Reddit Posts
Best aggressive investment strategy/fund type (long-time horizon)
0% Expense Ratio Mutual Funds Vs Indexed ETFs
S&P 500 Growth ETFs hit record highs and have beaten SPY over 10 years
Mentions
If you’re young buy an SP500 ETF with a little more growth - IVW or VOOG.
When I was in a similar situation I dabbled with individual stocks, lost quite some money (real and on paper; too much in and out on small cap value versus holding quality growth stocks thru corrections etc) and then moved most what was left into IVW. Was a good learning and decision
Wrong choice. You are investing like a retail investor not an institutional investor. Ignore analysts recommendations, ratings, or reports. Focus on beating the SP 500 Index. I am going to show you a simple common sense approach to investing like a pro. Keep in mind that the rule of thumb is that 80% of the mutual funds or ETFs out there cannot beat the SP 500 Index. Now let’s look at a sample of SP500 index funds (ETFs). The popular ones are VOO, IVW, and SPY. Take a look at each funds’ top ten holdings. You will be surprised to find that they all have the same stocks like Apple, Google, Tesla, Amazon, AVGO, Microsoft, Nvidia etc. Why? Because in order to be listed in the top 10 holdings these stocks have to meet stringent performance criteria or they wouldn’t be listed there. Criteria such as excellent management, profits, cash flow, low leverage, high cash balances, growth rates, etc. Even if the economy crashes, these stocks can weathered an economic downturn, survive, and come right back up. So pick stocks that portfolio managers of large SP500 index funds pick. They did the dirty work for you. Assuming you’re a young person and you want growth and are not retiring for the next 20 years then this is how I would divide the 200k. Put 10% in an SP500 Index ETF (I like IVW) and 80% in 5 stocks that you see in the top ten holdings. Just pick 5. The remaining 10% in cash - so you can buy more shares on price dips. Or just put 90% in 5 stocks. Keep buying shares every month and watch your net worth grow. You’ll beat the SP500 returns every time. Good luck.
Everyone is a genius in a bull market. My portfolio is beating the S&P by 8% the past year but not for the 5Y mark. That's why I invest only a portion of my "F you" money in individual stocks vs. ETFs and mutual funds, etc. I only hope to beat the market by 3-5% over the long haul, but I don't invest in stocks with money I can't afford to lose and feel it. If you're young, 20s for e.g., I always tells my nieces/nephews just keep DCAing into VTI or IVW or some such until you have a job paying you enough to easily put away the maximum 401K contribution and not feel strapped. Even if 50.00 a month. Have a favorite company you think will be around 10 years from now (vs say a Lulu Lemon where yoga pants may be looked at like "what was a I thinking?! in 10 years) and want to dabble for fun birthday money from aunt jean, then go for it, but don't watch it every day, DO listen to a quarterly conference call (or transcript it once in while) to learn. But please don't invest money you can't afford to lose in a single stock until you get that F you money built. Small caps have the ability to 100x more than large ones, so maybe research an investment group that focuses there and give yourself a chance to find a wealth maker, as long as it's money you don't care to see again for 5 years or ever again. But again, investing should be boring as hell, not what they play on HOOD. You can do both. Just not 50/50, get it? Good luck!
SFY, IVE, IVW, are pretty much all the companies. I think SFY has a few different holdings. So, you could just reduce it down to SFY or a different S&P500 fund. Having international is fine. Tech is probably good long term however iShares does make a global tech fund that may intrigue you for this purpose. I don't know much about the factor rotation ones to be honest. Factor rotation is a viable strategy, but over the long term I'm pretty sure just a standard S&P500 find has beaten that strategy. What I do for my kid is take the mid/small cap weights of a total market fund but then increase them by x1.5. Over the long run the small cap value is fantastic and is great risk/reward. Over the long run as well mid cap blend is a perfect sweet spot. For my kid I have 58% SPLG 30% FMDE 12% AVUV.
Very easy. First pick a few top dividend paying ETFs. Example SPYD is one of them. Look at their top ten holdings. Then invest in those stocks. The top ten holdings in these funds are there because they meet strict performance criteria and are mostly responsible for the funds performance. Then select a couple stocks with the most cash and low debt on their balance sheet. Those with the most cash and low leverage can weathered an economic downtown and won’t cut their dividends. Check the dividend payment date. Companies pay divdends quarterly - so get one that pays dividends in Jan, Feb, and March. That way you’ll have dividends coming to you every month. That’s what rich old folks do so they have spending money to play with. However if you’re a young lad, it’s better to be in high growth stocks. Not dividend stocks. If you look at the top ten holdings of any Sp500 ETF or Nasdaq 100 ETF -,example SPY, VOO, IVW, or QQQ you’ll notice that they are in Amazon, Google, Meta, Microsoft, Nvidia, and Tesla etc. Check it out. Your goal is to do better than the SP500 does every year in order to get ahead.
Look into SCHB, IVW and PNQI.
