SPDR Portfolio S&P 500 ETF · State Street SPDR
The cheapest S&P 500 ETF on the market at 0.02% — the same index as SPY and VOO in State Street's low-cost Portfolio series wrapper, at a deliberately low share price.
View Full Brief →
iShares Russell 1000 ETF · BlackRock
Tracks the Russell 1000 — the largest 1,000 US companies, reaching further down the size spectrum than the S&P 500 and applying no profitability screen.
View Full Brief →
Invesco Nasdaq 100 ETF · Invesco
The buy-and-hold version of QQQ: identical Nasdaq-100 exposure at 0.15% instead of 0.20%, launched in 2020 specifically for long-term investors rather than traders.
View Full Brief →
JPMorgan Nasdaq Equity Premium Income ETF · JPMorgan
JEPI's Nasdaq sibling: a defensive Nasdaq-100 stock book plus covered-call writing, converting tech volatility into a double-digit monthly income stream.
View Full Brief →
Vanguard Intermediate-Term Treasury ETF · Vanguard
Pure US Treasuries in the 3-10 year band at 0.04% — the cheapest route to the classic stock-hedging middle of the government curve.
View Full Brief →
iShares J.P. Morgan USD Emerging Markets Bond ETF · BlackRock
Dollar-denominated government bonds from 30+ emerging markets — sovereign credit risk with no currency risk, yielding above 5%.
View Full Brief →
iShares MSCI USA Momentum Factor ETF · BlackRock
US large and mid-caps with the strongest recent price momentum, rebalanced twice a year — a systematic bet that winners keep winning.
View Full Brief →
Vanguard Small-Cap Growth ETF · Vanguard
The growth half of the CRSP small-cap universe — ~600 fast-expanding smaller companies at a 0.07% fee.
View Full Brief →
iShares Russell 3000 ETF · BlackRock
The Russell 3000 — 96% of investable US market cap in one fund, the broadest Russell benchmark.
View Full Brief →
Schwab US Small-Cap ETF · Charles Schwab
The Dow Jones US Small-Cap Total Stock Market Index at 0.04% — among the cheapest small-cap funds in existence.
View Full Brief →
Vanguard Short-Term Inflation-Protected Securities ETF · Vanguard
TIPS maturing inside 5 years — inflation protection with minimal duration, the version of TIP that actually tracks CPI surprises.
View Full Brief →
Schwab US Large-Cap ETF · Charles Schwab
The Dow Jones US Large-Cap Total Stock Market Index — Schwab's answer to the S&P 500 at 0.03%, holding ~750 of the largest US companies.
View Full Brief →
Vanguard Mid-Cap Growth ETF · Vanguard
The growth half of the CRSP mid-cap universe — ~140 established companies still compounding fast, between small-cap chaos and mega-cap saturation.
View Full Brief →
iShares US Technology ETF · BlackRock
Pure-play US technology across hardware, software and semiconductors — one of the oldest and most concentrated tech sector funds.
View Full Brief →
Vanguard Long-Term Corporate Bond ETF · Vanguard
Investment-grade corporate bonds maturing in 10-25+ years — the highest-yielding IG corporate exposure, carrying the duration to match.
View Full Brief →
iShares 1-5 Year Investment Grade Corporate Bond ETF · BlackRock
Short investment-grade corporate bonds — the credit-market equivalent of BSV, trading a sliver of safety for a steady yield pickup over Treasuries.
View Full Brief →
iShares 5-10 Year Investment Grade Corporate Bond ETF · BlackRock
Intermediate investment-grade corporates — the middle path between IGSB's caution and VCLT's duration gamble.
View Full Brief →
SPDR Portfolio S&P 500 Growth ETF · State Street SPDR
The S&P 500 Growth index at 0.04% — IVW's identical twin at less than a quarter of the fee.
View Full Brief →
iShares Russell 2000 Growth ETF · BlackRock
The growth half of the Russell 2000 — the market's most speculative diversified segment, where tomorrow's mid-caps and failures share a portfolio.
View Full Brief →
Fidelity MSCI Information Technology Index ETF · Fidelity
MSCI's US technology sector at 0.084% — the cheapest pure-tech sector fund available, from Fidelity's index stable.
View Full Brief →
Vanguard Financials ETF · Vanguard
The complete US financial sector — banks, insurers, exchanges, asset managers and payment networks, ~370 holdings at 0.10%.
View Full Brief →
iShares Core High Dividend ETF · BlackRock
75 high-yielding US stocks screened for financial health via Morningstar's economic-moat framework — quality-filtered income at 0.08%.
View Full Brief →
ProShares S&P 500 Dividend Aristocrats ETF · ProShares
Every S&P 500 company with 25+ consecutive years of dividend increases, equally weighted — the strictest dividend-growth screen in the index world.
View Full Brief →
Vanguard Short-Term Treasury ETF · Vanguard
US Treasuries in the 1-3 year band at 0.04% — SHY's exposure at nearly a quarter of the fee.
View Full Brief →
iShares Broad USD High Yield Corporate Bond ETF · BlackRock
The broad US junk-bond market — 2,000+ below-investment-grade corporate bonds yielding near 7%, at an index-fund fee.
View Full Brief →
iShares Core International Aggregate Bond ETF · BlackRock
Investment-grade bonds from outside the US, currency-hedged to dollars — BlackRock's answer to BNDX at the same 0.07% fee.
View Full Brief →
Schwab Emerging Markets Equity ETF · Charles Schwab
FTSE emerging markets at 0.11% — China, India, Taiwan and Brazil large/mid-caps in Schwab's low-cost wrapper.
View Full Brief →
SPDR Portfolio S&P 1500 Composite Stock Market ETF · State Street SPDR
The S&P 1500 — the S&P 500, MidCap 400 and SmallCap 600 combined, covering ~90% of US market cap with S&P's profitability screens throughout.
View Full Brief →
JPMorgan Equity Premium Income ETF · JPMorgan
The largest active ETF in the world: a defensive S&P 500 stock portfolio plus covered-call option writing, converting equity volatility into a high monthly income stream.
View Full Brief →
iShares MSCI USA Quality Factor ETF · BlackRock
Large and mid-cap US stocks screened for high return on equity, stable earnings growth and low leverage — the quality factor in its purest index form.
View Full Brief →
SPDR Bloomberg 1-3 Month T-Bill ETF · State Street SPDR
The definitive cash-parking ETF: 1-3 month US Treasury bills, near-zero interest-rate risk, near-zero credit risk, yield that tracks the Fed's policy rate almost exactly.
View Full Brief →
Vanguard Real Estate ETF · Vanguard
The largest real estate fund in the world — ~160 US REITs spanning data centres, cell towers, warehouses, healthcare and housing, with mortgage REITs excluded.
