Equity ETFs by Investment Style
Investment style refers to the approach or strategy that guides how an ETF selects and manages its portfolio of securities. Different investment styles reflect varying philosophies about what drives market performance and how to best achieve investment objectives. These styles can focus on factors such as a company's growth potential, valuation, financial stability, or market trends. Understanding different investment styles helps investors choose ETFs that align with their financial goals, risk tolerance, and market outlook.
Growth
ETFs focusing on companies with above-average growth potential. These funds target firms expected to increase earnings, revenues, or cash flows faster than their industry or market average.
US-listed
EU-listed
Value
ETFs investing in stocks considered undervalued relative to their fundamentals. These funds seek stocks trading below their perceived intrinsic value, often identified through metrics like price-to-earnings or price-to-book ratios.
US-listed
EU-listed
Blend
ETFs combining both growth and value strategies. These funds offer a balanced approach, investing in companies with both growth potential and value characteristics.
US-listed
EU-listed
Dividend
ETFs targeting companies that regularly pay dividends. These funds focus on income generation, often including established firms with consistent cash flows and dividend histories.
US-listed
EU-listed
Income
ETFs designed to generate regular income streams. These funds may include dividend-paying stocks, bonds, or other income-producing securities, catering to investors seeking steady cash flow.
US-listed
EU-listed
Active
ETFs managed by portfolio managers who actively select investments. These funds aim to outperform market indices through strategic stock selection and market timing.
US-listed
EU-listed
Quality
Low Volatility/Risk Weighted
Multi-Factor
ETFs using multiple investment criteria to select stocks. These funds combine various factors like value, growth, momentum, and quality to create a diversified, potentially optimized portfolio.