iShares Core S&P 500 ETF IVV

Zacks Investment Research 13 nov

Wall Street strategists are divided on the S&P 500's 2027 outlook. UBS forecasts the index reaching 8,900 (17.22% upside) driven by earnings growth, while Bank of America warns that crowded equity positioning, AI valuation risks, and potential outflows could limit gains. The divergence highlights key risks including elevated valuations, geopolitical uncertainty, and concentration in mega-cap tech stocks.

Zacks Investment Research 12 nov

The First Trust Dow 30 Equal Weight ETF (EDOW) is reviewed as a reasonable option for investors seeking large-cap blend exposure with a smart beta strategy. With $329.87 million in assets, a 0.50% expense ratio, and year-to-date returns of 14.23%, EDOW offers equal-weighted exposure to the Dow 30. However, the article suggests that traditional market cap-weighted ETFs like IVV and VOO may be cheaper alternatives with lower expense ratios of 0.03%.

Zacks Investment Research 10 nov

First Trust Large Cap Core AlphaDEX ETF (FEX) is a smart beta ETF with $1.59 billion in assets that seeks to outperform the large cap blend market through non-cap weighted stock selection. With a 0.57% expense ratio, year-to-date gains of 16.33%, and 377 holdings providing diversification, FEX offers a reasonable option for investors seeking to beat the market. However, traditional cap-weighted alternatives like IVV and VOO offer lower expense ratios (0.03%) and may be more suitable for cost-conscious investors.

Zacks Investment Research 10 nov

Xtrackers Russell US Multifactor ETF (DEUS) is a smart beta ETF offering broad exposure to large-cap US equities through five factors: Quality, Value, Momentum, Low Volatility, and Size. With $306.85 million in assets, a low expense ratio of 0.17%, and 865 holdings, DEUS has delivered 19.9% returns over the past year. However, the article suggests investors consider cheaper alternatives like traditional market cap-weighted ETFs such as IVV and VOO.

Zacks Investment Research 5 nov

The Xtrackers Russell US Multifactor ETF (DEUS) is a passively managed large-cap blend ETF with a low 0.17% expense ratio and $308.45 million in assets. It returned 18.99% year-to-date and 22.35% over the past year, with a beta of 0.85 indicating medium risk. The fund received a Zacks ETF Rank of 3 (Hold), suggesting it's a sufficient option but investors might also consider larger alternatives like IVV or VOO.