TOP 5 Creations (All ETFs) *Last 7 Days

BBEU JPMorgan BetaBuilders Europe ETF 2,478.59
The BBEU ETF is composed of a diversified portfolio of stocks from the FTSE Developed Europe ex-U.K. Index, which is composed of companies from the developed markets of Europe excluding the United Kingdom. The ETF is weighted towards the largest and most liquid stocks in the index, with the top 10 holdings making up nearly 25% of the ETF’s weight.

SPY SPDR S&P 500 ETF Trust 1,590.55
SPY tracks the S&P 500, a widely followed index of the 500 largest U.S. stocks representing the performance of the larger stock market. By investing in SPY, you can benefit from the long-term growth potential of the S&P 500, as well as the low costs and convenience of an ETF.

LQD iShares iBoxx USD Investment Grade Corporate Bond ETF 937.37
LQD is an exchange-traded fund (ETF) that tracks the performance of the iBoxx USD Liquid Investment Grade Corporate Index, which consists of investment grade corporate bonds from the US market. The fund is well diversified, containing over 1,000 bonds from more than 500 companies. The fund has a yield of 3.16%.

JEPI JPMorgan Equity Premium Income ETF 894.19
The JEPI ETF (JPMorgan Equity Premium Income ETF) is an exchange-traded fund (ETF) that seeks to provide investors with a high level of income and capital appreciation over a long-term investment horizon. The fund seeks to achieve its investment objective by investing in U.S. equity securities with a focus on dividend-paying stocks. JEPI holds ELN’s (Equity Linked Notes) with an underlying covered call strategy that effectively writes call options on low volatility stocks from the S&P 500 Index to generate income and subsequently pay a high monthly distribution yield. The dividend yield here is hard to compete with at 11.56%.

SQQQ ProShares UltraPro Short QQQ 857.77
The SQQQ ProShares UltraPro ETF is an exchange-traded fund (ETF) that seeks to provide three times the daily return of the Nasdaq-100 Index. The fund is designed to offer investors a leveraged investment opportunity in the Nasdaq-100 Index, which is a collection of the 100 largest non-financial stocks in the Nasdaq Composite Index.

TOP 5 Redemptions (ALL ETFs) *Last 7 Days

XBI SPDR S&P Biotech ETF -1,151.18
XBI is a multi-cap ETF that tracks the performance of US companies in the biotechnology and pharmaceuticals industries. It was launched in November 2006.
XBI is designed to provide investors with exposure to the biotechnology and pharmaceuticals industry. The ETF’s holdings are made up of a diversified portfolio of stocks, which include companies such as AbbVie Inc., Amgen Inc., Celgene Corporation, Gilead Sciences, Inc., and Regeneron Pharmaceuticals, Inc. These companies are all engaged in research and development, production, and/or marketing of products in the biotechnology and pharmaceuticals industries.

DGRO iShares Core Dividend Growth ETF -1,086.82
DGRO is a conservative approach to investing, as it focuses on companies that have a long history of paying dividends and increasing them steadily over time. This strategy reduces risk by investing in companies with a proven track record of dividend growth and stability. Additionally, by investing in stocks with a strong dividend growth rate, investors can benefit from a steady income stream over the long term.

IWF iShares Russell 1000 Growth ETF -1,067.56
The iShares Russell 1000 Value ETF (IWF) is designed to provide exposure to the large-cap value segment of the U.S. equity market. This ETF is composed of large-cap stocks from the Russell 1000 Value Index, a widely followed benchmark of the largest U.S. stocks that have exhibited value characteristics over time. The fund’s top holdings include Apple Inc., Microsoft Corporation, and Amazon.com Inc., and it is relatively well diversified across sectors, with the largest allocations to technology, financials, and consumer discretionary stocks.