View Full Brief →
iShares 0-3 Month Treasury Bond ETF · BlackRock
BlackRock's answer to BIL: 0-3 month Treasury bills at a lower 0.09% fee, now the fastest-growing cash-management ETF in the market.
View Full Brief →
Dimensional US Core Equity 2 ETF · Dimensional
Dimensional's flagship ETF: the whole US market, systematically tilted toward the small, value and profitable stocks that decades of academic research reward.
View Full Brief →
Vanguard Short-Term Bond ETF · Vanguard
Investment-grade bonds maturing in 1-5 years — about 70% Treasuries plus high-grade corporates, the classic middle ground between cash and a full bond fund.
View Full Brief →
iShares MBS ETF · BlackRock
Investment-grade US agency mortgage-backed securities — the Fannie Mae, Freddie Mac and Ginnie Mae bonds that fund America's housing market.
View Full Brief →
iShares 7-10 Year Treasury Bond ETF · BlackRock
The benchmark intermediate Treasury fund — pure US government bonds in the 7-10 year band, the classic portfolio ballast without TLT's violence.
View Full Brief →
Vanguard Tax-Exempt Bond ETF · Vanguard
Investment-grade municipal bonds whose income is exempt from federal tax — the cheapest broad muni fund in existence at 0.03%.
View Full Brief →
iShares MSCI USA Min Vol Factor ETF · BlackRock
US large and mid-caps engineered into the least-volatile portfolio the index rules allow — the smoother ride, accepted upfront at the cost of bull-market upside.
View Full Brief →
Vanguard Small-Cap Value ETF · Vanguard
The small-cap value corner of the US market — roughly 850 cheap, smaller companies, the segment with the strongest long-run factor record and the cheapest fund covering it.
View Full Brief →
Schwab US Large-Cap Growth ETF · Charles Schwab
Large-cap growth at 0.04% — the cheapest fund in its category, tracking ~250 of the fastest-growing US companies. Split 4-for-1 in October 2024; all figures split-adjusted.
View Full Brief →
iShares US Treasury Bond ETF · BlackRock
The whole US Treasury curve in one fund — every maturity from 1 to 30 years, pure government credit, no corporate or mortgage exposure.
View Full Brief →
JPMorgan Ultra-Short Income ETF · JPMorgan
An actively managed cash-plus fund: high-grade corporate and bank paper under one year, engineered to out-yield T-bill funds by a modest, steady margin.
View Full Brief →
iShares 1-3 Year Treasury Bond ETF · BlackRock
Short US Treasuries in the 1-3 year band — one notch of duration above a bill fund, the traditional first step out of cash.
View Full Brief →
Vanguard Extended Market ETF · Vanguard
Every US stock except the S&P 500 — roughly 3,500 mid, small and micro-caps in one fund, the exact complement to an S&P 500 core.
View Full Brief →
Vanguard Intermediate-Term Bond ETF · Vanguard
Investment-grade bonds maturing in 5-10 years — the middle of the curve, roughly 55% Treasuries and 45% high-grade corporates, at 0.04%.
View Full Brief →
Pacer US Cash Cows 100 ETF · Pacer
The 100 highest free-cash-flow-yield companies in the Russell 1000, rebalanced quarterly — a pure bet that cash generation, not stories, drives returns.
View Full Brief →
iShares TIPS Bond ETF · BlackRock
US Treasury Inflation-Protected Securities across all maturities — principal that adjusts upward with CPI, the direct hedge against inflation surprises.
View Full Brief →
iShares National Muni Bond ETF · BlackRock
The largest municipal bond fund in the world — 5,500+ investment-grade, federally tax-exempt state and local bonds.
View Full Brief →
iShares Short Treasury Bond ETF · BlackRock
Treasuries with under 12 months to maturity — a cash-equivalent fund one small step longer than the 0-3 month bill funds.
View Full Brief →
iShares ESG Aware MSCI USA ETF · BlackRock
The US large/mid-cap market, re-weighted toward higher ESG scorers and screening out weapons, tobacco and thermal coal — index investing with a sustainability tilt.
View Full Brief →
iShares MSCI EAFE Value ETF · BlackRock
The value half of developed international markets — cheap European and Japanese banks, energy, autos and industrials, with a 4.5% yield.
View Full Brief →
Janus Henderson AAA CLO ETF · Janus Henderson
Floating-rate AAA-rated slices of collateralised loan obligations — the highest tier of securitised corporate credit, yielding over 5% with near-zero duration.
View Full Brief →
iShares Russell Midcap ETF · BlackRock
The Russell Midcap — about 800 companies below the mega-caps, the institutional standard for the market's middle tier.
View Full Brief →
Grayscale Bitcoin Trust ETF · Grayscale
The original US bitcoin vehicle, converted to a spot ETF in January 2024. Each share represents direct ownership of bitcoin held in cold storage — at the market's highest fee.
View Full Brief →
SPDR S&P Dividend ETF · State Street SPDR
The S&P High Yield Dividend Aristocrats — companies that have raised their dividend for at least 20 consecutive years, weighted by yield.
View Full Brief →
Vanguard Value ETF · Vanguard
Vanguard's flagship large-cap value fund, tracking the CRSP US Large Cap Value Index. Over 300 holdings across financials, healthcare and industrials at a 0.03% expense ratio.
View Full Brief →
iShares S&P 500 Value ETF · BlackRock
Value half of the S&P 500, splitting the index by book-to-price, earnings-to-price and sales-to-price. A narrower, more rules-bound value definition than the broader CRSP or Russell approach
View Full Brief →
iShares S&P 500 Growth ETF · BlackRock
Growth half of the S&P 500, selected on sales growth, earnings-change-to-price and momentum. Heavily concentrated in technology and communication services mega-caps.
View Full Brief →
iShares Russell 1000 Value ETF · BlackRock
The long-standing benchmark for US large-cap value, drawing from the Russell 1000 rather than the S&P 500 — a broader universe of roughly 850 holdings with no profitability screen.
View Full Brief →
Vanguard Large-Cap ETF · Vanguard
Vanguard's broad large-cap fund tracking the CRSP US Large Cap Index — roughly the top 85% of US market capitalisation, slightly broader than the S&P 500.
View Full Brief →
Vanguard Mid-Cap ETF · Vanguard
Vanguard's mid-cap fund tracking the CRSP US Mid Cap Index — companies between roughly the 70th and 85th percentile of US market capitalisation.
View Full Brief →
Vanguard Small-Cap ETF · Vanguard
Vanguard's small-cap fund tracking the CRSP US Small Cap Index — roughly 1,400 holdings, a considerably broader universe than the Russell 2000.
View Full Brief →
iShares Core S&P Mid-Cap ETF · BlackRock
The largest mid-cap ETF by assets, tracking the S&P MidCap 400. Split 5-for-1 in February 2024 — all prices below are split-adjusted.
