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Monolithic Power Systems

Astoria US Quality Kings Etf

ROE is actively managed, seeking to provide long-term capital appreciation by investing in 100 high-quality US stocks in the large- and mid-cap space based on proprietary quantitative screens. Holdings are equally weighted and sector-optimized.

Actively managed ROE offers exposure to around 100 top-quality U.S.-listed stocks, which are weighted equally. The factor mix I found under the hood is nothing short of robust, with quality exposure being fairly large. Strong value characteristics are also to mention. Alas, ROE is well behind IVV when it comes to the growth factor, which is in part responsible for its underperformance.

ROE: Excellent Portfolio But Bleak Performance, Best To Watch From The Sidelines

Avantis U.S. Small Cap Value ETF

Pacer US Small Cap Cash Cows 100 ETF

ALPS Equal Sector Weight ETF

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

iShares Core S&P Mid-Cap ETF

Roundhill Magnificent Seven ETF

iShares Nasdaq-100 ex Top 30 ETF

Invesco S&P 500 Equal Weight ETF

Vanguard Mid-Cap ETF

Defiance Large Cap ex-Mag 7 ETF

Invesco S&P MidCap Quality ETF

Earnings season is in full swing, and five of the “Magnificent 7” are reporting quarterly results this week. Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes out from Goldman Sachs and Vanguard have cranked up the hazard level a notch.

Desperate to Diversify: Concentration Risks Creep Higher

AXS Astoria Real Assets ETF

Long-time ETF industry veteran and CEO and CIO of Astoria Advisors, John Davi, launched his firm's third ETF at the start of October. The Astoria US Quality Growth Kings ETF (GQQQ) joined the $145 million Astoria US Equal Weight Quality Kings ETF (ROE) and the $65 million AXS Astoria Inflation Sensitive ETF (PPI).

Astoria Advisors Talks Quality Growth Investing

The Astoria US Equal Weight Quality Kings ETF has a 0.49% expense ratio and $140 million in equal-weighted assets across major sectors. ROE's 23% turnover and equal-weight strategy eliminate market cap bias but fail to generate alpha over broader cap-weighted indices, as represented by SPY or QQQ. Pairing ROE with the Roundhill Daily Inverse Magnificent Seven ETF (MAGQ) can offset Mag 7's impact, but requires precise timing and carries significant risks.

ROE: Solid But Thus-Far Ineffective Strategy

Robo Global Artificial Intelligence ETF

ERShares Private-Public Crossover ETF

On this week's episode of “ETF Prime,” host Nate Geraci was joined by Todd Rosenbluth, Head of Research at VettaFi. Together, Rosenbluth and Geraci discuss Nvidia's performance and how it affects ETF Strategies.

ETF Prime: Rosenbluth on Nvidia Earnings, ETF Strategies, and More

iShares MSCI USA Equal Weighted ETF

SPDR S&P 500 ETF Trust

Persistent fears over market concentration have led many investors to grow wary of sticking with the mega-cap growth trade that carried the major averages higher throughout much of 2024.

Broadening Out Beyond ‘Mag 7': Equal-Weight ETFs on a Roll

Pacer US Cash Cows 100 ETF

Neos S&P 500 High Income ETF

VictoryShares Free Cash Flow ETF

On this week's episode of ETF Prime, host Nate Geraci was joined by Todd Rosenbluth, VettaFi head of research, to discuss the latest polling data from VettaFi's recent Alternatives Symposium. Afterwards, Geraci talks to Phil McInnis, Avantis chief investment strategist, about the firm's growth in assets under management from ETF products.

ETF Prime: Rosenbluth on Alternatives Polling and More

Defiance Israel Bond ETF

IQ Chaikin U.S. Small Cap ETF

Anfield Capital Diversified Alternatives ETF

Columbia Emerging Markets Consumer ETF

FlexShares ESG & Climate Emerging Markets Core Index Fund

Capital Link Global Fintech Leaders ETF

Invesco QQQ

ProShares S&P 500 Bond ETF

IQ Ultra Short Duration ETF

Opportunistic Trader ETF

FT Vest Nasdaq-100 Conservative Buffer ETF - April

FT Vest US Equity Buffer & Premium Income ETF - April

Optimize Strategy Index Etf

Themes Robotics & Automation Etf

For the second week in a row, launches of new ETFs have been sluggish, to say the least. Granted, the five launches that took place this past week were more than the two that launched in the week ended April 19.

