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727100.0
2021-07-30 00:00:00 UTC
VTB to pass controlling stake in Rustranscom to its own grain holding - sources
DEM
https://www.nasdaq.com/articles/vtb-to-pass-controlling-stake-in-rustranscom-to-its-own-grain-holding-sources-2021-07-30
nan
nan
MOSCOW, July 30 (Reuters) - VTB VTBR.MM will pass a controlling stake in Russia's largest grain railcar owner Rustranscom (RTC) to Demetra Holding, which consolidates VTB's grain business, two sources familiar with the matter told Reuters on Friday. The deal will be of a technical nature, they said. Demetra and VTB have not replied to a Reuters' request for comment. VTB will cease to own a controlling stake in Rustranscom within a year, Russia's second-largest bank told reporters, but did not disclose how this would happen. (Reporting by Tatiana Voronova and Gleb Stolyarov; writing by Polina Devitt; Editing by Louise Heavens) ((Polina.Devitt@thomsonreuters.com;)) The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
MOSCOW, July 30 (Reuters) - VTB VTBR.MM will pass a controlling stake in Russia's largest grain railcar owner Rustranscom (RTC) to Demetra Holding, which consolidates VTB's grain business, two sources familiar with the matter told Reuters on Friday. Demetra and VTB have not replied to a Reuters' request for comment. VTB will cease to own a controlling stake in Rustranscom within a year, Russia's second-largest bank told reporters, but did not disclose how this would happen.
MOSCOW, July 30 (Reuters) - VTB VTBR.MM will pass a controlling stake in Russia's largest grain railcar owner Rustranscom (RTC) to Demetra Holding, which consolidates VTB's grain business, two sources familiar with the matter told Reuters on Friday. Demetra and VTB have not replied to a Reuters' request for comment. VTB will cease to own a controlling stake in Rustranscom within a year, Russia's second-largest bank told reporters, but did not disclose how this would happen.
MOSCOW, July 30 (Reuters) - VTB VTBR.MM will pass a controlling stake in Russia's largest grain railcar owner Rustranscom (RTC) to Demetra Holding, which consolidates VTB's grain business, two sources familiar with the matter told Reuters on Friday. Demetra and VTB have not replied to a Reuters' request for comment. The deal will be of a technical nature, they said.
MOSCOW, July 30 (Reuters) - VTB VTBR.MM will pass a controlling stake in Russia's largest grain railcar owner Rustranscom (RTC) to Demetra Holding, which consolidates VTB's grain business, two sources familiar with the matter told Reuters on Friday. Demetra and VTB have not replied to a Reuters' request for comment. The deal will be of a technical nature, they said.
dd510bb5-cb73-4c16-9c30-5b4df64e8c19
727101.0
2021-07-19 00:00:00 UTC
DEM Crosses Critical Technical Indicator
DEM
https://www.nasdaq.com/articles/dem-crosses-critical-technical-indicator-2021-07-19
nan
nan
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $44.394 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of WisdomTree Emerging Markets High Dividend Fund, the RSI reading has hit 29.9 — by comparison, the RSI reading for the S&P 500 is currently 42.2. A bullish investor could look at DEM's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $34.21 per share, with $47.62 as the 52 week high point — that compares with a last trade of $44.42. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 1.8% on the day. Find out what 9 other oversold stocks you need to know about » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A bullish investor could look at DEM's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $44.394 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $34.21 per share, with $47.62 as the 52 week high point — that compares with a last trade of $44.42.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $44.394 per share. A bullish investor could look at DEM's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $34.21 per share, with $47.62 as the 52 week high point — that compares with a last trade of $44.42.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $44.394 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $34.21 per share, with $47.62 as the 52 week high point — that compares with a last trade of $44.42. A bullish investor could look at DEM's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $44.394 per share. A bullish investor could look at DEM's 29.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $34.21 per share, with $47.62 as the 52 week high point — that compares with a last trade of $44.42.
466f702d-853a-4040-9995-7d6f3abf347e
727102.0
2021-06-14 00:00:00 UTC
An ETF Strategy to Make the Most of Emerging Markets
DEM
https://www.nasdaq.com/articles/an-etf-strategy-to-make-the-most-of-emerging-markets-2021-06-14
nan
nan
The widely observed MSCI Emerging Markets Index is up 7% year-to-date. That's decent, but investors opting for emerging markets exchange traded funds with deeper cyclical value tilts could be doing a lot better. For example, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is up nearly 13% since the start of the year. As is the case with domestic high-dividend strategies, including its stablemate the ALPS Sector Dividend Dogs ETF (SDOG), EDOG is being buoyed by the out-performance of cyclical value stocks. That value tilt could also prove beneficial if emerging markets interest rates suddenly rise. “Our outlook for emerging markets equities remains positive, although interest rates remain a factor to watch,” according to Lazard Asset Management. “When bond yields rise gradually due to strong growth, emerging markets equities can outperform, particularly traditional value securities.” A Buffer Against Rising Treasury Yields As EDOG's year-to-date showing confirms, the fund is mostly resilient against the backdrop of rising U.S. interest rates. In part, that resilience is attributable to EDOG equally weighting sectors – something the MSCI Emerging Markets Index does not do. EDOG's sector allocation range from weights of 9.32% to 11.17%, reducing exposure to long duration cash flow of tech stocks while increasing exposure to sectors that thrive when rates rise. “In fact, when yields are gradually rising due to a strong recovery in economic growth, emerging markets can outperform, particularly the economically sensitive, traditional value securities, such as materials, energy, and financials,” adds Lazard. Those three groups combine for about 30% of EDOG's roster. EDOG's value tilt is relevant for another reason: experts see emerging markets value continuing to cut into the lead accrued by growth in the second and third quarters. Rising commodities prices are bolstering EDOG too. That's a plus because the fund's geographic weights lean toward commodities exporters. For example, Brazil and Russia combine for 22.1% of EDOG's roster. Another reason EDOG can keep shining is the expectation that Latin America will be one of the leading regions for 2021 earnings per share growth. Countries in that region represent almost 28% of EDOG's geographic exposure. In addition to Brazil and Mexico, Chile and Peru are also represented in EDOG. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). That's decent, but investors opting for emerging markets exchange traded funds with deeper cyclical value tilts could be doing a lot better. As is the case with domestic high-dividend strategies, including its stablemate the ALPS Sector Dividend Dogs ETF (SDOG), EDOG is being buoyed by the out-performance of cyclical value stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For example, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is up nearly 13% since the start of the year. “When bond yields rise gradually due to strong growth, emerging markets equities can outperform, particularly traditional value securities.” A Buffer Against Rising Treasury Yields As EDOG's year-to-date showing confirms, the fund is mostly resilient against the backdrop of rising U.S. interest rates.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “When bond yields rise gradually due to strong growth, emerging markets equities can outperform, particularly traditional value securities.” A Buffer Against Rising Treasury Yields As EDOG's year-to-date showing confirms, the fund is mostly resilient against the backdrop of rising U.S. interest rates. In part, that resilience is attributable to EDOG equally weighting sectors – something the MSCI Emerging Markets Index does not do.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). As is the case with domestic high-dividend strategies, including its stablemate the ALPS Sector Dividend Dogs ETF (SDOG), EDOG is being buoyed by the out-performance of cyclical value stocks. That value tilt could also prove beneficial if emerging markets interest rates suddenly rise.
33a4f7e2-4e41-42a9-81f1-b6ba2a04cc27
727103.0
2021-04-20 00:00:00 UTC
Who Let the (Dividend) Dogs Out?
DEM
https://www.nasdaq.com/articles/who-let-the-dividend-dogs-out-2021-04-20
nan
nan
Dividends and value are two avenues for reducing some of the turbulence associated with emerging markets investing. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) serves up both of those factors. EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or "Dividend Dogs," from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “The road to successful investing in emerging markets is littered with potholes, speed bumps, and tolls. The risks facing investors in these markets are many and acute,” notes Morningstar analyst Daniel Sotiroff. "Over the 10 years through March 2021, the standard deviation of the MSCI Emerging Markets Index was 27% higher than the MSCI World Index--a proxy for global developed-markets stocks." Take the Edge Off Volatility with 'EDOG' EDOG has a value tilt, which could be a favorable at a time when that factor is roaring higher, including with ex-U.S. equities. EDOG's value purview can be a plus for long-term investors. “Emerging-markets economies are more fickle than their developed-markets counterparts in the United States, Western Europe, and Japan. That contributes to the volatility of their stock markets and can lead to the closure or even collapse of entire markets. Indeed, country membership turns over more frequently in the emerging-markets universe than in the developed-markets universe, leading to higher portfolio turnover,” adds Sotiroff. If the Federal Reserve holds fast to its commitment to keep rates low, the dollar will grow weaker. This will help translate into more strength for local currencies in emerging markets. Still, investors should be careful of embracing emerging markets equities simply because the asset class is attractively valued. In emerging markets, low volatility does not “completely avoid all of the perils in these markets, but it has taken some of the edge off and should continue to do so, setting it up for market-beating risk-adjusted returns over the long haul,” according to Morningstar. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. Take the Edge Off Volatility with 'EDOG' EDOG has a value tilt, which could be a favorable at a time when that factor is roaring higher, including with ex-U.S. equities.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) serves up both of those factors. The index is comprised of the highest paying stocks, or "Dividend Dogs," from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or "Dividend Dogs," from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. "Over the 10 years through March 2021, the standard deviation of the MSCI Emerging Markets Index was 27% higher than the MSCI World Index--a proxy for global developed-markets stocks."
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or "Dividend Dogs," from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. EDOG's value purview can be a plus for long-term investors.
89e53fff-734c-4efb-9188-8d47a853ac35
727104.0
2021-03-17 00:00:00 UTC
With Dividends Solidifying Abroad, Consider the EDOG ETF
DEM
https://www.nasdaq.com/articles/with-dividends-solidifying-abroad-consider-the-edog-etf-2021-03-17
nan
nan
Emerging markets offer investors more income than many realize. Investors can tap into that theme with the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or 'Dividend Dogs', from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. See also:
Investors can tap into that theme with the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets.
EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or 'Dividend Dogs', from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets.
EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or 'Dividend Dogs', from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets.
Emerging markets offer investors more income than many realize. EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or 'Dividend Dogs', from the S-Network Emerging Markets Index, which holds large cap, emerging market stocks.
ac7d4369-a572-4652-942a-e95978cfc83b
727105.0
2021-01-27 00:00:00 UTC
Top Dog: The Compelling Case for ALPS’s EDOG ETF
DEM
https://www.nasdaq.com/articles/top-dog%3A-the-compelling-case-for-alpss-edog-etf-2021-01-27
nan
nan
Emerging markets equities are expected to build on a strong finish to 2020 this year, and investors can be compensated for their faith in the asset class with the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. EDOG has a value tilt and features some exposure to commodities producers – themes that could serve the fund well in 2021. “Since commodities produced in emerging markets are often priced in U.S. dollars, we expect continued U.S. dollar weakness and strong commodity prices to help keep many emerging market stocks buoyant,” notes Morgan Stanley Wealth Management. “Plus, emerging market inflation is low while many countries’ finances are healthy, supporting continuing positive indicators around global currency dynamics.” Emerging Markets Analysis As noted above, EDOG has a value tilt and that could be a favorable at a time when that factor is expected to come back into style. “Looking first at bonds, in a world where $17 trillion of developed-market sovereign debt effectively offer negative yields, emerging-market fixed-income securities remain a bastion of positive real yields. On the equity side, current price-to-earnings ratios, at 16.2 times forward earnings estimates, offer comparative bargains against the S&P 500’s current forward ratio of nearly 23 times,” according to Morgan Stanley. It may not be a smooth near-term ride, but EDOG is positioned to be deliver stout performance for investors in 2021. “To be sure, emerging-market gains may slow as vaccine rollouts hit short-term bumps, but we see bigger forces at work supporting relative outperformance over the next several years. Investors should consider redeploying any gains in the long outperforming U.S. market toward actively managed emerging markets funds, with an emphasis on Asia,” adds Morgan Stanley. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “Plus, emerging market inflation is low while many countries’ finances are healthy, supporting continuing positive indicators around global currency dynamics.” Emerging Markets Analysis As noted above, EDOG has a value tilt and that could be a favorable at a time when that factor is expected to come back into style.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. “Since commodities produced in emerging markets are often priced in U.S. dollars, we expect continued U.S. dollar weakness and strong commodity prices to help keep many emerging market stocks buoyant,” notes Morgan Stanley Wealth Management.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “Since commodities produced in emerging markets are often priced in U.S. dollars, we expect continued U.S. dollar weakness and strong commodity prices to help keep many emerging market stocks buoyant,” notes Morgan Stanley Wealth Management. “Plus, emerging market inflation is low while many countries’ finances are healthy, supporting continuing positive indicators around global currency dynamics.” Emerging Markets Analysis As noted above, EDOG has a value tilt and that could be a favorable at a time when that factor is expected to come back into style.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). EDOG tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. “Since commodities produced in emerging markets are often priced in U.S. dollars, we expect continued U.S. dollar weakness and strong commodity prices to help keep many emerging market stocks buoyant,” notes Morgan Stanley Wealth Management.
6db6a3bf-86d4-42b9-92b1-ae70514e091b
727106.0
2021-01-08 00:00:00 UTC
Dividend Dogs Are Back and ‘EDOG’ Is Cashing In
DEM
https://www.nasdaq.com/articles/dividend-dogs-are-back-and-edog-is-cashing-in-2021-01-08
nan
nan
Attractive valuations on emerging markets equities, low bond yields, and a weak dollar could be the elixir the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is looking for. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. One of the many asset classes forecast to benefit from regime change in the U.S. is emerging markets equities. “For one, emerging markets are expected to have seen a relatively benign economic contraction in 2020—a 2% dip in gross domestic product—followed by a fast 6% rebound, according to Citigroup’s global equities strategists’ estimates. The U.S. is expected to dip 3% and rise 5% in 2021, in line with global growth. Meanwhile, EM valuations look reasonable,” reports Jacob Sonenshine for Barron's. Analyzing the EDOG ETF Some market observers are growing bullish on emerging markets cyclical assets, a positive for the ALPS ETF given its exposure to energy, financial services, and materials names, among others. EDOG’s status as a value play could be attractive in this environment because the gap between growth and value could collapse. The otherwise classic mean reversion approach to value may not hold, as many traditional industries face structural risks due to the changing economic environment. “The average forward earnings multiple for the S&P 500 is almost 23 times. Wall Street considered 22 times rich in December, and the current multiple reflects an equity risk premium—the excess rate of expected equity returns over the soaring 10-year Treasury yield—of just 3.3%. Historically, the risk premium rarely goes below 3%. The lower the risk premium, the less attractive stocks are,” Barron's reports. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “For one, emerging markets are expected to have seen a relatively benign economic contraction in 2020—a 2% dip in gross domestic product—followed by a fast 6% rebound, according to Citigroup’s global equities strategists’ estimates.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). Attractive valuations on emerging markets equities, low bond yields, and a weak dollar could be the elixir the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is looking for. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). Attractive valuations on emerging markets equities, low bond yields, and a weak dollar could be the elixir the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is looking for. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). Attractive valuations on emerging markets equities, low bond yields, and a weak dollar could be the elixir the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is looking for. The lower the risk premium, the less attractive stocks are,” Barron's reports.
9f244844-8c6f-4d3f-af40-5057f1a6e2ee
727107.0
2020-12-01 00:00:00 UTC
What Can Emerging Markets ETFs Do for You?
DEM
https://www.nasdaq.com/articles/what-can-emerging-markets-etfs-do-for-you-2020-12-01
nan
nan
When a coronavirus vaccine is finally ready for widespread distribution, developing economies won't be left out of the fray. That's good news for exchange traded funds such as the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. Proving it has leverage to positive news on the coronavirus vaccine front, EDOG finished November with a gain of 17% despite a pullback on the final trading day of the month. “More vaccine cards may be played in emerging markets’ favor, though. These include another budget option from Johnson & Johnson (JNJ), and China’s Sinovac project, which could export most of its product, since the Chinese population doesn’t seem to need it,” reports Craig Mellow for Barron's. EDOG Ready for Upside in 2021 Emerging markets equities are turning higher, and many market participants are bullish on the prospects for the asset class heading into 2021. Covid-19 put the hammer down on emerging markets (EM) just as the group was getting 2020 started on the right foot. While the EM space has seen better days, the group has the historical ability to outperform. “Emerging markets could also catch a tailwind from a developed-country bounceback, particularly laggards like Brazil, where stocks are down 30% year to date in dollar terms, and South Africa, which is off 12%, and could fetch more for commodity exports,” according to Barron's. “Mexico, where shares are hovering near five-year lows, will benefit from a healthier U.S., though its own Covid eradication might move slower.” Ongoing positive sentiment in the emerging market as an asset class has attracted greater attention among investors. Moreover, given the extended low-rate environment, many income seekers are turning to alternative sources of yield. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). Proving it has leverage to positive news on the coronavirus vaccine front, EDOG finished November with a gain of 17% despite a pullback on the final trading day of the month. “Emerging markets could also catch a tailwind from a developed-country bounceback, particularly laggards like Brazil, where stocks are down 30% year to date in dollar terms, and South Africa, which is off 12%, and could fetch more for commodity exports,” according to Barron's.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). That's good news for exchange traded funds such as the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. EDOG Ready for Upside in 2021 Emerging markets equities are turning higher, and many market participants are bullish on the prospects for the asset class heading into 2021.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). That's good news for exchange traded funds such as the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets.
663e78d2-fea6-4d0f-bd6a-2937ce511ff4
727108.0
2020-11-24 00:00:00 UTC
Who Let the Dividends Out? The Dividend Dogs EDOG ETF
DEM
https://www.nasdaq.com/articles/who-let-the-dividends-out-the-dividend-dogs-edog-etf-2020-11-24
nan
nan
With emerging markets equities perking up, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be appealing next year. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “Emerging markets are set to outperform the rest of the world as a global economic rebound takes hold starting in the second quarter, according to Goldman Sachs Group Inc.,” reports Bloomberg. EDOG Ready to Roll in Emerging Markets Up almost 10% over the past month, EDOG is a prime example of an emerging markets ETF benefiting from political change in the United States. “With reduced political uncertainty following the U.S. election and the potential for more positive vaccine updates, analysts and investors from BlackRock Inc. to JPMorgan Chase & Co. and Morgan Stanley have been flagging opportunities in risky assets that have trailed peers,” according to Bloomberg. Bolstering the 2021 case for EDOG is that some market observers are growing bullish on emerging markets cyclical assets, a positive for the ALPS ETF given its exposure to energy, financial services, and materials names, among others. EDOG's status as a value play could be attractive in this environment because the gap between growth and value could collapse. The otherwise classic mean reversion approach to value may not hold, as many traditional industries face structural risks due to the changing economic environment. China could deliver over 50% of global GDP over the next couple years as the rest of the world slowly recovers from the economic impact of COVID-19. China’s resiliency and growth in a year riddled with coronavirus-induced weakness have attracted many equity managers looking for some level of certainty, along with those seeking the flavor-of-the-month pick. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “Emerging markets are set to outperform the rest of the world as a global economic rebound takes hold starting in the second quarter, according to Goldman Sachs Group Inc.,” reports Bloomberg. “With reduced political uncertainty following the U.S. election and the potential for more positive vaccine updates, analysts and investors from BlackRock Inc. to JPMorgan Chase & Co. and Morgan Stanley have been flagging opportunities in risky assets that have trailed peers,” according to Bloomberg.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). With emerging markets equities perking up, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be appealing next year. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. EDOG Ready to Roll in Emerging Markets Up almost 10% over the past month, EDOG is a prime example of an emerging markets ETF benefiting from political change in the United States.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). With emerging markets equities perking up, the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be appealing next year. “Emerging markets are set to outperform the rest of the world as a global economic rebound takes hold starting in the second quarter, according to Goldman Sachs Group Inc.,” reports Bloomberg.
17c47c1f-b961-4ddb-aa89-c315512d9063
727109.0
2020-11-16 00:00:00 UTC
EDOG ETF Getting More Bite to Its Bark
DEM
https://www.nasdaq.com/articles/edog-etf-getting-more-bite-to-its-bark-2020-11-16
nan
nan
The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be ready to build on recent momentum – gaining almost 4% last week – as regime change takes shape in Washington, D.C. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. With emerging markets equities embracing the notion of a Biden/Harris Administration, EDOG's yield-based, equal-weight approach could pay off for committed investors. “Emerging markets now contain more than half of the world’s GDP, and most of the world’s GDP growth, but only account for 11% of global equity market value, since they’re pretty cheap relative to earnings,” according to Fed Week. A Hot Month for EDOG Emerging markets can continue to enjoy a recovery if a tailwind of factors can keep blowing in their favor. This should give EM exchange-traded fund (ETF) investors something to cheer about when they’re focused on equities. Another benefit of EDOG is that emerging markets central banks are aggressively easing off, and the fruits of their labor could be harvested early next year. “On average, companies in the emerging market index have a price-to-earnings growth of 16x, and 5-year annualized earnings growth rates of 14%. So, they are quite fast-growing, but also the cheapest. As usual, the top companies tend to be more expensive and faster-growing than the average,” according to Fed Week. Covid-19 put the hammer down on emerging markets (EM) just as the group was getting 2020 was getting going. However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. While the EM space has seen better days, the group has the historical ability to outperform. EDOG is higher by more than 9% over the past month. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be ready to build on recent momentum – gaining almost 4% last week – as regime change takes shape in Washington, D.C. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) could be ready to build on recent momentum – gaining almost 4% last week – as regime change takes shape in Washington, D.C. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). However, now could be an opportune time for getting EM exposure as economies try to recover from the pandemic. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks.
8069023c-5be4-47e5-88e1-24bea451e5a8
727110.0
2020-11-02 00:00:00 UTC
No Dog Days Here: The ALPS EDOG ETF
DEM
https://www.nasdaq.com/articles/no-dog-days-here%3A-the-alps-edog-etf-2020-11-02
nan
nan
Emerging markets assets are receiving renewed attention as Election Day looms. A victory by former Vice President Joe Biden on Election Day could lift emerging markets assets because it’s expected his tone toward China – the largest developing economy – will be far less bellicose than President Trump’s has been. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is an example of an exchange traded fund that could be poised for near-term benefit, particularly as stocks in developing economies suddenly take on added safety. The widely followed MSCI Emerging Markets Index “has now outperformed the S&P 500 Index during three major global risk asset sell-offs over the last five months by an average of 6%, according to Goldman Sachs Group Inc. strategists Caesar Maasry and Ron Gray,” as reported by Cormac Mullen for Bloomberg. Elections and EDOG: How Will Emerging Markets React? EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “A growing number of investors are warming to developing-nation stocks as the global economy recovers from the worst of the coronavirus pandemic. The rapid recovery seen in China and the weaker dollar have also encouraged the bulls,” according to Bloomberg. Value option or bear trap—these are the paths presented when it comes to emerging markets (EM), which could face significant risks ahead, making the latter option plausible despite the enticing low-priced EM assets. “Emerging market equities and local bonds may be incrementally insulated from global shocks in the near term and may benefit from a return of flows when looking into 2021,” according to Goldman Sachs. “But our conviction rests upon the fundamental outlook of a strong growth recovery during that period.” Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
“A growing number of investors are warming to developing-nation stocks as the global economy recovers from the worst of the coronavirus pandemic. “But our conviction rests upon the fundamental outlook of a strong growth recovery during that period.” Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is an example of an exchange traded fund that could be poised for near-term benefit, particularly as stocks in developing economies suddenly take on added safety.
“But our conviction rests upon the fundamental outlook of a strong growth recovery during that period.” Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “A growing number of investors are warming to developing-nation stocks as the global economy recovers from the worst of the coronavirus pandemic. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is an example of an exchange traded fund that could be poised for near-term benefit, particularly as stocks in developing economies suddenly take on added safety.
“But our conviction rests upon the fundamental outlook of a strong growth recovery during that period.” Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “A growing number of investors are warming to developing-nation stocks as the global economy recovers from the worst of the coronavirus pandemic. The widely followed MSCI Emerging Markets Index “has now outperformed the S&P 500 Index during three major global risk asset sell-offs over the last five months by an average of 6%, according to Goldman Sachs Group Inc. strategists Caesar Maasry and Ron Gray,” as reported by Cormac Mullen for Bloomberg.
“But our conviction rests upon the fundamental outlook of a strong growth recovery during that period.” Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “A growing number of investors are warming to developing-nation stocks as the global economy recovers from the worst of the coronavirus pandemic. Emerging markets assets are receiving renewed attention as Election Day looms.
f3789fa3-d5a5-406a-805e-865bd011cf69
727111.0
2020-10-26 00:00:00 UTC
How to Play it Safe in Emerging Markets with Elections on the Horizon
DEM
https://www.nasdaq.com/articles/how-to-play-it-safe-in-emerging-markets-with-elections-on-the-horizon-2020-10-26
nan
nan
The results of the upcoming presidential election carry implications for assets beyond domestic fare, including emerging markets equities. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is an idea for investors looking to access developing economies while potentially reducing some Election Day Volatility. EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “Under either a Trump or Biden administration, we expect that there will continue to be a significant amount of friction between the United States and China,” according to Morningstar. “Threats of a trade war or additional tariffs would be amplified under Trump, who has taken a publicly antagonistic stance toward negotiations.” Giving EDOG a Look? Some emerging markets dividend payers feature larger yields than their U.S. counterparts, an assertion proven by comparing large- and mega-cap dividend stocks from familiar dividend sectors such as consumer staples, energy, financial services, and telecommunications. EDOG’s high-yield offering stands out in an emerging markets space populated by marginal payouts. Certain electoral outcomes could be of benefit to EDOG investors. “We anticipate that the Biden administration would take a traditional, diplomatic approach to negotiating with China; yet even so, underneath the publicly made statements, we expect tensions between the two countries to continue as China looks to expand its global influence,” notes Morningstar. “For example, we may not see existing trade tariffs lifted immediately, but those tariffs may be used as a bargaining chip for negotiating with China.” Emerging markets investors are once again back as world economies begin the recovery process from Covid-19, but they’re not simply throwing darts at a board. EM investors are exercising more due diligence and thus, are more picky with their investments. A victory by former Vice President Joe Biden on Election Day could lift emerging markets assets because it’s expected his tone toward China – the largest developing economy – will be far less bellicose than President Trump’s has been. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The results of the upcoming presidential election carry implications for assets beyond domestic fare, including emerging markets equities. The ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG) is an idea for investors looking to access developing economies while potentially reducing some Election Day Volatility.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. A victory by former Vice President Joe Biden on Election Day could lift emerging markets assets because it’s expected his tone toward China – the largest developing economy – will be far less bellicose than President Trump’s has been.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. Some emerging markets dividend payers feature larger yields than their U.S. counterparts, an assertion proven by comparing large- and mega-cap dividend stocks from familiar dividend sectors such as consumer staples, energy, financial services, and telecommunications.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE), and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. A victory by former Vice President Joe Biden on Election Day could lift emerging markets assets because it’s expected his tone toward China – the largest developing economy – will be far less bellicose than President Trump’s has been.
123e8395-bcf9-4819-8cd9-02f0cbd6ab2c
727112.0
2020-09-28 00:00:00 UTC
A Sound Idea for Harnessing Emerging Market Dividends
DEM
https://www.nasdaq.com/articles/a-sound-idea-for-harnessing-emerging-market-dividends-2020-09-28
nan
nan
Developing economies remain a compelling avenue for income ideas and one of the more practical ideas for tapping that income stream is the ALPS Emerging Sector Dogs ETF (NYSEArca: EDOG). EDOG, which debuted over six years ago, tracks the performance of the S-Network Emerging Sector Dividend Dogs Index. The index is comprised of the highest paying stocks, or “Dividend Dogs,” from the S-Network Emerging Markets Index, which holds large-cap, emerging market stocks. The Dividend Dogs include the five stocks in each of the ten Global Industry Classification Standard sectors that make up the S-Network Emerging Markets. “Emerging markets aren’t among the first places investors typically think of when scanning for dividend stocks, but they can offer reliable and growing payers,” reports Lawrence Strauss for Barron's. “It’s important to tread carefully, however, given risks such as currency fluctuations and less rigorous corporate governance in certain cases.” EDOG ETF for Cash Assets The need for global income is more readily apparent as U.S. companies are slashing their dividends in order to preserve cash thanks to the coronavirus pandemic. As more companies are looking to stymie the effects of the pandemic by cutting dividends, investors can look to global yield opportunities. Seeking fixed income opportunities around the globe could help yield-hungry investors satiate their appetites while sectors like manufacturing return to normal. Some emerging markets dividend payers often feature larger yields than their U.S. counterparts, an assertion proven by comparing large- and mega-cap dividend stocks from familiar dividend sectors such as consumer staples, energy, financial services, and telecommunications. EDOG's high-yield offering stands out in an emerging markets space populated by marginal payouts. “Attractive yields can be hard to come by in emerging markets, however. About 35% of the stocks in the MSCI Emerging Markets Index yield below 0.5%,” according to Barron's. With its equal-weight methodology, EDOG is able to sport an above-average weight to tech compared to other emerging markets dividend ETFs and a combined 30% allocation to the defensive consumer staples, healthcare, and utilities sectors. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE) and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). For more on cornerstone strategies, visit our ETF Building Blocks Channel. Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
“It’s important to tread carefully, however, given risks such as currency fluctuations and less rigorous corporate governance in certain cases.” EDOG ETF for Cash Assets The need for global income is more readily apparent as U.S. companies are slashing their dividends in order to preserve cash thanks to the coronavirus pandemic. As more companies are looking to stymie the effects of the pandemic by cutting dividends, investors can look to global yield opportunities. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE) and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM).
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE) and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “It’s important to tread carefully, however, given risks such as currency fluctuations and less rigorous corporate governance in certain cases.” EDOG ETF for Cash Assets The need for global income is more readily apparent as U.S. companies are slashing their dividends in order to preserve cash thanks to the coronavirus pandemic. As more companies are looking to stymie the effects of the pandemic by cutting dividends, investors can look to global yield opportunities.
Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE) and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “It’s important to tread carefully, however, given risks such as currency fluctuations and less rigorous corporate governance in certain cases.” EDOG ETF for Cash Assets The need for global income is more readily apparent as U.S. companies are slashing their dividends in order to preserve cash thanks to the coronavirus pandemic. As more companies are looking to stymie the effects of the pandemic by cutting dividends, investors can look to global yield opportunities.
As more companies are looking to stymie the effects of the pandemic by cutting dividends, investors can look to global yield opportunities. Other emerging markets dividend ETFs include the ProShares MSCI Emerging Markets Dividend Growers ETF (CBOE: EMDV), iShares Emerging Markets Dividend ETF (DVYE) and the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM). “It’s important to tread carefully, however, given risks such as currency fluctuations and less rigorous corporate governance in certain cases.” EDOG ETF for Cash Assets The need for global income is more readily apparent as U.S. companies are slashing their dividends in order to preserve cash thanks to the coronavirus pandemic.
2a3f417d-4e71-4c72-b5c4-457a483d4031
727113.0
2020-03-18 00:00:00 UTC
WisdomTree Emerging Markets High Dividend Fund Getting Very Oversold
DEM
https://www.nasdaq.com/articles/wisdomtree-emerging-markets-high-dividend-fund-getting-very-oversold-2020-03-18
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $29.14 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of WisdomTree Emerging Markets High Dividend Fund, the RSI reading has hit 29.4 — by comparison, the RSI reading for the S&P 500 is currently 34.4. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $29.14 per share, with $46.68 as the 52 week high point — that compares with a last trade of $29.90. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 6.9% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $29.14 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $29.14 per share, with $46.68 as the 52 week high point — that compares with a last trade of $29.90.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $29.14 per share. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $29.14 per share, with $46.68 as the 52 week high point — that compares with a last trade of $29.90.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $29.14 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $29.14 per share, with $46.68 as the 52 week high point — that compares with a last trade of $29.90. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $29.14 per share. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $29.14 per share, with $46.68 as the 52 week high point — that compares with a last trade of $29.90.
5554d95f-f973-432f-93b0-6ce53f986e9a
727114.0
2020-02-18 00:00:00 UTC
5 Emerging Markets ETFs to Consider as 2020 Rebound Plays
DEM
https://www.nasdaq.com/articles/5-emerging-markets-etfs-to-consider-as-2020-rebound-plays
nan
nan
The combination of new coronavirus headlines and heavy allocations to China (the virus originated there) in many emerging markets exchange-traded funds is, not surprisingly, weighing on those assets. But the losses aren’t as bad as one might expect. The widely followed MSCI Emerging Markets Index, in which China commands a weight of 33%, is lower by 3.2% over the past month. That’s actually slightly worse than the 2.9% shed by the MSCI China Index over the same period. Those aren’t good performances by any stretch, but with the “Wuhan virus” , it would have been reasonable to expect harsher repudiation of emerging markets assets. With global central banks continuing to inject liquidity into monetary systems and valuations looking attractive, some investors may want to consider emerging markets ETFs today. “It is also worth highlighting that this wave of liquidity is occurring at a time when emerging market stocks remain reasonably priced,” . “The MSCI Emerging Market Index is trading at about a 26% discount to developed markets, roughly in-line with the post-crisis average.” For the adventurous, here are some emerging markets ETFs to evaluate over the near term. These five funds have the potential for big long-term upside. Global X MSCI China Consumer Discretionary ETF (CHIQ) Expense ratio: 0.65% per year, or $65 on a $10,000 investment. It’s easy to look at the Global X MSCI China Consumer Discretionary ETF (NYSEARCA:), note this the fund is lower by almost 6% since the first coronavirus case emerged, and subsequently dismiss it as a credible play as long as the virus situation isn’t resolved. After all, CHIQ serves up significant allocations to stocks such as Alibaba (NYSE:), JD.com (NASDAQ:JD) and Trip.com (NASDAQ:). The virus has pinched each of those names. However, there’s more to the story, particularly for patient investors. “We think the main long-term beneficiaries of the coronavirus outbreak are Chinese Internet companies with online products and services that are not yet well penetrated, as they could see an increase in users,” e. “This includes companies offering online education, fresh food delivery, and office tools, which are likely to see faster adoption rates.” Plus, CHIQ jumped almost 4% last week, potentially a sign it’s ready to put virus fears to bed. VanEck Vectors Emerging Markets High Yield Bond ETF (HYEM) Expense ratio: 0.40% Bonds have been a good refuge for investors looking to skirt coronavirus-impacted assets. And that sentiment isn’t confined to boring U.S. Treasury bonds. The VanEck Vectors Emerging Markets High Yield Bond ETF (NYSEARCA:) has been steady over the past month despite a 12% weight to Chinese junk debt. Yes, there’s risk with junk bonds. And yes, many believe combining emerging markets and high-yield debt amplifies those risks. But HYEM offers a 30-day U.S. Securities and Exchange Commission yield of 5.3% to compensate for those risks. Plus, this emerging markets ETF’s risk profile may not be as severe as it appears on the surface. “Interest coverage ratios among emerging markets high yield issuers were nearly 20% higher than U.S. counterparts, while net leverage was 20% lower, and the 2019 default rate among emerging markets high yield issuers was lower than the U.S. high yield default rate,” . With an effective duration of 3.4 years, HYEM also allocates 19% of its combined weight to Brazilian and Turkish bonds. iShares ESG MSCI EM Leaders ETF (LDEM) Source: Sundry Photography / Shutterstock.com Expense ratio: 0.16% Environmental, social and governance (ESG) investing is gaining momentum. And investors that actively follow ETFs will as time goes by. That includes the introduction of more funds embracing ESG principles, including the iShares ESG MSCI EM Leaders ETF (NASDAQ:LDEM). This is truly a new fund, debuting just on Feb. 5. Obviously, LDEM has a short track record, but thanks to the backing of a Finnish pension company, LDEM has in assets under management. Home to 406 stocks, LDEM follows the MSCI EM Extended ESG Leaders 5% Issuer Capped Net Index. Companies must have an ESG score of at least “BB” from MSCI. Plus, the benchmark excludes alcohol, tobacco and gambling companies as well as nuclear power producers and civilian firearms makers. Freedom 100 Emerging Markets ETF (FRDM) Expense ratio: 0.49% Most ESG funds, emerging markets ETFs and otherwise, use a methodology similar to the aforementioned LDEM, which is to exclude certain “sin” stocks and environmental polluters. The Freedom 100 Emerging Markets ETF (BATS:), takes a different, potentially more rewarding approach. The Life + Liberty Freedom 100 Emerging Markets Index, FRDM’s underlying index, emphasizes human and economic freedom. Those are traits often taken for granted when investing in domestic assets, but they are important considerations in developing economies. China, Brazil and Russia — usually represented in traditional emerging markets benchmarks — are not represented in the fund’s holdings. Another important ingredient in FRDM’s recipe is its limitations on holding state-owned enterprises. These are companies that the government controls, and they often offer sub-par returns. Over the long term, FRDM could prove to be a winner in its category because what it filters out can prove more impactful from a macroeconomic perspective than the industry exclusions made by rival funds. WisdomTree Emerging Markets High Dividend Fund (DEM) Expense ratio: 0.63% Standard emerging markets ETFs usually carry higher dividend yields than equivalent U.S.-focused products. And with the MSCI Emerging Markets Index yielding 2.9%, developing economies represent a decent income proposition. The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA:) kicks things up a couple of notches with a yield of 5.1%. DEM follows the WisdomTree Emerging Markets High Dividend Index. While companies in that benchmark are ranked by yield, they are weighted by dividends paid, an important difference. DEM can help investors avoid companies that may be strained by their dividend obligations. Taiwan, China and Russia combine for almost two-thirds of DEM’s geographic weight. That gives the WisdomTree product a value feel because Russian stocks are relatively inexpensive, and it does make DEM something of an indirect bet on oil prices. Todd Shriber owns shares of DEM. He has been an InvestorPlace contributor since 2014. The post appeared first on InvestorPlace. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
iShares ESG MSCI EM Leaders ETF (LDEM) Source: Sundry Photography / Shutterstock.com Expense ratio: 0.16% Environmental, social and governance (ESG) investing is gaining momentum. That includes the introduction of more funds embracing ESG principles, including the iShares ESG MSCI EM Leaders ETF (NASDAQ:LDEM). Obviously, LDEM has a short track record, but thanks to the backing of a Finnish pension company, LDEM has in assets under management.
Freedom 100 Emerging Markets ETF (FRDM) Expense ratio: 0.49% Most ESG funds, emerging markets ETFs and otherwise, use a methodology similar to the aforementioned LDEM, which is to exclude certain “sin” stocks and environmental polluters. WisdomTree Emerging Markets High Dividend Fund (DEM) Expense ratio: 0.63% Standard emerging markets ETFs usually carry higher dividend yields than equivalent U.S.-focused products. iShares ESG MSCI EM Leaders ETF (LDEM) Source: Sundry Photography / Shutterstock.com Expense ratio: 0.16% Environmental, social and governance (ESG) investing is gaining momentum.
Freedom 100 Emerging Markets ETF (FRDM) Expense ratio: 0.49% Most ESG funds, emerging markets ETFs and otherwise, use a methodology similar to the aforementioned LDEM, which is to exclude certain “sin” stocks and environmental polluters. WisdomTree Emerging Markets High Dividend Fund (DEM) Expense ratio: 0.63% Standard emerging markets ETFs usually carry higher dividend yields than equivalent U.S.-focused products. iShares ESG MSCI EM Leaders ETF (LDEM) Source: Sundry Photography / Shutterstock.com Expense ratio: 0.16% Environmental, social and governance (ESG) investing is gaining momentum.
DEM follows the WisdomTree Emerging Markets High Dividend Index. iShares ESG MSCI EM Leaders ETF (LDEM) Source: Sundry Photography / Shutterstock.com Expense ratio: 0.16% Environmental, social and governance (ESG) investing is gaining momentum. That includes the introduction of more funds embracing ESG principles, including the iShares ESG MSCI EM Leaders ETF (NASDAQ:LDEM).
d210fb60-f650-4cdd-83fb-dd3b13c5e5c1
727115.0
2020-01-27 00:00:00 UTC
DEM Crosses Below Key Moving Average Level
DEM
https://www.nasdaq.com/articles/dem-crosses-below-key-moving-average-level-2020-01-27
nan
nan
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $43.50, changing hands as low as $43.09 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 3.3% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.40 per share, with $46.68 as the 52 week high point — that compares with a last trade of $43.41. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $43.50, changing hands as low as $43.09 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.40 per share, with $46.68 as the 52 week high point — that compares with a last trade of $43.41. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 3.3% on the day.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $43.50, changing hands as low as $43.09 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.40 per share, with $46.68 as the 52 week high point — that compares with a last trade of $43.41. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 3.3% on the day.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $43.50, changing hands as low as $43.09 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.40 per share, with $46.68 as the 52 week high point — that compares with a last trade of $43.41. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $43.50, changing hands as low as $43.09 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.40 per share, with $46.68 as the 52 week high point — that compares with a last trade of $43.41. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 3.3% on the day.
e1429b41-af37-47dc-8376-dda6d11fb9bd
727116.0
2019-10-25 00:00:00 UTC
DEM Crosses Above Key Moving Average Level
DEM
https://www.nasdaq.com/articles/dem-crosses-above-key-moving-average-level-2019-10-25
nan
nan
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.20, changing hands as high as $43.26 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.4% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.26. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.20, changing hands as high as $43.26 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.26. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.4% on the day.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.20, changing hands as high as $43.26 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.26. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.4% on the day.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.20, changing hands as high as $43.26 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.26. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.20, changing hands as high as $43.26 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.26. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.4% on the day.
e3a3a443-c976-45b0-9351-43cfd11af0e0
727117.0
2019-09-11 00:00:00 UTC
Bullish Two Hundred Day Moving Average Cross - DEM
DEM
https://www.nasdaq.com/articles/bullish-two-hundred-day-moving-average-cross-dem-2019-09-11
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $42.96, changing hands as high as $43.16 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.8% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.13. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $42.96, changing hands as high as $43.16 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.13. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.8% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $42.96, changing hands as high as $43.16 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.13. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.8% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $42.96, changing hands as high as $43.16 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.13. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $42.96, changing hands as high as $43.16 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $43.13. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 0.8% on the day.
6ce18bc9-2c3b-4c7d-8645-92ee21299657
727118.0
2019-08-12 00:00:00 UTC
DEM Crowded With Sellers
DEM
https://www.nasdaq.com/articles/dem-crowded-with-sellers-2019-08-12
nan
nan
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $41.13 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of WisdomTree Emerging Markets High Dividend Fund, the RSI reading has hit 29.1 — by comparison, the RSI reading for the S&P 500 is currently 44.9. A bullish investor could look at DEM's 29.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $41.26. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 0.8% on the day. Click here to find out what 9 other oversold dividend stocks you need to know about » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A bullish investor could look at DEM's 29.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $41.13 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $41.26.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $41.13 per share. A bullish investor could look at DEM's 29.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $41.26.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $41.13 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $41.26. A bullish investor could look at DEM's 29.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
In trading on Monday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $41.13 per share. A bullish investor could look at DEM's 29.1 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $38.90 per share, with $45.44 as the 52 week high point — that compares with a last trade of $41.26.
22ec4ec1-d942-460d-8f8a-3142446b7dbe
727119.0
2019-01-25 00:00:00 UTC
DEM Makes Bullish Cross Above Critical Moving Average
DEM
https://www.nasdaq.com/articles/dem-makes-bullish-cross-above-critical-moving-average-2019-01-25
nan
nan
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.18, changing hands as high as $43.35 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.2% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $50.31 as the 52 week high point - that compares with a last trade of $43.35. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.18, changing hands as high as $43.35 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $50.31 as the 52 week high point - that compares with a last trade of $43.35. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.2% on the day.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.18, changing hands as high as $43.35 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $50.31 as the 52 week high point - that compares with a last trade of $43.35. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.2% on the day.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.18, changing hands as high as $43.35 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $50.31 as the 52 week high point - that compares with a last trade of $43.35. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Friday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $43.18, changing hands as high as $43.35 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $38.90 per share, with $50.31 as the 52 week high point - that compares with a last trade of $43.35. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.2% on the day.
a452062f-57fb-49c8-bfb5-b4e4a279c012
727120.0
2019-01-10 00:00:00 UTC
Are Emerging Markets a Buy? ETFs in Focus
DEM
https://www.nasdaq.com/articles/are-emerging-markets-a-buy-etfs-in-focus-2019-01-10
nan
nan
The week started on a great note for the emerging economies as traders took cue from the rate cut in China's. People's Bank of China (PBOC), cut the reserve requirement ratio (RRR) by 100 bps or 1 percentage point in the last week to reignite growth in the world's second-largest economy (read: ETFs in Focus on China Rate Cut ). On Jan 7, the Indonesian rupiah registered its biggest gain since 2015, helping the MSCI Emerging Markets Currency Index rise to its highest level since July 2018 . The index has now risen in eight of the past 10 weeks (as of Jan 4). Emerging market equities and ETFs struggled in 2018. MSCI Emerging Markets Index plunged more than 15% last year. However, EM equities have started 2019 on a strong footing with gains of more than 2% in the first trading week of the year. Post the recent market bloodbath in the equities market, bargain hunters will look to park their investment in the beaten down emerging market assets. Rate hikes from the Fed were largely blamed for the poor performances of emerging market assets in 2018. However, the apparently dovish stance from the Fed in the latest FOMC meeting has resulted in speculation that the three-year rate hiking cycle could possibly halt in 2019 (read: Risk-On Trade is Back: ETFs That Gained the Most ). On average, the bear market has lasted for 220 days in emerging markets , per Ned Davis Research. With emerging markets having been in the bear market territory since September 2018, it's about time that these markets exit the bear territory, going by the data. Bank of America's Bull & Bear Indicator , a gauge which signaled investors to sell right before the emerging markets plunged a year ago, gave a buy sign last week, its first since the Brexit vote in June 2016. Also, Citigroup Inc has upgraded developing nation shares, calling them its "preferred value play." Further, Blackrock sees these assets at attractive valuations. ETFs in Focus A positive breakthrough in the trade talks between Washington and Beijing could bode well for the attractively valued emerging market assets. Against this backdrop, we highlight the five most popular emerging market ETFs. These have been performing well over the past four weeks (as of Jan 8) (see: all the Broad Emerging Market ETFs here): Vanguard FTSE Emerging Markets ETFVWO The fund tracks the FTSE Emerging Index and comprises 4686 holdings. Country wise, China (34.7%), Taiwan (14.1%) and India (11.7%) have double-digit exposure each. AUM is $56.3 billion and expense ratio is 0.14%. It has returned 2.3% over the past four weeks. The fund carries a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. iShares Core MSCI Emerging Markets ETFIEMG The fund tracks the MSCI Emerging Markets Investable Market Index. There are 1836 holdings in the basket. The countries with double-digit exposure are China (28.0%), South Korea (13.8%), Taiwan (11.6%) and India (10.0%). AUM is $50 billion and expense ratio is 0.14%. It has returned 2% over the past four weeks. The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: ETFs to Benefit & Lose From a Strengthening Dollar ). iShares MSCI Emerging Markets ETFEEM The fund tracks the MSCI Emerging Markets Index and comprises 952 holdings. China (30.1%), South Korea (13.5%) and Taiwan (10.9%) have double-digit exposure. AUM is $29.9 billion and expense ratio is 0.67%. It has returned 1.9% over the past four weeks. The fund carries a Zacks ETF Rank #3 with a Medium risk outlook. Schwab Emerging Markets Equity ETFSCHE The fund tracks the FTSE All Emerging Index. There are 988 holdings in the basket. China (34.1%), Taiwan (14.1%) and India (11.1%) are countries with double-digit exposure each. AUM is $4.9 billion and expense ratio is 0.13%. It has returned 2.4% over the past four weeks. The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: Emerging Market ETFs Pop on U.S.-Sino Trade Talks, Rate Hikes ) WisdomTree Emerging Markets Equity Income FundDEM The fund tracks the WisdomTree Emerging Markets Equity income Index. There are 469 holdings in the basket. Countries with double-digit exposure are Taiwan (25.0%), China (21.3 %%) and Russia (16.3%). AUM is $2 billion and expense ratio is 0.63%. It has returned 2.1% over the past four weeks. The fund carries a Zacks ETF Rank #3 with a Medium risk outlook. Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SCHWAB-EMG MKT (SCHE): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: Emerging Market ETFs Pop on U.S.-Sino Trade Talks, Rate Hikes ) WisdomTree Emerging Markets Equity Income FundDEM The fund tracks the WisdomTree Emerging Markets Equity income Index. Click to get this free report SCHWAB-EMG MKT (SCHE): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. On Jan 7, the Indonesian rupiah registered its biggest gain since 2015, helping the MSCI Emerging Markets Currency Index rise to its highest level since July 2018 .
The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: Emerging Market ETFs Pop on U.S.-Sino Trade Talks, Rate Hikes ) WisdomTree Emerging Markets Equity Income FundDEM The fund tracks the WisdomTree Emerging Markets Equity income Index. Click to get this free report SCHWAB-EMG MKT (SCHE): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. iShares Core MSCI Emerging Markets ETFIEMG The fund tracks the MSCI Emerging Markets Investable Market Index.
The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: Emerging Market ETFs Pop on U.S.-Sino Trade Talks, Rate Hikes ) WisdomTree Emerging Markets Equity Income FundDEM The fund tracks the WisdomTree Emerging Markets Equity income Index. Click to get this free report SCHWAB-EMG MKT (SCHE): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. These have been performing well over the past four weeks (as of Jan 8) (see: all the Broad Emerging Market ETFs here): Vanguard FTSE Emerging Markets ETFVWO The fund tracks the FTSE Emerging Index and comprises 4686 holdings.
The fund carries a Zacks ETF Rank #3 with a Medium risk outlook (read: Emerging Market ETFs Pop on U.S.-Sino Trade Talks, Rate Hikes ) WisdomTree Emerging Markets Equity Income FundDEM The fund tracks the WisdomTree Emerging Markets Equity income Index. Click to get this free report SCHWAB-EMG MKT (SCHE): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. These have been performing well over the past four weeks (as of Jan 8) (see: all the Broad Emerging Market ETFs here): Vanguard FTSE Emerging Markets ETFVWO The fund tracks the FTSE Emerging Index and comprises 4686 holdings.
53c9f207-e90a-4d99-b2da-ecd35641dfc7
727121.0
2018-11-28 00:00:00 UTC
The Zacks Analyst Blog Highlights: IEMG, VWO, SPEM, EEM and DEM
DEM
https://www.nasdaq.com/articles/the-zacks-analyst-blog-highlights%3A-iemg-vwo-spem-eem-and-dem-2018-11-28
nan
nan
For Immediate Release Chicago, IL - November 28, 2018 - Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include iShares Core MSCI Emerging Markets ETF IEMG , Vanguard FTSE Emerging Markets ETF VWO , SPDR Portfolio Emerging Markets ETF SPEM , iShares MSCI Emerging Markets ETF EEM and WisdomTree Emerging Markets High Dividend Fund DEM . Today, Zacks is promoting its ''Buy'' stock recommendations. Get #1Stock of the Day pick for free. Here are highlights from Tuesday's Analyst Blog: Emerging Markets Rebound: 5 ETFs Seeing Big Inflows After a steep selloff triggered by trade tensions, a strong dollar, China's economic slowdown, and crisis in Argentina and Turkey, emerging markets regained momentum as investors are betting hugely on their rebound in the coming months. In fact, this has pulled in billions of dollars into emerging market ETFs (read: ETFs to Benefit & Lose From a Strengthening Dollar ). Per Bloomberg report, U.S.-listed ETFs that track developing countries, along with targeted country-specific ETFs, attracted $1.28 billion for the week ended Nov 23, marking the sixth consecutive week of inflows. This brings total inflows of around $20.5 billion for the year. The renewed optimism came on the heels of a soft view from the Fed, hopes of a trade truce between the United States and China at the G-20 meeting and expectations of a weaker dollar in 2019. Fed officials hinted toward easing of the multiple interest rate hikes next year as the global economy is slowing down. According to a recent Reuters poll , a significant majority of economists surveyed over the past week say the Fed will slow the pace next year. Meanwhile, a new CNBC Global CFO Council survey found that 45.9% expect two rate hikes in 2019, while 40.5% expect three. Since the last Fed meeting in November, the federal fund futures market shows market's expectation of two or more rate hikes in 2019 dropping to around 37% from 67%, meaning those futures now forecast one to two rate increases next year. That said, Morgan Stanley upgraded emerging market stocks to overweight from underweight with the top countries including Brazil, Thailand, Indonesia, India, Peru and Poland. Additionally, emerging market valuations look extremely cheap, indicating a long-term buying opportunity. According to a report from Yardeni Research, stocks in the MSCI Emerging Markets Index are currently trading at 10.4 times estimated earnings for the next 12 months. This is much below 15.6 times estimated earnings for the next 12 months for the American equities and 12.7 times the EAFE. Notably, the MSCI Emerging Markets Index, which measures stocks in 24 economies, has fallen around 16% so far this year (read: Time to Buy the Beaten-Down Emerging Market ETFs? ). ETFs to Consider Given the encouraging fundamentals, investors seeking to make profits in this space could play with emerging market ETFs. While there are several options in the space, we have highlighted five funds that have been enjoying huge capital inflows this month. iShares Core MSCI Emerging Markets ETF IEMG is among the most popular ETF plays this month, pulling in about $2.2 billion in capital. It offers exposure to a broad range of 1878 emerging market securities with each accounting for less than 4% of the assets. China takes the largest share at 28.6% while South Korea and Taiwan also receive double-digit exposure each. From a sector look, about one-fourth of the portfolio is tilted toward financials while information technology, communications and consumer discretionary round off the next three spots. The ETF has AUM of $47.6 billion and average daily volume of about 14.9 million shares. It charges 14 bps in annual fees and has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. Vanguard FTSE Emerging Markets ETF This fund has gathered $424 million in capital, bringing its total AUM to $55 billion. It holds 4644 stocks in its basket with none making up for more than 4.1% share. Chinese firms account for 32% of the portfolio while Taiwan and India take 14% and 11% share, respectively. Here also, financials is the top sector at 25% followed by communications (13%), technology (10%), consumer discretionary (10%). The product charges 14 bps in annual fees and trades in heavy volume of 15.5 million shares. It has a Zacks ETF Rank #3 with a Medium risk outlook. SPDR Portfolio Emerging Markets ETF With AUM of $1.7 billion, this product follows the S&P Emerging BMI Index and charges 11 bps in annual fees. Holding 1388 stocks in its basket, it is pretty spread out across components with none making up for more than 4.3% share. From a country look, China takes the largest share at 31.7% while India and Taiwan round off the next two spots. Financials, information technology, and consumer discretionary are the top three sectors. SPEM saw inflows of $221 million this month and trades in average daily volume of 601,000 shares. It has a Zacks ETF Rank #3 (read: Emerging Market Currencies Falling: These ETFs Are Still Hot ). iShares MSCI Emerging Markets ETF This product tracks the MSCI Emerging Markets Index, holding 979 stocks in its basket with each accounting for no more than 4.41% of the assets. China, South Korea and Taiwan are the top three countries while financials, information technology, and communication constitute the top three sectors. EEM has accumulated more than $91 million in capital this month. It is the most-popular and widely traded emerging market ETF with AUM of $28.7 billion and average daily volume of more than 75.6 million shares. The fund charges 69 bps in fees per year from investors and has a Zacks ETF Rank #3 with a Medium risk outlook. WisdomTree Emerging Markets High Dividend Fund This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. It offers exposure to the high-dividend-yielding companies in the emerging markets region by tracking the WisdomTree Emerging Markets Equity Income Index. DEM holds 493 stocks with each making up for no more than 3% share. Here, Taiwan, China and Russia are the top three countries with 25.3%, 21.8% and 15.7% share, respectively while financials, energy and materials make up the top three sectors with double-digit exposure each. The product has expense ratio of 0.63% and sees volume of 280,000 shares a day on average. It has a Zacks ETF Rank #3 with a Medium risk outlook (read: Should You Dig Into the Undervaluation of EM ETFs? ) Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> About Zacks Equity Research Zacks Equity Research provides the best of quantitative and qualitative analysis to help investors know what stocks to buy and which to sell for the long-term. Continuous coverage is provided for a universe of 1,150 publicly traded stocks. Our analysts are organized by industry which gives them keen insights to developments that affect company profits and stock performance. Recommendations and target prices are six-month time horizons. Strong Stocks that Should Be in the News Many are little publicized and fly under the Wall Street radar. They're virtually unknown to the general public. Yet today's 220 Zacks Rank #1 "Strong Buys" were generated by the stock-picking system that has nearly tripled the market from 1988 through 2015. Its average gain has been a stellar +26% per year. See these high-potential stocks free >>. Follow us on Twitter: https://twitter.com/zacksresearch Join us on Facebook: https://www.facebook.com/home.php#/pages/Zacks-Investment-Research/57553657748?ref=ts Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@zacks.com https://www.zacks.com/ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Stocks recently featured in the blog include iShares Core MSCI Emerging Markets ETF IEMG , Vanguard FTSE Emerging Markets ETF VWO , SPDR Portfolio Emerging Markets ETF SPEM , iShares MSCI Emerging Markets ETF EEM and WisdomTree Emerging Markets High Dividend Fund DEM . DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here.
