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Yahoo
09-07-2025
- Business
- Yahoo
IVV Is a Great Choice for Most, but I Like SPLG ETF Better
Low-cost index funds are one of the best ways investors can buy a diverse array of stocks. The IVV is a popular method to track the S&P 500, but there's another one I like just a little better. 10 stocks we like better than SPDR Series Trust - SPDR Portfolio S&P 500 ETF › It can be fun to do all the research, pick some great stocks, and then watch the outsized returns that all your hard work produced roll in. But some investors don't necessarily find "hard work" to be fun. For those investors, one of the best ways to get richer is to choose a quality, low-cost index fund to do the hard work for them. Even Warren Buffett, the legendary CEO of Berkshire Hathaway and one of the best stock pickers on the planet, famously endorses index funds as a great option for the average investor. In his 2013 letter to shareholders, Buffett wrote that his will specifies how his money should be invested after his death: "My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. ... I believe the trust's long-term results from this policy will be superior to those attained by most investors -- whether pension funds, institutions or individuals -- who employ high-fee managers." Buffett believes that professional fund managers should try to beat the S&P 500, but individual investors should look at these low-cost exchange-traded funds (ETFs) as the best way to grow their wealth. One of the most popular index funds that tracks the S&P 500 is the iShares Core S&P 500 ETF (NYSEMKT: IVV). And it's a really good fund. But I think there's one out there with some subtle differences that is even better: the SPDR Portfolio S&P 500 ETF (NYSEMKT: SPLG). If I had to choose one index fund, SPLG is at the top of my list. Here's why. The SPLG ETF strives to mimic the performance of the S&P 500, which tracks the 500 top companies that are listed on U.S. stock exchanges. The S&P 500, like the Dow Jones Industrial Average and the Nasdaq Composite, is considered a bellwether on the overall health of the economy and the stock market. The ETF has 503 equity holdings currently because a few of the 500 companies include multiple classes of stock. SPLG is a market-cap-weighted fund, which means that companies with the largest market capitalization have a higher weighting. Top 10 Holdings SPLG Portfolio Weight IVV Portfolio Weight 1. Nvidia 7.3% 7.26% 2. Microsoft 6.96% 6.91% 3. Apple 5.99% 6.01% 4. Amazon 3.96% 3.94% 5. Meta Platforms 2.93% 2.93% 6. Broadcom 2.43% 2.4% 7. Alphabet (Class A) 1.96% 1.97% 8. Berkshire Hathaway (Class B) 1.67% 1.67% 9. Tesla 1.66% 1.68% 10. Alphabet (Class C) 1.59% 1.60% Data sources: Morningstar, author research. IVV is also a market-cap-weighted fund, so as you can see on the chart, its holdings are nearly identical because it's built the same way. The only real difference in the top 10 is that Tesla comes in at No. 9 with the SPLG, and at No. 8 with the IVV. That's probably just a matter of one fund balancing a little quicker than the other, but the difference is negligible and doesn't factor into my final conclusion. My choice comes down to which ETF is cheaper to buy, hold, and sell. The IVV has a low expense ratio of 0.03%, or $3 annually per $10,000 invested. That's a good price and what you would expect from any quality index fund. But the SPLG is just a little bit better. Its expense ratio is 0.02%, so you're going to pay a little less in annual management fees. And those dollars tend to add up when you are paying them every year and building a portfolio that reaches into the millions. And here's one more factor that's in SPLG's favor: the bid-ask spread, which is essentially the difference between what buyers want to pay and what sellers want to receive. The SPLG has a bid price and ask price (at this writing) of $73.16. You can't get more efficient than a perfect match. Meanwhile, the IVV has a bid of $623.45 and an ask of $623.50, meaning there's a $0.05 spread on the transaction. When the asking price is higher than the bid price, you