NVIDIA

Apple

Microsoft

Amazon

Alphabet

Broadcom

Tesla

Eli Lilly

iShares S&P 500 Growth ETF

IVW tracks an index of large-cap US stocks. The index selects stocks with growth characteristics from the S&P 500 Index, based on three growth factors.

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

WisdomTree U.S. Earnings 500 Fund

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

iShares S&P 500 Value ETF

iShares Core S&P 500 ETF

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 Pure Value 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

Enphase Energy

Freeport-McMoRan

Moderna

Nucor

ON Semiconductor

Quanta Services

Steel Dynamics

Communication Services Select Sector SPDR Fund

It's been three years since the Covid crash tanked the S&P 500. But there's been still plenty of ways to make money since.

9 Stocks Jumped 200% In 3 Years Since Covid Rocked The World

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

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

WisdomTree India Earnings Fund

American Century Focused Large Cap Value ETF

SPDR Gold Trust

SPDR Bloomberg High Yield Bond ETF

KraneShares CSI China Internet ETF

Xtrackers S&P 500 ESG ETF

SPDR Portfolio S&P 500 ETF

Invesco S&P 500 Low Volatility ETF

SPDR S&P 500 ETF Trust

T Rowe Price Blue Chip Growth ETF

Vanguard S&P 500 ETF

Technology Select Sector SPDR Fund

On Sunday, a select few of us in the ETF industry will be toasting the 30th anniversary of the SPDR S&P 500 ETF (SPY), the first U.S.-listed and still-largest ETF. However, millions of Americans will unknowingly be among the beneficiaries of the major milestone.

SPY Has Aged Well for 30 Despite So Many Grandkids

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

For many advisors, 2022 was likely the year they rediscovered the merits of value investing. The value style of index-based ETFs that favors stocks with relatively low price-to-earnings and price-to-book ratios signficantly outperformed the growth style that prefers companies with strong sales and earnings growth records.

What You Own in a Growth or Value ETF Just Changed

The Fed is staying the course with interest rate hikes, and hence there is more pain ahead for growth stocks. The iShares S&P 500 Growth ETF gives you a growth slice of the S&P 500. In the current macro environment, it is poised to underperform the market.

IVW: Sell The Bad Slice Of The S&P 500

IHS Holding Ltd

iShares S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares MSCI USA Momentum Factor ETF

iShares MSCI USA Quality Factor ETF

Invesco S&P 500 High Beta ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just below a record high.

Dividend Yield Is 2022's Upside Outlier For Equity Factor Returns

iShares S&P Small-Cap 600 Value ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

Invesco QQQ

Direxion NASDAQ-100 Equal Weighted Index Shares

Invesco Nasdaq 100 ETF

Invesco S&P 500 Equal Weight Technology ETF

Vanguard Information Technology ETF

Vanguard Growth ETF

Consumer Discretionary Select Sector SPDR Fund

The latest tech earnings season has already kicked off, but many high-profile mega-cap growth companies will report results this week. We believe the data and forward-looking insights are important for not just advisors who own individual stocks, but also those who own more diversified ETFs.

Look Inside ETFs as Tech Earnings Season Kicks Off

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

iShares Russell 1000 Growth ETF

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Returns largely determined by time period, fund characteristics.

Checking in on Factor ETF Performance

In 2022, many of the most widely held value ETFs have significantly outperformed their growth sibling alternatives. Investors have favored shares of companies with strong current earnings over those that have potential for faster growth in the future but that trade at a premium valuation during this period of rising interest rates.

Value Is in the Eye of the Beholder

Since the June 30 update, growth has outperformed value across the large, mid and small-cap asset classes. Looking at the annual returns, the performance premium for large-cap growth for the 5, 10 and 15 year time frames is still pretty sizable.

StyleBox Update: Growth Has Outperformed Value Since June 30 '22

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

iShares U.S. Financials ETF

Between May 15 '22 and June 30 '22, value deteriorated more than growth on a percentage basis probably due to the collapse in energy and crude oil in June '22. Across the rest of the style boxes, value held up well into mid-June '22 when weakness in energy and commodities took the value style lower.

Style Box Update: Growth Across All Market Caps Remains Out Of Favor

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

Growth stocks and related exchange traded funds are taking a beating as surging bond yields weigh down mega-cap technology names. On Monday, the iShares S&P 500 Value ETF (NYSEArca: IVE) fell 0.6%, the iShares S&P 500 Growth ETF (NYSEArca: IVW) declined 2.0%, and the broader iShares Core S&P 500 ETF (NYSEArca: IVV) dropped 1.3%.

Rising Yields Are Dragging Down Growth Stock ETFs

SPDR Portfolio S&P 500 Growth ETF

Vanguard S&P 500 Growth ETF

SPYG, VOOG, and IVW all track the S&P 500 Growth Index with expense ratios of 0.04%, 0.10%, and 0.18%, respectively. The Index screens for sales growth, earnings growth, and momentum. All three have experienced stellar returns in the last five years, returning 161% through January 2022. The Index is heavily concentrated in mega-cap stocks like Apple, Microsoft, and Alphabet.

SPYG, VOOG, And IVW: It's Gut Check Time For Owners Of These S&P 500 Growth Funds

Exchange traded funds that track the value style are back in vogue, at least for now. Over the past three months, the iShares S&P 500 Value ETF (NYSEArca: IVE) rose 1.8%, compared to the 4.9% pullback for the iShares S&P 500 Growth ETF (NYSEArca: IVW) and the 1.7% fall-off in the broader iShares Core S&P 500 [.

Value ETFs Are Outperforming

Invesco Dynamic Large Cap Growth ETF

Schwab U.S. Large-Cap Growth ETF

Wall Street is expected to continue to gain on optimism surrounding the rebounding U.S. economy, accelerated coronavirus vaccine rollout and positive economic data releases.

Bet on Growth ETFs to Ride the US Market Optimism

Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Mid-Cap 400 Value ETF

Vanguard S&P Small-Cap 600 Growth ETF

Vanguard S&P Small-Cap 600 Value ETF

Vanguard S&P 500 Value ETF

The style-box updates feature the iShares ETFs since for the mid-quarter updates, the performance data on the benchmarks is not available until the end of every month, and then reported after a day or two delay. In 2021, mid and small-cap value finally beat their growth brethren, but in large-cap, growth continues to be the king.

StyleBox Update: Mid And Small-Cap Value Outperform In 2021

Vanguard Energy ETF

Industrial Select Sector SPDR Fund

Invesco S&P MidCap Momentum ETF

Here we have highlighted some ETF options, including reopening plays that gain from the reopening and rebounding economy and momentum bets that can rake in good returns amid market rallies.

5 ETF Bets for Those Undeterred by the Omicron Threat

The iShares S&P 500 Growth ETF (IVW) hits a new 52-week high. Are more gains in store?

S&P 500 Growth ETF (IVW) Hits a New 52-Week High

iShares Core S&P U.S. Growth ETF

The S&P 500 notched its 66th all-time high of 2021 and is poised for the second-biggest number of annual records ever - only behind 1995.

5 Growth ETFs to Tap on an Incredible S&P 500 Rally

Wall Street is expected to continue to gain on optimism surrounding new economic data and third-quarter earnings releases, which point to recovery from the pandemic-induced slowdown.

Bet on Growth ETFs to Ride the US Economic Growth Optimism

News for iShares S&P 500 Growth ETF ETF (IVW)