Stocks recently featured in the blog include iShares Core MSCI Emerging Markets ETF IEMG , Vanguard FTSE Emerging Markets ETF VWO , SPDR Portfolio Emerging Markets ETF SPEM , iShares MSCI Emerging Markets ETF EEM and WisdomTree Emerging Markets High Dividend Fund DEM . Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. DEM holds 493 stocks with each making up for no more than 3% share.
Stocks recently featured in the blog include iShares Core MSCI Emerging Markets ETF IEMG , Vanguard FTSE Emerging Markets ETF VWO , SPDR Portfolio Emerging Markets ETF SPEM , iShares MSCI Emerging Markets ETF EEM and WisdomTree Emerging Markets High Dividend Fund DEM . Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here. DEM holds 493 stocks with each making up for no more than 3% share.
Stocks recently featured in the blog include iShares Core MSCI Emerging Markets ETF IEMG , Vanguard FTSE Emerging Markets ETF VWO , SPDR Portfolio Emerging Markets ETF SPEM , iShares MSCI Emerging Markets ETF EEM and WisdomTree Emerging Markets High Dividend Fund DEM . DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports To read this article on Zacks.com click here.
74080f85-70aa-49b9-87c2-5fff5036fef5
727122.0
2018-11-27 00:00:00 UTC
Emerging Market on a Rebound? 5 ETFs Seeing Big Inflows
DEM
https://www.nasdaq.com/articles/emerging-market-rebound-5-etfs-seeing-big-inflows-2018-11-27
nan
nan
After a steep selloff triggered by trade tensions, a strong dollar, China's economic slowdown, and crisis in Argentina and Turkey, emerging markets regained momentum as investors are betting hugely on their rebound in the coming months. In fact, this has pulled in billions of dollars into emerging market ETFs (read: ETFs to Benefit & Lose From a Strengthening Dollar ). Per Bloomberg report, U.S.-listed ETFs that track developing countries, along with targeted country-specific ETFs, attracted $1.28 billion for the week ended Nov 23, marking the sixth consecutive week of inflows. This brings total inflows of around $20.5 billion for the year. The renewed optimism came on the heels of a soft view from the Fed, hopes of a trade truce between the United States and China at the G-20 meeting and expectations of a weaker dollar in 2019. Fed officials hinted toward easing of the multiple interest rate hikes next year as the global economy is slowing down. According to a recent Reuters poll , a significant majority of economists surveyed over the past week say the Fed will slow the pace next year. Meanwhile, a new CNBC Global CFO Council survey found that 45.9% expect two rate hikes in 2019, while 40.5% expect three. Since the last Fed meeting in November, the federal fund futures market shows market's expectation of two or more rate hikes in 2019 dropping to around 37% from 67%, meaning those futures now forecast one to two rate increases next year. That said, Morgan Stanley upgraded emerging market stocks to overweight from underweight with the top countries including Brazil, Thailand, Indonesia, India, Peru and Poland. Additionally, emerging market valuations look extremely cheap, indicating a long-term buying opportunity. According to a report from Yardeni Research, stocks in the MSCI Emerging Markets Index are currently trading at 10.4 times estimated earnings for the next 12 months. This is much below 15.6 times estimated earnings for the next 12 months for the American equities and 12.7 times the EAFE. Notably, the MSCI Emerging Markets Index, which measures stocks in 24 economies, has fallen around 16% so far this year (read: Time to Buy the Beaten-Down Emerging Market ETFs? ). ETFs to Consider Given the encouraging fundamentals, investors seeking to make profits in this space could play with emerging market ETFs. While there are several options in the space, we have highlighted five funds that have been enjoying huge capital inflows this month. iShares Core MSCI Emerging Markets ETF IEMG IEMG is among the most popular ETF plays this month, pulling in about $2.2 billion in capital. It offers exposure to a broad range of 1878 emerging market securities with each accounting for less than 4% of the assets. China takes the largest share at 28.6% while South Korea and Taiwan also receive double-digit exposure each. From a sector look, about one-fourth of the portfolio is tilted toward financials while information technology, communications and consumer discretionary round off the next three spots. The ETF has AUM of $47.6 billion and average daily volume of about 14.9 million shares. It charges 14 bps in annual fees and has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. Vanguard FTSE Emerging Markets ETF VWO This fund has gathered $424 million in capital, bringing its total AUM to $55 billion. It holds 4644 stocks in its basket with none making up for more than 4.1% share. Chinese firms account for 32% of the portfolio while Taiwan and India take 14% and 11% share, respectively. Here also, financials is the top sector at 25% followed by communications (13%), technology (10%), consumer discretionary (10%). The product charges 14 bps in annual fees and trades in heavy volume of 15.5 million shares. It has a Zacks ETF Rank #3 with a Medium risk outlook. SPDR Portfolio Emerging Markets ETF SPEM With AUM of $1.7 billion, this product follows the S&P Emerging BMI Index and charges 11 bps in annual fees. Holding 1388 stocks in its basket, it is pretty spread out across components with none making up for more than 4.3% share. From a country look, China takes the largest share at 31.7% while India and Taiwan round off the next two spots. Financials, information technology, and consumer discretionary are the top three sectors. SPEM saw inflows of $221 million this month and trades in average daily volume of 601,000 shares. It has a Zacks ETF Rank #3 (read: Emerging Market Currencies Falling: These ETFs Are Still Hot ). iShares MSCI Emerging Markets ETF EEM This product tracks the MSCI Emerging Markets Index, holding 979 stocks in its basket with each accounting for no more than 4.41% of the assets. China, South Korea and Taiwan are the top three countries while financials, information technology, and communication constitute the top three sectors. EEM has accumulated more than $91 million in capital this month. It is the most-popular and widely traded emerging market ETF with AUM of $28.7 billion and average daily volume of more than 75.6 million shares. The fund charges 69 bps in fees per year from investors and has a Zacks ETF Rank #3 with a Medium risk outlook. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. It offers exposure to the high-dividend-yielding companies in the emerging markets region by tracking the WisdomTree Emerging Markets Equity Income Index. DEM holds 493 stocks with each making up for no more than 3% share. Here, Taiwan, China and Russia are the top three countries with 25.3%, 21.8% and 15.7% share, respectively while financials, energy and materials make up the top three sectors with double-digit exposure each. The product has expense ratio of 0.63% and sees volume of 280,000 shares a day on average. It has a Zacks ETF Rank #3 with a Medium risk outlook (read: Should You Dig Into the Undervaluation of EM ETFs? ) Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here.
Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share.
Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share.
WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here.
923a4425-e61e-4411-984d-c582f87b39e9
727123.0
2018-11-27 00:00:00 UTC
Emerging Markets on a Rebound? 5 ETFs Seeing Big Inflows
DEM
https://www.nasdaq.com/articles/emerging-markets-rebound-5-etfs-seeing-big-inflows-2018-11-27
nan
nan
After a steep selloff triggered by trade tensions, a strong dollar, China's economic slowdown, and crisis in Argentina and Turkey, emerging markets regained momentum as investors are betting hugely on their rebound in the coming months. In fact, this has pulled in billions of dollars into emerging market ETFs (read: ETFs to Benefit & Lose From a Strengthening Dollar ). Per Bloomberg report, U.S.-listed ETFs that track developing countries, along with targeted country-specific ETFs, attracted $1.28 billion for the week ended Nov 23, marking the sixth consecutive week of inflows. This brings total inflows of around $20.5 billion for the year. The renewed optimism came on the heels of a soft view from the Fed, hopes of a trade truce between the United States and China at the G-20 meeting and expectations of a weaker dollar in 2019. Fed officials hinted toward easing of the multiple interest rate hikes next year as the global economy is slowing down. According to a recent Reuters poll , a significant majority of economists surveyed over the past week say the Fed will slow the pace next year. Meanwhile, a new CNBC Global CFO Council survey found that 45.9% expect two rate hikes in 2019, while 40.5% expect three. Since the last Fed meeting in November, the federal fund futures market shows market's expectation of two or more rate hikes in 2019 dropping to around 37% from 67%, meaning those futures now forecast one to two rate increases next year. That said, Morgan Stanley upgraded emerging market stocks to overweight from underweight with the top countries including Brazil, Thailand, Indonesia, India, Peru and Poland. Additionally, emerging market valuations look extremely cheap, indicating a long-term buying opportunity. According to a report from Yardeni Research, stocks in the MSCI Emerging Markets Index are currently trading at 10.4 times estimated earnings for the next 12 months. This is much below 15.6 times estimated earnings for the next 12 months for the American equities and 12.7 times the EAFE. Notably, the MSCI Emerging Markets Index, which measures stocks in 24 economies, has fallen around 16% so far this year (read: Time to Buy the Beaten-Down Emerging Market ETFs? ). ETFs to Consider Given the encouraging fundamentals, investors seeking to make profits in this space could play with emerging market ETFs. While there are several options in the space, we have highlighted five funds that have been enjoying huge capital inflows this month. iShares Core MSCI Emerging Markets ETF IEMG IEMG is among the most popular ETF plays this month, pulling in about $2.2 billion in capital. It offers exposure to a broad range of 1878 emerging market securities with each accounting for less than 4% of the assets. China takes the largest share at 28.6% while South Korea and Taiwan also receive double-digit exposure each. From a sector look, about one-fourth of the portfolio is tilted toward financials while information technology, communications and consumer discretionary round off the next three spots. The ETF has AUM of $47.6 billion and average daily volume of about 14.9 million shares. It charges 14 bps in annual fees and has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. Vanguard FTSE Emerging Markets ETF VWO This fund has gathered $424 million in capital, bringing its total AUM to $55 billion. It holds 4644 stocks in its basket with none making up for more than 4.1% share. Chinese firms account for 32% of the portfolio while Taiwan and India take 14% and 11% share, respectively. Here also, financials is the top sector at 25% followed by communications (13%), technology (10%), consumer discretionary (10%). The product charges 14 bps in annual fees and trades in heavy volume of 15.5 million shares. It has a Zacks ETF Rank #3 with a Medium risk outlook. SPDR Portfolio Emerging Markets ETF SPEM With AUM of $1.7 billion, this product follows the S&P Emerging BMI Index and charges 11 bps in annual fees. Holding 1388 stocks in its basket, it is pretty spread out across components with none making up for more than 4.3% share. From a country look, China takes the largest share at 31.7% while India and Taiwan round off the next two spots. Financials, information technology, and consumer discretionary are the top three sectors. SPEM saw inflows of $221 million this month and trades in average daily volume of 601,000 shares. It has a Zacks ETF Rank #3 (read: Emerging Market Currencies Falling: These ETFs Are Still Hot ). iShares MSCI Emerging Markets ETF EEM This product tracks the MSCI Emerging Markets Index, holding 979 stocks in its basket with each accounting for no more than 4.41% of the assets. China, South Korea and Taiwan are the top three countries while financials, information technology, and communication constitute the top three sectors. EEM has accumulated more than $91 million in capital this month. It is the most-popular and widely traded emerging market ETF with AUM of $28.7 billion and average daily volume of more than 75.6 million shares. The fund charges 69 bps in fees per year from investors and has a Zacks ETF Rank #3 with a Medium risk outlook. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. It offers exposure to the high-dividend-yielding companies in the emerging markets region by tracking the WisdomTree Emerging Markets Equity Income Index. DEM holds 493 stocks with each making up for no more than 3% share. Here, Taiwan, China and Russia are the top three countries with 25.3%, 21.8% and 15.7% share, respectively while financials, energy and materials make up the top three sectors with double-digit exposure each. The product has expense ratio of 0.63% and sees volume of 280,000 shares a day on average. It has a Zacks ETF Rank #3 with a Medium risk outlook (read: Should You Dig Into the Undervaluation of EM ETFs? ) Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here.
Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share.
Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share.
WisdomTree Emerging Markets High Dividend Fund DEM This fund has gathered more than $90 million in its asset base, propelling its AUM to $1.9 billion. DEM holds 493 stocks with each making up for no more than 3% share. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SPDR-PRT EM (SPEM): ETF Research Reports To read this article on Zacks.com click here.
02574fce-fdc8-4651-8e86-8740a2378cb6
727124.0
2018-10-09 00:00:00 UTC
Should You Dig Into the Undervaluation of EM ETFs?
DEM
https://www.nasdaq.com/articles/should-you-dig-undervaluation-em-etfs-2018-10-09
nan
nan
Emerging-market stocks have probably seen "their worst weekly losses since early February." Overall, 2018 has so far been pretty upsetting for emerging market (EM) ETFs.The main cause for the EM pain in the first half was the dollar rally, which is why emerging markets witnessed the " worst start to a year since the 2013 taper tantrum." As talks of faster-than-expected Fed rate hikes started doing rounds, U.S. Treasury yields moved higher and the greenback gained strength and EM stocks fell flat. Then came the turmoil in Turkey and Argentina in August. The double whammy had a spiraling effect on EM currencies. Plus, there are trade tensions between the United States and China, and country-specific political problems. Many emerging market assets are trading at record lows. Buy the Dip in EM ETF Selloff? Many are thinking that it is a buying point because of the undervaluation in emerging market equities compared with domestic stocks. Per an article published on Forbes, companies are trading 18 times forward earnings which is above the long-term price to earnings (P/E) ratio of 15 times, resulting in 20% overvaluation. On the other hand, EM stocks are trading below their long-term average of around 16 times. EM equities are trading at nearly 11 times, 30% lower than their historical average of 16 times. EMs are distributing dividends at 3.35%, 82% higher than U.S. stocks. These numbers indicate that there is the potential for outperformance in emerging market stocks. Per JP Morgan, EM equities could soar about 15% over the next six months as developing economies are reducing their performance gap with U.S. peers. Not only J.P. Morgan, UBS Group AG and Morgan Stanley also find value in emerging markets. Some investors are even of the view "that the end of the Fed's interest hike cycle may be coming into sight."After all, the Fed's future rate hikes are priced in at the current level (read: Has EM Selloff Bottomed Out? ETFs to Tap ). Any Wall of Worry? Though long-term fundamentals are positive due to undervaluation, EM stocks could see further selloff if U.S. Treasury yields keep trending higher. The Indian rupee is at a record low. China's trade relation with the United States are getting sourer, Brazil and Argentina are not out of any upheaval. Also, any flare-up in trade tensions and hawkishness in other central banks from developed markets may hurt the bloc. ETFs in Focus Still, below we highlight a few ETFs that have low P/E ratios and have lost relatively less than EEM (down 15.4% year to date). iShares Emerging Markets Dividend ETF DVYE - P/E 9.48x WisdomTree Emerging Markets Equity Income FundDEM - P/E 9.73x KraneShares MSCI One Belt One Road ETFOBOR - P/E 10.86x PIMCO RAFI Dynamic Multi-Factor Emerging Market Equity ETF (MFEM) - P/E 12.13x Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PIM-R DYN MFEME (MFEM): ETF Research Reports KRANS-M OBORI (OBOR): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
iShares Emerging Markets Dividend ETF DVYE - P/E 9.48x WisdomTree Emerging Markets Equity Income FundDEM - P/E 9.73x KraneShares MSCI One Belt One Road ETFOBOR - P/E 10.86x PIMCO RAFI Dynamic Multi-Factor Emerging Market Equity ETF (MFEM) - P/E 12.13x Want key ETF info delivered straight to your inbox? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PIM-R DYN MFEME (MFEM): ETF Research Reports KRANS-M OBORI (OBOR): ETF Research Reports To read this article on Zacks.com click here. As talks of faster-than-expected Fed rate hikes started doing rounds, U.S. Treasury yields moved higher and the greenback gained strength and EM stocks fell flat.
iShares Emerging Markets Dividend ETF DVYE - P/E 9.48x WisdomTree Emerging Markets Equity Income FundDEM - P/E 9.73x KraneShares MSCI One Belt One Road ETFOBOR - P/E 10.86x PIMCO RAFI Dynamic Multi-Factor Emerging Market Equity ETF (MFEM) - P/E 12.13x Want key ETF info delivered straight to your inbox? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PIM-R DYN MFEME (MFEM): ETF Research Reports KRANS-M OBORI (OBOR): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research?
iShares Emerging Markets Dividend ETF DVYE - P/E 9.48x WisdomTree Emerging Markets Equity Income FundDEM - P/E 9.73x KraneShares MSCI One Belt One Road ETFOBOR - P/E 10.86x PIMCO RAFI Dynamic Multi-Factor Emerging Market Equity ETF (MFEM) - P/E 12.13x Want key ETF info delivered straight to your inbox? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PIM-R DYN MFEME (MFEM): ETF Research Reports KRANS-M OBORI (OBOR): ETF Research Reports To read this article on Zacks.com click here. Overall, 2018 has so far been pretty upsetting for emerging market (EM) ETFs.The main cause for the EM pain in the first half was the dollar rally, which is why emerging markets witnessed the " worst start to a year since the 2013 taper tantrum."
iShares Emerging Markets Dividend ETF DVYE - P/E 9.48x WisdomTree Emerging Markets Equity Income FundDEM - P/E 9.73x KraneShares MSCI One Belt One Road ETFOBOR - P/E 10.86x PIMCO RAFI Dynamic Multi-Factor Emerging Market Equity ETF (MFEM) - P/E 12.13x Want key ETF info delivered straight to your inbox? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PIM-R DYN MFEME (MFEM): ETF Research Reports KRANS-M OBORI (OBOR): ETF Research Reports To read this article on Zacks.com click here. Many emerging market assets are trading at record lows.
3b1a18f2-cca0-44da-b2a3-5a46ff84d55d
727125.0
2018-08-10 00:00:00 UTC
Emerging-Markets Stocks: 10 Ways to Play the Next Bull Market
DEM
https://www.nasdaq.com/articles/emerging-markets-stocks-10-ways-play-next-bull-market-2018-08-10
nan
nan
Emerging markets have been a real minefield of late. The United States and China have ratcheted up their trade war rhetoric, and investors have been shunning emerging-markets stocks and sticking with the comforts of home. But they may be doing so at their own detriment. Emerging markets are cheap after a decade of underperformance marked by sagging commodity prices, political instability and strong home-country bias by American investors. For the contrarian investor willing to look past the headlines, testing the waters in emerging markets makes sense. U.S. stocks are as expensive as they were in the late 1990s by some metrics, while foreign markets in general and emerging markets in particular are cheap and unloved. If history is any guide, EMs should beat the pants off of American stocks over the next decade. "There is no doubt that the U.S. stock market is expensive (though not quite a bubble like the 1990s), with foreign markets much more reasonable," explains Meb Faber, CEO of Cambria Investment Management and manager of the Cambria Global Value ETF ( GVAL ), among other funds. "Today, we find the most reasonable valuations in the beaten-down, emerging markets that sport a valuation roughly half that of the U.S. -- some countries are even clocking in with single-digit P/E ratios. " Faber recommends that investors "close your eyes, hold your nose, and buy a basket of the cheap countries with the plan to hold them for a decade." Today, we'll look at 10 ways to make that trade on emerging-markets stocks using a mixture of exchange-traded funds (ETFs), closed-end funds (CEFs) and individual companies. SEE ALSO: 39 European Dividend Aristocrats for International Income Growth Market value: $31.8 billion Expense ratio: 0.69% The easiest and most straightforward way to invest in emerging markets is via the iShares MSCI Emerging Markets ETF ( EEM , $44.13), the largest, oldest and most liquid of all emerging-markets ETFs. It's not new. It's not particularly exciting. But it's tried and true. EEM has more than $31 billion in assets and has average trading volume of close to 70 million shares per day. The ETF also has an expense ratio of 0.69%, which is moderately low by the standards of non-U.S. ETFs. The biggest knock on EEM is that it's not particularly diversified. China makes up 31% of the fund's holdings, and Taiwan makes up another 12%. That means nearly half the fund is invested in "Greater China." South Korea and India account for 14% and 9%, respectively. Then it really drops off. Still, in drilling down to the underlying stock holdings, EEM holds several of the emerging-market growth dynamos you'd likely want to own, such as Tencent Holdings ( TCEHY ), Alibaba Group ( BABA ) and Baidu ( BIDU ), which make up roughly 5%, 4% and 1% of the portfolio, respectively. If you value liquidity and ease of trading, EEM is probably your best bet. Just be sure you keep its high concentration to China in mind. SEE ALSO: 10 Best ETFs to Buy for Beginners Market value: $2.0 billion Expense ratio: 0.63% For a different spin, consider the WisdomTree Emerging Markets High Dividend ETF ( DEM , $44.30). The idea of an emerging-markets dividend fund might seem a little counterintuitive. After all, EM investing is generally though of as being aggressive, whereas dividend strategies are marketed to the proverbial widows and orphans. But this is precisely the sort of quirk that makes DEM an interesting alternative. WisdomTree was an early leader in "smart beta" strategies that moved beyond simple cap weighting, focusing instead on fundamental factors such as dividends and earnings. The index that DEM is based on is fundamentally weighted, based on dividends paid. The index ranks emerging-markets stocks by dividend yield, limiting its pool to only the top 30% highest by dividend yield. DEM yields more than 5%. As with EEM, China and Taiwan are a large chunk of the portfolio, making up a combined 44%. But it gets interesting after that. Russia and South Africa are the next largest countries, at 15% and 12%, respectively. The largest individual stock holdings are Russian energy firms Lukoil ( LUKOY ) and Gazprom ( OGZPY ), each accounting for a little more than 4%. If you're looking to broaden your exposure to emerging markets away from the same stocks that virtually everyone else in the space is buying, DEM is a solid option. SEE ALSO: 7 Dividend ETFs That Do It Differently Market value: $1.6 billion Expense ratio: 0.84% Despite being the world's second most populous country, an industrializing democracy with English-style common law, and a growing presence in technology, India tends to make up a relatively small allocation of most broad emerging-markets indices. If you're looking to beef up that allocation, the WisdomTree India Earnings ETF ( EPI , $26.88) is a solid option. In typical WisdomTree style, EPI isn't weighted by market capitalization. Instead it is weighted by earnings, which gives you larger exposure to the most profitable companies. The approach appears to be working. Since its 2007 inception, EPI has outperformed the MSCI India Index with annualized returns of 1.47% vs. 0.48%. EPI also outperformed the MSCI index modestly over the past one-, three-, five- and 10-year periods. As you might expect, software and services are a large part of EPI's portfolio, making up about 21%. But energy and banks chip in another 19% and 18%, respectively. India still is considerably less developed than China, with per capita GDP of less than half China's levels. If you believe that India is likely to close that gap in the coming decades, having exposure to Indian stocks makes sense. SEE ALSO: QUIZ: Test Your Knowledge of ETFs Market value: $363.4 million Expense ratio: 0.66% Let's jump away from the larger emerging markets that tend to generate most of the headlines and instead go a little further off the beaten path in search of growth. One country worth a serious look is Vietnam. Vietnam's economy is growing at a blistering 7.4% rate, and the growth rate has consistently been between 5% and 8% over the past eight years. Vietnam can sustain those high growth rates because it is still a very underdeveloped country with per capita GDP of less than $2,000. It's also an extremely young country, with about half the population under the age of 25. But these are precisely the kinds of opportunities emerging-markets investors look for. China abandoned ideological communism 30 years ago, choosing to embrace capitalism (albeit with a lot of state influence). Vietnam is following a similar path. While still nominally a communist country, Vietnam has been opening its economy for the past 20 years. For exposure to Vietnam, consider the VanEck Vectors Vietnam ETF ( VNM , $16.31). This ETF is pretty concentrated, with just 27 holdings, and more than a quarter of the fund invested in just three companies - No Va Land Investment Group, Vingroup and Vietnam Dairy Products. It's not a pure play, either, with nearly 30% of its portfolio invested in non-Vietnamese companies that do business in Vietnam. But it gets you close enough. SEE ALSO: 11 Best Vanguard Index Funds to Buy for Low-Cost Quality Market value: $233.0 million Expense ratio: 1.55% Moving away from ETFs, let's take a look at the Morgan Stanley Emerging Markets Fund ( MSF , $16.51), a closed-end fund with more than 20 years of experience in developing markets. Closed-end funds (CEFs) are a very different animal than ETFs. Both are funds that trade on an exchange, just like stocks, but that's where the similarity ends. ETF shares can be created or destroyed based on demand, which ensures that ETFs always trade close to their net asset value (NAV). CEFs, on the other hand, have a fixed number of shares. And with no mechanism to force prices in line with NAV, you can get situation where the share price trades at a large discount or premium to their net asset value. It's hard to resist getting a dollar's worth of assets for 88 cents, but that is exactly the pricing we see in MSF today. The shares trade at a wide 12% discount to NAV. SEE ALSO: The 8 Best Income Funds for a Scared Market Market value: $461.8 billion Now that we've covered an assortment of funds, let's look at some individual names. At the top of the list is Chinese e-commerce and technology conglomerate Alibaba ( BABA , $177.19). Alibaba has been called "the Amazon.com of China" because of its strong presence in online retail, though their retail operations don't quite work the same way. However, the comparison is apt once you go deeper than retail. Amazon.com ( AMZN ) bulls will be the first to tell you that it's far more than a giant Walmart ( WMT ) on the web. It's a technological powerhouse, a major innovator in cloud services and an up-and-coming shipping and logistics empire. Alibaba essentially does in China everything Amazon does stateside ... and more. It is a one-stop shop for the Chinese internet economy. Because of its clout as the most important non-U.S.-based tech and e-commerce company, Alibaba tends to be a relatively large component of most emerging-markets indices. So, if you already own iShares' EEM or another broad ETF, you likely already own Alibaba indirectly. But if there was a single emerging-markets stock that you'd want to buy, drop in a drawer and forget about for the next 20 years, it likely would be Alibaba. SEE ALSO: 15 Consumer Stocks That Deliver Dividend Growth Like Clockwork Market value: $445.9 billion Tencent Holdings ( TCEHY , $47.55) is also a staple among emerging market funds, and for good reason. Along with Alibaba, it's one of the two most important technology companies in the world outside of America's West Coast. Tencent has no true equivalent in the West. It competes with Facebook ( FB ) in social media and messaging, Netflix ( NFLX ) in streaming video and Alphabet's ( GOOGL ) Google in search. It's also a powerhouse in mobile gaming and has a host of other internet and media businesses. Although it's not widely used in the United States, Tencent's WeChat is China's answer to Facebook's WhatsApp and boasts roughly a billion active users. But unlike WhatsApp, which is used for messaging and voice calls only, WeChat can be used for payments like Apple's ( AAPL ) Apple Pay or PayPal's ( PYPL ) Venmo and has expanded into a broader social media and information hub. Though dominant in its home market, Tencent's ambitions go well beyond China's borders. It already has large stakes in Snap ( SNAP ), Spotify ( SPOT ) and Tesla ( TSLA ) and has no plans to stop investing. SEE ALSO: 25 Blue-Chip Stocks Mutual Fund Managers Love Most Market value: $188.1 billion The past several years have seen software and services stocks utterly dominate, both domestically and in emerging markets. This is the era of the "FAANGs" and their competitors. Yet software and services are all but useless without internet service, and that's where China Mobile ( CHL , $45.48) comes in. China Mobile is the world's largest mobile phone service provider in terms of subscribers served. As of June 2018, the company boasted more than 900 million subscribers. Think of China Mobile as China's combined AT&T ( T ) and Verizon ( VZ ). China Mobile faces the same constraints that Western telecoms face in that the market for smartphones is quickly becoming saturated, even in emerging markets like China. These are not high-growth companies like they might have been a decade ago. But you can think of China Mobile as an essential utility that makes the modern world work. China Mobile also pays a nice dividend of 4.4% based on current prices. SEE ALSO: 6 5G-Ready Telecom Stocks to Boost Your Portfolio Market value: $18.1 billion Most of this article has focused on China due to that country's outsized economic clout in the sector. But Latin America is also an important growth market. And within Latin America, Peru - a relatively small country of about 30 million people - is one of the most promising markets. The only real problem with investing in Peru is the lack of liquidity. There simply aren't that many large stocks, and the few that do exist are too heavily concentrated in gold and copper mining. But if you're looking for broad-based exposure to the Peruvian economy, banking leader Credicorp ( BAP , $230.07) is a solid option. Creditcorp's Banco de Credito de Peru is the country's largest retail bank, offering personal and commercial loans and a large suite of typical financial services. Through subsidiaries, it also is active in microfinance, lending to small businesses that normally would be excluded from the formal economy. If you're looking for a nice buy-and-hold option in one of Latin America's fastest growing markets, Credicorp is a solid option. SEE ALSO: 7 Latin American Stocks to Buy for the Long-Term Market value: $69.0 billion For a long time, "emerging markets" were synonymous with "natural resources." The higher value-added companies were all located in the West or Japan, whereas the rest of the world did little more than supply the raw materials. That's no longer true today, as some of today's most exciting tech firms hail from the developing world. Yet raw materials are still an important part of many emerging-country economies, which is why Brazil's Vale S.A. ( VALE , $13.63) makes the list. Vale is one of the largest mining companies in the world and is the biggest producer of iron ore and nickel. Vale produces the metals and materials that make industrialization in the rest of the developing world possible. Vale is a volatile stock, so you should keep your position sizes modest. But if you want a raw materials stock to add a little diversification to a tech-heavy emerging-markets portfolio - and one that offers a 4% yield right now, to boot - Vale is a great option. SEE ALSO: 14 Top-Flight International Dividend Stocks to Buy The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
SEE ALSO: 7 Dividend ETFs That Do It Differently Market value: $1.6 billion Expense ratio: 0.84% Despite being the world's second most populous country, an industrializing democracy with English-style common law, and a growing presence in technology, India tends to make up a relatively small allocation of most broad emerging-markets indices. SEE ALSO: 10 Best ETFs to Buy for Beginners Market value: $2.0 billion Expense ratio: 0.63% For a different spin, consider the WisdomTree Emerging Markets High Dividend ETF ( DEM , $44.30). But this is precisely the sort of quirk that makes DEM an interesting alternative.
SEE ALSO: 10 Best ETFs to Buy for Beginners Market value: $2.0 billion Expense ratio: 0.63% For a different spin, consider the WisdomTree Emerging Markets High Dividend ETF ( DEM , $44.30). But this is precisely the sort of quirk that makes DEM an interesting alternative. The index that DEM is based on is fundamentally weighted, based on dividends paid.
SEE ALSO: 10 Best ETFs to Buy for Beginners Market value: $2.0 billion Expense ratio: 0.63% For a different spin, consider the WisdomTree Emerging Markets High Dividend ETF ( DEM , $44.30). But this is precisely the sort of quirk that makes DEM an interesting alternative. The index that DEM is based on is fundamentally weighted, based on dividends paid.
SEE ALSO: 10 Best ETFs to Buy for Beginners Market value: $2.0 billion Expense ratio: 0.63% For a different spin, consider the WisdomTree Emerging Markets High Dividend ETF ( DEM , $44.30). But this is precisely the sort of quirk that makes DEM an interesting alternative. The index that DEM is based on is fundamentally weighted, based on dividends paid.
16ae28e4-ab51-4d9f-876e-78e5c1893297
727126.0
2018-05-29 00:00:00 UTC
Notable Two Hundred Day Moving Average Cross - DEM
DEM
https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-dem-2018-05-29
nan
nan
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $45.51, changing hands as low as $45.40 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 1.1% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.46 per share, with $50.31 as the 52 week high point - that compares with a last trade of $45.47. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $45.51, changing hands as low as $45.40 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.46 per share, with $50.31 as the 52 week high point - that compares with a last trade of $45.47. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 1.1% on the day.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $45.51, changing hands as low as $45.40 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.46 per share, with $50.31 as the 52 week high point - that compares with a last trade of $45.47. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $45.51, changing hands as low as $45.40 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.46 per share, with $50.31 as the 52 week high point - that compares with a last trade of $45.47. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $45.51, changing hands as low as $45.40 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $40.46 per share, with $50.31 as the 52 week high point - that compares with a last trade of $45.47. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
906ee2ec-1b9b-45f6-995d-4ff003169364
727127.0
2018-04-03 00:00:00 UTC
3 Essential Smart Beta ETFs
DEM
https://www.nasdaq.com/articles/3-essential-smart-beta-etfs-2018-04-03
nan
nan
InvestorPlace - Stock Market News, Stock Advice & Trading Tips One of the relatively newer sets of exchange-traded funds in the market are known as "smart beta" funds. As opposed to passive indices, where managers simply throw together an index that doesn't require them to do any actual work, smart beta ETFs are what I refer to is being "pseudo-managed." Smart beta ETFs are created by taking a very specific approach to an index, such that it kind of becomes a subset of a particular index. This might be driven by a computer or someone else noticing that certain securities behave in certain ways given certain circumstances. smart beta ETFs may also derive from some kind of market inefficiency that a computer or fund manager notices. Smart beta ETFs can be great ideas, or they can be terrible ones. However, if chosen properly, they can add a degree of non-correlation to your overall portfolio. Investing in non-correlated assets is a cornerstone of my investment advisory newsletter, The Liberty Portfolio . Not enough attention is given to non-correlated investments, which are necessary in order to reduce overall volatility in your portfolio. Chances are you don't have any uncorrelated investments in your portfolio, so taking a look at smart beta ETFs may make sense for you. 10 Best ETFs for 2018: A Tumultuous First Quarter Here is just a sample of three types of interesting smart beta ETFs. Essential Smart Beta ETFs: Wisdometree Emerging Markets High Dividend ETF (DEM) Expense Ratio: WisdomTree Emerging Markets High Dividend ETF (NYSEARCA: DEM ) is a perfect example of using a subset of an index when it comes to smart beta ETFs. WisdomTree takes the MSCI emerging markets index and then whittles it down by taking the top 30% of companies based on annual dividends paid. It then waits them based on the highest dividend yield. The dividend yield is fairly generous at 3.7%. Even more attractive is the price-to-earnings ratio which is an astonishingly low 10.4. There are 502 stocks in the index, of which the top 10 account for 27% of the asset base. The largest weighted sectors in the fund are financials at 23%, energy at 19% and materials at 13%. The fund is also very dedicated to its idea of emerging markets. Taiwan, China, Russia, and South Africa combined to form almost 70% of the asset base. Essential Smart Beta ETFs: Ven Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) Expense Ratio: Ven Eck Vectors Fallen Angel High Yield Bond ETF (NYSEARCA: ANGL ) it is one of the most interesting smart beta ETFs I've ever come across. The idea here is the fund purchases high-yield bonds that initially received an investment-grade rating when they were issued. The managers purchased bonds that they believe will regain their investment grade status at some point. This certainly makes a degree of sense if some of the companies that have issued these bonds are going to see additional liquidity due to the corporate tax cut. 5 Financial ETFs to Buy for the Long Haul It has a surprisingly low net expense ratio of , has a 12-month yield of 5.6%, and has 241 holdings in the fund. The index is rebalanced on a monthly basis. I mentioned that The Liberty Portfolio looks for non-correlated assets, and this is the kind of ETF that I might seriously consider adding to it, because this ETF is only 55% correlated to the S&P 500 index. Essential Smart Beta ETFs: SPDR S&P Regional Banking ETF (KRE) Expense Ratio: The SPDR S&P Regional Banking ETF (NYSEARCA: KRE ) is an interesting subset of both the banking sector and the financial services sector. There are 120 holdings in this fund and its 1.4% yield outstrips the expense ratio of the fund. What I find interesting about regional banks is that they tend to have a very devoted and loyal base of customers. Regional banks have so much less reputational risk than any of the majors do. You never hear about fake bank accounts or toxic mortgages at the regional banks. These are smaller institutions, serving a very specific and localized client base. Individuals and businesses are far more likely to want to bank with a "family bank" than one of the big majors if they can do so. It's a bit too tightly correlated to the financial services sector and therefore to the overall market, but not unacceptable by any means. Lawrence Meyers is the CEO of PDL Capital, a specialty lender focusing on consumer finance and is the Manager of The Liberty Portfolio at www.thelibertyportfolio.com. He does not own any stock mentioned. He has 23 years' experience in the stock market, and has written more than 2,000 articles on investing. Lawrence Meyers can be reached at TheLibertyPortfolio@gmail.com. Compare Brokers The post 3 Essential Smart Beta ETFs appeared first on InvestorPlace . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Essential Smart Beta ETFs: Wisdometree Emerging Markets High Dividend ETF (DEM) Expense Ratio: WisdomTree Emerging Markets High Dividend ETF (NYSEARCA: DEM ) is a perfect example of using a subset of an index when it comes to smart beta ETFs. As opposed to passive indices, where managers simply throw together an index that doesn't require them to do any actual work, smart beta ETFs are what I refer to is being "pseudo-managed." 5 Financial ETFs to Buy for the Long Haul It has a surprisingly low net expense ratio of , has a 12-month yield of 5.6%, and has 241 holdings in the fund.
Essential Smart Beta ETFs: Wisdometree Emerging Markets High Dividend ETF (DEM) Expense Ratio: WisdomTree Emerging Markets High Dividend ETF (NYSEARCA: DEM ) is a perfect example of using a subset of an index when it comes to smart beta ETFs. Essential Smart Beta ETFs: Ven Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) Expense Ratio: Ven Eck Vectors Fallen Angel High Yield Bond ETF (NYSEARCA: ANGL ) it is one of the most interesting smart beta ETFs I've ever come across. Essential Smart Beta ETFs: SPDR S&P Regional Banking ETF (KRE) Expense Ratio: The SPDR S&P Regional Banking ETF (NYSEARCA: KRE ) is an interesting subset of both the banking sector and the financial services sector.
Essential Smart Beta ETFs: Wisdometree Emerging Markets High Dividend ETF (DEM) Expense Ratio: WisdomTree Emerging Markets High Dividend ETF (NYSEARCA: DEM ) is a perfect example of using a subset of an index when it comes to smart beta ETFs. Essential Smart Beta ETFs: Ven Eck Vectors Fallen Angel High Yield Bond ETF (ANGL) Expense Ratio: Ven Eck Vectors Fallen Angel High Yield Bond ETF (NYSEARCA: ANGL ) it is one of the most interesting smart beta ETFs I've ever come across. Essential Smart Beta ETFs: SPDR S&P Regional Banking ETF (KRE) Expense Ratio: The SPDR S&P Regional Banking ETF (NYSEARCA: KRE ) is an interesting subset of both the banking sector and the financial services sector.
Essential Smart Beta ETFs: Wisdometree Emerging Markets High Dividend ETF (DEM) Expense Ratio: WisdomTree Emerging Markets High Dividend ETF (NYSEARCA: DEM ) is a perfect example of using a subset of an index when it comes to smart beta ETFs. Smart beta ETFs are created by taking a very specific approach to an index, such that it kind of becomes a subset of a particular index. There are 502 stocks in the index, of which the top 10 account for 27% of the asset base.
eafb93b9-64f0-4999-bd56-4be8c4e3116c
727128.0
2018-03-27 00:00:00 UTC
Stocks and ETFs with Juicy Dividend Yields
DEM
https://www.nasdaq.com/articles/stocks-and-etfs-juicy-dividend-yields-2018-03-27
nan
nan
(0: 30 ) - Dividend ETFs: What Concerns Should Investors Have? (6: 30 ) - Neena's Top Picks: Domestic ETFs (11: 20 ) - International ETFs: Higher Dividends (17: 00 ) - High Dividend Stock Screener (18: 50 ) - Tracey's Top Stock Picks (22: 10 ) - Episode Roundup: SCHD, DRGO, DEM, IDV, BP, M Podcast@Zacks.com Welcome to Episode #124 of the Zacks Market Edge Podcast. Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. In this episode, Tracey is joined by Neena Mishra, the Editor of the ETF Investor newsletter, to discuss stocks and ETFs that are paying attractive dividend yields. It's not as easy as simply picking out the ETFs or the stocks with the highest yields. Those ETFs and stocks might not be the "best" ones to buy, for a whole host of reasons. Tracey and Neena discuss the pitfalls of buying simply for yields. Where DO you look for yield in a market that has been all about growth? ETFs with Attractive Dividend Payouts Neena shared some ideas of her favorite dividend paying ETFs. 1. Schwab US Dividend Equity ETF SCHD has a yield of about 2.7% and an expense ratio of just 0.07%. 22% of the portfolio is tech, however, so it may be more volatile than you would think. 2. iShares Core Dividend Growth ETF DGRO has a yield of 2% and its expense ratio is also low at just 0.08%. This ETF has more banks in its portfolio than the Schwab fund. 3. Wisdom Tree Emerging Markets High Dividend ETF DEM is a way to get emerging market exposure while also getting a juicy dividend. It's yielding about 3.4%. 26% of the portfolio is from Taiwan with 13% Russian. Expenses are higher as it's a niche ETF, at 0.6%. 4. iShares International Select Dividend ETF(IDV) has the juiciest yield of these four names. It's currently yielding about 4.5% with an expense ratio of 0.5%. It invests in high dividend companies in the non-US developed market which means a lot of companies in France, the UK and Australia. Stocks with Big Dividend Yields Tracey took a look at some stocks that had big dividend yields but also solid fundamentals. Did you know some stocks are paying 5%? 1. Macy's M never cut its dividend even when shares hit multi-year lows in 2017. It's currently yielding 5.4%. The stock is still cheap, with a forward P/E of just 7.7. It's a Zacks Rank #1 (Strong Buy). 2. BP plc BP continues to pay one of the highest dividend yields in the energy sector. It never cut it during the darkest times of the recent oil price plunge. It's currently yielding 6.1% with a forward P/E of 15. With some investors looking for the stability of a dividend payout, what else should you know about the pros, and cons, of investing for yield? Listen to this week's podcast to find out. Don't Even Think About Buying Bitcoin Until You Read This The most popular cryptocurrency skyrocketed last year, giving some investors the chance to bank 20X returns or even more. Those gains, however, came with serious volatility and risk. Bitcoin sank 25% or more 3 times in 2017. Zacks' has just released a new Special Report to help readers capitalize on the explosive profit potential of Bitcoin and the other cryptocurrencies with significantly less volatility than buying them directly. See 4 crypto-related stocks now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ISHRS-CORE DG (DGRO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports BP p.l.c. (BP): Free Stock Analysis Report Macy's, Inc. (M): Free Stock Analysis Report SCHWAB-US DV EQ (SCHD): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(6: 30 ) - Neena's Top Picks: Domestic ETFs (11: 20 ) - International ETFs: Higher Dividends (17: 00 ) - High Dividend Stock Screener (18: 50 ) - Tracey's Top Stock Picks (22: 10 ) - Episode Roundup: SCHD, DRGO, DEM, IDV, BP, M Podcast@Zacks.com Welcome to Episode #124 of the Zacks Market Edge Podcast. Wisdom Tree Emerging Markets High Dividend ETF DEM is a way to get emerging market exposure while also getting a juicy dividend. Click to get this free report ISHRS-CORE DG (DGRO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports BP p.l.c.
(6: 30 ) - Neena's Top Picks: Domestic ETFs (11: 20 ) - International ETFs: Higher Dividends (17: 00 ) - High Dividend Stock Screener (18: 50 ) - Tracey's Top Stock Picks (22: 10 ) - Episode Roundup: SCHD, DRGO, DEM, IDV, BP, M Podcast@Zacks.com Welcome to Episode #124 of the Zacks Market Edge Podcast. Click to get this free report ISHRS-CORE DG (DGRO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports BP p.l.c. Wisdom Tree Emerging Markets High Dividend ETF DEM is a way to get emerging market exposure while also getting a juicy dividend.
(6: 30 ) - Neena's Top Picks: Domestic ETFs (11: 20 ) - International ETFs: Higher Dividends (17: 00 ) - High Dividend Stock Screener (18: 50 ) - Tracey's Top Stock Picks (22: 10 ) - Episode Roundup: SCHD, DRGO, DEM, IDV, BP, M Podcast@Zacks.com Welcome to Episode #124 of the Zacks Market Edge Podcast. Wisdom Tree Emerging Markets High Dividend ETF DEM is a way to get emerging market exposure while also getting a juicy dividend. Click to get this free report ISHRS-CORE DG (DGRO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports BP p.l.c.
(6: 30 ) - Neena's Top Picks: Domestic ETFs (11: 20 ) - International ETFs: Higher Dividends (17: 00 ) - High Dividend Stock Screener (18: 50 ) - Tracey's Top Stock Picks (22: 10 ) - Episode Roundup: SCHD, DRGO, DEM, IDV, BP, M Podcast@Zacks.com Welcome to Episode #124 of the Zacks Market Edge Podcast. Wisdom Tree Emerging Markets High Dividend ETF DEM is a way to get emerging market exposure while also getting a juicy dividend. Click to get this free report ISHRS-CORE DG (DGRO): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports BP p.l.c.
4504fdf3-f809-45ac-90ed-f7c85ef51b3a
727129.0
2018-03-16 00:00:00 UTC
3 Emerging Market ETFs for Every Type of Investor
DEM
https://www.nasdaq.com/articles/3-emerging-market-etfs-every-type-investor-2018-03-16
nan
nan
InvestorPlace - Stock Market News, Stock Advice & Trading Tips International investing can make some people a bit skittish. That goes double for investing in emerging markets. These countries don't have the same business rules as Americans. That means there can be some strange methods of reporting, and also political risk in certain regions. That's not to say that emerging markets are outright dangerous and should be avoided. On the contrary, these markets are where we see new growth and innovation. In addition, emerging market ETFs are only somewhat correlated to U.S. markets. So you need emerging market ETFs to help offset other correlated investments and give your portfolio needed diversification. 3 Large-Cap ETFs With Solid Inflows in March What kind of emerging market ETFs you choose may depend on the type of investor you are, so here are emerging market ETFs for each type of investor. Emerging Market ETFs for Every Investor: WisdomTree Emerging Markets High Dividend Fund (DEM) Source: Shutterstock Conservative investors can just go with the very straightforward WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ). There's an important fact about dividends that most investors scoot past. The very fact that a company issues a dividend means it has money to spare from free cash flow. It could use it to grow the company, or it could start to return money to shareholders because it is on firm footing. The fund's methodology is to look for the highest dividend-yielding stocks in emerging markets that are also rated in the 30% highest yielding companies, but must have at least a $200 million market cap, and be liquid enough to trade easily. The market cap of these firms if mostly midcap, and I like that it isn't some massive-cap firm that too closely approximates the U.S. market. Emerging Market ETFs for Every Investor: Vanguard FTSE Emerging Markets ETF (VWO) For the mid-range investor, you can go with Vanguard FTSE Emerging Markets ETF (NYSEARCA: VWO ). The VWO tracks a market-cap-weighted index of stocks from emerging markets. There is one notable thing here, which is that South Korean stocks were excluded to make room for stocks from China, India, Brazil and some small caps. I think this makes it more representative of a true emerging markets fund, and you can always gain South Korean exposure via another ETF if you so choose. VWO is the largest of the emerging market ETFs with $70 billion of assets. With 3,870 holdings, it is also incredibly diversified, so the fund is not going to blow up even if an entire country gets nuked. It's got a dirt-cheap expense ratio of 0.14%. 3 ETFs Below $20 That Offer Great Upside Potential Its performance can vary wildly compared to the overall market. It was up 31% last year while the S&P 500 Index was up 22%. It lost 16% in 2015 while the S&P was up 1%. It got hammered to the tune of 52% in 2008 while the S&P lose 37%, yet roared to a 76% return the next year compared to the S&P's 26% increase. Emerging Market ETFs for Every Investor: Direxion Daily MSCI Brazil (BRZU) Aggressive investors probably want to have a very narrowly focused fund, and in a country where economic growth is expected to really take off. It's risky, but also offers big returns. To me, that means the Direxion Daily MSCI Brazil Bull 3x Shares (NYSEARCA: BRZU ). Brazil's economy had been puttering along and everyone was wondering when this amazing country would take off. Well, finally, after 1.1% growth in 2017, the government sees 3% growth in 2018, up from a 2% forecast. BRZU is heavily weighted toward financials, but there is a booming market for financials and fintech in Brazil. It also has a lot of large and midcap stocks, meaning it's a good mix of established names and companies that are smaller and growing faster. BRZU is already up18% in just one month and 44% in three months. But be wary, it could also fall just as quickly. Lawrence Meyers is the CEO of PDL Capital, a specialty lender focusing on consumer finance and is the Manager of The Liberty Portfolio at www.thelibertyportfolio.com. He does not own any stock mentioned. He has 23 years' experience in the stock market, and has written more than 2,000 articles on investing. Lawrence Meyers can be reached at TheLibertyPortfolio@gmail.com. Compare Brokers The post 3 Emerging Market ETFs for Every Type of Investor appeared first on InvestorPlace . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Emerging Market ETFs for Every Investor: WisdomTree Emerging Markets High Dividend Fund (DEM) Source: Shutterstock Conservative investors can just go with the very straightforward WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ). I think this makes it more representative of a true emerging markets fund, and you can always gain South Korean exposure via another ETF if you so choose. It also has a lot of large and midcap stocks, meaning it's a good mix of established names and companies that are smaller and growing faster.
Emerging Market ETFs for Every Investor: WisdomTree Emerging Markets High Dividend Fund (DEM) Source: Shutterstock Conservative investors can just go with the very straightforward WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ). Emerging Market ETFs for Every Investor: Vanguard FTSE Emerging Markets ETF (VWO) For the mid-range investor, you can go with Vanguard FTSE Emerging Markets ETF (NYSEARCA: VWO ). Emerging Market ETFs for Every Investor: Direxion Daily MSCI Brazil (BRZU) Aggressive investors probably want to have a very narrowly focused fund, and in a country where economic growth is expected to really take off.
Emerging Market ETFs for Every Investor: WisdomTree Emerging Markets High Dividend Fund (DEM) Source: Shutterstock Conservative investors can just go with the very straightforward WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ). 3 Large-Cap ETFs With Solid Inflows in March What kind of emerging market ETFs you choose may depend on the type of investor you are, so here are emerging market ETFs for each type of investor. Emerging Market ETFs for Every Investor: Vanguard FTSE Emerging Markets ETF (VWO) For the mid-range investor, you can go with Vanguard FTSE Emerging Markets ETF (NYSEARCA: VWO ).
Emerging Market ETFs for Every Investor: WisdomTree Emerging Markets High Dividend Fund (DEM) Source: Shutterstock Conservative investors can just go with the very straightforward WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ). InvestorPlace - Stock Market News, Stock Advice & Trading Tips International investing can make some people a bit skittish. Emerging Market ETFs for Every Investor: Vanguard FTSE Emerging Markets ETF (VWO) For the mid-range investor, you can go with Vanguard FTSE Emerging Markets ETF (NYSEARCA: VWO ).
e91533fd-73de-442e-ad0c-fe23497b91bf
727130.0
2018-02-22 00:00:00 UTC
7 ETFs for Growing Emerging Markets Income
DEM
https://www.nasdaq.com/articles/7-etfs-for-growing-emerging-markets-income
nan
nan
InvestorPlace - Stock Market News, Stock Advice & Trading Tips After easily trouncing U.S. stocks in 2017, emerging markets equities and exchange-traded funds (ETFs) are looking for more of the same this year. While 2018 is still in its early stages, the widely followed MSCI Emerging Markets Index is outpacing the S&P 500 by a better than 2-to-1 margin to start the year. The MSCI Emerging Markets Index has a trailing 12-month dividend yield of just 1.74% , but that does not diminish the dividend allure of developing economies. In fact emerging markets notched impressive dividend growth in 2017 and more of the same is expected this year. Last year, "Asia Pacific region posted the strongest headline growth rate of 18.8 percent to 139.9 billion, followed by Emerging Markets, up 16.5 percent to $102.4 billion, while dividends in North America grew 6.9 percent to a record of $475.6 billion," reports Reuters . 9 Global Stocks to Heat Up Your Portfolio The following emerging markets ETFs can help investors boost yield, increase current income and potentially reduce volatility when it comes to their portfolios' emerging markets exposure. Emerging Markets ETFs: iShares Emerging Markets Dividend ETF (DVYE) Expense ratio: 0.49%, or $49 per $10,000 invested annually The iShares Emerging Markets Dividend ETF (NYSEARCA: DVYE ) is a yield play, as evidenced by a trailing-12-month dividend yield of 4.5%, well in excess of traditional developed and emerging markets equity benchmarks. DVYE holds 99 stocks and tracks the Dow Jones Emerging Markets Select Dividend Index. That index "aims to measure the stock performance of 100 leading dividend-paying emerging-market companies, selected by dividend yield subject to screening and buffering criteria," according to S&P Dow Jones Indices . DVYE features exposure to approximately 15 countries, but this emerging markets ETF is geographically concentrated, with Taiwan representing nearly a quarter of its weight. That is alright because Taiwan is one of the steadiest dividend destinations in the developing world. Taiwan was one of 11 countries that posted record dividend growth last year. Emerging Markets ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Annual fee: 0.63% The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) is one of the oldest (nearly 11 years old) and largest (over $2.2 billion in assets under management) emerging markets dividend ETFs. Like the aforementioned DVEY, DEM's components are weighted by dividend yield. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, sports a tempting dividend yield of 4.75%. Over 41% of DEM's combined geographic weight is allocated to Taiwan and China, which makes sense given the dividend reputations of those markets. This emerging markets dividend ETF is also known for its hefty, relative to standard indexes, allocation to Russian stocks. DEM devotes about 14% of its weight to Russia, which is one of the higher-yielding developing economies. 7 Small-Cap Dividend ETFs to Buy for Big Income Although DEM is overweight Russia and features significant commodities sector exposure, the fund has been significantly less volatile than the MSCI Emerging Markets Index since inception in mid-2007. Plus, the WisdomTree fund has topped the MSCI benchmark by 910 basis points over that time. Emerging Markets ETFs: Global X MSCI SuperDividend Emerging Markets ETF (SDEM) Expense ratio: 0.65% The Global X MSCI SuperDividend Emerging Markets ETF (NYSEARCA: SDEM ) is most definitely a yield play as a trailing 12-month dividend yield of 4.90% attests to. This emerging markets dividend fund follows the MSCI Emerging Markets Top 50 Dividend Index, which is a collection of the 50 highest-yielding developing world stocks. With SDEM's comparatively small lineup, the risks of geographic and sector concentration exist. Three sectors - financial services, materials and real estate - combine for over 61% of the fund's weight. Just two countries - South Africa and Russia - combine for over 37% of SDEM's geographic exposure. The average market value of SDEM's components is just over $10.2 billion, giving the fund something of a mid-cap feel. Plus, this ETF trades at significant discounts to the valuation metrics on the MSCI Emerging Markets Index. SDEM also pays a monthly dividend, a trait not often found on international dividend ETFs. Emerging Markets ETFs: SPDR S&P Emerging Markets Dividend ETF (EDIV) Expense ratio: 0.49% The SPDR S&P Emerging Markets Dividend ETF (NYSEARCA: EDIV ) follows the S&P Emerging Markets Dividend Opportunities Index, which is a yield-weighted index that also features sustainability and earnings growth screens . EDIV also features some other notable screens. "For potential diversification, no single country or GICS sector can be greater than 25%, and no stock weight can be greater than 3% in the Index," according to the issuer. 3 Mid-Cap Dividend ETFs for Massive Income Although this emerging markets ETF is a yield play as well, its dividend yield of 2.77% is low relative to the other funds highlighted above, indicating that EDIV's screening is process is perhaps effective in weeding financially strained high-yield companies. Another sign of that could be the ETF's nearly 14% weight to technology stocks, which is high compared to the other fund's mentioned here. South Africa, Taiwan and Thailand combine for nearly two-thirds of EDIV's geographic exposure. Emerging Markets ETFs: ALPS Emerging Sector Dividend Dogs ETF (EDOG) Expense ratio: 0.6% The ALPS Emerging Sector Dividend Dogs ETF (NYSEARCA: EDOG ) extends the dogs of the Dow theory to the sector level and to emerging markets stocks . EDOG's components are the five highest-yielding stocks in each of the 10 Global Industry Classification Standard (GICS) when the fund rebalances at the end of each November. The ETF further mitigates sector, single-security and geographic risk by capping sector weights at 10%, geographic weights at 10% and single stock allocations at 2%. At the end of 2017, six countries - China, Thailand, Brazil, Turkey, Russia and South Africa - had weights in EDOG ranging from just over 9% to about 11.5%. EDOG yields 3.64% and is up more than 3% to start 2018. Emerging Markets ETFs: ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) Expense ratio: 0.6% While most of the funds highlighted to this point emphasize yield, the ProShares MSCI Emerging Markets Dividend Growers ETF (BATS: EMDV ) takes a different approach by focusing on dividend growth. EMDV's underlying index, the MSCI Emerging Markets Dividend Masters Index, requires member firms to have dividend increase streaks of at least seven years. As is the case with other regions, emerging markets dividend growers typically outperform their non-dividend growth rivals with less volatility, a trait that bodes well for EMDV's long-term viability. The dividend growth requirement can mean a smaller lineup, which is the case with EMDV and its 71 holdings. 5 Cheap Dividend Stocks With Growing Payouts This emerging markets dividend ETF has a large weight to financial services stocks (32.13%), but also features significant exposure to quality sectors such as consumer staples, technology and industrials. Those three groups combine for over 35% of EMDV's roster. Emerging Markets ETFs: WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) Expense Ratio: 0.63% Investors often forget about the rising dividend case for domestic small-caps, let alone smaller emerging markets companies, but the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSEARCA: DGS ) reminds income investors that income can be generated with small-caps, even in developing economies. Actually, 37.6% of stocks in the index DGS follows are classified as mid-caps, helping damp some of the volatility associated with smaller companies. Speaking of volatility, over long holding periods, DGS has frequently been less volatile than U.S. small-cap benchmarks, such as the Russell 2000 , indicating dividends are a fine way of enduring market gyrations. Adding to the case for DGS is that this emerging markets dividend ETF frequently trades at steep valuation discounts relative to the Russell 2000 with a significantly higher dividend yield. These days, DGS yields more than three times the Russell 2000. The WisdomTree fund devotes a combined 46.5% of its weight to the technology, consumer discretionary and industrial sectors. As of this writing, Todd Shriber owned shares of DEM. Compare Brokers The post 7 ETFs for Growing Emerging Markets Income appeared first on InvestorPlace . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Emerging Markets ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Annual fee: 0.63% The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) is one of the oldest (nearly 11 years old) and largest (over $2.2 billion in assets under management) emerging markets dividend ETFs. Like the aforementioned DVEY, DEM's components are weighted by dividend yield. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, sports a tempting dividend yield of 4.75%.
