Northern Trust International Quality Dividend Dynamic ETF

IQDY

Valor de mercado US$ 106 mi

Investors are developing a taste for value and dividend-based strategies. The July Flash Flows Report from State Street Investment Management (SSIM) was evidence of this predilection after June's global tech rout continued into last month.

FlexShares International Quality Dividend Index Fund and Dynamic receive hold ratings due to liquidity and risk concerns. IQDY is effectively uninvestable given catastrophic liquidity, while IQDF's yield and risk profile fail to justify its smart beta expense premium. Both funds' sector and geographic allocations introduce uncompensated risks, particularly high Financials exposure and significant Asia/Greater China weighting.

Tap into quality with IQDY, ADVE, UEVM and FDL -- ETFs offering lower P/Es than SPY and with yields up to 6.5% amid market uncertainty.

Ahead of World Health Day on Apr 7, 2024, we prescribe 3 high-quality ETFs and stocks that may offer you solid gains in the current tumultuous market conditions.

When preparing a winning meal, careful selection of the right ingredients is paramount. The same can be said about building a winning investment portfolio.