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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.20% per year. These returns cover a period from January 1, 1988 through April 1, 2024. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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Low volatility investing is back in vogue since the market environment remains extremely challenging. As the global economic growth is slowing significantly and inflation is expected to remain high, we could see continued market turbulence.
Many investors have been pouring money into low and minimum volatility funds as they seek shelter from the wild swings in the market. These ETFs hold up relatively well during market declines but may underperform the broader indexes during strong bull markets.
The iShares Edge MSCI Min Vol U.S.A. ETF (USMV - Free Report) —the most popular fund in the space— selects and weights stocks to create a portfolio that has lower volatility relative to the broader market. Vertex Pharmaceuticals (VRTX - Free Report) and Waste Management (WM - Free Report) are its top holdings.
The Invesco S&P 500 Low Volatility ETF (SPLV - Free Report) holds 100 least-volatile stocks in the S&P 500 index. PepsiCo (PEP - Free Report) and Johnson & Johnson (JNJ - Free Report) are its top holdings.
The SPDR SSGA U.S. Large Cap Low Volatility Index ETF (LGLV - Free Report) selects least volatile stocks from the broader Russell 1000 Index. Hershey (HSY - Free Report) and McDonald's (MCD - Free Report) are among the top holdings.
These ETFs have significantly outperformed the broader indexes over the past year. To learn more, please watch the short video above.
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