Emerging Markets ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Annual fee: 0.63% The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) is one of the oldest (nearly 11 years old) and largest (over $2.2 billion in assets under management) emerging markets dividend ETFs. Emerging Markets ETFs: Global X MSCI SuperDividend Emerging Markets ETF (SDEM) Expense ratio: 0.65% The Global X MSCI SuperDividend Emerging Markets ETF (NYSEARCA: SDEM ) is most definitely a yield play as a trailing 12-month dividend yield of 4.90% attests to. Like the aforementioned DVEY, DEM's components are weighted by dividend yield.
Emerging Markets ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Annual fee: 0.63% The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) is one of the oldest (nearly 11 years old) and largest (over $2.2 billion in assets under management) emerging markets dividend ETFs. Like the aforementioned DVEY, DEM's components are weighted by dividend yield. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, sports a tempting dividend yield of 4.75%.
Emerging Markets ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Annual fee: 0.63% The WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) is one of the oldest (nearly 11 years old) and largest (over $2.2 billion in assets under management) emerging markets dividend ETFs. Like the aforementioned DVEY, DEM's components are weighted by dividend yield. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, sports a tempting dividend yield of 4.75%.
33e6000e-9fb2-41db-8b60-4a38bd062eca
727131.0
2018-01-26 00:00:00 UTC
DEM, DOO: Big ETF Outflows
DEM
https://www.nasdaq.com/articles/dem-doo-big-etf-outflows-2018-01-26
nan
nan
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Emerging Markets High Dividend Fund ( DEM ), where 29,100,000 units were destroyed, or a 38.3% decrease week over week. Among the largest underlying components of DEM, in morning trading today iShares Msci India ETF ( INDA ) is up about 0.4%. And on a percentage change basis, the ETF with the biggest outflow was the WisdomTree International Dividend ex-Financials Fund ( DOO ), which lost 2,900,000 of its units, representing a 38.4% decline in outstanding units compared to the week prior. VIDEO: DEM, DOO: Big ETF Outflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the largest underlying components of DEM, in morning trading today iShares Msci India ETF ( INDA ) is up about 0.4%. VIDEO: DEM, DOO: Big ETF Outflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Emerging Markets High Dividend Fund ( DEM ), where 29,100,000 units were destroyed, or a 38.3% decrease week over week.
VIDEO: DEM, DOO: Big ETF Outflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Emerging Markets High Dividend Fund ( DEM ), where 29,100,000 units were destroyed, or a 38.3% decrease week over week. Among the largest underlying components of DEM, in morning trading today iShares Msci India ETF ( INDA ) is up about 0.4%.
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Emerging Markets High Dividend Fund ( DEM ), where 29,100,000 units were destroyed, or a 38.3% decrease week over week. VIDEO: DEM, DOO: Big ETF Outflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Among the largest underlying components of DEM, in morning trading today iShares Msci India ETF ( INDA ) is up about 0.4%.
Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the WisdomTree Emerging Markets High Dividend Fund ( DEM ), where 29,100,000 units were destroyed, or a 38.3% decrease week over week. Among the largest underlying components of DEM, in morning trading today iShares Msci India ETF ( INDA ) is up about 0.4%. VIDEO: DEM, DOO: Big ETF Outflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
1acf66c5-ec32-4aa9-a9af-43c03caf06ca
727132.0
2018-01-22 00:00:00 UTC
Ideas To Enhance Potential Returns In Global Bull Market Rally
DEM
https://www.nasdaq.com/articles/ideas-enhance-potential-returns-global-bull-market-rally-2018-01-22
nan
nan
As the U.S. bull enters its ninth year, investors have to wonder if they can ride the stock market higher. And it's not just at home. Global stocks overall had an even better 2017. Will the global bull market continue to run this year? [ibd-display-video id=3037819 width=50 float=left autostart=true] It's possible, says Rusty Vanneman, chief investment officer at Omaha-based CLS Investments. "Investors in globally balanced portfolios had a great year in 2017," he told IBD. "We expect investors in global portfolios to continue to do well in the year(s) ahead." But the wild card is the U.S., he says, since the stock and bond markets aren't priced for great returns due to high valuations and low interest rates. List Of Top Performing ETFs ARK Invest CEO Catherine Wood On Bitcoin, Tech Stocks Last Year's Top Performing ETFs Still On A Roll "Historically, that's not a good starting point for future long-term market returns. Granted that was exactly the same situation as a year ago, but nonetheless, that doesn't change the fact that historically higher valuations eventually translate into lower long-term returns," Vanneman said. "Corporate earnings growth has been great, about 20% year-over-year, and tax reform might help short-term, but earnings growth is already high and appears to be toppy," he said. "Typically, the best stock market returns are when earnings growth is improving from low levels. That's not where we are currently at in the cycle." CLS, which manages more than $8.5 billion, uses exchange traded funds to build portfolios for its clients. Prior to joining CLS in 2012, Vanneman was chief investment officer at Kobren Insight Management and a senior analyst at Fidelity Management & Research in Boston. Here, in Vanneman's own words, are his ETF picks and his reasons for picking them: So, how can investors potentially get better portfolio performance if the U.S. markets are priced for below-average, albeit positive, returns? We believe there are three ways investors can enhance performance. With each, we include ETFs that can play the idea. First, international markets, especially emerging markets, are still much more attractively priced than the U.S. market. At CLS Investments, we still believe that - despite the near 40% gain last year - emerging markets could still produce 10% plus annual returns for the next 10 years. There are two ETFs we like in this space. The first is the value-oriented ($1.13 billion) PowerShares FTSE RAFI Emerging Markets ( PXH ). Another name we like is the dividend-focused ($2.22 billion) WisdomTree Emerging Markets High Dividend ( DEM ). Both of these ETFs have extremely attractive expected returns, even relative to the overall emerging market asset class. Another idea where we believe returns can be enhanced is through smart beta ETFs. These ETFs use alternative ways to build portfolios than the conventional method of simply using market capitalization. Smart beta portfolios are built using factors that could be based off company fundamentals or stock technicals. For instance, the smart beta ETFs that we like at CLS Investments tend to favor such factors as value and momentum. Depending on the investment portfolio we might use single-factor or multifactor smart beta ETFs. One large single-factor smart beta ETF we like is iShares MSCI EAFE Value Index ( EFV ). This ETF invests in value-oriented stocks located in developed non-U.S. regions such as Europe and Japan. Oppenheimer, a newer entrant to the ETF space, has a couple intriguing multifactor ETFs: ($13.5 million) Oppenheimer Russell 1000 Dynamic Multifactor ETF ( OMFL ) and ($13.2 million) Oppenheimer Russell 2000 Dynamic Multifactor ETF ( OMFS ). Both of these funds have a dynamic adjustment based on the current economic regime that seems like a fairly interesting take on multifactor investing and factor tilting. The last area where we think balanced portfolios' risk-adjusted returns could be enhanced would be through additional exposure through real assets, such as commodities. Commodities is one asset class that has not performed well since the bull market in stocks began in 2009, though performance may have turned the corner in late 2017. In addition, with inflation pressures more likely to appear than not due to tight - and getting tighter - labor and real estate markets, a weaker U.S. dollar, and the pro-cyclical effects from recent tax reform, real assets should perform better. For broad commodity exposure we like ($2.6 billion) PowerShares DB Commodity Index (DBC) or a newer name -and a long name at that! - ($3.9 million) ETFS Securities Bloomberg All Commodity Longer-Dated Strategy K-1 Free ETF (BCD). A more granular option would be ($67.7 million) Teucrium Corn ETF (CORN). Agricultural commodities have performed particularly poorly of late, but appear to offer value moving forward. RELATED: Money Manager Plays Offense And Defense, Favors These 3 Sectors 3 Ways To Benefit As Economy Accelerates In The U.S. And Abroad 3 Ways To Help Navigate Bonds In A Rising Rate Environment The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Another name we like is the dividend-focused ($2.22 billion) WisdomTree Emerging Markets High Dividend ( DEM ). But the wild card is the U.S., he says, since the stock and bond markets aren't priced for great returns due to high valuations and low interest rates. Granted that was exactly the same situation as a year ago, but nonetheless, that doesn't change the fact that historically higher valuations eventually translate into lower long-term returns," Vanneman said.
Another name we like is the dividend-focused ($2.22 billion) WisdomTree Emerging Markets High Dividend ( DEM ). But the wild card is the U.S., he says, since the stock and bond markets aren't priced for great returns due to high valuations and low interest rates. Both of these ETFs have extremely attractive expected returns, even relative to the overall emerging market asset class.
Another name we like is the dividend-focused ($2.22 billion) WisdomTree Emerging Markets High Dividend ( DEM ). List Of Top Performing ETFs ARK Invest CEO Catherine Wood On Bitcoin, Tech Stocks Last Year's Top Performing ETFs Still On A Roll "Historically, that's not a good starting point for future long-term market returns. Here, in Vanneman's own words, are his ETF picks and his reasons for picking them: So, how can investors potentially get better portfolio performance if the U.S. markets are priced for below-average, albeit positive, returns?
Another name we like is the dividend-focused ($2.22 billion) WisdomTree Emerging Markets High Dividend ( DEM ). We believe there are three ways investors can enhance performance. Oppenheimer, a newer entrant to the ETF space, has a couple intriguing multifactor ETFs: ($13.5 million) Oppenheimer Russell 1000 Dynamic Multifactor ETF ( OMFL ) and ($13.2 million) Oppenheimer Russell 2000 Dynamic Multifactor ETF ( OMFS ).
99f3bcb9-5c27-47c9-abbb-aa1c55de27d2
727133.0
2017-12-27 00:00:00 UTC
6 Dividend ETFs of 2017 With At Least 3% Yield & 17% Gains
DEM
https://www.nasdaq.com/articles/6-dividend-etfs-2017-least-3-yield-17-gains-2017-12-27
nan
nan
Dividend investing is among the investment themes that are always hot. However, with the Wall Street staging a tremendous rally this year, stocks and ETFs with high beta, growth and momentum scooped up solid gains, leaving value products like dividend ETFs a little loser. The U.S. dividend fund iShares Select Dividend ETF DVY , which tracks the Dow Jones U.S. Select Dividend Index and yields 3.01% annually is up 10.7% against 24.6% returns offered by SPDR Dow Jones Industrial Average ETFDIA . Notably, DIA has yielded only 1.97% annually (as of Dec 26, 2017). Risk-on sentiments prevailed in the market with rebounding global growth, a moderately hawkish Fed and the most important factor - Trump Trade. His promises of deregulation and fiscal reflation offered a boost to Wall Street, barring some occasional dips on policy uncertainty. In fact, the year saw the passing of the GOP-promised tax reform (or cuts) after a lot of negotiation. Things shaped up even on the earnings front. As per the Earnings Trends issued on Dec 19, year-over-year corporate earnings growth by the S&P 500 companies was 7.5% over 5% revenue growth. As far as Q4 earnings are concerned, 8.6% growth was witnessed over 6.8% revenue expansion, which is decent enough in the current scenario. Economic growth globally was on an uptrend. Bond yields remained low even after three Fed rate hikes. All these propelled growth and momentum investing. As a result, U.S. dividend ETFs have fallen behind this year (read: Top Large-Cap Growth ETFs of 2017 ). Even then, there are some international ETFs that have gained more than 15% in 2017 and yield close to 3%. Below we highlight those gems. SPDR S&P Emerging Markets Dividend ETF EDIV - Up 20.6% The fund includes exchange-listed common stocks from emerging market countries that offer high dividend yields. Moreover, stocks need to have positive three-year earnings growth and profitability. Stocks are chosen on the basis of annual dividend yield. The fund yields 3.03% annually (as of Dec 27, 2017) (read: 5 Trending Dividend-Yield Weighted ETFs ). ALPS International Sector Dividend Dogs ETF IDOG - Up 19.9% The underlying index of the fund - the S-Network International Sector Dividend Dogs Index - recognizes five high yielding securities,on the basis of regular cash dividends, in each of the 10 Global Industry Classification Standard sectors and is rebalanced quarterly. The fund yields 3.35% annually. WisdomTree Asia Pacific Ex-Japan Fund AXJL - Up 19.5% The fund looks to track the WisdomTree Asia Pacific ex-Japan Index. The index is fundamentally-weighted and measures the performance of dividend paying companies in the Asia Pacific ex-Japan region. The fund yields about 3.21% annually. WisdomTree Emerging Markets High Dividend Fund DEM - Up 18.1% The underlying index is a fundamentally weighted and measures the performance of the highest dividend yielding stocks selected on the basis of market capitalization and liquidity. Companies are weighted in the index on the yearly cash dividend paid. The fund yields 3.68% annually (read: EM ETFs: What You Need to Know Before Investing ). iShares Emerging Markets Dividend ETF DVYE - Up 17.7% The underlying index of the fund measures the performance of the companies in emerging market countries that have given relatively high dividend yields consistently, over time. The fund yields 4.97% annually. FlexShares International Quality Dividend Dynamic Index FundIQDY- Up 17.2% The underlying index provides exposure to a high-quality income-oriented portfolio of long-only international securities issued by non-U.S.-based companies, with an emphasis on long-term capital growth and a targeted overall beta that is generally between 1.0 to 1.5 times that of the Northern Trust International Large Cap Index. It yields 3.64% annually. Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-SEL DIV (DVY): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports FLEXS-IQD DY IF (IQDY): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets High Dividend Fund DEM - Up 18.1% The underlying index is a fundamentally weighted and measures the performance of the highest dividend yielding stocks selected on the basis of market capitalization and liquidity. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-SEL DIV (DVY): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports FLEXS-IQD DY IF (IQDY): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports To read this article on Zacks.com click here. Select Dividend Index and yields 3.01% annually is up 10.7% against 24.6% returns offered by SPDR Dow Jones Industrial Average ETFDIA .
WisdomTree Emerging Markets High Dividend Fund DEM - Up 18.1% The underlying index is a fundamentally weighted and measures the performance of the highest dividend yielding stocks selected on the basis of market capitalization and liquidity. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-SEL DIV (DVY): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports FLEXS-IQD DY IF (IQDY): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports To read this article on Zacks.com click here. ALPS International Sector Dividend Dogs ETF IDOG - Up 19.9% The underlying index of the fund - the S-Network International Sector Dividend Dogs Index - recognizes five high yielding securities,on the basis of regular cash dividends, in each of the 10 Global Industry Classification Standard sectors and is rebalanced quarterly.
Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-SEL DIV (DVY): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports FLEXS-IQD DY IF (IQDY): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets High Dividend Fund DEM - Up 18.1% The underlying index is a fundamentally weighted and measures the performance of the highest dividend yielding stocks selected on the basis of market capitalization and liquidity. ALPS International Sector Dividend Dogs ETF IDOG - Up 19.9% The underlying index of the fund - the S-Network International Sector Dividend Dogs Index - recognizes five high yielding securities,on the basis of regular cash dividends, in each of the 10 Global Industry Classification Standard sectors and is rebalanced quarterly.
WisdomTree Emerging Markets High Dividend Fund DEM - Up 18.1% The underlying index is a fundamentally weighted and measures the performance of the highest dividend yielding stocks selected on the basis of market capitalization and liquidity. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-SEL DIV (DVY): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports FLEXS-IQD DY IF (IQDY): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports To read this article on Zacks.com click here. Stocks are chosen on the basis of annual dividend yield.
19b71aee-5d9a-4b0c-967b-eac7c3b105d2
727134.0
2017-11-28 00:00:00 UTC
Juice Emerging Markets Income With This ETF
DEM
https://www.nasdaq.com/articles/juice-emerging-markets-income-etf-2017-11-28
nan
nan
Among the ETFs offering exposure to emerging markets dividend payers, the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM) is one of the more venerable names. Dividends provide an objective measure of a company's health and profitability - one that cannot be affected by accounting methods or government decisions. And while the emerging markets may [...] Read more on ETFtrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. This article was provided by our partner Tom Lydon of etftrends.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the ETFs offering exposure to emerging markets dividend payers, the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM) is one of the more venerable names. Dividends provide an objective measure of a company's health and profitability - one that cannot be affected by accounting methods or government decisions. This article was provided by our partner Tom Lydon of etftrends.com.
Among the ETFs offering exposure to emerging markets dividend payers, the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM) is one of the more venerable names. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the ETFs offering exposure to emerging markets dividend payers, the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM) is one of the more venerable names. Dividends provide an objective measure of a company's health and profitability - one that cannot be affected by accounting methods or government decisions. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the ETFs offering exposure to emerging markets dividend payers, the WisdomTree Emerging Markets Equity Income Fund (NYSEArca: DEM) is one of the more venerable names. Dividends provide an objective measure of a company's health and profitability - one that cannot be affected by accounting methods or government decisions. And while the emerging markets may [...] Read more on ETFtrends.com.
b440fbf8-2762-4121-b3c9-1a29eab16c99
727135.0
2017-10-23 00:00:00 UTC
Fis Group, Inc. Buys iShares MSCI EAFE Growth, iShares MSCI Japan Sm Cap, iShares MSCI New ...
DEM
https://www.nasdaq.com/articles/fis-group-inc-buys-ishares-msci-eafe-growth-ishares-msci-japan-sm-cap-ishares-msci-new
nan
nan
Fis Group, Inc. New Purchases: EFG , SCJ , ENZL , VGT, VIS, XHB, EOG, OXY, APC, PXD, Added Positions:EUFN, EWU, PSCD, EWY, Reduced Positions:IHI, FEZ, EWC, IPKW, EWA, EWJ, KRE, IHF, VOX, DEM, Sold Out:IYW, KBWB, IPW, IRY, XLI, IST, VIG, ITE, IRV, IPN, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. These are the top 5 holdings of FIS GROUP, INC. iShares MSCI EAFE Growth ( EFG ) - 156,687 shares, 10.76% of the total portfolio. New Position iShares FTSE Developed Small Cap ex-North America (IFSM) - 176,489 shares, 8.8% of the total portfolio. New Position SPDR DJ Euro STOXX 50 Etf ( FEZ ) - 208,051 shares, 7.61% of the total portfolio. Shares reduced by 66.2% iShares MSCI United Kingdom ( EWU ) - 237,023 shares, 7.33% of the total portfolio. Shares added by 11.36% WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 182,777 shares, 6.97% of the total portfolio. Shares reduced by 47.33% New Purchase: iShares MSCI EAFE Growth ( EFG ) Fis Group, Inc. initiated holdings in iShares MSCI EAFE Growth. The purchase prices were between $73.18 and $77.74, with an estimated average price of $75.76. The stock is now traded at around $75.58. The impact to the portfolio due to this purchase was 10.76%. The holdings were 156,687 shares as of 2017-09-30. New Purchase: iShares MSCI Japan Sm Cap ( SCJ ) Fis Group, Inc. initiated holdings in iShares MSCI Japan Sm Cap. The purchase prices were between $68.61 and $74.18, with an estimated average price of $71.91. The stock is now traded at around $75.16. The impact to the portfolio due to this purchase was 6.54%. The holdings were 99,371 shares as of 2017-09-30. New Purchase: iShares MSCI New Zealand Capped ETF (ENZL) Fis Group, Inc. initiated holdings in iShares MSCI New Zealand Capped ETF. The purchase prices were between $45.52 and $47.79, with an estimated average price of $46.83. The stock is now traded at around $46.43. The impact to the portfolio due to this purchase was 1.85%. The holdings were 44,422 shares as of 2017-09-30. New Purchase: Vanguard Information Tech (VGT) Fis Group, Inc. initiated holdings in Vanguard Information Tech. The purchase prices were between $139.7 and $152.49, with an estimated average price of $148.07. The stock is now traded at around $158.14. The impact to the portfolio due to this purchase was 1.46%. The holdings were 10,828 shares as of 2017-09-30. New Purchase: Vanguard Industrials (VIS) Fis Group, Inc. initiated holdings in Vanguard Industrials. The purchase prices were between $125.93 and $134.26, with an estimated average price of $129.47. The stock is now traded at around $136.99. The impact to the portfolio due to this purchase was 0.53%. The holdings were 4,498 shares as of 2017-09-30. New Purchase: SPDR Series Trust Homebuilders (XHB) Fis Group, Inc. initiated holdings in SPDR Series Trust Homebuilders. The purchase prices were between $37.23 and $39.82, with an estimated average price of $38.48. The stock is now traded at around $41.36. The impact to the portfolio due to this purchase was 0.27%. The holdings were 7,579 shares as of 2017-09-30. Added: iShares MSCI Europe Financials Sector Index Fund (EUFN) Fis Group, Inc. added to the holdings in iShares MSCI Europe Financials Sector Index Fund by 21.18%. The purchase prices were between $22.17 and $23.57, with an estimated average price of $22.85. The stock is now traded at around $23.21. The impact to the portfolio due to this purchase was 0.98%. The holdings were 270,338 shares as of 2017-09-30. Sold Out: iShares U.S. Technology (IYW) Fis Group, Inc. sold out the holdings in iShares U.S. Technology. The sale prices were between $138.32 and $150.23, with an estimated average price of $146.46. Sold Out: PowerShares KBW Bank Portfolio (KBWB) Fis Group, Inc. sold out the holdings in PowerShares KBW Bank Portfolio. The sale prices were between $46.4 and $51.2, with an estimated average price of $49.18. Sold Out: SPDR S&P International Energy Sector (IPW) Fis Group, Inc. sold out the holdings in SPDR S&P International Energy Sector. The sale prices were between $17.15 and $18.08, with an estimated average price of $17.64. Sold Out: SPDR S&P International Health Care Sector (IRY) Fis Group, Inc. sold out the holdings in SPDR S&P International Health Care Sector. The sale prices were between $49.33 and $50.51, with an estimated average price of $49.94. Sold Out: SPDR Select Sector Fund - Industrial (XLI) Fis Group, Inc. sold out the holdings in SPDR Select Sector Fund - Industrial. The sale prices were between $67.15 and $71, with an estimated average price of $68.78. Sold Out: SPDR S&P International Telecommunications Sector (IST) Fis Group, Inc. sold out the holdings in SPDR S&P International Telecommunications Sector. The sale prices were between $24.61 and $25.65, with an estimated average price of $25.19. Reduced: iShares U.S. Medical Devices (IHI) Fis Group, Inc. reduced to the holdings in iShares U.S. Medical Devices by 93.31%. The sale prices were between $160.79 and $170.66, with an estimated average price of $165.98. The stock is now traded at around $173.75. The impact to the portfolio due to this sale was -6.6%. Fis Group, Inc. still held 9,612 shares as of 2017-09-30. Reduced: SPDR DJ Euro STOXX 50 Etf ( FEZ ) Fis Group, Inc. reduced to the holdings in SPDR DJ Euro STOXX 50 Etf by 66.2%. The sale prices were between $38.39 and $41.25, with an estimated average price of $39.84. The stock is now traded at around $41.19. The impact to the portfolio due to this sale was -4.69%. Fis Group, Inc. still held 208,051 shares as of 2017-09-30. Reduced: iShares MSCI Canada Index Fund (EWC) Fis Group, Inc. reduced to the holdings in iShares MSCI Canada Index Fund by 70.29%. The sale prices were between $26.65 and $28.94, with an estimated average price of $27.82. The stock is now traded at around $29.06. The impact to the portfolio due to this sale was -4.55%. Fis Group, Inc. still held 239,597 shares as of 2017-09-30. Reduced: PowerShares International BuyBack Achievers Portfo (IPKW) Fis Group, Inc. reduced to the holdings in PowerShares International BuyBack Achievers Portfo by 68.59%. The sale prices were between $31.84 and $35.01, with an estimated average price of $33.78. The stock is now traded at around $35.30. The impact to the portfolio due to this sale was -3.69%. Fis Group, Inc. still held 176,408 shares as of 2017-09-30. Reduced: iShares MSCI Australia Index Fund (EWA) Fis Group, Inc. reduced to the holdings in iShares MSCI Australia Index Fund by 96.95%. The sale prices were between $21.48 and $23.16, with an estimated average price of $22.48. The stock is now traded at around $22.99. The impact to the portfolio due to this sale was -3.23%. Fis Group, Inc. still held 15,591 shares as of 2017-09-30. Reduced: iShares MSCI Japan Index Fund (EWJ) Fis Group, Inc. reduced to the holdings in iShares MSCI Japan Index Fund by 69.97%. The sale prices were between $52.84 and $55.71, with an estimated average price of $54.51. The stock is now traded at around $57.75. The impact to the portfolio due to this sale was -3.09%. Fis Group, Inc. still held 84,359 shares as of 2017-09-30. EUFN 15-Year Financial Data The intrinsic value of EUFN Peter Lynch Chart of EUFN Premium Members This article first appeared on GuruFocus . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Fis Group, Inc. New Purchases: EFG , SCJ , ENZL , VGT, VIS, XHB, EOG, OXY, APC, PXD, Added Positions:EUFN, EWU, PSCD, EWY, Reduced Positions:IHI, FEZ, EWC, IPKW, EWA, EWJ, KRE, IHF, VOX, DEM, Sold Out:IYW, KBWB, IPW, IRY, XLI, IST, VIG, ITE, IRV, IPN, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. Shares added by 11.36% WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 182,777 shares, 6.97% of the total portfolio. These are the top 5 holdings of FIS GROUP, INC. iShares MSCI EAFE Growth ( EFG ) - 156,687 shares, 10.76% of the total portfolio.
Fis Group, Inc. New Purchases: EFG , SCJ , ENZL , VGT, VIS, XHB, EOG, OXY, APC, PXD, Added Positions:EUFN, EWU, PSCD, EWY, Reduced Positions:IHI, FEZ, EWC, IPKW, EWA, EWJ, KRE, IHF, VOX, DEM, Sold Out:IYW, KBWB, IPW, IRY, XLI, IST, VIG, ITE, IRV, IPN, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. Shares added by 11.36% WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 182,777 shares, 6.97% of the total portfolio. New Purchase: iShares MSCI Japan Sm Cap ( SCJ ) Fis Group, Inc. initiated holdings in iShares MSCI Japan Sm Cap.
Fis Group, Inc. New Purchases: EFG , SCJ , ENZL , VGT, VIS, XHB, EOG, OXY, APC, PXD, Added Positions:EUFN, EWU, PSCD, EWY, Reduced Positions:IHI, FEZ, EWC, IPKW, EWA, EWJ, KRE, IHF, VOX, DEM, Sold Out:IYW, KBWB, IPW, IRY, XLI, IST, VIG, ITE, IRV, IPN, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. Shares added by 11.36% WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 182,777 shares, 6.97% of the total portfolio. Shares reduced by 47.33% New Purchase: iShares MSCI EAFE Growth ( EFG ) Fis Group, Inc. initiated holdings in iShares MSCI EAFE Growth.
Fis Group, Inc. New Purchases: EFG , SCJ , ENZL , VGT, VIS, XHB, EOG, OXY, APC, PXD, Added Positions:EUFN, EWU, PSCD, EWY, Reduced Positions:IHI, FEZ, EWC, IPKW, EWA, EWJ, KRE, IHF, VOX, DEM, Sold Out:IYW, KBWB, IPW, IRY, XLI, IST, VIG, ITE, IRV, IPN, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. Shares added by 11.36% WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 182,777 shares, 6.97% of the total portfolio. These are the top 5 holdings of FIS GROUP, INC. iShares MSCI EAFE Growth ( EFG ) - 156,687 shares, 10.76% of the total portfolio.
621e6a82-4486-4571-a644-73c68bd9d76d
727136.0
2017-10-20 00:00:00 UTC
7 High-Yield ETFs for Income-Conscious Investors
DEM
https://www.nasdaq.com/articles/7-high-yield-etfs-for-income-conscious-investors-2017-10-20
nan
nan
InvestorPlace - Stock Market News, Stock Advice & Trading Tips I don't know about you, but my savings account still isn't paying any interest. And that's just the problem. Despite the Federal Reserve starting to ratchet up interest rates, investors' bonds yields, savings accounts and money-market funds haven't kept up. They are still paying next to nothing and most likely will for a long time. That's a problem for income-investors. But luckily, there are plenty of exchange-traded funds (ETFs) that pay out handsomely. By using ETFs, investors can gain access to high-yielding asset classes within a single ticker. That provides plenty of diversification and the ability to boost a portfolio's overall income. Add in ETFs low costs and intraday tradability and you have a recipe for success. The 5 Best Growth Stocks in Tech for 2018 But which ETFs could be the answer to your income dilemma? We here at InvestorPlace have combed through all 4,500 ETFs to find the best ones. And these are seven exchange-traded funds with yields that you won't lose any sleep over: High-Yield ETFs: Guggenheim Multi-Asset Income ETF (CVY) Distribution Yield: 4.41% For investors looking for an all-in-one boots to their yield, there are plenty of multi-asset ETFs on the market. And when it comes to a high yield, the Guggenheim Multi-Asset Income ETF (NYSE: CVY ) is one of the oldest and largest funds around. CVY - which boasts about $343 million in assets under management - tracks a basket of high-yield holdings. This includes everything from common stocks and real estate investment trusts (REITs) to CEFs and preferred stocks. The goal is to craft a portfolio that has a higher yield than the stock-focused Dow Jones U.S. Select Dividend Index . CVY has succeeded for much of its history, and today's blend of 149 securities generates a healthy yield of 4.41%. The Dow Jones U.S. Select Dividend Index tracking iShares Select Dividend ETF (NYSEARCA: DVY ) only yields about 3.09%. In addition to that extra yield, CVY has been a decent performer - returning about 4.4% since its inception back in 2006. That's pretty bond-like. But unlike bonds, the ETF yields a lot more. And in that, CVY could serve as a core component of your fixed-income portfolio. Expenses for CVY run at just 0.84%, or $84 per $10,000 invested. High-Yield ETFs: PowerShares High Yield Corporate Bond (PHB) Distribution Yield: 3.85% It's no secret that high-yield or junk bonds have long been a place for investors to seek higher yields than investment grade or treasury bonds. As a result, billions have flown into junk bond ETFs. But the bulk of that money should really be flowing into one: the PowerShares High Yield Corporate Bond (NYSEArca: PHB ). That's because PHB is a smart-beta ETF. The problem with regular bond exchange-traded funds is that they are constructed so that the issuers with the most debt have the largest weightings. That's not too smart, as you're essentially buying the company with the largest credit card balance. PHB is different as the fund uses various screens - such as cash flows, revenue growth, etc. - to find companies with the best chance of making bond payments in perpetuity. The fund then weights them based on this score. This is particularly important when you're dealing with "junk" bonds. The idea is that PHB eliminates many of the default problems associated with firms with less-than-stellar credit. 7 Cryptocurrencies to Buy as Blockchain Heats Up While PHB's yield is lower than some junk bond ETFs, it is safer. And that means it's a better overall high yield. And for income seekers, that's the real point. High-Yield ETFs: Alerian MLP ETF (AMLP) Distribution Yield: 10.3% For investors looking for high yields, master limited partnerships (MLPs) remain a powerful portfolio tool. After all, the corporate structure is designed to kick out large, tax-advantaged dividends to unitholders and the sponsoring general partners. Those high yields often average in the 5% to 8% range. But the sector can be a difficult nut to crack on the individual level. That's why MLP ETFs are a great way to add exposure. The nearly $10 billion king of the hill remains the Alerian MLP ETF (NYSEARCA: AMLP ). AMLP tracks the 25 largest MLPs that get their cash flows from the transportation, storage and processing of energy commodities. We're talking about pipeline and midstream firms. That's a key distinction, as there are numerous firms in other natural-resource-related industries that have adopted the tax structure. Top holdings for the MLP ETF include midstream stalwarts like Magellan Midstream Partners, L.P . (NYSE: MMP ) and Western Gas Partners (NYSE: WGP ). The ETFs focus on the "cream of the crop" produces some pretty steady dividends for investors. Right now, AMLP is kicking out a massive 10.30% distribution yield. That's a powerful shot in the arm for any portfolio. Even better is that traditionally MLPs have raised their payouts faster than interest rate increases. That makes AMLP a powerful inflation-fighting tool as well. High-Yield ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Distribution Yield: 8.57% Emerging markets have long been a place to find plenty of growth. But they can also be a yield hunter's paradise. Just take a look at the 8.57% distribution yield on the WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM ). Many emerging market businesses are still heavily owned by family or governments. One of the best ways to extract cash from ownership is through dividends. And that is reflected in the ETFs high yield. The nearly $2 billion fund tracks a basket of above average-paying emerging market equities . Securities ranking in the highest 30% by dividend yield from underlying parent index are selected for inclusion in DEM. Companies are then weighted in the ETF based on annual cash dividends paid. This provides a magnified effect of dividends on the fund's overall returns. And that is why its able to kick out a massive 8%-plus yield. For investors, it provides a diversified way to play emerging markets without some of the risks. DEM has been less volatile than some of its more traditional rival developing market ETFs. 5 Blue-Chip Stocks That "Dow 23,000" Left in the Dust Even better is the combination of high dividends, lower volatility and capital gains have helped the fund gain more than 25% since its inception back in 2007. High-Yield ETFs: SPDR Dow Jones International Real Estate ETF (RWX) Distribution Yield: 8.25% Real estate has long been touted as a great way to gain plenty of high yielding cash flows and REIT ETFs are some of the most popular on the planet. But for those investors looking for the really big yields from real estate, the key is to focus overseas. The SPDR Dow Jones International Real Estate ETF (NYSEARCA: RWX ) kicked out a massive 8.25% yield over the last twelve months. Nearly 40 countries have adopted the REIT tax structure and RWX attempts to play them all. The fund ETF tracks 113 of the international world's largest REITs, property managers, and real estate servicing firms. And while buying international real estate may seem "foreign" to some investors, the reality is that RWX's holdings are just as big as some U.S. real estate groups. There's a good chance you've shopped at a mall or power center owned by Westfield or worked in a Unibail-Rodamco owned office park. Returns for RWX have been roughly flat since its inception. Part of that has to do with the rise of the U.S. dollar. But when paired with a U.S.-focused real estate fund, RWX could be used to grab a high yield and provide protection during down-dollar periods. High-Yield ETFs: First Trust Preferred Securities and Income ETF (FPE) Distribution Yield: 5.56% The problem with common stocks is that generally, yields aren't too high. And when they are, this can signal plenty of problems. Preferred stocks can be a great way to get higher yields than common stocks while still getting some of bond's safety features. And ETFs are a great way to play them. The often ignored First Trust Preferred Securities and Income ETF (NYSEARCA: FPE ) is a great way to add a dose of preferreds to a portfolio. The $3 billion ETF is actively managed by Stonebridge Advisors . So it doesn't track an index. Stonebridge has made name for itself specializing only in preferred and other hybrid debt securities. That expertise shows up in FPE's underlying assets. The ETF can and does hold a mixture of traditional preferred stocks, corporate bonds, high yield bonds, floating rate debt and convertible bonds. The combination of these assets currently allows FPE to kick-out a very healthy sized 5.56% distribution yield. Stonebridge's expertise shows up in the funds returns as well. FPE's share price has been rock solid and much of its return has come via its yield. But that's exactly what you are looking for in a preferred fund. No wonder why the ETF has Morningstar's seal of approval with a five-star rating. 7 Tech Funds to Play the Most Powerful Trends of 2018 Expenses for FPE run at just 0.85%, or $85 per $10,000 invested. High-Yield ETFs: VanEck Vectors High-Yield Municipal Index ETF (HYD) Distribution Yield: 3.99% Getting a high yield and being able to tell Uncle Sam to go to heck? That's what dreams are made of. It's also what some ETFs are made of as well. Municipal bonds have long been the pace for tax-sensitive investors to find great income. not all municipal bonds are created equal. Creditworthiness varies from state to state or town to town. That means that some issuers are considered "junk." And just like regular taxable junk bonds, junk munis pay much higher coupons. The VanEck Vectors High-Yield Municipal Index ETF (NYSEARCA: HYD ) tracks the non-investment grade swath of the municipal bonds market. These include one-off and special project revenue bonds as well as munis from towns with less-than-stellar credit. The vast bulk of its over 1500 holdings are in the BBB to CCC credit quality swaths. That's the lowest investment grade rating down toward pure junk. But what that really does is create a very high yield that is free of taxes (assuming you're not subjected to the AMT). For an investor in the highest tax bracket, HYD's 3.99% yield is the taxable equivalent of earning a 6.60% yield. Heck, someone in the 25% bracket is still getting a taxable equivalent yield of 4.7%. With that HYD could be one of the best ETFs to score a high yield in a taxable account for any investor. As of this writing, Aaron Levitt was long the MMP ETF. The post 7 High-Yield ETFs for Income-Conscious Investors appeared first on InvestorPlace . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
High-Yield ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Distribution Yield: 8.57% Emerging markets have long been a place to find plenty of growth. Just take a look at the 8.57% distribution yield on the WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM ). Securities ranking in the highest 30% by dividend yield from underlying parent index are selected for inclusion in DEM.
High-Yield ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Distribution Yield: 8.57% Emerging markets have long been a place to find plenty of growth. Just take a look at the 8.57% distribution yield on the WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM ). Securities ranking in the highest 30% by dividend yield from underlying parent index are selected for inclusion in DEM.
High-Yield ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Distribution Yield: 8.57% Emerging markets have long been a place to find plenty of growth. Just take a look at the 8.57% distribution yield on the WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM ). Securities ranking in the highest 30% by dividend yield from underlying parent index are selected for inclusion in DEM.
High-Yield ETFs: WisdomTree Emerging Markets High Dividend Fund (DEM) Distribution Yield: 8.57% Emerging markets have long been a place to find plenty of growth. Just take a look at the 8.57% distribution yield on the WisdomTree Emerging Markets High Dividend Fund (NYSE: DEM ). Securities ranking in the highest 30% by dividend yield from underlying parent index are selected for inclusion in DEM.
b9a80145-254a-46a6-920d-185da4c54a54
727137.0
2017-05-12 00:00:00 UTC
Fis Group, Inc. Buys iShares MSCI Canada Index Fund, iShares U.S. ...
DEM
https://www.nasdaq.com/articles/fis-group-inc-buys-ishares-msci-canada-index-fund-ishares-us-2017-05-12
nan
nan
Fis Group, Inc. New Purchases: EWC , IYW , FEZ , EWT, EIS, EZA, EPI, EWZ, DUAVF, BAESF, Added Positions:IHI, EWJ, IRY, DEM, IPW, EWA, KBWB, KRE, IRV, SUPV, Reduced Positions:EWP, IHF, KIE, XLB, VDC, XHB, EUFN, IPKW, AGRO, IPN, Sold Out:IGV, XLI, EWG, YPF, PAM, BMA, GGAL, VNQ, SCJ, CRESY, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. These are the top 5 holdings of FIS GROUP, INC. iShares U.S. Medical Devices ( IHI ) - 143,586 shares, 7.47% of the total portfolio. Shares added by 315.73% iShares MSCI Canada Index Fund ( EWC ) - 730,572 shares, 6.74% of the total portfolio. New Position WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 439,953 shares, 6.17% of the total portfolio. Shares added by 30.30% PowerShares International BuyBack Achievers Portfo ( IPKW ) - 561,563 shares, 5.96% of the total portfolio. Shares reduced by 7.45% iShares U.S. Technology ( IYW ) - 127,902 shares, 5.94% of the total portfolio. New Position New Purchase: iShares MSCI Canada Index Fund ( EWC ) Fis Group, Inc. initiated holdings in iShares MSCI Canada Index Fund. The purchase prices were between $26.15 and $27.84, with an estimated average price of $26.99. The stock is now traded at around $26.19. The impact to the portfolio due to this purchase was 6.74%. The holdings were 730,572 shares as of 2017-03-31. New Purchase: iShares U.S. Technology ( IYW ) Fis Group, Inc. initiated holdings in iShares U.S. Technology. The purchase prices were between $120.25 and $135.24, with an estimated average price of $129.74. The stock is now traded at around $141.90. The impact to the portfolio due to this purchase was 5.94%. The holdings were 127,902 shares as of 2017-03-31. New Purchase: SPDR DJ Euro STOXX 50 Etf (FEZ) Fis Group, Inc. initiated holdings in SPDR DJ Euro STOXX 50 Etf. The purchase prices were between $33.46 and $36.54, with an estimated average price of $34.67. The stock is now traded at around $38.94. The impact to the portfolio due to this purchase was 5.93%. The holdings were 474,869 shares as of 2017-03-31. New Purchase: iShares MSCI Taiwan Capped (EWT) Fis Group, Inc. initiated holdings in iShares MSCI Taiwan Capped. The purchase prices were between $29.37 and $33.84, with an estimated average price of $31.99. The stock is now traded at around $34.47. The impact to the portfolio due to this purchase was 2.71%. The holdings were 237,912 shares as of 2017-03-31. New Purchase: iShares MSCI Israel Capped Investable Market Index (EIS) Fis Group, Inc. initiated holdings in iShares MSCI Israel Capped Investable Market Index. The purchase prices were between $46.4 and $52.38, with an estimated average price of $49.49. The stock is now traded at around $53.09. The impact to the portfolio due to this purchase was 2.57%. The holdings were 146,295 shares as of 2017-03-31. New Purchase: iShares MSCI South Africa Index Fund (EZA) Fis Group, Inc. initiated holdings in iShares MSCI South Africa Index Fund. The purchase prices were between $52.36 and $60.39, with an estimated average price of $56.08. The stock is now traded at around $59.29. The impact to the portfolio due to this purchase was 1.69%. The holdings were 89,201 shares as of 2017-03-31. Added: iShares U.S. Medical Devices ( IHI ) Fis Group, Inc. added to the holdings in iShares U.S. Medical Devices by 315.73%. The purchase prices were between $133.15 and $152.44, with an estimated average price of $145.34. The stock is now traded at around $157.16. The impact to the portfolio due to this purchase was 5.67%. The holdings were 143,586 shares as of 2017-03-31. Added: iShares MSCI Japan Index Fund (EWJ) Fis Group, Inc. added to the holdings in iShares MSCI Japan Index Fund by 6450.58%. The purchase prices were between $48.86 and $52.34, with an estimated average price of $51.11. The stock is now traded at around $52.38. The impact to the portfolio due to this purchase was 2.57%. The holdings were 147,781 shares as of 2017-03-31. Added: SPDR S&P International Health Care Sector (IRY) Fis Group, Inc. added to the holdings in SPDR S&P International Health Care Sector by 135.36%. The purchase prices were between $43.5 and $47.16, with an estimated average price of $45.46. The stock is now traded at around $49.85. The impact to the portfolio due to this purchase was 1.57%. The holdings were 169,324 shares as of 2017-03-31. Added: WisdomTree Emerging Markets High Dividend Fund ( DEM ) Fis Group, Inc. added to the holdings in WisdomTree Emerging Markets High Dividend Fund by 30.30%. The purchase prices were between $37.34 and $41.55, with an estimated average price of $39.82. The stock is now traded at around $41.12. The impact to the portfolio due to this purchase was 1.43%. The holdings were 439,953 shares as of 2017-03-31. Added: SPDR S&P International Energy Sector (IPW) Fis Group, Inc. added to the holdings in SPDR S&P International Energy Sector by 68.36%. The purchase prices were between $17.64 and $19.24, with an estimated average price of $18.38. The stock is now traded at around $18.42. The impact to the portfolio due to this purchase was 1.28%. The holdings were 502,156 shares as of 2017-03-31. Added: SPDR S&P International Materials Sector (IRV) Fis Group, Inc. added to the holdings in SPDR S&P International Materials Sector by 26.62%. The purchase prices were between $20.16 and $22.37, with an estimated average price of $21.61. The stock is now traded at around $21.71. The impact to the portfolio due to this purchase was 0.32%. The holdings were 200,945 shares as of 2017-03-31. Sold Out: iShares North American Tech-Software (IGV) Fis Group, Inc. sold out the holdings in iShares North American Tech-Software. The sale prices were between $108.85 and $126.85, with an estimated average price of $120.39. Sold Out: SPDR Select Sector Fund - Industrial (XLI) Fis Group, Inc. sold out the holdings in SPDR Select Sector Fund - Industrial. The sale prices were between $62.22 and $66.97, with an estimated average price of $64.6. Sold Out: iShares MSCI Germany Index Fund (EWG) Fis Group, Inc. sold out the holdings in iShares MSCI Germany Index Fund. The sale prices were between $26.48 and $28.81, with an estimated average price of $27.66. Sold Out: YPF SA (YPF) Fis Group, Inc. sold out the holdings in YPF SA. The sale prices were between $16.85 and $24.28, with an estimated average price of $21.54. Sold Out: Pampa Energia SA (PAM) Fis Group, Inc. sold out the holdings in Pampa Energia SA. The sale prices were between $36 and $55, with an estimated average price of $46.08. Sold Out: Banco Macro SA (BMA) Fis Group, Inc. sold out the holdings in Banco Macro SA. The sale prices were between $70.05 and $86.7, with an estimated average price of $79.44. IHI 15-Year Financial Data The intrinsic value of IHI Peter Lynch Chart of IHI Premium Members This article first appeared on GuruFocus . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Fis Group, Inc. New Purchases: EWC , IYW , FEZ , EWT, EIS, EZA, EPI, EWZ, DUAVF, BAESF, Added Positions:IHI, EWJ, IRY, DEM, IPW, EWA, KBWB, KRE, IRV, SUPV, Reduced Positions:EWP, IHF, KIE, XLB, VDC, XHB, EUFN, IPKW, AGRO, IPN, Sold Out:IGV, XLI, EWG, YPF, PAM, BMA, GGAL, VNQ, SCJ, CRESY, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. New Position WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 439,953 shares, 6.17% of the total portfolio. Added: WisdomTree Emerging Markets High Dividend Fund ( DEM ) Fis Group, Inc. added to the holdings in WisdomTree Emerging Markets High Dividend Fund by 30.30%.
Added: WisdomTree Emerging Markets High Dividend Fund ( DEM ) Fis Group, Inc. added to the holdings in WisdomTree Emerging Markets High Dividend Fund by 30.30%. Fis Group, Inc. New Purchases: EWC , IYW , FEZ , EWT, EIS, EZA, EPI, EWZ, DUAVF, BAESF, Added Positions:IHI, EWJ, IRY, DEM, IPW, EWA, KBWB, KRE, IRV, SUPV, Reduced Positions:EWP, IHF, KIE, XLB, VDC, XHB, EUFN, IPKW, AGRO, IPN, Sold Out:IGV, XLI, EWG, YPF, PAM, BMA, GGAL, VNQ, SCJ, CRESY, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. New Position WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 439,953 shares, 6.17% of the total portfolio.
Fis Group, Inc. New Purchases: EWC , IYW , FEZ , EWT, EIS, EZA, EPI, EWZ, DUAVF, BAESF, Added Positions:IHI, EWJ, IRY, DEM, IPW, EWA, KBWB, KRE, IRV, SUPV, Reduced Positions:EWP, IHF, KIE, XLB, VDC, XHB, EUFN, IPKW, AGRO, IPN, Sold Out:IGV, XLI, EWG, YPF, PAM, BMA, GGAL, VNQ, SCJ, CRESY, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. New Position WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 439,953 shares, 6.17% of the total portfolio. Added: WisdomTree Emerging Markets High Dividend Fund ( DEM ) Fis Group, Inc. added to the holdings in WisdomTree Emerging Markets High Dividend Fund by 30.30%.
Fis Group, Inc. New Purchases: EWC , IYW , FEZ , EWT, EIS, EZA, EPI, EWZ, DUAVF, BAESF, Added Positions:IHI, EWJ, IRY, DEM, IPW, EWA, KBWB, KRE, IRV, SUPV, Reduced Positions:EWP, IHF, KIE, XLB, VDC, XHB, EUFN, IPKW, AGRO, IPN, Sold Out:IGV, XLI, EWG, YPF, PAM, BMA, GGAL, VNQ, SCJ, CRESY, For the details of FIS GROUP, INC.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=FIS+GROUP%2C+INC. New Position WisdomTree Emerging Markets High Dividend Fund ( DEM ) - 439,953 shares, 6.17% of the total portfolio. Added: WisdomTree Emerging Markets High Dividend Fund ( DEM ) Fis Group, Inc. added to the holdings in WisdomTree Emerging Markets High Dividend Fund by 30.30%.
d3e2d6a5-14b1-4cec-ae54-3fde7b364585
727138.0
2017-03-17 00:00:00 UTC
Uncertainty Clouds Trump's Protectionist Agenda: Emerging Market ETFs in Focus
DEM
https://www.nasdaq.com/articles/uncertainty-clouds-trumps-protectionist-agenda%3A-emerging-market-etfs-in-focus-2017-03-17
nan
nan
The uncertainty surrounding the implementation of President Trump's protectionist policy is making emerging market investments a good bet. Investors are banking on emerging market investments for encouraging returns as they are skeptical about the approval and successful execution of Trump's protectionist policies (read: 5 Reasons Why Emerging Market ETFs Will March Higher ). Strategists believe that emerging markets are in a really good position to absorb the two projected Fed rate hikes this year, following a 25 bps increase in the March 14-15, 2017 Federal Open Market Committee meeting. Russia has emerged from its longest recession in two decades. Current account deficit for India seems to be declining. Moreover, investors are bullish on the Indian economy owing to a major state election win for Prime Minister Narendra Modi's party. South Africa and Indonesia are seeing declines in the current account deficit too. Brazil expects to achieve flat to low single digit GDP growth this year and is likely to emerge from its worst recession (read: 4 Emerging Market ETFs Poised to Be Great Buys ). The rate of interest in the emerging market economies is also much higher compared with almost 1% return in the U.S and negative returns in the euro region. Asset managers are currently more concerned with what is going on in these emerging market economies than how they will be impacted by U.S policy decision changes (read: February ETF Asset Report: EM Gains, U.S. Loses ). Alternatively, if the policies are implemented, it will lead to lower imports. People will spend more on domestic products and U.S inflation could see a sharp increase, leading to the possibility of more rate hikes. In such a scenario, developing nation investments could see a decline as they will no longer be in a position to benefit. Let's focus on the following ETFs that might be impacted by the current market scenario: WisdomTree Emerging Markets High Dividend FundDEM This fund offers exposure to some of the highest dividend yielding stocks in the emerging market economies. It offers high levels of current income and has a dividend yield of 3.44%. DEM manages AUM of $1.65 billion and has an expense ratio of 63 bps a year. Taiwan, China, and Russia take the top three spots in terms of geographical exposure with around 55% allocation. The fund returned 7.3% in the year-to-date time frame and 21.5% in the past one year. DEM currently has a Zacks ETF Rank #3 (Hold) with a Medium risk outlook. (read: Emerging Market & Gold: Two ETFs Trading with Outsized Volume ). PowerShares FTSE RAFI Emerging Markets Portfolio ETFPXH This ETF offers exposure to major emerging markets and is a useful tool to implement short-term tactical overlays as well. PXH manages AUM of $790 million and has an expense ratio of 49 bps a year. Brazil, China, and Taiwan take the top three spots in terms of geographical exposure with around 60% allocation. The fund returned 8.8% in the year-to-date time frame and 31.9% in the past one year. DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. First Trust Emerging Markets AlphaDEX FundFEM This ETF offers exposure to major emerging markets by investing in the Defined Emerging Markets Index. PXH manages AUM of $181 million and has an expense ratio of 80 bps a year. China, Brazil, and Russia take the top three spots in terms of geographical exposure with around 60% allocation. The fund returned 12% in the year-to-date time frame and 24.8% in the past one year. DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. Bottom Line Although investors are concerned about giving less weight to emerging market investments and not taking enough risk to tap the potential in the portfolio, it should be noted that the failure of President Trump's protectionist agenda is not certain. In case even parts of his policies on trade are implemented, emerging market investments would take a hit. Hence, we believe, it's best to remain on the sidelines for now. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports FT-EMG MKT AD (FEM): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. Let's focus on the following ETFs that might be impacted by the current market scenario: WisdomTree Emerging Markets High Dividend FundDEM This fund offers exposure to some of the highest dividend yielding stocks in the emerging market economies. DEM manages AUM of $1.65 billion and has an expense ratio of 63 bps a year.
Let's focus on the following ETFs that might be impacted by the current market scenario: WisdomTree Emerging Markets High Dividend FundDEM This fund offers exposure to some of the highest dividend yielding stocks in the emerging market economies. DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports PWRSH-F/R EMP (PXH): ETF Research Reports FT-EMG MKT AD (FEM): ETF Research Reports To read this article on Zacks.com click here.
Let's focus on the following ETFs that might be impacted by the current market scenario: WisdomTree Emerging Markets High Dividend FundDEM This fund offers exposure to some of the highest dividend yielding stocks in the emerging market economies. DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. DEM manages AUM of $1.65 billion and has an expense ratio of 63 bps a year.
DEM currently has a Zacks ETF Rank #3 with a Medium risk outlook. Let's focus on the following ETFs that might be impacted by the current market scenario: WisdomTree Emerging Markets High Dividend FundDEM This fund offers exposure to some of the highest dividend yielding stocks in the emerging market economies. DEM manages AUM of $1.65 billion and has an expense ratio of 63 bps a year.
687282e4-1f12-4568-8d57-85566c2d3207
727139.0
2017-03-03 00:00:00 UTC
Emerging Market & Gold: Two ETFs Trading with Outsized Volume
DEM
https://www.nasdaq.com/articles/emerging-market-gold-two-etfs-trading-outsized-volume-2017-03-03
nan
nan
The key U.S. equity gauges were in the red on Thursday. Among the top ETFs, investors saw SPY lose about 0.6%, DIA shed over 0.5% and QQQ move lower about 0.5% on the day. Two more specialized ETFs are worth noting in particular though as both saw trading volume that was far outside of normal. In fact, in the most recent trading session, both these funds experienced volume levels that were more than double their average. This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra interest continues: IAU : Volume 3.49 times average This retail gold bullion was in focus yesterday as roughly 28.2 billion shares moved hands compared with an average of roughly 8.09 million shares. IAU lost about 1.2% on the day. Gold prices came under pressure due to the rising greenback. The currency gained strength on increasing odds of a Fed rate hike in the March meeting. In the last one-month period, IAU was up about 1.3%. The fund has a Zacks ETF Rank #3 (Hold). DEM : Volume 3.44 times average This emerging market ETF was in focus yesterday as almost 1.08 million shares moved hands compared with an average of roughly 314, 340 shares. We also saw some stock price movement as DEM was down about 1.73%. The decline can again be attributed to rising U.S. Treasury yields. Fears of a cease in cheap dollar inflows on the possibility of faster Fed rate hikes also weighed on this emerging market ETF. In the last one-month period, DEM was up just 0.5%. The fund carries a Zacks ETF Rank #3. Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
DEM : Volume 3.44 times average This emerging market ETF was in focus yesterday as almost 1.08 million shares moved hands compared with an average of roughly 314, 340 shares. We also saw some stock price movement as DEM was down about 1.73%. In the last one-month period, DEM was up just 0.5%.
DEM : Volume 3.44 times average This emerging market ETF was in focus yesterday as almost 1.08 million shares moved hands compared with an average of roughly 314, 340 shares. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports To read this article on Zacks.com click here. We also saw some stock price movement as DEM was down about 1.73%.
DEM : Volume 3.44 times average This emerging market ETF was in focus yesterday as almost 1.08 million shares moved hands compared with an average of roughly 314, 340 shares. Click to get this free report SPDR-DJ IND AVG (DIA): ETF Research Reports ISHARS-GOLD TR (IAU): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports To read this article on Zacks.com click here. We also saw some stock price movement as DEM was down about 1.73%.
We also saw some stock price movement as DEM was down about 1.73%. DEM : Volume 3.44 times average This emerging market ETF was in focus yesterday as almost 1.08 million shares moved hands compared with an average of roughly 314, 340 shares. In the last one-month period, DEM was up just 0.5%.