BIL SPDR Bloomberg 1-3 Month T-Bill ETF -1,035.65
The iShares Core U.S. Aggregate Bond ETF (BIL) provides exposure to the U.S. investment-grade bond market. It is composed of bonds from the Bloomberg Barclays U.S. Aggregate Bond Index, a widely followed benchmark of U.S. investment-grade bonds. The fund’s holdings include U.S. Treasury securities, corporate bonds, mortgage-backed securities, and other types of debt. BIL has generated an average annual return of 5.4% since its inception in October 2002.

QQQ Invesco QQQ Trust -931.43
QQQ tracks the Nasdaq-100 index, which is a market-capitalization-weighted index of the 100 largest non-financial companies listed on the Nasdaq. QQQ is a more aggressive and volatile ETF than SPY, but it can provide higher returns.

The Impact of China Reopening On Energy ETFs

The recent reopening of China’s economy has had an impact on energy ETFs. As the world’s second-largest economy, China’s return to growth has been a major factor in the recent upturn in global energy markets. As China has resumed production and consumption of energy, demand for oil and gas has risen, leading to higher prices for energy commodities and related ETFs.

For investors looking to capitalize on the rise in energy ETFs, there are several options to consider. The first is the Energy Select Sector SPDR Fund (XLE). XLE is a fund that tracks the performance of the Energy Select Sector of the S&P 500, which includes companies in the oil, gas, and power industries. The fund has done well since China reopened, rising from a low of $50.72 in March 2020 to a high of $63.75 in May 2020.

Another energy ETF to watch is the SPDR S&P Oil & Gas Exploration & Production ETF (XOP). This fund tracks the performance of the S&P Oil & Gas Exploration & Production Select Industry Index, which tracks the performance of companies involved in the exploration and production of oil and natural gas. XOP has seen strong gains since China reopened, rising from a low of $27.71 in March 2020 to a high of $34.56 in May 2020.

The iShares U.S. Energy ETF (IYE) is another option to watch. This ETF tracks the performance of the Dow Jones U.S. Energy Sector Index, which includes stocks of companies that are engaged in the exploration, production, and distribution of energy products. Since China reopened, IYE has risen from a low of $15.12 in March 2020 to a high of $18.15 in May 2020.

Finally, investors should also consider the VanEck Vectors Oil Refiners ETF (CRAK). This ETF tracks the performance of the MVIS Global Oil Refiners Index, which includes stocks of companies that are engaged in the refining of petroleum products. CRAK has seen strong gains since China reopened, rising from a low of $11.50 in March 2020 to a high of $14.17 in May 2020.

In conclusion, the reopening of China has had a positive impact on energy ETFs. XLE, XOP, IYE, and CRAK have all seen strong gains in recent months, and investors looking for exposure to energy markets may want to consider these funds.

ETF (Exchange-Traded Fund) fund flows provide investors with valuable insight into the overall health of the financial markets. By tracking the net amount of money flowing into and out of an ETF over a given period of time, investors are able to gain insight into the overall sentiment of investors in the markets. This data can then be used to inform their investment decisions and to gauge the overall direction of the markets.

By tracking the net flows of money over time, investors can get a better understanding of how investors are reacting to certain events or developments. This can be useful for identifying potential opportunities or avoiding potential risks. For example, if an ETF experiences a large inflow of money, this may indicate that investors are expecting the market to trend in a positive direction and may suggest that it is a good time to invest in that particular ETF.

Top 10 ETF Fund In-Flows 11/01/2022 – 01/13/2023

AGG iShares Core U.S. Aggregate Bond ETF 5,731.94 – The iShares Core U.S. Aggregate Bond ETF (AGG) is a benchmark exchange-traded fund (ETF) that seeks to track the performance of the Bloomberg Barclays U.S. Aggregate Bond Index, which is comprised of investment-grade, U.S. dollar-denominated, fixed-rate debt from a wide array of issuers. AGG seeks to provide investors with exposure to a diversified portfolio of bonds, offering a low-cost, convenient way to access the U.S. bond market.