Oh sorry I’ve been mistaken, it does have the s&p 500. It has IVW, VOO, and IVE
The Dutch pension Fund will fire the fund manager 😅 Because they sold in September, just before the amazing squeeze to 228 to 300 and then 400. (They sold in September 2024). On 26 February 25, IVW etf added 2.4M shares to hold now 6.1M shares.
Incredibly stupid answer, particularly for an investing sub. "Growth" is an equity factor, and the opposite of the “Value" factor. https://www.msci.com/documents/1296102/8473352/MSCI-SingleFactor-Growth.pdf Factor theory is a foundational pillar of modern finance. You can look up Fama French factor models if you want to learn more. Going back to the S&P 500, you can actually split the index into two distinct indices: “S&P 500 Growth” and “S&P 500 Value”. VOOG (Vanguard) and IVW (iShares) are ETFs that follow the S&P 500 Growth. VOOV and IVE follow the S&P 500 Value. Obviously, you don’t necessarily have to buy an S&P 500 ETF. QQQ, which follows the Nasdaq 100, is the world’s most famous “Growth” ETF, but there are hundreds of others. An investor can absolutely prefer having a “Growth” tilt in their portfolio for various reasons, and it is a perfectly reasonable discussion subject on an investing sub! People are allowed to buy something other than the S&P 500 without being lectured by morons with zero investing expertise. Especially not by those who don’t even know what an equity factor is.
I diligently invest every penny that is left in IVW. I have recurring orders so I don't forget or deviate from my strategy.
Growth has been in favor in US stocks in recent decades. If you go with IVW, you’re betting that this trend will continue and that the current valuation of growth stocks like NVDA are reasonable or underpriced vs. value stocks. I don’t see the point in having 3 S&P 500 ETFs for value, growth, and core. Why not just buy the index? You may want to consider a financial advisor.
You have VOO?, why is that better than IVW?
How about some IVW? Why is VOO better?
That's the problem with using the same letter to mean total and technology. It would be easy to think: VGT - VanGuard Total. VTI - Vanguard Tech Index. Of course, it's actually the other way around: VGT - VanGuard Tech. VTI - Vanguard Total Index. Then there's VT (Vanguard Total), and the initials don't tell you what the difference is (VT is whole-world whilst VTI is US only). iShares is much clearer - QUAL (Quality), ACWI (All-Country World Index), VLUE (Value), IQLT (International Quality). Although there's still IVW and IVV - since when did W stand for growth?
Would swapping IVW for VTI meet that need? I do prefer taking more risk for growth over the next 20 years
Yes. I like SMH, VGT, SPXL, and IVW for tech ETFs.
IVW green 
Vanguard Growth ETF (VUG) iShares Russell 1000 Growth ETF (IWF) iShares S&P 500 Growth ETF (IVW) Schwab U.S. Large-Cap Growth ETF (SCHG)
IVW has a better return rate than VOO.
I started buying into IVW in January. Up 12.54% on it. Not bad i must say.
why not IVW? i had to roll over my 401k into a trad IRA and am looking at allocating around 45% into either broad market or 500 etf... IVW was looking good to me, but i also don't have a whole lot of experience picking ETFs. 45% in my 401k was allocated to VTSAX... so i'm just looking for a better position than that, and 500 growth stock seemed like it was a good place to park money instead. also thinking about going hard on IBIT...
Small cap ETFs like IWM and growth ETFs like IVW. Lower rates are friendlier to small growing companies.
Buy 5 shares of a heavily traded EFT ( IVW). Watch it move for a month. Sell one share, buy it back the next day. You will start to understand how your brokerage processes a transaction, the timing of a buy and sell. Then buy one share of a single stock and do the same thing. Then it becomes old hat. Then you will experiment with different trading strategies. Buy dips, buy highs, contrarian buys, percentage sells, 50day sells, 200 day sells.
It’s great that you’re thinking about your future and your grandchild’s future too. Setting yourself and your family up for financial success is very important. As others have suggested, as a new investor, or as someone who wishes to invest passively, exchange traded funds (ETFs) are your friend. Find a couple broad market ETFs that will give you a good diversified exposure to the global market, or markets (e.g. country or industry) you believe in. Please take a few days or weeks to research before beginning your investing journey to build some conviction in what you’re doing. Since you have the benefit of 15 to 20 years for both accounts, I would lean to $VOO, $VOOG, $IVV, $IVW or similar. Keep investing in them, don’t worry about the market, and sleep easy.
