ETFs and Funds

157 articles
ETFs and Funds examines fund investing ETFs, mutual funds, index funds and expense ratios. The details often depend on pooled investment products, mutual funds and index funds, so readers need to separate the rule or product from nearby terms before relying on it.

Look for pieces that explain target-date funds, brokerage accounts and fund expense ratios, compare adjacent choices and show how stock ownership, bond yields and diversification strategy appears in applications, disclosures, statements or official pages.

S&P 500 faces new pressure as Treasury yields approach five percent

A surge in 10-year Treasury yields is forcing investors to reconsider the risk of holding stocks near record highs as bond returns become harder to ignore and economic growth slows

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Fed Rate Hike Odds Surge After Strong Jobs Data

A robust August jobs report has pushed the odds of a Federal Reserve rate hike above 50 percent. With a key inflation reading due this week, investors face renewed uncertainty over stock market direction and portfolio strategy

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Nasdaq Composite faces volatile path as tech valuations soar

If the Nasdaq Composite repeats its historical 11 percent annual return, the index could triple by 2036-but past periods of stagnation and current tech valuations highlight the risk of sharp reversals

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Bank of America warns stocks face $163B forced selling risk

A rare alignment of Wall Street risk models points to a massive $163 billion forced-selling threat for stocks as systematic funds run out of buying power and traditional demand pillars weaken

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Kevin O'Leary's Five Investing Rules That Could Save Your Portfolio

Kevin O'Leary reveals the five rules he uses to avoid catastrophic losses and keep his money working. His approach rejects hot tips and market timing in favor of strict risk controls and income discipline

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Why I Am Buying Internatiaonal Stocks With Vanguard VXUS

With US stock valuations stretched and AI-driven gains dominating headlines, some investors are turning to the Vanguard Total International Stock ETF for broader exposure and lower costs. Here is what sets VXUS apart

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Retirees Face a Yield or Growth Dilemma in Volatile Markets

Many retirees hesitate to spend their savings, fearing they will outlive their money. Choosing between high-yield income and long-term growth investments can create risks if not balanced with cash reserves and a clear withdrawal plan.

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Silver Faces New Pressure as Investors Seek Safe Havens

Silver prices have dropped sharply from their January peak but rising political and economic uncertainty could push demand higher as investors look for alternatives to stocks and traditional safe havens

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Health Care ETF Shows Strength as Rate Hike Pressure Builds

With the Federal Reserve signaling a possible rate hike to combat persistent inflation, the State Street Health Care Select Sector SPDR ETF stands out for its resilience and dividend profile during volatile market cycles

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S&P 500 Index Funds Reshape Long-Term Investing in the US

A $10,000 investment in an S&P 500 index fund a decade ago could now be worth over $38,000. But recent returns far outpace the long-term average, and most managed funds still lag behind this broad market benchmark.

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Tesla and SpaceX losses hit ARK Innovation ETF after Cybercab event

Tesla's nearly 6 percent drop after its Cybercab launch and a federal safety audit triggered a decline in ARK Innovation ETF which has 16 percent of its assets tied to Tesla and SpaceX

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ETF Investors Flee Tech and Financials as $11B Rotates to Bonds, Health Care

August saw $11 billion pulled from tech and financial ETFs, even as total ETF inflows hit a record $180 billion. Investors shifted capital to bonds and health care, signaling a decisive move toward defensive and income-generating assets amid valuation concerns.

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Long Term Investing Wins When Markets Zigzag

Trying to outsmart the market often backfires while investors who stick with a disciplined buy and hold approach have historically come out ahead even through sharp downturns and wild swings

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SCHD closes in on VIG as dividend ETF rivalry reshapes portfolios

SCHD has surged nearly 30 percent this year while VIG lags far behind. With yields and sector bets diverging sharply, the stakes for retirement and income investors are rising fast

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Why I Keep Buying the Vanguard Morningstar Total Stock Market ETF

Vanguard Morningstar Total Stock Market ETF offers exposure to over 3,500 U.S. stocks with a 0.03% expense ratio and has outperformed the S&P 500's long-term average over the past decade, but investors should weigh diversification against market risk

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AI-fueled tech giants drive S&P 500 risk to record highs

S&P 500 index funds now expose investors to unprecedented concentration in AI and mega-cap tech stocks, as market cap weighting and rising Treasury yields amplify portfolio risks and challenge assumptions about diversification.

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SPDR Gold Shares dominates global gold ETF investing

SPDR Gold Shares holds over $130 billion in gold bullion and sets the standard for gold ETFs, but its higher fees and global reach raise questions about cost and access for U.S. investors seeking inflation protection

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Dividend ETFs Pull Billions as Investors Seek Shelter from AI Hype

Dividend-focused ETFs drew $24.1 billion in new money in Q1 as investors weighed the risks of AI-driven tech stocks against the appeal of steady income and lower volatility in a shifting economic environment

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Dividend ETF SCHD Offers Shelter as AI Stocks Face Valuation Pressure

With AI-driven stocks trading at stretched valuations, investors are weighing defensive strategies. SCHD, a $112 billion dividend ETF, provides sector diversification, a 3.1% yield, and a decade of strong returns for those seeking stability.

