The S&P 500 index dropped 1.6% over the past week, falling below its 50-day moving average for the first time since July 17, 2026. Despite this weekly loss, the index remains up 8.9% year-to-date, though it is currently 2.0% below its record high from June 2, 2026. The S&P Equal Weight Index outperformed, rising 11.4% year-to-date. Market volatility remains notable, with recent intraday swings averaging nearly 1%. This dip below the 50-day moving average signals caution for investors, but the index remains above its 200-day moving average, suggesting longer-term support.
The SPDR S&P 500 ETF (SPY) charges a 0.0945% fee, significantly higher than the 0.02% fee of its sibling fund SPDR Portfolio S&P 500 ETF (SPYM), despite both tracking the same 500 stocks with identical weights. SPY's structure as a unit investment tr...
The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) maintains a solid long-term performance, driven by consistent earnings per share growth and a focus on quality and growth factors. However, its requirement for a non-zero dividend yield limits it...
Global X S&P 500 Covered Call ETF (XYLD) offers monthly income by selling at-the-money calls on the S&P 500, but this strategy limits upside gains. Over the past five years, XYLD returned 45.15%, well below the S&P 500's 73.34% price gain, reflecting...
The Invesco S&P 500 Equal Weight ETF (RSP) offers diversification away from mega-cap stocks but comes with higher fees, cash holdings, and frequent rebalancing that reduce returns. Over 5 and 10 years, RSP significantly underperformed cheaper cap-wei...
In the first half of 2026, equity markets reached near all-time highs despite multiple valuation indicators showing historic overvaluation, with the S&P 500 estimated to be 116% to 207% overvalued. Margin debt surged to a record $1.42 trillion, raisi...
