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Zacks Value Investor Highlights: VTV, RZV, RPV, XSVM and AVUV
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For Immediate Release
Chicago, IL – June 11, 2021 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:
The Hottest Value Stock ETFs to Buy Now
Welcome to Episode #239 of the Value Investor Podcast.
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
This week, she's joined by a special guest, Zacks Director of ETF Research, Neena Mishra, to discuss what is going on with value stock ETFs in 2021.
Value has outperformed growth for the first time in years in 2021.
Some of the hottest ETFs, as far as fund inflows, have been value stock ETFs, including Vanguard's Value ETF (VTV - Free Report) which has seen about $9.5 billion flow in this year. That puts it in the top 10 for fund inflows.
It's up 18% year-to-date, beating the S&P 500 which is up 12%.
But if you want even bigger outperformance, you may have to take a look at one of the niche value ETFs.
4 Hot Value ETFs for 2021
1. Invesco S&P SmallCap 600 Pure Value ETF (RZV - Free Report) holds just 168 small cap stocks, so it is more concentrated in value. Financials are the largest sector, at 20.5% of the portfolio. Shares are up 48.7% year-to-date.
2. Invesco S&P 500 Pure Value ETF (RPV - Free Report) is the large cap equivalent of the ETF above. But the Financials are an even bigger percentage of the portfolio at 43.9%. It only has 120 stocks. Because financials are the second-best performing sector in 2021, after energy, RPV is up 31% year-to-date.
3. Invesco S&P SmallCap Value with Momentum ETF (XSVM - Free Report) also holds just 120 positions. But it's largest holding is GameStop, at 10% of the portfolio. Because of its emphasis on momentum, it also has exposure to the hot agriculture and energy industries. XSVM is red-hot in 2021, up 55%.
4. Avantis US Small Cap Value ETF (AVUV - Free Report) is a rare actively managed value ETF. It had 583 holdings as of Mar 31, 2021. Financials were also the largest industry, at 29%, followed by Industrials at 17%. Energy had a bigger representation than in some other value ETFs, at 11%. AVUV is up 37% year-to-date.
What else should you know about the hottest value ETFs?
Tune into this week's podcast to find out.
Legal Marijuana: An Investor's Dream
Imagine getting in early on a young industry primed to skyrocket from $17.7 billion in 2019 to an expected $73.6 billion by 2027.
Although marijuana stocks did better as the pandemic took hold than the market as a whole, they've been pushed down. This is exactly the right time to get in on selected strong companies at a fraction of their value before COVID struck. Zacks' Special Report, Marijuana Moneymakers, reveals 10 exciting tickers for urgent consideration.
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.
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Zacks Value Investor Highlights: VTV, RZV, RPV, XSVM and AVUV
For Immediate Release
Chicago, IL – June 11, 2021 – Zacks Value Investor is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:
The Hottest Value Stock ETFs to Buy Now
Welcome to Episode #239 of the Value Investor Podcast.
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
This week, she's joined by a special guest, Zacks Director of ETF Research, Neena Mishra, to discuss what is going on with value stock ETFs in 2021.
Value has outperformed growth for the first time in years in 2021.
Some of the hottest ETFs, as far as fund inflows, have been value stock ETFs, including Vanguard's Value ETF (VTV - Free Report) which has seen about $9.5 billion flow in this year. That puts it in the top 10 for fund inflows.
It's up 18% year-to-date, beating the S&P 500 which is up 12%.
But if you want even bigger outperformance, you may have to take a look at one of the niche value ETFs.
4 Hot Value ETFs for 2021
1. Invesco S&P SmallCap 600 Pure Value ETF (RZV - Free Report) holds just 168 small cap stocks, so it is more concentrated in value. Financials are the largest sector, at 20.5% of the portfolio. Shares are up 48.7% year-to-date.
2. Invesco S&P 500 Pure Value ETF (RPV - Free Report) is the large cap equivalent of the ETF above. But the Financials are an even bigger percentage of the portfolio at 43.9%. It only has 120 stocks. Because financials are the second-best performing sector in 2021, after energy, RPV is up 31% year-to-date.
3. Invesco S&P SmallCap Value with Momentum ETF (XSVM - Free Report) also holds just 120 positions. But it's largest holding is GameStop, at 10% of the portfolio. Because of its emphasis on momentum, it also has exposure to the hot agriculture and energy industries. XSVM is red-hot in 2021, up 55%.
4. Avantis US Small Cap Value ETF (AVUV - Free Report) is a rare actively managed value ETF. It had 583 holdings as of Mar 31, 2021. Financials were also the largest industry, at 29%, followed by Industrials at 17%. Energy had a bigger representation than in some other value ETFs, at 11%. AVUV is up 37% year-to-date.
What else should you know about the hottest value ETFs?
Tune into this week's podcast to find out.
Legal Marijuana: An Investor's Dream
Imagine getting in early on a young industry primed to skyrocket from $17.7 billion in 2019 to an expected $73.6 billion by 2027.
Although marijuana stocks did better as the pandemic took hold than the market as a whole, they've been pushed down. This is exactly the right time to get in on selected strong companies at a fraction of their value before COVID struck. Zacks' Special Report, Marijuana Moneymakers, reveals 10 exciting tickers for urgent consideration.
Download Marijuana Moneymakers FREE >>
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Zacks Investment Research
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https://www.zacks.com/performance
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.