HYG iShares iBoxx USD High Yield Corporate Bond ETF 4,680.73 – The HYG ETF is a suitable choice for investors who are looking to gain exposure to the high-yield corporate bond market but do not want to take on the risk of investing in individual bonds. The fund offers a convenient, cost-effective way to tap into this market, as it provides access to a large number of high-yield corporate bonds without the need for significant research and analysis. Additionally, the fund’s diversification and liquidity make it an attractive investment vehicle for investors who want to limit their exposure to risk.

VTI Vanguard Total Stock Market ETF 4,101.08 – VTI is a core holding for many investors due to its diversification across all stock market capitalizations and its low expense ratio of 0.04%. The fund’s low cost gives investors the benefit of compound returns over time, since more of their returns are held back for investment and less is taken out in fees. Additionally, the fund has a low turnover rate, meaning it rarely trades its holdings, which helps limit cost and provide tax efficiency. The fund has also shown resilience in the face of market volatility, producing positive returns in both up and down markets.

SCHD Schwab U.S. Dividend Equity ETF 3,947.13 – SCHD’s underlying portfolio consists of 100 of the highest dividend-yielding stocks in the S&P 500 index. This allows the ETF to gain exposure to a wide variety of sectors and industries and provides investors with a way to gain access to the market’s best dividend-paying companies. The fund typically has a yield of around 3%, which is higher than the S&P 500’s average yield of 1.9%. SCHD also has a low expense ratio of 0.06%, which is below the industry average of 0.15%.

BND Vanguard Total Bond Market ETF 3,707.94 – BND is a bond ETF that seeks to replicate the performance of the Bloomberg Barclays U.S. Aggregate Bond Index. As such, it holds a variety of bonds, including government, corporate, and mortgage-backed securities. This ETF is ideal for investors who are looking for a conservative way to generate income and reduce volatility in their portfolios. The BND ETF has a low expense ratio and provides investors with exposure to a broad range of bonds, making it an attractive option for those looking for a safe, low-risk investment.

JEPI JPMorgan Equity Premium Income ETF 3,701.46 – The JEPI ETF seeks to provide a high level of current income by investing primarily in U.S. equities and related instruments. This ETF utilizes a top-down approach to identify sectors and stocks with the highest dividend yields and potential for capital appreciation. The fund invests in large- and mid-cap stocks as well as exchange-traded funds and other forms of equity securities. The ETF also utilizes hedging strategies, such as options and futures, to seek to protect against market downturns.

Investing in the JEPI carries the risk of volatility due to the fact that the fund is heavily invested in stocks. There is also the risk of capital loss if the stocks the fund holds decline in value. Investors should also be aware that the ETF’s hedging strategies may not be able to fully protect against market downturns. Additionally, the ETF’s dividend yield may vary over time due to changing market conditions.

IEMG iShares Core MSCI Emerging Markets ETF 3,665.40 – Investing in the iShares Core MSCI Emerging Markets ETF (IEMG) can be an attractive option for investors looking to diversify their portfolios and capitalize on the wide range of potential opportunities in the emerging markets. This ETF provides investors with a low-cost, diversified exposure to the largest and most liquid companies in the emerging markets. The fund provides exposure to around 1,800 companies listed in 24 different emerging markets across the globe, including countries such as Brazil, China, India, Russia, and South Africa.

TLT iShares 20+ Year Treasury Bond ETF 3,440.12 – The TLT provides investors with a way to hedge their portfolios against negative movements in the price of long-term Treasury bonds. The fund is structured to provide a two-times leverage, which means that the fund’s daily performance is two times the inverse of the index. This means that if the index falls by 1%, the fund’s value will rise by 2%. The TLT fund is highly liquid and has a low expense ratio, which makes it an attractive investment for many investors. However, it is important to note that the fund is highly volatile and can be subject to significant price swings. The fund does not pay dividends.