The ETFs I would recommend that I've seen pretty good gains from so far are: XLE BIBL IVW SCHX XLI PFIX SPLG
5% FELAX Fidelity Advisor Semiconductors Fund 15% IXN iShares Global Tech ETF 14% XLK Technology Select Sector SPDR Fund 12% FSHCX Fidelity Select Health Care 12% IVW iShares S&P 500 Growth ETF 12% VCDAX Vanguard Consumer Discretionary Fund 10% FSHOX Fidelity Select Construction & Hsg Port 10% IAU iShares Gold Trust
When you buy shares of ETFs or Funds, you are not buying for to be a "shareholder" in the thousands of companies that they have to buy to build these ETFs and Funds. **You invest in these ETFs or Funds because you want Exposure to a certain Asset Class, Sectors or Factors. This make that Build Diversified Portfolios and Tactical Allocation Portfolios much more Cheaper.** For example, if you dont Hold any company of Defensive Sector, like Consumer Staples ($XLP) cuz you have a Big Concentration in Technology :P Instead of researching and Analyzing Companies, you go and buy a Sector ETF to BlackRock (*iShares ETFs)* [iShares US Consumer Staples ETF - $IYK](https://www.blackrock.com/us/individual/products/239505/) *Consumer Staples: Industry Allocation* https://preview.redd.it/0oxtnohfacjb1.jpeg?width=1029&format=pjpg&auto=webp&s=97a4f3dfd0a361e93e9608ade662b975ab511e7a *Suppose you want to Run a Tactical Portfolio Allocation, by Rebalancing your Portfolio Allocations between Growth & Value Stocks and making Sector Rotation, this will be more cheaper through ETFs* [iShares SP500 Growth ETF - $IVW](https://www.blackrock.com/cl/productos/239725/ishares-sp-500-growth-etf) [iShares SP500 Value ETF - $IVE](https://www.blackrock.com/cl/productos/239728/ishares-sp-500-value-etf) *Factor Investing ETFs : Growth, Value, Equal Weight, Momentum, Quality, Dividend Growth, etc*
Both personally and professionally I’ll weight according to long run index weightings. That way I’m not rebalancing my portfolios as frequently while still approximately benefiting from the market trend. For example if you wanted to approximate the long run Russell 3000 weighting for small, mid, and large companies you could have a domestic portfolio like: 36% IVE - Large Value 36% IVW - Large Growth 9% IJJ - Mid Value 9% IJK - Mid Growth 5% IJS - Small Value 5% IJT - Small Growth Combine international and fixed income to arrive at (60/40 portfolio for example): 15.12% IVE - Large Value 15.12% IVW - Large Growth 3.78% IJJ - Mid Value 3.78% IJK - Mid Growth 2.10% IJS - Small Value 2.10% IJT - Small Growth 18% ACWX - Developed International/EM 40% AGG - US Fixed Income
Happy to give a suggestion. One thing to note if you’re going the passive route is the index construction methodologies. Depending on the benchmark index underneath the fund it can determine the exposure you have to certain market components. For example, the S&P benchmark indices have an underlying profitability requirement for inclusion that acts as a quality filter on companies. Compare this to an index like the Russell 3000 which does not have that same requirement and holdings can differ somewhat significantly. Domestic ETFs for consideration: Large Value - IVE Large Growth - IVW Mid Value - IJJ Mid Growth - IJK Small Value - IJS Small Growth - IJT International and emerging market equities in an ETF wrapper are harder to find value/growth passive options that encapsulate a great degree of the universe so it’s likely best to go with an MSCI World Ex US product here (ACWX). Fixed income, unless you have a tangible opinion on yield curve shape, duration, and convexity, can arguably be achieved best passively through US Aggregate exposure (AGG). Active funds are a similar thought process, just requires manager due diligence and comfort with portfolio managers theses and strategies underlying the investment shop.
Nice base so far. At your age I’d only find one, maybe two ETF’s and focus mainly on individual stocks. A solid ETF I like is iShares S&P 500 Growth ETF (IVW). Also look at the Schwab etf’s as they are low cost and have done well. On your stocks: Hold on to, keep putting money into Apple long term. Reinvest your dividends. I won’t say forever but hold up until the point where Apple starts buying companies outside of their scope. Research what happened to GE and the same with AT&T. Both of these stocks were retirement makers for my fathers generation until the CEO’s decided they were Gods, could do anything and TOTALLY destroyed the company). You won’t see this under current Apple management but there may come a day where a new CEO thinks he/she is a god. JNJ is another long term hold, reinvest your dividends. It’s not Apple but it’s a solid company with long term growth. I own Ford bought it in the low 9’s and am thinking of selling if it goes over 15 again… This company can never seem to bounce out of this range no matter what they do… too big, too many pensions to support etc. Maybe add some GOOGL as I think it will continue to grow over time. Pick a good defense fund (I bought LHX in the mid 2000’s). Etc. I have to ask you why you own ASO? Just curious. Retail stocks have always been rocky in my book. Hope this helps!
At your bank, open a new 12k account and name it… “my emergency fund (And definitely not a savings/spending account).” Then put… 5k in $IVW 2k in $IMCG 2k in $VIOG 1kin $FXTL 1k in $DAPP 1k in AIQ 1k in $TECB And don’t mess with it for two years. You’ll know enough by then to tweak. *Not financial advice because that’s illegal. Only my two cents.