View Full Brief →
iShares Core S&P Small-Cap ETF · BlackRock
The largest small-cap ETF by assets, tracking the S&P SmallCap 600. Its profitability screen is the key structural difference from the Russell 2000.
View Full Brief →
Invesco S&P 500 Equal Weight ETF · Invesco
Holds all S&P 500 constituents at roughly equal 0.2% weights, rebalanced quarterly — a direct structural answer to mega-cap concentration.
View Full Brief →
iShares Core MSCI EAFE ETF · BlackRock
Developed-market equities outside the US and Canada — Europe, Australasia and the Far East. Roughly 2,600 holdings, with under 1% emerging-market exposure.
View Full Brief →
iShares Core MSCI Total International Stock ETF · BlackRock
Complete international coverage in one fund — developed and emerging markets, large through small cap, everywhere except the United States. Over 4,100 holdings.
View Full Brief →
Vanguard FTSE All-World ex-US ETF · Vanguard
Vanguard's broad international fund tracking the FTSE All-World ex-US Index — developed and emerging markets outside the United States, large and mid cap.
View Full Brief →
Vanguard Total World Stock ETF · Vanguard
The entire investable global equity market in one ticker — roughly 9,900 holdings across the US, developed and emerging markets, at every market cap.
View Full Brief →
Vanguard Total International Bond ETF · Vanguard
Investment-grade bonds issued outside the United States, currency-hedged back to US dollars — over 7,000 holdings across government and corporate debt.
View Full Brief →
Vanguard Total Stock Market ETF · Vanguard
Covers the entire US equity market — large, mid, and small cap. ~3,700 holdings. The broadest single-fund US market exposure.
View Full Brief →
iShares Core S&P 500 ETF · BlackRock
BlackRock's S&P 500 ETF. Nearly identical to VOO, preferred by institutions for liquidity and tight spreads. Ultralow cost.
View Full Brief →
Vanguard S&P 500 ETF · Vanguard
Tracks the S&P 500 index. One of the world's largest ETFs. Ideal for long-term core equity exposure at near-zero cost.
View Full Brief →
SPDR S&P 500 ETF Trust · State Street
The original and most-traded ETF in the world, tracking the S&P 500. Highest liquidity of any ETF — the benchmark for US equities.
View Full Brief →
Vanguard Total Bond Market ETF · Vanguard
Vanguard's total bond market fund. 10,000+ US investment-grade bonds. Nearly identical to AGG — core fixed income at rock-bottom cost.
View Full Brief →
Invesco QQQ Trust · Invesco
Tracks the Nasdaq-100. Heavy tech and growth concentration. Top holdings: MSFT, NVDA, AAPL, AMZN, META. High volatility, high potential.
View Full Brief →
Vanguard FTSE Developed Markets ETF · Vanguard
Broad exposure to developed international markets — Europe, Japan, Australia. 3,900+ holdings. Core international allocation.
View Full Brief →
iShares Core US Aggregate Bond ETF · BlackRock
Benchmark total US bond market ETF covering Treasuries, corporate, and mortgage-backed bonds. Core fixed income holding for balanced portfolios.
View Full Brief →
Vanguard Growth ETF · Vanguard
Tracks the CRSP US Large Cap Growth Index. Extremely low-cost growth ETF at 0.04% with heavy technology weighting.
View Full Brief →
GLD
Gold, Silver & Miners
SPDR Gold Shares · State Street
World's largest physically-backed gold ETF. Each share ~1/10 troy oz of gold. Pure gold price exposure, no dividends.
View Full Brief →
iShares Russell 1000 Growth ETF · BlackRock
Large and mid-cap US growth stocks from the Russell 1000. Broader than QQQ with 500+ holdings across multiple growth sectors.
View Full Brief →
Vanguard Information Technology ETF · Vanguard
Broad US technology sector exposure. Slightly wider than XLK — includes fintech. Low-cost Vanguard alternative for tech sector.
View Full Brief →
Vanguard Dividend Appreciation ETF · Vanguard
Tracks companies with 10+ years of consecutive dividend growth. The benchmark dividend growth ETF — quality over yield.
View Full Brief →
iShares Core MSCI Emerging Markets ETF · BlackRock
iShares Core emerging markets ETF. Broader than EEM — includes small-cap EM stocks. Low-cost core EM allocation.
View Full Brief →
Vanguard FTSE Emerging Markets ETF · Vanguard
Vanguard emerging markets ETF. Covers 5,000+ stocks across 24 developing economies. Lower cost than EEM at 0.08%.
View Full Brief →
Vanguard Total International Stock ETF · Vanguard
Total international equity ETF — all world ex-US. 8,000+ holdings across developed and emerging markets. Core international holding.
View Full Brief →
iShares Russell 2000 ETF · BlackRock
Benchmark small-cap ETF tracking 2,000 smaller US companies. Most liquid small-cap ETF, sensitive to domestic economic conditions.
View Full Brief →
SPDR Dow Jones Industrial Average ETF Trust · State Street
The original US ETF. Tracks the 30 blue-chip Dow components using price-weighting, so higher-priced shares like Goldman Sachs and Caterpillar drive returns most. Pays monthly.
View Full Brief →
SPDR S&P MidCap 400 ETF Trust · State Street
The first mid-cap ETF ever launched. ~400 mid-sized US companies with no single holding above ~1% — the diversified middle of the market that an S&P 500 fund leaves out.
View Full Brief →
Communication Services Select Sector SPDR Fund · State Street
GICS Communication Services — Meta, both Alphabet share classes, Netflix and telecom. Highly concentrated: the top three positions alone are over a third of the fund.
View Full Brief →
Materials Select Sector SPDR Fund · State Street
GICS Materials — industrial gases, chemicals, mining and aggregates. Linde anchors the fund defensively while Newmont and Freeport add direct gold and copper leverage.
View Full Brief →
Utilities Select Sector SPDR Fund · State Street
GICS Utilities — regulated electric, gas and water. The classic defensive sector with an above-market yield, now with an AI data-centre power demand tailwind.
View Full Brief →
Real Estate Select Sector SPDR Fund · State Street
GICS Real Estate — equity REITs, mortgage REITs excluded. Top holdings are data centres, cell towers and logistics warehouses, not traditional offices or malls.
View Full Brief →
Technology Select Sector SPDR · State Street
S&P 500 technology sector. Most-traded sector ETF. Concentrated in AAPL and MSFT which together represent ~45% of the fund.
View Full Brief →
Schwab US Dividend Equity ETF · Schwab
Tracks the Dow Jones US Dividend 100. Screens for dividend quality — 10+ years payments, strong cash flow, consistent growth.
