31-Dec-2025 9:43 AM CST - Seeking Alpha SMLF: Small Cap ETF With Superior Risk-Adjusted Return Discover iShares U.S. Small-Cap Equity Factor ETF: small-cap exposure with low volatility, solid Sharpe ratio and dividend growth. Click for this SMLF update.
9-Oct-2025 10:47 AM CST - Seeking Alpha JEPQ Vs. QQQ: The Case For Covered-Call Funds In 2 Charts JEPQ Fund description: JEPQ actively invests in US large-cap stocks comprising its benchmark, the Nasdaq-100 Index, while pursuing lower volatility. The fund may also invest up to 20% of the portfolio in equity-linked notes (ELNs) issued by counterparties, including banks, broker-dealers or their affiliates, to provide additional income.
25-Feb-2025 7:00 PM CST - Morningstar These ETFs Increase Return Without Adding Risk JPMorgan US Quality Factor ETF and Invesco S&P 500 Quality ETF topped the list by total return and turned in the lowest volatility (the quality enigma incarnate). Only Fidelity Quality Factor ETF lagged the market's return over that period, and IShares MSCI USA Quality Factor ETF was the only ETF with higher volatility than the market.
11-Dec-2024 5:09 PM CST - Morningstar Fidelity Advisor Strategic Div & Inc A The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
11-Dec-2024 3:59 PM CST - Morningstar Defined Outcome ETF Primer Recent market volatility has increased demand for defined outcome ETFs, also known as target outcome ETFs, which offer downside protection in exchange for capped upside potential. These funds have ...
31-Dec-2025 9:43 AM CST - Seeking Alpha SMLF: Small Cap ETF With Superior Risk-Adjusted Return Discover iShares U.S. Small-Cap Equity Factor ETF: small-cap exposure with low volatility, solid Sharpe ratio and dividend growth. Click for this SMLF update.
9-Oct-2025 10:47 AM CST - Seeking Alpha JEPQ Vs. QQQ: The Case For Covered-Call Funds In 2 Charts JEPQ Fund description: JEPQ actively invests in US large-cap stocks comprising its benchmark, the Nasdaq-100 Index, while pursuing lower volatility. The fund may also invest up to 20% of the portfolio in equity-linked notes (ELNs) issued by counterparties, including banks, broker-dealers or their affiliates, to provide additional income.
25-Feb-2025 7:00 PM CST - Morningstar These ETFs Increase Return Without Adding Risk JPMorgan US Quality Factor ETF and Invesco S&P 500 Quality ETF topped the list by total return and turned in the lowest volatility (the quality enigma incarnate). Only Fidelity Quality Factor ETF lagged the market's return over that period, and IShares MSCI USA Quality Factor ETF was the only ETF with higher volatility than the market.
11-Dec-2024 5:09 PM CST - Morningstar Fidelity Advisor Strategic Div & Inc A The fund aims to deliver higher income than the S&P 500 with lower volatility through a unique neutral allocation: 50% dividend-yielding equities, 20% preferred stocks, 15% REITs, and 15% ...
11-Dec-2024 3:59 PM CST - Morningstar Defined Outcome ETF Primer Recent market volatility has increased demand for defined outcome ETFs, also known as target outcome ETFs, which offer downside protection in exchange for capped upside potential. These funds have ...