I haven't looked totally under the hood for specifics, but at first glance IVW is something of a compromise between IVV and QQQ, tho it leans closer to IVV. Seems like you could accomplish the same goal just balancing percentages between QQQ and IVV. Not a big deal, but just make sure your "healthy mix" weights things how you want. As for health care and financials, the less hands on you want to be, the less I like these, especially financials. If they are under 5% of the mix though I guess that doesn't matter much. These five things are a perfectly valid portfolio for someone who doesn't monitor every day but does pay attention. If you want to similfy it in your head further, think of IVV as your basic holding and you want to go heavier on tech, health care and financials via QQQ, FNLC and FHLC. As time goes on, adjust the weighting as you see fit.
Hello! I know these posts pop up all the time and I’m hoping this is a simple one. Thanks in advance for your input. I have ~$10k to invest. I’m about 30 years from retirement (hopefully earlier lol). Overall I’m behind in my investment strategy so trying to play catch up. - I’m in my mid 30s, make ~$180k/yr, and have 2 kids -I’m maxing out my 401k -I’ll be maxing out IRA - I worked with a FP to make sure I’m on target for my goals with 529 contributions -I’ll be opening an HSA and working to max out contributions -I have $5k in brokerage accounts currently - I have 2 cars but only 1 car payment with about $8k left and 2.9% interest - Mortgage is ~$1700 and I have 18 years left. I refinanced during the peak period in COVID so have a great rate I don’t want to have to manage my portfolio on a daily basis. I’d prefer something “set and forget” so I was planning on one of two things: - Investing in market index stocks OR -Opening a robo advisor account like Fidelity Go If I invest in market index stocks, what’s a healthy mix? I currently have positions in IVV, IVW, QQQ and a few fidelity stocks like FNCL, and FHLC. I want a healthy mix and IVV, IVW, and especially QQQ is very US/tech focused so I’m not sure if there is something more balanced I should consider to supplement or if folks have recommendations on specific stocks and percentages. I’m planning on investing about $2k/mo over the next 5 months. Does this seem to make sense or are there other places I should be putting the money? Thanks!
26yo Started last year and so far i'm only investing in ETF'S cause i want to learn a little bit more before trying stocks: SCHD (25%) VTI (15%) QQQ (10%) SPY (10%) VNQ (10%) VXUS (10%) IVV (10%) IVW (5%) ARK (5%) ​ Currently thinking about selling IVW and ARK and buy some VOO (I use to have before but sold it) ​ Any recomendation its more than welcome!
Thanks for this! I've long decided on VOO (and QQQM) vs VUG. Now reconsidering adding either VUG or IWY--always wanted Top 50 (but never found said ETF with ER <0.20%). *Vanguard ETFs and recent 12-yr CAGR:* **VUG** (Growth) - 241; **ER 0.04%** **CAGR: 13.39%** Avg vol: 996K; $248 VOOG (S&P 500 Growth) - 232; ER 0.10% CAGR: 13.31% Avg vol: 116K; $232 VOO (S&P 500) - 506; ER 0.03% CAGR: 12.28% Avg vol: 3.8mil; $378 VV (Large-Cap) - 558; ER 0.04% CAGR: 12.14% Avg vol: 236K; $188 \--------------------------------------------------------- **IWY** (iShares Russell Top 200 Growth) - 200; **ER 0.20%** **CAGR: 14.85%** Avg vol: 326K; $138 IVW (iShares S&P 500 Growth) - 235; ER 0.18% CAGR: 13.26% Avg vol: 2mil; $64 \---------------------------------------------------------- Invesco QQQ (**QQQM**) - 100; ER 0.20% (**0.15%**) **CAGR: 16.93%** Avg vol: 59mil (1mil); $316 ($130)
Thanks for the advice! From my experience options on IVW fill really fast at midpoint which makes think I leave a lot of money on the table. I'll try going somewhere around 1.50 today and lower it slowly under filled.
No. Money has been rotating into **value** stocks. If you look at IVE vs IVW, then you can see that cyclical stocks are getting the money.
IVW and SCHX are not S&P 500 ETFs. IVW is the iShares S&P 500 ***Growth*** ETF, which is a subset of the S&P 500 index that holds less than half of the index. SCHX is a U.S. Large-Cap ETF that holds 750 companies; again, not quite the same thing as the S&P 500 index. Not only are you comparing two different ETFs, but neither one actually tracks the S&P 500. I don't know what RSE is, but if it's that different from VOO (the only S&P 500 ETF in your examples) then I gather it must not be an S&P 500 ETF. If you want some examples of S&P 500 ETFs, here are some American ones: SPY, IVV, VOO, SPLG. For Canadian S&P 500 ETFs there's VFV, VSP, XSP, XUS, ZSP, ZUE. I think you'll find that their performance over long periods of time is *very* similar.
I have half of my $ in total market ETFs like DVY, HDV, VIG, VYM and IVW. I'm probably going to think about adding a good bank stock and retailer like WMT/LOW. Continuing to DCA into these over time
Mid Blend - IJH Mid Value - IVOV Large Blend - IVV Large Growth - IVW
Look at a value/growth chart like VTV/IVW and tell me where you should’ve been putting your money since January. If you weren’t hearing people talking about getting into value or the “value rotation” back then, you’re following the wrong crowd.
