For the first time in over a decade, the median price of existing homes in the U.S. fell by 0.2% year-over-year in February to $363,000, according to National Association of Realtors data issued Tuesday. The year-over-year decrease marks the first since 2012, and comes after prices hit an all-time high of $413,800 last June.
Real estate investment trusts, or REITs, are generally considered defensive plays because of their steady dividend streams even during times of market volatility.
On CNBC's "Halftime Report Final Trades," Jenny Harrington of Gilman Hill Asset Management said Pfizer Inc. has a 3.8% yield and is trading at 12 times earnings. Joshua Brown of Ritholtz Wealth Management said Vanguard Real Estate Index Fund ETF has 3.5% yield "with upside." Don't forget to check out our premarket coverage here.
With mortgage rates falling for the fifth consecutive week, newer homeowners who locked in higher rates are looking for ways to reduce their monthly mortgage costs -- and they're doing so by refinancing in flock-like numbers. What Happened: Applications to refinance a home loan jumped 6% last week from the previous week, according to the Mortgage Bankers Association's seasonally adjusted index.
Armada ETF Advisors CEO Phil Bak said Tuesday that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency -- and according to Bak, it requires three components to make it happen.
Valid until the market close on June 30, 2023
The S&P 500 closed May with a monthly gain of 0.25%, after a gain of 1.46% in April. At this point, after close on the last day of the month, two of five Ivy portfolio ETFs — the?Vanguard Real Estate ETF (VNQ A)?and the?Invesco DB Commodity Index Tracking Fund (DBC A)?— are signaling “cash,” unchanged from last month’s final double “cash” signal.
Before becoming an ETF analyst, I spent approximately a decade as a fundamental stock research analyst. For me, the success of the Columbia Threadneedle ETFs is indeed worthy of celebration. The team, which rang the closing bell at the New York Stock Exchange last week, provides advisors with a rules-based approach to index-based investing based on stock research.
Are REIT strategies hot again? According to VettaFi data, REIT-focused ETFs are picking up some renewed interest even after a tough few months. There are still some challenges – downtowns and commercial real estate in American cities are still under remote work pressure. But there are signs of positivity in residential REITs. On the other side of the REIT spectrum, the duo of the ALPS Active REIT ETF (REIT C+) and the ALPS REIT Dividend Dogs ETF (RDOG A-) each offer a different spin on investing in the space.
Bull vs. Bear is a weekly feature where the VettaFi writers’ room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debated the long-term investing case for gold ETFs. Have the yellow metal’s fundamentals fundamentally changed?
The S&P 500 closed April with a monthly gain of 1.46%, after a gain of 3.51% in March. At this point, after close on the last day of the month, two of five Ivy Portfolio ETFs — Vanguard Real Estate ETF (VNQ A) and Invesco DB Commodity Index Tracking Fund (DBC A) — are signaling “cash”, unchanged from last month’s final double “cash” signal.
Here is a look at ETFs that currently offer attractive short selling opportunities.
The ETFs included in this list are rated as sell candidates for two reasons. First, each of these funds is deemed to be in a downtrend based on the fact that its 50-day moving average is below its 200-day moving average, which are popular indicators for gauging long-term and medium-term trends, respectively.
Second, each of these ETFs is also trading above its 20-day moving average, thereby offering a near-term ‘sell on the pop’ opportunity given the longer-term downtrend at hand. Note that this prospects list also features a liquidity screen by excluding ETFs with average trading volumes below the one million shares mark. As always, investors of all experience levels are advised to use stop-loss orders and practice disciplined profit-taking techniques.
To get access to all ETF Database premium content, sign up for a free 14-day trial to ETF Database Pro.
As the bank crisis hots up for the U.S. ETF market, the contagion may now be impacting mortgages. The average rate on the 30-year fixed dropped to 6.57% at the start of this week, and as mortgage rates tend to follow the yield on the 10-year Treasury has also dropped due to the bank crisis, those bank issues may be impacting the real estate sector. That could help explain the outflows for real estate ETFs, the most across all asset classes over the last week, as well as explain the net inflows for volatility ETFs, which added $177.4 million over the last week.
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
Moving Averages: S&P Finishes the Month Up 0.25%
ETF Database - 05/31/2023Valid until the market close on June 30, 2023 The S&P 500 closed May with a monthly gain of 0.25%, after a gain of 1.46% in April. At this point, after close on the last day of the month, two of five Ivy portfolio ETFs — the?Vanguard Real Estate ETF (VNQ A)?and the?Invesco DB Commodity Index Tracking Fund (DBC A)?— are signaling “cash,” unchanged from last month’s final double “cash” signal.
Attention Warranted for Stock Research-Driven ETFs
ETF Database - 05/15/2023Before becoming an ETF analyst, I spent approximately a decade as a fundamental stock research analyst. For me, the success of the Columbia Threadneedle ETFs is indeed worthy of celebration. The team, which rang the closing bell at the New York Stock Exchange last week, provides advisors with a rules-based approach to index-based investing based on stock research.
Like Real Estate? Check Out REIT Strategies RDOG, REIT
ETF Database - 05/04/2023Are REIT strategies hot again? According to VettaFi data, REIT-focused ETFs are picking up some renewed interest even after a tough few months. There are still some challenges – downtowns and commercial real estate in American cities are still under remote work pressure. But there are signs of positivity in residential REITs. On the other side of the REIT spectrum, the duo of the ALPS Active REIT ETF (REIT C+) and the ALPS REIT Dividend Dogs ETF (RDOG A-) each offer a different spin on investing in the space.
Bull vs. Bear: Find What Glitters When Investing In Gold ETFs
ETF Database - 05/03/2023Bull vs. Bear is a weekly feature where the VettaFi writers’ room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debated the long-term investing case for gold ETFs. Have the yellow metal’s fundamentals fundamentally changed?
Moving Averages: S&P 500 Finishes April Up 1.46%
ETF Database - 04/28/2023The S&P 500 closed April with a monthly gain of 1.46%, after a gain of 3.51% in March. At this point, after close on the last day of the month, two of five Ivy Portfolio ETFs — Vanguard Real Estate ETF (VNQ A) and Invesco DB Commodity Index Tracking Fund (DBC A) — are signaling “cash”, unchanged from last month’s final double “cash” signal.
Sell on the Pop Prospects: April 19 Edition
ETF Database - 04/19/2023Here is a look at ETFs that currently offer attractive short selling opportunities. The ETFs included in this list are rated as sell candidates for two reasons. First, each of these funds is deemed to be in a downtrend based on the fact that its 50-day moving average is below its 200-day moving average, which are popular indicators for gauging long-term and medium-term trends, respectively. Second, each of these ETFs is also trading above its 20-day moving average, thereby offering a near-term ‘sell on the pop’ opportunity given the longer-term downtrend at hand. Note that this prospects list also features a liquidity screen by excluding ETFs with average trading volumes below the one million shares mark. As always, investors of all experience levels are advised to use stop-loss orders and practice disciplined profit-taking techniques. To get access to all ETF Database premium content, sign up for a free 14-day trial to ETF Database Pro.
Real Estate Takes Bank Hit, Volatility ETFs Ride
ETF Database - 03/22/2023As the bank crisis hots up for the U.S. ETF market, the contagion may now be impacting mortgages. The average rate on the 30-year fixed dropped to 6.57% at the start of this week, and as mortgage rates tend to follow the yield on the 10-year Treasury has also dropped due to the bank crisis, those bank issues may be impacting the real estate sector. That could help explain the outflows for real estate ETFs, the most across all asset classes over the last week, as well as explain the net inflows for volatility ETFs, which added $177.4 million over the last week.