MarketPulse

sector allocation

13 articles
GlobeNewswire Inc.GlobeNewswire Inc.··Canadian General Investments, Limited

Canadian General Investments Posts Strong 42% Returns, Boosts Leverage to 12.4%

CGI reports 42.3% 12-month NAV returns, outperforming S&P/TSX, with leverage increased to 12.4% and holdings in Celestica, NVIDIA, Franco-Nevada.
CLSFNVportfolio diversificationdividend declaration
The Motley FoolThe Motley Fool··Seena Hassouna

SCHA vs. ISCB: Small-Cap ETF Showdown Hinges on Sector Bets and Risk Appetite

Identical-cost small-cap ETFs $SCHA and $ISCB diverge sharply: $SCHA's $22B asset base and tech tilt delivered 47.1% five-year returns versus $ISCB's 38.4%, with choice hinging on sector preferences and drawdown tolerance.
ALBALBpARVMDRVMDWLITE+2portfolio diversificationexpense ratio
The Motley FoolThe Motley Fool··Robert Izquierdo

VYM vs. VIG: Choosing the Right Vanguard Dividend Strategy

Vanguard's VYM offers 2.3% yield and lower volatility for income investors; VIG provides 1.5% yield with 23% tech exposure and higher growth potential for long-term wealth building.
MSFTAAPLXOMAVGOAMJB+10dividend growthdividend yield
The Motley FoolThe Motley Fool··Robert Izquierdo

SCHD vs. VIG: Schwab and Vanguard Battle for Dividend ETF Supremacy

SCHD offers higher yield (3.4%) and lower volatility via defensive stocks, while VIG provides growth exposure with tech holdings but lower 1.5% yield. VIG outperformed five years.
MSFTAAPLAVGOSCHDVIGdividend yieldincome investing
The Motley FoolThe Motley Fool··Sara Appino

VOO vs. IWM: Large-Cap Stability Clashes With Small-Cap Growth

VOO tracks large-cap S&P 500 stocks with 0.03% fees; IWM targets small-caps with 0.19% fees. VOO offers stability, IWM provides growth potential with higher volatility.
NVDAMSFTAAPLVOOIWMinvestment strategysector allocation
The Motley FoolThe Motley Fool··Todd Shriber

Overlooked Mid-Cap Gem: Why Vanguard's VOE Is Outshining Peers

Vanguard's mid-cap value ETF ($VOE) delivers superior returns and lower volatility than large and small-cap counterparts, featuring a 0.05% expense ratio.
VOEdiversificationvalue stocks
The Motley FoolThe Motley Fool··Matt Dilallo

SCHD Pivots to Consumer Staples: Energy's Reign as Top Dividend Source Ends

$SCHD cuts energy exposure from 23.5% to 16.3% in annual reconstitution, elevating consumer staples to top sector at 19.4% and adding dividend aristocrats P&G and Marzetti.
KOPEPPGSCHDMZTIenergy stocksincome investing
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Fidelity's FDVV Outpaces ProShares' NOBL With Higher Yields and Returns

$FDVV delivers superior 1-year returns and dividend yield versus $NOBL, though $NOBL's Dividend Aristocrats strategy offers defensive stability for diversified portfolios.
NVDAMSFTAAPLNOBLFDVVdividend yieldincome investing
The Motley FoolThe Motley Fool··Sara Appino

VIG vs. HDV: Growth vs. Income—Which Dividend ETF Fits Your Strategy?

$VIG emphasizes dividend growth with 338 holdings and 1.6% yield; $HDV targets high income with 74 stocks yielding 2.9%. $VIG shows better long-term returns.
JNJMSFTAAPLXOMCVX+12portfolio diversificationdividend growth
The Motley FoolThe Motley Fool··Jake Lerch

VYM vs HDV: The Trade-Off Between Diversification and Yield

Vanguard's $VYM offers lower fees and broader diversification with stronger recent returns, while iShares' $HDV delivers higher dividend yield through concentrated energy and defensive holdings.
JNJXOMCVXAVGOAMJB+10dividend yieldincome investing
The Motley FoolThe Motley Fool··David Dierking

Dividend ETF SCHD Surges to Top 1% After Three-Year Drought

Schwab's dividend ETF rebounded dramatically in 2026, ranking top 1% in category as energy and staples sectors outperformed.
SCHDVTVVUGmarket rotationvalue investing
The Motley FoolThe Motley Fool··David Dierking

S&P 500 ETF Maintains Appeal for Long-Term Portfolio Allocation

VOO remains attractive for long-term investors despite high valuations and tech concentration, offering exposure to profitable large-cap companies with strong earnings growth potential.
VOOearnings growthS&P 500
Investing.comInvesting.com··Callum Thomas

Defensive Sectors Gain Ground as Market Rotation Signals Shift in Risk Appetite

Defensive sectors like utilities and healthcare outperform as investors rotate away from expensive tech stocks, signaling shifting risk appetite in markets.
XLPXLUXLVS&P 500portfolio diversification