Momentum and large-cap growth factors continue to outperform the rest of the field by a wide margin, based on a set of ETFs.

Betting against momentum and large-cap growth continues to be a losing proposition, at least in relative terms, for positioning US equity portfolios in 2024, based on a set of factor ETFs.

Betting against the hottest equity risk factors this year has been a painful strategy. But no matter how you slice the numbers, momentum and large-cap growth continue to outperform in 2024, based on a set of ETFs through yesterday’s close (Aug. 27).

The significant outperformance of large cap growth stocks versus small cap value stocks is due for an imminent reversal.

Reviewing the major US equity factors on a year-to-date basis continues to show large-cap growth leading the horse race, based on a set of ETF prices.

Index construction matters when seeking to understand differences in index characteristics and any resulting divergences in index performance.

Many of the small caps have gotten cheap. If you want to find value stocks, the small caps is the place to look.

With the first half of 2024 now behind us, here is a snapshot of asset class performance across the financial landscape using US-listed ETFs and other exchange-traded products.

The March CPI came in a little hotter than expected, derailing Fed interest rate cut forecasts and encouraging additional flight to the mega-caps. What would you do?

Shares of small companies and value stocks have had a tough time keeping up with the broad market in recent years, and the headwind for these risk factors is still blowing so far in 2024.

Will 2024 mark the return of the momentum factor to the performance spotlight? This risk premium’s star faded in 2023, but there are hints that a rebound may be brewing for this slice of the equity risk premium.

Large-cap shares remains on track to dominate US equity factor performance for 2023, based on a set of ETFs through Wednesday’s close (Oct. 25). Within the large-cap space, technology shares are the driving force behind the outperformance.

Small caps as measured by IWM are key for the fall and into 2024. You can also look at S&P 600 - IJS.

Big-cap growth is back. After taking a back seat to various flavors of small-cap and value factors earlier in 2023, the large-company growth risk factor is again leading the horse race.

The strong outperformance of high-beta stocks shows no sign of relinquishing leadership in the US equities market this year, based on a set of ETF proxies.

The US stock market rally this year continues to be led by so-called high-beta stocks, which are outperforming the broad market by a wide margin.

Is this just another bear market rally that’s going to peter out, or is this the beginning of a new bull market? Analysts will tell you when it’s safe to go back in the pool, but you should really get in the pool when it is still dangerous to get in.

It’s too early in the new year to draw hard conclusions, but the initial results for 2023 through the first half of January show a broad-based rally in most equity factors led by so-called high beta shares, based on a set of ETF proxies.

During the fund-flows week ended July 27, 2022, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third week in four, adding a net $6.1 billion.

This year has not been kind to investors, especially in small-caps.  There haven't been many good places to hide from

Diversifying an equity portfolio based on risk factors has paid off this year, but only in relative terms, according to a set of ETF proxies.

The S&P 500 finally pushed above its 100-day moving average line on Monday, and the VIX​​​​​​​ continued its trek lower.

Fed Chair Jerome Powell is set to speak today. There's risk that he wants to pull forward rate hikes given inflation jumping and we may soon have a

With just over a month to go until we put a fork in 2021, high beta stocks look set to deliver the strongest performance among US equity factors this year, based on a set of ETFs.

The selling is now in a situation where it could take on a life of its own, creating an environment where the bearish tide takes all stocks out to sea with it. Except, not all stocks are actually being taken out to sea.