In 2023 and 2024, the WisdomTree U.S. Quality Growth Fund significantly outperformed SPY, capturing upside in innovation-driven markets with returns of 55.94% and 34.81%, respectively. A 50/50 blend ...

Betting on different parts of the market is tricky business. That’s one takeaway from a “Periodic Table” of calendar-year returns for Morningstar Factor Indexes.* In any given year, a different group ...

Is it possible for investors to buy cheap, profitable companies (have their cake) and still earn higher expected returns (eat it too)? Research indicates—yes, with some caveats. In our book, Your ...

Bargains almost never exist in the stock market. Investors can buy cheap stocks, or they can buy high-quality stocks—those with tremendous profits and fortresslike balance sheets. But those traits ...

Below is Validea's ETF fundamental report for iShares Russell 1000 Value ETF (IWD). The report looks at IWD's exposure to the major investing factors including value, quality, momentum and low ...

Below is Validea's ETF fundamental report for iShares MSCI USA Quality Factor ETF (QUAL). The report looks at QUAL's exposure to the major investing factors including value, quality, momentum and low ...

The Vanguard U.S. Quality Factor ETF is allocated based on specific criteria. The fund is heavily weighted in the consumer discretionary, industrial, and technology sectors. The fund has some pros and ...