In 2026, the iShares MSCI USA Momentum Factor ETF (MTUM) has significantly outperformed the SPDR S&P 500 ETF Trust (SPY), gaining 30.52% year-to-date compared to SPY's 10.34%. MTUM selects stocks based on price momentum, overweighting recent winners and underweighting laggards, unlike SPY which weights by market cap. Over longer periods, MTUM has consistently delivered higher returns despite slightly higher fees and potential tax inefficiencies. Investors should consider their time horizon, account type, and risk tolerance before swapping from SPY to MTUM, especially given momentum strategies' tendency to lag during market inflection points.
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...
In a volatile market influenced by the Fed, geopolitical events, and economic uncertainty, high-dividend closed-end funds (CEFs) like Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and DoubleLine Yield Opportunities Fund (DLY) present attractive opport...
The Columbia Seligman Premium Technology Growth (STK) closed-end fund is trading at its widest discount to net asset value in over ten years, currently 7.9%, driven by recent tech sector volatility and profit-taking. Despite a market pause since mid-...
Risk asset markets are currently supported by strong fiscal flows, including a private sector surplus exceeding $112 billion in June and significant Treasury injections. This fiscal strength is expected to sustain momentum in the S&P 500 through mid-...
The SCHD ETF has returned just under 2% in the past month, outperforming the S&P 500 ETF (SPY) by nearly 1%. Year-to-date, about 30 SCHD holdings have more than doubled the returns of SPY, which has returned 9.8%. Additionally, 31 SCHD holdings are t...