View Full Brief →
iShares MSCI EAFE ETF · BlackRock
iShares developed market international ETF. Covers Europe, Australasia, and the Far East. Excludes US and emerging markets.
View Full Brief →
Vanguard Intermediate-Term Corporate Bond ETF · Vanguard
Vanguard's low-cost intermediate corporate bond fund covering US investment-grade debt with 5-10 year maturities. Over 2,300 bonds from top US corporations at near-zero 0.04% cost.
View Full Brief →
iShares Core S&P Total U.S. Stock Market ETF · BlackRock
iShares' total US market ETF covering the full S&P Total Market Index — over 2,500 stocks from large-cap to small-cap at 0.03%. iShares' answer to VTI for Schwab and iShares platform users.
View Full Brief →
Vanguard High Dividend Yield ETF · Vanguard
Broad high-yield dividend ETF tracking ~550 stocks. Value-tilted with 2.8-3.2% yield. Wider diversification than SCHD at the same low cost.
View Full Brief →
iShares 20+ Year Treasury ETF · BlackRock
US Treasury bonds 20+ years maturity. Extremely rate-sensitive duration play. Key vehicle for Fed rate cut positioning.
View Full Brief →
Vanguard Short-Term Corporate Bond ETF · Vanguard
Vanguard's short-term corporate bond fund covering investment-grade US corporate debt with 1-5 year maturities. High yield relative to duration — ideal for cash management and low-risk income.
View Full Brief →
Financial Select Sector SPDR · State Street
US financial sector — banks, insurers, asset managers. Benefits from rising rates and strong economic activity.
View Full Brief →
Health Care Select Sector SPDR · State Street
US health care sector — pharma, biotech, medical devices. Defensive characteristics with long-term demographic growth drivers.
View Full Brief →
Schwab International Equity ETF · Charles Schwab
Schwab's flagship international developed market ETF. Covers 1,500+ stocks across 22 developed markets ex-US at just 0.06% — among the lowest costs for international equity exposure.
View Full Brief →
IAU
Gold, Silver & Miners
iShares Gold Trust · BlackRock
iShares' physically-backed gold trust. Each share represents approximately 1/100th of a troy ounce of gold. Lower share price than GLD makes IAU more accessible for smaller investors.
View Full Brief →
iShares iBoxx $ Investment Grade Corporate Bond ETF · BlackRock
The benchmark investment-grade corporate bond ETF. 2,500+ bonds from top US and international corporations. Higher yield than Treasuries with investment-grade credit quality.
View Full Brief →
Energy Select Sector SPDR Fund · State Street
Top US oil and gas companies. XOM and CVX represent ~45% combined. Tracks crude oil closely with high dividend yield.
View Full Brief →
Schwab U.S. Broad Market ETF · Schwab
Low-cost total US market ETF tracking ~2,500 stocks. Schwab's flagship broad market fund at near-zero cost.
View Full Brief →
iShares Core Dividend Growth ETF · BlackRock
Screens for 5+ years of consecutive dividend growth and payout ratio under 75%. Quality dividend growth exposure at very low cost.
View Full Brief →
iShares MSCI ACWI ETF · BlackRock
All-country world equity ETF combining US and international developed and emerging markets. True single-fund global equity exposure.
View Full Brief →
Capital Group Dividend Value ETF · Capital Group
Capital Group's actively managed blend of dividend-paying US large caps with a value tilt. Research-driven approach from a top firm.
View Full Brief →
VanEck Semiconductor ETF · VanEck
The benchmark semiconductor ETF. 25 largest US-listed semiconductor companies including NVIDIA, TSMC, Broadcom, ASML. Concentrated exposure to the most critical industry of the AI era.
View Full Brief →
GDX
Gold, Silver & Miners
VanEck Gold Miners ETF · VanEck
Large-cap gold mining companies worldwide. Leveraged play on gold price — miners historically amplify gold moves by 2-3x.
View Full Brief →
Consumer Discretionary Select Sector SPDR · State Street
US consumer discretionary sector. Amazon and Tesla dominate at ~40% combined weight. Highly cyclical sector.
View Full Brief →
iShares MSCI Emerging Markets ETF · BlackRock
iShares emerging markets ETF. Top countries: China, India, Taiwan, South Korea, Brazil. Most liquid emerging market ETF.
View Full Brief →
Industrial Select Sector SPDR · State Street
US industrial companies — aerospace, defense, machinery, transportation. Benefits from reshoring and infrastructure spending.
View Full Brief →
iShares Bitcoin Trust ETF · BlackRock
Largest spot Bitcoin ETF in the world. Fastest ETF to reach $10B AUM in history. Direct Bitcoin exposure via BlackRock.
View Full Brief →
iShares iBoxx $ High Yield Corporate Bond ETF · BlackRock
The most liquid high-yield corporate bond ETF. 1,200+ below-investment-grade bonds offering 6-7% yield. Deep options market makes HYG the institutional standard for credit risk hedging.
View Full Brief →
iShares Select Dividend ETF · BlackRock
High-yield US dividend ETF selecting 100 stocks with the highest non-negative dividend yields. Heavy value tilt with significant exposure to utilities, energy, and financials. Strong income focus.
View Full Brief →
Vanguard FTSE Europe ETF · Vanguard
European equity market ETF tracking ~1,300 stocks across developed Europe. Broad, low-cost Europe exposure from Vanguard.
View Full Brief →
Vanguard Mega Cap Growth ETF · Vanguard
Concentrates on the largest US growth companies — the Magnificent 7 and peers. Pure mega-cap growth exposure at very low cost.
View Full Brief →
Vanguard Health Care ETF · Vanguard
Vanguard's comprehensive healthcare sector ETF. 400+ holdings across pharmaceuticals, biotech, medical devices, managed care, and healthcare services at just 0.10% — cheapest broad healthcare ETF.
View Full Brief →
WisdomTree U.S. Quality Dividend Growth Fund · WisdomTree
WisdomTree's quality dividend growth fund screening for long-term earnings growth, return on equity, and return on assets. Finds growing businesses that also pay dividends — combining quality factors with income.
View Full Brief →
iShares Semiconductor ETF · BlackRock
iShares' semiconductor ETF tracking the Philadelphia Semiconductor Index. 30 holdings including Broadcom, NVIDIA, AMD, Intel. Broader than SMH — includes more mid-cap chip companies.
View Full Brief →
SLV
Gold, Silver & Miners
iShares Silver Trust · BlackRock
Physically-backed silver ETF. Top 2025 performer driven by industrial and investment silver demand. Each share ~0.94 oz of silver.
View Full Brief →
Consumer Staples Select Sector SPDR · State Street
Defensive consumer staples — P&G, Costco, PepsiCo, Coca-Cola. Low volatility, recession-resistant with steady dividends.