Even that isn't a fair comparison. ARKK should be compared to a Technology sector ETF or a Large Growth ETF. XLK is down -19% YTD IVW is down -20% YTD MDYG is down -17% YTD
1. Look to condense. Realistically you are already highly weight in AMZN. I’d recommend condensing IVW, AMZN into VTI. 2. If you’re holding for 20-30 years, I’d remove JEPI and SCHD. Both are dividend payers which you don’t really need a focus on until you get close to retirement. JEPI also has an er of .35%. Not crazy high but VTI is .03%. That .32% difference in savings will compound surprisingly will add up in nice savings over the long term.
How often do options get assigned vs sell to close? I have established a covered call position on IVW using an April 72 Call. The option is now well ITM and the underlying position has over a 10% gain. Hypothetically if IVW remains at the current price of 78 at option expiration, is there a high probability that I will be assigned or will the option be sold to close? I would like to hold onto the underlying and I am considering rolling up to a strike of 80. Thanks!
How often do options get assigned vs sell to close? I have established a covered call position on IVW using an April 72 Call. The option is now well ITM and the underlying position has over a 10% gain. Hypothetically if IVW remains at the current price of 78 at option expiration, is there a high probability that I will be assigned or will the option be sold to close? I would like to hold onto the underlying and I am considering rolling up to a strike of 80. Thanks!
TL;DR - don't trade option chains with poor liquidity. You waste money trading wide bid/ask spreads. IVW has just about the worst liquidity I've seen. If the bid/ask is wider than 10% of the bid at the ATM strike, think twice about using that chain. The April ATM strike's bid/ask is almost 50% of the bid. My advice, stay far, far away from that chain. Here's why. Within the bid/ask are price points that buyers will buy at and sellers will sell at. It's the "real" price they want to trade at, if you will. For example, for a buyer, they may want to buy for $1.00 but will settle for $1.10. Nobody knows what those "real" price targets are, but you can assume they are within the bid/ask spread. This means that the narrower the bid/ask, the more likely you are going to trade at a "real" price, rather than an inflated/discounted one. For example, if the bid/ask is $1.00/$1.01, there's no room to overpay/undersell. You'll hit the real price very time just by using the bid or the ask. But if the bid/ask spread is $1.00/$2.00, there is all sorts of room in that spread to overpay/undersell. Like say a buyer is willing to buy your call at $1.40, but you offer $1.50 and they fist-pump for the extra money you gave them for nothing. **Wide spreads mean a higher chances you will overpay/undersell**. So instead of worrying whether or not your order will "execute", you should worry more about how much you might be missing the real price. You can always instantly fill an order if you offer extra money to sellers or cut a huge discount for your buyers. Ability to "execute" an order is the least of your worries.
I am looking to do a short term covered call strategy on IVW which has relatively little option volume. My strategy involves taking advantage of accelerated time decay by using options with expirations less than 40 days. I have a few questions regarding writing the call options: - Since the ETF has little option volume, is it likely that many of my writes will go unexecuted? - Some of the options have 0 volume and 0 open interest. Will those ever execute? Or should I look for the options with some volume or open interest? - The bid/ask spread is wider from the lower volume. Since I am selling the option, is there ever a chance that I could sell the option closer to the ask? Or should I always aim for the midpoint? Thanks!
I am looking to do a short term covered call strategy on IVW which has relatively little option volume. I have a few questions regarding writing the call option: - Since the ETF has little option volume, is it likely that many of my writes will go unexecuted? - Some of the strikes have 0 volume and 0 open interest. Will those ever execute? Or should I look for the options with some volume or open interest? - The bid/ask spread is wider from the lower volume. Since I am selling the option, is there ever a chance that I could sell the option closer to the ask? Or should I always aim for the midpoint? Thanks!
I just started dollar cost averaging into IVW. It seems I started at a good time.
Please advice on investing in few funds to diversify. I'm based in USA. Someone recommended FNILX, FZILX, FZIPX, IVV, IVW. Thank you!
Forgot about IVW, it's major holding is APPL. So my advice is if you don't know much about etfs just pick one that replicayes s&p 500 or vanguard all world and stick with it for very long time. Add aech mont a fixed amount to your position
I have $35,000 in a "high" (.4%) yield savings account. 30, single male, US-KY, Transportation Engineer, $85k salary Want to use the money to create more money and retire early. Long time horizon, no use for 20+ years. High risk tolerance, not afraid of 100% loss. Currently holding various amounts of VUG, VEA, VTV, VWO, IWB, IEFA, IVW, IVE in Roth IRA & Individual brokerage accounts. Smaller Roth 401k, ESPP, HSA through work. Total \~200k in retirement accounts. Own a paid off rental house worth \~$60k. Rent at $700 a month. Net \~$3-4k/year. I have \~$90k equity in current home. $180k left on 3.125% mortgage. No other debt. How much should I invest? And what funds should I select? I'm opening a Vanguard account to invest. Current monthly expenses are \~$3k. Thank you!
Website: gsi.finance Telegram IT : t.me/gsitoken White Paper: bit.ly/3IVW5oz #bsc #gsi Next green project will be GSI. It’s all about making the air & water we drink more usable by creating means & reducing the pollution risk which plastic production and consumption causes.