2b573889-8f61-40e5-94f8-65e0663ab77f
727140.0
2017-02-02 00:00:00 UTC
WisdomTree Emerging Markets High Dividend Fund (DEM): The Best Developing Nations ETF
DEM
https://www.nasdaq.com/articles/wisdomtree-emerging-markets-high-dividend-fund-dem%3A-the-best-developing-nations-etf
nan
nan
InvestorPlaceInvestorPlace - Stock Market News, Stock Advice & Trading Tips When factoring in single-country and fixed-income offerings, there are over 200 emerging markets exchange-traded products trading in the U.S. That represents a significant portion of the overall U.S. exchange-traded products market. Diversified emerging markets exchange-traded funds (ETFs), or ETFs exposed to a sizable group of developing economies, are usually the stopping point for many investors looking for emerging markets exposure. Popular alternatives in this ETF genre include the Vanguard FTSE Emerging Markets ETF (NYSEARCA: VWO ) and the iShares MSCI Emerging Markets ETF (NYSEARCA: EEM ). Seasoned investors know that some developing economies are credible dividend destinations and that the theme of emerging markets dividends is easily accessible via ETFs. Additionally, experienced investors know that dividend strategies can be used as complements or even alternatives to traditional emerging markets ETFs . Enter the WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) as one of the best emerging markets ETFs on the market. In fact, in the right market environments, a case can be made that DEM is the best emerging markets ETF, dividends or otherwise. While these are superficial metrics, many investors embrace ETFs that they perceive to be large and old. DEM accommodates on those fronts as an assets under management tally of nearly $1.6 billion makes it the largest emerging-markets dividend ETF and the fund is just a few months shy of its tenth birthday. The 5 Best Stocks to Buy for Big Emerging Markets Profits Over the past year, DEM is up 39%, a showing that easily tops the 29% returned by the MSCI Emerging Markets Index over that span. Of course, yield is a big reason why some might argue in favor of DEM as the best emerging markets ETF. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, has a dividend yield of 5.4% , making the trailing 12-month yield on the MSCI Emerging Markets Index seem piddly by comparison. DEM's index "is a fundamentally weighted index that measures the performance of the highest dividend yielding stocks selected from the WisdomTree Emerging Markets Dividend Index," according to WisdomTree. The more than 300 stocks found in this emerging markets ETF are then weighted by dividends paid rather than by market value, the methodology used by many old guard emerging markets funds. A significant driver of DEM's yield and recent outperformance of rival emerging markets funds is Russia. DEM has one of the largest Russia allocations of any emerging markets ETF at 17.4%. That compares to 4.2% in the MSCI Emerging Markets Index. As was noted earlier, DEM can be a best emerging markets ETF in the right environment and usually that environment is one where Russian equities are flourishing as they are now. "Russian companies pay some of the highest dividends in the emerging market world; Russian stocks are expected to pay a 4.9% dividend yield in 2017 on thier 2016 earnings, 2-4 percentage points more than their peers - and the companies that do pay well are amongst Russian portfolio investors' favourites," according to IntelliNews . DEM's Russia exposure, not surprisingly, can be a double-edged sword. Over the past three years, a period that saw Russian stocks struggle for a good part of that time, DEM lagged major emerging markets benchmarks while being slightly more volatile. Still, DEM asserts its status as a best emerging markets ETF when looking at the total picture. Since coming to market in July 2007, is up 12.1%. That doesn't sound like much, but it is better than the negative returns generated by the largest, diversified emerging markets ETFs. Additionally, DEM has been 670 basis points less volatile than the MSCI Emerging Markets Index since inception. Those data points indicate that DEM's 0.63% annual fee, high by ETF standards, is actually worth it. Why Amazon.com, Inc. (AMZN) Stock Should Expect Fireworks Soon Additionally, Taiwan has one of the most favorable dividend policies in the developing world and is one of the least volatile emerging markets. That country is DEM's largest geographic weight at more than 25%. As of this writing, Todd Shriber owned shares of DEM in a retirement account. More From InvestorPlace 10 Stocks to Buy That Already Make America Great The 3 Best CEFs for Growth and Dividends The post WisdomTree Emerging Markets High Dividend Fund (DEM): The Best Developing Nations ETF appeared first on InvestorPlace . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
DEM accommodates on those fronts as an assets under management tally of nearly $1.6 billion makes it the largest emerging-markets dividend ETF and the fund is just a few months shy of its tenth birthday. Over the past three years, a period that saw Russian stocks struggle for a good part of that time, DEM lagged major emerging markets benchmarks while being slightly more volatile. Enter the WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) as one of the best emerging markets ETFs on the market.
Enter the WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) as one of the best emerging markets ETFs on the market. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, has a dividend yield of 5.4% , making the trailing 12-month yield on the MSCI Emerging Markets Index seem piddly by comparison. In fact, in the right market environments, a case can be made that DEM is the best emerging markets ETF, dividends or otherwise.
Enter the WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) as one of the best emerging markets ETFs on the market. DEM's underlying index, the WisdomTree Emerging Markets High Dividend Index, has a dividend yield of 5.4% , making the trailing 12-month yield on the MSCI Emerging Markets Index seem piddly by comparison. In fact, in the right market environments, a case can be made that DEM is the best emerging markets ETF, dividends or otherwise.
Enter the WisdomTree Emerging Markets High Dividend Fund (NYSEARCA: DEM ) as one of the best emerging markets ETFs on the market. DEM's index "is a fundamentally weighted index that measures the performance of the highest dividend yielding stocks selected from the WisdomTree Emerging Markets Dividend Index," according to WisdomTree. DEM has one of the largest Russia allocations of any emerging markets ETF at 17.4%.
a54e344d-e766-492d-8567-6e65fce36b6f
727141.0
2017-01-17 00:00:00 UTC
The Value Play In Emerging Market Dividend ETFs
DEM
https://www.nasdaq.com/articles/value-play-emerging-market-dividend-etfs-2017-01-17
nan
nan
Investors who have held onto their U.S.-focused dividend ETFs have been rewarded in both income and capital appreciation during the breadth of this bull market. The combination of relative momentum, low volatility, and steady accumulation of quarterly distributions have been the hallmarks of this steady trade. Yet, those who study market history know that price performance that outstrips company fundamentals comes at a cost. Namely higher statistical valuation measures, alongside slowly decreasing yield for new investors. As a result, dividend stocks that looked attractive several years ago are now starting to rise into the expensive zone relative to other global opportunities. For example, the iShares Select Dividend ETF (DVY) currently sports a yield of 3.04%, a price/earnings ratio of 22.16, and a price/book ratio of 2.44. That’s a marked contrast from the 2% yield and 18.26 price/earnings ratio of the iShares MSCI ACWI ETF (ACWI), aglobal marketcap weighted index. Fundamentals alone aren’t necessarily a reason to sell a holding that has performed with exceptional prowess. There have been many instances over the history of the stock market where valuations become stretched well beyond reasonable or relative measures. Stocks can often climb much further than many think possible before a correction ensues. Nevertheless, looking over the landscape of available dividend-focused opportunities, it’s reasonable for income investors to consider options with more attractive fundamentals on a relative basis. Using a screening tool from ETF.com, it’s easy to pinpoint emerging market stocks as one corner of the global marketplace worth paying attention to. The WisdomTree Emerging Markets High Dividend Fund (DEM) is one highly touted example of this segment. DEM contains over 300 stocks of emerging market nations that are selected based on their above-average dividend yields. The individual stocks are then weighted within the exchange-traded fund according to their annual cash payouts. This provides the largest share of assets to the companies with the highest yields. Notable statistics for DEM include its 4.48% yield, $1.58 billion in assets under management, and highly diversified stock selection across multiple market cap segments. The index that DEM is based on also sports a price/earnings ratio of just 10.30. That is less than half of many top U.S.-focused counterparts. The reasoning behind that tepid valuation metric is clear when viewing the 5-year performance history of DEM versus DVY. While emerging market stocks had a solid come-back year in 2016, they still have some significant catching up to do. Two other prominent funds in this category include the SPDR S&P Emerging Markets Dividend ETF (EDIV) and iShares Emerging Markets Dividend ETF (DVYE). EDIV contains over 100 dividend paying stocks of emerging market nations weighted by annual yield. The index requires a minimum market cap of $1 billion and at least 3 consecutive years of earnings growth and profitability for foreign stocks to be included in the basket. It charges an expense ratio of 0.49% and offers a 30-day SEC yield of 4.61%. The cumulative makeup of EDIV boast a current price/earnings ratio of 11.78. DVYE boasts a similar mix of 100 emerging market dividend stocks weighted by yield. Top country allocations include Taiwan, China, Brazil, and Thailand. This fund sports a 30-day SEC yield of 5.63% and income is paid quarterly to shareholders. It should be noted that emerging market stocks are subject to varying risks than their U.S. peers. The markets in these countries tend to be more volatile, offer varying degrees of liquidity, and are subject to currency fluctuations as well. Furthermore, income from emerging market dividend stocks is often lumpy from quarter to quarter. This results in an uneven dividend stream compared to the relatively smooth pattern of U.S. company distributions. The Bottom Line Emerging market stocks show clear advantages in terms of higher relative yields and lower valuation metrics. However, the timing of momentum changes or trend divergence can be difficult to pinpoint with accuracy. That is why those who are considering bolstering their international or emerging market exposure should do so with a long-term mindset. Additionally, the varying risks in owning foreign stocks should be carefully examined with respect to position size. These ETFs may be appropriate as tactical holdings to supplement core exposure and potentially boost overall portfolio yield. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Notable statistics for DEM include its 4.48% yield, $1.58 billion in assets under management, and highly diversified stock selection across multiple market cap segments. The WisdomTree Emerging Markets High Dividend Fund (DEM) is one highly touted example of this segment. DEM contains over 300 stocks of emerging market nations that are selected based on their above-average dividend yields.
Notable statistics for DEM include its 4.48% yield, $1.58 billion in assets under management, and highly diversified stock selection across multiple market cap segments. The WisdomTree Emerging Markets High Dividend Fund (DEM) is one highly touted example of this segment. DEM contains over 300 stocks of emerging market nations that are selected based on their above-average dividend yields.
DEM contains over 300 stocks of emerging market nations that are selected based on their above-average dividend yields. The WisdomTree Emerging Markets High Dividend Fund (DEM) is one highly touted example of this segment. Notable statistics for DEM include its 4.48% yield, $1.58 billion in assets under management, and highly diversified stock selection across multiple market cap segments.
The reasoning behind that tepid valuation metric is clear when viewing the 5-year performance history of DEM versus DVY. The WisdomTree Emerging Markets High Dividend Fund (DEM) is one highly touted example of this segment. DEM contains over 300 stocks of emerging market nations that are selected based on their above-average dividend yields.
08ebdc83-6703-4c36-a30f-ad57fab54723
727142.0
2016-10-26 00:00:00 UTC
3 Key Takeaways For Investors From Schwab's Impact Conference
DEM
https://www.nasdaq.com/articles/3-key-takeaways-investors-schwabs-impact-conference-2016-10-26
nan
nan
The 26th annual Schwab Impact conference kicked off at the San Diego Convention Center on Monday, spotlighting investing themes for 2017 and the strategies without which investment advisors risk being left behind. Here are some key take-aways from the event, which drew roughly 4,000 attendees and concludes Thursday: Stock Market Outlook Earnings will grow in 2017, likely in the single digits and almost certainly not in the double-digit numbers that are being bandied about as corporate profits turn around, Jeffrey Kleintop, chief global investment strategist at Charles Schwab , said in Monday's keynote speech. The political rhetoric surrounding the November presidential election has some investors worrying about the multinationals in their stock portfolios, but Kleintop called the fears overdone. "The death of free trade has been greatly overstated," he said, describing any pullback in multinational stocks as a potential buying opportunity. It is especially reassuring to him that earnings growth across sectors globally looks fairly balanced, with no bubble in any one segment. Investors wondering where exactly to put their money to work internationally should consider Canada - "one big levered energy ETF" -- as well as Japan - "one big financial ETF," Kleintop said. While Canada's biggest sector is financials, not energy, the banks are big lenders to the nation's massive natural resources industry and tend to track oil prices too, he explained. Meanwhile, Japan's stock market tends to tracks banks even though consumer discretionary is its biggest sector. A steeper yield curve may help to lift the Japanese stock market, an underperformer so far in 2016, Kleintop said. ETFs that offer exposure to multinationals include the S&P 500 trackers such as Vanguard 500 ( VOO ), as well as the more international First Trust Dow Jones Global Select Dividend ( FGD ). IShares MSCI Canada ( EWC ) and iShares MSCI Japan ( EWJ ) are among the most popular ETFs to target the respective countries. Another Leg Up? For U.S. stocks to break out of their range, earnings have to improve, especially for the large U.S. multinationals, one investing strategist told IBD on the sidelines of the Impact event. IBD's TAKE:For a quick look at how high your stocks' earnings rate, run them through Stock Checkup. "I expect one more leg up" for the stock market , said Luciano Siracusano, WisdomTree's chief investment strategist. He believes that a move higher will require some fiscal stimulus too, in the form of infrastructure spending or tax reforms to spur the repatriation of corporate money stashed abroad. "That's the kind of thing companies would likely use for stock buybacks and raising dividends, which would be another catalyst" for the stock market, he said. The earnings contraction is starting to bottom out in emerging markets (EM) as well as in the U.S., according to Siracusano. Many countries in this asset class are commodity driven and have benefited from this year's oil rally. Siracusano sees little reason to favor one single EM market over another right now. ETFs offering broadly diversified exposure to emerging markets include WisdomTree Emerging Markets High Dividend ( DEM ), which yields 4.90%. If rates head higher in 2017, as they seem likely to do, currency hedging could be hot again after a long hiatus, according to Siracusano. Currency hedged ETFs tend to outperform nonhedged peers when the local currency slides against the greenback. Rate hikes would strengthen the U.S. dollar and further weaken the yen, for example, benefiting Japan's export-heavy markets. Japan stock ETFs have already rallied strongly since July 8, as the yield on U.S. 10-Year Treasury notes started to move back up and the Japanese currency weakened. Amid those shifts, WisdomTree Japan Hedged Equity Fund (DXJ) edged out its unhedged rival EWJ with a 10.8% gain in the third quarter. Domestically, a tactical tilt toward the economically sensitive technology and financial sectors could pay off if rates were to rise. Siracusano advised investors to focus on quality companies in these areas. "You want to be conscious of the creditworthiness of companies" at this late stage of the market cycle, he said. WisdomTree U.S. Quality Dividend Growth (DGRW) is an ETF investing in companies with high earnings expectations and has a roughly 20% portfolio stake in the technology sector. Its top three holdings are Coca-Cola (KO), Microsoft (MSFT) and Apple (AAPL). Finding Differentiation In breakout education sessions, audience members discussed the outlook for advisory services, cybersecurity standards and the millennial opportunity, among other topics. The commodification of investment management by ETF-based roboadvisors and asset managers, such as Betterment and Schwab's subsidiary Windhaven, came under special scrutiny. Some panelists said the trend was forcing the advisor industry toward being more planning-centric. One Schwab expert pointed out that successful financial advisors have evolved with the marketplace over the past 20 years - initially from a role that involved pure investment management to wealth management, and now to what is described as lifestyle management. Financial advisors have to find ways to differentiate themselves as competitors encroach upon the value they provide to investors, said Jon Beatty, Schwab's senior vice president of advisor services. "This is a profession that's on the move," he added, describing "lifestyle management" as an umbrella term for new services such as generational wealth transfer, executive relocation and retirement downsizing. RELATED: Latest News On ETFs On The Move The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
ETFs offering broadly diversified exposure to emerging markets include WisdomTree Emerging Markets High Dividend ( DEM ), which yields 4.90%. Here are some key take-aways from the event, which drew roughly 4,000 attendees and concludes Thursday: Stock Market Outlook Earnings will grow in 2017, likely in the single digits and almost certainly not in the double-digit numbers that are being bandied about as corporate profits turn around, Jeffrey Kleintop, chief global investment strategist at Charles Schwab , said in Monday's keynote speech. While Canada's biggest sector is financials, not energy, the banks are big lenders to the nation's massive natural resources industry and tend to track oil prices too, he explained.
ETFs offering broadly diversified exposure to emerging markets include WisdomTree Emerging Markets High Dividend ( DEM ), which yields 4.90%. Investors wondering where exactly to put their money to work internationally should consider Canada - "one big levered energy ETF" -- as well as Japan - "one big financial ETF," Kleintop said. WisdomTree U.S. Quality Dividend Growth (DGRW) is an ETF investing in companies with high earnings expectations and has a roughly 20% portfolio stake in the technology sector.
ETFs offering broadly diversified exposure to emerging markets include WisdomTree Emerging Markets High Dividend ( DEM ), which yields 4.90%. Here are some key take-aways from the event, which drew roughly 4,000 attendees and concludes Thursday: Stock Market Outlook Earnings will grow in 2017, likely in the single digits and almost certainly not in the double-digit numbers that are being bandied about as corporate profits turn around, Jeffrey Kleintop, chief global investment strategist at Charles Schwab , said in Monday's keynote speech. "I expect one more leg up" for the stock market , said Luciano Siracusano, WisdomTree's chief investment strategist.
ETFs offering broadly diversified exposure to emerging markets include WisdomTree Emerging Markets High Dividend ( DEM ), which yields 4.90%. "I expect one more leg up" for the stock market , said Luciano Siracusano, WisdomTree's chief investment strategist. Japan stock ETFs have already rallied strongly since July 8, as the yield on U.S. 10-Year Treasury notes started to move back up and the Japanese currency weakened.
93f4b189-68f2-484b-add3-e7bbfaa59615
727143.0
2016-10-04 00:00:00 UTC
Vail Resorts, Inc. (MTN) Ex-Dividend Date Scheduled for October 05, 2016
DEM
https://www.nasdaq.com/articles/vail-resorts-inc-mtn-ex-dividend-date-scheduled-october-05-2016-2016-10-04
nan
nan
Vail Resorts, Inc. ( MTN ) will begin trading ex-dividend on October 05, 2016. A cash dividend payment of $0.81 per share is scheduled to be paid on October 25, 2016. Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 3rd quarter that MTN has paid the same dividend. At the current stock price of $156.85, the dividend yield is 2.07%. The previous trading day's last sale of MTN was $156.85, representing a -3.74% decrease from the 52 week high of $162.95 and a 52.02% increase over the 52 week low of $103.18. MTN is a part of the Consumer Services sector, which includes companies such as Live Nation Entertainment, Inc. ( LYV ) and Six Flags Entertainment Corporation New ( SIX ). MTN's current earnings per share, an indicator of a company's profitability, is $3.94. Zacks Investment Research reports MTN's forecasted earnings growth in 2017 as 27.47%, compared to an industry average of 9.4%. For more information on the declaration, record and payment dates, visit the MTN Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today. Interested in gaining exposure to MTN through an Exchange Traded Fund [ETF]? The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ) VanEck Vectors-Africa Index ETF ( AFK ) iShares Emerging Markets Dividend Index Fund Exchange Traded F ( DVYE ). The top-performing ETF of this group is EMCG with an increase of 32.27% over the last 100 days. EZA has the highest percent weighting of MTN at 4.88%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ) VanEck Vectors-Africa Index ETF ( AFK ) iShares Emerging Markets Dividend Index Fund Exchange Traded F ( DVYE ). Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. Zacks Investment Research reports MTN's forecasted earnings growth in 2017 as 27.47%, compared to an industry average of 9.4%.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ) VanEck Vectors-Africa Index ETF ( AFK ) iShares Emerging Markets Dividend Index Fund Exchange Traded F ( DVYE ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ) VanEck Vectors-Africa Index ETF ( AFK ) iShares Emerging Markets Dividend Index Fund Exchange Traded F ( DVYE ). Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the MTN Dividend History page.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ) VanEck Vectors-Africa Index ETF ( AFK ) iShares Emerging Markets Dividend Index Fund Exchange Traded F ( DVYE ). A cash dividend payment of $0.81 per share is scheduled to be paid on October 25, 2016. Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment.
a9aa50c2-ea54-47ed-94e2-7fa6fc5561da
727144.0
2016-09-12 00:00:00 UTC
4 Emerging Markets ETFs Gain Traction on High Inflows
DEM
https://www.nasdaq.com/articles/4-emerging-markets-etfs-gain-traction-on-high-inflows-2016-09-12
nan
nan
Emerging markets have been hogging the limelight lately, courtesy of the $5.1 billion worth of cash inflows over the seven-weeks ended August 17 (per EPFR ). Much of the surge in inflows can be attributed to lackluster prospects in developed economies which are leaving investors with little option but to look for growth elsewhere. Emerging Markets See Rising Inflows Emerging markets have been attractive for investors willing to take risks. The MSCI Emerging Markets Index was up 12.21 % year to date as on September 2, with majority of gains in the last three months. The emerging markets PMI data at 51.7 for July is also a significant improvement. After April 2013, this is the first time that the figure compared favorably with the PMI data for developed countries. The composite PMI for the four major emerging economies, Brazil, Russia, India and China, was 53.5 in July, indicating the largest expansion since the beginning of 2013. As per Bloomberg , stocks of emerging markets are headed toward a 13-month high, buoyed by the strengthening of currencies. The MSCI Emerging Markets Currency Index increased for the third consecutive day on September 5. As expectations for a Fed rate hike this year declined, US dollar's rally petered out, leading to a rebound in EM currencies.Two of the largest global investors, Pimco and BlackRock, have also announced a positive outlook for the emerging markets. Developed Markets Lose Appeal While the emerging markets have their own appeal, it is not the only reason for the capital inflows. Political & monetary policy uncertainty, negative interest rates and rising terror attacks have also acted as deterrents to investors in developed economies. The biggest surprise in the last few months was the results regarding the Brexit vote. Although UK's economy fared relatively well in the second quarter of 2016, the period post Brexit in the time-frame was small. As per Markit , a survey of the first two months of the third quarter show a composite PMI of 50.3, rebounding from the 53.2 recorded in August. Moreover, economic expansion is expected to be slower at 0.1% as compared to 0.6% in the second quarter. The uncertainties prevent large scale investment in such markets. Recently, the August jobs report for the U.S. lagged expectations as unemployment remained at 4.9 % for the third consecutive month. The release has deferred chances of a rate hike until December, further encouraging investments in emerging markets. Meanwhile, in Japan, growth opportunities and inflation remain low. Despite the government's repeated efforts, the central banks inflation target of 2% is pretty high. The GDP of the economy grew at 0.2 % for the second quarter, much below expectations, while the consumer price index dropped for the fifth consecutive month by 0.5 % in July. Let's take a look at some ETFs that provide diversified exposure to surging emerging market equities. ETFs in Focus There are a number of ETFs focused on emerging markets, with a few confined to particular countries. However, we have selected a few funds that have balanced exposure to a number of emerging markets. Vanguard FTSE Emerging Markets ETF ( VWO ) It is the largest emerging market fund with $42.65 billion worth assets under management and a broad-based exposure to developing economies. While the fund is an attractive investment choice for the short as well as long term, it is generally preferred by long-term investors. The fund has 18.36% of the weight in its top 10 holdings, which are primarily in Asia, and an expense ratio of 0.15%. Year to date (as of September 2) the fund has provided a return of 17.46%. iShares MSCI Emerging Markets ETF ( EEM ) This fund is one of the most popular and oldest funds with $31.10 billion worth assets under management. While the fund is well-balanced and is equally preferred in the short as well as long term, it is heavier on the pocket than the Vanguard EM ETF that is linked to the same index with an expense ratio of 0.69%. However, this fund has an active options market unlike Vanguard. The fund's total weight in its top 10 holdings is 21.97%. It has returned 17.13% year to date (as of September 2). iShares MSCI Emerging Markets Minimum Volatility ETF ( EEMV ) This fund primarily comprises stocks of fast growing economies that have exhibited low volatility when compared to the broader market. It has $4.43 billion worth of assets under management with a total weight of 13.94% in its top 10 holdings and a net expense ratio of 0.25%. Year to date (as on September 2), the fund has provided a return of 12.5%. WisdomTree Emerging Markets High Dividend Fund ( DEM ) This fund, with $1.58 billion worth assets under management, provides investors with an exposure to stocks yielding high dividends in emerging markets. The fund has an expense ratio of 0.63% and a total weight of 26.59% in its top 10 holdings. Year to date (as on September 2), the fund has returned 21.68%. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets High Dividend Fund ( DEM ) This fund, with $1.58 billion worth assets under management, provides investors with an exposure to stocks yielding high dividends in emerging markets. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. As expectations for a Fed rate hike this year declined, US dollar's rally petered out, leading to a rebound in EM currencies.Two of the largest global investors, Pimco and BlackRock, have also announced a positive outlook for the emerging markets.
WisdomTree Emerging Markets High Dividend Fund ( DEM ) This fund, with $1.58 billion worth assets under management, provides investors with an exposure to stocks yielding high dividends in emerging markets. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. Vanguard FTSE Emerging Markets ETF ( VWO ) It is the largest emerging market fund with $42.65 billion worth assets under management and a broad-based exposure to developing economies.
WisdomTree Emerging Markets High Dividend Fund ( DEM ) This fund, with $1.58 billion worth assets under management, provides investors with an exposure to stocks yielding high dividends in emerging markets. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. Vanguard FTSE Emerging Markets ETF ( VWO ) It is the largest emerging market fund with $42.65 billion worth assets under management and a broad-based exposure to developing economies.
WisdomTree Emerging Markets High Dividend Fund ( DEM ) This fund, with $1.58 billion worth assets under management, provides investors with an exposure to stocks yielding high dividends in emerging markets. Click to get this free report VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. The MSCI Emerging Markets Currency Index increased for the third consecutive day on September 5.
fe69f616-4d4e-4da3-984c-fe2a2da44edb
727145.0
2016-09-08 00:00:00 UTC
5 Undervalued ETFs for Dividend Lovers
DEM
https://www.nasdaq.com/articles/5-undervalued-etfs-dividend-lovers-2016-09-08
nan
nan
Dividend investing is among the investing themes that are on a tear this year amid piles of uncertainty. Wall Street saw the worst start ever to a year in 2016 and recovered modestly thereafter. But it is yet to regain its mojo fully though key U.S. indices hit several highs at the start of Q3 (read : 7 Top Market-Beating Dividend ETFs to Buy Now ). Overall, China-ledglobal marketcrisis, upheaval in oil prices , uneven growth momentum in the U.S., the Brexit, and deflationary fears in Japan and the Euro zone have kept high risk securities on the edge this year, except some occasional relief rallies. For obvious reasons, a drive to safety boosted demand for U.S. treasuries this year, bringing down the benchmark 10-year U.S. Treasury bond yields to record lows in July . Though the U.S. economy offered positive cues recently with some upbeat data points and stoked speculation of a rate hike in the upcoming September FOMC meeting, lackluster job, ISM manufacturing and service sector data for the month of August poured cold water on the rate hike talks. With this, the benchmark 10-year U.S. Treasury yield slipped to 1.54% on September 7, 2016 from 2.24% at the beginning of the year. Hunt for Dividend Yield, But Dividend ETFs Overvalued? No wonder, such a low dividend yield would spur investors to rush to dividend destinations. But after an astounding year-to-date rally, most of the dividend ETFs appear overvalued now. If this was not enough, Fed chief Janet Yellen indicated a few months ago that U.S. stocks are pricey (read: Low P/E High Dividend ETFs to Wait Out Yellen & Brexit ). The Fed noted then that "forward price-to-earnings ratios for equities have increased to a level well above their median of the past three decades." And Yellen also indicated that a prolonged low-rate environment has inflated asset prices. Not only the Fed, many analysts lately expressed overvaluation fears. Lukewarm U.S. economic growth, still-subdued corporate earnings, global growth issues, no promise of any sustained revival in the oil patch, and the upcoming presidential election in the U.S. definitely raise apprehension over the longevity of the market ascent (read: Believe in George Soros? Short S&P 500 with These ETFs ). Low P/E Dividend ETFs to Play? Against this backdrop, only dividend can safeguard one's portfolio in bear market movements and ensure steady income in a low yield backdrop. Beyond the border, the wave of easy money polices, be it in Europe or Asia, has also brightened the appeal for dividend investing. But it will be intriguing to play undervalued dividend ETFs, which have low P/E ratios, for future trading. The perception is that the lower the P/E, the higher is the value of the fund. This conclusion is drawn on the simple logic that a security's current market price does not justify its underlying potential and therefore leaves room for upside. ETFs in Focus Below we highlight five dividend ETFs that have P/E less than SPDR S&P 500 ETF SPY (which is 16.23 times). SPDR S&P 500 High Dividend ETF SPYD : P/E - 15.4x; Yield - 2.70% The fund looks to track the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. WisdomTree Emerging Markets High Dividend ETF DEM : P/E - 10.5x; Yield - 4.10% With the odds of a September Fed rate hike looking bleak following the latest downbeat U.S. economic data, emerging market ETFs are likely to gain. Chances of a few more months of cheap dollar inflows should benefit the fund. Moreover, even if the fund ends up seeing capital losses, a 4.1% yield would make up for that losses to a large extent (read: Time for These EM Dividend ETFs? ) WisdomTree International Small Cap Dividend ETF DLS : P/E - 12.6x; Yield - 2.94% Several developed economies and a few emerging countries are opting for monetary easing currently to boost their economies. And since small caps better reflect domestic economies, DLS can be an intriguing pick (read: Time to Buy International Small-Cap Dividend ETFs? ). PowerShares International Dividend Achievers ETF PID : P/E - 13.8x; Yield - 3.75% This international fund gives exposure to stocks with successive years of dividend growth. Canada (29.8%) and U.K. (23.3%) are top countries of the fund. WisdomTree Asia Pacific ex-Japan Fund AXJL : P/E - 12.6x; Yield - 3.13% The fund looks to track the performance of dividend paying companies in the Asia Pacific ex-Japan region. Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports WISDMTR-INT SCF (DLS): ETF Research Reports PWRSH-INTL DVD (PID): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
For obvious reasons, a drive to safety boosted demand for U.S. treasuries this year, bringing down the benchmark 10-year U.S. Treasury bond yields to record lows in July . WisdomTree Emerging Markets High Dividend ETF DEM : P/E - 10.5x; Yield - 4.10% With the odds of a September Fed rate hike looking bleak following the latest downbeat U.S. economic data, emerging market ETFs are likely to gain. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports WISDMTR-INT SCF (DLS): ETF Research Reports PWRSH-INTL DVD (PID): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports To read this article on Zacks.com click here.
WisdomTree Emerging Markets High Dividend ETF DEM : P/E - 10.5x; Yield - 4.10% With the odds of a September Fed rate hike looking bleak following the latest downbeat U.S. economic data, emerging market ETFs are likely to gain. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports WISDMTR-INT SCF (DLS): ETF Research Reports PWRSH-INTL DVD (PID): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports To read this article on Zacks.com click here. For obvious reasons, a drive to safety boosted demand for U.S. treasuries this year, bringing down the benchmark 10-year U.S. Treasury bond yields to record lows in July .
WisdomTree Emerging Markets High Dividend ETF DEM : P/E - 10.5x; Yield - 4.10% With the odds of a September Fed rate hike looking bleak following the latest downbeat U.S. economic data, emerging market ETFs are likely to gain. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports WISDMTR-INT SCF (DLS): ETF Research Reports PWRSH-INTL DVD (PID): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports To read this article on Zacks.com click here. For obvious reasons, a drive to safety boosted demand for U.S. treasuries this year, bringing down the benchmark 10-year U.S. Treasury bond yields to record lows in July .
For obvious reasons, a drive to safety boosted demand for U.S. treasuries this year, bringing down the benchmark 10-year U.S. Treasury bond yields to record lows in July . WisdomTree Emerging Markets High Dividend ETF DEM : P/E - 10.5x; Yield - 4.10% With the odds of a September Fed rate hike looking bleak following the latest downbeat U.S. economic data, emerging market ETFs are likely to gain. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP500 HD (SPYD): ETF Research Reports WISDMTR-INT SCF (DLS): ETF Research Reports PWRSH-INTL DVD (PID): ETF Research Reports WISDMTR-AP-JPN (AXJL): ETF Research Reports To read this article on Zacks.com click here.
c453c6f9-4cdd-49ed-9e8e-04ab7e8e93a4
727146.0
2016-09-08 00:00:00 UTC
A New Low Volatility, High Dividend EM ETF On the Way
DEM
https://www.nasdaq.com/articles/new-low-volatility-high-dividend-em-etf-way-2016-09-08
nan
nan
Legg Mason is set to spread its "Low Volatility High Dividend" theme in every corner of the ETF world. Following the success of its U.S.-oriented fund Legg Mason Low Volatility High Dividend ETF LVHD , the issuer rolled out Legg Mason International Low Volatility High Dividend ETFLVHI) to capture the market outside the U.S. And now, it is priming for a more-targeted exposure to emerging markets by filing for Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) . Let's delve a little deeper into the proposed fund: Inside LVHE The fund looks to track an index which consists of emerging markets' stocks with relatively high yield and low price and earnings volatility. Also, the fund alleviates the impact of fluctuations between the value of the U.S. dollar and currencies in which the fund's securities are denominated, as per the filing . The fund charges 50 bps in fees. As initially constituted and balanced, no stock of the underlying index will receive more than 2.5% of the basket and no specific sector will have over 25% of the index. A particular country will not get more than 15% focus while real estate investment trust ("REIT") components will not exceed 15% of the underlying index. How Does It Fit in a Portfolio? Emerging market equities have been seeing a stellar run this year on a host of reasons. No fresh rate hike so far this year after the liftoff in December 2015, the hunt for regular current income amid rock-bottom levels of yield and relatively higher growth rates have made this astounding run possible. The ultra-popular iShares MSCI Emerging Markets ETF EEM is up 16.2% (as of September 2, 2016). Economy-specific issues are much well-controlled in the bloc lately. In fact, several emerging economies have been resorting to policy easing via interest rate cuts or by offering some other accommodative measures in order to boost growth (read: 5 Reasons Why Emerging Market ETFs Are Still a Buy ). With the August job data coming in weaker than expected, the possibility of a sooner-than-expected Fed rate hike waned. This in turn made further room for emerging market investing. However, after a rally, many funds may now face overvaluation concerns. Also, with growth issues especially in the developed market, volatility levels will likely remain high in the marketplace (read: 4 Safe Ways to Invest in Emerging Market ETFs ). Plus, several emerging markets are commodity-rich. These markets are highly vulnerable to heightened volatility in the oil patch. All these issues explain why this low volatile and high dividend emerging market ETF will suit investors' portfolio, going forward. Will It Succeed? The emerging market space is literally jam-packed with products. Within this pack, ETFs including iShares MSCI Emerging Markets Minimum Volatility ETFEEMV , WisdomTree Emerging Markets High Dividend FundDEM , SPDR S&P Emerging Markets Dividend ETFEDIV , PowerShares S&P Emerging Markets Low Volatility Portfolio ETFEELV , Wisdom Tree Emerging Markets Quality Dividend Growth FundDGRE and EGShares EM Quality Dividend ETFHILO may pose competition to the newly filed fund ( see all emerging market ETFs here). The above-said funds hover around more-or-less the same theme. However, LVHE covers all three necessities related to emerging market investing - low volatility, high dividend and protection against currency translation. This three-in-one combination may help LVHE to garner investors' assets and wait out steep competition, if it gets an approval. Want key ETF info delivered straight to your inbox? Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing ETFs, each week. Get it free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ISHARS-EMG MKT (EEM): ETF Research Reports LM-LO VOL HIDIV (LVHD): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISTR-EM QD (DGRE): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports LM-INT LV HD (LVHI): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Within this pack, ETFs including iShares MSCI Emerging Markets Minimum Volatility ETFEEMV , WisdomTree Emerging Markets High Dividend FundDEM , SPDR S&P Emerging Markets Dividend ETFEDIV , PowerShares S&P Emerging Markets Low Volatility Portfolio ETFEELV , Wisdom Tree Emerging Markets Quality Dividend Growth FundDGRE and EGShares EM Quality Dividend ETFHILO may pose competition to the newly filed fund ( see all emerging market ETFs here). Click to get this free report ISHARS-EMG MKT (EEM): ETF Research Reports LM-LO VOL HIDIV (LVHD): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISTR-EM QD (DGRE): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports LM-INT LV HD (LVHI): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports To read this article on Zacks.com click here. Legg Mason is set to spread its "Low Volatility High Dividend" theme in every corner of the ETF world.
Within this pack, ETFs including iShares MSCI Emerging Markets Minimum Volatility ETFEEMV , WisdomTree Emerging Markets High Dividend FundDEM , SPDR S&P Emerging Markets Dividend ETFEDIV , PowerShares S&P Emerging Markets Low Volatility Portfolio ETFEELV , Wisdom Tree Emerging Markets Quality Dividend Growth FundDGRE and EGShares EM Quality Dividend ETFHILO may pose competition to the newly filed fund ( see all emerging market ETFs here). Click to get this free report ISHARS-EMG MKT (EEM): ETF Research Reports LM-LO VOL HIDIV (LVHD): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISTR-EM QD (DGRE): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports LM-INT LV HD (LVHI): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports To read this article on Zacks.com click here. Following the success of its U.S.-oriented fund Legg Mason Low Volatility High Dividend ETF LVHD , the issuer rolled out Legg Mason International Low Volatility High Dividend ETFLVHI) to capture the market outside the U.S. And now, it is priming for a more-targeted exposure to emerging markets by filing for Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) .
Within this pack, ETFs including iShares MSCI Emerging Markets Minimum Volatility ETFEEMV , WisdomTree Emerging Markets High Dividend FundDEM , SPDR S&P Emerging Markets Dividend ETFEDIV , PowerShares S&P Emerging Markets Low Volatility Portfolio ETFEELV , Wisdom Tree Emerging Markets Quality Dividend Growth FundDGRE and EGShares EM Quality Dividend ETFHILO may pose competition to the newly filed fund ( see all emerging market ETFs here). Click to get this free report ISHARS-EMG MKT (EEM): ETF Research Reports LM-LO VOL HIDIV (LVHD): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISTR-EM QD (DGRE): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports LM-INT LV HD (LVHI): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports To read this article on Zacks.com click here. Following the success of its U.S.-oriented fund Legg Mason Low Volatility High Dividend ETF LVHD , the issuer rolled out Legg Mason International Low Volatility High Dividend ETFLVHI) to capture the market outside the U.S. And now, it is priming for a more-targeted exposure to emerging markets by filing for Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) .
Within this pack, ETFs including iShares MSCI Emerging Markets Minimum Volatility ETFEEMV , WisdomTree Emerging Markets High Dividend FundDEM , SPDR S&P Emerging Markets Dividend ETFEDIV , PowerShares S&P Emerging Markets Low Volatility Portfolio ETFEELV , Wisdom Tree Emerging Markets Quality Dividend Growth FundDGRE and EGShares EM Quality Dividend ETFHILO may pose competition to the newly filed fund ( see all emerging market ETFs here). Click to get this free report ISHARS-EMG MKT (EEM): ETF Research Reports LM-LO VOL HIDIV (LVHD): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports WISTR-EM QD (DGRE): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports LM-INT LV HD (LVHI): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports To read this article on Zacks.com click here. Also, with growth issues especially in the developed market, volatility levels will likely remain high in the marketplace (read: 4 Safe Ways to Invest in Emerging Market ETFs ).
4657833c-2ca2-4af8-b382-e7d4600f838d
727147.0
2016-07-20 00:00:00 UTC
Another Cambria Shareholder Yield ETF on Emerging Markets
DEM
https://www.nasdaq.com/articles/another-cambria-shareholder-yield-etf-emerging-markets-2016-07-20
nan
nan
One of the most eye-catching investing theme these days is yield strategy. This is especially true as the low interest rate environment in the developed world is driving many investors to dividend stocks for income. Also, the stock market upheaval in the wake of global growth issues and geo-political risks is leading investors to seek safety in the yield strategy. Probably, this is why, Cambria recently rolled out Cambria Emerging Shareholder Yield ETF EYLD . Prior to this, the issuer had launched two products on this theme, namely Cambria Shareholder Yield ETFSYLD and Cambria Foreign Shareholder Yield ETFFYLD . EYLD in Focus The fund looks to track the price and yield performance of the Cambria Emerging Shareholder Yield Index. The index consists of about 100 companies that have strong characteristics for returning free cash flow to shareholders, both in the form of dividend payments and net stock repurchases. Stocks that paid down debt on balance sheets and attained low financial leverage also got into the fund. The product looks to charge investors 69 basis points a year in fees for exposure. With 95 stocks in total in its portfolio, the fund has the highest weight (about 6.937%) in cash holdings while no stock accounts for more than 1.147% of the basket. As of July 14, 2016, South Korea and China are the top two countries with about 21% and 20% weight. Taiwan (16%) and South Africa (12%) also get double-digit exposure each. Technology (20%), Financials (18%), Energy (17%) and Consumer Discretionary (15%) are the top four sectors in which the fund is invested in. How Does it Fit in a Portfolio? As per Cambria research , free cash flow is the key determinant of a company's financial wellbeing. While dividend is the most popular and important factor for the shareholders' value enhancement, it fails to embrace the other key aspects like debt reduction and share buyback. Thus, nothing could be better than tapping the three quality factors together to gain exposure to a strong company. So, this fund could be a solid pick for investors seeking broad exposure to emerging markets with a focus on yield. In any case, emerging market securities are in great shape this year. But since the emerging market (EM) category is usually guilty of heightened volatility, a look at the complete spectrum of higher shareholder yield may prove beneficial for investors eyeing EM investing (read: EM ETFs Had a Seven-Year Best 1H: Will the Surge Last? ). Competition First, the emerging market ETF space is jam-packed. In terms of products out there in the emerging market yield space, the newly launched fund may face competition from the likes of WisdomTree Emerging Markets High Dividend Fund DEM , iShares Emerging Markets Dividend ETF DVYE , SPDR S&P Emerging Markets Dividend ETF EDIV) and SuperDividend Emerging Markets ETF SDEM , each of which yield in the range of 3−6% (read: Time for These EM Dividend ETFs? ). So, the new fund probably needs to offer investors a sizable current income to garner considerable assets. Investors should also note that there are buyback-based ETFs as well including PowerShares Buyback Achievers ( PKW ) and Wilshire Buyback ETFTTFS , operating almost on the shareholder value maximization strategy. Another fund TrimTabs International Free-Cash-Flow ETF (FCFI) also runs on a similar concept (read: New Float Shrink ETF on the Horizon from TrimTabs? ). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CAMBRIA-FRN SHR (FYLD): ETF Research Reports TRIMTB-FLT SHRK (TTFS): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports GLBL-X SPRDV EM (SDEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PWRSH-BYBK ACHV (PKW): ETF Research Reports CAMBRIA-EMG SY (EYLD): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports CAMBRIA SH YLD (SYLD): ETF Research Reports To read this article on Zacks.com click here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In terms of products out there in the emerging market yield space, the newly launched fund may face competition from the likes of WisdomTree Emerging Markets High Dividend Fund DEM , iShares Emerging Markets Dividend ETF DVYE , SPDR S&P Emerging Markets Dividend ETF EDIV) and SuperDividend Emerging Markets ETF SDEM , each of which yield in the range of 3−6% (read: Time for These EM Dividend ETFs? Click to get this free report CAMBRIA-FRN SHR (FYLD): ETF Research Reports TRIMTB-FLT SHRK (TTFS): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports GLBL-X SPRDV EM (SDEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PWRSH-BYBK ACHV (PKW): ETF Research Reports CAMBRIA-EMG SY (EYLD): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports CAMBRIA SH YLD (SYLD): ETF Research Reports To read this article on Zacks.com click here. Also, the stock market upheaval in the wake of global growth issues and geo-political risks is leading investors to seek safety in the yield strategy.
In terms of products out there in the emerging market yield space, the newly launched fund may face competition from the likes of WisdomTree Emerging Markets High Dividend Fund DEM , iShares Emerging Markets Dividend ETF DVYE , SPDR S&P Emerging Markets Dividend ETF EDIV) and SuperDividend Emerging Markets ETF SDEM , each of which yield in the range of 3−6% (read: Time for These EM Dividend ETFs? Click to get this free report CAMBRIA-FRN SHR (FYLD): ETF Research Reports TRIMTB-FLT SHRK (TTFS): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports GLBL-X SPRDV EM (SDEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PWRSH-BYBK ACHV (PKW): ETF Research Reports CAMBRIA-EMG SY (EYLD): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports CAMBRIA SH YLD (SYLD): ETF Research Reports To read this article on Zacks.com click here. But since the emerging market (EM) category is usually guilty of heightened volatility, a look at the complete spectrum of higher shareholder yield may prove beneficial for investors eyeing EM investing (read: EM ETFs Had a Seven-Year Best 1H: Will the Surge Last?
In terms of products out there in the emerging market yield space, the newly launched fund may face competition from the likes of WisdomTree Emerging Markets High Dividend Fund DEM , iShares Emerging Markets Dividend ETF DVYE , SPDR S&P Emerging Markets Dividend ETF EDIV) and SuperDividend Emerging Markets ETF SDEM , each of which yield in the range of 3−6% (read: Time for These EM Dividend ETFs? Click to get this free report CAMBRIA-FRN SHR (FYLD): ETF Research Reports TRIMTB-FLT SHRK (TTFS): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports GLBL-X SPRDV EM (SDEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PWRSH-BYBK ACHV (PKW): ETF Research Reports CAMBRIA-EMG SY (EYLD): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports CAMBRIA SH YLD (SYLD): ETF Research Reports To read this article on Zacks.com click here. But since the emerging market (EM) category is usually guilty of heightened volatility, a look at the complete spectrum of higher shareholder yield may prove beneficial for investors eyeing EM investing (read: EM ETFs Had a Seven-Year Best 1H: Will the Surge Last?
In terms of products out there in the emerging market yield space, the newly launched fund may face competition from the likes of WisdomTree Emerging Markets High Dividend Fund DEM , iShares Emerging Markets Dividend ETF DVYE , SPDR S&P Emerging Markets Dividend ETF EDIV) and SuperDividend Emerging Markets ETF SDEM , each of which yield in the range of 3−6% (read: Time for These EM Dividend ETFs? Click to get this free report CAMBRIA-FRN SHR (FYLD): ETF Research Reports TRIMTB-FLT SHRK (TTFS): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports GLBL-X SPRDV EM (SDEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports PWRSH-BYBK ACHV (PKW): ETF Research Reports CAMBRIA-EMG SY (EYLD): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports CAMBRIA SH YLD (SYLD): ETF Research Reports To read this article on Zacks.com click here. With 95 stocks in total in its portfolio, the fund has the highest weight (about 6.937%) in cash holdings while no stock accounts for more than 1.147% of the basket.
ae5cc7cc-5c28-4307-8a09-95629c2db51b
727148.0
2016-06-17 00:00:00 UTC
Time for These EM Dividend ETFs?
DEM
https://www.nasdaq.com/articles/time-for-these-em-dividend-etfs-2016-06-17
nan
nan
Now that the Fed has kept it rate unchanged and gave hints of a slower rate hike trajectory going forward, the coast became clear for the emerging market (EM) ETFs. The assurance of a few more days of cheap dollar inflows should keep the emerging market securities in fine fettle. This is especially true for the high-dividend paying EM equities. Investors should note that the yield on 10-year U.S. Treasury bonds have now fallen to the August 2012 level as fears over Britain's possible exit from the European Union, its ripples in the global investing and concerns over the health of the U.S. labor market continue to push investors towards safe haven assets (read: High Quality Dividend Stocks & ETFs for Uncertain Markets ). This plunge in yield increased the hunger for regular source of current income among investors. As foreign investors normally park their money in the riskier emerging market bloc for higher yields, the present scenario calls for a winning combination for the EM dividend equities or ETFs. Scope for Capital Appreciation? Though most of the research houses are apprehensive of slowing emerging market growth and its shockwaves on the other parts of the globe, investors should note that a dovish Fed may fuel an EM rally, at least for the near term. One of the reasons behind this is a likely soggy greenback which in turn will cushion the emerging market currencies. The strengthening exchange rates of EM nations against the U.S. dollar should lead to an uptrend in EM equities. Moreover, most of the emerging markets are commodity-centric. While the commodity market saw enough of bear days previously, the year 2016 has opened a page for its outperformance (read: Commodities Enter Bull Market: 6 ETF Winners ). A muted dollar, as indicated by about 4.5% year-to-date losses in PowerShares DB US Dollar Bullish ETF UUP (as of June 16, 2016), has boosted the appeal for broad-based commodity investing and therefore the commodity-rich emerging markets have benefited. With the same investing sentiments likely to remain in place in the near term, emerging markets may offer some more capital gains too. Why to Tap High Dividend Choices? In the worst case scenario, even if EM equities' ETFs end up recording capital losses, a high dividend payment would make up for that loss to some extent. We thus highlight a few EM dividend ETFs which could be in focus in the days to come (read: 4 Emerging Markets Bond ETFs on the Radar Now ). WisdomTree Emerging Markets Equity Income Fund (DEM) With a total of 318 securities in its basket, the product is widely spread across individual securities with no firm accounting for more than 4.41% of the basket. The fund is heavy on financials, closely followed by energy, telecommunication services and materials. In terms of country allocations, Taiwan is at the top (23.48%), followed by China (14.05%), Russia (13.59%) and Brazil (9.06%). The product appears rich with AUM of about $1.29 billion. The ETF charges 63 bps in fees per year from investors. The fund is up about 7.7% year to date (as of June 16, 2016) and has an annual dividend yield of 4.79% versus dividend yield of about 2.06% offered by SPDR S&P 500 ETFSPY . SPDR S&P Emerging Markets Dividend ETF (EDIV) EDIV tracks S&P Emerging Markets Dividend Opportunities Index, consisting of dividend paying securities of 123 companies in emerging markets. The ETF has so far attracted $257.5 million in assets. The fund puts about one-third of total assets in top 10 firms, suggesting moderate concentration across each security. It is pretty spread well among various sectors with financials being the top sector having about 30% share. The top three countries are Taiwan (28.44%), South Africa (15.72%) and Brazil (22.66%). The expense ratio for this fund is 0.49%. The fund has gained about 8.4% so far this year (as of June 16, 2016). However, it does pay out a solid yield of almost 4.84%, and it is up 8.4% so far this year (as of June 16, 2016). WisdomTree Emerging Markets Small-Cap Dividend ETF DGS) The $880-million fund gives exposure to small cap emerging market dividend paying companies. The product holds 591 stocks and none of the securities holds more than 1.15% of the assets. It is exposed to financials (20.57%) followed by IT (18.7%), consumer discretionary (16.6%) and industrials (14.2%). Taiwan leads the country allocation with 27.57% weight, followed by China (13.99%) and Brazil (10.13%). The fund yields 3.07% annually (as of June 16, 2016) (see all broad emerging market ETF s here). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets Equity Income Fund (DEM) With a total of 318 securities in its basket, the product is widely spread across individual securities with no firm accounting for more than 4.41% of the basket. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. Investors should note that the yield on 10-year U.S. Treasury bonds have now fallen to the August 2012 level as fears over Britain's possible exit from the European Union, its ripples in the global investing and concerns over the health of the U.S. labor market continue to push investors towards safe haven assets (read: High Quality Dividend Stocks & ETFs for Uncertain Markets ).
WisdomTree Emerging Markets Equity Income Fund (DEM) With a total of 318 securities in its basket, the product is widely spread across individual securities with no firm accounting for more than 4.41% of the basket. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. SPDR S&P Emerging Markets Dividend ETF (EDIV) EDIV tracks S&P Emerging Markets Dividend Opportunities Index, consisting of dividend paying securities of 123 companies in emerging markets.
Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. WisdomTree Emerging Markets Equity Income Fund (DEM) With a total of 318 securities in its basket, the product is widely spread across individual securities with no firm accounting for more than 4.41% of the basket. SPDR S&P Emerging Markets Dividend ETF (EDIV) EDIV tracks S&P Emerging Markets Dividend Opportunities Index, consisting of dividend paying securities of 123 companies in emerging markets.
WisdomTree Emerging Markets Equity Income Fund (DEM) With a total of 318 securities in its basket, the product is widely spread across individual securities with no firm accounting for more than 4.41% of the basket. Click to get this free report SPDR-SP 500 TR (SPY): ETF Research Reports PWRSH-DB US$ BU (UUP): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. We thus highlight a few EM dividend ETFs which could be in focus in the days to come (read: 4 Emerging Markets Bond ETFs on the Radar Now ).
bd23ab9e-7568-467a-b482-eb81c25cbfb7
727149.0
2016-06-17 00:00:00 UTC
International ETFs For Investors Looking To Balance Income, Growth
DEM
https://www.nasdaq.com/articles/international-etfs-investors-looking-balance-income-growth-2016-06-17
nan
nan
International dividend ETFs deliver a triple bang for your buck: income, potential for capital growth, and portfolio diversification against market risks. Foreign emerging and developed markets tend to get overlooked in investors' hunt for income. That can be a mistake. Almost 75% of the world's publicly traded companies are found outside the U.S. Many of these are top-tier stocks, boasting attractive dividends. "In today's environment of low bond yields and challenged equity returns, many investors are looking for ways in which they can carefully balance income and growth," said Robert Nestor, head of iShares' strategic beta product segment. Seeking out international opportunities is a key way to achieve this, he suggested. Several exchange traded funds target international dividend-paying companies. The largest of these include iShares International Select Dividend ( IDV ), WisdomTree Emerging Markets High Dividend ( DEM ) and SPDR S&P International Dividend ( DWX ), which hold nearly $5 billion combined. International dividend indexes are relatively new and have track records of less than 10 years, according to Morningstar Inc. "As such, they are not really tried and tested," analyst Patricia Oey wrote in February. Three new ETFs expand investors' choices for investing in high-quality international dividend payers: IShares International Dividend Growth ( IGRO ) invests in companies based in both foreign developed markets and emerging markets with healthy balance sheets, a record of increasing dividends for five straight years and the potential for sustainable earnings growth. Its holdings include Royal Bank of Canada ( RY ), an IBD Dividend Leader that boasts growing dividends as well as steady profits. Dividend growth historically has been a key driver of long-term returns. The longer an investor holds an equity, the more important dividend growth becomes to overall performance, according to Nestor. Moreover, dividend growers tend to be mature companies that experience steep price drops less often than smaller, weaker companies do. Keep in mind there's a trade-off for the low volatility of dividend ETFs : plodding performance. IGRO has $4.68 million in assets and a 0.22% expense ratio. Its 3.75% yields puts the focus on total return. By comparison, sibling iShares International Select Dividend yields 5.37% for a more aggressive approach to income. That older and larger peer also has a higher 0.50% expense ratio and zero exposure to emerging markets (EM). WisdomTree Emerging Markets Dividend Fund (DVEM) includes South Korea and Taiwan within the EM bucket, giving them hefty portfolio weightings together with China. Holdings must pass certain market-cap-size and liquidity screens. Sector and country weightings are capped at 25% to mitigate risk. Emerging markets hold strong dividend potential, according to WisdomTree. It says nearly 93% of EM companies paid at least one dividend in the year ended March 31. WisdomTree Emerging Markets Dividend tracks a dividend-weighted index. That indexing method may boost the effect that dividends have on performance. DVEM has $2.5 million in assets and a 0.32% expense ratio. It has a 3.59% SEC 30-day yield. WisdomTree International Quality Dividend Growth (IQDG) focuses almost entirely on foreign developed markets. It has hefty stakes in Japan and the United Kingdom. In the past week, its performance has been hit by investor worries over the odds of the U.K. exiting from the European Union -- a Brexit. WisdomTree employs an unusual "forward-looking process" to seek dividend growth. Stocks are selected based in part on long-term expectations for earnings growth, rather than looking for a history of dividend increases in years past. Companies expected to grow earnings faster may hold greater potential to increase future dividends, according to WisdomTree. It says that backward-looking screens may miss out on developing growth opportunities. IQGD has $2.43 million in assets, a 0.38% expense ratio and a 2.02% SEC 30-day yield. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The largest of these include iShares International Select Dividend ( IDV ), WisdomTree Emerging Markets High Dividend ( DEM ) and SPDR S&P International Dividend ( DWX ), which hold nearly $5 billion combined. International dividend ETFs deliver a triple bang for your buck: income, potential for capital growth, and portfolio diversification against market risks. "In today's environment of low bond yields and challenged equity returns, many investors are looking for ways in which they can carefully balance income and growth," said Robert Nestor, head of iShares' strategic beta product segment.
The largest of these include iShares International Select Dividend ( IDV ), WisdomTree Emerging Markets High Dividend ( DEM ) and SPDR S&P International Dividend ( DWX ), which hold nearly $5 billion combined. Three new ETFs expand investors' choices for investing in high-quality international dividend payers: IShares International Dividend Growth ( IGRO ) invests in companies based in both foreign developed markets and emerging markets with healthy balance sheets, a record of increasing dividends for five straight years and the potential for sustainable earnings growth. WisdomTree Emerging Markets Dividend Fund (DVEM) includes South Korea and Taiwan within the EM bucket, giving them hefty portfolio weightings together with China.
The largest of these include iShares International Select Dividend ( IDV ), WisdomTree Emerging Markets High Dividend ( DEM ) and SPDR S&P International Dividend ( DWX ), which hold nearly $5 billion combined. Three new ETFs expand investors' choices for investing in high-quality international dividend payers: IShares International Dividend Growth ( IGRO ) invests in companies based in both foreign developed markets and emerging markets with healthy balance sheets, a record of increasing dividends for five straight years and the potential for sustainable earnings growth. WisdomTree International Quality Dividend Growth (IQDG) focuses almost entirely on foreign developed markets.
