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What Investors Get Wrong About Small-Cap Income
Etftrends· 2025-11-15 02:35
For more news, information, and analysis, visit the Market Insights Content Hub. Are you looking to combine small-cap upside with income? With markets seeing increased volatility and large- caps looking expensive, marrying the two could boost portfolios. Small-cap covered call ETFs can offer both small cap performance and some helpful income on the side. However, many such strategies have an important flaw for investors to keep in mind that limits how effective they can be. See more: Tax-Loss Harvesting? G ...
Russell 2000 Beats S&P 500 Over Past 6 Months: ETFs in Focus
ZACKS· 2025-10-27 19:55
小盘股市场表现 - iShares Russell 2000 ETF (IWM) 在过去六个月上涨约28%,表现优于上涨23%的SPDR S&P 500 ETF Trust (SPY) [1] - Russell 2000指数本月首次突破2500点 [1] - 多只小盘股ETF近六个月表现强劲,例如Fidelity Enhanced Small Cap ETF (FESM) 上涨31.49%,Federated Hermes MDT Small Cap Core ETF (FSCC) 上涨31.7% [10][11] 市场驱动因素 - 美联储在2025年9月进行了首次降息,并暗示年内还将有两次降息 [4] - 根据CME FedWatch工具,市场预期10月底降息25个基点的概率为98.3% [4] - 美国9月年化通胀率为3%,低于预期的3.1%,环比上涨0.3%,低于8月的0.4%和预期 [3] - 贸易紧张局势有所缓解,特朗普总统计划在亚洲之行期间与中国签署贸易协议,美国与印度也可能达成双边贸易协定 [6] 估值水平 - 截至2025年10月24日,Russell 2000指数的市盈率为34.32倍,高于一年前的29.87倍 [7] - Russell 2000指数的估值高于纳斯达克100指数(市盈率33.25倍)和标普500指数(市盈率25.58倍) [7][8] 重点小盘股ETF - Vanguard Russell 2000 ETF (VTWO) 资产管理规模133亿美元,近六个月上涨29.4% [10] - ProShares Russell 2000 High Income ETF (ITWO) 资产管理规模807亿美元,收益率为14.68%,近六个月上涨26.7% [11] - Global X Russell 2000 ETF (RSSL) 资产管理规模13.4亿美元,近六个月上涨29.2% [11]