Dividends And Low Volatility Were Among 2014's Top Equity Factors. Will 2015 See A Repeat Or A Change?
Invesco US - Seeking Alpha - Thu Feb 05, 11:19AM CST
By Nick Kalivas As investors settle into 2015, it may be useful to take a look back at factor performance in 2014. Although past performance is no guarantee of future results, a review of the past can be helpful in understanding where the stock...
XSLV: 34.49 (+0.43)
After The Perfect Storm In U.S. Smaller-Cap Stocks
AllianceBernstein - Seeking Alpha - Tue Feb 03, 12:04PM CST
By Bruce K. Aronow and James MacGregor Last year was a tough one for US small- and mid-cap stocks, but there's reason to think 2015 may be different. For investors who trimmed their smaller-cap allocation last year, we think it may be time to...
IWR: 175.91 (+1.54), TZA: 9.88 (-0.26), IVOO: 103.55 (+1.08), VO: 130.27 (+1.11), SDD: 35.00 (-1.56), SCHA: 58.29 (+0.46), SMLL: 138.25 (unch), SRTY: 25.48 (-0.69), UMDD: 135.51 (+3.85), CSF: 39.34 (+0.45), VB: 123.44 (+1.15), SCHM: 43.68 (+0.38), SMDD: 30.04 (-1.03), PXMC: 41.20 (+0.26), RWJ: 58.96 (+0.50), RWK: 50.83 (+0.52), MYY: 15.34 (-0.18), SLY: 109.65 (+1.08), SAA: 123.50 (+1.33), VIOO: 107.48 (+1.10), FNX: 55.07 (+0.63), RWM: 14.55 (-0.14), IWC: 80.49 (+0.35), MDLL: 136.74 (unch), FDM: 34.34 (+0.40), MVV: 82.31 (+1.55), SMLV: 78.97 (+0.47), IWM: 125.99 (+1.10), IJR: 119.50 (+1.25), MZZ: 36.48 (-0.83), SBB: 49.59 (-0.54), TNA: 92.59 (+2.29), FYX: 51.14 (+0.57), MIDU: 115.45 (+3.51), RSCO: 88.74 (+1.06), TWOK: 74.81 (+0.54), DWAS: 42.29 (+0.20), TWM: 35.00 (-0.65), MIDZ: 9.94 (-0.32), IJH: 153.69 (+1.47), EZM: 97.35 (+0.92), WMCR: 28.17 (+0.06), CZA: 51.59 (+0.29), URTY: 107.46 (+2.67), XSLV: 34.49 (+0.43), PXSC: 36.92 (+0.42), VTWO: 100.61 (+0.84), EWRS: 46.19 (+0.27), XMLV: 34.38 (+0.27), ZSML: 27.03 (+0.24), UWM: 99.44 (+1.67), PZI: 16.40 (+0.15), JKJ: 145.56 (+1.69), MDY: 279.67 (+2.36), JKG: 155.25 (+1.49), EWRM: 52.62 (+0.34)
Can Small Cap Low Volatility ETFs Continue Their Hot Streak? - ETF News And Commentary
Zacks Equity Research - ZACKS - Mon Jan 12, 9:02AM CST
Small cap ETFs that target low volatility securities have been strong performers, but can they keep up their winning ways in 2015?
XSLV: 34.49 (+0.43), CSF: 39.34 (+0.45), SMLV: 78.97 (+0.47), IWM: 125.99 (+1.10)
A Closer Look At Small Caps
Manning & Napier - at Seeking Alpha - Fri Jan 09, 2:54AM CST
When we wrote about small cap stocks in June 2011, we concluded that they faced a number of headwinds and were unlikely to continue their strong outperformance versus large caps that began in 2000. This outlook was strongly supported by relative...
IJR: 119.50 (+1.25), SBB: 49.59 (-0.54), TZA: 9.88 (-0.26), SDD: 35.00 (-1.56), FYX: 51.14 (+0.57), SCHA: 58.29 (+0.46), TNA: 92.59 (+2.29), SMLL: 138.25 (unch), SRTY: 25.48 (-0.69), TWOK: 74.81 (+0.54), RSCO: 88.74 (+1.06), DWAS: 42.29 (+0.20), CSF: 39.34 (+0.45), TWM: 35.00 (-0.65), VB: 123.44 (+1.15), WMCR: 28.17 (+0.06), XSLV: 34.49 (+0.43), URTY: 107.46 (+2.67), RWJ: 58.96 (+0.50), PXSC: 36.92 (+0.42), VTWO: 100.61 (+0.84), EWRS: 46.19 (+0.27), SLY: 109.65 (+1.08), SAA: 123.50 (+1.33), VIOO: 107.48 (+1.10), RWM: 14.55 (-0.14), IWC: 80.49 (+0.35), UWM: 99.44 (+1.67), PZI: 16.40 (+0.15), FDM: 34.34 (+0.40), JKJ: 145.56 (+1.69), SMLV: 78.97 (+0.47), IWM: 125.99 (+1.10)
4 Reasons To Consider A Low Volatility Approach To Small-Cap Stocks
Invesco US - Seeking Alpha - Wed Dec 03, 12:13PM CST
By Nick Kalivas Between Dec. 31, 2013, and Nov. 19, 2014, large-cap stocks outpaced small caps by 11.26% (the S&P 500 Index returned 12.87% versus 1.61% for the S&P 600 Index). 1 Given this recent underperformance, and given that...
