Take the Worry Out of S&P 500 Investing With TSPA
Trade war tensions, sinking consumer sentiment, and the unpredictability of U.S. policy reforms weigh heavily on markets moving into the summer months. Advisors and investors looking to put the benefits of active management research and expertise to work within the S&P 500 would do well to consider the T.
In Ongoing Volatility, Look to Hedged Equity Strategies
Wednesday brought another round of market sell-offs as stocks plummeted and bond yields rose. Newly developing as well as ongoing risks create heightened uncertainty for investors.
TSPA ETF: Historically Strong But Recently Volatile S&P 500 ETF
The T. Rowe Price US Equity Research ETF aims to outperform the S&P 500. Despite some outperformance over the past 4 years, TSPA's recent underperformance concerns me compared to lower-fee alternatives like SPY, IVV, and VOO. TSPA's portfolio closely mirrors SPY, with minor differences, raising doubts about its ability to generate significant alpha.
S&P 500 Index Dispersion Hit 21-Month Record in February: What to Know
Recent S&P Dow Jones analysis indicated a 21-month record high for S&P 500 annualized index dispersion in February. That metric, hitting 32% last month, looks to capture how wide the range of stock returns is in a given time frame.
Active ETF TSPA Already Sees Close to a Quarter Billion in YTD Flows
Active ETFs had another strong year in 2024, with new launches and growing AUM undergirding the category's strength. At the start of 2025, we may see continued positivity for the category, with the active ETF TSPA offering an example.
Get the Most From Active Investing With TSPA
Following a big leap forward in 2024, active ETFs may be poised to repay investor faith in 2025. Risks loom over last year's returns, with political and economic factors giving pause to attentive investors.
TSPA: A Fund That Actually Beat The S&P 500
The T. Rowe Price US Equity Research ETF uses active management and expert stock picking to outperform the S&P 500 while maintaining similar sector weightings. The fund leverages T. Rowe Price's core research, allowing industry experts to select stocks, leading to potential outperformance in specific market conditions. Despite higher fees, the fund's active approach can quickly adapt to market shifts, offering an edge over passive index funds.
Leading Active ETF TSPA Hits $1 Billion in AUM
The T. Rowe Price U.S. Equity Research ETF (TSPA) has crossed $1 billion in AUM this week, marking an important milestone for the fund. In a year in which active equity ETFs have stood out, the leading active ETF has played a big part.
TSPA: A Tad Better Than Index ETFs, But Barely So
The T. Rowe Price US Equity Research ETF offers a more concentrated portfolio than SPY, aiming for market outperformance despite a higher expense ratio. Since its inception, TSPA has outperformed SPY by 450bps, even during market downturns, but recent performance shows minimal alpha generation. TSPA's AUM growth, driven by institutional investors, suggests confidence in its slight edge over broad-market portfolios and some downside protection.
This Active ETF Is Beating SPY Over Multiple Time Frames
Looking to get into the growing move toward active ETFs? You wouldn't be alone; many investors are moving into the active space.
Tired of Market Narratives? This Active ETF Can Help
Sick of the market narrative whiplash on everything from inflation to elections? Tired of waiting for rate cuts to happen?
Active ETFs to Hit $4 Trillion AUM by 2030? What You Need to Know
A new research piece from BlackRock posits that active ETFs will hit $4 trillion in AUM by 2030. Firstly, the fact that $4 trillion is even on the cards for active ETFs speaks to how far the ETF variant has come.
