Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Exxon Mobil

Johnson & Johnson

Walmart

UnitedHealth Group

Bank of America

Chevron

Home Depot

Wells Fargo

iShares S&P 500 Value ETF

IVE tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index.

iShares S&P 500 Growth ETF

iShares Russell 1000 Growth ETF

Vanguard Growth ETF

In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.

What's Inside Popular Growth and Value ETFs Is Not Static

In 2022, the US equity markets faced formidable challenges as a confluence of factors, including four-decade-high inflation and escalating interest rates, curtailed investors' enthusiasm for high-risk assets, notably growth-oriented stocks.

Value vs. Growth: Which investment style triumphed in 2023?

SPDR Dow Jones Industrial Average ETF

Invesco Dividend Achievers ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard S&P 500 Value ETF

Value stocks perform better in a higher rate environment. Any show of economic resilience is likely to bring share prices down as the Fed will turn hawkish.

Buy 5 Large-Cap Value ETFs Amid Fed's Hawkish Pause

Alerian MLP ETF

Pacer US Cash Cows 100 ETF

Global X Funds - Global X E-commerce ETF

WisdomTree U.S. Earnings 500 Fund

Amplify Cash Flow High Income Etf

Amplify Online Retail ETF

SPDR S&P Bank ETF

Invesco KBW Bank ETF

Roundhill Magnificent Seven ETF

MUSQ Global Music Industry ETF

Proshares Online Retail ETF

Invesco NASDAQ Internet ETF

iShares MSCI USA Quality Factor ETF

Astoria US Quality Kings Etf

SPDR S&P 500 ETF Trust

SPDR Portfolio S&P 500 Growth ETF

Invesco Solar ETF

Robo Global Artificial Intelligence ETF

Vanguard Financials ETF

VictoryShares Free Cash Flow ETF

Communication Services Select Sector SPDR Fund

Energy Select Sector SPDR Fund

Good morning, VettaFi Voices! Third-quarter earnings announcements have almost come and gone, with yesterday being the last big burst of companies.

VettaFi Voices On: Third-Quarter Earnings Season

ARK Innovation ETF

ProShares Short Dow30

AdvisorShares Ranger Equity Bear ETF

iShares Core S&P Total U.S. Stock Market ETF

iShares Core S&P 500 ETF

iShares Dow Jones U.S. ETF

Fidelity NASDAQ Composite Index

ProShares Short QQQ

Invesco QQQ

Invesco Nasdaq 100 ETF

Tuttle Capital Short Innovation ETF

ProShares UltraPro Short Dow30

ProShares Short S&P500

Direxion Daily Semiconductor Bear 3x Shares

Direxion Daily S&P 500 Bear 1X Shares

Direxion Daily S&P 500 Bear 3x Shares

ProShares UltraPro Short S&P500

ProShares UltraPro Short QQQ

Proshares Ultrashort Semiconductors

Direxion Daily Technology Bear 3X Shares

AXS TSLA Bear Daily ETF

Shorting or hedging against companies driving innovation and growth in the US stock markets is not a viable long-term strategy. Historical trends suggest that bear markets are relatively short-lived, and positive trends in the market indicate potential long-term growth for large firms and disruptive innovators. ETFs that bet against innovation and growth are likely to underperform their benchmarks in the long term. It is better to invest in stocks of innovative firms and funds tracking major indexes.

Don't Bet Against Progress

IVE has exposure to tech, financials, and industrials, with less exposure to mid-cap tech and healthcare. Valuations in tech are a concern, as shown by negative reactions to earnings, while financials face risks from deposit beta and economic downturn. Cloud stocks have experienced sell-offs, impacting IVE and the overall market, highlighting stretched valuations and the potential disillusionment with AI.

IVE: Rolling Sell-Off From Cloud

ALPS Barron's 400 ETF

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

Simplify Interest Rate Hedge ETF

Global X Interest Rate Hedge ETF

Advocate Rising Rate Hedge ETF

Invesco S&P 500 Low Volatility ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Given the current market environment, we have highlighted some investing strategies for the fourth quarter that could prove to be extremely beneficial for investors.

5 Winning ETF Strategies for Q4

Vanguard Mid-Cap ETF

Technology Select Sector SPDR Fund

SPDR S&P Retail ETF

SPDR S&P Semiconductor ETF

Markets might experience short-term pressure as shutdown risks intensify. However, any resolution could lead to renewed buying interest in stocks.

Should Wall Street ETFs At All Worry Government Shutdown?

The U.S. stock market may be due for a small correction as growth securities' first-half momentum shows signs of weakening, leading the market to a critical junction. Apple's recent decline could further indicate a possible market reversal, as this symbol of technological growth recently plunged almost 10% in just five days after outperforming in the months prior. I rate IVE a Hold, as this ETF could be well-positioned for growth in the event of a market reversal, but lacks directionality and stability at the moment.

IVE: Growth-Oriented Market Could Be Losing Steam, Calling In Value ETFs (Technical Analysis)

iShares Morningstar Value ETF

iShares Russell Top 200 Value ETF

Vanguard Mega Cap Value ETF

Vanguard Russell 1000 Value ETF

Amid the Dow Jones rally, value stocks have made an impressive comeback, with investors looking for bargains.

Value ETFs Make the Most of the Dow Jones Surge

iShares MSCI USA Momentum Factor ETF

NightShares 500 1x/1.5x ETF

The night effect is handily outpacing many traditional investment factors in 2023. The night effect is a persistent pattern whereby most large and small cap returns come in during the overnight session.

