What You May Have Missed This Week...

In addition to the regular posts here on Substack, I also publish ETF research and notes over on my blog, ETF Focus on TheStreet.

In case you wanted to catch up on the latest research above and beyond what you’re reading here, this is a quick list of some of the most recent articles from the blog!

COWZ: Investing In Cash Cows Is Great For Your Portfolio

The Pacer U.S. Cash Cows 100 ETF (COWZ) is one of the ETF industry's biggest success stories. Its strategy of targeting the 100 large-cap stocks with the highest free cash flow yields has been one proven by research over long periods of time, but one that has only recently come into favor over the course of COWZ lifetime. Prior to 2020, large-cap growth had dominated the market. Since then, however, COWZ has been incredibly impressive.

JEPI vs QYLD: Battle of the Covered Call ETFs

Two ETFs that attracted high inflows throughout 2022, and continue to do so after the first quarter of 2023 are the Global X NASDAQ 100 Covered Call ETF (QYLD) and the JPMorgan Equity Premium Income ETF (JEPI) respectively. Both QYLD and JEPI are derivative income ETFs. That is, they employ covered call overlays to enhance income. Depending on which Reddit community you come across, you'll find either high praise or vitriol dislike for one. Let's break down both ETFs and see how they fare head to head.

Large-Caps vs. Small-Caps? Why Mid-Caps Are The Sweet Spot For Stock Investors

When investors talk about which equity asset class they should be investing in, the debate is usually between large-caps and small-caps. Large-caps, of course, are the big, mature, well-established companies with more durable cash flows. Small-caps are the emerging companies that are more unpredictable, but have a great deal of growth potential. Traditional portfolio allocation would suggest you own both groups in some form or fashion, but that leaves a very important group out of the discussion altogether - mid-caps.

SCHD vs DGRO: Analysis & Comparison of Two Top Dividend Growth ETFs

The dividend ETF market is getting pretty competitive, with two candidates standing out in particular thanks to a combination of low fees, good dividend growth, and quality metrics: the Schwab US Dividend Equity ETF (SCHD) and the iShares Core Dividend Growth ETF (DGRO). The ultimate decision of which dividend ETF is best for you as an individual investor should always be based on your risk tolerance, investment objectives, and time horizon. Still, if you're looking for an article that sums it up, I have you covered here.

Uncovering Hidden Gems: 5 High-Performing Dividend ETFs That Are Overlooked By Investors

You're probably already familiar with the largest and most popular dividend ETFs. Most of them come from one of the big three issuers as Vanguard, State Street and BlackRock manage nearly 60% of all dividend ETF assets. That means that the other roughly 150 dividend ETFs are fighting for scraps. It's a shame too because there are a number of funds that have really good strategies and track records that investors may not know even exist. The big issuers suck the air out of the room and leave many underappreciated ETFs hiding in the shadows. It's time to help change that!

Which Emerging Markets ETF Pairs Best With The S&P 500? It's One That You Might Not Have Even Heard Of!

Since the beginning of 2008, the iShares MSCI Emerging Markets ETF (EEM) has managed a total return of 6%. No, that's not a typo. More than 15 years of investing with virtually no return to show for it! During the same time frame, the SPDR S&P 500 ETF (SPY) gained 281%. That's not exactly a ringing endorsement for investing in emerging markets, but that doesn't mean investors shouldn't still be doing it. They provide great diversification benefits, different risk/return profiles and currently some incredible value.

DGRW: The Best Dividend Growth ETF You're Not Investing In

The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is a terrific, albeit slightly underrated, dividend ETF. I say underrated because the ETFs that utilize dividend growth as part of their strategy, such as VIG, DGRO, SDY and NOBL, average about $30 billion in AUM a piece. DGRW has a very respectable $8.4B, but doesn't get nearly the attention that the others do. DGRW targets dividend-paying stocks that display both quality and growth characteristics.