Even if you get the top spot, there’s no guarantee that you will stay there. In September, I declared VUG as my preferred asset for Large-Cap Growth, but suggestions from two readers bring two new challengers: will QQQM or IWY prove a better fit in a Risk Parity portfolio?
After an anti-climactic Round Two which saw no low(er) beta equity fund emerge with any type of advantage, the search returns, this time with dividend-focused ETFs. Will they make a difference? Does a special allocation to low(er) beta or dividend funds make sense in a RP portfolio?
VPU won the last round in my search for low(er) beta equity funds against PFF and USMV, and now faces off against two more contenders: a consumer staples sector fund (VDC) and a financial industry preferred shares fund (PGF)... And the winner is…it’s complicated.
This one is really an experiment - comparing three equity funds, VPU, PFF and USMV, with somewhat low correlation with the S&P 500. Putting them through their paces to get a sense of whether low(er) beta equity funds may be another arrow in the RP quiver.
If you want to capture exposure to international equities in just one ETF, what should it be? Here, I tested contenders VXUS, ACWX and DFAX and found DFAX the best for gaining broad exposure across the globe and market caps and totally worth its slightly higher expense ratio.
