2nd Quarter US Benchmark ETF Update

The first quarter was rather turbulent. But given the unexpected burst of inflation and the savage Russian invasion of the Ukraine, the final price reading of the S&P 500 of -5.2% comes almost as a relief.  A late rally in March mitigated the overall damage The ETF reports on ValuEngine that follow market benchmarks provide … Read more

Is It Time for Actively Managed Value ETFs?

There is no sugarcoating it.  January was a lousy month for the market.  Many pundits are certain that this is the beginning of a yearlong downturn. Other experts are calling this a dip and a buying opportunity.  Our models at ValuEngine are mixed with a six-month forecast on S&P 500 ETFs of +2.6% but a … Read more

2022 Market Forecasts: Sell in May and Go Away?

A common toast has been: “May 2022 be better than 2021!”  However, where the US Stock Market is concerned, most of us would gratefully accept a repeat of 2021’s returns.   The ETF reports on ValuEngine.com for funds that follow market benchmarks provide a side benefit in writing market analyses.  They are a window to implicit … Read more

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