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Yahoo
2 hours ago
- Business
- Yahoo
SPY Is a Great Choice for Most, but I Like VOO ETF Better.
Investing in the S&P 500 is banking on the growth of the U.S. economy over time. The Vanguard S&P 500 ETF has an expense ratio that is three times lower than that of the SPDR S&P 500 ETF Trust. Using a strategy like dollar-cost averaging can help reduce the temptation of trying to time the market. 10 stocks we like better than Vanguard S&P 500 ETF › When exchange-traded funds (ETFs) were created, it was a game-changer for investing because it allowed people to create diversified portfolios with one to a few investments. This simplified investing and removed some of the barriers that could have turned off potential investors in the past. The SPDR S&P 500 ETF Trust (NYSEMKT: SPY) holds a special place in U.S. stock market history because it was the first ETF ever listed in the U.S. Today, it's the second-largest ETF in the world, with over $610 billion in assets under management as of June 19. There aren't many ETFs that can serve as the foundation of a stock portfolio, but an S&P 500 ETF like SPY is one of those. It has a winning trio: diversification, access to blue chip companies, and proven results. The S&P 500 (SNPINDEX: ^GSPC) tracks 500 of the largest American companies on the stock market. It's often seen as a broad gauge of the U.S. economy due to the significant contributions these companies make to the economy and the wide range of sectors they span. When you invest in SPY, you're essentially banking on the growth of the U.S. economy. With large tech stocks skyrocketing in valuation over the past few years, the information technology (tech) sector has a large representation in SPY, but you still get access to leaders from all major sectors. Here's how SPY is broken down: Sector Percentage of the ETF Information technology 32.40% Financials 13.93% Consumer discretionary 10.43% Communication services 9.80% Health care 9.53% Industrials 8.60% Consumer staples 5.63% Energy 3.23% Utilities 2.41% Real estate 2.11% Materials 1.93% Data source: State Street Global Advisors. Percentages as of June 17. The tilt toward tech makes sense when you consider that nine of SPY's top 10 holdings are tech companies, and they all have a market cap of over $1 trillion (as of June 19). The only non-tech company in the top 10 is Berkshire Hathaway. The S&P 500 rebalances quarterly, so these percentages will naturally change as SPY adjusts its holdings to better reflect the index. However, it's worth keeping an eye on as you invest in other stocks and may want to complement this ETF to help ensure your portfolio remains well diversified and in line with your risk tolerance. Despite all the great things about SPY, my personal preference is the Vanguard S&P 500 ETF (NYSEMKT: VOO) -- and it comes down to its expense ratio compared to SPY. VOO's expense ratio is 0.03%; SPY's is 0.0945%. Expense ratios are fees charged annually as a percentage of your total investment value, and although many differences seem ignorable on paper, they add up quickly as your money grows. To see just how much a slight 0.0645% difference can make in real-world dollars, let's assume you invest $500 monthly and average 10% annual returns. Below are the differences in fees paid with VOO versus SPY. Years Invested Fees Paid With 0.03% Expense Ratio Fees Paid With 0.0945% Expense Ratio 10 $137 $431 15 $452 $1,422 20 $1,168 $3,666 25 $2,655 $8,321 30 $5,588 $17,488 Calculations by author. Fees are rounded to the nearest dollar. Even though you're investing in the same index (though the percentages of each holding slightly vary), the difference in fees between the ETFs can be hundreds to thousands of dollars over time. Neither SPY nor VOO are get-rich-quick investments (those don't exist) or ETFs that you should expect to experience hypergrowth. However, they are solid investments that have historically had solid returns, making many people millionaires along the way. The best thing investors can do is focus on making consistent investments, regardless of market conditions. This is when a strategy like dollar-cost averaging comes in handy. By dollar-cost averaging, you remove the urge to try to time the market because you're on a set investing schedule. Sometimes, you'll invest when prices are falling; sometimes, you'll invest when they're rising. Ideally, you'll trust that it evens out over time, and the long-term growth is there. Past performance doesn't guarantee future performance, but that's historically been the case with the S&P 500. Before you buy stock in Vanguard S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Vanguard S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Stefon Walters has positions in Vanguard S&P 500 ETF. The Motley Fool has positions in and recommends Berkshire Hathaway and Vanguard S&P 500 ETF. The Motley Fool has a disclosure policy. SPY Is a Great Choice for Most, but I Like VOO ETF Better. was originally published by The Motley Fool
