Tag Archives: Expense Ratio

Business, Finance, Occupation & Industry

5-Star ETFs Poised to Pop: WisdomTree Emerging Markets SmallCap Dividend

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS) has earned a coveted five-star ranking.

With that in mind, let’s take a closer look at DGS and see what CAPS investors are saying about the ETF right now.

DGS facts

   

Inception

Oct. 2007 

Total Assets

$1.5 billion

Investment Approach

Seeks to track the price and yield performance of the WisdomTree Emerging Markets SmallCap Dividend Index. The Index is a fundamentally weighted index that measures the performance of primarily small-cap stocks selected from the WisdomTree Emerging Markets Dividend Index.

Expense Ratio

0.64%

Dividend Yield

2.9%

1-Year / 3-Year / 5-Year Annualized Returns

9.5% / 9.6% / 7.5%

Alternatives

SPDR S&P Emerging Markets Small Cap (NYSE: EWX)

WisdomTree Emerging Markets Equity Income (NYSE: DEM)

iShares MSCI Emerging Markets Small Cap Index (NYSE: EEMS)

Sources: Morningstar and Motley Fool CAPS.

On CAPS, 99% of the 200 members who have rated WisdomTree Emerging Markets SmallCap Dividend Fund believe the ETF will outperform the S&P 500 going forward.

Just last week, one of those Fools, All-Star SH2F088, succinctly summed up the bull case for our community:

DGS is a small-cap emerging market ETF. I believe the BRIC emerging markets will outperform developed markets through the end of this secular bear and the following bull run, as they do relatively better job of exploiting the emerging global middle class.

The small cap dividend weighting should keep the fund focused on serious companies poised to benefit from higher long term growth of the emerging markets while limiting the downside risk of bankruptcy.

Owning exceptional ETFs is a surefire way to secure your financial future. Of course, despite a strong five-star rating, DGS may not be your top choice.

If that’s the case, our special report on ETFs highlights three funds that are poised to soar in the next recovery. It’s 100% free but it won’t last forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article 5-Star ETFs Poised to Pop: WisdomTree Emerging Markets SmallCap Dividend originally appeared on Fool.com.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned, and neither does The Motley Fool. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insightsmakes us better investors. The Motley Fool has a disclosure policy. Try any of our Foolish newsletter services free for 30 days.


Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a …read more
Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

1-Star ETFs Poised to Plunge: ProShares UltraShort MSCI EAFE

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, the ProShares UltraShort MSCI EAFE (NYSE: EFU) have received the dreaded one-star ranking.

With that in mind, let’s take a closer look at EFU and see what CAPS investors are saying about the ETF right now.

EFU facts

   

Inception

Oct. 2007

Total Net Assets

$7.7 million

Investment Approach

Seeks daily investment results that correspond to two times the inverse (-2x) of the daily performance of the MSCI EAFE Index. The index includes 85% of free float-adjusted market capitalization in each industry group in developed market countries, excluding the U.S. and Canada.

Expense Ratio

0.95%

1-Year / 3-Year / 5-Year Return

(28%) / (26.6%) / (27.4%)

Alternatives

ProShares UltraShort S&P500 (NYSE: SDS)

Direxion Daily Small Cap Bear 3X Shares (NYSE: TZA)

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 90% of the 169 All-Star members who have rated ProShares UltraShort MSCI EAFE believe the ETF will underperform the S&P 500 going forward.

Just last week, one of those Fools, TerryHogan, succinctly summed up the bear case for our community:

First I kind of like EAFE [Europe, Australasia and Far East] for the next 15-20 years, barring nuclear war in the Korean Peninsula. Second, ultrashorts stink because they degrade over time with any sort of volatility. Third, there’s an expense ratio that’s going to eat into this thing with regularity.

If you want market-thumping returns, you need to protect your portfolio from any undue risk. Luckily, our special report on ETFs highlights three funds that are poised to soar in the next recovery. It’s 100% free, but won’t last forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article 1-Star ETFs Poised to Plunge: ProShares UltraShort MSCI EAFE originally appeared on Fool.com.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Try any of our Foolish newsletter services free for 30 days.
We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Fool’s disclosure policy always gets a perfect score.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

ETFs Poised to Plunge: Direxion Daily Semiconductor Bear 3x

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, the Direxion Daily Semiconductor Bear 3x Shares have received the dreaded one-star ranking.

With that in mind, let’s take a closer look at SOXS, and see what CAPS investors are saying about the ETF right now.

SOXS facts

   

Inception

March 2010 

Total Net Assets

$38.0 million

Investment Approach

Seeks daily investment results of 300% of the inverse of the performance of the PHLX Semiconductor Sector Index. The index measures the performance of the semiconductor subsector of the U.S. equity market.

Expense Ratio

1.2%

Year-to-Date / 1-Year / 3-Year Return

(36.7%) / (35.8%) / (52.5%)

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 67% of the 254 members who have rated SOXS believe the ETF will underperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star TerryHogan, succinctly summed up the SOXS underperform case for our community:

Until all my appliances, furniture, shoes, and underwear are connected to the web, I’m bullish on semiconductors long term. … Even ignoring the huge growth that’s still available to semiconductors, I will always bet against a leveraged daily bear ETF (even if it was on buggy whip manufacturers).

If you want market-thumping returns, you need to protect your portfolio from any undue risk. Luckily, our special report on ETFs highlights three funds that are poised to soar in the next recovery. It’s 100% free, but won’t last forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article ETFs Poised to Plunge: Direxion Daily Semiconductor Bear 3x originally appeared on Fool.com.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Try any of our Foolish newsletter services free for 30 days.
We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Fool’s disclosure policy always gets a perfect score.


Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

Business, Finance, Occupation & Industry

1-Star ETFs Poised to Plunge: iShares Barclays 3-7 Year Treasury Bond?

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By Brian Pacampara, Pacampara, The Motley Fool

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Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, the iShares Barclays 3-7 Year Treasury Bond ETF  has received the dreaded one-star ranking.

With that in mind, let’s take a closer look at IEI, and see what CAPS investors are saying about the ETF right now.

IEI facts

   

Inception

January 2007 

Total Net Assets

$2.1 billion

Investment Approach

Seeks investment results that correspond generally to the price and yield performance of the Barclays U.S. 3-7 Year Treasury Bond Index. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to three years and less than seven years.

Expense Ratio

0.15%

1-Year / 3-Year / 5-Year Returns

2.7% / 4.8% / 4.2%

Dividend Yield

0.8%

Alternatives

SPDR Barclays Capital Intermediate Term Treasury 

PIMCO 3-7 U.S. Treasury Index ETF 

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 81% of the 97 members who have rated IEI believe the ETF will underperform the S&P 500 going forward.

Just yesterday, one of those Fools, All-Star TerryHogan, succinctly summed up the IEI bear case for our community:

This thing is yielding 0.8%. And in order to expect capital gains, you need bond yields to go down. While there is still some room to go before we’re negative, there’s not much. I think bonds will underperform from these yield levels. I don’t think interest rates are skyrocketing any time soon, but they really can’t go much lower.

If you want market-thumping returns, you need to protect your portfolio from any undue risk. Luckily, our special report on ETFs highlights three funds that are poised to soar in the next recovery. It’s 100% free, but won’t last forever, so click here to access it now.

Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.

The article 1-Star ETFs Poised to Plunge: iShares Barclays 3-7 Year Treasury Bond? originally appeared on Fool.com.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Try any of our Foolish newsletter services free for 30 days.
We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Fool’s disclosure policy always gets a perfect score.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance