#sector-allocation

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#small-cap-etf #expense-ratio #interest-rates #mega-cap-concentration #spy-vs-mdy #mid-cap-diversification
Business
from24/7 Wall St.
19 hours ago

Small Cap Investors Should Watch This One Number Before Buying SCHA Right Now

SCHA is an extremely low-cost, broadly diversified small-cap ETF whose near-term performance hinges primarily on interest-rate trends and sector allocations (Industrials, Financials, Information Technology).
Business
from24/7 Wall St.
2 weeks ago

Investors Worried About Large Cap Concentration Risk Have a Great Option in MDY

The S&P 500 is highly concentrated in mega-cap technology while MDY provides broader sector diversification and much lower single-stock concentration.
Miscellaneous
from24/7 Wall St.
3 weeks ago

Read This Before Buying, or Holding iShares IEFA ETF In 2026

IEFA provides broad developed-market exposure outside North America, with currency movements and sector composition chiefly determining its returns in 2026.
from24/7 Wall St.
4 weeks ago

The Tiny $1.3b High Yield ETF That Retirees Should Consider Now | DHS

The WisdomTree U.S. High Dividend Fund ( NYSEARCA:DHS) offers retirees monthly income and capital appreciation. With $1.3 billion in assets and a 3.46% yield, this ETF holds diversified high-dividend U.S. equities. The fund's defensive tilt (41% in consumer staples, healthcare, and utilities) provides stability, while its 0.38% expense ratio keeps costs low. DHS delivers monthly distributions, attractive for retirees managing cash flow. Over the past year, the fund combined its 3.46% yield with 14.15% price appreciation for approximately 17.6% total return.
Business
Business intelligence
from24/7 Wall St.
1 month ago

2 Top Active JPMorgan ETFs Worth Buying and Holding for the New Year

JPMorgan offers actively-managed ETFs such as JAVA that combine active value strategies, competitive fees, and sector-focused allocations to potentially outperform over the long term.
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