View Full Brief →
iShares MSCI Japan ETF · BlackRock
The largest and most liquid Japan equity ETF. Covers 200+ Japanese large and mid-cap stocks. Heavily weighted in Toyota, Sony, SoftBank. Corporate governance reforms are unlocking shareholder value.
View Full Brief →
GLDM
Gold, Silver & Miners
SPDR Gold MiniShares Trust · State Street
State Street's low-cost gold MiniShares trust. One-third the expense ratio of GLD at just 0.10%. Smaller share size makes it ideal for regular gold purchases. Physical gold held in HSBC London vaults.
View Full Brief →
Fidelity Wise Origin Bitcoin Fund · Fidelity
Fidelity's spot Bitcoin ETF. Second largest spot BTC ETF by AUM. Custodied directly by Fidelity Digital Assets.
View Full Brief →
iShares MSCI India ETF · BlackRock
The largest India-focused ETF with $9.8B AUM. Covers 80+ Indian large and mid-cap stocks. Dominated by Reliance, HDFC Bank, Infosys, ICICI. Captures India's fastest-growing major economy.
View Full Brief →
iShares MSCI ACWI ex U.S. ETF · BlackRock
Complete non-US global equity exposure in one fund. Covers 1,800+ stocks across 47 countries — developed and emerging markets combined, excluding the United States. The ultimate international diversifier.
View Full Brief →
iShares Biotechnology ETF · BlackRock
The benchmark biotechnology ETF tracking the ICE Biotechnology Index. 200+ biotech companies from large-cap like Regeneron and Amgen to clinical-stage biotechs. Captures the full biotech innovation spectrum.
View Full Brief →
iShares Core MSCI Europe ETF · BlackRock
iShares' low-cost core European equity fund. 900+ stocks across 15 European countries at just 0.09%. Broader than VGK with deeper coverage of mid and small-cap European companies. 2025 top performer.
View Full Brief →
ARK Innovation ETF · ARK Invest
ARK's flagship actively managed innovation ETF. Concentrates in companies disrupting established industries through technology. Holdings include Tesla, Coinbase, Roblox. High conviction, high volatility.
View Full Brief →
iShares MSCI Eurozone ETF · BlackRock
Broad Eurozone equity exposure excluding UK and Switzerland. 230+ companies across France, Germany, Netherlands, Italy, Spain. Captures the full Eurozone economic bloc with euro-denominated returns.
View Full Brief →
iShares MSCI Taiwan ETF · BlackRock
Taiwanese equity market dominated by TSMC at ~22%. Direct exposure to global semiconductor manufacturing and AI supply chain.
View Full Brief →
iShares U.S. Aerospace & Defense ETF · BlackRock
US aerospace and defense sector ETF. RTX, GE Aerospace, Lockheed Martin, Northrop Grumman. Tracks the Dow Jones U.S. Select Aerospace & Defense Index. Direct exposure to record defense budgets.
View Full Brief →
Vanguard FTSE Pacific ETF · Vanguard
Vanguard's Asia-Pacific developed market ETF. Japan, Australia, South Korea, Hong Kong, Singapore — 2,000+ stocks across the developed Pacific Rim at just 0.08%. Excellent low-cost regional exposure.
View Full Brief →
Vanguard FTSE All-World ex-US Small-Cap ETF · Vanguard
The only major ETF providing pure international small-cap equity exposure. 4,000+ non-US small companies across 47 countries. Strong diversifier — nearly zero correlation with US large-cap growth.
View Full Brief →
iShares MSCI China ETF · BlackRock
Broad China equity market ETF tracking MSCI China. 600+ holdings across all sectors. Largest China broad market ETF.
View Full Brief →
iShares China Large-Cap ETF · BlackRock
China large-cap ETF tracking 50 biggest Chinese companies. Heavy state-owned enterprise exposure. Most liquid China ETF.
View Full Brief →
GDXJ
Gold, Silver & Miners
VanEck Junior Gold Miners ETF · VanEck
Smaller gold and silver mining companies. Higher risk/reward than GDX — junior miners have more exploration upside.
View Full Brief →
iShares MSCI Brazil ETF · BlackRock
Brazil's largest and most liquid equity ETF. Dominated by Petrobras and Vale — direct commodity cycle leverage. Highest dividend yield of any major country ETF at 8%+. Volatile BRL currency exposure.
View Full Brief →
SPDR S&P Regional Banking ETF · State Street
Equal-weighted US regional bank ETF covering 140+ community and regional banks. Citizens Financial, Zions, Huntington, Regions. Highly sensitive to US economic conditions and yield curve slope.
View Full Brief →
iShares International Select Dividend ETF · BlackRock
High-yield international dividend ETF covering 100 highest-yielding non-US stocks from developed markets. Australia, UK, Europe heavy weighting. Delivers 5-6% yield from some of the world's most generous dividend payers.
View Full Brief →
iShares Ethereum Trust ETF · BlackRock
First major spot Ethereum ETF from BlackRock. Direct ETH price exposure. Strong institutional demand from launch week.
View Full Brief →
SILJ
Gold, Silver & Miners
Amplify Junior Silver Miners ETF · Amplify
#2 best ETF of 2025. Junior silver mining companies. Extremely leveraged to silver prices with significant exploration upside.
View Full Brief →
iShares MSCI Canada ETF · BlackRock
Broad Canadian equity market exposure. Dominated by Royal Bank, TD, Canadian National Railway. Strong financial services, energy, and mining mix. Closest developed-market proxy to US economic conditions.
View Full Brief →
iShares MSCI United Kingdom ETF · BlackRock
UK equity market exposure covering 80+ large and mid-cap British stocks. Shell, AstraZeneca, HSBC, Unilever. High dividend yield from UK's payout culture. Historically cheap valuation relative to US equities.
View Full Brief →
SIL
Gold, Silver & Miners
Global X Silver Miners ETF · Global X
The largest silver miners ETF. Tracks the Solactive Global Silver Miners Index — 30+ silver mining and streaming companies globally. Wheaton Precious Metals is the dominant holding at ~21%.
View Full Brief →
KraneShares CSI China Internet ETF · KraneShares
Chinese internet companies — e-commerce, social media, online gaming. Top holdings: Tencent, Alibaba, Meituan, PDD.
View Full Brief →
iShares MSCI South Korea ETF · BlackRock
South Korea equity exposure dominated by Samsung Electronics at 25%+. SK Hynix, Hyundai, LG Chem. Semiconductor and EV battery leadership make Korea a technology-linked emerging market play.
View Full Brief →
AAAU
Gold, Silver & Miners
Perth Mint Physical Gold ETF · Perth Mint
Physically-backed gold with a government guarantee. Gold stored in Perth Mint vaults, backed by the Western Australian...
