasonal factors. Avantis US Small Cap Value ETF has outperformed the S&P 500, making it a recommended investment for small caps.
On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi Editor-in-Chief Lara Crigger to look at the recent rotation into small-cap stocks. Later, Geraci welcomes Bitwise Asset Management CIO Matt Hougan to discuss the investment case for the newly launched spot ether ETFs.
It's midsummer, and U.S. small-caps have finally showed up in a big way. You could say it's been a long time coming.
Avantis Investors' active small-cap value ETF can be used to enhance portfolios. The Avantis U.S. Small Cap Value ETF (AVUV) has historically provided better returns compared to the small-cap value benchmark, while also providing benefits such as growth potential and enhanced diversification.
Small-cap investing has been challenging, with many stocks below 2021 highs, but active value investing, like AVUV, has thrived. AVUV uses a rule-based strategy to identify undervalued securities with high profitability ratios, avoiding risky "zombie companies.". The fund's diversity, sector breakdown, and outperformance compared to passive funds make it a strong contender for small-cap value investing.
Investors seeking more diversification should look beyond the S&P 500. An equal-weight index fund will invest just as much in smaller companies as in the big names.