Actively Managed vs. Indexed ETFs – DBLV: A Case Study Inside AdvisorShares DoubleLine Value Equity ETF

The biggest surge in new ETFs during the past 12 months has switched from ESG/Other thematic to actively managed ETFs. The preponderance of these new offerings and filings have come from major mutual fund houses and investment banks. Three ETFs are compared below regarding this topic. I’ve recently written an article that explains the many … Read more

How does DEF stack up against Consumer Staples ETFs?

About a month ago, this blog profiled the defensive qualities of the three largest ETFs representing the US Consumer Staples Sector.  One of our readers asked a logical question.  How did DEF, the Invesco Defensive Equity ETF, stack up against the sector ETFs?  After all, its objective of its rules-based methodology is to select companies … Read more

Mid-Year Market Forecasts

The ETF reports on ValuEngine for funds that follow market benchmarks provide a side benefit in writing market analyses.  They allow me to discuss the implicit forecast for 1-, 3-, 6- and 12-month forecasts our models are making for each benchmark’s ETF portfolio.  This is because the ratings and projections combine bottom-up constituent analysis with … Read more