Factor Investing vs. Index Funds: Beat The Market (Performance Deep Dive – Vanguard, iShares...)

Описание: Are you looking for an edge in the market? Factor investing is a popular strategy promising potentially higher returns and smarter risk management than traditional index funds. But does it live up to the hype?

In this video, we dive deep into factor investing ETFs, analyzing the performance of key factors like Momentum, Value, Size, Quality, Volatility, Leverage, and Equal Weight over the last 1 and 5 years. We compare these factor ETFs against the S&P 500 and FTSE All World Index benchmarks to see which factors, if any, have delivered superior results.

We break down:
• What is Factor Investing? (and how it differs from market-cap weighted index funds)
• Why Consider Factor Investing? (seeking outperformance & managing risk)
• Key Factors Explained: Momentum, Value, Size, Volatility, Quality, Leverage, Equal Weight
• Performance Analysis: A detailed look at 1-year and 5-year returns of popular Factor ETFs vs. Benchmarks (table included - download below!)
• Crucial Conclusions: Timeframes, market fluctuations, ease of management, and management fees – and why a simple index fund might still be the best choice for many investors.

Is factor investing the smart move to beat the market, or is it just more complicated without guaranteed results? Watch to find out and decide if factor ETFs are right for you!

Download the Performance Table: https://docs.google.com/spreadsheets/...

Sources Used in This Video:
• MSCI - Foundations of Factor Investing: https://www.msci.com/documents/129610...
• Robeco - Factor Investing: The Best Is Yet to Come: https://www.robeco.com/files/docm/doc...
• iShares MSCI USA Momentum Factor ETF (MTUM) - ETF Database: https://etfdb.com/etfs/investment-sty...
• Invesco S&P 500® Momentum ETF (SPMO) - YCharts: https://ycharts.com/companies/SPMO
• Vanguard Value ETF (VTV) - ETF Database: https://etfdb.com/etfs/asset-class/eq...
• SPDR® Portfolio S&P 500 Value ETF (SPYV) - Morningstar: https://www.morningstar.com/etfs/arcx...
• Dimensional US Small Cap ETF (DFAS) - AAII: https://www.aaii.com/etf/ticker/DFAS
• SPDR® Portfolio S&P 600™ Small Cap ETF (SPSM) - Dividend History - ETF Database: https://etfdb.com/etf/SPSM/#dividends
• Cboe Global Markets VIX ETF (VIXY) - YCharts: https://ycharts.com/companies/VIXY
• ProShares Short VIX Short-Term Futures ETF (SVXY) - YCharts: https://ycharts.com/companies/SVYX
• ProShares Ultra S&P500 (SSO) - YCharts:
• https://ycharts.com/companies/SSO
• Direxion Daily FTSE China Bull 2X Shs (CHAU) - YCharts: https://ycharts.com/companies/CHAU
• iShares MSCI USA Quality Factor ETF (QUAL) - YCharts: https://ycharts.com/companies/QUAL
• Invesco S&P 500 Quality ETF (SPHQ) - YCharts: https://ycharts.com/companies/SPHQ
• HSBC FTSE All World Index C Acc - Trustnet: https://www.trustnet.com/factsheets/O...


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