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XFIV ETF ANALYSIS

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XFIV ETF FUNDAMENTALS
XFIV ETF PERFORMANCE

XFIV ISSUER

The Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (XFIV) is managed by Invesco, a leading global investment management firm with a strong presence in the ETF market. Invesco has a reputation for offering a wide range of investment products designed to meet the diverse needs of investors.

XFIV DIVIDEND

The XFIV ETF, although primarily designed to provide exposure to the financial sector, also offers dividends to eligible investors. This ETF typically distributes dividends on a quarterly basis, in accordance with the dividend policies and performances of the financial companies within its portfolio. Investors in XFIV may appreciate the potential for both capital growth and dividend income, making it a versatile choice for those interested in the financial sector.

XFIV TRACKING

The XFIV ETF aims to closely mirror the performance of the Bloomberg US Treasury 5 Year Duration Index. This index comprises select U.S. Treasury notes and bonds from the Bloomberg US Treasury Index, with a focus on two specific duration ranges: 4 to 5 years and 5 to 6 years. The ETF's strategy involves investing in a representative sample of these bonds, seeking to replicate the index's performance before accounting for fees and expenses. The fund primarily allocates at least 80% of its net assets to a portfolio of U.S. Treasury securities with an average duration of around 5 years, aiming to provide investors with exposure to this specific segment of the U.S. Treasury market.

XFIV CORRELATION

The correlation plays a significant role in understanding its behavior in relation to the Bloomberg US Treasury 5 Year Duration Index. Since this ETF seeks to track the performance of the Index, its correlation with the underlying U.S. Treasury notes and bonds is expected to be very high. This strong correlation makesa n effective tool for investors looking to gain exposure to the 5-year Treasury market. Investors often analyze iShares U.S. Treasury Bond ETF 's correlation with other fixed-income assets to make informed decisions, thus providing valuable insights into the bond market. For investors looking to study correlations with iShares U.S. Treasury Bond ETF , ETF Insider offers a web app that provides deep and interesting data on the ETF's correlation with the Bloomberg US Treasury 5 Year Duration Index. With its simple visualization tool, ETF Insider allows investors to analyze correlations and overlaps with ease, aiding in portfolio construction and risk management strategies.

XFIV SECTOR

The iShares U.S. Treasury Bond ETF (XFIV) focuses on tracking the Bloomberg US Treasury 5 Year Duration Index. This ETF predominantly invests in U.S. Treasury notes and bonds within specific duration buckets, aiming to match the 5-year target duration of the Index. With a concentration on U.S. Treasury securities, XFIV offers investors exposure to the government bond market while maintaining a relatively short duration profile. This sector concentration can make XFIV an attractive choice for those seeking a stable source of income with lower interest rate risk.

XFIV EXPOSURE

The exposure of the XFIV ETF, also known as the FlexShares® WisdomTree U.S. Large Cap Hedged Index Fund, revolves around its unique strategy that incorporates Flex Options referencing the SPDR® S&P 500® ETF Trust (the Underlying ETF). XFIV utilizes FLEX Options, which are customizable exchange-traded option contracts, to manage its portfolio. These contracts introduce a distinctive approach to investment, with XFIV seeking to limit downside losses and provide investors with a capped upside return, subject to market conditions and its Cap. While it primarily focuses on large-cap U.S. companies represented by the S&P 500 Index, it offers a unique risk and return profile for those looking to participate in the U.S. equity market while managing potential losses. To gain a deeper understanding of XFIV's exposure and its specific characteristics, investors can leverage ETF Insider's web app, which offers comprehensive data and visualizations, helping them uncover correlations and overlaps with other U.S. ETFs.

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.
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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.

BLOG ARTICLES

What is the underlying index that the EWA ETF aims to track?
Blog book icon6 min read
By Ron Koren ETF Insider

What is the underlying index that the EWA ETF aims to track?

As of my knowledge cutoff in September 2021, the iShares MSCI Australia ETF (EWA) seeks to track the investment results of the MSCI Australia Index. This index is designed to measure the performance of the Australian equity market, specifically large and mid-cap stocks across various sectors. It provides exposure to a diversified range of Australian companies, offering investors an opportunity to participate in the overall performance of the Australian stock market. Please note that the index composition and tracking methodology may have changed since then, so it is always a good idea to verify the current information from a reliable financial source.

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What is the USI ETF?
Blog book icon4 min read
By Beqa Bumbeishvili ETF Insider

What is the USI ETF?

The USI 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 USI ETF.

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What is the XFIV ETF?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the XFIV ETF?

The XFIV 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 XFIV ETF.

Learn MoreArrow right
View All Blog ArticlesBlog arrow right

FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of XFIV with the U.S. equity market?
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How does XFIV provide exposure to the U.S. equity market?
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How does XFIV's dividend strategy compare to other funds like QQQ and IWM?
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What does XFIV mean on the stock market?
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What does XFIV stand for on the stock market?
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What is the sector composition of XFIV?
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