View Full Brief →
iShares MSCI Germany ETF · BlackRock
Largest Germany equity ETF. SAP, Siemens, Allianz dominate. 2025 standout driven by defense re-armament spending, ECB ...
View Full Brief →
SPDR Euro Stoxx 50 ETF · State Street
The 50 largest Eurozone blue-chip companies. The European equivalent of the Dow Jones. ASML, LVMH, SAP, Siemens, Total...
View Full Brief →
URA
Materials & Resources
Global X Uranium ETF · Global X
The benchmark uranium mining ETF with 47 companies. Nuclear energy renaissance driven by AI data center power demand. ...
View Full Brief →
iShares MSCI All Country Asia ex Japan ETF · BlackRock
The broadest single-fund Asian equity ETF excluding Japan. 1,000+ companies across China, India, Korea, Taiwan, and AS...
View Full Brief →
iShares MSCI Australia ETF · BlackRock
Largest Australia equity ETF. BHP, Commonwealth Bank, CSL, Rio Tinto among top holdings. High 4%+ dividend yield from ...
View Full Brief →
ARK Next Generation Internet ETF · ARK Invest
ARK's active next-gen internet ETF focused on AI infrastructure, cloud computing, crypto platforms, and digital disrup...
View Full Brief →
iShares MSCI Switzerland ETF · BlackRock
Swiss equity market dominated by Nestle, Novartis, and Roche — nearly 50% of the fund. Defensive quality blue-chips wi...
View Full Brief →
SPDR S&P Aerospace & Defense ETF · State Street
Equal-weighted US aerospace & defense ETF giving every company the same 3-4% weight. Axon, Curtiss-Wright, and L3Harri...
View Full Brief →
ProShares Bitcoin Strategy ETF · ProShares
First US Bitcoin ETF using futures contracts. Accessible Bitcoin exposure within any traditional brokerage account.
View Full Brief →
ARK Autonomous Technology & Robotics ETF · ARK Invest
ARK's active autonomous vehicles and robotics ETF. Covers AI-powered transportation, 3D printing, space exploration, a...
View Full Brief →
iShares MSCI Hong Kong ETF · BlackRock
Hong Kong equity market. AIA Group at 28% dominates. Financial hub with China policy risk. HKD-USD peg eliminates curr...
View Full Brief →
WisdomTree Europe Hedged Equity ETF · WisdomTree
USD-hedged European dividend-paying exporters. Removes EUR/USD currency risk entirely via monthly forward contracts. S...
View Full Brief →
URNM
Materials & Resources
Sprott Uranium Miners ETF · Sprott
Pure-play uranium miners — only uranium producers, developers, and explorers. More concentrated than URA with no nucle...
View Full Brief →
iShares Latin America 40 ETF · BlackRock
40 largest Latin American companies. Brazil and Mexico combined at 65%+. Petrobras, Vale, and FEMSA among top holdings...
View Full Brief →
Invesco PHLX Semiconductor ETF · Invesco
Same PHLX Semiconductor index as SOXX at less than half the cost — 0.19% vs 0.35%. Identical 30-stock portfolio: NVIDI...
View Full Brief →
iShares MSCI Mexico ETF · BlackRock
Mexican equity via America Movil, FEMSA, and Walmart Mexico. Near-shoring beneficiary thesis. 2025 headwinds from US t...
View Full Brief →
ProShares MSCI EAFE Dividend Growers ETF · ProShares
International developed market dividend growers with 10+ consecutive years of increases. The international equivalent ...
View Full Brief →
iShares MSCI Saudi Arabia ETF · BlackRock
Saudi equity via Saudi Aramco, Al Rajhi Bank, and SABIC. Vision 2030 economic diversification story. NEOM mega-project...
View Full Brief →
BAR
Gold, Silver & Miners
GraniteShares Gold Shares · GraniteShares
Physically-backed gold ETF at one of the lowest expense ratios in the US at 0.17%. Each share = 1/100th oz of gold sto...
View Full Brief →
iShares MSCI Italy ETF · BlackRock
Italian equity market via ENI, Enel, Intesa Sanpaolo, and UniCredit. 2025 standout — banking sector re-rating from hig...
View Full Brief →
iShares MSCI Emerging Markets Asia ETF · BlackRock
EM Asia only — excludes EMEA and Latin America. China, India, Korea, Taiwan, ASEAN. Cleaner Asian EM bet for investors...
View Full Brief →
SLVP
Gold, Silver & Miners
iShares MSCI Global Silver & Metals Miners ETF · BlackRock
#1 best ETF of 2025 with +200% return. Global silver and metals miners combining silver mining with base metals exposure.
View Full Brief →
iShares MSCI France ETF · BlackRock
French equity market led by LVMH and Hermes — 30% of the fund in world-class luxury brands. TotalEnergies, Airbus, and...
View Full Brief →
SGDJ
Gold, Silver & Miners
Sprott Junior Gold Miners ETF · Sprott
Small and mid-cap gold miners screened for revenue growth and momentum. Sprott quality-filtered approach to junior gold mining.
View Full Brief →
Invesco S&P 500 High Beta ETF · Invesco
The 100 highest-beta stocks from the S&P 500. Amplifies market moves systematically. Heavy in semiconductors, tech, an...
View Full Brief →
RING
Gold, Silver & Miners
iShares MSCI Global Gold Miners ETF · BlackRock
Globally diversified gold mining ETF across 8 countries. 30+ miners including Newmont, Barrick, Agnico Eagle. More geo...
View Full Brief →
SIVR
Gold, Silver & Miners
abrdn Physical Silver Shares ETF · abrdn
Physical silver ETF from abrdn at 0.30% — lower fee than SLV. Same direct silver price exposure, allocated vaults in London.
View Full Brief →
SGDM
Gold, Silver & Miners
Sprott Gold Miners ETF · Sprott
Smart-beta gold miners ETF weighted by revenue growth, free cash flow yield, and low debt. Quality-filtered senior gol...
View Full Brief →
ARK Space Exploration & Innovation ETF · ARK Invest
ARK's actively managed space exploration ETF. Satellite technology, autonomous systems, and orbital aerospace companies.
View Full Brief →
iShares MSCI Spain ETF · BlackRock
Single-country exposure to Spain's equity market. Top holdings: Banco Santander, Inditex, Iberdrola. Strong 2025 performer.
View Full Brief →
iShares MSCI Sweden ETF · BlackRock
Swedish equity market with Ericsson, Volvo, and Hexagon among top holdings. NATO membership and defense ramp drove 202...
View Full Brief →
VanEck Vietnam ETF · VanEck
Vietnam equity — Southeast Asia's fastest-growing manufacturing hub. China+1 supply chain beneficiary with Samsung, In...
View Full Brief →
iShares MSCI Indonesia ETF · BlackRock
Indonesian equity via Bank Central Asia, Telkom, and Astra International. World's 4th largest population and vast comm...
