#sector-concentration

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from24/7 Wall St.
1 day ago

Morningstar's $12.9 Billion ETF Ripped 340%

MOAT tracks the Morningstar Wide Moat Focus Index, holding around 50 US companies that Morningstar's analysts believe possess sustainable competitive advantages and trade below fair value. The fund rebalances quarterly, keeping turnover moderate at 55%. At $12.9 billion in assets, it offers tight spreads and reliable liquidity.
Business
Business
from24/7 Wall St.
5 days ago

KBE Is A Tiny ETF With Huge Potential For Investors in 2026

KBE's equal-weight banking ETF concentrates pure-bank exposure for potential cyclical outperformance, with higher sector volatility, 2.21% yield, and a 0.35% expense ratio.
Business
from24/7 Wall St.
1 week ago

1 High-Yield ETF I Recommend to Nearly All Retirees

SPYD provides 4.7% yield through equally weighted high-yield S&P 500 stocks but carries sector concentration, payout volatility, and underperformance in growth markets.
Business
from24/7 Wall St.
4 weeks ago

VTV Has Done Great, But I like Vanguard's VOE ETF Better

Vanguard Value Index ETF delivered strong recent returns via large-cap value stocks and cash-generating sectors, but crowded positioning may limit future upside.
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