This Week in ETFs: New ETFs in a Slump; Closures Thrive

Exchange is the event where financial services transforms from an industry into a community. Accordingly, VettaFi interviewed several strategists, giving them an opportunity to share their story and investment philosophy.

Astoria Portfolio Advisors Founder Davi Shares Market Outlook

Strive US Energy ETF

R3 Global Dividend Growth ETF

AGF Global Infrastructure ETF

IM Rba Responsible Global Allocation ETF

ETF Series Solutions-Carbon Etf

Aam Bahl & Gaynor Small/Mid Cap Income Growth ETF

Performance Trust Short Term Bond ETF

The week ending April 12, 2024 saw the launch of a total of 10 new ETFs, including three funds from Fidelity that implement options strategies. There were also launches from Westwood Holdings, Obra Capital, and Strive Asset Management, among other issuers.

This Week in ETFs: Fidelity Adds Trio of Options Strategy ETFs

Fairlead Tactical Sector Fund

On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning.

Exchange: How to Build Portfolios Using ETFs

Vanguard Total Bond Market ETF

iShares Nasdaq Biotechnology ETF

Invesco Dynamic Biotechnology & Genome ETF

The long-awaited spot bitcoin ETFs are trading after a decade of waiting. So now the ETF and advisor community has some available brain capacity to look forward.

An ETF Nerd's Exchange Conference Preview

Invesco BulletShares 2030 Corporate Bond ETF

SPDR Gold MiniShares Trust

Direxion NASDAQ-100 Equal Weighted Index Shares

Invesco S&P 500 Equal Weight Technology ETF

Vanguard Short-Term Inflation-Protected Securities ETF

Technology Select Sector SPDR Fund

Past performance is not indicative of future results. Yet many people seem comfortable with a portfolio for 2024 that looks a lot like 2023.

Positioning Your Portfolio for a New Market Cycle

Alerian MLP 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

iShares S&P 500 Value ETF

iShares Russell 1000 Growth ETF

SPDR S&P Bank ETF

Invesco KBW Bank ETF

MUSQ Global Music Industry ETF

Proshares Online Retail ETF

Invesco NASDAQ Internet ETF

iShares MSCI USA Quality Factor ETF

SPDR Portfolio S&P 500 Growth ETF

Invesco Solar ETF

Vanguard Financials ETF

Vanguard Growth 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

Renaissance IPO ETF

Defiance S&P 500 Enhanced Options Income ETF

Defiance Nasdaq 100 Enhanced Options Income ETF

Touchstone Securitized Income ETF

Touchstone Ultra Short Income ETF

On this episode of ETF Prime, host Nate Geraci speaks with a trio of individuals discussing several different topics. His guests include VettaFi's Dave Nadig, who goes in-depth on a plethora of subjects including the launch of the first zero-day options ETF.

ETF Prime: Nadig on Zero-Day Options ETFs Plus the ROE ETF and Touchstone ETFs

Blackrock Large Cap Value Etf

Capital Group Growth ETF

WisdomTree Japan Hedged Equity Fund

Franklin FTSE Japan ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

JPMorgan Active Small Cap Value ETF

VanEck Morningstar Wide Moat ETF

American Century U.S. Quality Growth ETF

T Rowe Price Blue Chip Growth ETF

Vanguard FTSE Developed Markets ETF

Harbor Long-Term Growers ETF

After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer. At the end of August, the asset category had $165 billion of net inflows, more than $125 billion for fixed income.

Equity ETFs Are Shining, But What's Next?

VettaFi recently began a weekly series called “This Week in ETFs.” My colleague Heather Bell recaps ETF filings, closures, and launches.

Why Is Quality the King?

News for Astoria US Quality Kings Etf ETF (ROE)