Some other similar Vanguard ETFs with lower expense ratios than the iShares ETFs you mentioned, in case they're not on your radar: 1. Small Cap: while VIOO has 0.10% expense ratio vs. IJR's 0.06%, might want to check out VB. It has 0.05% expense ratio, a lot more holdings than IJR/VIOO (\~1500 vs. \~600), and similar performance. [https://www.etf.com/etfanalytics/etf-comparison/IJR-vs-VB](https://www.etf.com/etfanalytics/etf-comparison/IJR-vs-VB) 2. Mid Cap: similarly, IVOO has 0.10% expense ratio vs. IJH's 0.05%, you might consider VO. It has 0.04% expense ratio and similar performance. [https://www.etf.com/etfanalytics/etf-comparison/IJH-vs-VO](https://www.etf.com/etfanalytics/etf-comparison/IJH-vs-VO) 3. Large Cap Growth: VOOG's 0.10% expense ratio is already cheaper than IVW's 0.18%, but also worth a look at VUG which has 0.04% expense ratio, more holdings, and higher avg daily volume. [https://www.etf.com/etfanalytics/etf-comparison/IVW-vs-VUG](https://www.etf.com/etfanalytics/etf-comparison/IVW-vs-VUG)
Looking to add another stout growth position, what are yalls thoughts on SPYG vs. IVW? I already have a healthy position in VTI, not too concerned about overlap. Thanks.
S&P 500 fund. IVE or IVW, or SPDR.
S&P 500 growth ETFs hit record highs on Wednesday and are outperforming the benchmark SPDR S&P 500 Trust ETF (NYSEARCA:SPY) year to date. The Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG), SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) and iShares S&P 500 Growth ETF (NYSEARCA:IVW) all recorded intraday highs on Wednesday's session. All three have also outdone SPY’s +25.5% YTD performance. VOOG is +30%, SPYG is +29.9% and IVW is +29.8%. S&P 500 Growth ETFs are made up of stocks that display the strongest growth characteristics based on: sales growth, P/E ratios, and momentum. Moreover, the funds have very similar trading performances because they're essentially the same fund offered by different issuers. Each ETF tracks the Standard & Poor’s 500 Growth Index. The two key differences between the ETFs are their assets under management and their expense ratios. IVW leads the charge from an AUM vantage point with $39.42B under its belt. SPYG comes in second with $15.25B AUM, followed by VOOG at $4.65B. Expense-ratio-wise, SPYG is the cheapest of the ETFs with an expense ratio of 0.04%, while VOOG is the second most costly fund at 0.10% and IVW is the most expensive with a ratio of 0.18%. Fund flows for the three ETFs seem to follow expense ratios. Lowest-priced SPYG attracted $2.59B in inflows so far this year, while the second-most-affordable fund VOOG brought in $1.06B, according to etfdb.com. However, IVW − the most expensive ETF of the three − lost $1.67B to outflows. **From a performance standpoint, all three have not only outperformed SPY on a YTD stance, but have also** ***outdone SPY in every timeframe from one-month to 10-year performance.***
S&P 500 growth ETFs hit record highs on Wednesday and are outperforming the benchmark SPDR S&P 500 Trust ETF (NYSEARCA:SPY) year to date. The Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG), SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) and iShares S&P 500 Growth ETF (NYSEARCA:IVW) all recorded intraday highs on Wednesday's session. All three have also outdone SPY’s +25.5% YTD performance. VOOG is +30%, SPYG is +29.9% and IVW is +29.8%. S&P 500 Growth ETFs are made up of stocks that display the strongest growth characteristics based on: sales growth, P/E ratios, and momentum. Moreover, the funds have very similar trading performances because they're essentially the same fund offered by different issuers. Each ETF tracks the Standard & Poor’s 500 Growth Index. The two key differences between the ETFs are their assets under management and their expense ratios. IVW leads the charge from an AUM vantage point with $39.42B under its belt. SPYG comes in second with $15.25B AUM, followed by VOOG at $4.65B. Expense-ratio-wise, SPYG is the cheapest of the ETFs with an expense ratio of 0.04%, while VOOG is the second most costly fund at 0.10% and IVW is the most expensive with a ratio of 0.18%. Fund flows for the three ETFs seem to follow expense ratios. Lowest-priced SPYG attracted $2.59B in inflows so far this year, while the second-most-affordable fund VOOG brought in $1.06B, according to etfdb.com. However, IVW − the most expensive ETF of the three − lost $1.67B to outflows. **From a performance standpoint, all three have not only outperformed SPY on a YTD stance, but have also** ***outdone SPY in every timeframe from one-month to 10-year performance.***