Globe and Mail
a day ago
- Business
- Globe and Mail
The Smartest S&P 500 ETF to Buy With $500 Right Now
So you want to invest in the stock market, but you don't want to hand-pick specific stocks. Simply mirroring the S&P 500 (SNPINDEX: ^GSPC) market index can deliver fantastic results over the years, and you'll never lose a single night of sleep worrying about the rise or fall of any particular stock. But you're working with a strictly limited budget of $500 this month, and the usual exchange-traded funds (ETFs) are a little bit too pricey. Vanguard S&P 500 ETF (NYSEMKT: VOO) traded at $549 per share on June 18. SPDR S&P 500 ETF (NYSEMKT: SPY) costs $597 per stub, and the iShares Core S&P 500 ETF (NYSEMKT: IVV) goes one tiny step further to $599. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Sure, you can save up a bit more before buying these high-quality ETFs, or use the fractional share feature of your favorite stock brokerage to pick up 83% of an iShares or SPDR share for less than $500. But you actually have one more option. Meet the SPDR Portfolio S&P 500 ETF (NYSEMKT: SPLG) -- a fourth pure-play S&P 500 index fund that costs just $70 per share today. How SPLG stacks up against the classics This fund is exactly the same thing as one of the classic S&P 500 index ETFs. They hold the same 503 stocks, reflecting the components of the S&P 500 index. The weightings are identical. Their management fees are slightly different, with an annual expense ratio of 0.09% for the more famous S&P 500 ETF and 0.02% with the lower-priced Portfolio fund. But both offer the same performance as the underlying S&P 500 index, for all intents and purposes: ^SPX data by YCharts The subtle differences that matter The SPDR fund managers at State Street (NYSE: STT) agree that these funds are very similar. They underline the fact that the higher-priced fund happens to be the largest and most heavily traded ETF on the market, making it the obvious choice when you're looking for top-notch liquidity. The bid-ask spreads are also lower for this fund, as a direct effect of the unbeatable liquidity and higher price -- bid-ask gaps a couple of pennies apart make a bigger percentage-based difference to a lower-priced ETF. With lower annual fees and higher price-spread trading costs, the Portfolio fund is arguably the superior choice for long-term holdings. On the other hand, the classic SPY ticker (or its VOO and IVV cousins) offers ever so slightly lower costs for more frequent trades. In other words, the ETF that's easier to trade with a smaller budget brings higher trading costs over time. It's the Sam Vimes "boots" theory of socio-economic unfairness at work. But there are a couple of awesome upsides this time. State Street makes up for the less efficient economics by charging lower management fees. And the resulting differences are incredibly small. Small budget, smart move All things considered, I think the Portfolio fund is a winning concept for people with modest investment budgets. For example, my daughter recently opened her first brokerage account with a SPDR Portfolio S&P 500 position that fit her budget just right. Fractional shares weren't an option, and it's probably better to get started quickly rather than saving up for a more expensive ETF. That position has already posted a double-digit percentage gain in less than three months, and she's off to a good start with a lifetime of intelligent money management. The SPDR Portfolio ETF may not be the perfect fund for your portfolio, and many investors clearly prefer the higher-priced version. But you should know about it, just in case this lower-priced option ever meets your specific needs. Today, $500 won't quite buy you a full-priced S&P 500 index fund, but you can get 7 SPDR Portfolio shares with that budget. Should you invest $1,000 in SPDR Series Trust - SPDR Portfolio S&P 500 ETF right now? Before you buy stock in SPDR Series Trust - SPDR Portfolio S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SPDR Series Trust - SPDR Portfolio S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor 's total average return is995% — a market-crushing outperformance compared to172%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Anders Bylund has positions in SPDR Series Trust-SPDR Portfolio S&P 500 ETF and Vanguard S&P 500 ETF. The Motley Fool has positions in and recommends Vanguard S&P 500 ETF. The Motley Fool has a disclosure policy.