The largest of these include iShares International Select Dividend ( IDV ), WisdomTree Emerging Markets High Dividend ( DEM ) and SPDR S&P International Dividend ( DWX ), which hold nearly $5 billion combined. Three new ETFs expand investors' choices for investing in high-quality international dividend payers: IShares International Dividend Growth ( IGRO ) invests in companies based in both foreign developed markets and emerging markets with healthy balance sheets, a record of increasing dividends for five straight years and the potential for sustainable earnings growth. Emerging markets hold strong dividend potential, according to WisdomTree.
5faeb91a-df6a-43e2-ac50-b29e424891bf
727150.0
2016-06-16 00:00:00 UTC
WisdomTree Emerging Markets High Dividend Fund (DEM) Shares Cross Below 200 DMA
DEM
https://www.nasdaq.com/articles/wisdomtree-emerging-markets-high-dividend-fund-dem-shares-cross-below-200-dma-2016-06-16
nan
nan
In trading on Thursday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $33.53, changing hands as low as $33.42 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 2.3% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $44.58 as the 52 week high point - that compares with a last trade of $33.43. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $33.53, changing hands as low as $33.42 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $44.58 as the 52 week high point - that compares with a last trade of $33.43. WisdomTree Emerging Markets High Dividend Fund shares are currently trading off about 2.3% on the day.
In trading on Thursday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $33.53, changing hands as low as $33.42 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $44.58 as the 52 week high point - that compares with a last trade of $33.43. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $33.53, changing hands as low as $33.42 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $44.58 as the 52 week high point - that compares with a last trade of $33.43. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $33.53, changing hands as low as $33.42 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $44.58 as the 52 week high point - that compares with a last trade of $33.43. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
542c7f3b-d06b-4363-88aa-ed206155d4b4
727151.0
2016-05-04 00:00:00 UTC
Notable Two Hundred Day Moving Average Cross - DEM
DEM
https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-dem-2016-05-04
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $34.21, changing hands as low as $34.11 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 2% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.00 as the 52 week high point - that compares with a last trade of $34.13. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $34.21, changing hands as low as $34.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.00 as the 52 week high point - that compares with a last trade of $34.13. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 2% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $34.21, changing hands as low as $34.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.00 as the 52 week high point - that compares with a last trade of $34.13. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $34.21, changing hands as low as $34.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.00 as the 52 week high point - that compares with a last trade of $34.13. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed below their 200 day moving average of $34.21, changing hands as low as $34.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.00 as the 52 week high point - that compares with a last trade of $34.13. Click here to find out which 9 other ETFs recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
f62c9c9a-3a29-45e9-a68a-e3854b8301af
727152.0
2016-04-19 00:00:00 UTC
Emerging Market ETFs: Value Trade Of The Next Decade?
DEM
https://www.nasdaq.com/articles/emerging-market-etfs-value-trade-next-decade-2016-04-19
nan
nan
The concept of value investing is one that has proven its worth over decades of cyclical investment trends. Most often, investors who adhere to this practice are trying to uncover stocks or areas of the globe that are fundamentally mispriced in relation to more expensive alternatives. Buying at a low relative valuation, with a long-term time horizon, can provide fruitful results as mature trends fade and fresh momentum takes shape. One stunning example of this valuation gap can be seen in the divergence between emerging market stocks and those here in the United States. The iShares MSCI Emerging Market ETF (EEM) has $26 billion dedicated to an index of 842 publicly traded companies in China, South Korea, Taiwan, India, Brazil and many others. This ETF debuted in 2003 at the start of a tremendous boom in capital growth for these developing nations. From its April 2003 inception to the pre-crisis peak on October 10, 2007, EEM notched a total return of +389.82% versus just +90.24% for the SPDR S&P 500 ETF (SPY). That’s a gain of more than four times the benchmark of large-cap U.S. stocks! From peak to gutter, both indexes were decimated by the meltdown that wreaked havoc through the global markets. Yet, when we pick up the story in 2009, a much different picture has been evolving. SPY has gained +254.41% from the March 9, 2009 low through today. EEM has gained +91.47% over that same time frame. Interestingly enough, the majority of those gains in emerging markets came near the beginning of the rally. EEM has only managed to notch a single positive year since 2011. There has been a plethora of short-term rallies that have ultimately fizzled and led to new lows over the last five years. This widening gap has been blamed on a number of factors from the deflation in commodity prices to the lack of growth in many of these former red-hot countries. Investors who expected the same correlation of outperformance in the aftermath of the global recession have likely felt let down by the comparative results to-date. At this point in time, it seems like a natural migration to relieve yourself of underperforming emerging market exposure and focus solely on the strength in the United States. However, over the next decade, that may come with its own risks as well. Value-mavens will point out that the price/earnings ratio of EEM stands at 12.80, while SPY has risen to a lofty 19.37. Furthermore, the price/book ratio stands at 1.47 for EEM versus 2.74 for SPY. This obvious gap is one that will likely experience a contraction over the next cycle as mean reversion forces compress the spread between these metrics. The more important question for those considering this valuation chasm is whether another global reset will be needed to spur a changing of the guard? The 2008-2009 financial crisis was the harbinger of momentum transformation in emerging markets driven by a number of important factors such as peak commodity prices and credit risk contraction. Those same factors may ultimately play an important role in the re-ignition of interest in the fundamentals behind emerging market stocks over the next five to ten years. Furthermore, ETF investors will have to contend with what specific allocation size and vehicles are most appropriate for their goals. ETF.com lists 174 stock-oriented emerging market funds that range from broadly diversified indexes to regions, single countries, and even niche sectors. That list does not include the exposure you can achieve through comprehensive international funds or global benchmarks as well. One option that has grown increasingly popular in recent years is to consider a group of emerging market stocks with lower volatility than their peers. The iShares MSCI Emerging Market Minimum Volatility ETF (EEMV) has over $3.3 billion dedicated to a mix of 260 stocks culled from the broader EEM basket that have shown a history of reduced price fluctuations. EEMV charges a reasonable expense ratio of 0.25% to operate the fund. Another candidate for dividend seekers is the WisdomTree Emerging Markets High Dividend ETF (DEM). This fund seeks out over 300 stocks of emerging market nations with above-average dividend yields. The end result is a unique portfolio of companies that combine to generate a current 30-day SEC yield of 5.50% These are just two examples of investment strategies within the emerging market sphere that cater to a specific objective. There are countless ways you can expand upon these themes to capture specific criteria or dial in your exposure in various regional aspects. The Bottom Line The problem with comparing valuation metrics of independent asset classes is that they can be persistently high or persistently low for very long periods of time. Investors can’t always successfully time the market based on perceived characteristics of expensive or cheap. There must be other guiding factors that play a role in supporting their investment thesis. Accessing emerging markets through the use of exchange-traded funds provides a low-cost way to get instant exposure through a diversified basket of securities. For those who are seeking to re-position their international exposure or reduce their U.S.-focused portfolio, this segment of foreign stocks may offer up intriguing long-term potential. Note: all performance data includes dividends reinvested. P/E and P/B data listed via fund company websites. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Another candidate for dividend seekers is the WisdomTree Emerging Markets High Dividend ETF (DEM). The iShares MSCI Emerging Market ETF (EEM) has $26 billion dedicated to an index of 842 publicly traded companies in China, South Korea, Taiwan, India, Brazil and many others. The iShares MSCI Emerging Market Minimum Volatility ETF (EEMV) has over $3.3 billion dedicated to a mix of 260 stocks culled from the broader EEM basket that have shown a history of reduced price fluctuations.
Another candidate for dividend seekers is the WisdomTree Emerging Markets High Dividend ETF (DEM). The iShares MSCI Emerging Market ETF (EEM) has $26 billion dedicated to an index of 842 publicly traded companies in China, South Korea, Taiwan, India, Brazil and many others. The 2008-2009 financial crisis was the harbinger of momentum transformation in emerging markets driven by a number of important factors such as peak commodity prices and credit risk contraction.
Another candidate for dividend seekers is the WisdomTree Emerging Markets High Dividend ETF (DEM). Those same factors may ultimately play an important role in the re-ignition of interest in the fundamentals behind emerging market stocks over the next five to ten years. The iShares MSCI Emerging Market Minimum Volatility ETF (EEMV) has over $3.3 billion dedicated to a mix of 260 stocks culled from the broader EEM basket that have shown a history of reduced price fluctuations.
Another candidate for dividend seekers is the WisdomTree Emerging Markets High Dividend ETF (DEM). Those same factors may ultimately play an important role in the re-ignition of interest in the fundamentals behind emerging market stocks over the next five to ten years. That list does not include the exposure you can achieve through comprehensive international funds or global benchmarks as well.
8ab4751e-c816-45e8-8d3e-55e8189d831a
727153.0
2016-03-30 00:00:00 UTC
DEM Makes Bullish Cross Above Critical Moving Average
DEM
https://www.nasdaq.com/articles/dem-makes-bullish-cross-above-critical-moving-average-2016-03-30
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $35.16, changing hands as high as $35.22 per share. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.9% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.56 as the 52 week high point - that compares with a last trade of $35.23. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $35.16, changing hands as high as $35.22 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.56 as the 52 week high point - that compares with a last trade of $35.23. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.9% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $35.16, changing hands as high as $35.22 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.56 as the 52 week high point - that compares with a last trade of $35.23. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.9% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $35.16, changing hands as high as $35.22 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.56 as the 52 week high point - that compares with a last trade of $35.23. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $35.16, changing hands as high as $35.22 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $27.15 per share, with $48.56 as the 52 week high point - that compares with a last trade of $35.23. WisdomTree Emerging Markets High Dividend Fund shares are currently trading up about 1.9% on the day.
a2d4227f-3650-43ff-b8da-da5ed120f95a
727154.0
2016-03-09 00:00:00 UTC
Can Emerging Market ETFs Sustain the Rally?
DEM
https://www.nasdaq.com/articles/can-emerging-market-etfs-sustain-the-rally-2016-03-09
nan
nan
After surviving a lackluster stretch, emerging market ETFs recoiled lately as a relief rally bolstered the demand for risky securities. The deterrents that came in its path earlier seem to have cleared as the U.S. rate hike bets have taken a backseat marring the price of the greenback at the start of 2016. Impressive gains were noticed in commodity prices in the wake of a weaker dollar. Also, hopes of further stimulus from the Euro zone and Japan, China's relentless efforts to shore up its waning economy and the hunger for higher current income (as a drive for safety encouraged the need for fixed-income investing which in turn affected U.S. treasury bond yields) made emerging market space a rising star lately. The winning trend can be validated by 10.4% and 11.1% returns realized respectively by the two most popular ETFs - iShares MSCI Emerging Markets ETF ( EEM ) and Vanguard FTSE Emerging Markets ETF ( VWO ) in the past one month (as of March 8, 2016) against gains of 7.6% for the all-world ETF iShares MSCI ACWI ( ACWI ) and a 7% uptick in the S&P 500-based ETF SPDR S&P 500 ( SPY ) (read: Emerging Markets Back On Track: 5 Outperforming ETFs ). Can the Gains Last? As of now, the drivers of the rally look fragile. Investors may cheer the recent reserve requirement ratio cuts in China, but it has hardly boosted the Chinese markets. Rather, weak Chinese trade data has been pushing its market down along with other emerging market securities. On the other hand, the recent rally in oil prices is anything but stable, keeping a check on the broad-basedglobal marketrecovery. Meanwhile, the U.S. economy came up with some upbeat economic numbers on manufacturing, jobs, inflation and consumer confidence. All these once again brought back rate hike talks on the table. If any such cues are given by the Fed in its upcoming meeting, the emerging markets will once again lose luster. All in all, the operating backdrop is not all bright. So, investors should practice caution while targeting this investing arena. Below we highlight a few ETFs that can be considered in the days to come (see all emerging market ETFs here). High Yield - Emerging Markets Equity Income Fund (DEM) As foreign investors normally park their money in the riskier emerging market bloc for higher yields, what could be a better choice than DEM? This $1.31 billion-ETF holds about 320 stocks. Though the fund is heavy on trouble zones like China, Russia and Brazil, and might see a sell-off ahead,a 30-day SEC Yield of 6.29% would provide some protection against capital erosion. Also, the fund has highest exposure in the relatively better-placed zone Taiwan. The fund has a Zacks ETF Rank #3 (Hold) and is up about 6% this year (as of March 8, 2016) (read: 3 Safe High Dividend ETFs to Beat the Volatile Market ). Low Volatility -iShares MSCI Emerging Markets Minimum Volatility ETF ( EEMV) A low volatile portfolio is yet another key to long-term success. For investors seeking exposure to the emerging markets, EEMV could be an intriguing pick. The $2.9 billion-ETF charges 25 bps in fees (read: Minimum Volatility ETFs: Fact or Over-estimated Hype? ). In total, the fund holds over 250 stocks in its basket with each accounting for less than 1.71% share. The fund has a slight tilt toward financials with 26.8% share, while information technology, telecommunication services and consumer staples round off the next three spots. The fund has retreated 0.2% in the year-to-date frame (as of March 8, 2016), was up 6.2% in the last one month and it has a Zacks ETF Rank #3. High Quality - SPDR MSCI Emerging Markets Quality Mix ETF ( QEMM ) High quality ETFs are generally rich on value characteristics as these focus on stocks having high quality scores based on three fundamentals factors - the performance of value, low volatility and quality factor strategies. This fund follows the MSCI Emerging Markets Quality Mix Index, holding a large basket of 744 stocks. It has amassed about $97.3 million and charges a low fee of 30 bps per annum. The fund puts more weight in China, Taiwan and South Korea. The Zacks Rank #3 fund was up 7.7% in the last one month but off 1.2% year to date and it yields about 2.13% (as of March 8, 2016). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-EM QM (QEMM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHRS-MSCI ACWI (ACWI): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
After surviving a lackluster stretch, emerging market ETFs recoiled lately as a relief rally bolstered the demand for risky securities. High Yield - Emerging Markets Equity Income Fund (DEM) As foreign investors normally park their money in the riskier emerging market bloc for higher yields, what could be a better choice than DEM? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-EM QM (QEMM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHRS-MSCI ACWI (ACWI): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here.
Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-EM QM (QEMM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHRS-MSCI ACWI (ACWI): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here. After surviving a lackluster stretch, emerging market ETFs recoiled lately as a relief rally bolstered the demand for risky securities. High Yield - Emerging Markets Equity Income Fund (DEM) As foreign investors normally park their money in the riskier emerging market bloc for higher yields, what could be a better choice than DEM?
Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-EM QM (QEMM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHRS-MSCI ACWI (ACWI): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here. After surviving a lackluster stretch, emerging market ETFs recoiled lately as a relief rally bolstered the demand for risky securities. High Yield - Emerging Markets Equity Income Fund (DEM) As foreign investors normally park their money in the riskier emerging market bloc for higher yields, what could be a better choice than DEM?
After surviving a lackluster stretch, emerging market ETFs recoiled lately as a relief rally bolstered the demand for risky securities. High Yield - Emerging Markets Equity Income Fund (DEM) As foreign investors normally park their money in the riskier emerging market bloc for higher yields, what could be a better choice than DEM? Click to get this free report WISTR-EM HI (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports SPDR-EM QM (QEMM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHRS-MSCI ACWI (ACWI): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports To read this article on Zacks.com click here.
54207b70-24e4-4b6f-a508-4a02da0f29fd
727155.0
2016-03-08 00:00:00 UTC
Emerging Market and Energy: 2 ETFs to Watch on Outsized Volume
DEM
https://www.nasdaq.com/articles/emerging-market-and-energy%3A-2-etfs-to-watch-on-outsized-volume-2016-03-08
nan
nan
In the last trading session, U.S. stocks built upon the gains made in the last four trading sessions, thanks to the rally in oil prices . Among the top ETFs, investors saw SPY gain 0.08%, DIA move higher 0.35% but QQQ fall 0.62% on the day. Two more specialized ETFs are worth noting as both saw trading volume that was far outside of normal. In fact, both these funds experienced volume levels that were more than double their average for the most recent trading session. This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra-interest continues: DEM: Volume 2.71 times average This high dividend emerging market ETF was in focus yesterday as roughly 1.3 million shares moved hands compared to an average of roughly 482,000 shares. We also saw some stock price movement as DEM added about 0.1%. The movement can largely be attributed to a rebound in emerging markets and investors' lure for dividends that can have a big impact on the high dividend yielding emerging market stocks like what we find in this ETF's portfolio. In the last one-month period, DEM was up 13.2%. The fund carries a Zacks ETF Rank #3 (Hold). DBE:Volume 2.66 times average This energy ETF was under the microscope yesterday as about 235,000 shares moved hands compared with an average of more than 88,000 shares. We also saw some price movement as DBE gained 3.6% in the last session. The big move was largely the result of the rebound in oil prices in hopes of supply tightening. In the past one-month period, DBE was up nearly 8.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days.Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports PWRSH-DB EGY FD (DBE): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports SPDR-DJ IND AVG (DIA): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra-interest continues: DEM: Volume 2.71 times average This high dividend emerging market ETF was in focus yesterday as roughly 1.3 million shares moved hands compared to an average of roughly 482,000 shares. We also saw some stock price movement as DEM added about 0.1%. In the last one-month period, DEM was up 13.2%.
This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra-interest continues: DEM: Volume 2.71 times average This high dividend emerging market ETF was in focus yesterday as roughly 1.3 million shares moved hands compared to an average of roughly 482,000 shares. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports PWRSH-DB EGY FD (DBE): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports SPDR-DJ IND AVG (DIA): ETF Research Reports To read this article on Zacks.com click here. We also saw some stock price movement as DEM added about 0.1%.
This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra-interest continues: DEM: Volume 2.71 times average This high dividend emerging market ETF was in focus yesterday as roughly 1.3 million shares moved hands compared to an average of roughly 482,000 shares. Click to get this free report WISTR-EM HI (DEM): ETF Research Reports PWRSH-DB EGY FD (DBE): ETF Research Reports SPDR-SP 500 TR (SPY): ETF Research Reports NASDAQ-100 SHRS (QQQ): ETF Research Reports SPDR-DJ IND AVG (DIA): ETF Research Reports To read this article on Zacks.com click here. We also saw some stock price movement as DEM added about 0.1%.
We also saw some stock price movement as DEM added about 0.1%. This could make these ETFs the ones to watch out for in the days ahead to see if this trend of extra-interest continues: DEM: Volume 2.71 times average This high dividend emerging market ETF was in focus yesterday as roughly 1.3 million shares moved hands compared to an average of roughly 482,000 shares. In the last one-month period, DEM was up 13.2%.
77309b3e-9624-4af7-b2a8-0a49469cdfb5
727156.0
2016-03-03 00:00:00 UTC
5 ETFs to Watch in March
DEM
https://www.nasdaq.com/articles/5-etfs-to-watch-in-march-2016-03-03
nan
nan
After a horrendous sell-off in the first two months of 2016, the third month started on a solid footing with Wall Street seeing the best day in a month . Losers turned leaders as the downtrodden financial and tech stocks ricocheted on cues of an improving U.S. economy. Impressive U.S. factory and construction data were behind this new-found optimism. While the S&P 500 gained about 2.4% and Dow Jones Industrial Average added over 2.1%, about a 4% spike in Apple shares led the Nasdaq Composite to return about 2.9%, making March 1 the best day on the bourses since August 2015. So far this year, both the S&P 500 and the Dow Jones indices are down 3.2% each while the Nasdaq Composite is off 6.4%. In any case, March is historically known for stellar returns. The average return of the S&P 500 was 1.06% in March, from 1950 to 2015. There were 42 years of a green March while returns were in the red only in 24 years. As per moneychimp.com , only December, April and November beat out March in terms of returns. Of course, deep-rooted concerns over global growth worries and oil price declines can't be ignored. But with such a heavy sell-offs suffered year-to-date, chances are high that this March will finally see some relief and end in the green. Whatever be the case, investors might want to know about the ETF areas that are best suited for the month. For them, below we highlight a few ETFs - some that offer safety and others that have the potential to grow in this rocky environment. Market Vectors Preferred Securities ex Financials ETF (PFXF) Since a flight to safety has put a lid on bond yields, investors' thirst for yield can be satiated by investing in preferred stocks ETFs. These are hybrid securities having the characteristics of both debt and equity. The preferred stocks pay stockholders a fixed, agreed-upon dividend at regular intervals, like bonds. Even if rates rise, an extremely strong yield will allow investors to beat out the benchmark Treasury yields. The preferred stock fund - PFXF - is heavy on REITs (33.5%) and Electric (22.5%) industries. The fund is up 2.2% year to date (as of March 1, 2016) while its 30-Day SEC yield is 6.26% (read: Time for Preferred ETFs? ). Dynamic Build & Construction (PKB) The industrial sector enjoys seasonal benefit in March. Also, the space gained investors' attention afresh after a reading of the U.S. manufacturing sector impressed investors to start the month. If this was not enough, U.S. construction spending expanded to the highest level since October 2007 . All these put this construction ETF in focus. The fund PKB has considerable exposure in homebuilding, which is another surging sector. PKB is down 4.2% so far this year, but added over 6.8% in the last one month. PKB has a Zacks ETF Rank #2 (Buy) (see all industrial ETFs here). PowerShares KBW Property & Casualty Insurance ETF (KBWP) Since upbeat U.S. data once again sparked off rate hike talks, 10-year Treasury bond yields jumped 9 bps in a single day to 1.83% on March 1. If the trend continues, financial and insurance ETFs would benefit. While the financial sector is presently facing issues with the potential default in the energy sector, we are banking on this insurance ETF. KBWP with a Zacks #2 ETF is down 2% year to date, but added 2.7% in the last one month (read: Top Sectors of 2015 and Their Leading ETFs ). Emerging Markets Equity Income Fund (DEM) Investors should note that the emerging markets are making a comeback. Though their fundamentals are not too sound, cheaper valuation is probably the key to their recent success. Via DEM, investors will get exposure to the emerging markets and simultaneously enjoy strong dividend income of about 5.36% annually. Even if the fund succumbs to a sell-off, this market-beating yield would make up for the capital losses to a large extent. The fund is heavy on Taiwan (24.7%) and China (14.1%). DEM is up 1.2% so far this year. The fund has a Zacks ETF Rank #3 (Hold) with a Medium risk. Victory CEMP US Small Cap High Dividend Volatility Weighted Index ETF (CSB) Risk-on sentiments, though still to be full-fledged, are back in the market. Hence, U.S. small-cap equities and ETFs are likely to gain ground. However, we would suggest investors to practice a defensive approach even in this segment (read: Small Cap ETFs Leading Current Market Rally ). It's better to go for an ETF like CSB which consists of the highest 100 dividend yielding stocks of the CEMP US Small Cap 500 Volatility Weighted Index. After choosing the highest dividend yielding stocks, these are weighted on their standard deviation (volatility). Probably due to this quality exposure, this small-cap ETF has lost just 0.6% in the year-to-date frame (when small-caps are being thrashed). In the last one month, the fund added 5.4%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MKT VEC-PR EX-F (PFXF): ETF Research Reports PWRSH-DYN BLDG (PKB): ETF Research Reports V-CEMP USSC HDV (CSB): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports PWRSH-K P&C INS (KBWP): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Emerging Markets Equity Income Fund (DEM) Investors should note that the emerging markets are making a comeback. Via DEM, investors will get exposure to the emerging markets and simultaneously enjoy strong dividend income of about 5.36% annually. DEM is up 1.2% so far this year.
Click to get this free report MKT VEC-PR EX-F (PFXF): ETF Research Reports PWRSH-DYN BLDG (PKB): ETF Research Reports V-CEMP USSC HDV (CSB): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports PWRSH-K P&C INS (KBWP): ETF Research Reports To read this article on Zacks.com click here. Emerging Markets Equity Income Fund (DEM) Investors should note that the emerging markets are making a comeback. Via DEM, investors will get exposure to the emerging markets and simultaneously enjoy strong dividend income of about 5.36% annually.
Click to get this free report MKT VEC-PR EX-F (PFXF): ETF Research Reports PWRSH-DYN BLDG (PKB): ETF Research Reports V-CEMP USSC HDV (CSB): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports PWRSH-K P&C INS (KBWP): ETF Research Reports To read this article on Zacks.com click here. Emerging Markets Equity Income Fund (DEM) Investors should note that the emerging markets are making a comeback. Via DEM, investors will get exposure to the emerging markets and simultaneously enjoy strong dividend income of about 5.36% annually.
Emerging Markets Equity Income Fund (DEM) Investors should note that the emerging markets are making a comeback. Via DEM, investors will get exposure to the emerging markets and simultaneously enjoy strong dividend income of about 5.36% annually. DEM is up 1.2% so far this year.
a256d7b9-5943-447d-86b8-9ffa10e0ece1
727157.0
2016-01-06 00:00:00 UTC
Shares of DEM Now Oversold
DEM
https://www.nasdaq.com/articles/shares-dem-now-oversold-2016-01-06
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $30.22 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of WisdomTree Emerging Markets High Dividend Fund, the RSI reading has hit 29.4 - by comparison, the RSI reading for the S&P 500 is currently 39.1. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $30.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $30.35. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 1.5% on the day. Find out what 9 other oversold stocks you need to know about » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $30.22 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $30.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $30.35.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $30.22 per share. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $30.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $30.35.
In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $30.22 per share. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $30.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $30.35.
Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $30.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $30.35. In trading on Wednesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $30.22 per share. A bullish investor could look at DEM's 29.4 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
68eaa618-c535-4ff9-8eaa-99013f3a8045
727158.0
2015-12-22 00:00:00 UTC
Vail Resorts, Inc. (MTN) Ex-Dividend Date Scheduled for December 23, 2015
DEM
https://www.nasdaq.com/articles/vail-resorts-inc-mtn-ex-dividend-date-scheduled-december-23-2015-2015-12-22
nan
nan
Vail Resorts, Inc. ( MTN ) will begin trading ex-dividend on December 23, 2015. A cash dividend payment of $0.6225 per share is scheduled to be paid on January 12, 2016. Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. This marks the 4th quarter that MTN has paid the same dividend. At the current stock price of $125.06, the dividend yield is 1.99%. The previous trading day's last sale of MTN was $125.06, representing a -6.39% decrease from the 52 week high of $133.59 and a 47.91% increase over the 52 week low of $84.55. MTN is a part of the Consumer Services sector, which includes companies such as Live Nation Entertainment, Inc. ( LYV ) and Six Flags Entertainment Corporation New ( SIX ). MTN's current earnings per share, an indicator of a company's profitability, is $3.11. Zacks Investment Research reports MTN's forecasted earnings growth in 2016 as 30.51%, compared to an industry average of 16.4%. For more information on the declaration, record and payment dates, visit the MTN Dividend History page. Our Dividend Calendar has the full list of stocks that have an ex-dividend today. Interested in gaining exposure to MTN through an Exchange Traded Fund [ETF]? The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) EGShares Emerging Markets Domestic Demand ETF ( EMDD ) WisdomTree Commodity Country Equity Index ( CCXE ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ). The top-performing ETF of this group is EMDD with an decrease of -17.73% over the last 100 days. EZA has the highest percent weighting of MTN at 6.32%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) EGShares Emerging Markets Domestic Demand ETF ( EMDD ) WisdomTree Commodity Country Equity Index ( CCXE ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ). Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. Zacks Investment Research reports MTN's forecasted earnings growth in 2016 as 30.51%, compared to an industry average of 16.4%.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) EGShares Emerging Markets Domestic Demand ETF ( EMDD ) WisdomTree Commodity Country Equity Index ( CCXE ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) EGShares Emerging Markets Domestic Demand ETF ( EMDD ) WisdomTree Commodity Country Equity Index ( CCXE ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ). Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment. For more information on the declaration, record and payment dates, visit the MTN Dividend History page.
The following ETF(s) have MTN as a top-10 holding: iShares MSCI South Africa Index Fund ( EZA ) EGShares Emerging Markets Domestic Demand ETF ( EMDD ) WisdomTree Commodity Country Equity Index ( CCXE ) WisdomTree Emerging Markets Consumer Growth Fund ( EMCG ) WisdomTree Emerging Markets High Dividend Fund ( DEM ). A cash dividend payment of $0.6225 per share is scheduled to be paid on January 12, 2016. Shareholders who purchased MTN prior to the ex-dividend date are eligible for the cash dividend payment.
cf9c0ca9-f544-4952-ad1c-702aec242c68
727159.0
2015-12-08 00:00:00 UTC
DEM Crosses Critical Technical Indicator
DEM
https://www.nasdaq.com/articles/dem-crosses-critical-technical-indicator-2015-12-08
nan
nan
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $32.22 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of WisdomTree Emerging Markets High Dividend Fund, the RSI reading has hit 25.9 - by comparison, the RSI reading for the S&P 500 is currently 46.8. A bullish investor could look at DEM's 25.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $32.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $32.34. WisdomTree Emerging Markets High Dividend Fund shares are currently trading down about 2.2% on the day. Find out what 9 other oversold stocks you need to know about » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
A bullish investor could look at DEM's 25.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $32.22 per share. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $32.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $32.34.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $32.22 per share. A bullish investor could look at DEM's 25.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $32.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $32.34.
In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $32.22 per share. A bullish investor could look at DEM's 25.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $32.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $32.34.
Looking at a chart of one year performance (below), DEM's low point in its 52 week range is $32.22 per share, with $48.56 as the 52 week high point - that compares with a last trade of $32.34. In trading on Tuesday, shares of the WisdomTree Emerging Markets High Dividend Fund ETF (Symbol: DEM) entered into oversold territory, changing hands as low as $32.22 per share. A bullish investor could look at DEM's 25.9 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side.
9db6c386-821e-4bbc-90a1-2718015b23eb
727160.0
2015-11-19 00:00:00 UTC
Noteworthy ETF Outflows: DEM
DEM
https://www.nasdaq.com/articles/noteworthy-etf-outflows-dem-2015-11-19
nan
nan
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets High Dividend Fund (Symbol: DEM) where we have detected an approximate $34.2 million dollar outflow -- that's a 2.3% decrease week over week (from 43,700,000 to 42,700,000). The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $32.60 per share, with $48.56 as the 52 week high point - that compares with a last trade of $34.78. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average » . Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets High Dividend Fund (Symbol: DEM) where we have detected an approximate $34.2 million dollar outflow -- that's a 2.3% decrease week over week (from 43,700,000 to 42,700,000). The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $32.60 per share, with $48.56 as the 52 week high point - that compares with a last trade of $34.78. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $32.60 per share, with $48.56 as the 52 week high point - that compares with a last trade of $34.78. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets High Dividend Fund (Symbol: DEM) where we have detected an approximate $34.2 million dollar outflow -- that's a 2.3% decrease week over week (from 43,700,000 to 42,700,000). These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets High Dividend Fund (Symbol: DEM) where we have detected an approximate $34.2 million dollar outflow -- that's a 2.3% decrease week over week (from 43,700,000 to 42,700,000). The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $32.60 per share, with $48.56 as the 52 week high point - that compares with a last trade of $34.78. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $32.60 per share, with $48.56 as the 52 week high point - that compares with a last trade of $34.78. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets High Dividend Fund (Symbol: DEM) where we have detected an approximate $34.2 million dollar outflow -- that's a 2.3% decrease week over week (from 43,700,000 to 42,700,000).
c1836b2d-9498-4e8e-8747-c340d94b54a4
727161.0
2015-09-16 00:00:00 UTC
Playing Emerging Markets? Try the New Ex-China ETF
DEM
https://www.nasdaq.com/articles/playing-emerging-markets-try-the-new-ex-china-etf-2015-09-16
nan
nan
Emerging markets have long been investors' favorites due to their high growth potential. Agreed, this corner of the investing spectrum underperforms whenever the subject of Fed policy tightening comes up and might falter when the Fed actually carries out the lift-off sometime in 2015. But investors should note that the emerging marker bloc seems better insulated this time around and should not subject to the same massacre it endured during the taper tantrum in 2013 (read: ETFs to Move on Mixed U.S. Job Data ). However, this year a new headache - occasional and massive Chinese stock market crash - is upsetting the emerging market bloc. Like several other emerging markets, Chinese growth momentum decelerated too, but its stocks soared earlier this year on hopes of a fat stimulus measure. Stupendous gains without any solid economic footing led the Chinese equities to fall in the trap of a steep correction from June, with August being the ugliest month (read: August ETF Asset Flow Roundup: Treasury Gains, EM Lags ). The Chinese stocks lost over $5 trillion in the recent rout. In fact, this upheaval hardly spared any risky asset across the globe. In such a situation, it makes sense for edgy investors to look for emerging market ETFs without the Chinese flavor. For them, EGShares recently rolled out an ex-China Emerging Market ETF ( XCEM ). Let's delve a little deeper: XCEM in Focus The fund seeks to offer exposure to the large and mid-cap companies from about 20 emerging market companies but staves off China by tracking the EGAI Emerging Markets ex-China Index. Considering country-wise allocation, South Korea takes the top spot having 18.27% allocation, followed by Taiwan and Brazil having 15.76% and 13.62% allocation, respectively. India and South Africa also get a sizable share close to 10% each. This focus results in the index holding a basket of around 700 companies. Samsung (4.40%), Taiwan Semiconductor (3.36%) and Itau Unibanco Holding (2.14%) are the top three holdings of the fund. As far as sector allocation is concerned, the fund is quite heavily weighted toward Financials with about 30% focus. Information technology (13.4%) and Industrials (13%) round out the top three positions. The fund charges 35 bps in fees (see all Broad Emerging Market ETFs here ). How Might it Fit in a Portfolio? The fund is an interesting option for investors looking to invest in the emerging markets. The growth rates in the emerging markets have cooled off in recent years, but are still a lot better than several developed nations. To add to this, stimulus announcements in some nations and pro-growth political reforms in others might entice some investors. Moreover, foreign investors park their money in the riskier emerging market bloc for higher yields. Real cost of borrowing in Brazil (which the fund's third holding) is the highest among the world's leading emerging markets. So, investors who want to ride such benefits but seek shelter from the recent volatility in the Chinese market may find this an intriguing option (read: Inside The Crash in China ETFs ). ETF Competition Though the emerging market space is chock-a-block, EGShares has come up with a new theme. China has widespread exposure in most emerging market ETFs. So, the product should get its due share of success. The space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $36.4 billion and $20.8 billion, respectively, but with a notable focus on China. VWO charges 15 bps while EEM is a costlier option with 67 bps in fees. Both funds yield around 3.25% and 2.57%, respectively. While XCEM does a good job on the expense ratio front, it should also deliver on the yield front to have a clear road ahead. Notably, some of the high-dividend emerging market ETFs are SPDR S&P Emerging Markets Dividend ETF ( EDIV ) and E merging Markets Equity Income Fund ( DEM ), yielding about 6% each annually. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EGS-EM CR XCHNA (XCEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Notably, some of the high-dividend emerging market ETFs are SPDR S&P Emerging Markets Dividend ETF ( EDIV ) and E merging Markets Equity Income Fund ( DEM ), yielding about 6% each annually. Click to get this free report EGS-EM CR XCHNA (XCEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. But investors should note that the emerging marker bloc seems better insulated this time around and should not subject to the same massacre it endured during the taper tantrum in 2013 (read: ETFs to Move on Mixed U.S. Job Data ).
Click to get this free report EGS-EM CR XCHNA (XCEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. Notably, some of the high-dividend emerging market ETFs are SPDR S&P Emerging Markets Dividend ETF ( EDIV ) and E merging Markets Equity Income Fund ( DEM ), yielding about 6% each annually. The space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $36.4 billion and $20.8 billion, respectively, but with a notable focus on China.
Notably, some of the high-dividend emerging market ETFs are SPDR S&P Emerging Markets Dividend ETF ( EDIV ) and E merging Markets Equity Income Fund ( DEM ), yielding about 6% each annually. Click to get this free report EGS-EM CR XCHNA (XCEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. The space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $36.4 billion and $20.8 billion, respectively, but with a notable focus on China.
Notably, some of the high-dividend emerging market ETFs are SPDR S&P Emerging Markets Dividend ETF ( EDIV ) and E merging Markets Equity Income Fund ( DEM ), yielding about 6% each annually. Click to get this free report EGS-EM CR XCHNA (XCEM): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports WISTR-EM HI (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports To read this article on Zacks.com click here. The Chinese stocks lost over $5 trillion in the recent rout.
eb28f71b-c300-428b-adbc-dea43d04aadd
727162.0
2015-08-18 00:00:00 UTC
A Different Approach To Low Emerging Markets Valuations
DEM
https://www.nasdaq.com/articles/different-approach-low-emerging-markets-valuations-2015-08-18
nan
nan
One benefit to the ongoing slide in emerging markets equities is that valuations continue careening lower. Sure, the claim that emerging markets are inexpensive relative to developed counterparts is a familiar battle cry of emerging markets bulls, but the claim has merit. The price-to-earnings ratio on the MSCI Emerging Markets Index is around 11, well below the P/E's found on major developed markets benchmarks. As just one example, Russian stocks have long traded with a P/E well into the single digits. Investors can also use dividend yield as a way of finding emerging markets value. A good place to start is with the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which sports a distribution yield of 3.8 percent, or 155 basis points above the trailing 12-month yield on the MSCI Emerging Markets Index. Interestingly, when emerging markets stocks start a year with dividend yields that are considered high, that scenario usually gives way to solid returns. Related Link: Peruvian Punishment: A Market Classification Demotion Could Await Peru "Actually, we started 2015 not only with a high dividend yield but with one above 3.0%. There have been only five such years before, and although past performance can never predict future returns, the returns were strong in those years, averaging 58%. The lowest return of any of these years was 2012, when the MSCI Emerging Markets Index was up over 18%," said WisdomTree in a note out Tuesday . A Closer Look DEM has tumbled 11 percent this year, a decline that can largely be pinned on the ETF's above-average exposure to Russian stocks. DEM's Russia weight is almost 19 percent, making the country the ETF's second-largest geographic weight behind China. By comparison, the MSCI Emerging Markets Index allocates less than 4 percent of its weight to Russian stocks and the country is that index's eighth-largest geographic weight. As a predictable byproduct of its large Russia exposure, DEM also features big energy exposure. That sector is almost 19 percent of DEM's weight, more than double the energy allocation found in the MSCI Emerging Markets Index. DEM's underlying index, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), ranks companies by dividend yield and weighs them based on annual cash dividends paid . DEM's risks are not confined to Russia. Like other emerging markets ETFs, the fund needs clarity on Federal Reserve interest rate policy and some stability in emerging markets currencies, among other factors, before its compelling valuations are widely embraced. "While we strongly believe that emerging markets will come back into favor, it is extremely difficult to predict when this turnaround will occur. There remain very real risks, but the more critical question regards whether the higher dividend yield reflects these risks," adds WisdomTree. © 2015 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Related Link: Peruvian Punishment: A Market Classification Demotion Could Await Peru "Actually, we started 2015 not only with a high dividend yield but with one above 3.0%. A Closer Look DEM has tumbled 11 percent this year, a decline that can largely be pinned on the ETF's above-average exposure to Russian stocks. A good place to start is with the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which sports a distribution yield of 3.8 percent, or 155 basis points above the trailing 12-month yield on the MSCI Emerging Markets Index.
A good place to start is with the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which sports a distribution yield of 3.8 percent, or 155 basis points above the trailing 12-month yield on the MSCI Emerging Markets Index. DEM's underlying index, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), ranks companies by dividend yield and weighs them based on annual cash dividends paid . Related Link: Peruvian Punishment: A Market Classification Demotion Could Await Peru "Actually, we started 2015 not only with a high dividend yield but with one above 3.0%.
A good place to start is with the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which sports a distribution yield of 3.8 percent, or 155 basis points above the trailing 12-month yield on the MSCI Emerging Markets Index. DEM's underlying index, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), ranks companies by dividend yield and weighs them based on annual cash dividends paid . Related Link: Peruvian Punishment: A Market Classification Demotion Could Await Peru "Actually, we started 2015 not only with a high dividend yield but with one above 3.0%.
A good place to start is with the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which sports a distribution yield of 3.8 percent, or 155 basis points above the trailing 12-month yield on the MSCI Emerging Markets Index. Related Link: Peruvian Punishment: A Market Classification Demotion Could Await Peru "Actually, we started 2015 not only with a high dividend yield but with one above 3.0%. A Closer Look DEM has tumbled 11 percent this year, a decline that can largely be pinned on the ETF's above-average exposure to Russian stocks.
ed84f089-8791-4fc8-ac19-7f6b4ecfbedf
727163.0
2015-07-08 00:00:00 UTC
First Week of DEM December 18th Options Trading
DEM
https://www.nasdaq.com/articles/first-week-dem-december-18th-options-trading-2015-07-08
nan
nan
Investors in WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) saw new options begin trading this week, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 163 days until expiration the newly trading contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the DEM options chain for the new December 18th contracts and identified one put and one call contract of particular interest. The put contract at the $38.00 strike price has a current bid of $1.90. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $38.00, but will also collect the premium, putting the cost basis of the shares at $36.10 (before broker commissions). To an investor already interested in purchasing shares of DEM, that could represent an attractive alternative to paying $40.66/share today. Because the $38.00 strike represents an approximate 7% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 65%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract . Should the contract expire worthless, the premium would represent a 5.00% return on the cash commitment, or 11.19% annualized - at Stock Options Channel we call this the YieldBoost . Below is a chart showing the trailing twelve month trading history for WisdomTree Emerging Markets Equity Income Fund, and highlighting in green where the $38.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $45.00 strike price has a current bid of 45 cents. If an investor was to purchase shares of DEM stock at the current price level of $40.66/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $45.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 11.78% if the stock gets called away at the December 18th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if DEM shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Emerging Markets Equity Income Fund, as well as studying the business fundamentals becomes important. Below is a chart showing DEM's trailing twelve month trading history, with the $45.00 strike highlighted in red: Considering the fact that the $45.00 strike represents an approximate 11% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 79%. On our website under the contract detail page for this contract , Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 1.11% boost of extra return to the investor, or 2.48% annualized, which we refer to as the YieldBoost . The implied volatility in the put contract example is 28%, while the implied volatility in the call contract example is 20%. Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 252 trading day closing values as well as today's price of $40.66) to be 19%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com. Top YieldBoost Calls of the S&P 500 » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Investors in WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) saw new options begin trading this week, for the December 18th expiration. Of course, a lot of upside could potentially be left on the table if DEM shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Emerging Markets Equity Income Fund, as well as studying the business fundamentals becomes important. At Stock Options Channel , our YieldBoost formula has looked up and down the DEM options chain for the new December 18th contracts and identified one put and one call contract of particular interest.
Of course, a lot of upside could potentially be left on the table if DEM shares really soar, which is why looking at the trailing twelve month trading history for WisdomTree Emerging Markets Equity Income Fund, as well as studying the business fundamentals becomes important. Below is a chart showing DEM's trailing twelve month trading history, with the $45.00 strike highlighted in red: Considering the fact that the $45.00 strike represents an approximate 11% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) saw new options begin trading this week, for the December 18th expiration.
Below is a chart showing DEM's trailing twelve month trading history, with the $45.00 strike highlighted in red: Considering the fact that the $45.00 strike represents an approximate 11% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) saw new options begin trading this week, for the December 18th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the DEM options chain for the new December 18th contracts and identified one put and one call contract of particular interest.
At Stock Options Channel , our YieldBoost formula has looked up and down the DEM options chain for the new December 18th contracts and identified one put and one call contract of particular interest. Below is a chart showing DEM's trailing twelve month trading history, with the $45.00 strike highlighted in red: Considering the fact that the $45.00 strike represents an approximate 11% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. Investors in WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) saw new options begin trading this week, for the December 18th expiration.
980a4703-78cb-4646-9ac5-2d76d379e1af
727164.0
2015-04-15 00:00:00 UTC
WisdomTree Emerging Markets Equity Income Fund (DEM) Shares Cross Above 200 DMA
DEM
https://www.nasdaq.com/articles/wisdomtree-emerging-markets-equity-income-fund-dem-shares-cross-above-200-dma-2015-04-15
nan
nan
In trading on Wednesday, shares of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $46.77, changing hands as high as $47.11 per share. WisdomTree Emerging Markets Equity Income Fund shares are currently trading up about 2.1% on the day. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $47.06. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $46.77, changing hands as high as $47.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $47.06. WisdomTree Emerging Markets Equity Income Fund shares are currently trading up about 2.1% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $46.77, changing hands as high as $47.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $47.06. WisdomTree Emerging Markets Equity Income Fund shares are currently trading up about 2.1% on the day.
In trading on Wednesday, shares of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $46.77, changing hands as high as $47.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $47.06. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Wednesday, shares of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) crossed above their 200 day moving average of $46.77, changing hands as high as $47.11 per share. The chart below shows the one year performance of DEM shares, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $47.06. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
c62ab486-cb2a-4534-a5b2-290cda18b09c
727165.0
2015-03-17 00:00:00 UTC
Global X Adds New REIT And Emerging Market Dividend ETFs
DEM
https://www.nasdaq.com/articles/global-x-adds-new-reit-and-emerging-market-dividend-etfs-2015-03-17
nan
nan
Global X Funds has expanded its suite of income-oriented ETFs to include two new high yield funds with an international twist. The Global X SuperDividend Emerging Markets ETF ( SDEM ) and Global X SuperDividend REIT ETF ( SRET ) began trading on Monday and offer investors unique ways to diversify their portfolios. SDEM follows an index of 50 equally weighted high yield emerging market stocks that have consistently paid dividends over at least the last two years. The top country allocations in this index include Brazil, China, Russia, and South Africa. This new offering will go head to head with the well-established WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and SPDR S&P Emerging Markets Dividend ETF (NYSE: EDIV ). Both ETFs offer 30-day SEC yields in excess of 5 percent and have different exposure to both underlying country and sector allocations. One of the distinctive features of SDEM will be its monthly dividend, which is a departure from the traditional quarterly schedule. This may be an attractive feature for investors that prefer smaller and more regular income from overseas holdings. SDEM will debut with an expense ratio of 0.65 percent as well. The second notable unveiling, SRET, will focus on an index of 30 real estate investment trusts that rank among the highest yielding globally. Real estate ETFs are traditionally segregated by traditional diversified REITs and high yielding mortgage REITs. Related Link: 3 Financial ETFs Exploding Higher On Stress Test News However, SRET will feature a combination of the two industry classes, which should result in a higher aggregate dividend stream than a diversified global fund such as theSPDR Dow Jones Global Real Estate ETF (NYSE: RWO ). SRET will also feature a monthly dividend payment, which is another differentiating factor from conventional real estate ETFs. This new fund will feature an expense ratio of 0.58 percent as well. Global X has a history of combining multiple asset classes within its dividend funds, which has resulted in successful adoption by yield hungry investors. The Global X SuperDividend ETF (NYSE: SDIV ) has over $1 billion in assets dedicated to common stocks, REITs, and other alternative income securities. © 2015 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
SDEM follows an index of 50 equally weighted high yield emerging market stocks that have consistently paid dividends over at least the last two years. The Global X SuperDividend Emerging Markets ETF ( SDEM ) and Global X SuperDividend REIT ETF ( SRET ) began trading on Monday and offer investors unique ways to diversify their portfolios. This new offering will go head to head with the well-established WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and SPDR S&P Emerging Markets Dividend ETF (NYSE: EDIV ).
The Global X SuperDividend Emerging Markets ETF ( SDEM ) and Global X SuperDividend REIT ETF ( SRET ) began trading on Monday and offer investors unique ways to diversify their portfolios. This new offering will go head to head with the well-established WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and SPDR S&P Emerging Markets Dividend ETF (NYSE: EDIV ). SDEM follows an index of 50 equally weighted high yield emerging market stocks that have consistently paid dividends over at least the last two years.
The Global X SuperDividend Emerging Markets ETF ( SDEM ) and Global X SuperDividend REIT ETF ( SRET ) began trading on Monday and offer investors unique ways to diversify their portfolios. This new offering will go head to head with the well-established WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and SPDR S&P Emerging Markets Dividend ETF (NYSE: EDIV ). SDEM follows an index of 50 equally weighted high yield emerging market stocks that have consistently paid dividends over at least the last two years.
The Global X SuperDividend Emerging Markets ETF ( SDEM ) and Global X SuperDividend REIT ETF ( SRET ) began trading on Monday and offer investors unique ways to diversify their portfolios. SDEM follows an index of 50 equally weighted high yield emerging market stocks that have consistently paid dividends over at least the last two years. This new offering will go head to head with the well-established WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and SPDR S&P Emerging Markets Dividend ETF (NYSE: EDIV ).
fc7acda8-30d5-4e06-9cf3-4b7db0ba546f
727166.0
2015-02-19 00:00:00 UTC
KraneShares Launches a GDP Weighted Emerging Market ETF - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/kraneshares-launches-a-gdp-weighted-emerging-market-etf-etf-news-and-commentary-2015-02-19
nan
nan
Thanks to plunging oil prices and uneven economic growth in the developed world, many of the emerging market stocks and bonds have seen renewed interest among investors. Investors are reallocating their portfolios to include emerging market products as they offer higher growth rates and are quite attractively valued (read: Best and Worst Emerging Markets ETFs in Focus ). Following this trend, KraneShares has recently launched a new fund which provides exposure to the emerging market space. The fund - KraneShares FTSE Emerging Markets Plus ETF - trades under the ticker KEMP and charges 68 basis points as fees. KEMP in Focus The passively managed ETF seeks to track the results of the FTSE Emerging incl China Overseas non-R/QFII GDP Weighted Index. In this GDP weighted index, the emerging markets with the largest GDPs have the heaviest weightage in the underlying index. Also, country allocations are based on five-year purchase power parity GDP forecasts by the International Monetary Fund. With this approach, the fund provides the greatest exposure to China (including China A shares and China N shares) with a little less than half of the fund assets, followed by India with 17.1% exposure. China A shares are China equities listed on the Shanghai or Shenzhen stock exchanges, while China N shares are China equities listed on the New York or NASDAQ stock exchanges. On the other hand, Brazil, Mexico and Russia have single low-digit exposure in the fund. How Might it Fit in a Portfolio? The fund is an interesting option for investors looking to invest in the emerging markets. Though the growth rates in the emerging markets have cooled off in recent years, they are still a lot better than that of several developed nations Nonetheless, given the global growth concerns, investors should cautiously approach this space. China's GDP growth rate had fallen to a 24-year low in 2014, while the country is also seeing credit crunch concerns, a property market slump and a lagging manufacturing sector. The country's People's Bank of China (PBOC) has lately resorted to several monetary easing policies to boost the country's economy (read: Policy Easing Puts China ETFs in Focus ). On the other hand - India - which relies on imports for 80% of its energy needs has been one of the biggest beneficiaries of slumping oil prices. Sliding crude prices have helped the country to narrow down its trade and budget deficit and have also pulled the reins on inflation. With cooling inflation numbers, the county's central bank has recently cut its key benchmark lending rates and might even continue with its dovish stance if oil prices continue to stay low. This is expected to boost the country's growth rate. ETF Competition The emerging market equities space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $46.3 billion and $31.7 billion, respectively. VWO provides 24% exposure to China, followed by 14% to Taiwan and 12% to India. On the other hand, EEM allocates 21.6% of funds to China, followed by 14.5% and 12.7% respectively to Korea and Taiwan. iShares Core MSCI Emerging Markets ETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ) are some of the other funds in this space (see Broad Emerging Market ETFs here ). Though the newly launched fund uses a different approach in choosing the weights for country allocation, it is nonetheless expected to face competition from the top players in the space. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report KRANS-FT EM MKT (KEMP): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
iShares Core MSCI Emerging Markets ETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ) are some of the other funds in this space (see Broad Emerging Market ETFs here ). Click to get this free report KRANS-FT EM MKT (KEMP): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports To read this article on Zacks.com click here. Thanks to plunging oil prices and uneven economic growth in the developed world, many of the emerging market stocks and bonds have seen renewed interest among investors.
iShares Core MSCI Emerging Markets ETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ) are some of the other funds in this space (see Broad Emerging Market ETFs here ). Click to get this free report KRANS-FT EM MKT (KEMP): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports To read this article on Zacks.com click here. ETF Competition The emerging market equities space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $46.3 billion and $31.7 billion, respectively.
iShares Core MSCI Emerging Markets ETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ) are some of the other funds in this space (see Broad Emerging Market ETFs here ). Click to get this free report KRANS-FT EM MKT (KEMP): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports To read this article on Zacks.com click here. ETF Competition The emerging market equities space is primarily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - managing an asset base of $46.3 billion and $31.7 billion, respectively.
iShares Core MSCI Emerging Markets ETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ) are some of the other funds in this space (see Broad Emerging Market ETFs here ). Click to get this free report KRANS-FT EM MKT (KEMP): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports To read this article on Zacks.com click here. Investors are reallocating their portfolios to include emerging market products as they offer higher growth rates and are quite attractively valued (read: Best and Worst Emerging Markets ETFs in Focus ).
6c7a65f4-25ce-491b-986d-d173999e2365
727167.0
2014-12-29 00:00:00 UTC
Noteworthy ETF Outflows: DEM, MBT
DEM
https://www.nasdaq.com/articles/noteworthy-etf-outflows-dem-mbt-2014-12-29
nan
nan
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) where we have detected an approximate $64.0 million dollar outflow -- that's a 2.5% decrease week over week (from 59,400,000 to 57,900,000). Among the largest underlying components of DEM, in trading today , and Mobile Telesystems OJSC (Symbol: MBT) is lower by about 1%. For a complete list of holdings, visit the DEM Holdings page » The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $42.80. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average » . Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs. Click here to find out which 9 other ETFs experienced notable outflows » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) where we have detected an approximate $64.0 million dollar outflow -- that's a 2.5% decrease week over week (from 59,400,000 to 57,900,000). Among the largest underlying components of DEM, in trading today , and Mobile Telesystems OJSC (Symbol: MBT) is lower by about 1%. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand.
For a complete list of holdings, visit the DEM Holdings page » The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $42.80. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) where we have detected an approximate $64.0 million dollar outflow -- that's a 2.5% decrease week over week (from 59,400,000 to 57,900,000). Among the largest underlying components of DEM, in trading today , and Mobile Telesystems OJSC (Symbol: MBT) is lower by about 1%.
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) where we have detected an approximate $64.0 million dollar outflow -- that's a 2.5% decrease week over week (from 59,400,000 to 57,900,000). For a complete list of holdings, visit the DEM Holdings page » The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $42.80. Among the largest underlying components of DEM, in trading today , and Mobile Telesystems OJSC (Symbol: MBT) is lower by about 1%.
