Topic

Stocks

A collection of 51 posts

IVA Research

The Factor Trap

Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.

| 6 min read
Quick Take

Vanguard’s Newest ETFs Ask a Familiar Question: Growth or Value?

Two new ETFs make it easier to tilt your international portfolio—but history shows that picking the winning style is harder than it sounds.

| 2 min read
Quick Take

A PRIMECAP-Run ETF Is on the Way

A longtime mutual fund standout takes its first step into ETFs—on its own terms.

| 2 min read
Quick Take

PRIMECAP’s Next Generation

Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.

| 3 min read
IVA Research

Should You Tilt Foreign Stocks Toward Growth or Value?

A new pair of international ETFs revives an old debate: growth, value—or neither?

| 8 min read
IVA Research

Under the Hood of Vanguard’s Four New Active Funds

Three new ETFs and one overhauled mutual fund. I revisit my first impressions and examine whether the portfolios match the promise.

| 14 min read