Yahoo
3 days ago
- Business
- Yahoo
IVV Attracts $4.7B as Market Declines, Retail Sales Drop
The iShares Core S&P 500 ETF (IVV) pulled in $4.7 billion on Tuesday, bringing its assets under management to $575.3 billion, according to data provided by FactSet. The inflows came as the Dow Jones Industrial Average dropped 300 points amid escalating Israel-Iran conflict and weaker-than-expected retail sales data. The Vanguard Mid-Cap ETF (VO) attracted $3.5 billion, while the Vanguard Total Stock Market ETF (VTI) gained $2.8 billion. The iShares Core MSCI EAFE ETF (IEFA) collected $1.8 billion, and the Vanguard Growth ETF (VUG) pulled in $1.3 billion. The SPDR S&P 500 ETF Trust (SPY) saw outflows of $2.2 billion as the S&P 500 fell 0.8%, while the SPDR Portfolio S&P 500 ETF (SPLG) lost $322.5 million. The Schwab U.S. Large-Cap ETF (SCHX) experienced outflows of $312.4 million. U.S. equity ETFs gained $15.4 billion despite the market decline, while international equity ETFs attracted $7 billion. Commodities ETFs pulled in $509.9 million as oil prices jumped more than 4% on Middle East tensions. Overall, ETFs gained $24.8 billion for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 4,708.90 575,270.41 0.82% VO Vanguard Mid-Cap ETF 3,506.84 85,857.33 4.08% VTI Vanguard Total Stock Market ETF 2,772.53 488,217.60 0.57% IEFA iShares Core MSCI EAFE ETF 1,752.48 140,181.70 1.25% VUG Vanguard Growth ETF 1,325.88 171,488.10 0.77% VBR Vanguard Small Cap Value ETF 1,091.52 30,343.24 3.60% IEMG iShares Core MSCI Emerging Markets ETF 1,087.36 91,443.44 1.19% EFA iShares MSCI EAFE ETF 792.11 63,474.25 1.25% VTV Vanguard Value ETF 703.66 136,497.06 0.52% IXUS iShares Core MSCI Total International Stock ETF 599.51 45,259.13 1.32% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -2,199.56 610,983.69 -0.36% SPLG SPDR Portfolio S&P 500 ETF -322.54 70,952.00 -0.45% SCHX Schwab U.S. Large-Cap ETF -312.44 54,555.68 -0.57% VCLT Vanguard Long-Term Corporate Bond ETF -258.79 9,611.23 -2.69% GJUN FT Vest U.S. Equity Moderate Buffer ETF - June -223.81 279.77 -80.00% EMXC iShares MSCI Emerging Markets ex China ETF -214.49 13,482.39 -1.59% IWB iShares Russell 1000 ETF -198.09 40,278.75 -0.49% VCSH Vanguard Short-Term Corporate Bond ETF -157.67 33,996.50 -0.46% GSY Invesco Ultra Short Duration ETF -130.55 2,776.67 -4.70% YJUN FT Vest International Equity Moderate Buffer ETF - June -119.02 148.47 -80.17% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 3.75 10,084.53 0.04% Asset Allocation 32.73 24,226.87 0.14% Commodities ETFs 509.90 222,725.67 0.23% Currency 488.76 149,637.93 0.33% International Equity 7,037.61 1,832,958.02 0.38% International Fixed Income 173.15 296,910.59 0.06% Inverse 98.25 14,611.27 0.67% Leveraged 9.24 126,932.75 0.01% US Equity 15,421.15 6,937,522.47 0.22% US Fixed Income 1,053.82 1,670,779.44 0.06% Total: 24,828.37 11,286,389.55 0.22% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
VO Draws $1.1B Monday as Ceasefire Hopes Boost Markets
The Vanguard Mid-Cap ETF (VO) pulled in $1.1 billion Monday, boosting its assets under management to $81.6 billion, according to data provided by FactSet. The inflows came as the Dow Jones Industrial Average surged 317 points after it was reported that Iran asked several countries to urge President Donald Trump to pressure Israel for an immediate ceasefire in exchange for nuclear talks flexibility. The Vanguard Total Stock Market ETF (VTI) attracted $808.9 million, while the SPDR Portfolio S&P 500 ETF (SPLG) gained $459.9 million. The Vanguard Total International Bond ETF (BNDX) collected $401.4 million, and the Vanguard S&P 500 ETF (VOO) pulled in $353.3 million. The SPDR S&P 500 ETF Trust (SPY) saw outflows of $5.1 billion, while the iShares Core S&P 500 ETF (IVV) lost $4.7 billion. The iShares Russell 2000 ETF (IWM) experienced outflows of $940.1 million. U.S. equity ETFs saw net outflows of $7.6 billion despite the market rebound, while international fixed-income ETFs gained $549.3 million. Commodities ETFs attracted $294.6 million, and currency ETFs pulled in just under $266 million. Overall, ETFs lost $6.8 billion for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VO Vanguard Mid-Cap ETF 1,113.09 81,574.08 1.36% VTI Vanguard Total Stock Market ETF 808.94 480,712.78 0.17% SPLG SPDR Portfolio S&P 500 ETF 459.92 70,600.14 0.65% BNDX Vanguard Total International Bond ETF 401.43 66,894.27 0.60% VOO Vanguard S&P 500 ETF 353.33 679,772.71 0.05% IBIT iShares Bitcoin Trust ETF 238.99 70,663.31 