View Full Brief →
SPDR S&P Emerging Asia Pacific ETF · State Street
Emerging Asia Pacific via S&P BMI Index — China, India, Taiwan, Indonesia, Philippines. 450+ companies with S&P qualit...
View Full Brief →
iShares US Broker-Dealers & Securities Exchanges ETF · BlackRock
Investment banks, broker-dealers, and securities exchanges. Goldman Sachs, Morgan Stanley, Cboe, CME Group. Capital ma...
View Full Brief →
PPLT
Gold, Silver & Miners
abrdn Physical Platinum Shares ETF · abrdn
Physically-backed platinum ETF. Strong 2025 performer driven by automotive catalytic converter and hydrogen fuel cell demand.
View Full Brief →
GDMN
Gold, Silver & Miners
WisdomTree Efficient Gold Plus Gold Miners ETF · WisdomTree
Innovative hybrid ETF combining physical gold (~90%) with gold miners equity (~10%). Captures both bullion stability and miners upside.
View Full Brief →
iShares MSCI Singapore ETF · BlackRock
Singapore equity dominated by DBS, OCBC, and UOB banking giants — over 60% of the fund. Highest dividend yield of any ...
View Full Brief →
Select STOXX® Europe Aerospace & Defense ETF · Select Funds
European equities with USD currency hedge. Removes EUR/USD volatility. Outperforms unhedged Europe when the dollar strengthens.
View Full Brief →
iShares MSCI Chile ETF · BlackRock
Chilean equity via SQM and Antofagasta — world's largest copper producer and 2nd largest lithium producer. Direct crit...
View Full Brief →
iShares MSCI Malaysia ETF · BlackRock
Malaysian equity market via Maybank, CIMB, and Petronas Chemicals. Southeast Asia's semiconductor packaging hub. World...
View Full Brief →
iShares MSCI South Africa ETF · BlackRock
South African equity via Naspers, Anglo American, and Standard Bank. Africa's most developed equity market. Naspers pr...
View Full Brief →
Global X Defense Tech ETF · Global X
Defense technology companies — cybersecurity, drones, autonomous systems. Top 2025 performer driven by global defense budget surge.
View Full Brief →
Syntax Stratified Total Market ETF · Syntax
Equal-risk-weighted alternative to market-cap US equity indexing. Stratifies the S&P 500 by business risk across 6 dim...
View Full Brief →
Global X Blockchain ETF · Global X
Companies at the forefront of blockchain technology — crypto exchanges, Bitcoin miners, and blockchain infrastructure firms.
View Full Brief →
iShares MSCI Netherlands ETF · BlackRock
Dutch equity dominated by ASML — the world's only maker of EUV lithography machines used to manufacture chips at 7nm a...
View Full Brief →
iShares MSCI Turkey ETF · BlackRock
Turkish equity via Turkcell, Akbank, Eregli Steel, and Turkish Airlines. Monetary policy normalization under Finance M...
View Full Brief →
Global X MSCI Greece ETF · Global X
Greek equity market ETF. One of Europe's top performers. Heavy weight in banking and shipping companies.
View Full Brief →
iShares MSCI Thailand ETF · BlackRock
Thai equity via PTT Group, Kasikorn Bank, SCG, and Airports of Thailand. Energy, banking, and tourism infrastructure. ...
View Full Brief →
Invesco China Technology ETF · Invesco
China technology sector ETF. Top holdings: Alibaba, Tencent, Baidu, JD.com. Play on Chinese tech recovery and AI adoption.
View Full Brief →
REMX
Materials & Resources
VanEck Rare Earth/Strategic Metals ETF · VanEck
Rare earth and strategic metals mining companies. Lynas and MP Materials lead. China controls 85% of global rare earth...
View Full Brief →
iShares MSCI Israel ETF · BlackRock
Israeli equity market with Check Point, Teva, Tower Semiconductor, and Monday.com. Startup Nation with world-class cyb...
View Full Brief →
iShares MSCI Poland ETF · BlackRock
Polish equity market ETF. Eastern Europe's largest economy. Significant banking, energy, and consumer staples exposure.
View Full Brief →
Amplify Transformational Data Sharing ETF · Amplify
The first and largest blockchain technology equity ETF. Actively managed 50+ company portfolio covering crypto exchang...
View Full Brief →
Global X MSCI Argentina ETF · Global X
Argentine equity via MercadoLibre, YPF, and major banks. Milei economic reform and dollarization driving a historic re...
View Full Brief →
Alger Mid Cap 40 ETF · Fred Alger Management
Actively managed mid-cap growth ETF from Fred Alger Management. 40 high-conviction mid-cap companies with above-averag...
View Full Brief →
iShares MSCI Peru ETF · BlackRock
Peru equity market ETF. Concentrated in mining and financial companies. Benefited from copper and gold price surges in 2025.
View Full Brief →
AUMI
Gold, Silver & Miners
Themes Gold Miners ETF · Themes ETFs
Broad precious metals mining exposure across gold, silver, and platinum group metals. Active selection across global miners.
View Full Brief →
GOEX
Gold, Silver & Miners
Global X Gold Explorers ETF · Global X
Early-stage gold exploration companies. Highest risk/reward in gold — pure exploration upside with major discovery potential.
View Full Brief →
PALL
Gold, Silver & Miners
abrdn Physical Palladium Shares ETF · abrdn
Physically-backed palladium ETF. Each share = ~1/100th oz of palladium. Palladium is a platinum group metal used in ca...
View Full Brief →
iShares MSCI Philippines ETF · BlackRock
Philippine equity via SM Investments, Ayala, and BDO Unibank. Consumer and real estate focused economy with 115M+ popu...
View Full Brief →
PLTM
Gold, Silver & Miners
GraniteShares Platinum Trust · GraniteShares
Physical platinum ETF from GraniteShares at 0.50% fee. Tracks platinum spot price with allocated physical metal storage.
View Full Brief →
Alger 35 ETF · Alger
Equal-weighted quality growth strategy avoiding mega-cap concentration. All holdings weighted equally regardless of market cap.
View Full Brief →
SETM
Materials & Resources
Sprott Critical Materials ETF · Sprott
Critical minerals for the energy transition — lithium, cobalt, copper, nickel, rare earths. Pure-play clean energy materials basket.
View Full Brief →
LITP
Materials & Resources
Global X Lithium & Battery Tech ETF · Global X
Lithium miners and battery technology companies. Plays the EV and energy storage megatrend. Top holdings: Albemarle, SQM, CATL.
View Full Brief →
Valkyrie Bitcoin Miners ETF · Valkyrie
Bitcoin mining companies. Leveraged equity play on Bitcoin price through mining operations and hash rate economics.
