Goldman Sachs Group Inc is launching a brand new fund aimed at investors looking to play defense in a volatile stock market. What Happened: In a new prospectus filed with the SEC, the company outlined plans for its Goldman Sachs Defensive Equity ETF. According to the filing, the fund will be designed to achieve long-term capital growth while maintaining lower volatility than equity markets.
VettaFi head of research Todd Rosenbluth appeared on the TD Ameritrade Network’s The Watch List program Wednesday to talk about how investors have thought about risk and income in 2022 going into 2023.
It has paid to take on less risk in 2022. The Invesco S&P 500 Low Volatility ETF (SPLV A+) was down just 4.1% year-to-date through November 25, comparing favorably to the 14% decline for the SPDR S&P 500 ETF (SPY A). But unlike the market-cap weighted SPY, the securities inside smart-beta ETFs like SPLV regularly change.
Even as the U.S. equity markets have partially recovered in the past month, advisors are still in defensive mode. After some strong calendar years, the S&P 500 Index was recently down 16% and is more likely than not to finish in the red for 2022.
On the latest episode of ETF Prime, Nate Geraci and VettaFi’s head of research Todd Rosenbluth discussed recent filings for two ETFs based on stock picks from CNBC personality Jim Cramer and offered perspective on 2022 ETF flows. BlackRock’s Woodham and MSCI’s Rao went in-depth on minimum volatility strategies, while Distillate Capital’s Tom Cole spotlighted his firm’s unique approach to value investing.
Markets tanked yesterday on the release of August’s consumer price index report that revealed a 0.1% month-over-month rise in broad inflation in August on expectations of a decline, with core CPI (excluding food and gas) gaining 0.6% over the same period. Todd Rosenbluth, head of research at VettaFi, appeared on Yahoo Finance’s “ETF Report” to discuss risk-conscious investing options for advisors in a volatile market.
THOR Financial Technologies today announced the launch of its first exchange traded fund, the THOR Low Volatility ETF THLV, an actively managed low-volatility equity strategy on the New York Stock Exchange. The introduction of THOR’s low-volatility strategy as an ETF brings the firm’s proprietary risk management technology to the masses, seeking to provide investment results that generally correspond, before fees and expenses, to the performance of the THOR U.S. Low Volatility Index.
In the latest episode of ETF Prime, VettaFi’s chief product and innovation officer Tom Hendrickson and host Nate Geraci discuss advisor concerns regarding the top-heaviness of major indices and highlight ETF segments that stand to benefit including equally-weighted products. Hendrickson also examines low and minimum-volatility ETFs. MIAX’s Tom Jarck goes in-depth on the recently launched ConvexityShares ETFs, which provide long volatility exposure.
Free commission offer applies to online purchases select ETFs in a Fidelity brokerage account. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates.
Fidelity receives compensation from the funds advisor or its affiliates in connection with a licensing agreement to utilize Fidelityâs active ETF methodology which may create incentives for FBS to encourage the purchase of certain ETFs.
News, commentary and events are from third-party sources unaffiliated with Fidelity. Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use.
Any data, charts and other information provided on this page are intended to help self-directed investors evaluate exchange traded products (ETPs), including, but limited to exchange traded funds (ETFs) and exchange traded notes (ETNs). Criteria and inputs entered, including the choice to make ETP comparisons, are at the sole discretion of the user and are solely for the convenience of the user. Analyst opinions, ratings and reports are provided by third-parties unaffiliated with Fidelity. All information supplied or obtained from this page is for informational purposes only and should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell a particular security, or a recommendation or endorsement by Fidelity of any security or investment strategy. Fidelity does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating ETPs. Fidelity makes no guarantees that information supplied is accurate, complete, or timely, and does not provide any warranties regarding results obtained from their use. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors and re-evaluate them on a periodic basis.
Before investing in any exchange traded product, you should consider its investment objective, risks, charges and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Log In Required
Line of Credit Log In Required
Print
Expand all
Collapse all
Commentary
TD Ameritrade: Todd Rosenbluth on Low-Vol ETFs & Income
ETF Database - 11/30/2022VettaFi head of research Todd Rosenbluth appeared on the TD Ameritrade Network’s The Watch List program Wednesday to talk about how investors have thought about risk and income in 2022 going into 2023.
Why This Low Vol ETF Is So Popular
ETF Database - 11/29/2022It has paid to take on less risk in 2022. The Invesco S&P 500 Low Volatility ETF (SPLV A+) was down just 4.1% year-to-date through November 25, comparing favorably to the 14% decline for the SPDR S&P 500 ETF (SPY A). But unlike the market-cap weighted SPY, the securities inside smart-beta ETFs like SPLV regularly change.
Chart of the Week: Advisors Seek Downside Protection
ETF Database - 11/17/2022Even as the U.S. equity markets have partially recovered in the past month, advisors are still in defensive mode. After some strong calendar years, the S&P 500 Index was recently down 16% and is more likely than not to finish in the red for 2022.
ETF Prime: Rosenbluth and Geraci Talk Cramer Vs. Cramer
ETF Database - 10/11/2022On the latest episode of ETF Prime, Nate Geraci and VettaFi’s head of research Todd Rosenbluth discussed recent filings for two ETFs based on stock picks from CNBC personality Jim Cramer and offered perspective on 2022 ETF flows. BlackRock’s Woodham and MSCI’s Rao went in-depth on minimum volatility strategies, while Distillate Capital’s Tom Cole spotlighted his firm’s unique approach to value investing.
Nadig on ETF IQ: Where Money Goes in Troubled Times
ETF Database - 10/10/2022VettaFi Financial Futurist Dave Nadig appeared on Bloomberg’s ETF IQ to discuss the troubled markets, where flows are going, ESG, and more.
Turbulent September Markets Put ETF Investors on Defense
BY Ryan Jackson, Morningstar - 10/03/2022Yahoo Finance: Rosenbluth Talks Risk-Conscious ETFs
ETF Database - 09/14/2022Markets tanked yesterday on the release of August’s consumer price index report that revealed a 0.1% month-over-month rise in broad inflation in August on expectations of a decline, with core CPI (excluding food and gas) gaining 0.6% over the same period. Todd Rosenbluth, head of research at VettaFi, appeared on Yahoo Finance’s “ETF Report” to discuss risk-conscious investing options for advisors in a volatile market.
THOR Hammers Down on Low Volatility With New Fund
ETF Database - 09/13/2022THOR Financial Technologies today announced the launch of its first exchange traded fund, the THOR Low Volatility ETF THLV, an actively managed low-volatility equity strategy on the New York Stock Exchange. The introduction of THOR’s low-volatility strategy as an ETF brings the firm’s proprietary risk management technology to the masses, seeking to provide investment results that generally correspond, before fees and expenses, to the performance of the THOR U.S. Low Volatility Index.
ETF Prime: Tom Hendrickson on S&P 500 Concentration
ETF Database - 09/06/2022In the latest episode of ETF Prime, VettaFi’s chief product and innovation officer Tom Hendrickson and host Nate Geraci discuss advisor concerns regarding the top-heaviness of major indices and highlight ETF segments that stand to benefit including equally-weighted products. Hendrickson also examines low and minimum-volatility ETFs. MIAX’s Tom Jarck goes in-depth on the recently launched ConvexityShares ETFs, which provide long volatility exposure.