lose a little bit of money every time you buy. That's not a big deal if you are a set-it-and-forget-it investor, but if you're a day trader or a fund manager, those pennies add up quickly. So, I prefer the more efficient ETF, the SPLG. To be honest, you can't go wrong with either of these ETFs. I'm not suggesting that anyone sell their shares of IVV. But for me, the SPLG is a hair better and wins this comparison. Before you buy stock in SPDR Series Trust - SPDR Portfolio S&P 500 ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and SPDR Series Trust - SPDR Portfolio S&P 500 ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,764!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $980,723!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 179% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Patrick Sanders has positions in Nvidia. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. IVV Is a Great Choice for Most, but I Like SPLG ETF Better was originally published by The Motley Fool
Yahoo
12-06-2025
- Business
- Yahoo
SPY Attracts $3.9B in Assets Despite Market Pullback
The SPDR S&P 500 ETF Trust (SPY) pulled in $3.9 billion on Wednesday, boosting its assets under management to nearly $620 billion, according to data provided by FactSet. The inflows came despite the S&P 500 falling 0.3% as investors weighed a preliminary U.S.-China trade framework and May inflation data that showed core CPI rising just 0.1%. The GraniteShares 2x Long PLTR Daily ETF (PTIR) attracted nearly $289 million, while the SPDR Portfolio S&P 500 ETF (SPLG) gained $223.4 million. The SPDR Bloomberg High Yield Bond ETF (JNK) and the Utilities Select Sector SPDR Fund (XLU) both pulled in just over $210 million. The SPDR Portfolio Long Term Treasury ETF (SPTL) lost $178.5 million, while the ProShares Ultra Ether ETF (ETHT) experienced outflows of $169.5 million. The SPDR Portfolio Intermediate Term Treasury ETF (SPTI) shed $127.4 million. U.S. equity ETFs collected $5.5 billion in net inflows, while U.S. fixed-income ETFs gained $175.5 million. International equity ETFs attracted $119.1 million, and commodities ETFs pulled in $70.1 million. Overall, ETFs gained $6 billion for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust 3,889.25 619,977.29 0.63% PTIR GraniteShares 2x Long PLTR Daily ETF 288.99 793.30 36.43% SPLG SPDR Portfolio S&P 500 ETF 223.43 70,065.12 0.32% JNK SPDR Bloomberg High Yield Bond ETF 210.46 7,583.86 2.78% XLU Utilities Select Sector SPDR Fund 210.23 18,424.96 1.14% XLE Energy Select Sector SPDR Fund 187.05 27,549.79 0.68% XLC Communication Services Select Sector SPDR Fund 162.30 23,340.09 0.70% XLF Financial Select Sector SPDR Fund 160.79 49,641.97 0.32% TQQQ ProShares UltraPro QQQ 144.50 25,831.06 0.56% RWR SPDR Dow Jones REIT ETF 116.33 2,047.58 5.68% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change CGDV Capital Group Dividend Value ETF -209.07 17,488.42 -1.20% SPTL SPDR Portfolio Long Term Treasury ETF -178.49 10,978.36 -1.63% ETHT ProShares Ultra Ether ETF -169.46 42.37 -400.00% SPTI SPDR Portfolio Intermediate Term Treasury ETF -127.40 8,595.39 -1.48% FBL GraniteShares 2x Long META Daily ETF -81.21 161.16 -50.39% SBIT ProShares UltraShort Bitcoin ETF -48.77 12.19 -400.00% XLI Industrial Select Sector SPDR Fund -43.25 21,333.37 -0.20% DIA SPDR Dow Jones Industrial Average ETF Trust -42.95 38,201.52 -0.11% ARKK ARK Innovation ETF -37.76 6,227.52 -0.61% QBER TrueShares Quarterly Bear Hedge ETF -29.65 145.26 -20.41% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 25.69 10,043.25 0.26% Asset Allocation 17.05 25,124.50 0.07% Commodities ETFs 70.12 216,092.26 0.03% Currency 33.10 147,503.70 0.02% International Equity 119.09 1,826,063.75 0.01% International Fixed Income 61.93 293,923.88 0.02% Inverse -68.89 14,573.47 -0.47% Leveraged 70.08 124,638.24 0.06% US Equity 5,453.05 6,915,037.20 0.08% US Fixed Income 175.48 1,662,789.67 0.01% Total: 5,956.71 11,235,789.92 0.05% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-06-2025
- Business
- Yahoo
QQQ Attracts $2.4B in Assets as S 500 Hits 6,000
