Yuav Ua Li Cas Kom Zam Tsis Zoo Tshaj ETFs 3Q22

Lus Nug: Vim li cas thiaj muaj ntau ETFs?

Teb: Kev tshaj tawm ETF yog qhov muaj txiaj ntsig, yog li Wall Street khaws cov khoom lag luam ntau dua los muag.

Ntau tus ETFs muaj me ntsis ua nrog rau kev pabcuam koj cov txiaj ntsig zoo tshaj plaws raws li tus neeg ua lag luam. Kuv leverage cov ntaub ntawv txhim khu kev qha thiab cov tswv cuab los txheeb xyuas peb tus chij liab uas koj tuaj yeem siv kom tsis txhob ETFs phem tshaj:

1. Kev tsis txaus ntseeg

Qhov teeb meem no yog qhov yooj yim tshaj kom zam, thiab kuv cov lus qhia yooj yim. Zam txhua ETFs nrog tsawg dua $ 100 lab hauv cov cuab tam. Cov qib qis ntawm cov kua dej tsawg tuaj yeem ua rau muaj qhov sib txawv ntawm tus nqi ntawm ETF thiab tus nqi hauv qab ntawm kev ruaj ntseg nws tuav. Cov ETFs me me kuj feem ntau muaj cov khoom lag luam qis dua, uas txhais tau rau cov nqi lag luam ntau dua los ntawm kev sib tw loj-nug sib kis.

2. Tus nqi siab

ETFs yuav tsum pheej yig, tab sis tsis yog txhua tus ntawm lawv. Thawj kauj ruam yog los ntsuas qhov pheej yig txhais tau li cas.

Txhawm rau kom ntseeg tau tias koj tau them ntawm lossis qis dua tus nqi nruab nrab, nqis peev tsuas yog hauv ETFs nrog tag nrho cov nqi txhua xyoo hauv qab 0.46% - qhov nruab nrab tag nrho cov nqi txhua xyoo ntawm 689 US Equity Style ETFs kuv ruaj ntseg npog. Qhov hnyav nruab nrab yog qis dua ntawm 0.13%, uas qhia txog yuav ua li cas cov tub ua lag luam nyiam tso lawv cov nyiaj hauv ETFs nrog cov nqi qis.

Daim duab 1 qhia Emles Alpha Opportunities ETF (EOPS) yog qhov kim tshaj plaws ETF thiab JPMorgan BetaBuilders US Equity ETF BBUS
yog tus nqi qis tshaj. Txoj Kev Xeev (SPGL, SPTM
ETFs yog cov pheej yig tshaj plaws.

Daim duab 1: 5 Feem ntau thiab Nqis Tsawg ETFs

Cov tub lag luam yuav tsum tsis txhob them tus nqi siab rau kev tuav pov hwm zoo. iShares Morningstar Tus Nqi ETF (ILCV) yog qhov zoo tshaj plaws ranked style ETF nrog tus nqi qis. ILVC qhov txaus nyiam Portfolio Management ntsuam xyuas thiab 0.04% tag nrho cov nqi txhua xyoo khwv tau nws qhov kev ntaus nqi txaus nyiam. Alpha Architect US Quantitative Tus Nqi ETF QAV
yog qhov zoo tshaj plaws ranked style ETF zuag qhia tag nrho uas ua tau raws li qhov tsawg kawg nkaus liquidity. QVAL qhov txiaj ntsig zoo tshaj plaws ntawm Kev Tswj Xyuas Kev Lag Luam thiab 0.54% tag nrho cov nqi txhua xyoo kuj tau txais nws qhov kev ntaus nqi txaus nyiam.

Ntawm qhov tod tes, iShares Morningstar Small Cap Growth ETF (ISCG) tuav cov khoom lag luam tsis zoo thiab tau txais txiaj ntsig tsis txaus ntseeg, txawm tias muaj tus nqi qis txhua xyoo ntawm 0.07%. Txawm tias pheej yig npaum li cas ETF zoo li, yog tias nws tuav cov khoom tsis zoo, nws qhov kev ua tau zoo yuav tsis zoo. Qhov zoo ntawm ETF qhov kev tuav pov hwm tseem ceeb tshaj nws cov nqi tswj hwm.

3. Kev tuav pov hwm tsis zoo

Kev zam kev tuav pov hwm tsis zoo yog qhov nyuaj tshaj plaws ntawm kev zam ETFs tsis zoo, tab sis nws kuj yog qhov tseem ceeb tshaj plaws vim tias ETFs kev ua tau zoo yog txiav txim siab ntau dua los ntawm nws cov tuav ntau dua li nws cov nqi. Daim duab 2 qhia txog ETFs nyob rau hauv txhua tus qauv nrog cov kev tswj hwm kev lag luam phem tshaj plaws, kev ua haujlwm ntawm cov nyiaj tuav pov hwm.

Daim duab 2: Style ETFs nrog qhov phem tshaj Holdings

InvescoIVZ
thiab Xeev Txoj Kev tshwm sim ntau dua li lwm tus neeg muab kev pabcuam hauv daim duab 2, uas txhais tau hais tias lawv muab ETFs feem ntau nrog cov tuav tsis zoo.

Roundhill MEME ETF (MEME) yog qhov phem tshaj ETF nyob hauv daim duab 2. Tidal SoFi Gig Economy ETF GIGE
, Invesco S&P Small Cap High Dividend Tsawg Volatility ETF XSHD
, Nuveen Small Cap Xaiv ETF (NSCS), iShares Morningstar Small Cap Loj ETF (ISCG), thiab IndexIQ US Mid Cap R&D Cov Thawj Coj ETF (MRND) kuj tau txais qhov tsis txaus ntseeg kwv yees tag nrho qhov ntsuas, uas txhais tau tias tsis yog lawv tuav cov khoom tsis zoo xwb, lawv them tus nqi siab tag nrho txhua xyoo.

Qhov phom sij hauv

Kev yuav ib qho ETF yam tsis tau txheeb xyuas nws cov kev tuav pov hwm yog zoo li kev yuav ib qho khoom lag luam yam tsis tau txheeb xyuas nws cov qauv kev lag luam thiab nyiaj txiag. Muab lwm txoj hauv kev, kev tshawb fawb ntawm ETF tuav yog qhov tsim nyog vim kev mob siab rau vim tias ETF qhov kev ua tau zoo tsuas yog zoo li nws cov tuav.

Kev ua haujlwm ntawm ETFs HOLDINGs - FEES = Kev Ua Haujlwm ntawm ETF

Qhia tawm: David Trainer, Kyle Guske II, Matt Shuler, thiab Brian Pellegrini tsis tau txais kev them nyiaj los sau txog cov khoom tshwj xeeb, style, lossis cov ntsiab lus.

Source: https://www.forbes.com/sites/greatspeculations/2022/09/14/how-to-avoid-the-worst-style-etfs-3q22/