ONEY: The Smart Beta ETF That Deserves More Attention

The Alpha Analyst
649 Followers
(7min)

Summary

  • ONEY's smart beta approach offers diversified sector allocation, strong dividend yield, and reduced concentration risk compared to larger, more popular dividend ETFs.
  • Despite lower AUM and investor awareness, ONEY's post-pandemic performance demonstrates its potential, especially during cyclical rallies and defensive market phases.
  • Current macro conditions may limit ONEY's near-term outperformance, but its defensive tilt should cushion against economic slowdowns and rate headwinds.
  • I recommend a Buy on ONEY for dividend exposure, expecting it to outperform as rates eventually fall and economic conditions improve in coming quarters.

Woman putting a one euro coin in a golden piggy bank.

Guido Mieth

In the ETF world, later launches on similar themes suffer from poorer investor interest. Particularly in the value segment, where differences in performance are not eye-catching. Despite differential positioning from competition in the value and dividend ETF space, the SPDR Russell 1000

This article was written by

649 Followers
I am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, combining our complementary strengths to deliver high-quality, data-driven insights. Our approach blends rigorous risk management with a long-term perspective on value creation. We have a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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