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Wall Street Declared Active Funds Dead. Nobody Told the Growth Fund of America, AGTHX
Quick Read AGTHX owns $6 billion in private AI stakes like Anthropic and OpenAI, unavailable to index funds, and returned 87% over three years vs. SPY's 72%. The A share load of up to 5.75% can cost retail buyers thousands upfront, making…
Wall Street Declared Active Funds Dead. Nobody Told the Growth Fund of America, AGTHX
Quick Read AGTHX beat the index over three and ten years by pairing megacap tech giants with nearly $6 billion in private AI stakes. SPY beat AGTHX year-to-date, but 401(k) investors access the same portfolio via GAFFX without paying the 5…
Quick Read VUG's 410% 10-year return compounds tax-free inside a Roth, while taxable holders owe capital gains on every trim or rebalance. VUG's 0.4% yield saves just $1,350 in annual taxes on a $500K Roth position; the real win is shieldi…
The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar
Quick Read QQQ and QQQM together command 27% of all US large-cap growth ETF assets, with 401(k) auto-contributions feeding that concentration daily regardless of valuation. Since March 2020, QQQ has returned 324% versus SPY's 143%, while V…
Is The Price You Pay For Vanguard's VUG Justified?
Photo by ArtsyBee on Pixabay The fund trades at a discount to its own recent past, but what you get in earnings doesn't yet clear the risk-free hurdle. The companies inside the Vanguard Growth ETF (VUG) offer an aggregate earnings yield of…
ETFs for Investors Seeking Balance Amid Ceasefire Optimism
Ceasefire developments have played a key role in driving investor sentiment and short-term market direction. Markets have largely adopted a reactionary stance, responding swiftly to headlines surrounding potential agreements. Markets ralli…
Is SCHG’s 32× PE the Start of a Melt-Up or the Edge of a Cliff?
Quick Read SCHG carries a 32x P/E but has delivered only 4% in 2026, leaving holders paying for growth the fund hasn't yet delivered. Year-to-date SPY returned 8% and QQQ returned 15%, both outpacing SCHG despite SCHG carrying a premium va…
IWF Tracks the Russell 1000 Growth Index, But Three Names Now Drive a Third of Its Performance
Quick Read A 20% drop in NVIDIA, Apple, and Microsoft alone would wound IWF by 6.5% before the other 390 holdings offset it—the hidden cost of cap-weight concentration in a mega-cap AI rally. The analyst who called NVIDIA in 2010 just name…
History Says VUG Is Not Worth Your Money. Hold This Instead
Quick Read QQQ’s tighter Nasdaq-100 roster captures more upside from megacap winners than VUG’s sprawling CRSP index, making index methodology the real performance differentiator beyond fees. The analyst who called NVIDIA in 2010 just name…
$300K in CDs just matured and at 45, it may be time to rethink where all that money goes
Certificates of deposit (CDs) can be a great investment because they're FDIC-insured and have limited risk. While you lock up your money and typically face penalties for early withdrawal, you also get a guaranteed rate of return. Once your…
Is the Market Turning Risk-On Again? Growth ETFs to Watch
Optimism around a potential long-term truce in the Middle East lifted U.S. markets, with the S&P 500 Index rising about 0.93% over the past five days. The increase reflects growing investor confidence that ongoing diplomatic talks could yi…
The 2026 Roth Catch-Up Rule Hits Workers Over $145,000: 4 ETFs to Make the Most of It
Quick Read Vanguard Growth ETF (VUG) charges 0.03% expense ratio with $187B in assets and 52% technology allocation, Schwab U.S. Large-Cap Growth ETF (SCHG) holds $50.5B with 0.04% fees and 45% technology exposure plus 7.1% financials, Inv…
Vanguard Announces Share Splits for Five Equity Index ETFs
VALLEY FORGE, Pa., March 24, 2026 /PRNewswire/ -- Vanguard today announced plans to execute forward share splits for five equity index ETFs. The share splits will be effective on April 21, 2026 and are intended to widen availability for in…
The 0.04% Fee ETF That Turned $10,000 Into Over $35,000 Like Magic
Quick Read Vanguard Value ETF (VTV) returned 18.9% over the past year versus 13.9% for the S&P 500. JPMorgan Chase (JPM) and Berkshire Hathaway anchor VTV at 3.55% and 3.31% respectively. Vanguard Value ETF charges 0.04% annually and deliv…
Vanguard Lets Investors Bet on Cheap Big Tech Stocks The Easy Way | MGV
Quick Read Vanguard Mega Cap Value (MGV) returned 18% over the past year with a 2.02% yield and 0.07% expense ratio. MGV’s 85% five-year gain trails Vanguard Growth ETF’s 97% return due to limited 11% technology exposure. JPMorgan Chase le…
