Is First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) a Strong ETF Right Now?
Overview of SDVY ETF: The First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) launched in 2017, focusing on small and mid-cap companies with a history of increasing dividends, currently managing over $6.05 billion in assets and offering a 1.60% dividend yield.
Comparison with Other ETFs: While SDVY aims to outperform the Style Box - Mid Cap Value segment, investors may consider lower-cost alternatives like iShares Russell Mid-Cap Value ETF (IWS) and Vanguard Mid-Cap Value ETF (VOE), which have significantly lower expense ratios.
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Analyst Views on IWS
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Significant Withdrawals Observed in IWS, HOOD, CMI, GLW ETFs
Stock Performance: IWS's share price is currently at $140.95, with a 52-week low of $108.85 and a high of $141.96, indicating a strong performance near its high point.
ETFs Overview: Exchange traded funds (ETFs) function like stocks, allowing investors to buy and sell "units" that can be created or destroyed based on demand.
Market Monitoring: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying assets held within those ETFs.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Significant Withdrawals Observed in ETF for IWS, HOOD, GLW, COIN
Stock Performance: IWS's share price is currently at $138.26, within a 52-week range of $108.85 to $141.675, indicating a relatively stable performance near its high point.
ETFs Trading Mechanism: Exchange traded funds (ETFs) function similarly to stocks, with investors buying and selling "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly analysis of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying holdings as new units are created or old units are destroyed.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Breaking Down the Components: IWS on Track for $156
ETF Analysis: The iShares Russell Mid-Cap Value ETF (IWS) has an implied analyst target price of $156.40, indicating a potential upside of 12.21% from its current trading price of $139.38.
Notable Holdings: Key underlying holdings with significant upside potential include Liberty Global Ltd (20.51% upside), BILL Holdings Inc (13.70% upside), and Restaurant Brands International Inc (13.14% upside) based on their respective analyst target prices.
Market Sentiment: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they do not align with market realities.
Investor Research: It emphasizes the need for further investor research to assess the validity of analyst targets in light of recent company and industry developments.
In-Depth Fundamental Analysis - IWS
ETF Overview: The iShares Russell Midcap Value Index ETF (IWS) is a Large-Cap Value ETF primarily focused on the Services sector, with Real Estate Operations being its largest industry.
Factor Exposure Analysis: The report provides a detailed analysis of IWS's exposure to key investing factors such as value, quality, momentum, and low volatility, with scores ranging from 1 to 99.
Validea's Role: Validea is an investment research service that analyzes stock strategies from renowned investors like Warren Buffett and Benjamin Graham, offering insights and model portfolios.
Disclaimer: The views expressed in the report are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Significant Withdrawals Observed in ETF for IWS, GLW, URI, COIN
IWS Share Price Analysis: IWS's share price is currently at $138.39, within a 52-week range of $108.85 to $140.95, and its performance can be analyzed using the 200-day moving average.
ETFs Trading Dynamics: ETFs function like stocks, trading in "units" that can be created or destroyed based on investor demand, with significant inflows or outflows affecting the underlying assets.
Analysts Predict 11% Growth Potential for IWS Holdings
ETF Analysis: The iShares Russell Mid-Cap Value ETF (IWS) has an implied analyst target price of $153.61, indicating a potential upside of 10.74% from its current trading price of $138.72.
Notable Holdings: Key underlying holdings with significant upside potential include Viking Therapeutics (VKTX), Moderna (MRNA), and Civitas Resources (CIVI), with expected target price increases of 251.09%, 65.65%, and 37.99%, respectively.
Significant Withdrawals Observed in IWS, HOOD, CMI, GLW ETFs
Stock Performance: IWS's share price is currently at $140.95, with a 52-week low of $108.85 and a high of $141.96, indicating a strong performance near its high point.
ETFs Overview: Exchange traded funds (ETFs) function like stocks, allowing investors to buy and sell "units" that can be created or destroyed based on demand.
Market Monitoring: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying assets held within those ETFs.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Significant Withdrawals Observed in ETF for IWS, HOOD, GLW, COIN
Stock Performance: IWS's share price is currently at $138.26, within a 52-week range of $108.85 to $141.675, indicating a relatively stable performance near its high point.
ETFs Trading Mechanism: Exchange traded funds (ETFs) function similarly to stocks, with investors buying and selling "units" that can be created or destroyed based on demand, impacting the underlying assets.
Monitoring ETF Flows: Weekly analysis of shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying holdings as new units are created or old units are destroyed.
Disclaimer: The opinions expressed in the article are those of the author and do not necessarily represent the views of Nasdaq, Inc.
Breaking Down the Components: IWS on Track for $156
ETF Analysis: The iShares Russell Mid-Cap Value ETF (IWS) has an implied analyst target price of $156.40, indicating a potential upside of 12.21% from its current trading price of $139.38.
Notable Holdings: Key underlying holdings with significant upside potential include Liberty Global Ltd (20.51% upside), BILL Holdings Inc (13.70% upside), and Restaurant Brands International Inc (13.14% upside) based on their respective analyst target prices.
Market Sentiment: The article raises questions about whether analysts' target prices are justified or overly optimistic, suggesting that high targets could lead to future downgrades if they do not align with market realities.
Investor Research: It emphasizes the need for further investor research to assess the validity of analyst targets in light of recent company and industry developments.
In-Depth Fundamental Analysis - IWS
ETF Overview: The iShares Russell Midcap Value Index ETF (IWS) is a Large-Cap Value ETF primarily focused on the Services sector, with Real Estate Operations being its largest industry.
Factor Exposure Analysis: The report provides a detailed analysis of IWS's exposure to key investing factors such as value, quality, momentum, and low volatility, with scores ranging from 1 to 99.
Validea's Role: Validea is an investment research service that analyzes stock strategies from renowned investors like Warren Buffett and Benjamin Graham, offering insights and model portfolios.
Disclaimer: The views expressed in the report are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Significant Withdrawals Observed in ETF for IWS, GLW, URI, COIN
IWS Share Price Analysis: IWS's share price is currently at $138.39, within a 52-week range of $108.85 to $140.95, and its performance can be analyzed using the 200-day moving average.
ETFs Trading Dynamics: ETFs function like stocks, trading in "units" that can be created or destroyed based on investor demand, with significant inflows or outflows affecting the underlying assets.
Analysts Predict 11% Growth Potential for IWS Holdings
ETF Analysis: The iShares Russell Mid-Cap Value ETF (IWS) has an implied analyst target price of $153.61, indicating a potential upside of 10.74% from its current trading price of $138.72.
Notable Holdings: Key underlying holdings with significant upside potential include Viking Therapeutics (VKTX), Moderna (MRNA), and Civitas Resources (CIVI), with expected target price increases of 251.09%, 65.65%, and 37.99%, respectively.
