
How to Use ETF Overlap to Your Advantage as a Stock Picker
ETF overlap is usually something investors try to avoid, but stock pickers can potentially turn it into a useful screening tool.

ETF overlap is usually something investors try to avoid, but stock pickers can potentially turn it into a useful screening tool.

Fans of JEPI and JEPQ may want to keep these two relatively tax-efficient derivative income ETFs on their watchlist as potential alternatives.

A weak index methodology and concentrated portfolio detracts from a promising concept.

I’m willing to eat my hat if proven wrong, but the trajectory for these ETFs is not looking good so far.

I have a soft spot for this under-the-radar low-cost dividend ETF, despite its outdated benchmark.

In a nutshell, it comes down to high fees and deferred tax liabilities, but there are alternatives for MLP ETF investors that solve both.

These two ETFs deliver exposure to more sophisticated yield strategies and/or asset classes, but beware of higher fees and poorer liquidity.

Asset managers are piling in to launch single-stock leveraged and inverse ETFs ahead of the SpaceX IPO on June 12th. Here’s why I’m not exactly a fan from a potential systemic risk perspective.

Some of these have actual use cases, others are silly thought exercises, so take everything you read today with a grain of salt.

ETF overlap is usually something investors try to avoid, but stock pickers can potentially turn it into a useful screening tool.

IBQT combines a globally diversified equity portfolio with a small Bitcoin allocation in a single automatically rebalanced ETF.

This ETF combines two alternative ETFs managed by Calamos Investments to deliver above-average income and better hedging compared to a traditional 60/40 allocation.

This niche thematic portfolio combines four ETFs targeting Canadian, American, Australian, and European banks.

Fans of JEPI and JEPQ may want to keep these two relatively tax-efficient derivative income ETFs on their watchlist as potential alternatives.

Despite the fancy sounding name, NGPE doesn’t actually provide true private equity exposure, but that doesn’t mean it’s a subpar ETF.

A weak index methodology and concentrated portfolio detracts from a promising concept.

I remain a big fan of VDY, but the risks are too big for Canadian dividend investors to ignore.

Will we see more provincial-specific ETFs in the future like these ones? Only time will tell.

I’m willing to eat my hat if proven wrong, but the trajectory for these ETFs is not looking good so far.