bigjom jom / Shutterstock.com Quick Read VanEck Semiconductor ETF gained 53% in the past year with 75% of its portfolio concentrated in just 10 holdings. Vanguard Growth Index Fund ETF has beaten the S&P 500 every year since its 2004 incep…
Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
Though much of 2025 was clouded by tariff fears, geopolitical tensions and AI bubble concerns, the S&P 500 looks poised to end the year with solid double-digit growth. The broad market index is up 18% year to date and about 1.7% month to d…
ETFs to Benefit From Rate Cut Bets and Upbeat Forecasts
The market outlook for the next year is turning out to be optimistic, supported by favorable economic conditions. Following a turbulent year and a choppy November, the S&P 500’s 4.2% gain over the past seven days suggests a potential retur…
ETF Areas to Buy on Fed Cuts and Trade Truce Optimism
By a 10-2 vote, the Federal Reserve just cut interest rates by a quarter percentage point for the second consecutive meeting this year, bringing its benchmark rate down to a range of 3.75%–4.00% (per CNBC). The decision, though taken amid…
The Zacks Analyst Blog Highlights VUG, IWF, IVW, SPYG and IUSG
For Immediate Release Chicago, IL – October 28, 2025 – Zacks.com announces the list of ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial ma…
The current economic landscape can be a rewarding time to bet on growth-oriented names, as a supportive macro backdrop and the Fed’s rate cuts paint an optimistic picture for the U.S. economy, reinforcing growing confidence in the economy’…
Buy, Hold and Build Wealth: ETFs for Long-Term Investors
The S&P 500’s performance in September underscored the market’s underlying uncertainties. Wall Street is expected to face increased economic uncertainty in the near term, which may weigh on investor confidence. In such a scenario, adopting…
Growth & Large-Cap ETFs Worth Considering to Power Your Portfolio
Driven by robust consumer spending and solid business investment, the U.S. economy expanded in the second quarter, growing at its fastest pace in nearly two years, according to data by the Commerce Department, as quoted on Reuters. Growing…
The S&P 500 has risen about 11% year to date and nearly 30% since rebounding in early April. After advancing 4.2% in August, the index has extended its momentum into September, making it a rewarding time to bet on growth-oriented funds. Re…
Monster AI Earnings & Economic Resilience to Power Up Growth ETFs
The S&P 500 and tech-heavy Nasdaq Composite advanced on July 31, 2025, thanks to blockbuster earnings from Meta META and Microsoft MSFT. This shows renewed investor confidence in Big Tech’s AI-driven growth. Meta shares soared 11% on July…
Should Vanguard Growth ETF (VUG) Be on Your Investing Radar?
Launched on 01/26/2004, the Vanguard Growth ETF (VUG) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market. The fund is sponsored by Vanguard. It has amass…
Should iShares Russell 1000 Growth ETF (IWF) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell 1000 Growth ETF (IWF), a passively managed exchange traded fund launched on 05/22/2000. The fund is sponsored by Bl…
Should Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) Be on Your Investing Radar?
The Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) was launched on 03/21/2012, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market. The fund is sp…
Should SPDR Portfolio S&P 500 Growth ETF (SPYG) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the SPDR Portfolio S&P 500 Growth ETF (SPYG), a passively managed exchange traded fund launched on 09/25/2000. The fund is…
Should Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) is a passively managed exchange traded fund launched on 11/08/2017. The fund is sponsored b…
Should iShares Top 20 U.S. Stocks ETF (TOPT) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the iShares Top 20 U.S. Stocks ETF (TOPT), a passively managed exchange traded fund launched on 10/23/2024. The fund is sp…
Should Invesco QQQ (QQQ) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Invesco QQQ (QQQ), a passively managed exchange traded fund launched on 03/10/1999. The fund is sponsored by Invesco. It has amasse…
Should Invesco S&P 500 Pure Growth ETF (RPG) Be on Your Investing Radar?
The Invesco S&P 500 Pure Growth ETF (RPG) was launched on 03/01/2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Growth segment of the US equity market. The fund is sponsored by Invesc…
Should SoFi Select 500 ETF (SFY) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the SoFi Select 500 ETF (SFY) is a passively managed exchange traded fund launched on 04/11/2019. The fund is sponsored by Sofi. It has amassed ass…