Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • Are mutual funds still the middle class’s best bet for wealth building? – Firstpost
    • Can specialised funds unlock India’s shorting potential—or will they just be long-only funds in disguise?
    • Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning
    • Amplify ETFs Declares July Income Distributions for its Income ETFs
    • These ETFs will give you high income – but you -2-
    • a new way to pick a persistent winner
    • 3 Top-Ranked Mid-Cap Blend Mutual Funds for Remarkable Returns
    • UK property investment falls to lowest levels in two years
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»ETFs»How Our Favorite ETFs Are Performing Amid Market Volatility
    ETFs

    How Our Favorite ETFs Are Performing Amid Market Volatility

    June 15, 2025


    Volatility has rocked U.S. stocks, so we decided to check in on the U.S. stock funds in the Kiplinger ETF 20. Most performed in line with expectations, but some investors may find one outcome surprising.

    First, a little context. After peaking in February, the S&P 500 Index plunged 19% before recovering some in early April.

    By the end of April, the index was down 9% from its peak on February 19. The 11 U.S. stock funds in the Kip ETF 20 – our favorite exchange-traded funds – performed in line with the benchmark with an average loss of 9%.

    Subscribe to Kiplinger’s Personal Finance

    Be a smarter, better informed investor.

    Save up to 74%

    Sign up for Kiplinger’s Free E-Newsletters

    Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more – straight to your e-mail.

    Profit and prosper with the best of expert advice – straight to your e-mail.

    A focus on dividends and quality helped. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Dividend Appreciation ETF (VIG) held up best, declining 7.5% and 6.4%, respectively, through April from the market peak.

    The JPMorgan U.S. Quality Factor ETF (JQUA) was not far behind, with a 7.3% loss. It focuses on stocks that pass certain quality and profitability measures.

    Funds that emphasize smaller companies and tech stocks fared worse. The iShares Core S&P Mid-Cap ETF (IJH) and the iShares Core S&P Small-Cap ETF (IJR) lost 10.8% and 14.3%, respectively.

    Nipping at their heels were the Technology Select Sector SPDR ETF (XLK), which holds 65 information technology stocks, with a 13.0% loss, and the SPDR S&P Kensho New Economies Composite ETF (KOMP), which declined 13.6%. Tech stocks make up 35% of that portfolio, which focuses on innovative companies.

    But one fund turned its fortunes around. After lagging the S&P 500 for much of the past decade, the Invesco S&P 500 Equal Weight ETF (RSP) weathered the swoon far better than any other U.S. stock fund in the Kip ETF 20, with a 7.0% loss.

    The fund holds shares in every member of the S&P 500 in equal proportions, rather than weighting them by market value. That approach helped to lessen the impact of losses in some of the biggest S&P 500 firms, including Tesla (TSLA), Nvidia (NVDA) and Apple (AAPL).

    Meanwhile, the equal-weighting enhanced the impact of gains in smaller companies in the index, including software company Palantir Technologies (PLTR), CVS Health (CVS) and goldmining company Newmont (NEM).

    This item first appeared in Kiplinger Personal Finance Magazine, a monthly, trustworthy source of advice and guidance. Subscribe to help you make more money and keep more of the money you make here.

    Related Content



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    Amplify ETFs Declares July Income Distributions for its Income ETFs

    July 30, 2025

    These ETFs will give you high income – but you -2-

    July 30, 2025

    SEC Scraps Cash Rule and Opens the Door for Crypto ETFs

    July 29, 2025
    Leave A Reply Cancel Reply

    Top Posts

    Are mutual funds still the middle class’s best bet for wealth building? – Firstpost

    July 30, 2025

    Qu’est-ce qu’un green bond ?

    December 7, 2017

    les cat’ bonds deviennent incontournables

    September 5, 2018

    ETF : définition et intérêt des trackers

    May 15, 2019
    Don't Miss
    Mutual Funds

    Are mutual funds still the middle class’s best bet for wealth building? – Firstpost

    July 30, 2025

    For much of India’s working population, building wealth has always been a long game. The…

    Can specialised funds unlock India’s shorting potential—or will they just be long-only funds in disguise?

    July 30, 2025

    Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning

    July 30, 2025

    Amplify ETFs Declares July Income Distributions for its Income ETFs

    July 30, 2025
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    Bonds that evoke feelings of Deja Vu

    October 30, 2024

    Accord entre le français Natixis et l’italien Generali pour un projet de création d’un géant de la gestion d’actifs

    January 20, 2025

    US ETFs hit $9.49tn in July amid strong inflows

    August 16, 2024
    Our Picks

    Are mutual funds still the middle class’s best bet for wealth building? – Firstpost

    July 30, 2025

    Can specialised funds unlock India’s shorting potential—or will they just be long-only funds in disguise?

    July 30, 2025

    Fidelity Investments® Releases 2025 Retiree Health Care Cost Estimate, a Timely Reminder for All Generations to Begin Planning

    July 30, 2025
    Most Popular

    ₹10,000 monthly SIP in this debt mutual fund has grown to over ₹70 lakh in 23 years

    June 13, 2025

    ₹1 lakh investment in these 2 ELSS mutual funds at launch would have grown to over ₹5 lakh. Check details

    April 25, 2025

    ZIG, BUZZ, NANC, and KRUZ

    October 11, 2024
    © 2025 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.