Three ETFs all claim to own quality businesses, yet only four companies appear in all three portfolios. The definition of quality turns out to matter enormously for what ends up in your…
COWZ, QUAL, and SPHQ each aim to put you in higher-quality companies, but their portfolios barely recognize each other. Before you stack two of these funds for diversification, you need to see…
The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding for tens of millions of investors. It tracks the S&P 500, charges 0.0945% in expenses, pays a 1.25% dividend yield, and has…
The quality factor tends to earn its keep when investors start worrying about balance sheets again, and the Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) is making that case in real time. SPHQ…
If you want a quality-factor tilt on U.S. large caps, the two cleanest options are the Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) and the JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA). Both screen…
With the S&P going flat for nearly two quarters and recently slipping just north of 3% from its highs, the market certainly feels “toppy,” and the negative headlines predicting some sort of…
When most investors think about S&P 500 exposure, they picture owning the entire market. But what if you could filter that universe down to only the most financially sound companies? That’s the…
Considering the growing popularity of exchange-traded funds (ETFs) across the country, it is time to rebalance your portfolio before 2026. Whether you’ve invested in stocks and are looking to reallocate the funds…
Friday’s market meltdown laid bare the vulnerabilities of the S&P 500. The index plunged 2.7%, erasing weekly gains amid President Trump’s threat of massive new tariffs on Chinese imports. This sharp drop…
