PGIM just launched an actively managed SMID-cap ETF with Jennison Associates at the helm, promising to do what passive indexes cannot in the messiest corner of the market. But with no holdings…
Hedge funds and macro desks pile into IWM for reasons that have nothing to do with returns, and retail investors copying that trade end up footing a quiet but compounding bill. The…
Small-cap stocks are staging their most dominant run against the S&P 500 in over two decades, and three ETFs are competing for the best seat at the table. Which one actually comes…
IWM is the default small-cap ETF on every financial channel, but that familiarity carries a hidden price tag that quietly compounds against buy-and-hold investors year after year. Before your next contribution, it…
The iShares Russell 2000 ETF (NYSEARCA:IWM) has given small-cap holders a year worth celebrating. IWM is trading at $296, up 20% year to date and 41% over the trailing 12 months, breaking…
For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, mega-cap technology names absorbed Wall Street’s attention, and smaller domestic companies sat quietly in…
Small caps are having a better 2026 than most investors expected. While large-cap indexes have struggled under the weight of mega-cap volatility, smaller comapnies with more domestic revenue have quietly held up…
The S&P 500 is down on the year through late March, but surprisingly, small caps are not. This divergence, while not dramatic in size, reflects something more meaningful happening underneath the surface…
The Federal Reserve cut rates three times between September and December 2025, bringing its benchmark rate down from 4.5% to its current level of 3.75%. Then it stopped. The January 2026 meeting…
First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY) targets smaller companies with growing dividends, but that dividend story has gotten complicated. Over the past year, the fund delivered 13.5% returns, roughly…
The Federal Reserve’s Chair Jerome Powell’s term is expiring on May 15, 2026. Donald Trump nominated Kevin Warsh to succeed him, and ETFs like Financial Select Sector SPDR ETF (NYSEARCA:XLF), iShares Core…
The biggest takeaway from Goldman Sachs’ 2026 investment forecast, at least in my view, has to be that a more active approach might be more worth considering over a passive one, especially…
As Warren Buffett’s tenure at Berkshire Hathaway (NYSE:BRK-A | BRK-A Price Prediction)(NYSE:BRK-B) winds down, his track record as an investor stands unmatched, delivering returns exceeding 5 million percent since he took the…
This past week, analysts over at Goldman Sachs (NYSE:GS | GS Price Prediction) made a bold prediction that the stock market would deliver 6.5% in annualized returns through 2035. Undoubtedly, that pours…
The small caps are starting to get cheap again after the latest round of market selling concentrated in the AI growth names. Undoubtedly, the small and mid-caps can be a rather turbulent…
