Kolkata: Ten years is a long time in any forms of investment. It is the longest tenure for which any bank offers fixed deposits. In mutual funds too 10 years is considered long term. The last 10 years ...

The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.

Fee structure, dividend yield, and portfolio breadth set these two value ETFs apart for investors weighing cost against liquidity.

IWN is a passively managed ETF that seeks to provide coverage to over 1400 US small-cap value stocks. Being passively managed ...

Vanguard Small-Cap ETF VB offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features, coupled with a minuscule fee, make it one of the best ...

Small-cap ETFs vary widely because there’s no consensus on defining “small cap” stocks. Benchmark rules also matter for risk and return. No one size fits all - fund choice depends on several variables ...

“We have been net sellers of large and mega-cap companies and buyers of mid-cap companies.” That’s what value investor Brian Selmo of First Pacific Advisors told me recently on Morningstar’s The Long ...

After the longest winning streak in nearly two decades, the S&P 500 was again caught in volatile trading. While signs of trade negotiations with China are boosting optimism, the escalation in Trump’s ...