5 min readBy Ron Koren ETF Insider
EWJ VS FXI
Compare the EWJ and FXI ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The AAM Low Duration Preferred and Income Securities ETF (PFLD) is managed by AAM Equity Management and seeks to replicate the performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. This index is developed by ICE Data Indices, LLC, an affiliate of the NYSE, and focuses on U.S. dollar-denominated preferred and hybrid securities listed on the NYSE or NASDAQ Capital Market with an option-adjusted duration of less than five years. AAM Equity Management employs a passive management approach to provide investors with exposure to this niche segment of the market, combining preferred stocks and hybrid securities, which offer characteristics of both equity and fixed income assets. The index is market capitalization weighted and rebalanced monthly, allowing investors to benefit from potential income generation with lower sensitivity to interest rate changes.
The AAM Low Duration Preferred and Income Securities ETF (PFLD) follows a passive management approach to track the total return performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. While the primary focus of this ETF is on preferred and hybrid securities, it may also provide dividend income to investors. Dividend eligibility in this ETF depends on the inclusion criteria set by the index provider, including minimum face amount, liquidity, trading volume, maturity, and other requirements. As of December 31, 2022, the index had an effective duration of 1.64 years, indicating a relatively lower sensitivity to interest rate changes. Investors can expect periodic dividend distributions based on the underlying securities' dividend policies and performances within the index.
The Invesco PureBetaSM FTSE Developed ex-North America ETF (PFLD) is meticulously designed to track the performance of the FTSE Developed ex-North America Index. PFLD strategically invests in a diverse range of developed-market equities, excluding North America, to provide investors with exposure to international markets. By closely aligning with the index, PFLD aims to serve as an effective benchmark for investors seeking to navigate and participate in the performance of developed markets outside of North America. The ETF's dedication to precise tracking enhances its appeal as a tool for global diversification within investment portfolios.
The correlation aspect of the AAM Low Duration Preferred and Income Securities ETF (PFLD) reflects its performance in relation to the underlying ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. As a passive ETF, PFLD aims to closely track the total return performance of this index, which measures the performance of U.S. dollar-denominated preferred and hybrid securities with an option-adjusted duration of less than five years. The ETF's correlation with the index is generally expected to be strong due to its passive management approach. Investors seeking to understand and analyze the correlation of PFLD with other assets or sectors can utilize the ETF Insider web app to access comprehensive data and visualization tools, facilitating informed investment decisions and uncovering potential market trends and overlaps.
The AAM Low Duration Preferred and Income Securities ETF (PFLD) focuses on the preferred and income securities sector, specifically targeting securities with a low duration of less than five years. Preferred stocks, which generally offer preference over common stocks in dividend payments and liquidation, are a primary component of this ETF. Additionally, PFLD may include hybrid securities that combine characteristics of both equity and fixed-income instruments. The fund employs a passive management approach to track an index consisting of U.S. dollar-denominated preferred and hybrid securities listed on major U.S. stock exchanges, aiming to provide investors with a diversified portfolio of income-generating assets within a relatively short-term horizon.
The AAM Low Duration Preferred and Income Securities ETF primarily focuses on tracking the performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. This index measures the performance of exchange-listed, U.S. dollar-denominated preferred securities and hybrid securities listed on the New York Stock Exchange (NYSE) or NASDAQ Capital Market with an option-adjusted duration of less than five years. By investing in this ETF, investors gain exposure to a diversified basket of preferred and hybrid securities with a shorter duration, reducing their sensitivity to interest rate changes. For more detailed information on the specific holdings and correlations within this ETF, consider using ETF Insider''s web app to explore its exposure and analyze its underlying assets.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readCompare the EWJ and FXI ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe MRND ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the MRND ETF.
4 min readThe PFLD ETF (Preferred Stock Low Duration Exchange-Traded Fund) is a specialized investment vehicle designed to cater to investors seeking stable income with limited interest rate risk. This ETF focuses on preferred stocks, which offer higher yields than common stocks and bonds, while also implementing a low duration strategy to mitigate potential losses due to interest rate fluctuations. Explore the features and advantages of the PFLD ETF in this comprehensive guide.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