VTEB Vanguard Tax-Exempt Bond ETF 3,253.10 – The (VTEB) is an exchange-traded fund (ETF) designed to provide investors with exposure to the international bond markets. Its objective is to track the performance of the Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index, which is composed of investment-grade bonds from developed and emerging markets. VTEB offers investors the potential for diversification, as the index includes bonds from both developed and emerging markets. This ETF is composed of more than 7,000 bonds from over 40 countries with a wide variety of maturities and credit ratings. The majority of the fund’s holdings are investment-grade bonds, but the fund also has some exposure to high yield bonds.

In terms of sector allocation, the fund is heavily weighted towards government bonds, with more than 82% of the fund’s holdings in this category. This is followed by corporate bonds at just under 10%, and securitized products at 6%. The fund’s geographic exposure is weighted towards developed markets, with over 68% of the fund’s holdings in this area. Emerging markets comprise just over 28% of the holdings.

MUB iShares National Muni Bond ETF 2,339.27 – The iShares National Muni Bond ETF (MUB) is an exchange-traded fund that seeks to provide investors with exposure to the municipal bond market. The fund invests in a diversified portfolio of municipal bonds issued by U.S. states, cities, counties, and other governmental entities.

MUB offers investors a unique opportunity to gain exposure to the municipal bond market. Municipal bonds are known for their tax benefits and low default rates, making them an attractive option for investors looking for a reliable income stream. As such, MUB offers investors the potential to earn higher returns with lower risk than comparable investments.

In addition to its tax benefits, MUB offers investors access to the municipal bond market with a high degree of diversification. The fund is composed of bonds from over 1,500 issuers and is well-diversified across sectors, states, and maturity dates. This helps to reduce the risk of any single issuer defaulting on their bonds and allows investors to spread their risk across a broad range of issuers.

MUB also offers investors the potential for higher yields than other income investments. The fund’s yield is currently at 2.6%, with some bonds yielding as much as 4%. This is significantly higher than the yields offered by many other income investments, such as U.S. Treasuries, which are currently yielding only 0.7%.

Dividend ETFs are a great way to add some extra cash to your portfolio.

Dividend ETFs are an attractive option for investors seeking to increase their cash income. These ETFs typically invest in a portfolio of stocks that pay out dividends, with the aim of providing investors with a steady stream of income. With a dividend ETF, investors can benefit from the dividends they receive without having to select individual stocks. Additionally, dividend ETFs often have lower expenses than traditional mutual funds, making them an attractive option for long-term investors. When assessing dividend ETFs, investors should consider their investment goals and risk tolerance, as well as the ETF’s expense ratio and track record. As with any investment, diversification is key and investors should be aware of the potential risks associated with investing in dividend ETFs.

Benefits & Risks

One of the primary benefits of investing in dividend ETFs is diversification. By investing in a basket of dividend-paying stocks, investors can spread out their risk and potentially reduce volatility. Dividend ETFs can also offer more reliable income than other types of investments, since dividends are generally paid out quarterly or semi-annually. This can make them a good choice for investors who are looking for a steady stream of income.

On the other hand, investing in dividend ETFs carries some risks. Since dividend ETFs are generally based on a basket of stocks, they are subject to the same market fluctuations as any other stock. This means that they can go up and down in value, just like any other investment. Additionally, dividend ETFs may have higher fees than other types of investments, which can eat into returns.

Overall, dividend ETFs can offer a number of potential benefits for investors looking for reliable income. However, the risks associated with these investments should not be ignored. It is important for investors to research any potential investment thoroughly before committing their money. With the right research and due diligence, dividend ETFs can be a valuable part of any portfolio.

Top performing dividend ETFs

The JPMorgan Diversified Return International Equity ETF (JPIN) tracks the performance of the JPMorgan Diversified Return Global Equity Index, which is composed of international stocks that pay dividends. The ETF is designed to provide investors with access to a broad range of international dividend-paying stocks. Currently, the ETF holds more than 200 stocks from 15 countries and regions. JPIN has a low expense ratio of 0.30% and has generated an average annual total return of 8.85% over the past five years. The ETF has an average dividend yield of 3.4%, which is significantly higher than the yield of the benchmark index. In addition, JPIN has relatively low volatility compared to other international equity ETFs, making it a good choice for investors looking for a way to diversify their portfolios and generate income with less risk. The trailing twelve month dividend yield for JPIN is 5.70%.

The Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) is an exchange-traded fund that provides investors with exposure to a portfolio of inflation-protected U.S. Treasury bonds. VTIP has become one of the top-performing dividend ETFs in recent years, offering investors an attractive yield, low costs, and the ability to hedge against inflation. VTIP’s portfolio consists of inflation-protected Treasury bonds with maturities of one to five years. This allows the fund to take advantage of the benefits of shorter-term bonds, such as lower risk, without sacrificing yield. Additionally, the fund’s inflation-protection feature protects investors against the effects of inflation on the value of their investments. This makes VTIP a great choice for investors looking to protect their portfolios against inflation risk. The fund also offers a low expense ratio of 0.08%, which is lower than the average ETF in the same category. This allows investors to keep more of their returns, making it a cost-effective way to gain exposure to the inflation-protected bond market. The fund has had a strong track record of performance since its inception in 2010. Over the past 10 years, VTIP has returned 8.4%, outperforming its benchmark and the broader bond market. The trialing twelve month dividend yield for VTIP is 6.33%.

Just Capital’s performance-based indexes provide investors with an opportunity to invest in companies that have demonstrated a commitment to social responsibility, environmental stewardship, and other values associated with Just Capital’s mission. By investing in companies that adhere to these values, investors can build a portfolio that is both diversified and in line with their values.

Just Capital’s performance-based ETFs are based on the Just Capital Rankings, which measure performance across 800 of America’s largest publicly traded corporations on a range of topics, including employee treatment, customer treatment, environmental practices, community support, and more. Just Capital’s indexes are designed to provide investors with an opportunity to invest in companies that are leading the way in terms of social and environmental responsibility.

2023 Just Capital Company Rankings – Top 10

1. Bank of America Corporation
2. NVIDIA Corp
3. Microsoft Corporation
4. Accenture plc
5. Truist Financial Corporation
6. Verizon Communications Inc
7. Hewlett Packard Enterprise Company
8. Apple Inc
9. Intel Corp
10. JPMorgan Chase & Co

JUST U.S. Large Cap Diversified Index (JULCD) / JUST ETF 

The JUST U.S. Large Cap Diversified Index (JULCD) – began live trading in November 2016 and tracks the top 50% of Russell 1000 companies ranked by JUST Capital by industry and is constructed to match its industry weights. The Index is made up of companies from a variety of sectors, including technology, healthcare, and consumer staples. The index uses a proprietary scoring system to ascertain each company’s commitment to ethical and sustainable practices. Companies are judged on their approach to sustainability, labor practices, and diversity and inclusion.

The JUST ETF based on the JULCD Index has delivered strong returns since its inception, with the average return of the ETF outperforming the S&P 500. Over the last 5 years the JUST ETF has returned 40.14%, which slightly outperformed the SPY in that time period which returned 38%

Diversifying Your Portfolio with Fixed Income ETFs

Fixed income investments have long been a popular way for investors to diversify their portfolios and reduce risk. Exchange-traded funds (ETFs) provide an easy way to invest in a variety of fixed income assets, including government bonds, corporate bonds, and international bonds. In this article, we will provide an overview of these types of fixed income ETFs and how they can help you diversify your portfolio.

Government bonds are issued by governments around the world to finance their activities or debt. Government bonds are generally considered to be a safe, low-risk investment. Government bond ETFs provide investors with exposure to government bonds in a single, low-cost package. These ETFs may be composed of bonds issued by a single country, such as US Treasuries, or they may be composed of bonds issued by multiple countries.

Corporate bonds are issued by companies to finance their operations or debt. Corporate bonds tend to offer higher yields than government bonds, but they also come with higher risk. Corporate bond ETFs provide investors with exposure to a variety of corporate bonds in one simple package. These ETFs may be composed of bonds from a single country or from multiple countries.