View Full Brief →
Global X FTSE Southeast Asia ETF · Global X
Southeast Asia's 40 largest companies across Singapore, Thailand, Malaysia, Indonesia, and Philippines. ASEAN single-f...
View Full Brief →
VanEck Africa Index ETF · VanEck
GDP-weighted Africa equity exposure across South Africa, Egypt, Nigeria, Morocco, and Kenya. The only major Africa-foc...
View Full Brief →
COPJ
Materials & Resources
Sprott Junior Copper Miners ETF · Sprott
Junior copper mining companies. Copper demand surge from electrification, EVs, and AI data center buildout drives junior miners.
View Full Brief →
First Trust Latin America AlphaDEX ETF · First Trust
Factor-selected Latin American equities using AlphaDEX growth and value screens. Diverges significantly from cap-weigh...
View Full Brief →
Global X MSCI Colombia ETF · Global X
Colombian equity via Bancolombia, Ecopetrol, and Grupo Empresarial Argos. Latin America's third-largest economy with s...
View Full Brief →
AdvisorShares Psychedelics ETF · AdvisorShares
Invests in psychedelic medicine research companies. Highly speculative early-stage sector with significant regulatory risk.
View Full Brief →
iShares US Equity Factor Rotation Active ETF · BlackRock
BlackRock's model-driven factor rotator — value, quality, momentum, size and low-vol tilts applied actively to US large caps. One of the fastest-growing active ETFs ever.
View Full Brief →
iShares Russell Mid-Cap Growth ETF · iShares
The Russell Midcap Growth index fund — ~280 mid-sized US companies with above-average growth, where names like Palantir and AppLovin compounded before going large.
View Full Brief →
Vanguard Mid-Cap Value ETF · Vanguard
Roughly 190 reasonably priced mid-cap US companies — utilities, banks, industrials — for a 0.05% fee, with a ~2% yield. The quiet compounder's corner of the market.
View Full Brief →
Schwab Fundamental US Large Company ETF · Schwab
Weights US large caps by sales, cash flow and dividends instead of market cap — an automatic lean toward fundamentals that shone as the rally broadened beyond mega-cap tech.
View Full Brief →
WisdomTree Floating Rate Treasury Fund · WisdomTree
US Treasury floating rate notes with coupons that reset weekly — cash-like stability, monthly income, and a yield that tracks the front of the curve. The money-market alternative.
View Full Brief →
Fidelity Total Bond ETF · Fidelity
Fidelity's active core bond fund — Treasuries, mortgages and credit with a tactical high-yield sleeve, paying ~4.8% monthly. The case for active management in fixed income.
View Full Brief →
Avantis US Small Cap Value ETF · Avantis
The evidence-based small-cap value fund — cheap, profitable small companies screened by ex-Dimensional managers. +40% over the trailing year as the small-cap rotation arrived.
View Full Brief →
Capital Group Growth ETF · Capital Group
American Funds' 90-year growth discipline in an ETF — multiple managers running independent sleeves of high-conviction growth names. One of the fastest active ETFs to $24B.
View Full Brief →
iShares Core MSCI International Developed Markets ETF · iShares
~2,280 developed-market stocks outside the US — Japan, Europe, Canada, small caps included — for 0.04%. The cheapest complete international developed sleeve on the market.
View Full Brief →
iShares MSCI EAFE Growth ETF · iShares
The growth half of developed international markets — ASML, Novo Nordisk, LVMH and ~360 other EAFE growth franchises in one fund.
View Full Brief →
iShares MSCI Emerging Markets ex China ETF · iShares
Emerging markets minus China — Taiwan, Korea, India and Brazil. The AI-supply-chain trade without Beijing policy risk, and one of the best-performing broad funds of the past year.
View Full Brief →
Schwab Fundamental International Equity ETF · Schwab
Developed-market stocks weighted by sales, cash flow and dividends — a value-tilted international core that returned nearly +40% as Europe and Japan re-rated. Yields ~3%.
View Full Brief →
iShares 3-7 Year Treasury Bond ETF · iShares
The belly of the Treasury curve — 3-to-7-year notes with real yield and far less rate risk than long bonds. The rate-cut trade without TLT's volatility.
View Full Brief →
Dimensional International Core Equity 2 ETF · Dimensional
Dimensional's factor-tilted international core — the whole developed market, nudged toward smaller, cheaper, more profitable companies. The advisor favourite.
View Full Brief →
Invesco S&P 500 Quality ETF · Invesco
The 100 strongest balance sheets in the S&P 500 — high return on equity, clean accounting, low leverage — for 0.15%. Quality as a core strategy.
View Full Brief →
iShares S&P 100 ETF · iShares
America's 100 largest companies and nothing else — the most concentrated mainstream index fund, and the purest bet that mega-cap dominance continues.
View Full Brief →
VanEck Morningstar Wide Moat ETF · VanEck
Buffett's playbook, systematised — wide-moat companies bought only below Morningstar's fair-value estimate. Forces the contrarian buys most investors can't make themselves.
View Full Brief →
iShares Preferred & Income Securities ETF · iShares
~440 preferred securities from US banks, utilities and insurers paying a 5.6% monthly yield — the giant of the preferred-stock category since 2007.
View Full Brief →
iShares Russell Mid-Cap Value ETF · iShares
The Russell Midcap Value benchmark itself — ~700 reasonably priced mid-sized companies, the institutional standard for the style box's best-kept secret.
View Full Brief →
Invesco RAFI US 1000 ETF · Invesco
Rob Arnott's original fundamental index from 2005 — 1,000 US companies weighted by book value, sales, cash flow and dividends. Two decades of live anti-bubble discipline.
View Full Brief →
Goldman Sachs ActiveBeta US Large Cap Equity ETF · Goldman Sachs
Value, momentum, quality and low-vol factor sleeves blended over US large caps for just 0.09% — multi-factor investing at an index-fund price.
View Full Brief →
iShares MSCI EAFE Small-Cap ETF · iShares
~2,200 developed-market small caps across Europe, Japan and Asia-Pacific — the least-owned equity segment on earth, yielding 3.5%.
View Full Brief →
JPMorgan BetaBuilders Japan ETF · JPMorgan
~380 Japanese stocks from Toyota to Sony at 0.19% — the low-cost vehicle for Japan's governance-reform re-rating. Up +29% over the trailing year.
View Full Brief →
First Trust Rising Dividend Achievers ETF · First Trust
Dividend growth as a quality screen — rising payouts, low payout ratios, more cash than debt. A total-return fund wearing a dividend label, up +26% on the year.
View Full Brief →
iShares Russell 2000 Value ETF · iShares
The value half of the Russell 2000 — ~1,400 cheap small caps heavy in regional banks and industrials. The benchmark small-value fund, up +37% on the year.
View Full Brief →