The Invesco QQQ Trust (QQQ) pulled in $2.4 billion on Friday, boosting its assets under management to over $338 billion, according to data provided by FactSet. The inflows came as the S&P 500 surged 1% to touch 6,000 for the first time since February after nonfarm payrolls rose 139,000 in May, beating the 125,000 forecast. The SPDR Portfolio S&P 500 ETF (SPLG) attracted $707.9 million, while the iShares Core S&P 500 ETF (IVV) gained $506.4 million. The Communication Services Select Sector SPDR Fund (XLC) collected $199.7 million, and the iShares MSCI South Korea ETF (EWY) pulled in $194.4 million. The SPDR S&P 500 ETF Trust (SPY) saw outflows of $2.6 billion despite the market rally. The iShares Russell 2000 ETF (IWM) lost $719.3 million, while the iShares 20+ Year Treasury Bond ETF (TLT) experienced outflows of $639.5 million. U.S. fixed-income ETFs collected $93.7 million in net inflows, while international fixed-income ETFs gained $643.8 million. International equity ETFs attracted $567.2 million, and commodities ETFs pulled in $93.4 million. Overall, ETFs gained $867.6 million for the day. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I 2,413.30 338,098.45 0.71% SPLG SPDR Portfolio S&P 500 ETF 707.92 68,556.62 1.03% IVV iShares Core S&P 500 ETF 506.43 585,200.21 0.09% XLC Communication Services Select Sector SPDR Fund 199.71 22,546.69 0.89% SGOV iShares 0-3 Month Treasury Bond ETF 195.79 48,340.78 0.41% AGG iShares Core U.S. Aggregate Bond ETF 195.57 125,516.57 0.16% EWY iShares MSCI South Korea ETF 194.35 3,725.06 5.22% SOXS Direxion Daily Semiconductor Bear 3x Shares 192.30 1,239.05 15.52% QQQM Invesco NASDAQ 100 ETF 185.77 49,210.71 0.38% BWZ SPDR Bloomberg Short Term International Treasury Bond ETF 149.28 497.62 30.00% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -2,549.65 603,603.42 -0.42% IWM iShares Russell 2000 ETF -719.29 61,129.39 -1.18% TLT iShares 20+ Year Treasury Bond ETF -639.47 49,213.59 -1.30% RSP Invesco S&P 500 Equal Weight ETF -419.90 70,979.92 -0.59% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -419.44 29,790.99 -1.41% TQQQ ProShares UltraPro QQQ -292.10 24,424.96 -1.20% XLF Financial Select Sector SPDR Fund -278.62 48,781.08 -0.57% SMH VanEck Semiconductor ETF -226.14 23,402.96 -0.97% SOXL Direxion Daily Semiconductor Bull 3x Shares -209.89 11,811.12 -1.78% JEPQ JPMorgan NASDAQ Equity Premium Income ETF -174.06 26,169.77 -0.67% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -1.74 10,017.55 -0.02% Asset Allocation -10.63 24,953.68 -0.04% Commodities ETFs 93.38 217,648.75 0.04% Currency -235.21 138,757.69 -0.17% International Equity 567.15 1,811,464.90 0.03% International Fixed Income 643.79 293,245.40 0.22% Inverse 254.60 15,135.29 1.68% Leveraged -590.19 118,340.82 -0.50% US Equity 52.73 6,824,072.08 0.00% US Fixed Income 93.71 1,666,330.59 0.01% Total: 867.60 11,119,966.76 0.01% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Business Insider
15-05-2025
- Business
- Business Insider
How to invest a lump sum of money at any age
Investing a windfall requires considering age, risk tolerance, and financial goals. Younger investors can afford more risk, while older investors should focus on stability. Consult a financial planner to tailor investment strategies to individual circumstances. It's the age-old question when you suddenly come into a bit of money: What should you do with it? Temptations lurk. That bucket-list trip to St. Bart's. The Mercedes C-Class convertible you've always wanted. A seahorse-shaped potato chip currently going for $105,000 on eBay. Oh, that's just me? While the pull of instant gratification is strong, perhaps you've come to the more responsible decision to invest the money. Even then, it's difficult to know where to put your new lump sum. The answer will differ for everyone, depending on when they'll need the money and what their risk tolerance is. But we thought a general guide may be useful for people of all ages who've just received a chunk of money like a bonus, an inheritance, or a tax return. With the help of Chris Chen, a certified financial planner and the founder of Insight Financial Strategists, we've come up with a plan that investors can think about taking with a new windfall, no matter how old they are. While it's impossible to personalize a plan for each individual, the assumption in this case is that the cash will be put aside for retirement. Disclaimer: this is not specialized financial advice, and each investor should consider their own circumstances and consult a financial professional before making decisions. Check out your suggested path below. 