For a complete list of holdings, visit the DEM Holdings page » The chart below shows the one year price performance of DEM, versus its 200 day moving average: Looking at the chart above, DEM's low point in its 52 week range is $39.40 per share, with $54.06 as the 52 week high point - that compares with a last trade of $42.80. Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel , one standout is the WisdomTree Emerging Markets Equity Income Fund (Symbol: DEM) where we have detected an approximate $64.0 million dollar outflow -- that's a 2.5% decrease week over week (from 59,400,000 to 57,900,000). Among the largest underlying components of DEM, in trading today , and Mobile Telesystems OJSC (Symbol: MBT) is lower by about 1%.
a89e8368-d63d-4d28-b848-64d60c7ffcbb
727168.0
2014-12-05 00:00:00 UTC
Emerging Markets And State-Owned Enterprises
DEM
https://www.nasdaq.com/articles/emerging-markets-and-state-owned-enterprises-2014-12-05
nan
nan
By WisdomTree : By Jeremy Schwartz, CFA, Director Of Research & Tripp Zimmerman, CFA, Research Analyst When investors allocate to emerging markets, they typically do so through broad-based market cap-weighted exposure. More recently, investors have shown interest in specific cuts or subsets of the broader emerging markets, such as country rotation, high- dividend-yield strategies, small caps, low volatility and other investment strategies. We've seen growing interest in the degree of exposure to state-owned enterprises (SOE) in various investment strategies. State-owned enterprises are typically defined as companies that are either wholly or partially owned or operated by a government. Some investors believe that government ownership can negatively impact the operational aspects of a company because government-owned companies might be influenced by a broader set of interests, beyond generating profits for shareholders. In the figures below, we will take a detailed look at the state-owned enterprises in the emerging markets from both the composition and valuation perspectives. Also, we will introduce a new Index, the WisdomTree Emerging Markets Ex State Owned Enterprises (EMXSOE), designed to measure the performance of broad-based emerging market stocks that exclude state-owned companies. Characteristics Of State-Owned Enterprises State ownership levels can vary significantly among sectors and countries, depending both on a sector's significance for providing public goods or fostering economic growth and on the governmental structure. WisdomTree identified 424 companies out of an initial 3,000 companies as state-owned enterprises (SOE), with government owning more than 20% of shares. The SOEs had market cap of over $1.31 trillion, about 26% of the original universe's market cap of approximately $5.07 trillion. Figures 1 and 2 illustrate the market cap profiles of the SOE universe by sectors and countries. Ownership Concentrated among Public Good Sectors: Given that the Financials, Energy, Telecom and Utilities sectors are among the most systemically important sectors to economic development, we are not surprised that governments tend to play a more active role in these sectors. Less Ownership among Private Good Sectors: Currently, governments are less involved in the Consumer Discretionary and Consumer Staples, Information Technology and Health Care sectors. Companies in many consumer-focused sectors tend to be less vital to the strategic economic development and welfare of emerging market governments. These sectors also are often the focus for growth investors who see a burgeoning opportunity as emerging market consumers develop and increase their income and standard of living. China Displayed the Largest Government Involvement: Given China's communist background, it is not surprising that almost half of the SOE market cap companies are Chinese companies. A large percentage of the Chinese government's market cap ownership comes from the stakes it holds in the country's large financial institutions. These large state-owned banks are among the lowest-priced areas of the entire emerging markets, with average dividend yields over 6% and price-to- earnings (P/E) ratios below 5x. Russia Also Displayed Significant Government Involvement: Russia's socialist and communist history has led to noteworthy government ownership in the Energy and Financials sectors. Although the recent Ukrainian conflicts have further depressed valuations, the Russian Energy sector had already displayed depressed valuations compared to the broader emerging markets before the crisis. For example, Gazprom ( GZPFY ) and Rosneft ( RNFTF ), two of the largest state-owned energy companies, have dividend yields north of 5% and P/E ratios under 5x. Looking At The Companies Continuing our analysis, we will turn our focus toward companies in each classification. We will look at a few of the largest companies in each classification and then expand the analysis to a broader subset of emerging market equities. Sector and Country Composition: Six out of the ten largest SOEs by market cap are Chinese companies, and eight out of the ten are from the Energy and Financials sectors. The top four non-SOE companies are from the Information Technology sector, and the country list displays more diversification. Valuation Comparison Favors SOEs: Looking at the simple average of the top 10 companies in each classification reveals a significant yield advantage for SOEs of around 3.3% and a P/E discount of close to 50%. A Further Valuation Comparison Expanding our current analysis beyond some of the largest companies, we will look at median dividend yield and median P/E ratios for a broader set of emerging market equities. We will compare the median dividend yield and P/E ratios over time and try to determine if any historical relationship exists. SOEs Displayed Higher Dividend Yields: The current yield advantage is over 30 basis points (bps). It is important to note that the median dividend yields began to separate at the end of 2011; before that, they tracked pretty closely. Some analysts have argued that the divergence comes from governments that had strongly encouraged companies they own to increase their dividend payouts to help provide revenue during periods of sluggish economic growth. One example would be the Russian government, which has mandated state-owned companies to pay out 25% of their profits as dividends. SOEs Displayed Lower Valuations: The current P/E ratio is selling at a 20% discount. The P/E ratio, similar to dividend yields, began to separate in 2011 and has remained disconnected. While many factors may contribute to the discount, such as country of domicile or sector, most market participants may still require a lower valuation, due to the government's involvement and the belief that governments may not always be the best stewards of capital. Performance Tells Another Story Over the past five years, broad emerging market returns have lagged the U.S. markets cumulatively by over 80%. One of the major reasons for this underperformance has been the lackluster performance of the state-owned enterprises, which have dragged down broad index returns. State-Owned Enterprises Lagged: On a cumulative basis, over the most recent five years, SOEs lagged by over 27.5%. Also, on a three-year basis, SOEs lagged by a cumulative 9.7%, but over the last seven years, the returns differential decreases to around 6%. Obviously, past performance can't dictate future results, and, at times, state-owned enterprises performed better and were in favor. Reform Agenda Catalysts: A political reform agenda in state-dominated companies can often be a focal point for the relative performance of state-run companies. Brazil comes to mind here. On October 26, 2014, Brazil had an election in which Dilma Rousseff, who previously ran Petrobras ( PZE ), the largest company in Brazil, won a narrow victory over a candidate who was viewed as more market-reform oriented. Petrobras slumped 11% on the day after the election on the disappointment for a lack of reform with Rousseff staying in power (while the broader Bovespa Index was down 2.8%). Certainly there are other factors moving the markets here, but any signs of reform in Brazil certainly have affected the performance of Petrobras and other state-dominated companies, compared with the rest of Brazil's companies. WisdomTree Emerging Markets Ex State Owned Enterprises Index WisdomTree created a broad-based Index to emerging market stocks that are not state-owned enterprises. To WisdomTree, state- owned enterprises are defined as those having government ownership of more than 20% of outstanding shares. The Index employs a modified float-adjusted market capitalization weighting process to target the weights of countries in the universe prior to the removal of state-owned enterprises while also limiting sector deviations to 3% of the starting universe float- adjusted market. The application of this rule was intended to provide a type of beta exposure that targets the initial universe from a country perspective, once the state-owned companies have been removed. Eligible Universes: Must be incorporated or domiciled and have their shares listed on exchanges in one of the following countries: Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Malaysia, Mexico, Peru, Philippines, Poland, Russia, South Africa, South Korea, Taiwan, Thailand or Turkey. State-Owned Enterprises: Companies with more than 20% ownership by government body removed. Minimum Market Capitalization: $1.0 billion. Weighting: Modified float-adjusted market capitalization. Holding Caps and Weight Adjustments: Country Weights target weight equal to float-adjust market caps of universe prior to removal of SOEs; Sector Weights constrain differentials to 3% differentials from starting universe, after country adjustment. Information Technology Rises to the Top: Given emerging market governments' low involvement in the Information Technology sector, we are not surprised that the weights of some of the largest companies increase after the state-owned enterprises have been removed. Although the sector is well represented among the top five holdings, the Index caps sector differentials to 3%, compared to the starting universe, at each annual rebalance, in an effort to remain diversified and not take large sector risks. Positioning Compared To Other Emerging Markets Indexes Comparing the WisdomTree Emerging Markets Ex State Owned Enterprises Index to market cap emerging market exposure you will notice similar sector and country exposure, which is by design. Even with similar sector and country exposure, there are still differences in composition, valuations and other characteristics. In Figure 8, we show the similarities and differences against broad emerging market indexes and different emerging market subsets. Ex State Owned Enterprises Slightly More Expensive: Comparing the dividend yield and P/E ratios with the MSCI Emerging Markets (MSCI EM) Index shows Ex State Owned Enterprises to be slightly more expensive. Given the 30% greater exposure to state-owned enterprises in MSCI EM and that these companies were selling at more attractive valuations on a median basis, it is understandable that the Index valuations are more attractive. On the other hand, the Ex State Owned Enterprises Index displayed some of the highest growth expectations of the Indexes shown above. Firms that have exhibited higher growth typically trade at premium earnings multiples and they also have lower dividend yields because they reinvest the majority of their earnings. Dividend Weighting Increases State-Owned Enterprise Exposure Beyond Market Cap Weighting: The WisdomTree Emerging Markets Dividend Index (WTEMI) is a broad-based emerging market index that annually screens and weights companies by their cash dividends paid. As of the most recent annual rebalance, this process has increased exposure to state- owned enterprises, which makes sense to us, since these companies tend to be very large, and many have been increasing their dividend payouts over the past few years. Screening securities by dividend yield further increases an index's exposure to state-owned enterprises, as displayed by the WisdomTree Emerging Markets Equity Income Index's (WTEMHY) 50% weight. WTEMHY annually screens the top 30% of emerging market dividend payers and then weights them by their cash dividends paid. Compared with market cap weighting, this had led to an over-weight of Chinese state-owned financial firms and Russian state-owned energy firms, with both groups yielding over 5%. Consumer Growth-Focused and Small Cap Indexes Offer Lower SOE Exposure Than the MSCI EM Index: The WisdomTree Emerging Markets Consumer Growth Index seeks to measure the performance of companies with the ability to capitalize on emerging markets' consumer growth trends, while at the same time maintaining sensitivity to valuation. The Index over-weights the Consumer Discretionary and Consumer Staples sectors, which typically have low government participation, compared to the MSCI EM Index. Also, the Index excludes the Energy sector and large banks, so it is able to steer around the large state- owned energy and bank enterprises. The WisdomTree Emerging Markets Small Cap Dividend Index is another way to lower exposure to state-owned enterprises because the Index focuses on small capitalization dividend-paying equities, allowing it to avoid the largest state-owned companies. Conclusion As emerging market countries continue to grow and transform, investors will demand more ways to gain access to this unique asset class. Recently, some investors have expressed concern over state-owned enterprises and they have sought tools to limit their exposure, even after understanding the valuation differences. These investors are interested in concentrating their exposure on the private sector and accessing the higher growth potential. Although it is impossible to know which area will be more beneficial to focus on going forward, we think it is important to have different tools available, and the case for either exposure could be made, depending on an investor's goals and objectives. Dividends are not guaranteed, and a company's future ability to pay dividends may be limited. A company currently paying dividends may cease paying dividends at any time. Investments in emerging, offshore or frontier markets are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation and intervention or political developments. Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information visit wisdomtree.com. Read the prospectus carefully before you invest. There are risks associated with investing, including possible loss of principal. Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. Funds focusing their investments on certain sectors and/or smaller companies increase their vulnerability to any single economic or regulatory development. This may result in greater share price volatility. Investments in real estate involve additional special risks, such as credit risk, interest rate fluctuations and the effect of varied economic conditions. Please read the Fund's prospectus for specific details regarding the Fund's risk profile. WisdomTree Emerging Markets Ex State Owned Enterprises Index: Measures the performance of emerging market stocks that are not state-owned enterprises. State-owned enterprises are defined as government ownership of more than 20% of outstanding shares of companies. The Index employs a modified float-adjusted market capitalization-weighting process to target the weights of countries in the universe prior to the removal of state owned enterprises while also limiting sector deviations to 3% of the starting universe. WisdomTree Emerging Markets Consumer Growth Index: A fundamentally weighted index designed to measure the performance of emerging market equities that have a potential heightened sensitivity to increased emerging market consumption. Weighting is by earnings. WisdomTree Emerging Markets Dividend Growth Index: A fundamentally weighted index designed to track the performance of dividend-paying emerging market companies that WisdomTree believes have the potential to increase their dividends due to certain factors, which include estimated earnings growth, return on equity and return on assets. Weighting is by trailing 12-month cash dividends. WisdomTree Emerging Markets Dividend Index: A cash dividend-weighted index measuring the performance of dividend-paying equities incorporated in emerging markets. WisdomTree Emerging Markets Equity Income Index: A subset of the WisdomTree Emerging Markets Dividend Index measuring the performance of the higher-yielding stocks as measured by trailing 12-month dividend yields, weighted by cash dividends. WisdomTree Emerging Markets SmallCap Dividend Index: A subset of the WisdomTree Emerging Markets Dividend Index measuring the performance of the smallest firms by market capitalization weighted by cash dividends. MSCI Emerging Markets Index: A broad market cap-weighted index showing performance of equities across 23 emerging market countries defined as "emerging markets" by MSCI. S&P 500 Index: Market capitalization-weighted benchmark of 500 stocks selected by the Standard and Poor's Index Committee, designed to represent the performance of the leading industries in the United States economy. WisdomTree Funds are distributed by ALPS Distributors, Inc. Jeremy Schwartz and Tripp Zimmerman are registered representatives of ALPS Distributors, Inc. © 2014 WisdomTree Investments, Inc. "WisdomTree" is a registered mark of WisdomTree Investments, Inc. Jeremy Schwartz, Director of Research As WisdomTree's Director of Research, Jeremy Schwartz offers timely ideas and timeless wisdom on a bi-monthly basis. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the research and writing of Stocks for the Long Run and The Future for Investors. He is also the co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" and the Wall Street Journal article "The Great American Bond Bubble." Tripp Zimmerman, Research Analyst Tripp Zimmerman began at WisdomTree as a Research Analyst in February 2013. He is involved in creating and communicating WisdomTree's thoughts on the markets, as well as analyzing existing strategies and developing new approaches. Prior to joining WisdomTree, Tripp worked for TD Ameritrade as a fixed income specialist. Tripp also worked for Wells Fargo Advisors, TIAA-CREF and Evergreen Investments in various investment related roles. Tripp graduated from The University of North Carolina at Chapel Hill with a dual degree in Economics and Philosophy. Tripp is a holder of the Chartered Financial Analyst designation. See also CareTust Shines Like A Small-Cap Diamond In The Rough on seekingalpha.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Conclusion As emerging market countries continue to grow and transform, investors will demand more ways to gain access to this unique asset class. Some analysts have argued that the divergence comes from governments that had strongly encouraged companies they own to increase their dividend payouts to help provide revenue during periods of sluggish economic growth. Although it is impossible to know which area will be more beneficial to focus on going forward, we think it is important to have different tools available, and the case for either exposure could be made, depending on an investor's goals and objectives.
Conclusion As emerging market countries continue to grow and transform, investors will demand more ways to gain access to this unique asset class. Dividend Weighting Increases State-Owned Enterprise Exposure Beyond Market Cap Weighting: The WisdomTree Emerging Markets Dividend Index (WTEMI) is a broad-based emerging market index that annually screens and weights companies by their cash dividends paid. WisdomTree Emerging Markets Dividend Growth Index: A fundamentally weighted index designed to track the performance of dividend-paying emerging market companies that WisdomTree believes have the potential to increase their dividends due to certain factors, which include estimated earnings growth, return on equity and return on assets.
Conclusion As emerging market countries continue to grow and transform, investors will demand more ways to gain access to this unique asset class. Positioning Compared To Other Emerging Markets Indexes Comparing the WisdomTree Emerging Markets Ex State Owned Enterprises Index to market cap emerging market exposure you will notice similar sector and country exposure, which is by design. Dividend Weighting Increases State-Owned Enterprise Exposure Beyond Market Cap Weighting: The WisdomTree Emerging Markets Dividend Index (WTEMI) is a broad-based emerging market index that annually screens and weights companies by their cash dividends paid.
Conclusion As emerging market countries continue to grow and transform, investors will demand more ways to gain access to this unique asset class. Positioning Compared To Other Emerging Markets Indexes Comparing the WisdomTree Emerging Markets Ex State Owned Enterprises Index to market cap emerging market exposure you will notice similar sector and country exposure, which is by design. WisdomTree Emerging Markets Ex State Owned Enterprises Index: Measures the performance of emerging market stocks that are not state-owned enterprises.
1eadc6af-38da-42e2-887b-36f436046d71
727169.0
2014-11-25 00:00:00 UTC
Unique Emerging Market ETFs for Income Investors
DEM
https://www.nasdaq.com/articles/unique-emerging-market-etfs-income-investors-2014-11-25
nan
nan
Emerging markets have long been the bastion of growth-oriented investors that are looking to profit on a surge in economic activity, technology, or development. The unpredictable political, social, and corporate landscape of these nations lends themselves to a higher level of risk that may make conservative income investors more hesitant to engage. However, that same risk premium can often lend itself to higher yields or expected returns that make for an attractive opportunity. The key is examining the various emerging market stock and bond ETFs at our disposal to select an appropriate mix of assets for income and capital appreciation. Much to my surprise, one of the areas that has not been covered in the ETF universe is a multi-asset emerging market fund that provides exposure to both equity and fixed-income. If implemented correctly, this would provide an excellent vehicle for income investors to access with lower expected volatility and more consistent income. Instead, we can combine several ETFs to achieve a similar result within the context of a diversified portfolio. Emerging Market Bonds Despite the introduction of single-country or regional emerging market bonds, I still favor broad-based indexes as a core holding for income seekers. The iShares JP Morgan USD Emerging Market Bond ETF (EMB) or PowerShares Emerging Market Sovereign Debt Portfolio (PCY) provide exposure to a wide variety of sovereign debt from over 20 nations. Both funds offer a distribution yield in the neighborhood of 4.70% and have been in the top performing fixed-income sectors of 2014. Recent price action in emerging market bonds suggests some indecision as a sideways trend has taken hold. However, these ETFs have both continued to shower lower overall volatility and better returns than domestic high yield bonds of similar credit quality and yield. In addition, the recent rate cuts in countries such as China show that emerging market governments are taking a page out of the U.S. playbook to spur growth and enhance liquidity in their markets. It’s also worth noting the impact of currencies on emerging market fixed-income securities as well. The aforementioned EMB and PCY are both denominated in US dollars, which most investors prefer as it reduces currency fluctuation risk. A strong dollar and declining global FX market has been a headwind for local currency ETFs this year such as the iShares Emerging Markets Local Currency Bond Fund (LEMB). Emerging Market Stocks Emerging market indexes that focus on traditional dividend paying stocks have been largely underwhelming in recent years. The WisdomTree Emerging Markets Equity Income Fund (DEM) is the largest ETF in this space with more than $3.1 billion in total assets. Despite its size and commitment to fundamental stock selection criteria, this ETF has been weighed down by its country and sector allocations. Over the last 52-weeks, DEM has posted a loss of 6.25% despite a benchmark such as the Vanguard FTSE Emerging Market ETF (VWO) gaining 6.39%. One potential alternative to an established fund such as DEM is the WisdomTree Emerging Markets Dividend Growth Fund (DGRE). This ETF takes a slightly different tact by seeking out stocks of emerging market countries with long-term earnings and dividend growth expectations. This includes a diversified mix of 200 holdings with a heavy emphasis on consumer staples, technology, and telecommunications sectors. The current 30-day SEC yield on DGRE is listed at 2.94% and has the potential to increase over time as these companies return value to shareholders. Another innovative ETF in the emerging market equity-income space is the ALPS Emerging Sector Dividend Dogs ETF (EDOG). This relatively new strategy was released earlier this year and provides equal-weight exposure to all 10 major sectors. The fund accomplishes this by selecting 5 quality dividend paying stocks for every sector and capping individual country exposure at 5 eligible securities. This allows for a total diversified base of 50 companies with no single country or sector having an outsized pull on the total return of the fund. The current 30-day SEC yield of this ETF is listed at 3.78%. With the universe of eligible emerging market securities so vast, it’s worth taking the time to examine inventive index methodologies. They may provide a strong case for shifting a portion of your portfolio to areas of the globe that offer more value than U.S. markets. In addition, the higher yields can help support income needs during this low interest rate period. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The WisdomTree Emerging Markets Equity Income Fund (DEM) is the largest ETF in this space with more than $3.1 billion in total assets. Over the last 52-weeks, DEM has posted a loss of 6.25% despite a benchmark such as the Vanguard FTSE Emerging Market ETF (VWO) gaining 6.39%. One potential alternative to an established fund such as DEM is the WisdomTree Emerging Markets Dividend Growth Fund (DGRE).
One potential alternative to an established fund such as DEM is the WisdomTree Emerging Markets Dividend Growth Fund (DGRE). The WisdomTree Emerging Markets Equity Income Fund (DEM) is the largest ETF in this space with more than $3.1 billion in total assets. Over the last 52-weeks, DEM has posted a loss of 6.25% despite a benchmark such as the Vanguard FTSE Emerging Market ETF (VWO) gaining 6.39%.
The WisdomTree Emerging Markets Equity Income Fund (DEM) is the largest ETF in this space with more than $3.1 billion in total assets. Over the last 52-weeks, DEM has posted a loss of 6.25% despite a benchmark such as the Vanguard FTSE Emerging Market ETF (VWO) gaining 6.39%. One potential alternative to an established fund such as DEM is the WisdomTree Emerging Markets Dividend Growth Fund (DGRE).
The WisdomTree Emerging Markets Equity Income Fund (DEM) is the largest ETF in this space with more than $3.1 billion in total assets. Over the last 52-weeks, DEM has posted a loss of 6.25% despite a benchmark such as the Vanguard FTSE Emerging Market ETF (VWO) gaining 6.39%. One potential alternative to an established fund such as DEM is the WisdomTree Emerging Markets Dividend Growth Fund (DGRE).
48b3f25a-9ba8-430f-9955-2d3388344b32
727170.0
2014-11-05 00:00:00 UTC
DEM, FRI: Big ETF Inflows
DEM
https://www.nasdaq.com/articles/dem-fri-big-etf-inflows-2014-11-05
nan
nan
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the WisdomTree Emerging Markets Equity Income Fund ( DEM ), which added 14,100,000 units, or a 20.3% increase week over week. Among the largest underlying components of DEM, in morning trading today Mobile Telesystems ( MBT ) is off about 1.2%, and Lukoil Company ( LUKOY ) is lower by about 1.2%. And on a percentage change basis, the ETF with the biggest increase in inflows was the First Trust S&P REIT Index Fund ( FRI ), which added 3,900,000 units, for a 36.4% increase in outstanding units. Among the largest underlying components of FRI, in morning trading today Simon Property Group ( SPG ) is down about 0.6%, and Public Storage (PSA) is lower by about 0.3%. VIDEO: DEM, FRI: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the largest underlying components of DEM, in morning trading today Mobile Telesystems ( MBT ) is off about 1.2%, and Lukoil Company ( LUKOY ) is lower by about 1.2%. Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the WisdomTree Emerging Markets Equity Income Fund ( DEM ), which added 14,100,000 units, or a 20.3% increase week over week. VIDEO: DEM, FRI: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Among the largest underlying components of DEM, in morning trading today Mobile Telesystems ( MBT ) is off about 1.2%, and Lukoil Company ( LUKOY ) is lower by about 1.2%. VIDEO: DEM, FRI: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the WisdomTree Emerging Markets Equity Income Fund ( DEM ), which added 14,100,000 units, or a 20.3% increase week over week.
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the WisdomTree Emerging Markets Equity Income Fund ( DEM ), which added 14,100,000 units, or a 20.3% increase week over week. VIDEO: DEM, FRI: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Among the largest underlying components of DEM, in morning trading today Mobile Telesystems ( MBT ) is off about 1.2%, and Lukoil Company ( LUKOY ) is lower by about 1.2%.
Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the WisdomTree Emerging Markets Equity Income Fund ( DEM ), which added 14,100,000 units, or a 20.3% increase week over week. Among the largest underlying components of DEM, in morning trading today Mobile Telesystems ( MBT ) is off about 1.2%, and Lukoil Company ( LUKOY ) is lower by about 1.2%. VIDEO: DEM, FRI: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
a714db9b-dbb0-4644-b4da-c91b35c0cd94
727171.0
2014-10-29 00:00:00 UTC
4 International Dividend ETFs To Buy
DEM
https://www.nasdaq.com/articles/4-international-dividend-etfs-buy-2014-10-29
nan
nan
By Aaron Levitt, InvestorPlace Contributor Despite the recent calls and predictions for the Federal Reserve to raise interest rates, Yellen & Crew haven’t done so yet. And even when they do, the Fed isn’t going to go from zero to 15% overnight. So finding reliable income remains a top concern for investors going forward. And a great way to find that income is thorough international dividend ETFs. PLUS: 3 Chemical Stocks to Buy for Growth, Hold for Dividends Exchanged-traded funds (ETFs) offer investors broad, cheap and daily tradable access to some of the world’s best dividend payers. And as fellow InvestorPlace contributor Daniel Putnam recently outlined, international dividend ETFs could be your best friends. Higher dividend yields, dollar diversification as well as attractive valuations await investors willing to cross the pond and take a look at international dividend ETFs. And considering that low interest rates — even when the Fed raises them — are still here to stay, these dividend ETFs are worth serious consideration. But how do you know which fund is the right choice for you? Luckily, we’ve done the leg work for you. Here are four of the best international dividend ETFs to buy today. iShares International Select Dividend ETF (IDV) Yield: 4.9% Part of BlackRock’s (BLK) core lineup for iShares, the iShares International Select Dividend ETF (IDV) could be one of the best places to start when it comes to international dividend ETFs. The $4.3 billion ETF is one of the largest dedicated to the sector. IDV tracks the Dow Jones EPAC Select Dividend Index, which is a measure of high-dividend-paying equities in non-U.S. developed markets. The intentional dividend ETF tracks high-paying equities and screens for those that have consistently paid those dividends over longer periods of time. That currently creates a portfolio 100 different non-U.S. stocks — like pharmaceutical firm AstraZeneca PLC (AZN) and French telecom Orange (ORAN). It also provides IDV with a strong 4.9% dividend yield. That’s more than double the S&P 500’s current dividend yield of around 1.8%. As far as performance, IDV hasn’t been too shabby. Over the last 5 years, the international dividend ETF has managed to produce an annual total return of nearly 8%. And as part of iShares core line, IDV’s expenses are pretty cheap as well. Currently, the international dividend ETF only charges 0.5% — or $50 annually per $10,000 invested. FlexShares International Quality Dividend ETF (IQDF) Yield: 3.9% Not every stock that pays a high dividend yield is a good buy. In fact, sometimes a high yield can single problems at the company. To that end, finding “quality” dividend payers is equally as important as searching for high yields. The FlexShares International Quality Dividend ETF (IQDF) is one of the new smart-beta ETFs to crop up in recent months. The international dividend ETF attempts to circumvent issues with just owning high yielding stocks by applying various screens. IQDF uses a proprietary scoring model that determines a “quality factor” of the underlying dividend payers. By looking at cash flows, earnings, revenue growth and management governance issues, the ETF should help prevent hiccups and avoid drops in dividends. The $267 million ETF currently tracks 210 different developed market divided payers that meet its quality requirements. The focus on quality helps on two fronts. First, the fund yields a healthy 3.9%. Secondly, IQDF has managed to put up an impressive performance in its short lifespan. Since its inception in April of last year, the international dividend ETF has managed to produce a return of 7.68%. That’s not a bad gain in such a short amount of time. IQDF has a net expense ratio of just 0.48%. WisdomTree Emerging Markets Equity Income ETF (DEM) Yield: 4.5% The general perception is that emerging markets are risky and full of potentially “immature” companies. However, these international markets can be a fertile hunting for dividend investors and feature some great yields. One of the key reasons is that many emerging market stocks actually feature huge founder and family ownership structures. Dividends represent one of the best ways for these owners to profit from their investment. The $3.2 billion WisdomTree Emerging Markets Equity Income ETF (DEM) is still one of the best ways to play emerging market dividend payers. The international dividend ETF tracks 340 different companies — many of which U.S. investors have never heard of. Padini Holdings? How about Tung Ho Steel? The benefit of using DEM to gain access to these emerging market dividend payers is getting a 4.5% distribution yield and 23% return since DEM’s inception in 2007. That return beats the pants off many “regular” emerging markets ETFs. The only real drawback to owning this international dividend ETF is DEM’s cost of ownership. The ETFs expenses are a bit on the high side at 0.63%. iShares International Developed Real Estate ETF (IFGL) Yield: 11.6% Just like here in the U.S., some sectors outside our borders naturally yield more than others. One of the best income producers is commercial real estate. The number of nations that have adopted the real estate investment trust (REIT) structure continues to grow and capitalizing on that is the iShares International Developed Real Estate ETF (IFGL). IFGL tracks 190 different intentional REITS, Real Estate Operating companies (REOs) and other global property owners. And like U.S. REITs, these firms pass on the majority of their income back towards investors in exchange for tax benefits. Yields for international REIT ETFs are a bit tricky, because distributions can vary greatly from quarter to quarter. For example: Based on IFGL’s most recent distribution, the fund yields about 2.4%. But if you average the distributions from the past four quarters, that yield spikes to an eye-popping 11.6%! Aside from the yield, IFGL provides access to uncorrelated asset class that most U.S. investors have zero exposure to. Expenses for the ETF run a relatively cheap 0.48%. Considering IFGL’s huge yield and the fact that it’s one of the only funds that bets on international real estate, that expense ratio actually makes it quite a bargain. As of this writing, Aaron Levitt was is long IFG. Plus: Tim Cook Reveals Why AAPL Axed the Apple iPod Classic TSLA News: Tesla Lease Terms Just Got More Attractive YouTube Considers Letting Users Pay for an Ad-Free Version The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets Equity Income ETF (DEM) Yield: 4.5% The general perception is that emerging markets are risky and full of potentially “immature” companies. The $3.2 billion WisdomTree Emerging Markets Equity Income ETF (DEM) is still one of the best ways to play emerging market dividend payers. The benefit of using DEM to gain access to these emerging market dividend payers is getting a 4.5% distribution yield and 23% return since DEM’s inception in 2007.
WisdomTree Emerging Markets Equity Income ETF (DEM) Yield: 4.5% The general perception is that emerging markets are risky and full of potentially “immature” companies. The $3.2 billion WisdomTree Emerging Markets Equity Income ETF (DEM) is still one of the best ways to play emerging market dividend payers. The benefit of using DEM to gain access to these emerging market dividend payers is getting a 4.5% distribution yield and 23% return since DEM’s inception in 2007.
WisdomTree Emerging Markets Equity Income ETF (DEM) Yield: 4.5% The general perception is that emerging markets are risky and full of potentially “immature” companies. The $3.2 billion WisdomTree Emerging Markets Equity Income ETF (DEM) is still one of the best ways to play emerging market dividend payers. The benefit of using DEM to gain access to these emerging market dividend payers is getting a 4.5% distribution yield and 23% return since DEM’s inception in 2007.
The $3.2 billion WisdomTree Emerging Markets Equity Income ETF (DEM) is still one of the best ways to play emerging market dividend payers. The benefit of using DEM to gain access to these emerging market dividend payers is getting a 4.5% distribution yield and 23% return since DEM’s inception in 2007. WisdomTree Emerging Markets Equity Income ETF (DEM) Yield: 4.5% The general perception is that emerging markets are risky and full of potentially “immature” companies.
ae47ad26-2095-4639-8325-e14b451732d2
727172.0
2014-08-21 00:00:00 UTC
LUKOY Makes Bullish Cross Above Critical Moving Average
DEM
https://www.nasdaq.com/articles/lukoy-makes-bullish-cross-above-critical-moving-average-2014-08-21
nan
nan
In trading on Thursday, shares of Lukoil Oil Company (Symbol: LUKOY) crossed above their 200 day moving average of $57.58, changing hands as high as $57.90 per share. Lukoil Oil Company shares are currently trading up about 0.8% on the day. The chart below shows the one year performance of LUKOY shares, versus its 200 day moving average: Looking at the chart above, LUKOY's low point in its 52 week range is $49.69 per share, with $66.66 as the 52 week high point - that compares with a last trade of $57.88. According to the ETF Finder at ETF Channel, LUKOY makes up 239.74% of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) which is trading higher by about 0.1% on the day Thursday. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
According to the ETF Finder at ETF Channel, LUKOY makes up 239.74% of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) which is trading higher by about 0.1% on the day Thursday. In trading on Thursday, shares of Lukoil Oil Company (Symbol: LUKOY) crossed above their 200 day moving average of $57.58, changing hands as high as $57.90 per share. The chart below shows the one year performance of LUKOY shares, versus its 200 day moving average: Looking at the chart above, LUKOY's low point in its 52 week range is $49.69 per share, with $66.66 as the 52 week high point - that compares with a last trade of $57.88.
According to the ETF Finder at ETF Channel, LUKOY makes up 239.74% of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) which is trading higher by about 0.1% on the day Thursday. In trading on Thursday, shares of Lukoil Oil Company (Symbol: LUKOY) crossed above their 200 day moving average of $57.58, changing hands as high as $57.90 per share. The chart below shows the one year performance of LUKOY shares, versus its 200 day moving average: Looking at the chart above, LUKOY's low point in its 52 week range is $49.69 per share, with $66.66 as the 52 week high point - that compares with a last trade of $57.88.
According to the ETF Finder at ETF Channel, LUKOY makes up 239.74% of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) which is trading higher by about 0.1% on the day Thursday. In trading on Thursday, shares of Lukoil Oil Company (Symbol: LUKOY) crossed above their 200 day moving average of $57.58, changing hands as high as $57.90 per share. The chart below shows the one year performance of LUKOY shares, versus its 200 day moving average: Looking at the chart above, LUKOY's low point in its 52 week range is $49.69 per share, with $66.66 as the 52 week high point - that compares with a last trade of $57.88.
According to the ETF Finder at ETF Channel, LUKOY makes up 239.74% of the WisdomTree Emerging Markets Equity Income Fund ETF (Symbol: DEM) which is trading higher by about 0.1% on the day Thursday. In trading on Thursday, shares of Lukoil Oil Company (Symbol: LUKOY) crossed above their 200 day moving average of $57.58, changing hands as high as $57.90 per share. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
8281d19b-12f8-48f1-8c01-50f354509b42
727173.0
2014-05-22 00:00:00 UTC
Overseas Dividend ETFs Trump U.S. For Income
DEM
https://www.nasdaq.com/articles/overseas-dividend-etfs-trump-us-income-2014-05-22
nan
nan
Equity income investors are running into a key problem when constructing a diversified portfolio of dividend-paying stocks. The crux of the issue is that prices have risen to a point where the major domestic dividend indexes are now yielding a meager 3%. The iShares Select Dividend ETF (DVY) and Vanguard High Yield Dividend ETF (VYM) are both constructed of high quality companies that are characterized by their above-average dividend yields. However, both of these widely-owned ETFs have now seen their annual yields fall close to 3% and are in danger of slipping even farther. While the last several years of growth have been exceptional for these ETFs and their underlying stocks, the pace of dividend growth has not been able to keep up with stock price gains. With many retirees and other conservative investors relying on their portfolio to generate a healthy income stream, a focus solely on domestic stocks leaves a lot to be desired. One option is to diversify your portfolio with high yield asset classes such as REITs, preferred stocks, MLPs, and junk bonds. While that makes perfect sense in the context of a multi-asset solution, many of those areas are going to be subject to unique risks such as interest rate direction and credit concerns. Fortunately there are a number of overseas dividend options that may provide both better yield and a more attractive valuation proposition than domestic equities. One ETF that has been a core holding in my clients' income portfolios for some time now is the iShares International Select Dividend ETF (IDV). This ETF is made up of 100 stocks of foreign developed companies primarily centered around Europe with a modest allocation to Australia as well. The current distribution yield on IDV is 4.28% and dividends are paid on a quarterly basis. Another developed international ETF to consider for equity income is the First Trust STOXX European Select Dividend Index Fund (FDD). This ETF selects just 30 companies from the STOXX Europe 600 Index according to their dividend history and other fundamental metrics. Companies are then dividend weighted within the ETF which produces a current yield of 3.91%. In addition, the listed Price/Earnings ratio of FDD is 12.27 as of 4/30/14, while DVY has a relatively expensive P/E of 19.32. Moving farther down the relative valuation spectrum is the WisdomTree Emerging Markets Equity Income Fund (DEM). DEM has nearly $3.9 billion invested in 315 dividend paying stocks of emerging market countries such as Russia, China, and Taiwan. This ETF is also dividend weighted and holdings must meet liquidity and market capitalization requirements. Emerging markets have vastly underperformed domestic and developed country peers over the last several years which may make them attractive for a reflation comeback. The financial and energy sectors make up the bulk of the underlying companies in DEM and the current yield is listed at 4.20%. One thing to note with international equities is that the quarterly dividends often experience peaks and valleys throughout the year. This lumpy income stream is due to companies distributing special dividends and fiscal year-end distributions that may not coincide with the relatively steady pace of domestic stocks. Keep in mind; this can also lead to misguided metrics when comparing the varying yield statistics which is why you should carefully research the dividend histories of these ETFs. Investing in international markets can be an excellent way to diversify your equity income portfolio and offers the potential for enhanced returns as well. While I don’t recommend abandoning U.S. dividend-paying ETFs, you may want to consider complementing those holdings with select international positions. In addition, with the recent return of global equity volatility, newcomers to these themes would be well served to implement a stop loss or sell discipline to limit downside risk. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Moving farther down the relative valuation spectrum is the WisdomTree Emerging Markets Equity Income Fund (DEM). DEM has nearly $3.9 billion invested in 315 dividend paying stocks of emerging market countries such as Russia, China, and Taiwan. The financial and energy sectors make up the bulk of the underlying companies in DEM and the current yield is listed at 4.20%.
Moving farther down the relative valuation spectrum is the WisdomTree Emerging Markets Equity Income Fund (DEM). DEM has nearly $3.9 billion invested in 315 dividend paying stocks of emerging market countries such as Russia, China, and Taiwan. The financial and energy sectors make up the bulk of the underlying companies in DEM and the current yield is listed at 4.20%.
Moving farther down the relative valuation spectrum is the WisdomTree Emerging Markets Equity Income Fund (DEM). DEM has nearly $3.9 billion invested in 315 dividend paying stocks of emerging market countries such as Russia, China, and Taiwan. The financial and energy sectors make up the bulk of the underlying companies in DEM and the current yield is listed at 4.20%.
Moving farther down the relative valuation spectrum is the WisdomTree Emerging Markets Equity Income Fund (DEM). DEM has nearly $3.9 billion invested in 315 dividend paying stocks of emerging market countries such as Russia, China, and Taiwan. The financial and energy sectors make up the bulk of the underlying companies in DEM and the current yield is listed at 4.20%.
fec2b927-2741-4658-a8d1-8f105ca68547
727174.0
2014-05-05 00:00:00 UTC
EGShares Launches Blue Chip Emerging Market ETF - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/egshares-launches-blue-chip-emerging-market-etf-etf-news-and-commentary-2014-05-05
nan
nan
Thanks to the end of the cheap money era, emerging market ETFs saw a massive outflow of funds last year. However, things are beginning to shape up well this year for the emerging market space. Valuation concerns in some of the high flying sectors like technology and biotech have led investors to dump high growth stocks in search of cheaper equities (read: 3 Emerging Market ETFs Off to a Great Start in 2014 ). And thanks to this search, investors are pouring a huge amount of money into emerging market ETFs, which are trading at quite attractive levels. Issuers are also coming up with new product launches. Earlier in the year, ALPS launched Emerging Sector Dividend Dogs ETF ( EDOG ) targeting the emerging market space. Meanwhile, EGShares, after launching three new funds targeting the emerging market bond space a few months earlier, has recently launched another ETF for emerging market exposure. The new member of the EGShares fund family hit the market on April 23, 2014 and trades under the name of EGShares Blue Chip ETF under the symbol of BCHP (read: EGShares Launches 3 Targeted Bond ETFs ). BCHP in Focus The fund seeks to offer exposure to the developing world via blue-chip companies that are based in the developed world by tracking the EGAI Developed Markets Blue Chip EM Access index. The equally-weighted index measures the market performance of developed market companies that derive quality, meaningful and growing revenues from the emerging markets. This focus results in the index holding a basket of 30 well-diversified companies. QUALCOMM Incorporated, Rio Tinto plc and Anheuser-Busch Inbev SA are the top three holdings, each having a 3.33% exposure in the fund. However, as far as sector allocation is concerned, the fund is quite heavily weighted towards its top three sectors - Consumer Staples, Consumer Discretionary and Industrials - which together form roughly 57% of total fund allocation. Considering country-wise allocation, United States takes the top spot having 36.7% allocation, followed by U.K. and Switzerland having 13.3% and 10% allocation respectively. The fund has accumulated roughly $2 million and charges 60 basis points as fees (see all Broad Emerging Market ETFs here ). How does it fit in a portfolio? For investors still having faith in the emerging market growth story, this fund can be a good choice to invest in. According to the issuer, "emerging market subsidiary operations have delivered roughly double the revenue and earnings growth of their multinational parents" in the past and as such this might be a good way to access the growing opportunities in the emerging market space. Moreover, the fund is well diversified as far as individual stocks are concerned. However, investors should note that the product is a bit concentrated from both a sector and nation perspective, while expenses are reasonable. ETF Competition While the fund looks to invest in the emerging market space via blue-chip companies based in the developed world, there are a handful of other products that invest in the emerging markets directly. Hence, it might be difficult for BCHP to build assets, though some who want a lower risk play on emerging nations might choose this fund for exposure. The emerging market equities space is primararily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - with the funds managing a whopping $42.9 billion and $35.7 billion, respectively. While VWO charges far less than BCHP, EEM charges slightly higher fees of 67 basis points (read: India ETFs: Can the Surge Continue after Elections? ). There are a few other products as well such as iShares Core MSCI Emerging MarketsETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ), which could pose threats to this newly launched fund by EGShares. Though the fund's idea of indirectly investing in the emerging market space by buying large cap companies based in the developed markets might help it to garner some more assets, it still looks to be a difficult fight in the increasingly crowded emerging market equity segment. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> EGS-BLUE CHIP (BCHP): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
There are a few other products as well such as iShares Core MSCI Emerging MarketsETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ), which could pose threats to this newly launched fund by EGShares. Click to get this free report >> EGS-BLUE CHIP (BCHP): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. And thanks to this search, investors are pouring a huge amount of money into emerging market ETFs, which are trading at quite attractive levels.
There are a few other products as well such as iShares Core MSCI Emerging MarketsETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ), which could pose threats to this newly launched fund by EGShares. Click to get this free report >> EGS-BLUE CHIP (BCHP): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. The emerging market equities space is primararily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - with the funds managing a whopping $42.9 billion and $35.7 billion, respectively.
There are a few other products as well such as iShares Core MSCI Emerging MarketsETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ), which could pose threats to this newly launched fund by EGShares. Click to get this free report >> EGS-BLUE CHIP (BCHP): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. The emerging market equities space is primararily dominated by two large players - Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ) - with the funds managing a whopping $42.9 billion and $35.7 billion, respectively.
There are a few other products as well such as iShares Core MSCI Emerging MarketsETF ( IEMG ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ), which could pose threats to this newly launched fund by EGShares. Click to get this free report >> EGS-BLUE CHIP (BCHP): ETF Research Reports WISDMTR-EM EQ I (DEM): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. Issuers are also coming up with new product launches.
eacfddea-d76e-4622-87e6-5f2c415aaabf
727175.0
2014-04-04 00:00:00 UTC
ALPS Debuts Dividend ETF in Emerging Market Space - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/alps-debuts-dividend-etf-in-emerging-market-space-etf-news-and-commentary-2014-04-04
nan
nan
Emerging markets might have been broadly out of favor this year thanks to their heightened vulnerability to the Fed's QE taper process, but this hasn't dissuaded ETF sponsors from putting out new products in the space. However, considering the present fragile scenario, fund issuers seek to tap this corner of the market where one can be assured of some steady payouts. And what could be a better option for a regular source of assured income other than dividend investing? To quench investors' yield thirst at a time when bond yields are rising in the U.S., marring the appeal for dividend investing back home, ALPS is introducing a dividend product in the emerging market space. The new member in ALPS' fund family hit the market on March 28, 2014 and trades under the name of The ALPS Emerging Sector Dividend Dogs ETF (EDOG). Notably, ALPS seems keen on designing dividend products. Prior to this, it had rolled out similar themed products on the U.S. and international markets under the name of ALPS Sector Dividend Dogs ETF (SDOG) and ALPS International Sector Dividend Dogs ETF (IDOG) (read: ALPS Launches Sector Dividend Dogs ETF (SDOG) ). EDOG in Focus The product will track the S-Network Emerging Sector Dividend Dogs Index, which will give exposure to a basket of large-cap and high yield stocks domiciled in emerging markets. The index takes up an equal-weighted approach in order to assign weights to securities. The index applies the 'Dogs of the Dow' Theory in stock selection process. The index takes the top five dividend yielders in each of the 10 Global Industry Classification Standard ("GICS") sectors making up the S-Network Emerging Markets for inclusion in the final portfolio. EDOG looks to fully replicate the underlying index which is rebalanced quarterly. The product looks to hold about 50 stocks with this approach. The stocks are picked up from about 16 counties. The ETF offers a solid level of diversification as both sector and country exposure is limited to five securities. The fund puts less than 25% of its total assets in the top 10 holdings thus indicating low company specific concentration risk (read: First Trust Launches 3 Innovative Income ETFs ). No stock accounts for more than 2.18% of the basket. FOSCHINI GROUP LTD, CEZ and Ecopetrol SA occupy the top three positions. Information Technology, Consumer Staples and Industrials are the top three sectors of the portfolio. The new product looks to charge investors 60 basis points a year in fees. Concentration risk from the national perspective appears not very high with Brazil, China and Turkey - top three players - accounting for weights in excess of 10%. Several other nations round out the top seven -including Thailand, Malaysia, South Africa and Indonesia with above 8% exposure - which also look more or less equally weighted. However, about six nations receive less than 2.5% of the total portfolio each, pointing to moderate geographic concentration. How does it fit in a portfolio? Obviously, this ETF is designed to be an income solution for investors. It could also offer investors an offbeat way to play emerging markets (read: Emerging Markets Dividend ETFs for Income, Growth & Diversification ). Further, though the Fed has hinted at an eventual rise in interest rates, the hike is unlikely to hit before mid 2015. Till then, investors can easily look for some other high-yielding avenues. Also, thanks to the nagging taper fear since mid last year, many of the emerging market equities have seen huge sell-offs and are trading at cheap valuations at the current level. Thus, through EDOG, investors may be able to take in some capital appreciation (hopefully) along with a steady stream of current income. The appeal of the 'dogs theory' in any market is less likely to be ruled out by a host of income-centric investors, especially those who are looking for strong levels of diversification across sectors. Competition While EDOG may have some favorable metrics, the ETF will be facing some competition for assets in the dividend-focused emerging ETF market. However, the space is still not overcrowded with a handful of ETFs operating in this specialized emerging market segment (read: EGShares Launches New Emerging Market Dividend ETF ). The most popular product in the space is the WisdomTree Emerging Markets Equity Income Fund (DEM) which also ranks third (with about $4.0 billion of assets) in the overall emerging market space. The second best product SPDR S&P Emerging Markets Dividend ETF (EDIV) also has decent daily trading volume levels and ample assets under management. There are a few other products like iShares Emerging Markets Dividend ETF (DVYE),Low Volatility Emerging Markets Dividend ETF ( HILO ) and EGShares Emerging Markets Dividend Growth ETF ( EMDG ) which could pose threats to this newly launched ALPS ETF. Barring EMDG, all of the new ALPS fund's competitors pay dividend yields in the range of 4.50% to 5.20%. So, EDOG needs to offer a sizable yield to attract investors' attention. Expense-ratio wise, EDOG looks reasonable as it charges less than many of its immediate peers. Bottom Line The fund might stumble to start its journey on broader emerging market weakness. But we believe that emerging market sell-offs will complete at some point of time this year and when these products bottom out, EDOG should be able to catch up and amass investors' assets in hopes of a run-up once more in this space. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The most popular product in the space is the WisdomTree Emerging Markets Equity Income Fund (DEM) which also ranks third (with about $4.0 billion of assets) in the overall emerging market space. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. Emerging markets might have been broadly out of favor this year thanks to their heightened vulnerability to the Fed's QE taper process, but this hasn't dissuaded ETF sponsors from putting out new products in the space.
Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. The most popular product in the space is the WisdomTree Emerging Markets Equity Income Fund (DEM) which also ranks third (with about $4.0 billion of assets) in the overall emerging market space. Prior to this, it had rolled out similar themed products on the U.S. and international markets under the name of ALPS Sector Dividend Dogs ETF (SDOG) and ALPS International Sector Dividend Dogs ETF (IDOG) (read: ALPS Launches Sector Dividend Dogs ETF (SDOG) ).
Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. The most popular product in the space is the WisdomTree Emerging Markets Equity Income Fund (DEM) which also ranks third (with about $4.0 billion of assets) in the overall emerging market space. Prior to this, it had rolled out similar themed products on the U.S. and international markets under the name of ALPS Sector Dividend Dogs ETF (SDOG) and ALPS International Sector Dividend Dogs ETF (IDOG) (read: ALPS Launches Sector Dividend Dogs ETF (SDOG) ).
The most popular product in the space is the WisdomTree Emerging Markets Equity Income Fund (DEM) which also ranks third (with about $4.0 billion of assets) in the overall emerging market space. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports ALPS-EM S DV DG (EDOG): ETF Research Reports EGS-LO VT EM DV (HILO): ETF Research Reports ALPS-IN S DV DG (IDOG): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. To quench investors' yield thirst at a time when bond yields are rising in the U.S., marring the appeal for dividend investing back home, ALPS is introducing a dividend product in the emerging market space.
807fc28e-9c26-406c-861e-cb117acc8f25
727176.0
2014-03-06 00:00:00 UTC
iShares Plans New Type of Emerging Market ETFs - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/ishares-plans-new-type-of-emerging-market-etfs-etf-news-and-commentary-2014-03-06
nan
nan
2014 continues to see rough trading in the emerging markets. The onset of QE taper and concerns about a slowdown in the Chinese economy have led to panic in the developing corners of the world (read: 3 ETFs Tumble Most on Emerging Market Sell-Off ). However, even amid such worries, issuers are not abstaining from filing funds focused on these nations. Most recently, iShares has filed for two ETFs focusing on the emerging market space. Proposed Funds in Focus Though both of the funds - iShares MSCI USA with EM Exposure ETF and the iShares MSCI World Ex USA with EM Exposure ETF - look to focus on the emerging markets, there is a slight difference between the two. The iShares MSCI USA with EM Exposure ETF looks to track the performance of companies in the U.S. that derive the highest propor
The onset of QE taper and concerns about a slowdown in the Chinese economy have led to panic in the developing corners of the world (read: 3 ETFs Tumble Most on Emerging Market Sell-Off ). Proposed Funds in Focus Though both of the funds - iShares MSCI USA with EM Exposure ETF and the iShares MSCI World Ex USA with EM Exposure ETF - look to focus on the emerging markets, there is a slight difference between the two. The iShares MSCI USA with EM Exposure ETF looks to track the performance of companies in the U.S. that derive the highest propor
Most recently, iShares has filed for two ETFs focusing on the emerging market space. Proposed Funds in Focus Though both of the funds - iShares MSCI USA with EM Exposure ETF and the iShares MSCI World Ex USA with EM Exposure ETF - look to focus on the emerging markets, there is a slight difference between the two. The iShares MSCI USA with EM Exposure ETF looks to track the performance of companies in the U.S. that derive the highest propor
The onset of QE taper and concerns about a slowdown in the Chinese economy have led to panic in the developing corners of the world (read: 3 ETFs Tumble Most on Emerging Market Sell-Off ). Most recently, iShares has filed for two ETFs focusing on the emerging market space. Proposed Funds in Focus Though both of the funds - iShares MSCI USA with EM Exposure ETF and the iShares MSCI World Ex USA with EM Exposure ETF - look to focus on the emerging markets, there is a slight difference between the two.
2014 continues to see rough trading in the emerging markets. The onset of QE taper and concerns about a slowdown in the Chinese economy have led to panic in the developing corners of the world (read: 3 ETFs Tumble Most on Emerging Market Sell-Off ). Proposed Funds in Focus Though both of the funds - iShares MSCI USA with EM Exposure ETF and the iShares MSCI World Ex USA with EM Exposure ETF - look to focus on the emerging markets, there is a slight difference between the two.
aae298ca-5d4d-4ad0-8213-c2a51df91f00
727177.0
2014-01-02 00:00:00 UTC
Should Investors Avoid Emerging Market ETFs in 2014? - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/should-investors-avoid-emerging-market-etfs-in-2014-etf-news-and-commentary-2014-01-02
nan
nan
Emerging market investments, once a favorite investing destination, has mostly seen a pathetic 2013 thanks to the taper talk by the Federal Reserve. The fears deepened again when the Fed finally decided on a modest tapering (worth $10 billion per month) starting in January 2014. Domestic capacity constraints, falling currencies, higher inflation, and the expected cease of cheap dollar on the 'QE Taper' weighed on emerging markets this year. Most of the emerging markets funds closed out 2013 in the red with top ETFs like Vanguard FTSE Emerging Markets ETF ( VWO ), iShares MSCI Emerging Markets Index Fund ( EEM ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) shedding more-or-less 10%. If these were not enough, Goldman Sachs ' (GS) warning on emerging market investing was another nail in the coffin. In a recent report, the bank forecasted "the strong possibility of significant underperformance and heightened volatility over the next five to 10 years". This investment banking firm also suggested investors with 'moderate' risk tolerance to cut down their emerging market holdings by one-third i.e.; from 9% to 6% of the overall portfolio (read: 2 Worst Performing Emerging Markets ETFs This Year ). Behind Goldman's Skepticism In its 59-page report, Goldman argued that emerging market outperformance from 2003 to 2007 was due to some specific economic tailwinds which are unlikely to resurface. Rather than holding the Fed taper talk solely responsible for the recent underperformance, Goldman pointed to the structural problems in those nations. As per Goldman, the downside in investors' perception about emerging markets has been noticed due to high volatility as well as the lower-than-expected growth rate and the subsequent returns. "The over-involvement of governments in their economies, increasing reliance on commodities and unfavorable demographic trends" of some big nations are crippling growth (read: Emerging Markets = Imploding Markets? ). This global investment bank now expects only "low single-digit" returns out of emerging market debt in 2014 with profits and losses around 10%. The banking giant predicts "high single-digit" returns for stocks, with gains or losses of approximately 20%. Our Take Though worries are definitely building up on emerging markets in next year's taper-stricken environment, investors should note that the emerging markets have already taken much of the taper shock in stride. In fact, broader emerging funds like EEM, VWO and DEM have gained, though marginally, in the last five days following the announcement of modest tapering. In such a situation, investors should be extra careful before investing in those countries. While picking nations, the only criterion should be better inherent strength rather than too much of a dependence on foreign capital (read: 3 Emerging Markets ETFs in Focus on Improved Data ). Secondly, though the Fed will scale back the QE program, the bulk of the stimulus ($75 billion a month) still remains in place. The Fed Chairman, Ben Bernanke commented that the bond buying program will be curtailed in phases in 2014 if improvement in the labor market is in accordance with their expectation and might be completed by late 2014 (read: Fed Tapers Bond Purchases: 3 ETFs in Focus on the News ). Thus, we believe that there is still time before one gets too bearish on emerging nations. Investors having a strong stomach for risks might consider buying some selective emerging market products. We have highlighted three options below. The trio has a great Zacks ETF Rank of '2' (Buy) and could be interesting picks at least for the near term. Vanguard FTSE Emerging Markets ETF ( VWO ) in Focus This ETF is the most popular and the largest fund in the emerging market space and manages a huge asset base of $46.0 billion. With annual fees of 18 basis points it is also one of the cheapest within its category. China and Taiwan comprise about one-fourth of the total holdings. The product holds a basket of 922 stocks, with the concentration level in the top 10 holdings at 16.7%. VWO has shot up 10.23% in the past 6-month period. Core MSCI Emerging Markets ETF ( IEMG ) in Focus IEMG looks to track the MSCI Emerging Markets Investable Market Index which is a capitalization-weighted index. In its 1,750-stock portfolio, the top 10 holdings account for 14.6% thus calling for low concentration risks. So far, the fund has generated AUM of $3.2 billion. China, South Korea and Taiwan account for around 45% of the total assets. The ETF also charges only 18 bps in fees a year. The fund lost 6.3% in YTD frame (as of December 24) while it gained 10.7% in the last 6-month period. S&P Emerging Markets Low Volatility Portfolio ( EELV ) in Focus This ETF - tracking the S&P BMI Emerging Markets Low Volatility Index - invests about $222.5 million of assets in 202 securities from emerging markets. The Index comprises the 200 least volatile stocks of the S&P Emerging BMI Plus LargeMid Cap Index over the past 12 months. Taiwan takes up the top spot with 26.73% of exposure while the top 10 holdings make up about 10% of the fund. Notably, Taiwan is a relatively well-placed nation in the emerging markets pack. Two Taiwan-focusedfunds iShares MSCI Taiwan Index Fund ( EWT ) and First Trust Taiwan AlphaDEX Fund ( FTW ) delivered positive returns in 2013. The fund added 6.09% in the past 6 months. EELV is also a cheaper fund, charging 0.29% a year in expenses. Bottom Line Emerging markets may face significant issues in 2014, but investors should note that stock markets in developed countries hovering at lofty levels leaves little room for material upside. What remains undervalued now are the emerging markets. Yes, concerns over China are looming large with a web of credit issues. Brazil has problems of slower growth and heightened inflation. Thailand, though having better fundamentals, is grappling with political disruptions. Also, in 2014, we are most likely to see a stronger dollar against a basket of major currencies leading to huge capital outflows which in turn will pose another round of threats to the current account deficit balance of nations like Indonesia and India (read: Surprise Rate Hike Puts Indonesia ETFs in Focus ). That said, we suggest investors consider some export-oriented emerging nations which will grow from higher export demand from developed nations as well as safeguard themselves from depreciating currencies. These might be the picks to look at this year, and could outperform their counterparts in this rocky space over the next 12 months. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Most of the emerging markets funds closed out 2013 in the red with top ETFs like Vanguard FTSE Emerging Markets ETF ( VWO ), iShares MSCI Emerging Markets Index Fund ( EEM ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) shedding more-or-less 10%. "The over-involvement of governments in their economies, increasing reliance on commodities and unfavorable demographic trends" of some big nations are crippling growth (read: Emerging Markets = Imploding Markets? In fact, broader emerging funds like EEM, VWO and DEM have gained, though marginally, in the last five days following the announcement of modest tapering.
Most of the emerging markets funds closed out 2013 in the red with top ETFs like Vanguard FTSE Emerging Markets ETF ( VWO ), iShares MSCI Emerging Markets Index Fund ( EEM ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) shedding more-or-less 10%. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. "The over-involvement of governments in their economies, increasing reliance on commodities and unfavorable demographic trends" of some big nations are crippling growth (read: Emerging Markets = Imploding Markets?
Most of the emerging markets funds closed out 2013 in the red with top ETFs like Vanguard FTSE Emerging Markets ETF ( VWO ), iShares MSCI Emerging Markets Index Fund ( EEM ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) shedding more-or-less 10%. "The over-involvement of governments in their economies, increasing reliance on commodities and unfavorable demographic trends" of some big nations are crippling growth (read: Emerging Markets = Imploding Markets? In fact, broader emerging funds like EEM, VWO and DEM have gained, though marginally, in the last five days following the announcement of modest tapering.