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Gold's $58 Million Options Play Redefines the Ceiling for Bullish Bets

A record $58 million GLD call spread is reshaping gold's rally, as sophisticated traders cap upside exposure amid Treasury buyback plans and looming Fed rate hikes. The move highlights how structure, not just direction, is driving profits in volatile markets.

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Why Dividend-Paying ETFs Can Be a Smart Choice for Retirees

Dividend-paying ETFs can help retirees generate steady income and potential growth, offering a way to keep up with inflation while avoiding the pitfalls of relying solely on cash savings

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VanEck Semiconductor ETF: The AI Gold Rush's Top Performer

The VanEck Semiconductor ETF (SMH) has outpaced major indexes with a 32% average annualized return over the past decade, as surging AI demand drives semiconductor stocks higher and reshapes the investment landscape

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The Nasdaq 100: A 20-Year Investment Success Story

A $1,000 investment in the Nasdaq 100 two decades ago would now be worth over $21,000, but that growth required withstanding multiple steep market drops and staying invested through volatility

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How Much You'd Need to Invest in SCHD or VYM to Replace Your Salary

Replacing a $65,000 salary with dividends from major ETFs like SCHD or VYM requires a multimillion-dollar investment. See how yield differences impact the amount needed and what it means for long-term income planning

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Index Funds Must Boost SpaceX Holdings as Insider Shares Unlock

Index funds tracking major U.S. benchmarks will increase SpaceX holdings after a large insider lockup expires, even as the stock trades above analyst fair value and posts ongoing losses.

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This ETF Can Outperform the S&P 500 With Less Downside Risk

The Invesco S&P 500 Equal Weight ETF has outpaced the S&P 500 so far this year, offering investors a way to reduce concentration risk and gain broader sector exposure while still participating in the market's gains

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What's the Difference Between a Bull Market and a Bear Market?

Bull and bear markets shape investment returns and risk, but their differences go beyond simple price swings. Learn how market cycles, historical data, and investor behavior affect long-term strategies and opportunities

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The Best ETF to Buy in 2026: Invesco NASDAQ 100 ETF (QQQM)

The Invesco NASDAQ 100 ETF (QQQM) offers investors low fees and exposure to high-growth tech stocks, but its volatility and sector concentration mean it may not suit every portfolio

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Investors Pour $100 Billion Into Equal-Weight S&P 500 ETF

The Invesco S&P 500 Equal Weight ETF has surpassed $100 billion in assets, as investors seek diversification and reduce reliance on mega-cap tech stocks amid shifting market leadership.

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Is the iShares iBoxx $ High Yield Corporate Bond ETF Worth the Extra Risk?

The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) offers a yield premium over Treasuries, but investors must weigh higher credit risk against the potential for better returns if the U.S. economy stays resilient

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The Bond Market Is Sending an Unmistakable Message to Fed Chair Kevin Warsh and the FOMC: Act!

Long-term Treasury yields have climbed to levels not seen since 2007, rattling both stock and bond markets and raising questions about whether investors should adjust their portfolios or stay the course

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Gold Prices Surge Above $4,600 Amid U.S. Debt Concerns, Central Banks Stockpile

Gold has jumped from $4,000 to over $4,600 an ounce in just a month as central banks ramp up buying and investors seek safety from U.S. fiscal risks, raising questions about whether the rally has further to run

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Invesco Nasdaq 100 ETF: A Growth ETF Worth Considering

The Invesco Nasdaq 100 ETF (QQQM) tracks 100 major non-financial Nasdaq stocks, offering tech-driven growth potential with lower fees than its predecessor-yet investors should weigh sector concentration and volatility before committing funds

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How to Build a $100,000 Portfolio: What It Takes and Why Consistency Matters

Reaching a $100,000 investment portfolio is less about high income or perfect timing and more about steady monthly contributions, discipline, and letting compounding work over time

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What Every Investor Should Know About Market Pullbacks

Stock market pullbacks and bear markets are a recurring part of investing, but history shows recoveries often follow. Understanding how often corrections occur and how long downturns last can help investors make informed decisions

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Cathie Wood's Ark Innovation ETF: Decent Returns but Trailing the Market

Ark Innovation ETF has gained 9.6% over the past year but still lags the S&P 500, with heavy bets on Tesla, SpaceX, biotech, and crypto stocks. Investors face unique risks and turnover as the fund's strategy evolves

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Why I'm Still Buying the Schwab U.S. Dividend Equity ETF While Adding a New Income Complement

The Schwab U.S. Dividend Equity ETF offers a blend of yield and growth, but a lesser-known ETF with a 10.5% yield and options-based strategy is drawing attention for investors seeking higher monthly income and market outperformance

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Is the Stock Market Overvalued? What Investors Should Know in 2026

With the S&P 500 near record highs and valuation metrics like the CAPE ratio and Buffett indicator flashing warning signs, investors face rising risks of a correction and must weigh disciplined strategies amid ongoing uncertainty

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Vanguard VOO ETF Attracts $4.3B Inflows Despite S&P 500 Decline

Vanguard's VOO ETF drew $4.3 billion in new inflows last week even as the S&P 500 fell nearly 1%. Upcoming earnings from Nvidia and Apple may test the fund's resilience and underscore concentration risks.

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What U.S. Stocks Did When the 30-Year Treasury Yield Topped 5%

As the 30-year Treasury yield climbs above 5% for the first time since 2007, investors face new questions about stock valuations, historical returns, and the impact of high yields on future market performance

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