20-29 Open a brokerage account. Not a 401(k) or a Roth IRA — those should be set up with an employer and contributed to regularly. Setting up a separate account with a brokerage firm like Vanguard or Ally will prevent you from having to pay penalties if you need the money before retirement age. Once that's done, allocate 80% of the money to stocks and 20% to bonds. The classic portfolio construction is 60% stocks and 40% bonds, but your longer investing timeline means you can withstand the volatility of the stock market. A 20% allocation to bonds will still provide some downside protection. Within stocks, put most of your money into an index fund like the SPDR Portfolio S&P 500 ETF (SPLG). To diversify, allocate around 5-10% to international stocks through a fund like the Schwab International Equity ETF (SCHF). 30-39 Perhaps you already have a stock portfolio. It's not a bad idea to simply throw a new lump sum into existing positions, or into a broad index fund that will grow over a decadeslong period. It could also be a good opportunity to assess how your portfolio is structured, and think about how you can perhaps rebalance with some international exposure it so you're properly diversified. You may also want to diversify into another asset class: real estate. If it's enough money for a down payment, you could lose the lump sum to buy a home. Mortgage rates admittedly aren't great at the moment, but you can always refinance if rates drop in the future. People increasingly have their first kid in their 30s. If that's the case for you, maybe open a 529 plan for college savings. If you're not a parent yet but plan on being one sometime down the line, you can open up a 529 plan for yourself, as the funds can be used for anyone in your family. 40-49 You're starting to get closer to retirement age, but assuming a retirement age of 65, you still probably have enough time to keep your equity exposure aggressive. Put 80% of the money into an S&P 500 index fund and 20% into bonds through a fund like the iShares Core US Aggregate Bond ETF (AGG). If you're lucky enough to feel like you're pretty well covered on your own retirement needs, you might consider opening up a Roth IRA for your kids, if you have them. 50-59 Retirement is on the horizon, so you should start taking a more cautious and active approach to money management. At this point, it's a good idea to hire a Certified Financial Planner to develop a plan that's unique to your needs. A generally good idea heading into retirement is to start building up a three-year "safe bucket," which is enough living expenses to cover three years. You'll have this money in low-risk, shorter-term bonds. Any leftover money can go into stock-market index funds. Stocks are risky and volatile investments that can be subject to significant downside in a short period of time. That's why it's good to have an investing timeline of at least a few years, or even better, more than a decade. 60+ It's the same advice for those in their 50s: start building up enough funds to cover three years of living expenses. These funds will be invested in safe-haven short-term bonds. Extra money can go into a stock-market index fund, though it may be a good idea to allocate part of your stock portfolio to more defensive areas of the market since your investing timeline starts to shorten. Once you retire, you'll start to sell your bond positions year by year to fund your spending. As you sell the bonds, you'll need to sell an equivalent amount in stock positions to keep your "safe bucket" three years deep. The calculus on how much money you'll need to pull out of your portfolio does start to change a bit once you're able to start claiming Social Security as early as 62.