How the Night Effect Compares to Traditional Investment Factors in 2023

Fidelity Blue Chip Growth ETF

Vanguard Mega Cap Growth ETF

Schwab U.S. Large-Cap Growth ETF

T Rowe Price Blue Chip Growth ETF

The blend of robust economic recovery, continued low-interest rates, technological innovation, positive investor sentiment, and strong corporate earnings resulted in growth stocks outshining value stocks in the first half.

Growth ETFs Outshine Value in 1H, Predictions for 2H

iShares Core U.S. Aggregate Bond ETF

Blackrock Flexible Income ETF

Blackrock Large Cap Value Etf

BlackRock Ultra Short-Term Bond ETF

iShares Short Maturity Bond ETF

iShares MSCI USA Value Factor ETF

Active ETFs represent just a 6% share of the ETF markets, but advisors are gravitating toward them. The products have emerged as one of the fastest-growing categories within the ETF industry.

BlackRock's Greater Focus on Active ETFs

Value factor investing has regained an advantage over growth stocks, with iShares S&P 500 Value ETF being a popular choice for investors. IVE offers a diversified range of holdings, with a focus on the financial sector; yet it offers good diversification. However, IVE's expense ratio and performance may not lead to it being the most optimal choice for investors, with alternatives like Vanguard's Value ETF potentially presenting a better case.

Go For The Value Factor; Think About IVE

BlackRock has listed two actively managed ETFs on the New York Stock Exchange. The BlackRock Large Cap Value ETF (NYSE Arca: BLCV) invests in large-cap U.S. equities that exhibit value characteristics.

BlackRock Adds to ETF Suite With Large-Cap Value & Flexible Income Funds

American Century Focused Large Cap Value ETF

After large-cap value indexes outperformed growth peers in 2022, growth strategies have returned the favor in the first few months of 2023 as the macroeconomic and earnings pictures have shifted. Despite this, VettaFi's advisor engagement data for April showed rising interest in large-cap value strategies from the prior month.

Large-Cap Value ETFs Gaining Traction With Advisors

Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF

SPDR Gold Trust

iShares iBoxx High Yield Corporate Bond ETF

iShares 7-10 Year Treasury Bond ETF

iShares Core MSCI EAFE ETF

iShares Core MSCI Emerging Markets ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

iShares National Muni Bond ETF

iShares Silver Trust

SPDR Portfolio Mid Cap ETF

SPDR Portfolio Small Cap ETF

iShares TIPS Bond ETF

United States Oil Fund LP

Despite Volatility, Markets Post Gains in Q1 Despite bank failures and uncertainty regarding monetary policy and interest rates, equities posted gains in Q1 as the Nasdaq 100 Index was up nearly 17%, notching its best quarter since the second quarter of 2020. US growth stocks were among the best performers (+9.

Stay Defensive. Bull Markets Don't Start with the S&P 500 Trading at 18x Earnings

Flexshares US Quality Low Volatility Index Fund

Invesco S&P 500 Pure Value ETF

T Rowe Price Equity Income ETF

American Century STOXX U.S. Quality Value ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Value Investing Status — “It's Complicated”

IVE basically buys into S&P 500 stocks that appear to be cheaper than others in the same index. I dislike the general methodology, as I find it overly simplistic; IVE is really just another source of beta.

IVE: A Value-Oriented Large-Cap Fund Trading At A Discount

Innovator S&P 500 Buffer ETF - August

Innovator S&P 500 Buffer ETF - July

Innovator S&P 500 Buffer ETF June

Innovator S&P 500 Buffer ETF - October

Global X S&P 500 Catholic Values ETF

SPDR S&P 500 ESG ETF

First Trust Large Cap Value AlphaDEX Fund

Direxion Daily S&P 500 High Beta Bull 3X Shares

Direxion Daily S&P 500 High Beta Bear 3X Shares

CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF

ProShares S&P 500 Dividend Aristocrats ETF

Qraft AI-Enhanced US Next Value ETF

Innovator S&P 500 Power Buffer ETF - August

Invesco S&P 500 BuyWrite ETF

Innovator S&P 500 Power Buffer ETF - January

Innovator S&P 500 Power Buffer ETF June

WisdomTree CBOE S&P 500 PutWrite Strategy Fund

Global X S&P 500 Quality Dividend ETF

Invesco S&P 500 Pure Growth ETF

Invesco S&P 500 Equal Weight ETF

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.

Good Fishing In The Dividend Stream

The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.

Oversold-Overbought Watch: S&P 500 Index - February 21, 2023

Schwab U.S. Large-Cap Value ETF

Value stocks are less susceptible to trending markets and their dividend payouts offer safety in times of market turbulence.

A Spread of Top-Ranked Value ETFs to Bet in 2023

Are so-called value stocks still living up to their name? Some aren't so sure.

Why value stocks will struggle to repeat their vast 2022 outperformance in 2023

iShares U.S. Industrials ETF

 Invesco S&P SmallCap Consumer Discretionary ETF

Invesco S&P 500 Quality ETF

Financial Select Sector SPDR Fund

Given the current market environment, we have highlighted some investing strategies that could prove to be extremely beneficial for investors.

5 Winning ETF Ideas for Your Portfolio in 2023

VettaFi head of research Todd Rosenbluth appeared on Yahoo Finance to discuss what's now inside growth and value funds based on VettaFi research, as well as the big year ETFs put together in 2022. With $611 billion in inflows despite the down year, ETFs had a remarkable year on several fronts.

Todd Rosenbluth on Value and the Big Year for ETFs

News for iShares S&P 500 Value ETF ETF (IVE)