S&P 500 growth ETFs hit record highs on Wednesday and are outperforming the benchmark SPDR S&P 500 Trust ETF (NYSEARCA:SPY) year to date. The Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG), SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) and iShares S&P 500 Growth ETF (NYSEARCA:IVW) all recorded intraday highs on Wednesday's session. All three have also outdone SPY’s +25.5% YTD performance. VOOG is +30%, SPYG is +29.9% and IVW is +29.8%. S&P 500 Growth ETFs are made up of stocks that display the strongest growth characteristics based on: sales growth, P/E ratios, and momentum. Moreover, the funds have very similar trading performances because they're essentially the same fund offered by different issuers. Each ETF tracks the Standard & Poor’s 500 Growth Index. The two key differences between the ETFs are their assets under management and their expense ratios. IVW leads the charge from an AUM vantage point with $39.42B under its belt. SPYG comes in second with $15.25B AUM, followed by VOOG at $4.65B. Expense-ratio-wise, SPYG is the cheapest of the ETFs with an expense ratio of 0.04%, while VOOG is the second most costly fund at 0.10% and IVW is the most expensive with a ratio of 0.18%. Fund flows for the three ETFs seem to follow expense ratios. Lowest-priced SPYG attracted $2.59B in inflows so far this year, while the second-most-affordable fund VOOG brought in $1.06B, according to etfdb.com. However, IVW − the most expensive ETF of the three − lost $1.67B to outflows. From a performance standpoint, all three have not only outperformed SPY on a YTD stance, but have also outdone SPY in every timeframe from one-month to 10-year performance. \[TL;DR: Dividend and value index investing sucks.\]
Hi! I have about 65k (CDN) that I want to use in about 6-12 months and I’m considering investing it vs sitting in high interest savings. I own a few stocks and ETFs (Apple, NIO, IVW, SPLG) but only have about 1k invested amongst those. I know I risk losing some by buying but I’m okay with a bit of risk, if the reward is there. Should I buy big ETFs? Stocks? Keep it in savings? Thanks!
Which one? IVW, KBE, or SDY
Not "guaranteed" of course... But any total market ETF would have doubled in the last 5 years. VTI, IVW, SWTSX, take your pick -- all up over 100% in the last 5.
You only need SP500 from whatever company , SP500 growth IVW, world developed markets and QQQ. The rest are simply adding to your costs. I am also invested less than 10% in very stable companies like JNJ, Abbvie, UPS, Sony, Costco, etc to minimize maximum drawdown. They don't have huge returns but damn they work like clockwork in any environment with little volatility.
I would take other’s advice with a grain of salt. It’s all about what’s best for YOU. Me personally, Cryptos have made me more money than I ever thought of and wish I would’ve invested a higher percentage into them— HOWEVER my risk tolerance is a little higher than others. If you want to be AS SAFE AS POSSIBLE and aren’t looking for HOME RUN PLAYS (meaning little consistent profit is better than a high gamble) then I would stick with Index funds and ETFs like others mentioned. ETFs like VOO, IVW, and either ARKG or ARKK are good safe bets. There are safer options above ARK etfs but still good choices. ARKG focuses on genomics whereas ARKK is more about innovative new companies on the block. ARKK has holdings such as Tesla, Coinbase, DraftKings, Square and Roku.
Personally, I hold SPYV, along with equal portions on FAANGM’s, BRK.B and in IVW(which is SPYG but from BlackRock). Maybe some day I’ll drop it solely on the SPY. [(Here is the Historical Chart)](https://www.longtermtrends.net/growth-stocks-vs-value-stocks/).
I am in my 20s and invested a bunch of money in IVW and QQQ about 10 years ago. I'm happy with that. What's a good long term but kind of risky ETF I should invest in now? Or should I keep pumping cash into VTI?
Conservative for age but I like it. Split that VOO into growth IVW or VONG?
ETF 50.50% Stock 49.50% IVV 40.282% PLUG 20.893% AMZN 10.813% BRKB 9.813% IJR 3.057% VOO 2.939% AAPL 2.627% IVW 1.041% GOOGL 1.006% DIS 0.973% IYG 0.908% RYT 0.865% TWTR 0.771% BABA 0.643% FXAIX 0.525% SBUX 0.504% VUG 0.457% IHI 0.428% PG 0.318% SQ 0.272% NIO 0.266% YUM 0.264% MSFT 0.212% SOFI 0.123%
Again I'm not deliberately trying to test your patience, I just do not play with money in my brokerage account beside buying SPY and IVW and never selling. If I understand you correctly, let's say once you buy $5000 worth of shares in let's say AMC on Monday, those funds will be considered settled Thursday. Now once those funds have settled I can buy and sell as much AMC as I want? I'm not following you can you be more specific what you mean by settled cash.
I'm into SPY IVW and then to be a little exotic ITEQ and then the type of currencies that we shan't dare speak of here. People can shoot their nose down at me all they want, my goal is to be as self-sufficient off grid as possible to reduce most of my exterior needs for fiat currency. I'm not hopeful about the future. I'm on WSB mostly to learn and for lolz.
