4 ETFs Up More Than 65% Over The Past Year

Mockup, Typewriter, Word, Money, Wall Street, Etf

Image Source: Pixabay

The stock market has raced ahead since its major correction in March 2020. The U.S. economy has recovered steadily and has been delivering positive data over the past three quarters. In fact, domestic GDP registered a 6.4% annual growth in the first quarter of 2021, marking its second-fastest pace for growth since 2003.

Among other favorable economic data, consumer spending is steadily returning to pre-pandemic levels, thanks to the fiscal stimulus packages, a better-than-anticipated mass vaccination drive, and steady job growth.

This improving economic health has translated into solid market momentum. Major indexes have hit multiple highs over the past year and have continued to rise this year. Notably, the S&P 500 has returned 38.5% over the period.

However, Wall Street has also been subjected to extreme volatility over the past few months. Amid this environment, many investors have turned to exchange traded funds (ETFs) because their broad and diversified exposure to securities helps them mitigate risk related to volatility and generate stable returns.

As such, iShares Core S&P Small-Cap ETF (IJR), Financial Select Sector SPDR Fund (XLF), Vanguard Small-Cap Value ETF (VBR) and Industrial Select Sector SPDR Fund (XLI) have delivered market-beating returns over the past year. So, let us review if these popular ETFs can maintain their momentum going forward, as the market is expected to remain under pressure in the coming months due to the rising inflation concerns.

iShares Core S&P Small-Cap ETF (IJR)

IJR seeks to track the S&P Small-Cap 600 index -- a market-cap-weighted index of small-cap names selected by the S&P Committee. Notably, the index represents approximately 3% of the publicly available market. While most investors consider small-cap stocks highly risky investments, the theory behind betting on small-cap stocks is the growth factor in these securities. Furthermore, IJR also stands out from its peers in terms of good liquidity because it avoids the most illiquid small-cap names.

IJR has a "BBB" MSCI ESG Fund Rating  based on a score of 4.57 out of 10. The ETF has $69.18 billion in AUM and a 0.06% expense ratio. The fund also pays a $1.04 annual dividend, yielding 0.94%.

1 2 3 4
View single page >> |

Disclaimer: Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use, please ...

more
How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.