11 articles filed under ETF, newest first.
Tema Space Innovators ETF (ticker: NASA) holds SpaceX via an SPV — the only public fund giving retail investors real space-economy exposure including the world's most valuable private company. Full analysis of holdings, risks, and how it fits a portfolio.
ARKK ARK Innovation ETF is not a typical ETF—it's an actively managed fund in ETF form, run by Cathie Wood on a disruptive innovation thesis. This guide examines the active-passive tradeoff, ARKK's structural risks, and when it belongs in a portfolio.
IWM iShares Russell 2000 ETF gives you a different economic cycle than tech-heavy large-cap funds. This guide covers what drives small-cap outperformance, how interest rates affect IWM specifically, and how to size it alongside XLK and SOXX.
VanEck's SMH Semiconductor ETF runs 25 holdings under pure market-cap weighting, making it more concentrated than SOXX in NVDA and TSMC. This guide explains when that concentration is an advantage and when it is a liability.
A practitioner's guide to SOXX iShares Semiconductor ETF: how the ICE Semiconductor Index's modified-cap weighting differentiates it from SMH, when to add exposure, and how to read semiconductor cycle signals for position sizing.
A practitioner-level analysis of XLK Technology Select Sector SPDR ETF—its cap-weighted concentration in NVDA, MSFT, and AAPL, comparison with QQQ, and how to size it within a broader portfolio in 2026.
Utilities were supposed to be boring. AI data center electricity demand and the rate cycle have made XLU one of 2026's more interesting sector positions. Here's the practitioner case for and against it.
XLE puts roughly 40% of your bet on XOM and CVX. Before that trade, understand the sub-sector dynamics, crude price scenarios, refining margins, and the 20-year energy transition that incumbents are navigating.
XLF gives investors the entire U.S. financial sector in one trade — but its top-two holdings dominance and complex rate relationship deserve scrutiny. A practitioner's breakdown for 2026.
iShares HYG offers junk bond exposure in a liquid ETF wrapper — but its equity-like drawdowns in recessions undermine the 'bond' label. A practitioner breakdown of spreads, defaults, scenarios, and portfolio fit.
A practitioner's guide to iShares TLT — covering modified duration mechanics, three macro scenarios, tax treatment for international holders, and the portfolio role of 20+ year U.S. Treasury exposure.