Most of the emerging markets funds closed out 2013 in the red with top ETFs like Vanguard FTSE Emerging Markets ETF ( VWO ), iShares MSCI Emerging Markets Index Fund ( EEM ), WisdomTree Emerging Markets High-Yielding Equity Fund ( DEM ) shedding more-or-less 10%. "The over-involvement of governments in their economies, increasing reliance on commodities and unfavorable demographic trends" of some big nations are crippling growth (read: Emerging Markets = Imploding Markets? In fact, broader emerging funds like EEM, VWO and DEM have gained, though marginally, in the last five days following the announcement of modest tapering.
38bfe072-001b-4047-927e-b8ede9ffe445
727178.0
2013-11-20 00:00:00 UTC
With ETFs Hot In Stock Market, WisdomTree Grows Money
DEM
https://www.nasdaq.com/articles/etfs-hot-stock-market-wisdomtree-grows-money-2013-11-20
nan
nan
Being in the right place at the right time is generally a formula for business success. But how about being in three or four places -- all at the optimal moment? Such has been the good fortune ofWisdomTree Investments ( WETF ), an asset manager whose exchange-traded funds have been scooping up investor dollars. WisdomTree sponsors 55 equity and fixed-income ETFs. Typically based on market indexes and not fund manager stock picks, ETFs have been taking market share from other investment platforms. "The ETF market in general has been growing faster than the managed asset market," said Gabelli analyst Macrae Sykes. Over the last three years, the ETF industry in the U.S. has grown at an average annual rate of 15%, notes Jefferies analyst Surinder Thind. WisdomTree has grown much faster than that. It has been a magnet for investor dollars since it entered the ETF field in 2006. Rapid growth in its early years took assets under management to just under $10 billion by the end of 2010. A Force In Funds With its funds continuing to attract capital, by the end of last quarter it had more than $31 billion under management. That makes it the fifth-largest ETF sponsor in the U.S., according to Thind. In its third quarter, WisdomTree assets ballooned by 87% from a year earlier, CEO Jonathan Steinberg told analysts in late October. Revenue, which closely tracks assets under management, grew by 83% to $39.6 million. After earning just a penny in each quarter of 2011, WisdomTree has strung together six quarters of improved sequential results. Last quarter, earnings came in at a record 11 cents, up 267% from a year earlier. There are specific reasons WisdomTree has outpaced the rapidly growing ETF sector. Though ETFs are often seen as interchangeable, passively tracking benchmark indexes, WisdomTree often adds a twist to its products. "They try to differentiate," Thind said. Most indexes -- the S&P 500, for example -- are weighted by market cap. But WisdomTree often weights its indexes using fundamental operating metrics such as earnings and dividend payouts. Market cap-weighted indexes tend to favor stocks with market momentum, according to WisdomTree. "We believe this means that if a stock is overvalued, market capitalization weighted funds will give the overvalued stock greater weight as its price and market capitalization increases," WisdomTree said in its most recent 10K. By contrast, WisdomTree's "fundamentally weighted" indexes weight operating performance over market momentum. In theory at least, such indexes hold fewer overvalued stocks and should be less vulnerable to downturns. Big In Japan WisdomTree's top fund,Japan Hedged Equity ( DXJ ), has two other twists that help make it an asset magnet. Unlike most Japan equity ETFs, DXJ is not based on the Nikkei 225 Index. Instead, it is weighted toward Japanese companies that are highly export-dependent. Such companies benefit from lower yen values. But betting on a lower yen -- if it works -- can penalize investors who then get paid in a less valuable currency. To protect against that, DXJ hedges with derivatives. The timing of these features has been remarkably apt. Shinzo Abe took over as Japan's prime minister in late 2012 and soon announced a series of measures to stimulate the Japanese economy and help Japan's exporters by lowering the value of the yen. Investors quickly saw that exporters in DXJ's index would benefit greatly from Abenomics. They also knew DXJ would protect against currency-translation losses from the yen's decline. Investors poured money into DXJ. In the first nine months of 2013, the fund saw inflow of $8.8 billion. DXJ now accounts for roughly 35% of WisdomTree's assets under management, Thind notes. Other funds have also contributed to asset growth. WisdomTree's second largest fund, theEmerging Markets Equity Income Fund ( DEM ), attracted assets with its unusual focus on emerging market dividend payers. This fund accounts for 15% of assets, Thind estimates. WisdomTree keeps growing its international presence, recently introducing German and Korean hedged equity funds. It is also trying -- with somewhat less success -- to grow its presence in fixed income. Even excluding the outsized success of DXJ, WisdomTree has been growing assets. One widely used metric is organic growth, which includes net fund inflows but does not include growth through share appreciation. Even without DXJ, annual organic growth "has been above 25% since the company's founding," Thind said. "Year to date in 2013, organic growth excluding DXJ is averaging 26%." It all sounds great. But WisdomTree's success is especially vulnerable to reversal. Asset managers tend to be more volatile than the market as a whole, notes Sterne Agee analyst Jason Weyeneth. If the market falls, asset managers fall even more. Beta is a measure of a security's volatility, or a portfolio's volatility, relative to the overall stock market. A beta above 1 indicates a tendency to outperform in bull markets and underperform when stocks are sinking. Asset managers tend to have betas in "the 1.5 range," Weyeneth said. Analysts say WisdomTree is too young a company to have a precise beta as it has not gone through a full market cycle. But Thind estimates its beta at 1.5 to 2. Market Moves When stocks go south, high-beta asset managers can get hammered in two ways. For one thing, their revenue typically is based on assets under management. For every managed dollar, they get a predetermined fee. If the market falls, so does the value of their managed assets -- and their revenue. And there's another factor. "A market decline could trigger outflows," notes Weyeneth. As investors sell their shares, funds like WisdomTree's must sell to raise cash. So the fund's assets decline as a function of both the market decline and fund outflows. WisdomTree also faces strong competitive risk as rivals keep introducing ETFs with new twists. The biggest publicly traded rivals includeBlackRock ( BLK ) with its iShares ETF family;State Street ( STT ), sponsor of the SPDRs;Barclays (BCS) with iPath ETNs;Credit Suisse (CS) with Credit Suisse ETFs;Deutsche Bank (DB), provider of DB X-Trackers;UBS (UBS) with ETRACS; and Charles Schwab (SCHW) with Schwab ETFs. "It's a highly competitive business," said Gabelli's Sykes. "The potential for obsolescence is certainly there." Those are all real risks. But as long as markets keep humming, WisdomTree is in enough of the right places to expect continued success. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree's second largest fund, theEmerging Markets Equity Income Fund ( DEM ), attracted assets with its unusual focus on emerging market dividend payers. Such has been the good fortune ofWisdomTree Investments ( WETF ), an asset manager whose exchange-traded funds have been scooping up investor dollars. Over the last three years, the ETF industry in the U.S. has grown at an average annual rate of 15%, notes Jefferies analyst Surinder Thind.
WisdomTree's second largest fund, theEmerging Markets Equity Income Fund ( DEM ), attracted assets with its unusual focus on emerging market dividend payers. "The ETF market in general has been growing faster than the managed asset market," said Gabelli analyst Macrae Sykes. By contrast, WisdomTree's "fundamentally weighted" indexes weight operating performance over market momentum.
WisdomTree's second largest fund, theEmerging Markets Equity Income Fund ( DEM ), attracted assets with its unusual focus on emerging market dividend payers. "The ETF market in general has been growing faster than the managed asset market," said Gabelli analyst Macrae Sykes. "We believe this means that if a stock is overvalued, market capitalization weighted funds will give the overvalued stock greater weight as its price and market capitalization increases," WisdomTree said in its most recent 10K.
WisdomTree's second largest fund, theEmerging Markets Equity Income Fund ( DEM ), attracted assets with its unusual focus on emerging market dividend payers. Being in the right place at the right time is generally a formula for business success. Typically based on market indexes and not fund manager stock picks, ETFs have been taking market share from other investment platforms.
cc11e9c1-81d7-4764-bf03-787cb1468cfc
727179.0
2013-10-29 00:00:00 UTC
Guide to Emerging Markets Dividend ETFs - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/guide-to-emerging-markets-dividend-etfs-etf-news-and-commentary-2013-10-29
nan
nan
Treasury bond yields in the U.S. are back near lows, as the Fed Taper appears to be off the table for the time being. This is of course after a string of poor data points which suggest that the economy might not be as strong as we initially thought. As a result, many income oriented investors now look for companies with solid balance sheets that pay stable dividends. But many domestic dividend paying companies are mature and large, and thus do not offer the growth potential shown by some newer, smaller companies. An attractive option for such investors is to pick Emerging Market Dividend ETFs that combine the opportunity to benefit from the higher growth potential in the emerging
Treasury bond yields in the U.S. are back near lows, as the Fed Taper appears to be off the table for the time being. This is of course after a string of poor data points which suggest that the economy might not be as strong as we initially thought. As a result, many income oriented investors now look for companies with solid balance sheets that pay stable dividends.
As a result, many income oriented investors now look for companies with solid balance sheets that pay stable dividends. But many domestic dividend paying companies are mature and large, and thus do not offer the growth potential shown by some newer, smaller companies. An attractive option for such investors is to pick Emerging Market Dividend ETFs that combine the opportunity to benefit from the higher growth potential in the emerging
Treasury bond yields in the U.S. are back near lows, as the Fed Taper appears to be off the table for the time being. But many domestic dividend paying companies are mature and large, and thus do not offer the growth potential shown by some newer, smaller companies. An attractive option for such investors is to pick Emerging Market Dividend ETFs that combine the opportunity to benefit from the higher growth potential in the emerging
Treasury bond yields in the U.S. are back near lows, as the Fed Taper appears to be off the table for the time being. This is of course after a string of poor data points which suggest that the economy might not be as strong as we initially thought. As a result, many income oriented investors now look for companies with solid balance sheets that pay stable dividends.
1ad34c70-a406-4728-bced-af0357515c14
727180.0
2013-10-01 00:00:00 UTC
Emerging Market ETFs: Where the Buys Are
DEM
https://www.nasdaq.com/articles/emerging-market-etfs-where-buys-are-2013-10-01
nan
nan
At some point, emerging markets should start to play an increasingly bigger role in portfolios as investors revert to their risk-on posture. Before the Lehman Brothers meltdown, it was common for managers to allocate or suggest emerging market allocations of up to 35% for a portfolio; after the crash, this allocation was downgraded to about 10% to 15% of portfolios. This lower allocation comes at a time when emerging markets are selling at their lowest multiples in recent history. Previously China indexes sold upwards of 20 times earnings; today these indexes are selling at about half of that multiple. Other Asian ETFs are also selling at low multiples. Examples would be the Guggenheim Small-Cap China ETF (NYSEARCA:HAO) at nine times earnings, the iShares China ETF (NYSEARCA:FXI) at nine times earnings, WisdomTree Small Cap Emerging Markets Income ETF (NYSEARCA:DGS) at 10 times earnings, and WisdomTree Emerging Markets Income ETF (NYSEARCA:DEM) at nine times earnings. The reasoning often given for their low multiples is that the economic activity in emerging markets could be slowing down. Most emerging markets have slowed, but with their attractive demographics, the pace of activity could pick up sharply. For example, China revised downward their GDP increase to a 7% rate. But compare that to the US and many other developed countries, many of which are estimating their GDP to increase at a 2% to 3% level. China has a much higher GDP growth outlook and sells at a much lower multiple -- in some cases, a 50% lower multiple. Income Securities for a Climbing Interest Rate Environment Raul Elizalde, president of Path Financial , notes in his latest newsletter that bond funds can be toxic to a portfolio when interest rates are trending upwards. The reason is that bond fund managers almost never hold bonds to maturity because funds are defined by their maturity targets, and this necessitates constant rebalancing to keep the fund's average maturity constant. When managers replace shorter bonds with longer bonds in an upward rate market, they are constantly buying bonds that will depreciate, and will later have to book a loss. This rebalancing leads to bond funds posting poor results on an overall return basis. Elizalde points out that interest rate cycles are very long, and he thinks we have probably seen the lows in this cycle. Investors wanting to stay in short-term fixed income paper -- which makes sense, given that interest rates are probably headed higher -- could consider senior bank loans. Senior loans are debt issued by a bank and syndicated by banks or institutional investors. Senior loans make it possible for companies that are below investment grade credit ratings to have access to capital. Because the loans are lower quality, they pay higher yields than higher rated loans. Senior loans, also called leveraged loans, offer some protection because they are secured by company assets such as property or equipment. Senior loans are usually floating rate instruments, and a floating rate provides protection from rising interest rates. Usually senior loans have rates that are set above the LIBOR rate, and are reset every three months. Senior bank loans are speculative, and pay a higher interest rate to reflect their higher risk. Included in the risks of senior loans is that if there is a recession in the US, more senior loans will default, causing payments from the issuers to be ceased or delayed. Senior Loan ETF Investment Possibilities The PowerShares Senior Loan Portfolio (NYSEARCA:BKLN) tracks the S&P/LSTA US Leveraged Loan 100 Index, which is a benchmark for the largest institutional leveraged loans based on market weightings, spreads, and interest payments. The index securities comprise 132 securities, and the majority of these securities mature between one and 10 years. Maturity dates are not as important as the fact that these securities reset, and with the average time to reset being just over 37 days, interest rate risk is minimal. Of course, security risk is high, as it is with all senior loans. Senior loans account for 89% of the index assets, with high-yield securities making up the remaining portion in the basket. Its recent SEC 30-day yield is 4.17%, which is a high yield for a short-term reset security. Note that the notes held by BKLN are low, with 44% of its holdings in B paper and 7% in CCC paper. A step up in portfolio quality and a different methodology in managing the portfolio is offered by the SPDR Blackstone/GSO Senior Loan ETF (NYSEARCA:SRLN). A managed ETF might seem strange to ETF purists and few actively managed ETFs have gathered much assets. But in a space such as bank senior loans, experienced management could help cut down on risk and also enhance performance. SRLN is actively managed and uses senior loans to provide investors with high current income. The fund manager is GSO / Blackstone Debt Funds Management LLC, which seeks to use superior security selection to outperform the Markit iBoxx US Leveraged Loan 100 Index. To this end, Blackstone uses its credit analysis to rank senior bank loans, and attempts to buy and sell loan instruments at the right time. As an example, Blackstone seeks to acquire loans at good prices before they are added to an index, and sell loans before they are removed from an index. SRLN holds 99 securities, which gives broad exposure to many industries. The largest allocations are to the business, health care, and telecommunications industries. The time to reset is longer than the loans held by BKLN, but since the senior bank loan space is so specialized, having Blackstone to manage the investments might mitigate the risk that longer reset periods pose. Another possibility to consider is the Highland iBoxx Senior Loan ETF (NYSEARCA:SNLN). SNLN seeks to match the price and yield performance of the Markit iBoxx Liquid Leveraged Loan Index, before fees and expenses. SNLN pays a higher SEC 30-day yield, and a higher yield to maturity than BKLN or SRLN, but its holdings are lower quality than the other ETFs. Editor's Note: Max Isaacman is the author of Blizzard of Money , Winning with ETF Strategies , Investing with Intelligent ETFs , How to Be an Index Investor , and The NASDAQ Investor. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Examples would be the Guggenheim Small-Cap China ETF (NYSEARCA:HAO) at nine times earnings, the iShares China ETF (NYSEARCA:FXI) at nine times earnings, WisdomTree Small Cap Emerging Markets Income ETF (NYSEARCA:DGS) at 10 times earnings, and WisdomTree Emerging Markets Income ETF (NYSEARCA:DEM) at nine times earnings. Most emerging markets have slowed, but with their attractive demographics, the pace of activity could pick up sharply. At some point, emerging markets should start to play an increasingly bigger role in portfolios as investors revert to their risk-on posture.
Examples would be the Guggenheim Small-Cap China ETF (NYSEARCA:HAO) at nine times earnings, the iShares China ETF (NYSEARCA:FXI) at nine times earnings, WisdomTree Small Cap Emerging Markets Income ETF (NYSEARCA:DGS) at 10 times earnings, and WisdomTree Emerging Markets Income ETF (NYSEARCA:DEM) at nine times earnings. Most emerging markets have slowed, but with their attractive demographics, the pace of activity could pick up sharply. Senior Loan ETF Investment Possibilities The PowerShares Senior Loan Portfolio (NYSEARCA:BKLN) tracks the S&P/LSTA US Leveraged Loan 100 Index, which is a benchmark for the largest institutional leveraged loans based on market weightings, spreads, and interest payments.
Examples would be the Guggenheim Small-Cap China ETF (NYSEARCA:HAO) at nine times earnings, the iShares China ETF (NYSEARCA:FXI) at nine times earnings, WisdomTree Small Cap Emerging Markets Income ETF (NYSEARCA:DGS) at 10 times earnings, and WisdomTree Emerging Markets Income ETF (NYSEARCA:DEM) at nine times earnings. Most emerging markets have slowed, but with their attractive demographics, the pace of activity could pick up sharply. Senior Loan ETF Investment Possibilities The PowerShares Senior Loan Portfolio (NYSEARCA:BKLN) tracks the S&P/LSTA US Leveraged Loan 100 Index, which is a benchmark for the largest institutional leveraged loans based on market weightings, spreads, and interest payments.
Examples would be the Guggenheim Small-Cap China ETF (NYSEARCA:HAO) at nine times earnings, the iShares China ETF (NYSEARCA:FXI) at nine times earnings, WisdomTree Small Cap Emerging Markets Income ETF (NYSEARCA:DGS) at 10 times earnings, and WisdomTree Emerging Markets Income ETF (NYSEARCA:DEM) at nine times earnings. Most emerging markets have slowed, but with their attractive demographics, the pace of activity could pick up sharply. This lower allocation comes at a time when emerging markets are selling at their lowest multiples in recent history.
264d78ef-d17b-4102-910b-3ad0530a105b
727181.0
2013-09-20 00:00:00 UTC
Super Cheap Emerging Markets ETFs
DEM
https://www.nasdaq.com/articles/super-cheap-emerging-markets-etfs-2013-09-20
nan
nan
A familiar battle cry of emerging markets bulls this year has been that many equity markets in the developing world are trading at noticeable discounts. In some cases, select developing economies are not only trading at sharp discounts to the broader emerging markets universe, but to their long-term averages as well. Related: Cheap Emerging Markets? Not With These ETFs . As of the end of July, the MSCI Emerging Markets Index traded at 15.6 percent discount to its 10-year average, but investors should examine whether low P/E ratios on emerging markets indices are functions of slack performance or increasing per share earnings. "Not only are we interested to know which countries and sectors look inexpensive on an absolute basis today, compared to others, we also want to have an indication of how their P/E ratios look compared to their own history," said WisdomTree research analyst Christopher Gannatti in a new note . Gannatti's research turned up at least one surprise among discounted emerging markets and some usual suspects, too. Among the usual suspects is chronically inexpensive Russia . According to WisdomTree, the MSCI Russia Index had a P/E of 4.6 as of late July compared to a 10-year average of 8.7. One reason that Russia is inexpensive, even by its own historically low valuations, is the country's heavy exposure to the energy sector. Emerging markets energy stocks, with a cumulative P/E ratio of 6.9 in the MSCI Emerging Markets Index, are that index's least expensive sector. However, as Gannatti notes, Russia has the highest beta (1.31) among the cheap countries in the index and energy has the highest sector beta (1.23). Investors do not need to make a single-country bet on Russia. The country can be accessed via an array of diversified emerging markets ETFs, but the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the new WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) stand-out has two ETFs with sizable Russia allocations at 20 percent and 11.7, respectively. Russia's larger-than-usual presence in emerging markets dividend ETFs is not unusual because the country is making efforts to bolster dividend growth as a way of attracting more foreign investment. Like Russia, China trades at significant discounts not only to the MSCI Emerging Markets Index, but its 10-year average as well. The MSCI China Index has a P/E of 9.5 compared to 10-year average of 14.4, according to the WisdomTree research. That is the second-largest discount (behind Russia) among the five low P/E countries WisdomTree examined. Investors have perceived China inexpensive for much of this year , but only recently have those discounts compelled investors to buy Chinese stocks. One reason stocks are cheap is the China MSCI Index's heavy tilt toward financial services names. That sector is trading almost 32 percent below its 10-year average, according to WisdomTree. At almost 26 percent, financials are the largest sector weight in DEM and China is the ETF's second-largest country weight behind Russia at almost 17 percent. "Additionally, we conclude that those valuation opportunities may have a higher likelihood of being confined to countries or sectors with higher betas-lower beta sectors and countries tend toward the more expensive end of their historical valuation ranges," said Gannatti. Of the five countries WisdomTree examined, the one with the lowest beta may a surprise to some investors: Turkey. The MSCI Turkey Index, with a beta of 0.97, currently trades at a 16.2 percent discount to its 10-year average. For more on ETFs, click here . Disclosure: Author is long DEM. (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The country can be accessed via an array of diversified emerging markets ETFs, but the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the new WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) stand-out has two ETFs with sizable Russia allocations at 20 percent and 11.7, respectively. At almost 26 percent, financials are the largest sector weight in DEM and China is the ETF's second-largest country weight behind Russia at almost 17 percent. Disclosure: Author is long DEM.
The country can be accessed via an array of diversified emerging markets ETFs, but the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the new WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) stand-out has two ETFs with sizable Russia allocations at 20 percent and 11.7, respectively. At almost 26 percent, financials are the largest sector weight in DEM and China is the ETF's second-largest country weight behind Russia at almost 17 percent. Disclosure: Author is long DEM.
The country can be accessed via an array of diversified emerging markets ETFs, but the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the new WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) stand-out has two ETFs with sizable Russia allocations at 20 percent and 11.7, respectively. At almost 26 percent, financials are the largest sector weight in DEM and China is the ETF's second-largest country weight behind Russia at almost 17 percent. Disclosure: Author is long DEM.
The country can be accessed via an array of diversified emerging markets ETFs, but the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the new WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) stand-out has two ETFs with sizable Russia allocations at 20 percent and 11.7, respectively. At almost 26 percent, financials are the largest sector weight in DEM and China is the ETF's second-largest country weight behind Russia at almost 17 percent. Disclosure: Author is long DEM.
27eaf26d-a44b-4a61-b094-3f8eb2a6bc95
727182.0
2013-09-10 00:00:00 UTC
These EM ETFs Will Soon Pass Their 200-Day Lines
DEM
https://www.nasdaq.com/articles/these-em-etfs-will-soon-pass-their-200-day-lines-2013-09-10
nan
nan
Emerging markets ETFs are extending their rallies again Tuesday. That is helping some funds that have spent extensive periods of time below their 200-day moving averages inch closer to reclaiming that important technical indicator. And the 200-day moving average is important. Securities that trade below that line are considered, by some technical analysts, to be in bear markets. Conversely, it is a bullish sign when a stock or ETF crosses its 200-day line and one that encourage new buyers to come off the sidelines. Investors looking for emerging markets ETFs that are close reclaiming their 200-day lines should consider the following funds. Related: Emerging Markets Small-Cap ETFs Rebounding . WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) The WisdomTree Emerging Markets Equity Income Fund does battle with the likes of the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Earlier this year, DEM unveiled one of the largest allocations to Russia, currently 19.9 percent, among diversified emerging markets ETFs . Analysts and pundits opined that this Russia's reputation for volatile equity markets would lead to increased volatility for DEM. That has not been the case. DEM's year-to-date volatility is 17.7 percent, below that of VWO and EEM. Actually, DEM's year-to-date volatility is noticeably below its three-year average. DEM is up nearly five percent in the past month and is just 0.6 percent below its 200-day line. A move above that area could set the stage for a run to $56. iShares MSCI South Africa ETF (NYSE: EZA ) Although the materials sector is merely the fourth-largest in EZA accounting for less than half the weight given to financial services, the ETF's largest sector allocation, this fund is still intimately correlated to precious metals prices. That is because South Africa is a major gold producer as well as the largest platinum and second-largest palladium producer in the world. Gold's savage decline earlier this year predictably pressured South African equities and EZA, but the ETF has rebounded. Now, EZA is not only just 0.55 percent below its 200-day line, but the fund is also in breaking out of an inverse head and shoulders pattern, another bullish sign . There is a cautionary tale with EZA, though. Many emerging markets currently sport favorable valuations . South Africa does not appear to be one of them. In terms of 12 month forward P/E, historically, South Africa trades at around 0.9 times relative to MSCI Emerging Markets (10 percent discount). Now it is trading at 1.3 times, a substantial 40 percent premium, according to Barron's . iShares MSCI Mexico Capped ETF (NYSE: EWW ) The iShares MSCI Mexico Capped ETF resides five percent below its 200-day moving average, but this ETF can make up that gap in short order. After all, EWW is up almost six percent in just the past week. However, there risks here as well. Much of the allure surrounding EWW has been based on the expectation of bold political and economic reforms. However, those reforms are now getting watered down in what could be a sign that President Enrique Pena Nieto is facing the same hurdle as some of his predecessors: Promised change that goes unrealized. Additionally, Mexican stocks are not cheap . With almost 40 percent of its weight in defensive staples and telecom names, EWW is richly valued compared to equivalent China or Russia ETFs. For more on ETFs, click here . Disclosure: Author is long DEM. (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) The WisdomTree Emerging Markets Equity Income Fund does battle with the likes of the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Earlier this year, DEM unveiled one of the largest allocations to Russia, currently 19.9 percent, among diversified emerging markets ETFs . Analysts and pundits opined that this Russia's reputation for volatile equity markets would lead to increased volatility for DEM.
WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) The WisdomTree Emerging Markets Equity Income Fund does battle with the likes of the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Earlier this year, DEM unveiled one of the largest allocations to Russia, currently 19.9 percent, among diversified emerging markets ETFs . Analysts and pundits opined that this Russia's reputation for volatile equity markets would lead to increased volatility for DEM.
WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) The WisdomTree Emerging Markets Equity Income Fund does battle with the likes of the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Earlier this year, DEM unveiled one of the largest allocations to Russia, currently 19.9 percent, among diversified emerging markets ETFs . Analysts and pundits opined that this Russia's reputation for volatile equity markets would lead to increased volatility for DEM.
Earlier this year, DEM unveiled one of the largest allocations to Russia, currently 19.9 percent, among diversified emerging markets ETFs . WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) The WisdomTree Emerging Markets Equity Income Fund does battle with the likes of the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Analysts and pundits opined that this Russia's reputation for volatile equity markets would lead to increased volatility for DEM.
a90507aa-76f8-4824-b701-f1380702ef42
727183.0
2013-08-28 00:00:00 UTC
Inside Why Some Emerging Markets ETFs Are Cheap
DEM
https://www.nasdaq.com/articles/inside-why-some-emerging-markets-etfs-are-cheap-2013-08-28
nan
nan
It has been noted time again this year that stocks in select emerging markets are trading at substantial discounts to historical norms. Over the past month, the Vanguard FTSE Emerging Markets ETF (NYSE: VWO ) and the iShares MSCI Emerging Markets ETF (NYSE: EEM ), the two largest ETFs by assets tracking developing world stocks, are down 6.2 percent and seven percent, respectively. That says there is an excellent chance valuations that were previously deemed attractive are probably even more so today. Finding emerging markets that sport discounted valuations is not hard. There is no geographic cap on the exercise as stocks in China, Russia and South Korea, among others can be considered cheap. Related: Russia ETFs Can Be Had For A Song . Discovering the reasons, often revealed at the sector level, why some emerging markets trade at discounted valuations can be instructive for investors looking to exploit said valuations. However, it is worth remembering that P/E ratios can be low not just because of falling share prices, but also because of rapidly increasing per share earnings. At the end of July, the MSCI Emerging Markets Index had a P/E of 11.3 compared with a 10-year average of 13.4, according to WisdomTree data . Cheap Sectors Among the most deeply discounted sectors were technology at an almost 47 percent discount to its 10-year average, financial services at a discount of 31.7 percent and energy at 24.5 percent, the WisdomTree data reveal. Depressed valuations for emerging markets energy and financial stocks are particularly important because those sectors, along with materials, often dominate both diversified and single-country emerging markets ETFs. "On the country side, Russia, Turkey, China, Poland, India, Chile and Taiwan have below-average P/E ratios. Of those, Russia and China clearly exhibited the deepest discount. It's also of interest that Russia (the least expensive country equity market) and Energy (the least expensive sector equity market) have betas substantially above 1.00," said WisdomTree Research Director Jeremy Schwartz and analyst Christopher Gannatti in the research. Indeed, Russia, the world's largest oil producer, often trades at discounts to the MSCI Emerging Markets Index. The MSCI Russia Index had a P/E of 4.6 at the end of July, well below the 10-year average of 8.7. Gannatti highlighted Russian stocks trading at a discount to their historical standards back in March . Despite high oil prices and favorable valuations, Russia ETFs have struggled this year. The Market Vectors Russia ETF (NYSE: RSX ) is down 15.6 percent. Investors looking for exposure to the "R" in the BRIC acronym without the commitment of a single-country ETF can consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Among major diversified emerging markets ETFs, DEM has the largest weight to Russia at 19.2 percent and energy stocks account for over 21 percent of the fund's weight. Importantly, Russia is showing itself to be a growing dividend destination . WisdomTree recently noted the country was fastest-growing dividend payer in dollar terms in the WisdomTree Emerging Markets Income Index, DEM's underlying index. Asia With emerging markets technology names trading at a significant discount to historical norms, it is not surprising that Taiwanese shares are also trading at a slight discount with a 20.8 P/E at the end of last month compared with a 21.6 10-year average. The iShares MSCI Taiwan ETF (NYSE: EWT ) is one of the few country-specific emerging markets weights that is not heavily weighted to energy, financials or materials. Rather, EWT has a 52.2 allocation to the tech sector. China, another market that has become notoriously, may be the world's second-largest economy, but many of its U.S.-listed ETFs are heavily tilted toward financials. With that sector deeply discounted, Chinese stocks traded at 33.5 percent discount to their 10-year average, according to WisdomTree. "Russia and China stand out with the steepest discounts to their 10-year average P/E ratios. Both of these equity markets exhibit a beta above 1.00 relative to the MSCI Emerging Markets Index, with Russia's even greater than 1.30," said Schwartz and Gannatti. Financials account for 25.6 percent of DEM's weight and China is the ETF's second-largest country weight at 17.6 percent. That makes sense as China is largest dividend payer in dollar terms in the WisdomTree Emerging Markets Equity Income Index. Taiwan is DEM's third-largest country exposure at 13.4 percent. Three Russian energy stocks and three Chinese banks are found among DEM's top-10 holdings. The $4.68 billion ETF has a distribution yield of 7.7 percent, according to WisdomTree data . For more on ETFs, click here . Disclosure: Author is long DEM. (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Investors looking for exposure to the "R" in the BRIC acronym without the commitment of a single-country ETF can consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Among major diversified emerging markets ETFs, DEM has the largest weight to Russia at 19.2 percent and energy stocks account for over 21 percent of the fund's weight. WisdomTree recently noted the country was fastest-growing dividend payer in dollar terms in the WisdomTree Emerging Markets Income Index, DEM's underlying index.
Among major diversified emerging markets ETFs, DEM has the largest weight to Russia at 19.2 percent and energy stocks account for over 21 percent of the fund's weight. Investors looking for exposure to the "R" in the BRIC acronym without the commitment of a single-country ETF can consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). WisdomTree recently noted the country was fastest-growing dividend payer in dollar terms in the WisdomTree Emerging Markets Income Index, DEM's underlying index.
Among major diversified emerging markets ETFs, DEM has the largest weight to Russia at 19.2 percent and energy stocks account for over 21 percent of the fund's weight. Investors looking for exposure to the "R" in the BRIC acronym without the commitment of a single-country ETF can consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). WisdomTree recently noted the country was fastest-growing dividend payer in dollar terms in the WisdomTree Emerging Markets Income Index, DEM's underlying index.
Investors looking for exposure to the "R" in the BRIC acronym without the commitment of a single-country ETF can consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Among major diversified emerging markets ETFs, DEM has the largest weight to Russia at 19.2 percent and energy stocks account for over 21 percent of the fund's weight. WisdomTree recently noted the country was fastest-growing dividend payer in dollar terms in the WisdomTree Emerging Markets Income Index, DEM's underlying index.
a0e037e5-0f77-41f7-aa4e-6c7ca9e0fb00
727184.0
2013-08-20 00:00:00 UTC
Russia ETFs Can Be Had For A Song
DEM
https://www.nasdaq.com/articles/russia-etfs-can-be-had-song-2013-08-20
nan
nan
Finding emerging markets that are trading at discounted valuations is not hard these days. China, India, South Korea and other emerging markets are trading at discounted valuations. And yes, per usual, so is Russia. Russia, the world's largest oil producer, is home to some of the most profitable companies in the developing world, yet the market typically trades at a discount to the broader emerging markets universe. The "Russia is cheap" theme took on an added significance earlier this year when it became apparent that Russian stocks were not just cheap compared to China or Brazil, but also deeply discounted relative to Russia's own history of inexpensive equities. Related: Russia ETFs Still Sporting Cheap Valuations . "Since mid-June, Russia has displayed some relatively strong performance compared to its emerging market peers. We believe this rally was underpinned by attractive Russian equity valuations, but we also note that the performance coincided with a recent rise in U.S. interest rates," said WisdomTree Research Director Jeremy Schwartz in a note . Schwartz is correct in noting that Russia ETFs have been sturdy compared to other emerging markets funds. Among the major BRIC ETFs, only the iShares China Large-Cap ETF (NYSE: FXI ) has outpaced the Market Vectors Russia ETF (NYSE: RSX ) year-to-date and over the past three months. "The recent rally in Russian equities is testimony to the ability of its local markets to thrive in an environment of rising U.S. bond yields," said Schwartz. "With an encouraging second-quarter gross domestic product out of the U.S. and a sanguine July Federal Open Market Committee (FOMC) outlook, markets are widely anticipating tapering to occur as early as the fourth quarter this year. While policy rates will remain accommodative for a longer period, steady improvements in the U.S. economy may result in a further increase in treasury yields." One potential bright spot for Russia, at least for patient investors with longer-term time frames, is the country's growing dividend footprint. While there have been struggles on the road to President Vladimir Putin's plan to force state-controlled companies to pay 25 percent of net income in dividends, Russia is the fastest-growing and second-largest dividend payer overall in the WisdomTree Emerging Markets Equity Income Index . That is the underlying index for the $4.8 billion WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). DEM has an almost 19 percent allocation to Russia, more than triple that of the iShares MSCI Emerging Markets ETF (NYSE: EEM ). The newly minted WisdomTree Emerging Markets Dividend Growth Fund (NASDAQ: DGRE ) also features a healthy Russia allocation of nearly 11.4 percent, well above the average weight to the country found among established, diversified emerging markets ETFs. "The EM block has experienced outflows, partly due to the narrowing yield gap between the U.S. and the rest of the emerging markets. The closing of this gap renders the EM block less compelling from a yield perspective. However, we feel that Russia is well positioned to withstand the storm, as it is less reliant on external funding and thus better able to keep its monetary policy loose (i.e., low interest rates), while other EM nations tighten their monetary policy-which can slow down their economies-in order to attract foreign flows," said Schwartz. For more on ETFs, click here . Disclosure: Author is long DEM. (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Free Trading Education - Check out the free events taking place on Marketfy this week. Spaces are limited. Sign up today. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
That is the underlying index for the $4.8 billion WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). DEM has an almost 19 percent allocation to Russia, more than triple that of the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Disclosure: Author is long DEM.
That is the underlying index for the $4.8 billion WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). DEM has an almost 19 percent allocation to Russia, more than triple that of the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Disclosure: Author is long DEM.
That is the underlying index for the $4.8 billion WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). DEM has an almost 19 percent allocation to Russia, more than triple that of the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Disclosure: Author is long DEM.
That is the underlying index for the $4.8 billion WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). DEM has an almost 19 percent allocation to Russia, more than triple that of the iShares MSCI Emerging Markets ETF (NYSE: EEM ). Disclosure: Author is long DEM.
b14acd78-aac4-42c8-becb-032c5023a62e
727185.0
2013-08-16 00:00:00 UTC
EGShares Launches New Emerging Market Dividend ETF - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/egshares-launches-new-emerging-market-dividend-etf-etf-news-and-commentary-2013-08-16
nan
nan
Trading might be sluggish in the middle of August, but this hasn't deterred ETF sponsors from launching new products. In fact, a wave of funds has hit the market in recent weeks, suggesting that there are plenty of fund ideas still in the pipeline. The choices by sponsors in recent days have been pretty diverse, although there has definitely been a renewed push for emerging markets. WisdomTree and KraneShares both put out new funds targeting subsets of this space, while EGShares has just got in on the act as well. The company, which exclusively focuses on emerging markets, put out a new product in early July, the EGShares Emerging Markets Dividend Growth ETF ( EMDG ) and is now following that up with another income-centric product. This time, the focus will be purely on yield, potentially giving investors a new choice for high income paying securities in the developing world (see Emerging Market Dividend Growth ETF Hits the Market ). For those looking for such an option, we have highlighted some of the key details regarding the product below: New Emerging Market Income ETF in Focus The new product will go by the name of the EM Dividend High Income ETF (EMHD) and it looks to charge investors 85 basis points a year in fees. The product will track the FTSE Equal Weighted Emerging All Cap ex Taiwan Diversified Dividend Yield 50 Index, which is a wordy way of saying it will give equal weight exposure to a basket of emerging market high yield stocks, not including those in Taiwan. In total, the portfolio will hold 50 stocks in its basket, generally focusing on mid and large caps, as evidenced by the index's average market cap of $7.1 billion. It should also be noted that the number of stocks per industry (and country) is limited to 10, so there looks to be a solid level of diversification. Still, traditional high yield sectors like financials and utilities each account for about 20% of the benchmark, followed closely by basic materials (16.4%), telecoms (12.3%), and consumer goods (10.1%). From a national perspective, Brazil (20.7%), South Africa (18.1%), China (14.7%), and Turkey (13.9%) take the top four spots. While expenses are a bit high, the real focus here is the yield. Currently, the underlying index is sporting a dividend yield of 8.8%, while the product has promised to issue monthly payments. Should the fund come close to this payout, the product may be a very interesting choice in the income world (see Emerging Market Dividend ETFs for Income and Growth ). "The rise of emerging market-based multinationals has greatly expanded the number of companies with the capacity to sustain high dividend payments," said Marten Hoekstra, CEO of Emerging Global Advisors in a press release. "EMHD applies our firm's emerging market expertise to create a high income solution that can provide investors with a global approach to diversifying income streams." How does it fit in a portfolio? Obviously, this ETF is designed to be an income destination for investors, as evidenced by the huge index yield. It could also allow investors to achieve a different type of play on emerging markets that goes off the beaten path. The fund is not, however, likely to be a pick for those seeking a cheap choice in the emerging market world, as the expenses for EMHD are quite high compared to low cost choices in the space. Additionally, it is a bit concentrated from both a sector and nation perspective, so it is unlikely to be the broadest play out there (see 3 Excellent ETFs for Growing Dividends ). ETF Competition While the ETF certainly looks to have one of the highest yields in the emerging market space, it is by no means the only dividend-focused emerging market ETF on the market. There are actually a handful of other products already in the space, so it might be difficult for EMHD to build assets. This is particularly the case when looking at a trio of relatively popular dividend focused ETFs on the market, all of which cost less than EMHD and have more than $100 million in assets under management. This group includes funds like the iShares Emerging Markets Dividend ETF ( DVYE ), the SPDR S&P Emerging Markets Dividend ETF ( EDIV ) , and the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . However, all three of these look to have a yield that will probably be less than the new EGShares product, although EDIV may be close. The trio members all have double digit allocations to Taiwan, so this also looks to be a big difference between the entrenched funds and the new EMHD (also see Guide to Small Cap Emerging Market ETFs ) Given this, EGShares' new product will have to sell investors on its possibly much higher yield, and its focus on more 'emerging' economies. Should this be the case, it might be able to accumulate some assets, though no matter what it looks to be a difficult fight in the increasingly crowded emerging market dividend segment. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports EGS-EM DIV (EMDG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This group includes funds like the iShares Emerging Markets Dividend ETF ( DVYE ), the SPDR S&P Emerging Markets Dividend ETF ( EDIV ) , and the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports EGS-EM DIV (EMDG): ETF Research Reports To read this article on Zacks.com click here. Still, traditional high yield sectors like financials and utilities each account for about 20% of the benchmark, followed closely by basic materials (16.4%), telecoms (12.3%), and consumer goods (10.1%).
This group includes funds like the iShares Emerging Markets Dividend ETF ( DVYE ), the SPDR S&P Emerging Markets Dividend ETF ( EDIV ) , and the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports EGS-EM DIV (EMDG): ETF Research Reports To read this article on Zacks.com click here. The product will track the FTSE Equal Weighted Emerging All Cap ex Taiwan Diversified Dividend Yield 50 Index, which is a wordy way of saying it will give equal weight exposure to a basket of emerging market high yield stocks, not including those in Taiwan.
This group includes funds like the iShares Emerging Markets Dividend ETF ( DVYE ), the SPDR S&P Emerging Markets Dividend ETF ( EDIV ) , and the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports EGS-EM DIV (EMDG): ETF Research Reports To read this article on Zacks.com click here. ETF Competition While the ETF certainly looks to have one of the highest yields in the emerging market space, it is by no means the only dividend-focused emerging market ETF on the market.
This group includes funds like the iShares Emerging Markets Dividend ETF ( DVYE ), the SPDR S&P Emerging Markets Dividend ETF ( EDIV ) , and the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EM DIV (DVYE): ETF Research Reports SPDR-SP EM DVD (EDIV): ETF Research Reports EGS-EM DIV (EMDG): ETF Research Reports To read this article on Zacks.com click here. The company, which exclusively focuses on emerging markets, put out a new product in early July, the EGShares Emerging Markets Dividend Growth ETF ( EMDG ) and is now following that up with another income-centric product.
4b4f7ec7-f2fc-4537-a593-6fe3ad64cbcd
727186.0
2013-08-14 00:00:00 UTC
Market Vectors Files for New Emerging Markets ETF - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/market-vectors-files-for-new-emerging-markets-etf-etf-news-and-commentary-2013-08-14
nan
nan
Market Vectors, the ETF brand from investment company Van Eck, may be looking to add a new member to its fund family in the emerging market space. While this might come as a shock since emerging markets have been hit hard this year by feeble demand, these under-valued markets can turn out to be a good bet over the long term (Read: Emerging Market ETFs Tumble on Global Worries ). Proposed fund in focus The proposed passively managed ETF, via a recent SEC filing , will trade under the name of the Market Vectors MSCI Emerging Markets Quality ETF , with broad exposure to emerging markets and a focus on quality growth stocks. The factors determining the quality stocks will be high return on equity, stable earnings growth (yoy) and low financial leverage (Read: Inside the New Quality ETF from iShares ). The proposed fund will be done by following the MSCI Emerging Markets Quality Index, a benchmark that focuses on 21 emerging nations, namely Brazil, Chile, China, Colombia, Czech Republic, Egypt, Hungary, India, Indonesia, Korea, Malaysia, Mexico, Morocco, Peru, Philippines, Poland, Russia, South Africa, Taiwan, Thailand, and Turkey (Read: Market Vectors Launches Israel ETF (ISRA) ). The fund's expected correlation with the index is 95% or more, and the benchmark looks to be rebalanced on a semi-annual basis. How might it fit in a portfolio? This ETF, if ever approved, could be an interesting option in the global ex-developed market for those who want a diversified portfolio. Although emerging market ETFs have been lagging their developed counterparts this year and have been among the worst performing products, growth rates are still quite high when compared to many of the developed nations. The latest projection by IMF for emerging markets' growth is 5% for this year and 5.4% for the next year while the U.S. economy is forecasted to grow 1.7% this year and 2.7% in the next. Further, risks appear limited thanks to the security selection process i.e. quality growth stocks. Plus, exposure to more than 20 nations is aimed at keeping volatility low, ensuring that the portfolio's returns are not blown up by a single country. Future Competition There are already ample choices in the emerging markets space thereby leading to a fight for AUM. Two of the biggest competitors are likely to be the Vanguard FTSE Emerging Markets ETF ( VWO ) and iShares MSCI Emerging Markets ETF ( EEM ). While VWO has over $50 billion in assets and roughly 20 million shares of volume in a day, EEM has amassed around $35 billion in assets and trades 70 million in shares in a day. Beyond these two ultra-popular funds, there are several other choices based on emerging markets. The iShares Core MSCI Emerging Markets ETF ( IEMG ), iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ), WisdomTree Emerging Markets Equity Income Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ) are just a few of the many products in the emerging market world. Given this, the proposed fund will have to sell its quality growth criterion in order to stay competitive in the space. The expense ratio must also be low to attract new investors, as investors certainly are not starved for choice in the emerging market ETF world. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
While this might come as a shock since emerging markets have been hit hard this year by feeble demand, these under-valued markets can turn out to be a good bet over the long term (Read: Emerging Market ETFs Tumble on Global Worries ). The iShares Core MSCI Emerging Markets ETF ( IEMG ), iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ), WisdomTree Emerging Markets Equity Income Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ) are just a few of the many products in the emerging market world. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here.
The iShares Core MSCI Emerging Markets ETF ( IEMG ), iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ), WisdomTree Emerging Markets Equity Income Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ) are just a few of the many products in the emerging market world. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. While this might come as a shock since emerging markets have been hit hard this year by feeble demand, these under-valued markets can turn out to be a good bet over the long term (Read: Emerging Market ETFs Tumble on Global Worries ).
The iShares Core MSCI Emerging Markets ETF ( IEMG ), iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ), WisdomTree Emerging Markets Equity Income Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ) are just a few of the many products in the emerging market world. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here. While this might come as a shock since emerging markets have been hit hard this year by feeble demand, these under-valued markets can turn out to be a good bet over the long term (Read: Emerging Market ETFs Tumble on Global Worries ).
The iShares Core MSCI Emerging Markets ETF ( IEMG ), iShares MSCI Emerging Markets Minimum Volatility Index Fund ( EEMV ), WisdomTree Emerging Markets Equity Income Fund ( DEM ) and Schwab Emerging Markets Equity ETF ( SCHE ) are just a few of the many products in the emerging market world. While this might come as a shock since emerging markets have been hit hard this year by feeble demand, these under-valued markets can turn out to be a good bet over the long term (Read: Emerging Market ETFs Tumble on Global Worries ). Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports ISHARS-EMG MKT (EEM): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports ISHARS-CR MS EM (IEMG): ETF Research Reports SCHWAB-EMG MKT (SCHE): ETF Research Reports VANGD-FTSE EM (VWO): ETF Research Reports To read this article on Zacks.com click here.
b957aa59-ccb1-4998-87b0-73b2b40409e5
727187.0
2013-08-01 00:00:00 UTC
New ETF Brings Dividend Growth Concept to Emerging Markets
DEM
https://www.nasdaq.com/articles/new-etf-brings-dividend-growth-concept-emerging-markets-2013-08-01
nan
nan
WisdomTree (NASDAQ: WETF ), already one of the top issuers of dividend ETFs , continues to bulk up that lineup with Thursday's introduction of the WisdomTree Emerging Markets Dividend Growth Fund ( DGRE ), the firm's third emerging markets dividend ETF. The WisdomTree Emerging Markets Dividend Growth Fund is also the second ETF introduced by the firm in a week that focuses on the potential of its holdings to deliver future dividend growth. Last week, the WisdomTree U.S. SmallCap Dividend Growth Fund (NYSE: DGRS ) debuted, becoming the first U.S.-listed ETF to focus on dividend growth leadership in the small-cap space "While many dividend-focused indexes in emerging markets focus on yield and valuation, there is a dearth of options that focus on dividend growth. We believe that DGRE offers the investment flexibility to respond to dividend growth potential rather than historical dividend behavior, aligning nicely with dividend behavior of emerging market companies," said WisdomTree Research Director Jeremy Schwartz in a statement . Indeed, unlike so many emerging markets ETFs that are heavy on financial services, energy or materials names, DGRE's top sector weight is 19.2 percent to staples followed by 19 percent to telecom. Financials, materials and technology round out the fund's top-five sector exposures. DGRE has an annual expense ratio of 0.63 percent. Related: Further Proof You're Buying The Wrong Dividend ETFs . DGRE's country allocations are also noteworthy. In a year when the BRIC quartet has collectively delivered dismal returns , investors may be looking for other ways of gaining emerging markets exposure. DGRE is underweight BRIC. "DGRE is underweight the 'BRIC' countries - Brazil, Russia, India, China - and holds some of its largest weights in the 'MIT' countries - Mexico, Indonesia and Thailand-again, which differs from traditional, comparable investments," said Schwartz. Combined, the four BRIC nations represent about 33.6 percent of DGRE's weight compared to a roughly 41 percent allocation for those countries in the MSCI Emerging Markets Index. DGRE's top-five country weights are Brazil at 14.8 percent, South Africa at 14.3 percent, Indonesia at nearly 13.5 percent, Russia at almost 11 percent and Mexico at 10. 2 percent. DGRE is the fourth dividend ETF in WisdomTree's dividend growth lineup with the others being the WisdomTree U.S. SmallCap Dividend Growth Fund, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree Global ex-US Growth Fund (NYSE: DNL ). The firm is also a leader in emerging markets dividend ETFs as the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS ) have about $6.3 billion in combined assets under management. For more on ETFs, click here . (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Profit with More New & Research . Gain access to a streaming platform with all the information you need to invest better today. Click here to start your 14 Day Trial of Benzinga Professional The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The firm is also a leader in emerging markets dividend ETFs as the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS ) have about $6.3 billion in combined assets under management. Financials, materials and technology round out the fund's top-five sector exposures. In a year when the BRIC quartet has collectively delivered dismal returns , investors may be looking for other ways of gaining emerging markets exposure.
The firm is also a leader in emerging markets dividend ETFs as the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS ) have about $6.3 billion in combined assets under management. WisdomTree (NASDAQ: WETF ), already one of the top issuers of dividend ETFs , continues to bulk up that lineup with Thursday's introduction of the WisdomTree Emerging Markets Dividend Growth Fund ( DGRE ), the firm's third emerging markets dividend ETF. DGRE is the fourth dividend ETF in WisdomTree's dividend growth lineup with the others being the WisdomTree U.S. SmallCap Dividend Growth Fund, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree Global ex-US Growth Fund (NYSE: DNL ).
The firm is also a leader in emerging markets dividend ETFs as the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS ) have about $6.3 billion in combined assets under management. WisdomTree (NASDAQ: WETF ), already one of the top issuers of dividend ETFs , continues to bulk up that lineup with Thursday's introduction of the WisdomTree Emerging Markets Dividend Growth Fund ( DGRE ), the firm's third emerging markets dividend ETF. DGRE is the fourth dividend ETF in WisdomTree's dividend growth lineup with the others being the WisdomTree U.S. SmallCap Dividend Growth Fund, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree Global ex-US Growth Fund (NYSE: DNL ).
The firm is also a leader in emerging markets dividend ETFs as the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ) and the WisdomTree Emerging Markets SmallCap Dividend Fund (NYSE: DGS ) have about $6.3 billion in combined assets under management. Indeed, unlike so many emerging markets ETFs that are heavy on financial services, energy or materials names, DGRE's top sector weight is 19.2 percent to staples followed by 19 percent to telecom. Combined, the four BRIC nations represent about 33.6 percent of DGRE's weight compared to a roughly 41 percent allocation for those countries in the MSCI Emerging Markets Index.
418959bc-0f3f-4bff-a2c1-659e51f94411
727188.0
2013-07-24 00:00:00 UTC
The Only Emerging-Markets Play Worth Holding 'Forever'
DEM
https://www.nasdaq.com/articles/only-emerging-markets-play-worth-holding-forever-2013-07-24
nan
nan
A bird in the hand is worth two in the bush. If the twomarket crashes since the turn of the century have taught us one thing, it is that this proverb is extremely relevant toinvesting . Investors relying only to future growth instock prices for their returns were badly burned as they saw their portfolios decimated by the dot-com bust and the GreatRecession . Those investors holding portfolios with an even mix of dividends and growth were certainly not immune, but they could at least look to pastcash returns for overall performance. On average since 1962, the market has suffered
If the twomarket crashes since the turn of the century have taught us one thing, it is that this proverb is extremely relevant toinvesting . Investors relying only to future growth instock prices for their returns were badly burned as they saw their portfolios decimated by the dot-com bust and the GreatRecession . Those investors holding portfolios with an even mix of dividends and growth were certainly not immune, but they could at least look to pastcash returns for overall performance.
A bird in the hand is worth two in the bush. If the twomarket crashes since the turn of the century have taught us one thing, it is that this proverb is extremely relevant toinvesting . Those investors holding portfolios with an even mix of dividends and growth were certainly not immune, but they could at least look to pastcash returns for overall performance.
A bird in the hand is worth two in the bush. If the twomarket crashes since the turn of the century have taught us one thing, it is that this proverb is extremely relevant toinvesting . Investors relying only to future growth instock prices for their returns were badly burned as they saw their portfolios decimated by the dot-com bust and the GreatRecession .
A bird in the hand is worth two in the bush. If the twomarket crashes since the turn of the century have taught us one thing, it is that this proverb is extremely relevant toinvesting . Investors relying only to future growth instock prices for their returns were badly burned as they saw their portfolios decimated by the dot-com bust and the GreatRecession .
aa5a239d-5735-494e-b83d-893cb4d59ee8
727189.0
2013-06-27 00:00:00 UTC
Profit From Emerging Markets Right Now -- And Get A 3% Dividend
DEM
https://www.nasdaq.com/articles/profit-emerging-markets-right-now-and-get-3-dividend-2013-06-27
nan
nan
If you've beeninvesting in countries such as South Africa and Brazil, the phrase "bear market " comes to mind. Theirstock markets are off more than 20% thisyear , and Russia, Mexico, China and Turkey aren't far behind. Some of those losses are attributable to weak foreign currencies, but no matter the cause, many investors are rethinking the wisdom of global investing. That's a shame, because despite their volatility, these are the same countries that are quickly transitioning from emerging economies into developed economies. Still, 2013 is shaping up to be a lost year.Analysts at S&PCapital IQ expect aggregated profits acrossemerging markets to fall roughly 4% in the 12 months ahead. Compare that outlook to the expectations for modestgains here in the U.S. Yet these analysts cite another stat you simply can't ignore: Whereas U.S.stocks trade for 13.6 times projected profits, thatmultiple is just 9.4 for emerging markets. Considering that emerging markets typically sport more robust long-term growth prospects than developed markets, that's led some to sense a clear buying opportunity. If you want to play the emerging markets angle but are daunted by the risk, then focus one of our favorite exchange-traded funds: the WisdomTree Emerging MarketsEquity ETF ( DEM ) . It's a member of our "Forever Stocks" portfolio for a good reason. Its focus ondividend payers should help keep it aloft in the comingquarters , even if many economies slump. How do we know this ETFwill survive this year's slowdown intact? History already tells us so. Back in 2009, while the globaleconomy was still reeling, thisfund 's payment streams took only a moderate hit. The ETF's dividend distribution was reduced from $1.90 a share in 2008 to $1.46 in 2009. And the dividend rebounded nicely, approaching $2.28 a share in 2011. Of course, the fresh economic weakness this year means that the dividend will likely be below $2 a share, but as the global economy stabilizes in 2014 and 2015, look for payouts to again reach record heights. Our confidence in that outlook stems from this portfolio's construction. Many of its holdings are leveraged to rising middle classes. For example, more than 50% of the companies in this portfolio are in financial services, telecommunications and information technology. Another important aspect of this fund is itsdiversification . It holds over 200 high-yielding stocks, giving extra weighting to higher yielders when it comes to for quarterlyrebalancing . "Thanks to its dividend-weighting strategy, DEM has had a high-quality portfolio relative to the cap-weighted MSCI Emerging MarketsIndex ,"note analysts at Morningstar, who give this fund a perfect five-starrating . The 0.63%expense ratio is roughly in line with the peer group. The Fresh Opening I am talking about this "Forever"investment right now because it has suddenly moved out of favor. I like to track qualityinvestments like this, especially if they have a great long-term positioning, whenever theirshares have been discounted. And as this chart shows, investors are fleeing. Risks to Consider: Emerging markets may not have yet hit bottom, so it's crucial that you maintain a long-term view when buying into these markets. Action to Take --> The recent slump in emergingmarket equities has made them even more of a value when compared with U.S. stocks. Such a wide disconnect in valuations only comes along once every five or 10 years, often creating a great entry point for investors who had held off from taking on emergingmarket exposure . The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. © Copyright 2001-2016 StreetAuthority, LLC. All Rights Reserved. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
"Thanks to its dividend-weighting strategy, DEM has had a high-quality portfolio relative to the cap-weighted MSCI Emerging MarketsIndex ,"note analysts at Morningstar, who give this fund a perfect five-starrating . If you want to play the emerging markets angle but are daunted by the risk, then focus one of our favorite exchange-traded funds: the WisdomTree Emerging MarketsEquity ETF ( DEM ) . Yet these analysts cite another stat you simply can't ignore: Whereas U.S.stocks trade for 13.6 times projected profits, thatmultiple is just 9.4 for emerging markets.
