The iShares Core S&P Small-Cap ETF (IJR) has lost much of its valuation advantage relative to the SPDR S&P 500 ETF Trust (SPY) due to recent price and earnings changes. Additionally, the outlook for interest rates now suggests a higher chance of rate hikes soon, which could affect small- and large-cap stocks differently. This shift reduces IJR's potential to outperform SPY, signaling investors may need to reconsider small-cap exposure under a higher interest rate environment.
The Invesco S&P 500 Equal Weight ETF (RSP) and the SPDR S&P 500 ETF Trust (SPY) both track the S&P 500 but differ in weighting: SPY is cap-weighted, heavily favoring mega-cap stocks like NVIDIA and Apple, while RSP equally weights all 500 stocks. SPY...
Bank of America Global Research's checklist shows 70% of pre-peak warning signs, matching the average at previous major market tops over 35 years. This signals late-cycle market conditions with elevated valuations, consumer confidence, and credit fac...
In volatile markets, two covered-call funds stand out by offering dividends above 8%, providing steady income without needing to sell shares. The Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) yields 9.2% by selling call options on 35%-75% of its portf...
The iShares MSCI Emerging Markets ETF (EEM) has significantly outperformed the SPDR S&P 500 ETF (SPY) in 2026, with a 20% year-to-date gain compared to SPY's 8%. This outperformance is largely due to EEM's heavy exposure to semiconductor companies li...
Headline inflation forecasts for Q2 have surged from 2.7% to 6.0% annualized, with producer prices rising faster than consumer prices. This shift challenges the view that inflation is mainly due to energy costs and raises the possibility of Federal R...
