Microsoft

Carrier Global

Raytheon Technologies

Apple

General Electric

Philip Morris

UnitedHealth Group

Royal Caribbean Cruises

Capital Group Dividend Value ETF

CGDV is an actively managed fund that primarily invests in stocks of dividend-paying, large- and mid-cap US companies. The fund seeks to produce income exceeding the average yield on US stocks.

Avantis US Large Cap Value ETF

Avantis U.S. Small Cap Value ETF

Capital Group World Dividend Growers Etf

Eaton Vance Floating-Rate ETF

Neos Nasdaq-100 High Income ETF

Neos S&P 500 High Income ETF

VictoryShares Free Cash Flow ETF

Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.

Beyond the Behemoths: Smaller ETF Standouts of 2024

Schwab US Dividend Equity ETF

Capital Group Dividend Value ETF offers strong capital appreciation potential and a reasonable expense ratio of 0.33%. Recent sector rebalancing towards consumer-facing companies aligns with favorable economic conditions, enhancing CGDV's growth potential. Pairing CGDV with SCHD provides a balanced strategy, combining capital appreciation from CGDV and higher dividend income from SCHD.

CGDV: Strong ETF That Pairs Up Well With SCHD

Fidelity High Dividend ETF

Fidelity High Dividend ETF (FDVV) offers market-beating returns with lower risk through a diversified portfolio of high-quality dividend-paying value and growth stocks. FDVV's smart-beta strategy and exposure to growth and values stocks enhance its performance in both bull and bear markets. CGDV's strategy of holding stakes in fundamentally sound value and growth stocks also make it an attractive option.

Dividend Investing: FDVV Has An Edge Over CGDV

VanEck Energy Income ETF

AB US High Dividend ETF

FlexShares Quality Dividend Defensive Index Fund

First Trust NASDAQ Technology Dividend Index Fund

Dividend-paying stocks provide a steady income stream and help mitigate potential losses during weaker market periods.

Best-Performing Dividend ETFs of the First Nine Months of 2024

Blackrock Large Cap Value Etf

Dimensional US Equity ETF

Fidelity Blue Chip Growth ETF

JPMorgan Equity Focus ETF

T Rowe Price US Equity Research ETF

Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry's flows this year, as of August. This is more than triple the market share achieved during 2021, when ETFs gathered more than $900 billion, the current record.

Advisors Very Comfortable With Active Equity ETFs

Vanguard Short-Term Bond ETF

Dimensional Short-Duration Fixed Income ETF

WisdomTree India Earnings Fund

Franklin FTSE India ETF

SPDR Gold Trust

SPDR Gold MiniShares Trust

iShares Gold Trust

iShares MSCI India ETF

PIMCO Enhanced Short Maturity Active ETF

VanEck Merk Gold Trust

Global X U.S. Infrastructure Development ETF

VanEck Vectors Pharmaceutical ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Long-Term Treasury ETF

BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF

Consumer Staples Select Sector SPDR Fund

Blurring the lines between conference and festival, this year's Future Proof brought thousands of attendees to the summery shores of Huntington Beach in Los Angeles.

DoubleLine's Jeff Gundlach on the Fed, Gold and Private Credit

iShares Core U.S. Aggregate Bond ETF

ARK 21Shares Bitcoin ETF

Blackrock Flexible Income ETF

Bitwise Bitcoin ETP Trust

Vanguard Total Bond Market ETF

Blackrock US Equity Factor Rotation ETF

Ishares Ethereum Trust

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P 500 ETF

Janus Henderson AAA CLO ETF

JPMorgan Nasdaq Equity Premium Income ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

Vanguard S&P 500 ETF

Vanguard Total Stock Market ETF

Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out.

Active, Crypto & Core ETFs, Oh My

iShares 10+ Year Investment Grade Corporate Bond ETF

iShares Core S&P Small Cap ETF

Global X U.S. Preferred ETF

VanEck Preferred Securities ex Financials ETF

Invesco QQQ

VictoryShares Small Cap Free Cash Flow ETF

Aberdeen Standard Gold ETF Trust

SPDR Portfolio Long Term Treasury ETF

 SPDR Blackstone Senior Loan ETF

Vanguard Small-Cap ETF

Vanguard Long-Term Corporate Bond ETF

Vanguard Real Estate ETF

Vanguard Russell 2000 ETF

Real Estate Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Invesco S&P SmallCap Momentum ETF

The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.

Positioning Ahead of the Fed: ETFs for a Lower Rate Era

Actively managed CGDV combines dividends and value in a portfolio of chiefly high-quality stocks from the large-cap echelon with a small international exposure. The current version of the Capital Group Dividend Value ETF portfolio has 50 equities, with most of the net assets allocated to industrials. Real estate is absent. I believe the Fund deserves an upgrade owing to its impressive performance. It solidly beat IVV over March 2022–July 2024, capturing less downside and more upside.

CGDV: A High-Quality Outperformer Deserves A Rating Upgrade

Avantis International Small Cap Value ETF

Angel Oak Income ETF

Pacer US Cash Cows 100 ETF

iShares 7-10 Year Treasury Bond ETF

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Global X MLP & Energy Infrastructure ETF

Cohen & Steers Quality Income Realty Fund

Vanguard Small Cap Value ETF

Vanguard Value ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Energy Select Sector SPDR Fund

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

Capital Group Core Plus Income ETF

Capital Group Growth ETF

Capital Group International Equity Etf

Capital Group Core Equity ETF

Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm's asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024.

