iShares S&P 500 Growth Index (IVW)
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IVW Forum Topics
- All Comments on IVW
- General Discussion on IVW
- Market Strategy: Sector vs. Style [view article]
- A 360 View of Returns (July 2008) [view article]
- The Pendulum Will Swing Back to Value Stocks [view article]
- Investing Changes Under a New Tax Regime [view article]
- Growth vs. Value Performance [view article]
- P/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
- US Stocks: A Historical Look at Market-Cap and Style, 1997-2007 [view article]
- Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
- Top 50 ETFs by Revenue Per Fund [view article]
- Recent Key ETF Performance [view article]
- Fee Cuts Solidify Vanguard's Position as the ETF Cost Leader [view article]
Recent IVW Articles
- Market Strategy: Sector vs. Style
- The Pendulum Will Swing Back to Value Stocks
- A 360 View of Returns (July 2008)
- Second-Quarter Market Review: A Tale of Two Monsters
- Common Wisdom Unwound: Large Cap Growth Now
- WSJ Gets It Wrong on Fidelity's Underperformance
- Investing Changes Under a New Tax Regime
- Growth vs. Value Performance
- P/E Divergence Between Growth and Value Stocks: The Wrong Way
- US Stocks: A Historical Look at Market-Cap and Style, 1997-2007
- Full List of Articles »
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Growth vs. Value Performance [view article]
To me, it seems that Value just has a higher Delta than Growth. I'm not sure what kind of social life these guys have, but I sure like the stuff they come up with.Thx jegan ;-) Reply
Growth vs. Value Performance [view article]
useless data ReplyGrowth vs. Value Performance [view article]
The lack of clarity amongst the great growth stock boom leading up to the dot com bust was not so out of the ordinary, history has shown other so called stocks of unprecedented promise metting simular fates when highly speculative attitudes failed to recognise speculation alone doesn't cut it.Trends into and out of corrections are also speculative short term, my feeling is with safety of returns for pensions at the formost of investors minds, and the not so distant memerios of October 2001 to march 2003 also taking effect, unless you are very good at picking growth stocks at reasonable prices thus allowing for safety margin (remembering the greater the enthusiasm the market has for these hot stocks, and the faster it rises in price compared with actual growth in earnings, the greater the disapointment the market shows when earnings disapoint) then I think value will take the honors. Reply
P/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
the yield risk premium is pointing to 20% lower levels. nickgogerty.typepad.co... ReplyP/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
value is out of favour and has been sold relentlessly over the past 12 months by the majority of investors. "growth" will follow and come crashing down - once the herd starts realizing that there ain't no v-shaped economic recovery anytime soon, but rather, a prolonged subpar growth environment that squeezes profit margins and incomes alike.regarding value stocks' valuation, apart from finance and homebuilding, these stocks are pretty cheap. the graph obviously is distorted by low profits/losses by banks, insurers and homebuilders.
there are sectors out there that offer stable, and mostly safe dividends of 6-10% which have been beaten downalong with everything else.
these will be stocks to shine over the coming 2-3 years when most money for investors from the stock market will come from dividends rather than (almost non-existant) stock price appreciation Reply
P/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
Historical records show that growth stocks over promise and under deliver in comparison to good dividend paying, well managed value stocks that show a more sustainable growth pattern over many years and even decades.In reference to your graph and I'm little confused as to which stocks are in focus, but in general a flight to quality may be in play as investors run to the rocks for safety.
Please add to my knowledge if I'm missing something. Reply
P/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
Some of this is due to the way the S&P Indices are formulated, which tends to prevent re-classification of stocks from growth to value and back. This reduces losses due to arbitrage and portfolio turnover for tracking funds, which is usually a good thing, if it doesn't get in the way of keeping the index focused. ReplyP/E Divergence Between Growth and Value Stocks: The Wrong Way [view article]
Interesting point. Agree that this discrepancy is most likely because of the falling earnings in financials, at least in the short term. I also think that there is a component from Baby boomers shifting to Value stocks over Growth stocks.. ReplyUS Stocks: A Historical Look at Market-Cap and Style, 1997-2007 [view article]
Thank you for this article Richard. Your data for the 10 year period is consistent with other articles I have read. The data can be interpreted in different ways. I would like to comment that for the 10 years, returns of less than eight percent are horrible for the risks that one must take. But seven percent is better than 4.89 percent.How does this data relate to future returns? Can we project, with any degree of certainty, that the S&P 400 MC G will have a annualized rate of return >10 percent over the next 10 years? Warren Buffet doesn't think so.
Now if I asked myself that last question I would have to say "I don't know".
My interest in reading your article and commenting on it is because I am retired and need current income from my investments with safety of principal. I would not be happy with a 10 year total return of 2.21 % or 3.89 %.
As I look at the universe of stocks, I see a paltry few that return more than 7 percent from dividends. I now have some stocks that are returning between 8 and 15% in dividends with, maybe, some capital appreciation in 3 to 5 years. If I am successful then I will have outperformed eight of the nine groups in your chart and I think I will have beat 50% of the mutual fund universe.
It is not easy to find good assets (companies) to invest in that are not subject to the whims of the market or run by incompetent people. Thanks, again, for the article.
Reply
Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
can you please update this list? thanks. ReplyTop 50 ETFs by Revenue Per Fund [view article]
Does anybody know where I can find a list of all these lists? JJ ReplyRecent Key ETF Performance [view article]
Where can one find this information on a daly basis? ReplyTop 50 ETFs by Revenue Per Fund [view article]
1. I also don't understand what's been gotten at here.2. But I do find lists are often useful. As one example, lists of best performers. Reply
Top 50 ETFs by Revenue Per Fund [view article]
ETF beats the mutual fund MER and the advantages of tracking your investments constantly. Try to buy gold or silver certificates from banks. The buy and sold price difference per oz. can be $1.00 U.S.and one has to line up at the banks. ReplyTop 50 ETFs by Revenue Per Fund [view article]
I would like to find a ETF site that gave daily current data instead of something that is current as of Feb 29th and now it is April 7thWho has daily current information in order to make an intelligent decision? Reply