XSLV: 34.49 (+0.43)
Equity Shock Absorbers Pass October Test
AllianceBernstein - Seeking Alpha - Thu Oct 23, 4:46PM CDT
By Kent Hargis and Chris Marx After nearly nine months of calm, equity market volatility has returned and is threatening investors with the prospect of losing money. We believe the recent episode in US and global stocks reinforces the case for...
XSLV: 34.49 (+0.43), JPMV: 57.67 (+0.61), HDLV: 27.40 (+0.43), SPLV: 38.46 (+0.44), CFA: 37.52 (+0.54), EFAV: 66.90 (+1.03), XMLV: 34.38 (+0.27), CIZ: 35.91 (+0.71), CSF: 39.34 (+0.45), CFO: 37.64 (+0.32), AXJV: 52.39 (+0.17), IDLV: 31.66 (+0.55), HILO: 14.36 (+0.19), SMLV: 78.97 (+0.47), EEMV: 58.22 (+0.55), ACWV: 72.16 (+0.60), CDC: 36.77 (+0.34), EUMV: 24.39 (+0.43), EELV: 25.77 (+0.29), USMV: 41.93 (+0.33), LGLV: 74.32 (-0.41)
Small caps lead late-session bounce
Seeking Alpha - at Seeking Alpha - Wed Oct 15, 2:08PM CDT
IJR: 119.50 (+1.25), SBB: 49.59 (-0.54), TZA: 9.88 (-0.26), SDD: 35.00 (-1.56), FYX: 51.14 (+0.57), TNA: 92.59 (+2.29), SCHA: 58.29 (+0.46), SRTY: 25.48 (-0.69), TWOK: 74.81 (+0.54), RSCO: 88.74 (+1.06), DWAS: 42.29 (+0.20), CSF: 39.34 (+0.45), TWM: 35.00 (-0.65), VB: 123.44 (+1.15), WMCR: 28.17 (+0.06), DIA: 180.96 (+1.30), XSLV: 34.49 (+0.43), URTY: 107.46 (+2.67), RWJ: 58.96 (+0.50), PXSC: 36.92 (+0.42), VTWO: 100.61 (+0.84), EWRS: 46.19 (+0.27), SLY: 109.65 (+1.08), SAA: 123.50 (+1.33), VIOO: 107.48 (+1.10), RWM: 14.55 (-0.14), IWC: 80.49 (+0.35), UWM: 99.44 (+1.67), QQQ: 108.53 (+0.45), PZI: 16.40 (+0.15), FDM: 34.34 (+0.40), JKJ: 145.56 (+1.69), SMLV: 78.97 (+0.47), IWM: 125.99 (+1.10)
The Fascinating Relationship Between Low Volatility And Value
Alpha Architect - at Seeking Alpha - Tue Oct 14, 6:53PM CDT
By Wesley R. Gray, Ph.D. A week ago, we posted an article that presented simulation performances of low-volatility strategies. The results illustrated that low-volatility portfolios do have higher returns and lower risks than high-volatility...
XSLV: 34.49 (+0.43), CSF: 39.34 (+0.45), CFO: 37.64 (+0.32), HDLV: 27.40 (+0.43), SPLV: 38.46 (+0.44), CFA: 37.52 (+0.54), SMLV: 78.97 (+0.47), XMLV: 34.38 (+0.27), CDC: 36.77 (+0.34), USMV: 41.93 (+0.33), LGLV: 74.32 (-0.41)
Compass Launches Small Cap Low Volatility ETF - ETF News And Commentary
Zacks Equity Research - ZACKS - Wed Aug 06, 7:00AM CDT
Investors might be able to find their way with this new small cap ETF from Compass.
XSLV: 34.49 (+0.43), CSF: 39.34 (+0.45), SMLV: 78.97 (+0.47), IWM: 125.99 (+1.10)