3 min readBy Ron Koren ETF Insider
EWZ VS FXI
Compare the EWZ and FXI ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
The ETC 6 Meridian Small Cap Equity ETF is managed by Madison Avenue Financial Solutions, LLC. This actively managed exchange-traded fund seeks to invest at least 80% of its net assets in small-capitalization equity securities, with a focus on companies within the market capitalization range of the S&P SmallCap 600® Index ($750 million to $4.6 billion as of March 1, 2023). While the fund primarily targets small-cap securities, it may also invest in equity securities of companies of any capitalization, emphasizing high-quality small-cap securities through a quantitatively-driven strategy that considers profitability, growth, and ability to service financing obligations. The fund typically maintains a low turnover portfolio approach, with portfolio activity occurring approximately once per quarter.
While the primary objective of the ETC 6 Meridian Small Cap Equity ETF is to invest in small-cap equity securities, the fund may also offer dividends to its investors. These dividend distributions are subject to the performance and dividend policies of the underlying small-capitalization companies included in the S&P SmallCap 600® Index. Typically, the ETF's dividends align with the market capitalizations of the index constituents, which range from $750 million to $4.6 billion as of March 1, 2023. Investors in this ETF can expect to receive dividends based on the profitability and growth metrics of the selected small-cap securities in the fund's portfolio.
Tracking the Solactive 500 Ex-Sector Leaders Index is the primary objective of the SIXS ETF. SIXS strategically invests in a diversified portfolio that excludes the performance of sector leaders within the U.S. equity market. By closely aligning with the Solactive 500 Ex-Sector Leaders Index, SIXS offers investors a unique perspective on the broader market, excluding the influence of sector giants. The ETF's commitment to effectively tracking this index makes it an appealing choice for investors looking to gain exposure to a more balanced representation of the U.S. stock market.
The correlation aspect of the ETC 6 Meridian Small Cap Equity ETF (ETC) is primarily tied to its underlying investment strategy focused on small-capitalization equity securities. Given its emphasis on small-cap companies, ETC's correlation with broader market indices may exhibit some variability. Investors interested in understanding ETC's behavior in relation to the overall market and its correlation with specific sectors or assets may benefit from utilizing ETF Insider's web app for comprehensive data and visualization tools. This platform provides in-depth insights into correlations, helping investors make informed decisions and identify potential overlaps within their portfolios.
The ETC 6 Meridian Small Cap Equity ETF primarily invests in small-capitalization equity securities, with a focus on companies with market capitalizations within the range of the S&P SmallCap 600® Index ($750 million to $4.6 billion as of March 1, 2023). While the fund primarily targets small-cap securities, it may also include equity investments in companies of varying capitalizations and may even invest in real estate investment trusts (REITs). The fund's investment strategy emphasizes high-quality small-cap stocks, using a quantitatively-driven approach that assesses factors such as profitability, growth, and market risk (beta) to build its portfolio. With a low turnover portfolio approach, the fund typically expects portfolio activity to occur once per quarter, providing investors exposure to the potential growth of smaller companies within the market.
While we do not have specific information about the exposure of the SIXS (6 Meridian Small Cap Equity ETF), our tool ETF Insider can help you discover its exposure with its web app. ETF Insider provides in-depth and insightful data for various US ETFs, including market segments, regions, sectors, and more. With its user-friendly visualization tool, you can easily explore the overlap, correlations, and other crucial information to make informed investment decisions.
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3 min readCompare the EWZ and FXI ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe SIXS ETF, also known as the "Social Impact X Sustainability ETF," is an innovative exchange-traded fund dedicated to investing in companies that actively promote social and environmental sustainability. This ETF focuses on businesses with a strong commitment to ESG (Environmental, Social, and Governance) principles, making it an attractive option for socially conscious investors seeking to align their portfolios with companies that prioritize positive societal and environmental impacts. Explore the SIXS ETF's investment approach, its constituent companies, and the potential implications of investing in socially responsible ventures.
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