If you want to play the emerging markets angle but are daunted by the risk, then focus one of our favorite exchange-traded funds: the WisdomTree Emerging MarketsEquity ETF ( DEM ) . "Thanks to its dividend-weighting strategy, DEM has had a high-quality portfolio relative to the cap-weighted MSCI Emerging MarketsIndex ,"note analysts at Morningstar, who give this fund a perfect five-starrating . That's a shame, because despite their volatility, these are the same countries that are quickly transitioning from emerging economies into developed economies.
If you want to play the emerging markets angle but are daunted by the risk, then focus one of our favorite exchange-traded funds: the WisdomTree Emerging MarketsEquity ETF ( DEM ) . "Thanks to its dividend-weighting strategy, DEM has had a high-quality portfolio relative to the cap-weighted MSCI Emerging MarketsIndex ,"note analysts at Morningstar, who give this fund a perfect five-starrating . Considering that emerging markets typically sport more robust long-term growth prospects than developed markets, that's led some to sense a clear buying opportunity.
If you want to play the emerging markets angle but are daunted by the risk, then focus one of our favorite exchange-traded funds: the WisdomTree Emerging MarketsEquity ETF ( DEM ) . "Thanks to its dividend-weighting strategy, DEM has had a high-quality portfolio relative to the cap-weighted MSCI Emerging MarketsIndex ,"note analysts at Morningstar, who give this fund a perfect five-starrating . Compare that outlook to the expectations for modestgains here in the U.S.
b607d54b-7e60-4ac8-aaf4-096f82d3b6f4
727190.0
2013-06-25 00:00:00 UTC
Russia ETFs: Putin Pressing For Dividends
DEM
https://www.nasdaq.com/articles/russia-etfs-putin-pressing-dividends-2013-06-25
nan
nan
Emerging markets have provided investors with ample disappointment this year and the BRIC nations have been among the ringleaders when it comes to developing world negativity. While some members of the quartet share discouraging traits in common, stocks in each country have also been plagued by various domestic factors. In Russia, a slew of dividend disappointments have weighed on stocks there and hampered the government's goals of attracting more foreign investors to the oil-rich country. To be clear, Russia's dividend disappointments do not necessarily mean cuts or suspensions. Rather, the consternation for investors comes from the reluctance of Russia's state-controlled enterprises to go along with President Vladimir Putin's demands that these companies would start paying out 25 percent of their net income in dividends this year. A frequently used selling point for Russian equities is that the RSX ), the largest Russia-specific ETF, had a P/E ratio of about five and a price-to-book ratio of just 0.44 as of May 31. The iShares MSCI Emerging Markets Index Fund (NYSE: EEM ) has a P/E of 18 and a price-to-book ratio of three. Valuations have not been enough to lure buyers to Russian stocks and ETFs . Not at a time when emerging markets equities are being pounded and Russia's highly profitable state-run companies are rebuffing Putin, a leader accustomed to getting his way. Putin was successful in getting OAO Rosneft, Russia's largest oil company, to go along with the 25 percent of net income as dividends plan. However, Gazprom, Russia's state-controlled natural gas monopoly is only paying a dividend that equals 25 percent of last year's profits using an accounting gimmick. Other companies are resisting the 25 percent of net income dividend plan as well. Sberbank and VTB Bank OJSC are planning dividends that amount to 17 percent of net income . Those four stocks combine for about 23.6 percent of RSX's weight and 37.4 percent of the iShares MSCI Russia Capped Index Fund's (NYSE: ERUS ) weight. The average 30-day SEC yield on the two ETFs is about 2.5 percent, or almost 10 basis points less than what investors will get on 10-year U.S. Treasurys. For his part, Putin is not letting Russian companies skirt the 25 percent rule forever. Starting in 2014, the prime minister's approval will be needed to exempt companies from a payout equivalent to at least 25 percent of profit under international accounting methods, Bloomberg reported, citing Russian Deputy Prime Minister Igor Shuvalov . The objective is to make Russian state-controlled companies more attractive to foreign investors as the Kremlin prepares to pare its stakes in banks, oil companies and others. Should the plan prove successful, investors that do not want the commitment or risk of a Russia-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Russia is DEM's largest county weight at 18.5 percent, by far the largest allocation to the country of the major diversified global emerging markets ETFs. Four Russian companies are found among DEM's top-10 holdings. Rosneft and Gazprom are the ETF's top-10 holdings combing for 9.2 percent of the fund's weight. For more on ETF's click here . (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Profit with More New & Research . Gain access to a streaming platform with all the information you need to invest better today. Click here to start your 14 Day Trial of Benzinga Professional The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Rather, the consternation for investors comes from the reluctance of Russia's state-controlled enterprises to go along with President Vladimir Putin's demands that these companies would start paying out 25 percent of their net income in dividends this year. Should the plan prove successful, investors that do not want the commitment or risk of a Russia-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Russia is DEM's largest county weight at 18.5 percent, by far the largest allocation to the country of the major diversified global emerging markets ETFs.
Should the plan prove successful, investors that do not want the commitment or risk of a Russia-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Rather, the consternation for investors comes from the reluctance of Russia's state-controlled enterprises to go along with President Vladimir Putin's demands that these companies would start paying out 25 percent of their net income in dividends this year. Russia is DEM's largest county weight at 18.5 percent, by far the largest allocation to the country of the major diversified global emerging markets ETFs.
Rather, the consternation for investors comes from the reluctance of Russia's state-controlled enterprises to go along with President Vladimir Putin's demands that these companies would start paying out 25 percent of their net income in dividends this year. Should the plan prove successful, investors that do not want the commitment or risk of a Russia-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Russia is DEM's largest county weight at 18.5 percent, by far the largest allocation to the country of the major diversified global emerging markets ETFs.
Rather, the consternation for investors comes from the reluctance of Russia's state-controlled enterprises to go along with President Vladimir Putin's demands that these companies would start paying out 25 percent of their net income in dividends this year. Should the plan prove successful, investors that do not want the commitment or risk of a Russia-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). Russia is DEM's largest county weight at 18.5 percent, by far the largest allocation to the country of the major diversified global emerging markets ETFs.
0bc2746e-fcf4-41b2-bf36-f0435edde0aa
727191.0
2013-06-19 00:00:00 UTC
WisdomTree Emerging Markets Rebalance Results In Significantly More Russia Exposure
DEM
https://www.nasdaq.com/articles/wisdomtree-emerging-markets-rebalance-results-significantly-more-russia-exposure-2013-06
nan
nan
By Morningstar : By Patricia Oey Last week, WisdomTree disclosed the rebalanced portfolio of the 5-star rated WisdomTree Emerging Markets Equity Income ( DEM ) , which will be implemented following the close of trading on Friday, June 21. DEM's dividend-weighting strategy has resulted in an annualized 450-basis-point outperformance relative to the cap-weighted MSCI Emerging Markets Index over the past five years to May 2013. Part of this performance was due to DEM's quality tilt, as demonstrated by its lower volatility. During the 2008 global financial crisis, DEM's total drawdown was 46.7% versus the MSCI EM Index's decline of 58.8%. Earlier this year, in my article " Is Our Favorite Emerging-Markets Equity ETF Getting Riskier? " I noted that following DEM's June 2012 rebalance, its portfolio had changed significantly. Most notably, Russian stocks had risen to 13% of the portfolio, from an average of 2% over the prior three years. Chinese stocks also jumped--to 16% from 3% over the prior three years--due primarily to the addition of two large state-owned banks. With DEM's large allocations in Russian stocks and Chinese banks following its 2012 rebalance, I was concerned that volatility was going to rise, which turned out to be the case. Over the past year, the fund's monthly standard deviation of returns was 8.8%, which was only slightly lower than the MSCI EM Index's 9.3%. This compares unfavorably with DEM's much lower annualized five-year standard deviation of 23.3%, versus the MSCI EM Index's 28.0%. DEM also underperformed the MSCI EM Index by about 150 basis points over the past year. Following the 2013 rebalance, Russian stocks will comprise an even larger piece of DEM. This trend is the result of a ruling announced last year that state-owned firms are to pay at least 25% of net income in dividends. The intended outcome of this ruling was to boost foreign investor interest in Russian stocks, lift valuations ahead of the government's plan to sell some of its shares in state-owned firms, and provide much-needed additional revenue into public coffers. For the year to date, Russian stocks are underperforming the MSCI EM Index because of uncertainty regarding these dividends, Gazprom's (Russia's largest company as measured by market capitalization) weak share price performance, and resurfacing concerns about the rights of minority shareholders in Russia. The government's new dividend policy in Russia is not yet seeing its intended results, particularly in the area of improving share price performance. While investors had been expecting Russian companies to calculate this year's dividend payout ratio on profits based on International Financial Reporting Standards, some companies elected to use Russian Accounting Standards to calculate their net profit. The main difference between the two methods is that IFRS requires companies to consolidate results, whereas RAS does not; thus, profits, and therefore dividends, under RAS tend to be substantially smaller. We also note that not all companies are complying with the dividend rule. Large-cap banks such as Sberbank and VTB are not hitting the 25% payout ratio this year in order to meet their capital requirements. State-owned natural gas monopoly Gazprom, on the other hand, announced in early 2012 that it was going to more double its dividend payout; as a result, it became DEM's largest holding at 7% of the portfolio, following the 2012 rebalance. Unfortunately, since June 2012, plenty of bad news has had a negative impact on Gazprom's shares--plans by the government to raise taxes on the energy industry to help balance the budget, ballooning expenses on the construction of a foreign-policy-motivated South Stream pipeline (to serve European customers who have been increasing diversifying away from Gazprom to cheaper alternatives), and deeply entrenched corruption and waste. The Peterson Institute for International Economics, a think tank, estimates that although Gazprom posted nominal profits of $46 billion in 2011, it lost $40 billion to corruption and inefficiency. Gazprom may be an egregious model, but it can serve as an example of the risks of investing in state-owned firms. Over the past year, the London-listed Gazprom ADR (for Russian exposure, DEM only holds London-listed shares of Russian companies) has been down 27%. Following the 2013 rebalance, Gazprom will be one of DEM's top holdings, accounting for around 5% of the portfolio. Perception of corporate governance in Russia took another step back a couple of weeks ago when state-owned oil firm Rosneft, which completed its purchase of TNK-BP in March, announced it would not pay any dividends this year to minority shareholders of TNK-BP Holdings. Rosneft says it doesn't have to pay dividends to minority shareholders, who are mostly long-term foreign investors, because the ownership of TNK-BP was in transition last year. This move added insult to injury, as Rosneft did not offer to buy out the minority shareholders when the acquisition was announced last October. Rosneft will be a new addition to DEM following this year's reconstitution, and will be the third-largest holding, at around 4%. Russia is currently trading at a trailing 12-month price/earnings ratio of 5 times versus the MSCI EM Index's 12 times; this discount is almost the largest it has been over the past six and a half years. Russian stocks may be cheap enough for very risk-tolerant, long-term investors, but in the near term this fund's Russia overweighting may be an anchor. Russian stocks may also continue to grow as an allocation within DEM over the next few years as the government contemplates raising the dividend payout ratio to 35% by 2015. Turning to China, shares of the big four state-owned banks performed well over the past year to May 2013, rising 21% to 30%. These banks accounted for 13% of the portfolio following the 2012 rebalance and will account for about 10% after this year's rebalance. While investors continue to be concerned about the rise of nonperforming loans and the impact of interest-rate liberalization, the big four banks seemed to prove the naysayers wrong by delivering strong 2012 results, which have helped support share prices. However, the 10%-20% rise in profitability across the four firms was driven by loan growth, primarily for infrastructure projects, real estate and key manufacturing sectors (areas which have seen over-investment over the past decade), and the fast-growing wealth-management product business aimed at retail investors. Nonperforming loans remained flat in 2012, partially due to the fact that regulators have allowed banks to roll over many of the loans that are overdue to local governments. Some local governments have refinanced these loans by issuing bonds, which in turn have turned up as assets backing new wealth-management products. According to the China Banking Regulatory Commission, wealth-management products have grown from close to zero a few years ago to $1.2 trillion at the end of 2012. These short-term, high-yielding products pool together customer funds and invest the money into different types of assets, some of which may have long-term maturities. Regulators have not been able to successfully track where exactly these funds are going and recently introduced some new rulings on how the assets should be managed and what types of disclosures are required. As the economy slows, it may become increasingly difficult for these Chinese banks to continue their maneuverings and sustain strong operational performance. In a worst-case scenario, rising defaults could result in a run on banks (by depositors and investors in wealth-management products) and a possible credit crunch. This is a risk not only to the banks but to the Chinese financial system. Over the past week, Chinese banks' share prices have been under significant pressure because of a sudden rate spike in the Chinese interbank funding market amid slowing foreign-capital inflows and the banks' needs to fulfill investor obligations. Not surprisingly, we continue to be concerned about the exposures of this fund and the impact that may have on performance. Instead of DEM, we prefer WisdomTree Emerging Markets Small Cap DividendETF ( DGS ) . Even though this is a small-cap fund, over the past five years it was less volatile than the MSCI EM Index, and over the past year it was even less volatile than its large-cap sibling DEM. DGS' country allocations do not change much from year to year, and because it is a small-cap fund, it has little, if any, exposure to state-owned firms. It also has no exposure to Russian firms. Please see the Portfolio Construction section in the( DEM ) Analyst Report (linked above) for more details on the fund and its index methodology. Disclosure : Morningstar, Inc. licenses its indexes to institutions for a variety of reasons, including the creation of investment products and the benchmarking of existing products. When licensing indexes for the creation or benchmarking of investment products, Morningstar receives fees that are mainly based on fund assets under management. As of Sept. 30, 2012, AlphaPro Management, BlackRock Asset Management, First Asset, First Trust, Invesco, Merrill Lynch, Northern Trust, Nuveen, and Van Eck license one or more Morningstar indexes for this purpose. These investment products are not sponsored, issued, marketed, or sold by Morningstar. Morningstar does not make any representation regarding the advisability of investing in any investment product based on or benchmarked against a Morningstar index. See also Hidden Treasure In This 7% Tax-Free Yield Play on seekingalpha.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
By Morningstar : By Patricia Oey Last week, WisdomTree disclosed the rebalanced portfolio of the 5-star rated WisdomTree Emerging Markets Equity Income ( DEM ) , which will be implemented following the close of trading on Friday, June 21. DEM's dividend-weighting strategy has resulted in an annualized 450-basis-point outperformance relative to the cap-weighted MSCI Emerging Markets Index over the past five years to May 2013. Part of this performance was due to DEM's quality tilt, as demonstrated by its lower volatility.
Over the past year, the London-listed Gazprom ADR (for Russian exposure, DEM only holds London-listed shares of Russian companies) has been down 27%. By Morningstar : By Patricia Oey Last week, WisdomTree disclosed the rebalanced portfolio of the 5-star rated WisdomTree Emerging Markets Equity Income ( DEM ) , which will be implemented following the close of trading on Friday, June 21. DEM's dividend-weighting strategy has resulted in an annualized 450-basis-point outperformance relative to the cap-weighted MSCI Emerging Markets Index over the past five years to May 2013.
Even though this is a small-cap fund, over the past five years it was less volatile than the MSCI EM Index, and over the past year it was even less volatile than its large-cap sibling DEM. By Morningstar : By Patricia Oey Last week, WisdomTree disclosed the rebalanced portfolio of the 5-star rated WisdomTree Emerging Markets Equity Income ( DEM ) , which will be implemented following the close of trading on Friday, June 21. DEM's dividend-weighting strategy has resulted in an annualized 450-basis-point outperformance relative to the cap-weighted MSCI Emerging Markets Index over the past five years to May 2013.
With DEM's large allocations in Russian stocks and Chinese banks following its 2012 rebalance, I was concerned that volatility was going to rise, which turned out to be the case. Even though this is a small-cap fund, over the past five years it was less volatile than the MSCI EM Index, and over the past year it was even less volatile than its large-cap sibling DEM. By Morningstar : By Patricia Oey Last week, WisdomTree disclosed the rebalanced portfolio of the 5-star rated WisdomTree Emerging Markets Equity Income ( DEM ) , which will be implemented following the close of trading on Friday, June 21.
3e2d43b0-fd57-4011-9272-79075c09458e
727192.0
2013-05-02 00:00:00 UTC
2 Ways To Invest In Emerging Markets With Less Effort And Risk
DEM
https://www.nasdaq.com/articles/2-ways-invest-emerging-markets-less-effort-and-risk-2013-05-02
nan
nan
Successful investors are a naturally curious breed, and the search for profit-producinginvestments can be a great outlet for high curiosity levels. Unfortunately, many investors are stymied by a one-track mindset, often because of past success in a particular area. For instance, I know several investors who invest only in American companies. They've had success with this single-minded view, but the ever-changing nature of the world'seconomy means they're leaving tremendous opportunities on the table. Fear of the unknown is commonly what keeps investors doing the same thing over and over again despite their natural curiosity. This is particularly true when it comes toemerging markets -- countries like China, Argentina, Brazil, Hungary, Peru, Russia, India and Turkey, to name a few. According to the International MonetaryFund , emerging markets are expected to grow two to three times faster than developed economies like the United States. If this isn't enough to whet your appetite, consider that 70% of the world's economic growth is expected to come from emerging markets over the next several years. Out of this 70%, a full 40% is projected to come from just China and India. It is estimated that the totalGDP of emerging marketswill overtake that of the developed economies in 2014 -- and that China'spurchasing power will surpass that of the United States by 2016. As you can see, I am verybullish on emerging markets, for a few reasons: 1. China China is theprime driver of emerging-market growth. Despite the feared economic slowdown, the country is still reporting an astounding 7.5% growth rate. Any other country would be jumping for joy with this rate, but expectations for China are so high, it seems anticlimactic. China is now morphing from a manufacturing and exporting economy to a consumer-based economy. China will produce a current account surplus of $450 billion or more into 2016, according toIMF projections. 2. Politics Governments in China and other emerging markets are slowly warming to the idea of free enterprise. This sea change will be slow because entrenched political beliefs are difficult to change. However, the change has begun, and once consumers and businesses in those countries get a taste of economic freedom, there will be no turning back. 3. The Pullback I will be the first tonote that expectations for emerging markets are sky-high in the minds of many investors. I can't say I blame them: During the past decade, the MSCI Emerging Marketsindex returned an annualized 16.8%, double the return of the S&P 500 over the same period. Thisyear , however, the index has fallen more than 3% while the S&P 500 soared nearly 10%. This minorcorrection spells opportunity in my book. How To Invest In Emerging Markets The most efficient way to invest into thestock markets of emerging markets is through exchange-tradedfunds ( ETFs ). ETFs have done the hard work of building a diversified portfolio of emerging-marketstocks . Here's a closer look at my two favorite emerging-market ETFs: Vanguard FTSE Emerging MarketsETF ( VWO ): This ETF seeks to track the performance of the FTSE Emerging Transition Index in addition to providing exposure to South Koreanequities . The chart clearly shows the downtrend triggered by Chinese growth worries, the price bottom and bounce higher. I like this ETF on a breakout close above $43.50. WisdomTree FTSE Emerging Markets ETF ( DEM ): This is my favorite ETF in the emerging-markets sector. It seeks to track the price andyield of the WisdomTree Emerging MarketsEquity Income Index. This index, which is built upon the highest-dividend stocks in the emerging markets, boasts a 12-month yield of 3.31%. Technically, this ETF looks similar to Vanguard's. You can see the Chinese fear selling, the price bottom and bounce. As with the previous ETF, I like this one as a momentum play above $56. Make no mistake about it, emerging markets are risky. Although there is high reward within the risk, these markets are subject to free-market principles taking hold. While progress has been made, in this regard, the winds of change could easily reverse. Use only a small percentage of your portfolio wheninvesting in emerging markets, as the sector remains speculative despite the historic performance. Action to Take --> Of these two emerging-market ETFs, I prefer the WisdomTree ETF for itsdividend yield and focus on the most stable companies. Both are technical breakout buy candidates and will provide diversified exposure to emerging markets. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. © Copyright 2001-2016 StreetAuthority, LLC. All Rights Reserved. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree FTSE Emerging Markets ETF ( DEM ): This is my favorite ETF in the emerging-markets sector. Successful investors are a naturally curious breed, and the search for profit-producinginvestments can be a great outlet for high curiosity levels. According to the International MonetaryFund , emerging markets are expected to grow two to three times faster than developed economies like the United States.
WisdomTree FTSE Emerging Markets ETF ( DEM ): This is my favorite ETF in the emerging-markets sector. Here's a closer look at my two favorite emerging-market ETFs: Vanguard FTSE Emerging MarketsETF ( VWO ): This ETF seeks to track the performance of the FTSE Emerging Transition Index in addition to providing exposure to South Koreanequities . Both are technical breakout buy candidates and will provide diversified exposure to emerging markets.
WisdomTree FTSE Emerging Markets ETF ( DEM ): This is my favorite ETF in the emerging-markets sector. How To Invest In Emerging Markets The most efficient way to invest into thestock markets of emerging markets is through exchange-tradedfunds ( ETFs ). Here's a closer look at my two favorite emerging-market ETFs: Vanguard FTSE Emerging MarketsETF ( VWO ): This ETF seeks to track the performance of the FTSE Emerging Transition Index in addition to providing exposure to South Koreanequities .
WisdomTree FTSE Emerging Markets ETF ( DEM ): This is my favorite ETF in the emerging-markets sector. China China is theprime driver of emerging-market growth. How To Invest In Emerging Markets The most efficient way to invest into thestock markets of emerging markets is through exchange-tradedfunds ( ETFs ).
be215f86-bb37-4532-b02d-17f58237b27f
727193.0
2013-05-02 00:00:00 UTC
WisdomTree Files for 3 Emerging Market ETFs - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/wisdomtree-files-for-3-emerging-market-etfs-etf-news-and-commentary-2013-05-02
nan
nan
Many ETF providers have been filing for new products, with this trend picking up steam as we approach summer. WisdomTree has been no exception, having filed for three new ETFs in order to give investors a fresh way to tackle emerging market securities. These new funds, if approved, would allow investors to tap into the quickly growing, but currently beaten down, emerging economies. These nations could be interesting plays in the future as their valuations are quite favorable at current levels, suggesting that WisdomTree's potential offering could make a splash in the space (read: Time to Buy Emerging Market ETFs? ). While a great deal of the key information - such as expense ratio or ticker symbol - was not available in the initial release, other important points were released in the filing. We have highlighted those below for investors, who may be looking for a new emerging equity play from WisdomTree should they pass regulatory hurdles: WisdomTree Emerging Markets Consumer Growth Fund The proposed ETF looks to track the price and yield performance of the WisdomTree Emerging Markets Consumer Growth Index, before fees and expenses. This is a fundamentally weighted index that consists of consumer growth stocks in emerging markets having a market value of at least $1 billion and average daily trading volume of at least $500,000 for each of the six months preceding the Index rebalance. This new fund, if approved, could fetch heavy inflows and investor interest in the future given that it has minimal competition. From our estimation, there are only a few other funds that are targeting this space with arguably the most well-known being the EGShares Emerging Markets Consumer ETF ( ECON ). The product has amassed $970 million since its debut in Sep 2010. ECON tracks the Dow Jones Emerging Markets Consumer Titans 30 Index while charging higher 0.85% in fees. The fund holds 30 securities in the basket with focus on South African and Mexican firms, each having 19% share. Further, the outlook for emerging consumer market looks attractive due to positive demographic trends in these countries. The median age in the emerging countries is much lower compared with most developed countries and growing incomes, many people join the ranks of middle class every day. The rapidly growing middle class in emerging markets will ensure the growth of consumer-focused companies in these regions, and could make ETFs targeting this trend a strong choice (read: Can the Consumer Staples ETF Go Higher? ). WisdomTree Emerging Markets Low Volatility Equity Fund This proposed ETF looks to track the WisdomTree Emerging Markets Low Volatility Equity Index, focusing on stocks that provide low volatility and higher growth. The Index comprises 200 emerging market companies with the best historical volatility, return on equity, and return on assets. It is volatility weighted annually and caps each sector and country at 20%. The new product could be an exciting pick for longer-term investors who focus on risk-adjusted returns and could see big inflows and solid investor interest as the low volatility strategy is a recent development (less than 2 years old) in the ETF industry. Low volatility ETFs generate decent and often impressive returns above their higher volatility counterparts at times of market uncertainty. This is because these funds generally include those stocks in their portfolio that have shown more stability in the past and have experienced the least movement. These funds have attracted a lot of attention in recent months due to increased market volatility and are outpacing their broad market counterparts this year by a wide margin (read: Buy These ETFs for Higher Returns and Lower Risk ). However, there are currently two funds in the low volatility emerging market ETF space: The most popular is the MSCI Emerging Market Minimum Volatility Index fund ( EEMV ) debuted by iShares in Oct 2011 and has an impressive $1.9 billion in AUM. The ETF holds 211 securities and charges a low expense ratio of 25 bps a year in fees. The next popular product is the PowerShares S&P Emerging Markets Low Volatility Portfolio ( EELV ). This ETF has amassed $141.6 million in assets and holds 201 securities in the basket. The fund has an expense ratio of 0.29%. WisdomTree Emerging Markets Dividend Growth Fund This proposed fund will follow the WisdomTree Emerging Markets Dividend Growth Index, a fundamentally weighted index that consists of emerging market dividend-paying stocks with growth characteristics. The securities included in the index must have a market value of at least $200 million and average daily trading volume of at least $200,000 for each of the six months preceding the Index rebalance date. This new product could be an interesting choice for investors seeking a new dividend-focused ETF, while at the same time looking for a broad diversified play on the emerging dividend market (read: Are There Really High-Dividend, Low-Risk ETFs? ). High dividend ETFs appear to be the best bet for yield-starved investors in the ultra low rate environment. At the same time, since most dividend paying companies are stable and mature, these ETFs could provide greater stability and safety in a volatile environment, which is once again an investor concern. There is still an appetite for this fund despite a couple of choices in the space. This is because WisdomTree is already the dominant purveyor of emerging markets dividend ETFs (read: WisdomTree Files for Two Dividend ETFs ). The most popular in the bunch is WisdomTree's own Emerging Markets Equity Income Fund ( DEM ). The product measures the performance of the highest dividend yielding stocks selected from the WisdomTree Emerging Markets Dividend Index. The fund has amassed about $5.5 billion in AUM while charges 63 bps in fees per year from investors. Another popular product is the WisdomTree Emerging Markets SmallCap Dividend Fund ( DGS ) that focuses on small cap securities by tracking the WisdomTree Emerging Markets SmallCap Dividend Index. The fund charges 64 bps in annual fees and has managed assets over $1.5 billion (see more ETFs in the Zacks ETF Center ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products. Bottom Line These funds, if approved, could give investors new ways to play the emerging markets beyond the current lineup. If they will succeed in terms of generating assets is another matter, though their novelty and investor demand for yield, low volatility, and emerging consumer stocks, could help in their quest to build up a significant following. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports WISDMTR-E SC DV (DGS): ETF Research Reports EMERG-GS DJ EMC (ECON): ETF Research Reports PWRSH-SP EM LVP (EELV): ETF Research Reports ISHARS-MS EMMV (EEMV): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
If they will succeed in terms of generating assets is another matter, though their novelty and investor demand for yield, low volatility, and emerging consumer stocks, could help in their quest to build up a significant following. Further, the outlook for emerging consumer market looks attractive due to positive demographic trends in these countries. The most popular in the bunch is WisdomTree's own Emerging Markets Equity Income Fund ( DEM ).
Further, the outlook for emerging consumer market looks attractive due to positive demographic trends in these countries. The most popular in the bunch is WisdomTree's own Emerging Markets Equity Income Fund ( DEM ). Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products.
Further, the outlook for emerging consumer market looks attractive due to positive demographic trends in these countries. The most popular in the bunch is WisdomTree's own Emerging Markets Equity Income Fund ( DEM ). Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products.
Further, the outlook for emerging consumer market looks attractive due to positive demographic trends in these countries. The most popular in the bunch is WisdomTree's own Emerging Markets Equity Income Fund ( DEM ). Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products.
73fdb14e-52ce-40fd-a15c-bc01b5b9893f
727194.0
2013-04-29 00:00:00 UTC
WisdomTree Files For Trio Of Emerging ETFs
DEM
https://www.nasdaq.com/articles/wisdomtree-files-trio-emerging-etfs-2013-04-29
nan
nan
WisdomTree, the ETF-only firm known for its "fundamental" funds, filed regulatory paperwork to market three separate emerging markets equities funds targeting consumer product companies, high-dividend-paying firms and stocks that have relatively low volatility, respectively. The three funds, and their basic characteristics are: WisdomTree Emerging Markets Consumer Growth Fund, an optimized fund that won't own all the securities in its index that will cherry-pick dividend-paying companies with growth characteristics WisdomTree Emerging Markets Low Volatility Equity Fund, an optimized fund that will own securities that historically have exhibited lower volatility and higher growth WisdomTree Emerging Markets Dividend Growth Fund, an optimized fund whose index will select stocks consumer growth stock in developing world equity markets. Each of the three funds will select from a universe of 17 countries including Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Korea, Malaysia, Mexico, the Philippines, Poland, Russia, South Africa, Taiwan, Thailand and Turkey, according to the three different prospectuses. The filings together suggest that the New York-based company is branching into more specific niches of the emerging markets, not unlike Emerging Global Advisors, another New York-based ETF firm whose entire business plan is focused on various investment strategies centered on the developing world. WisdomTree appears to be building on its $5.5 billion dividend-focused WisdomTree Emerging Markets Equity Income Fund (NYSEArca:DEM)-one of the firm's most successful strategies. The paperwork didn't name any of the proposed tickers or any proposed annual expense ratios, but did say each would have its primary listing on the Nasdaq. Permalink | 'copy; Copyright 2009 IndexUniverse LLC. All rights reserved Don't forget to check IndexUniverse.com's ETF Data section. Copyright ® 2013 IndexUniverse LLC . All Rights Reserved. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
WisdomTree appears to be building on its $5.5 billion dividend-focused WisdomTree Emerging Markets Equity Income Fund (NYSEArca:DEM)-one of the firm's most successful strategies. WisdomTree, the ETF-only firm known for its "fundamental" funds, filed regulatory paperwork to market three separate emerging markets equities funds targeting consumer product companies, high-dividend-paying firms and stocks that have relatively low volatility, respectively. Each of the three funds will select from a universe of 17 countries including Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Korea, Malaysia, Mexico, the Philippines, Poland, Russia, South Africa, Taiwan, Thailand and Turkey, according to the three different prospectuses.
WisdomTree appears to be building on its $5.5 billion dividend-focused WisdomTree Emerging Markets Equity Income Fund (NYSEArca:DEM)-one of the firm's most successful strategies. WisdomTree, the ETF-only firm known for its "fundamental" funds, filed regulatory paperwork to market three separate emerging markets equities funds targeting consumer product companies, high-dividend-paying firms and stocks that have relatively low volatility, respectively. The three funds, and their basic characteristics are: WisdomTree Emerging Markets Consumer Growth Fund, an optimized fund that won't own all the securities in its index that will cherry-pick dividend-paying companies with growth characteristics WisdomTree Emerging Markets Low Volatility Equity Fund, an optimized fund that will own securities that historically have exhibited lower volatility and higher growth WisdomTree Emerging Markets Dividend Growth Fund, an optimized fund whose index will select stocks consumer growth stock in developing world equity markets.
WisdomTree appears to be building on its $5.5 billion dividend-focused WisdomTree Emerging Markets Equity Income Fund (NYSEArca:DEM)-one of the firm's most successful strategies. WisdomTree, the ETF-only firm known for its "fundamental" funds, filed regulatory paperwork to market three separate emerging markets equities funds targeting consumer product companies, high-dividend-paying firms and stocks that have relatively low volatility, respectively. The three funds, and their basic characteristics are: WisdomTree Emerging Markets Consumer Growth Fund, an optimized fund that won't own all the securities in its index that will cherry-pick dividend-paying companies with growth characteristics WisdomTree Emerging Markets Low Volatility Equity Fund, an optimized fund that will own securities that historically have exhibited lower volatility and higher growth WisdomTree Emerging Markets Dividend Growth Fund, an optimized fund whose index will select stocks consumer growth stock in developing world equity markets.
WisdomTree appears to be building on its $5.5 billion dividend-focused WisdomTree Emerging Markets Equity Income Fund (NYSEArca:DEM)-one of the firm's most successful strategies. WisdomTree, the ETF-only firm known for its "fundamental" funds, filed regulatory paperwork to market three separate emerging markets equities funds targeting consumer product companies, high-dividend-paying firms and stocks that have relatively low volatility, respectively. Each of the three funds will select from a universe of 17 countries including Brazil, Chile, China, Czech Republic, Hungary, India, Indonesia, Korea, Malaysia, Mexico, the Philippines, Poland, Russia, South Africa, Taiwan, Thailand and Turkey, according to the three different prospectuses.
8991768a-65a4-4619-9d31-c4bcf438446c
727195.0
2013-04-16 00:00:00 UTC
Rising China Bank Dividends: Good News For These ETFs
DEM
https://www.nasdaq.com/articles/rising-china-bank-dividends-good-news-these-etfs-2013-04-16
nan
nan
The rise of China's shadow banking system and increased concerns about non-performing loans in the world's second-largest have prompted some global investors to be skittish about Chinese bank stocks. Although it is fair to say emerging markets financial services firms are riskier than their U.S. equivalents, rising dividends could be one reason investors should consider exposure to Chinese banks. In addition to the rising dividends, the major Chinese banks recently offered up some pleasant surprises in the terms of their year-end profits for 2012. "Many of the largest Chinese banks recently released their year-end earnings reports for 2012. What might be surprising to some is that the reports came out better than many analysts had expected," said WisdomTree Research Director Jeremy Schwartz in a new research note. Of the three major Chinese banks, all three "reported an increase in net profits of more than 10% compared to the previous year," said Schwartz in the note . For example, China Construction Bank's net profit jumped 14.26 percent last year from 2011. Industrial and Commercial Bank of China posted a net profit increase of 14.5 percent while Bank of China's after-tax profit climbed 11.51 percent. Schwartz also noted the return on equity for the big three China banks was superior to some developed market peers. The average return on equity for the aforementioned Chinese banking giants in 2012 was nearly 21 percent. By comparison, J.P. Morgan Chase (NYSE: JPM ) and Wells Fargo (NYSE: WFC ) had an average return on equity of just under 12 percent, according to WisdomTree data. One ETF that could benefit from a more positive outlook surrounding Chinese banks is the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). As is the case with many diversified emerging markets ETFs , DEM has a large weight (27.8 percent) to the financial services sector. However, a significant portion of that allocation goes to major Chinese banks. China Construction Bank is DEM's largest holding with a weight of nearly 8.2 percent. Industrial and Commercial Bank and Bank of China are DEM's fifth- and seventh-largest holdings, respectively, combing for nearly five percent of the ETF's weight. The WisdomTree Emerging Markets Equity Income Index (WTEMHY) weighs constituents based on annual cash dividends paid, according to the issuer . That means Chinese banks could take on an increasingly important role in terms of driving DEM's performance. "The increased dividends and profitability have contributed to generating positive stock price performance since these companies were added to the WisdomTree Emerging Markets Equity Income Index," said Schwartz in the note. Recently, the large Chinese banks have delivered some impressive dividend increases. China Construction raised its payout 16.2 percent while Industrial and Commercial boosted its dividend more than 20 percent. Bank of China raised its dividend 15.6 percent. "Since being added to the Index, these companies have grown both their profits and their dividends, and their share prices have reacted positively as a result," said Schwartz. Investors looking for a more concentrated bet on Chinese banks can consider the Global X China Financials ETF (NYSE: CHIX ). Bank of China, China Construction and Industrial and Commercial combine for about 30 percent of that ETF's weight. CHIX is small with just $7.33 million in assets, but the fund does have a solid return on equity of just over 15 percent. This ETF, however, arguably embodies the volatility associated with emerging markets bank shares. CHIX has a beta of 1.19 against the MSCI Emerging Markets Index and a three-year standard deviation of almost 33 percent, according to Global X data . For more on ETFs, click here . (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Profit with More New & Research . Gain access to a streaming platform with all the information you need to invest better today. Click here to start your 14 Day Trial of Benzinga Professional The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
One ETF that could benefit from a more positive outlook surrounding Chinese banks is the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). As is the case with many diversified emerging markets ETFs , DEM has a large weight (27.8 percent) to the financial services sector. China Construction Bank is DEM's largest holding with a weight of nearly 8.2 percent.
One ETF that could benefit from a more positive outlook surrounding Chinese banks is the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). As is the case with many diversified emerging markets ETFs , DEM has a large weight (27.8 percent) to the financial services sector. China Construction Bank is DEM's largest holding with a weight of nearly 8.2 percent.
Industrial and Commercial Bank and Bank of China are DEM's fifth- and seventh-largest holdings, respectively, combing for nearly five percent of the ETF's weight. One ETF that could benefit from a more positive outlook surrounding Chinese banks is the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). As is the case with many diversified emerging markets ETFs , DEM has a large weight (27.8 percent) to the financial services sector.
One ETF that could benefit from a more positive outlook surrounding Chinese banks is the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ). As is the case with many diversified emerging markets ETFs , DEM has a large weight (27.8 percent) to the financial services sector. China Construction Bank is DEM's largest holding with a weight of nearly 8.2 percent.
f0b8974e-aa00-491e-9619-96a9d357b73b
727196.0
2013-04-05 00:00:00 UTC
ALPS Files for EAFE Sector Dividend ETF - ETF News And Commentary
DEM
https://www.nasdaq.com/articles/alps-files-for-eafe-sector-dividend-etf-etf-news-and-commentary-2013-04-05
nan
nan
Several ETF providers, whether big or small, are adding variety of new funds with innovative strategies into the space, making 2013 a year of originality. With this trend, ALPS, a small ETF issuer best known for its commodity products, appears to be expanding in the international dividend ETF world, as evidenced by the latest SEC filing for the International Sector Dividend Dogs ETF (IDOG) . Income investing remains popular even in the growing markets. This is especially true in the dividend ETF world, as many top income funds have seen huge inflows so far in 2013. The most popular dividend ETF in the company's line-up is the Sector Dividend Dogs ETF ( SDOG ), which has close to $171 million in assets, roughly one-fourth of ALPS's total AUM. This clearly shows that investors are embracing these products as a way to achieve equity appreciation with a lower level of risk, and that the space is key for ALPS (read: 4 Excellent Dividend ETFs for Income and Stability ). The filing targets the highest yielders in the international equity market, potentially giving investors another option for current income in today's yield starved environment. While a great deal of the key information - such as the expense ratio- was not available in the initial release, some key points were released in the filing. We have highlighted those below for yield-starved investors, who may be looking for a high yield play from ALPS should it pass regulatory hurdles: Proposed Methodology The proposed ETF looks to track the performance of the S-Network International Sector Dividend Dogs Index, before fees and expenses. This benchmark seeks to focus on large cap securities domiciled in Europe, Australia and the Far East (EAFE) and focus only on the highest dividend paying stocks (i.e. "Dividend Dogs") (read: 3 Red Hot Dividend ETFs ). This is done by selecting the five stocks in each of the 10 Global Industry Classification Standard (GICS) sectors which offer the highest yields as of the last trading day of November of a particular year. Once this is determined, the fund looks to equally weight each of these 50 securities, and rebalance these once in a quarter in order to maintain a basket that is as close to equally-weighted as possible. How does it fit in a portfolio? The product could be an interesting choice for investors seeking a broadly diversified play on the international dividend market, which zeros in on high yielding stocks (read: Retire Early with these 3 Dividend ETFs ). High quality dividend stocks and ETFs are better options for investors searching for yields in the current environment of rock-bottom interest rates. At the same time, since most dividend paying companies are stable and mature companies, the proposed ETF could also provide greater stability and safety in a volatile environment. Can it succeed? There is still an appetite for these kinds of funds despite several choices already in the space (read: WisdomTree Files for Two Dividend ETFs ). The most popular in the international bunch is the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . It measures the performance of the highest dividend yielding stocks selected from the WisdomTree Emerging Markets Dividend Index. The fund has amassed about $5.5 billion in AUM and yields 3.45% in annual dividends. The ETF charges 63 bps in fees per year from investors. The next popular product is the SPDR S&P International Dividend ETF ( DWX ) , which is middle of the road for fees at 45 bps a year. The fund offers robust dividend yields of roughly 5.42% and has managed assets worth $1.3 billion (see more ETFs in the Zacks ETF Center ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products. Given this trend, ALPS could definitely have another winner on its hands if it can ever bring its proposed International Sector Dividend Dogs ETF to market. The fund, if approved, could give investors a new way to play the international market with a focus on yield that doesn't look at constant dividend increases (read: Two Unconventional Sources of ETF Yield ). We believe high dividend yielding securities and the ETF will perform better over the next several years as baby boomers look for sources of income in this low interest rate environment, and we expect capital to continue flowing to high yielding equities for a long time. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days . Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP INT DIV (DWX): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. Zacks Investment Research Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The most popular in the international bunch is the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP INT DIV (DWX): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here.
Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP INT DIV (DWX): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. The most popular in the international bunch is the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products.
Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP INT DIV (DWX): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here. The most popular in the international bunch is the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products.
The most popular in the international bunch is the WisdomTree Emerging Markets Equity Income Fund ( DEM ) . Both funds have managed to amass a significant amount of assets, suggesting that there is tremendous demand for dividend-focused products. Click to get this free report >> WISDMTR-EM EQ I (DEM): ETF Research Reports SPDR-SP INT DIV (DWX): ETF Research Reports ALPS-SEC DV DOG (SDOG): ETF Research Reports To read this article on Zacks.com click here.
003debe8-0c6f-428b-a8ca-31f37828bf54
727197.0
2013-03-13 00:00:00 UTC
Russia ETFs: Still Sporting Cheap Valuations
DEM
https://www.nasdaq.com/articles/russia-etfs-still-sporting-cheap-valuations-2013-03-13
nan
nan
Russia, the "R" in the ubiquitous BRIC acronym, has a reputation for a lot of things. The country is a dominant producer of commodities. Pumping about 10 million barrels of oil per day makes Russia the largest producer outside of the Organization of Petroleum Exporting Countries. Russia also produces 2 billion cubic feet of natural gas and is the world's largest palladium producer. The country also has a reputation for corruption. Russia ranked 133rd on Transparency International's 2012 corruption index . Beyond an abundance of natural resources and problems with corruption, Russia is known for something else: Inexpensive equity valuations. In fact, Russian stocks have a penchant for trading at discounts to the broader emerging markets universe . And is those compelling valuations that may be a source of allure for investors considering Russia. "What is currently attracting attention to Russia are the relatively modest valuations in these stocks-low single-digit price-to-earnings ratios - unique among equities in both developed and emerging markets today," said WisdomTree analyst Christopher Gannatti in a new research note. Russian stocks are not only cheap relative to the broader emerging markets realm, they are now trading at discounts to their own historical standards, according to Gannatti. "Russia's equities are not just inexpensive compared to other markets, they're also inexpensive compared to their own history. The average P/E ratio of the MSCI Russia Index over last 10 years (as of January 31, 2013) is approximately 8.9x, or nearly twice current levels," he said in the research note . The largest ETF tracking Russian equities, the $1.6 billion Russia Market Vectors Russia ETF (NYSE: RSX ) highlights the low valuations for Russian stocks. RSX, which allocates about 42 percent of its weight to energy stocks, had a P/E ratio of 7.34 and a price-to-book ratio of just 1.12 at the end of February, according to Market Vectors data . By comparison, the iShares MSCI Emerging Markets Index Fund (NYSE: EEM ) has a P/E of almost 18.4 and a price-to-book ratio of three . Increasing the potential allure of Russia to investors is the country's push for higher dividends out of its highly profitable state-run enterprises . In a bid attract more foreign direct investment, the Russian government last year passed a law mandating that state-owned firms start doling out 25 percent of their profits in the form of dividends. Investors looking to capitalize on that theme without making a country-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which as Gannatti notes, went over-weight Russian equities for the first time last year. "Historically, the WisdomTree Emerging Markets Equity Income Index (WTEMHY) had very little exposure to Russia, given the fact that few Russian companies passed its strict requirements regarding the trailing 12-month dividend yield," said Gannatti. "Then, at last year's Index screening on May 31, 2012, a number of the big Russian energy companies qualified due to their positive dividend growth and poor stock price performance. Russian equities became a 13.46% weight-a gain in weight of more than 12%." DEM entered trading today with a 12.81 percent allocation to Russia, making the nation the ETF's third-largest country weight behind China and Taiwan. That is more than double the weight to Russia seen in EEM. DEM's comparatively large weight to Russia has sparked some concern that the country could increase the ETF's volatility, though over the past six months DEM has been slightly less volatile than a pair of its major rivals . "Put simply, as of January 31, 2013, more than 86% of the Index's weight was in constituents outside Russia-even though Russia is over-weight compared to traditional market cap-weighted indexes," according to Gannatti. For more on ETFs , click here . (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Gain access to more investing ideas, tools & education. Get Started on Marketfy, the first ever curated & verified Marketplace for everything trading. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Investors looking to capitalize on that theme without making a country-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which as Gannatti notes, went over-weight Russian equities for the first time last year. DEM entered trading today with a 12.81 percent allocation to Russia, making the nation the ETF's third-largest country weight behind China and Taiwan. DEM's comparatively large weight to Russia has sparked some concern that the country could increase the ETF's volatility, though over the past six months DEM has been slightly less volatile than a pair of its major rivals .
Investors looking to capitalize on that theme without making a country-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which as Gannatti notes, went over-weight Russian equities for the first time last year. DEM entered trading today with a 12.81 percent allocation to Russia, making the nation the ETF's third-largest country weight behind China and Taiwan. DEM's comparatively large weight to Russia has sparked some concern that the country could increase the ETF's volatility, though over the past six months DEM has been slightly less volatile than a pair of its major rivals .
Investors looking to capitalize on that theme without making a country-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which as Gannatti notes, went over-weight Russian equities for the first time last year. DEM entered trading today with a 12.81 percent allocation to Russia, making the nation the ETF's third-largest country weight behind China and Taiwan. DEM's comparatively large weight to Russia has sparked some concern that the country could increase the ETF's volatility, though over the past six months DEM has been slightly less volatile than a pair of its major rivals .
Investors looking to capitalize on that theme without making a country-specific ETF bet should consider the WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), which as Gannatti notes, went over-weight Russian equities for the first time last year. DEM entered trading today with a 12.81 percent allocation to Russia, making the nation the ETF's third-largest country weight behind China and Taiwan. DEM's comparatively large weight to Russia has sparked some concern that the country could increase the ETF's volatility, though over the past six months DEM has been slightly less volatile than a pair of its major rivals .
0e8f687c-c617-402d-b584-68b77ad4767a
727198.0
2013-03-12 00:00:00 UTC
Capitalize on Cheap EM Materials Names With This ETF
DEM
https://www.nasdaq.com/articles/capitalize-cheap-em-materials-names-etf-2013-03-12
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The rally in U.S. equities has, in large part, been lead by defensive sectors such as consumer staples and health care. As a result, valuations for stocks in these sectors are looking a tad frothy. For example, the Consumer Staples Select Sector SPDR (NYSE: XLP ) currently sports a price-to-earnings ratio of about 16.7 . With a P/E of 15.52 , the Utilities Select Sector SPDR (NYSE: XLU ) is also richly valued by the historical norms of that stodgy sector. Stretched valuations among defensive issues compared to cyclical names is a theme that is also popping up among emerging markets equities as WisdomTree Research Director Jeremy Schwartz notes. Citing Morgan Stanley research, Schwartz says for the period from December 31, 1995, to January 31, 2013 defensive stocks in the MSCI Emerging Markets Index typically traded at a P/E ratio of about 1.3 times that of cyclical names. The current valuation multiple is 1.6x, which has already started trending down from recent highs of 1.8x, according to Schwartz. That valuation spread could spell opportunity for investors willing to embrace emerging markets ETFs with higher allocations to cyclical sectors such as energy and materials. Those two sectors along with financial services often dominate many of the most popular diversified and country-specific emerging markets ETFs. "The P/E ratio for defensives versus cyclicals is likely to remain above 1.0x," said Schwartz in a research note . "Emerging market equities tend to be riskier than equities in other regions in the world, and investors may be willing to pay a higher price to gain exposure to more defensive stocks within this space." Noteworthy is the fact that over the past two years, defensive emerging markets equities have traded at even more noticeable premiums relative to their cyclical peers. "Put simply, according to the historical relationships exhibited between cyclical and defensive stocks in emerging markets for the period shown in the preceding figure, defensive stocks are currently 'too expensive,'" Schwartz said. Comparing two major, diversified emerging markets ETFs in this situation could useful. The WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), the dominant large-cap developing markets dividend fund, currently allocates more than 36 percent of its weight to materials and energy stocks. Staples and telecom names combine for just 8.4 percent of that ETF's weight. By comparison, staples alone account for almost nine percent of the iShares MSCI Emerging Markets Index Fund's (NYSE: EEM ) weight. EEM is not short on materials and energy name, but at a combined 23 percent of that ETF's weight, those sectors do not loom as large as they do in EEM. Still, EEM is not overvalued with a P/E ratio of 18.36 and a price-to-book ratio of three . However, DEM's P/E was just 10.8 with a price-to-book ratio of just 1.51 at the end of last year, according to WisdomTree data . Despite the noticeably higher allocations to high-beta sectors such as energy and materials, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), DEM's underlying index, has been less volatile since inception than the MSCI Emerging Markets Index. The WisdomTree Emerging Markets Equity Income Index, which debuted in June 2007, has been about 500 basis points less volatile than the MSCI Emerging Markets Index on an annualized volatility basis, according to WisdomTree data. Highlighting the potential rewards of owning DEM or other emerging markets with lower defensive sector exposure going forward are historical performances. Schwartz notes that when defensive emerging markets names have previously traded at premiums to cyclical names similar to what is currently seen, the defensive stocks proceed to lag by significant margins over the next six- and 12-month periods. "While there is no way to know future performance with certainty, history has shown a tendency for defensive stocks within the emerging markets to be about 1.3x as expensive as cyclical stocks on a P/E ratio basis," said Schwartz. "As of January 31, 2013, this figure was over 1.6x, indicating to us that defensive stocks may be expensive in historical terms. While no guarantee of future performance, this makes us supportive of WTEMHY's current positioning with some of its largest weightings in the Energy and Materials sectors." For more on ETFs, click here . (c) 2013 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. Profit with More New & Research . Gain access to a streaming platform with all the information you need to invest better today. Click here to start your 14 Day Trial of Benzinga Professional The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), the dominant large-cap developing markets dividend fund, currently allocates more than 36 percent of its weight to materials and energy stocks. However, DEM's P/E was just 10.8 with a price-to-book ratio of just 1.51 at the end of last year, according to WisdomTree data . Despite the noticeably higher allocations to high-beta sectors such as energy and materials, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), DEM's underlying index, has been less volatile since inception than the MSCI Emerging Markets Index.
The WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), the dominant large-cap developing markets dividend fund, currently allocates more than 36 percent of its weight to materials and energy stocks. Despite the noticeably higher allocations to high-beta sectors such as energy and materials, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), DEM's underlying index, has been less volatile since inception than the MSCI Emerging Markets Index. However, DEM's P/E was just 10.8 with a price-to-book ratio of just 1.51 at the end of last year, according to WisdomTree data .
The WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), the dominant large-cap developing markets dividend fund, currently allocates more than 36 percent of its weight to materials and energy stocks. Despite the noticeably higher allocations to high-beta sectors such as energy and materials, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), DEM's underlying index, has been less volatile since inception than the MSCI Emerging Markets Index. However, DEM's P/E was just 10.8 with a price-to-book ratio of just 1.51 at the end of last year, according to WisdomTree data .
The WisdomTree Emerging Markets Equity Income Fund (NYSE: DEM ), the dominant large-cap developing markets dividend fund, currently allocates more than 36 percent of its weight to materials and energy stocks. However, DEM's P/E was just 10.8 with a price-to-book ratio of just 1.51 at the end of last year, according to WisdomTree data . Despite the noticeably higher allocations to high-beta sectors such as energy and materials, the WisdomTree Emerging Markets Equity Income Index (WTEMHY), DEM's underlying index, has been less volatile since inception than the MSCI Emerging Markets Index.
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727199.0
2013-03-08 00:00:00 UTC
WisdomTree Plans 2 US-Focused Payout ETFs
DEM
https://www.nasdaq.com/articles/wisdomtree-plans-2-us-focused-payout-etfs-2013-03-08
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WisdomTree, in a bid to deepen its reach into the lush world of dividend payouts, filed regulatory paperwork to bring two dividend growth ETFs to market at a time when investors are increasingly concerned about the ultra-low yields that prevail in the world of bonds. The two funds, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree U.S. Small Cap Dividend Growth Fund, would serve up access to carefully selected, dividend-paying securities that have met long-term earnings growth expectations. WisdomTree is known in the world of ETFs for its fundamental indexes that screen stocks for attractive dividends and earnings. The filings come at a crucial, post-2008 meltdown juncture where investors are regaining an appetite for risk and beginning to steer clear of lower-yielding bonds to instead find yield in the higher-risk cash payouts that dividend-focused funds offer. WisdomTree has already profited handsomely from investor interest in dividend ETFs. Its WisdomTree Emerging Markets Equity Income fund (NYSEArca:DEM), which invests in emerging markets securities with relatively high dividend yields, has $5.29 billion in assets under management. WisdomTree has yet to give either fund a price or ticker, but did say in the filings that both funds will have their primary listings on the Nasdaq. As a benchmark, WisdomTree's DEM has an annual expense ratio of 0.63 percent, or $63 for each $10,000 invested. The Vanguard Dividend Appreciation ETF (NYSEArca:VIG) tracks stocks with a record of increasing dividends, and has $13.12 billion in assets with an expense ratio of just 13 basis points. The nuances of the two funds' investment strategies are as follows: The WisdomTree U.S. Dividend Growth Fund will seek the yield performance of the WisdomTree U.S. Dividend Growth Index via a passive strategy, seeking to hold all of the securities on that index, which comprise the 300 companies from the WisdomTree Dividend Index with the best combined growth and quality. To be included on the index, companies must have paid regular dividends for 12 consecutive months and have a market capitalization of at least $2 billion, with representations of no more than 5 percent in any one company, and no more than 20 percent in any one sector. The WisdomTree U.S. Small Cap Dividend Growth Fund will follow a passive indexing strategy, using the WisdomTree U.S. Small Cap Dividend Growth Index is its underlying. The index selects the bottom 25 percent of the market capitalization of the WisdomTree Dividend Index after the 300 largest companies have been removed. To be included in the index, companies must have a market capitalization of at least $100 million; and have paid cash dividends regularly for 12 consecutive months, with representations of no more than 2 percent in any one company and no more than 20 percent in any one sector. Permalink | 'copy; Copyright 2009 IndexUniverse LLC. All rights reserved Don't forget to check IndexUniverse.com's ETF Data section. Copyright ® 2013 IndexUniverse LLC . All Rights Reserved. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Its WisdomTree Emerging Markets Equity Income fund (NYSEArca:DEM), which invests in emerging markets securities with relatively high dividend yields, has $5.29 billion in assets under management. As a benchmark, WisdomTree's DEM has an annual expense ratio of 0.63 percent, or $63 for each $10,000 invested. WisdomTree, in a bid to deepen its reach into the lush world of dividend payouts, filed regulatory paperwork to bring two dividend growth ETFs to market at a time when investors are increasingly concerned about the ultra-low yields that prevail in the world of bonds.
Its WisdomTree Emerging Markets Equity Income fund (NYSEArca:DEM), which invests in emerging markets securities with relatively high dividend yields, has $5.29 billion in assets under management. As a benchmark, WisdomTree's DEM has an annual expense ratio of 0.63 percent, or $63 for each $10,000 invested. The two funds, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree U.S. Small Cap Dividend Growth Fund, would serve up access to carefully selected, dividend-paying securities that have met long-term earnings growth expectations.
Its WisdomTree Emerging Markets Equity Income fund (NYSEArca:DEM), which invests in emerging markets securities with relatively high dividend yields, has $5.29 billion in assets under management. As a benchmark, WisdomTree's DEM has an annual expense ratio of 0.63 percent, or $63 for each $10,000 invested. The two funds, the WisdomTree U.S. Dividend Growth Fund and the WisdomTree U.S. Small Cap Dividend Growth Fund, would serve up access to carefully selected, dividend-paying securities that have met long-term earnings growth expectations.
Its WisdomTree Emerging Markets Equity Income fund (NYSEArca:DEM), which invests in emerging markets securities with relatively high dividend yields, has $5.29 billion in assets under management. As a benchmark, WisdomTree's DEM has an annual expense ratio of 0.63 percent, or $63 for each $10,000 invested. WisdomTree, in a bid to deepen its reach into the lush world of dividend payouts, filed regulatory paperwork to bring two dividend growth ETFs to market at a time when investors are increasingly concerned about the ultra-low yields that prevail in the world of bonds.
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