The Lyrical U.S. Value Index, developed by Lyrical Asset Management LP, serves as the foundation for the US Value ETF's investment strategy. This exchange-traded fund (ETF) aims to replicate the performance of the index by using proprietary investment screens to identify 200 stocks from the cheapest quintile of the top 1,000 US stocks by market capitalization, based on forward median analyst projected price-to-earnings ratios. The index focuses on mid-capitalization US companies, offering investors an opportunity to passively invest in deep value stocks with an equal-weighted approach. GKD Index Partners LLC, also known as Alerian, compiles and calculates the index, which is reconstituted and rebalanced quarterly to reflect changing market dynamics.
The iShares MSCI USA Value Factor ETF (USVT) offers investors a dividend distribution that mirrors the performance of value-oriented U.S. equities. Dividends from this ETF are typically paid out on a quarterly basis, following the dividend policies and financial performances of the underlying value stocks. While USVT emphasizes value investing, it still provides investors with the potential for both capital appreciation and dividend income.
The US Value ETF, known as USVT, is dedicated to tracking the Lyrical U.S. Value Index. This index, developed by Lyrical Asset Management LP, utilizes proprietary investment screens to identify 200 stocks from the cheapest quintile of the top 1,000 U.S. stocks by market capitalization, based on one year forward median analyst-projected price-to-earnings ratio. The index primarily comprises mid-capitalization U.S. companies and is reconstituted and rebalanced quarterly. USVT aims to replicate the index by investing in the constituent stocks in approximately the same proportion as their weighting in the index, making it an option for investors seeking exposure to deep value investing in the U.S. equity market.
The correlation aspect of the Lyrical U.S. Value ETF (USVT) is essential for investors seeking to understand its performance relative to the broader U.S. equity market. USVT tracks the Lyrical U.S. Value Index, which is composed of value stocks from the cheapest quintile of the top 1,000 U.S. stocks by market capitalization. While USVT's correlation with the overall market may vary over time, it generally exhibits lower correlation with growth-oriented stocks and sectors due to its focus on deep value investing. Investors looking to diversify their portfolios with a value-oriented approach often analyze USVT's correlation with other asset classes to make informed investment decisions. ETF Insider's web app provides a valuable tool for studying these correlations and gaining deeper insights into US ETFs, facilitating more informed investment strategies and risk management decisions.
The US Value ETF, tracking the Lyrical U.S. Value Index, focuses on deep value investing. This ETF primarily invests in 200 stocks from the cheapest quintile of the top 1,000 US stocks by market capitalization, based on one-year forward median analyst-projected price-to-earnings ratio. These stocks are typically mid-capitalization US companies. The fund may concentrate its investments in specific industries, depending on the Index composition, making it a targeted choice for value-oriented investors.
The Lyrical U.S. Value ETF (USVT) is designed to provide exposure to deep value investing within the U.S. equity market. It tracks the Lyrical U.S. Value Index, which is composed of 200 stocks selected from the cheapest quintile of the top 1,000 U.S. stocks by market capitalization based on one-year forward median analyst projected price-to-earnings ratios. This index primarily consists of mid-cap U.S. companies, creating a unique investment opportunity for those seeking value-oriented exposure in the U.S. stock market.
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.
4 min readCompare the GSG and CMDY ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
5 min readCompare the IAU and AAAU ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
5 min readThe IWFH ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
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.