International bonds are issued by companies and governments outside of the United States. These bonds offer investors the potential for higher yields than US bonds, but also come with higher risk. International bond ETFs provide investors with exposure to a variety of international bonds in one simple package. These ETFs may be composed of bonds from a single country or from multiple countries.

How Do Bond ETFs Work?

Bond ETFs are both actively and passively managed. Passive management keeps their cost very low, much lower than mutual funds or active funds.  Bond ETFs are more liquid than individual bonds, meaning they can be traded more easily and quickly. The ETFs are composed of a basket of bonds with varying maturities, credit ratings, and yields. When you buy a bond ETF, you are essentially purchasing a portfolio of bonds that follow the index. Unlike individual bonds, bond ETFs have no maturity date. The bonds within the ETF will mature, but the money obtained is simply reinvested in new bonds.

Pros and Cons of Investing in Bond ETFs

Pros

One of the primary benefits of investing in bond ETFs is that they are cost-efficient and often have lower expense ratios than traditional mutual funds. This makes them a more affordable option for investors. Additionally, bond ETFs offer diversification and flexibility. They can provide access to multiple bonds, such as government bonds, corporate bonds, and international bonds, in a single fund. This helps to reduce portfolio risk by spreading out the exposure to different types of bonds.

Another advantage of investing in bond ETFs is that they can be traded on an exchange, like stocks. This provides investors with the ability to buy and sell the fund quickly and easily. As a result, investors have the ability to move in and out of the fund quickly and react to market conditions.

Cons

While there are many advantages to investing in bond ETFs, there are also some drawbacks to consider. One of the primary drawbacks is that the bonds held within the ETF may have different maturity dates, which can make it difficult to control the timing of your cash flows. Additionally, bond ETFs tend to have higher interest rate risk than individual bonds, as the rate of return of the ETF is affected by the underlying bonds.

Bond Funds to Consider

iShares Core U.S. Aggregate Bond ETF (AGG), Vanguard Total Bond Market ETF (BND), and Vanguard Intermediate-Term Corporate Bond ETF (VCIT) are three of the more popular bond ETFs and offer a variety of advantages to investors.

iShares Core U.S. Aggregate Bond ETF (AGG)

Investing in AGG provides exposure to the U.S. investment-grade bond market, with the ETF’s portfolio composed of U.S. Treasuries, government-related and corporate bonds, mortgage-backed securities, and asset-backed securities. AGG is a passively managed fund, which means that costs and expenses are kept low, making it an attractive option for investors who wish to passively invest in the bond market. Additionally, AGG offers diversification by providing exposure to a broad range of bonds, which can help investors reduce their overall risk.

Vanguard Total Bond Market ETF (BND)

BND is another popular ETF that tracks the performance of the entire U.S. investment-grade bond market. Like AGG, BND is a passively managed fund and offers a low-cost option for investors who wish to diversify their portfolios with exposure to the bond market. BND’s portfolio is composed of U.S. Treasuries, government-related and corporate bonds, mortgage-backed securities, and asset-backed securities. Additionally, BND offers broad diversification and exposure to a wide range of bonds, which can help investors reduce their overall risk.

Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

VCIT is an ETF that tracks the performance of the intermediate-term corporate bond market. VCIT’s portfolio is composed of corporate bonds with maturities between four and ten years, making it an attractive option for investors looking for higher returns than what AGG and BND offer. Additionally, VCIT offers diversification by providing exposure to a wide range of intermediate-term corporate bonds, which can help investors reduce their overall risk.

By investing in a variety of fixed income ETFs, investors can diversify their portfolios and gain exposure to many different types of bonds. This diversification can help reduce risk while still allowing investors to benefit from the higher yields offered by some of these bonds. Fixed income ETFs can also provide investors with access to bonds that they may not otherwise be able to access on their own.