I watched my portfolio of ETF based stocks (DVY, IVW) go from 175k to 119k last year during the COVID crises. I panicked but held. When my value came back up to 160k late last year I sold, happy to have most of my money back. I decided to day trade to make back my losses. Made about 10k to bring my portfolio up to 170k, then everything started to just rise and I couldn't find any bargains. I put it all back in the market on growth/weed/tech stocks first week of February. Am back down to 143k. I should have left what I had in DVY and IVW, as I would have been way up by now.
Look into IVW or IUSG they’re s&p growth ETF’s, basically combines QQQ & SPY. They’re looking for stable growth so the top holdings are tech-focused. Also if you’re going for one ARK fund I’d go with ARKK, a little bit of everything and almost guaranteed to get strong returns.
On stockcharts.com plot IVE:IVW and see the ppo cross up in September on the weekly
Would today be a good day to buy IVW, ICLN, or Arkf or is this selloff expected to continue. Lost a ton so far but these have pulled back quite a bit and look loke good buys. Trying to switch to a etf/dividend approach. I have not done well choosing individual stocks.
Hey guys, in the past month or two, I've been really into the stock market. Every day, is spend at least one hour looking at videos, reddit posts or blogs of investesters. As I'm not really the type of person to enjoy the risky usage of options, I've built a list of what I would like my portfolio to look like when I actually start investing, and was wondering what you all thought about this : 15% ARKG 15% ARKQ 10% VOO 10% QQQ 10% IVW 20% Stocks 20% Cash Here's why I would choose these, and btw, feel free to tell me what you think is wrong about my percentages, or my thought behind buying these ETFs. For the ARK ETFs, I think ARKG and ARKQ both have a very bright future, even if some say that the market is inflated for these type of stocks. Genomic and Autonmous technology/Robotic will affect everyone's daily life or health, and I think investing in these type of companies can be rewarding since it could boom very soon. Then, I am very aware that VOO, QQQ and IVW are very similar ETFs. VOO contains the whole S&P500, QQQ contains the 100 best NASDAQ companies and IVW focus on Growth stocks in the S&P500 (there's approximately 250 of them IIRC). * VOO (being the safest choice here) is almost in every case guaranteed to provide me with gains, but lack the growth potential of IVW and QQQ. * IVW, being cheap and filled with growth stock, could potentially represent higher gains than VOO, but at a risk of being slightly more volatile (since VOO has the Growth AND value stocks of the S&P) * QQQ, a IVW but on steroids, has been known to outperform the VOO ETF for a while, but this may not be the case in the future years if Tech stocks in the NASDAQ reach their peek. So having this ETF and the two previous ones could benefit me with nice gains, while remaining less volatile than if I had 30% QQQ. Also, I want to invest 20% of my portfolio in stocks (not necessarily dump them into one stock only) that may have a bright future. I would not invest in big multinationals (like AAPL, AMZN, etc.) since they are already a big part of the ETFs holdings anyway. I would try to find emerging or undervalued company that could pay off in the near future (less than a year). I wouldn't stay for years with the same stocks. Lastly, I think that keeping a 20% cash to buy big dips, small market crash, or even retrieve if something happens IRL would be interesting and helpful.
Hey guys, in the past month or two, I've been really into the stock market. Every day, is spend at least one hour looking at videos, reddit posts or blogs of investesters. As I'm not really the type of person to enjoy the risky usage of options, I've built a list of what I would like my portfolio to look like when I actually start investing, and was wondering what you all thought about this : 15% ARKG 15% ARKQ 10% VOO 10% QQQ 10% IVW 20% Stocks 20% Cash Here's why I would choose these, and btw, feel free to tell me what you think is wrong about my percentages, or my thought behind buying these ETFs. For the ARK ETFs, I think ARKG and ARKQ both have a very bright future, even if some say that the market is inflated for these type of stocks. Genomic and Autonmous technology/Robotic will affect everyone's daily life or health, and I think investing in these type of companies can be rewarding since it could boom very soon. Then, I am very aware that VOO, QQQ and IVW are very similar ETFs. VOO contains the whole S&P500, QQQ contains the 100 best NASDAQ companies and IVW focus on Growth stocks in the S&P500 (there's approximately 250 of them IIRC). * VOO (being the safest choice here) is almost in every case guaranteed to provide me with gains, but lack the growth potential of IVW and QQQ. * IVW, being cheap and filled with growth stock, could potentially represent higher gains than VOO, but at a risk of being slightly more volatile (since VOO has the Growth AND value stocks of the S&P) * QQQ, a IVW but on steroids, has been known to outperform the VOO ETF for a while, but this may not be the case in the future years if Tech stocks in the NASDAQ reach their peek. So having this ETF and the two previous ones could benefit me with nice gains, while remaining less volatile than if I had 30% QQQ. Also, I want to invest 20% of my portfolio in stocks (not necessarily dump them into one stock only) that may have a bright future. I would not invest in big multinationals (like AAPL, AMZN, etc.) since they are already a big part of the ETFs holdings anyway. I would try to find emerging or undervalued company that could pay off in the near future (less than a year). I wouldn't stay for years with the same stocks. Lastly, I think that keeping a 20% cash to buy big dips, small market crash, or even retrieve if something happens IRL would be interesting and helpful.