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What to Watch: PJSM
Quick Read With the 10-year Treasury at 5.00% and PJSM only 9 days old, elevated rates pose an immediate valuation headwind for its small-cap universe. PJSM's first NPORT-P filing will determine whether it delivers a differentiated active…
VFX Is Quietly Ripping As Small Cap Rotation Outpace S&P 500
Quick Read Vanguard Extended Market (VXF) holds 3,500 mid-cap and small-cap stocks excluded from the S&P 500. The expense ratio is 0.05%. VXF delivered 248.6% over ten years but lagged the S&P 500’s 271.8% as mega-cap tech dominated recent…
The SPDR S&P 500 ETF Trust (SPY) pulled in $2.1 billion on Wednesday, bringing its assets under management to $639.2 billion, according to data provided by FactSet. The inflows came as the S&P 500 climbed 0.6% and the Nasdaq Composite adva…
DIA Gains $576M in Assets as Treasury Yields Retreat
The SPDR Dow Jones Industrial Average ETF Trust (DIA) pulled in $576 million on Monday, increasing its assets to nearly $38.6 billion, according to data provided by FactSet. The Dow-tracking ETF's inflows came as markets recovered from ear…