Newer Active ETFs From Capital Group Offer More Conservative Approach

T.Rowe Price Small-Mid Cap ETF

T Rowe Price International Equity ETF

Investors poured $20 billion into actively managed ETFs in May, representing 21% of the industry's cash haul. This continues a yearlong trend.

Active ETFs Still Popular In May

Capital Group Dividend Value ETF focuses on companies that pay dividends and have the potential to pay dividends, while providing a dividend yield of 1.7%. CGDV is likely to provide a superior return comprised of both dividend income and capital appreciation. The more focused set of holdings captures more upside movement. The fund has a short history but has a reasonable expense ratio and a strategy of investing in dividend-paying stocks with market caps larger than $4B.

CGDV: Concentrated ETF Captures More Upside And Outperforms S&P 500

Capital Group Dividend Value ETF is a good option for low-risk investors looking to outperform the tech-driven bull run. The ETF's portfolio strategy of holding stakes in fundamentally strong dividend-paying value and growth stocks from various sectors contributes to its high-risk adjusted returns. CGDV's total returns have outperformed the broader stock market index in the last year, and its momentum is expected to continue in the short and long-term.

CGDV: A Solid Low Risk ETF With Market Beating Returns Potential

Valuation gaps between value and growth stocks are at decades-high. Value could outperform from here on out. Value ETFs offer investors diversified exposure to cheaply valued stocks. Three funds stand out from the pack.

3 Value ETFs With Strong Returns And Upside Potential

CGDV is a U.S. large-cap equity fund with a slight dividend and value tilt. CGDV has outperformed since inception, and quite significantly so. It has stronger returns than the S&P 500 and most dividend ETFs, including SCHD. It only yields 1.5%, but is moderately cheaper than average.

CGDV: Strong Value ETF, Outstanding Performance, Below-Average Valuation

CGDV only has a short two-year track record, but this actively managed ETF has already demonstrated it's possible for dividend strategies to outperform the broader market. While CGDV lacks the downside protection offered by many peers in the large-cap value ETF category, it's one of the few to offer nearly 10% estimated earnings per share growth. This feature means dividend ETF investors don't necessarily have to sacrifice total returns for income, though CGDV's modest 1.81% expected dividend yield is not competitive.

CGDV: Top-Performing Dividend ETF With Excellent Earnings Growth Potential

Capital Group is one of the largest asset managers in the world, with some very large ETFs. That said, it still has just about ten ETFs per VettaFi's ETF Database.

Capital Group's Framsted on Active Fixed Income ETFs

Capital Group Dividend Value ETF is an actively managed ETF that focuses on dividend-paying common stocks of established U.S. companies. The CGDV ETF aims to generate steady income that surpasses the mean yield of the S&P 500 and primarily targets businesses with a proven track record of dividend payments.

CGDV: Really Strong Performance As A Dividend Play

Dimensional US Core Equity 2 ETF

Federated Hermes Total Return Bond ETF

Grayscale Bitcoin Trust

JPMorgan Equity Premium Income ETF

Parametric Equity Premium Income ETF

T Rowe Price Capital Appreciation Equity ETF

AB Ultra Short Income ETF

To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the Nasdaq MarketSite to help ring the opening bell last week. Exchange will be the industry's largest ETF-, and most valuable advisor-focused, conference.

Exchange: Reuniting the ETF Community

CGDV offers an active take on the value factor with an income ingredient. CGDV delivers an interesting factor story, but certainly not for value or dividend maximalists, since it has exposure to numerous richly priced stocks. I appreciate the fund's strong quality characteristics coupled with its remarkable performance since inception.

CGDV: High Quality, But Weak Yield, A Lot To Dislike On The Value Front

CGDV has better qualities than the benchmark ETF but the pace of dividend growth looks set to slow even further. We think the dividend qualities of CGDV's top holdings are solid, and its exposure to the tech sector could abet it as well. Despite a largely favorable take on this product, we conclude with some thoughts on why a fresh long position may not be too conducive at this juncture.

CGDV ETF: A Competent ETF, But Not Quite A Buy

Capital Group Core Balanced ETF

In September, Capital Group expanded its already popular active ETF lineup. The five new ETFs included two new equity ETFs, two new fixed income ETFs, and one asset allocation ETF.

How Capital Group's New Active ETFs Are Positioned for 2024

Avantis Emerging Markets Equity ETF

Avantis US Equity ETF

Dimensional International Core Equity Market ETF

Dimensional Core Fixed Income ETF

Dimensional Emerging Markets Core Equity 2 ETF

Dimensional Emerging Markets Value ETF

Dimensional International Core Equity 2 ETF

Dimensional International Value ETF

Dimensional US High Profitability ETF

iShares MSCI Emerging Markets ETF

Fidelity Total Bond ETF

First Trust TCW Opportunistic Fixed Income ETF

Janus Henderson Mortgage-Backed Securities ETF

Putnam ESG Core Bond ETF

PGIM Ultra Short Bond ETF

And, plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it's true. A significant chunk of the $289 billion that has entered U.S.-listed ETFs year to date went into active products — 22%, in fact.

2023's Overactive Active ETF Flows Are Mostly a Mirage

Capital Group Global Growth Equity ETF

Capital Group Municipal Income ETF

Capital Group International Focus Equity ETF

Capital Group launched its first set of active ETFs in early 2022 with much success and has continued to grow. The impressive first 12 months as an ETF provider included crossing the $7 billion in assets under management mark.

Capital Group Provides Advisors Ability to Manage Risk Tolerance

News for Capital Group Dividend Value ETF ETF (CGDV)