Kendall Dilley, CFA, CMT, offered his expert insights to US News' Tony Dong about his top ETF picks.
In this article, Tony Dong and experts like Kendall Dilley highlight strategies focusing on smaller, undervalued investments that target factor exposures such as value. In addition, an increasing number of large firms have launched ETFs seeking affordable and transparent value exposure. Discover the top-recommended ETFs.
This Article Explores:
Value Versus Growth. The Age-Old Debate.
The market preference pendulum can swing wildly between value and growth and persist for many quarters or years. The market has gone through alternating and prolonged periods of growth outperformance (1995-2000 and 2006-2020) and value outperformance (2000-2006 and 2021-present).
What to Look for in a Value ETF.
Dilley recommends considering dividend-focused ETFs such as the Vanguard High Dividend Yield ETF (VYM) for investors seeking better yields. Dividend-paying stocks often fall into the value category and can benefit from rising rate environments. As in the case of VTV and VYM, both share significant holding overlaps when it comes to large-cap value stocks like Exxon Mobil Corp. (XOM), Johnson & Johnson (JNJ), Procter & Gamble Co. (PG) and Chevron Corp. (CVX).
Read the full article to discover the top 7 ETF Picks...
Guest Contributor: Kendall Dilley, Vineyard Global Advisors Portfolio Manager CFA, CMT