0.34% IWB iShares Russell 1000 ETF 213.07 40,188.36 0.53% IEF iShares 7-10 Year Treasury Bond ETF 207.34 34,286.42 0.60% GLD SPDR Gold Shares 158.28 104,021.29 0.15% FBND Fidelity Total Bond ETF 90.46 18,828.10 0.48% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -5,103.75 607,395.50 -0.84% IVV iShares Core S&P 500 ETF -4,678.75 566,909.13 -0.83% IWM iShares Russell 2000 ETF -940.10 62,161.33 -1.51% TLT iShares 20+ Year Treasury Bond ETF -491.46 48,404.65 -1.02% PTIR GraniteShares 2x Long PLTR Daily ETF -202.53 483.65 -41.87% SMH VanEck Semiconductor ETF -115.61 24,327.00 -0.48% IWD iShares Russell 1000 Value ETF -104.43 60,405.26 -0.17% JNK SPDR Bloomberg High Yield Bond ETF -95.75 7,590.16 -1.26% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -82.42 43,877.63 -0.19% GOVT iShares U.S. Treasury Bond ETF -68.09 27,200.02 -0.25% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 3.03 10,111.36 0.03% Asset Allocation 25.87 25,243.71 0.10% Commodities ETFs 294.64 222,667.92 0.13% Currency 265.98 144,379.10 0.18% International Equity 219.72 1,839,260.32 0.01% International Fixed Income 549.34 296,608.75 0.19% Inverse -42.93 14,690.41 -0.29% Leveraged -279.22 123,613.82 -0.23% US Equity -7,546.45 6,886,192.81 -0.11% US Fixed Income -320.47 1,673,618.20 -0.02% Total: -6,830.48 11,236,386.40 -0.06% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Investing Playbook for H2 2025: Quality, AI, and Gold
(1:00) - Breaking Down The Current Market Performance: Should Investors Stay Optimistic? (4:15) - Is Now A Good Time To Take On More Risk In Your Portfolio? (6:35) - Market Themes Investors Should Keep Their Eyes On (9:50) - How Should You Look To Invest Into AI As The Industry Broaden? (14:45) - Diversifying Your Portfolio In The Current Market Environment (18:30) - Key Takeaways From The Most Recent ETF Inflows (21:25) - Episode Roundup: QUS, QUAL, XNTK, QQQE, XAR, ITA, GLD, IAUM Podcast@ In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and the best investment strategies for the second half of 2025. We're now approaching the midpoint of a year that began with great optimism for U.S. stocks. Economic fundamentals looked strong, the AI trade was booming, and the incoming U.S. administration was viewed as pro-growth and investor-friendly. According to State Street's mid-year outlook, there's still reason for optimism despite ongoing policy-related uncertainty. Progress on the Trump administration's pro-growth agenda, looser monetary policy, continued strong earnings growth, more attractive valuations, and a lower likelihood of recession all contribute to a favorable environment for risk assets in the second half of the year. However, risks remain elevated. Matt recommends building equity portfolios that can withstand macroeconomic uncertainty by focusing on high-quality companies, increasing global diversification, and positioning for long-term structural trends such as expanding AI adoption and rising defense spending. The SPDR MSCI USA StrategicFactors ETF QUS follows a multi-factor strategy that blends quality, value, and low volatility. The iShares MSCI USA Quality Factor ETF QUAL targets profitable U.S. companies with low leverage and consistent earnings growth over time. Apple AAPL, Microsoft MSFT, and NVIDIA NVDA are among the top holdings in both ETFs. As the economic benefits of AI spread beyond the 'Magnificent 7,' ETFs such as the SPDR NYSE Technology ETF XNTK and the Direxion NASDAQ-100 Equal Weighted Index Shares QQQE are worth considering. With bonds no longer providing the same diversification benefits they once did, adding alternatives like gold can be a prudent move. The SPDR Gold Trust GLD remains the most popular gold ETF, while lower-cost options such as the SPDR Gold MiniShares Trust GLDM and the iShares Gold Trust Micro IAUM may be more appealing for long-term investors. Tune in to the podcast to learn more. Make sure to be on the lookout for the next edition of the ETF Spotlight and remember to subscribe! If you have any comments or questions, please email podcast@ Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report SPDR Gold Shares (GLD): ETF Research Reports iShares MSCI USA Quality Factor ETF (QUAL): ETF Research Reports SPDR MSCI USA StrategicFactors ETF (QUS): ETF Research Reports SPDR NYSE Technology ETF (XNTK): ETF Research Reports Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE): ETF Research Reports SPDR Gold MiniShares Trust (GLDM): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