Yahoo
31-03-2025
- Business
- Yahoo
FV Attracts Big Bucks as Market Drops on Inflation Concerns
The First Trust Dorsey Wright Focus 5 ETF (FV) pulled in $701.9 million Friday, expanding its assets by 16.2% to $4.3 billion, according to daily fund flows data. The SPDR Portfolio S&P 500 ETF (SPLG) attracted $1.6 billion, while the iShares 7-10 Year Treasury Bond ETF (IEF) gained $377.6 million as investors sought fixed-income exposure amid the Dow's 715-point plunge on inflation concerns. The Direxion Daily Semiconductor Bull 3x Shares (SOXL) collected $249.5 million despite broader technology weakness. On the outflows side, the Vanguard S&P 500 ETF (VOO) experienced outflows of $1.2 billion while remaining the largest ETF with $602.3 billion in assets. The iShares Russell 2000 ETF (IWM) saw outflows of $760.6 million as small-caps struggled, while the VanEck Semiconductor ETF (SMH) lost $221.9 million as the market faced pressure from President Donald Trump's auto tariff announcements. U.S. equity ETFs led overall inflows with $3.16 billion, while leveraged products added $546.1 million. The ETF industry collected a total of $5.6 billion in net inflows. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 1,686.16 591,270.65 0.29% SPLG SPDR Portfolio S&P 500 ETF 1,554.00 60,589.25 2.56% FV First Trust Dorsey Wright Focus 5 ETF 701.85 4,324.76 16.23% VGK Vanguard FTSE Europe ETF 391.42 22,014.57 1.78% IEF iShares 7-10 Year Treasury Bond ETF 377.60 34,371.48 1.10% SGOV iShares 0-3 Month Treasury Bond ETF 256.58 39,150.75 0.66% SOXL Direxion Daily Semiconductor Bull 3x Shares 249.52 7,883.37 3.17% GLDM SPDR Gold MiniShares Trust 244.72 12,758.52 1.92% SPHY SPDR Portfolio High Yield Bond ETF 244.43 8,747.93 2.79% DFAC Dimensional U.S. Core Equity 2 ETF 228.44 32,084.83 0.71% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VOO Vanguard S&P 500 ETF -1,232.03 602,330.87 -0.20% IWM iShares Russell 2000 ETF -760.56 66,147.87 -1.15% SMH VanEck Semiconductor ETF -221.92 20,182.17 -1.10% AGG iShares Core U.S. Aggregate Bond ETF -196.53 124,464.60 -0.16% JAAA Janus Detroit Street Trust Janus Henderson AAA CLO ETF -192.24 21,217.45 -0.91% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -169.62 41,087.60 -0.41% ARKK ARK Innovation ETF -165.25 5,450.81 -3.03% DIA SPDR Dow Jones Industrial Average ETF Trust -148.55 36,836.54 -0.40% XLV Health Care Select Sector SPDR Fund -144.72 38,006.27 -0.38% VV Vanguard Large-Cap ETF -144.46 39,724.72 -0.36% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -38.02 9,747.36 -0.39% Asset Allocation 10.73 23,457.98 0.05% Commodities ETFs 225.28 196,950.67 0.11% Currency 112.17 110,097.98 0.10% International Equity 837.24 1,662,937.42 0.05% International Fixed Income -94.82 280,229.43 -0.03% Inverse 11.03 13,411.94 0.08% Leveraged 546.07 107,821.07 0.51% US Equity 3,156.03 6,516,277.50 0.05% US Fixed Income 874.15 1,627,883.90 0.05% Total: 5,639.85 10,548,815.25 0.05% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
