As provider of the one of the largest lineups of ETFs, ProShares enjoys broad coverage in the media. Here's what they are saying about ProShares.
(WealthManagement.com : Mar 7, 2017)
WealthManagement.com’s Brad Zigler said ETFs are barometers of market sentiment, noting the relationship between a capitalization weighted ETF and an equal weighted ETF can reveal changes in the breadth in S&P 500 price moves. He cautioned that there are clouds forming on the market horizon and noted, “momentum is shifting in favor of the short sellers.” He said, “This is fertile ground for a ‘130/30’ strategy like the ProShares LargeCap Core Plus (CSM), which instead of limiting exposure to the long side, sells short the stocks with the most negative expected alpha.” He added that CSM has provided “better-than-market” performance over the past year. See CSM performance. Read more.
ETF Trends highlights dividend grower and interest rate hedged strategies in interview with Simeon Hyman.
(ETF Trends : Mar 2, 2017)
At the Inside ETFs conference, ETF Trends’ Tom Lydon talked to ProShares’ Simeon Hyman about investment strategies for the current market—particularly those providing quality equity exposure and those able to mitigate the effects of rising rates. Hyman discussed ProShares’ dividend grower strategies, noting that while the flagship strategy, ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has over $2.5 billion in assets, investors are not limited to large caps. The dividend grower approach has worked very effectively in small- and mid-cap stocks, too. He noted that the while they should be part of an evergreen asset allocation, small- and mid-cap stocks can in the near term help investors take advantage of the pro-growth push of the new administration. And with dividend grower strategies like REGL (mid-cap) and SMDV (small-cap), investors can get quality companies that aren’t as leveraged as many small- and mid-cap companies. Hyman also suggested interest-rate hedged strategies like IGHG (investment grade) and HYHG (high yield) for the rising rate environment expected with Trump’s pro-growth approach. See the video.
(ETF Advisor : Feb 23, 2017)
ETF Advisor contributor Ron DeLegge said, “the idea that highly geared ETFs should be avoided…couldn’t be more wrong.” He noted that there appears to be a total lack of understanding of how leveraged and inverse ETFs are to be used. The problem isn’t the ETFs themselves, but the misapplication of these products by advisors and investors. The solution is not to ban the use of these products (as many firms have done), but to have firm-wide educational programs that teach advisors that leveraged and inverse ETFs should be limited to clients’ non-core investment portfolios. Read more.
(Barron’s : Feb 1, 2017)
Barron’s “Focus on Funds” blog featured the ProShares S&P 500 Dividend Aristocrats (NOBL) as CFRA’s focus ETF of the month. The blog said that even though rates are rising, CFRA’s Todd Rosenbluth argues “these dividend growers will still be attractive, as their managements have strong records over time.” The blog said Rosenbluth noted that the market uncertainty brought on by the aging bull market and new administration “make NOBL timely, given the downside protection and attractive valuation of its holdings.” Read more.
MarketWatch noted TOLZ’s performance in a commentary about the recent rally in infrastructure stocks.
(MarketWatch: Jan 20, 2017)
MarketWatch discussed the recent rally in infrastructure stocks following the presidential election, noting “exchange traded funds focused on the infrastructure, industrials and materials industries were among the biggest advancers in 2016 on the prospect that Trump will push Congress to back spending aimed at fixing…the country’s ‘crumbling infrastructure.’” MarketWatch cited ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) among these ETFs, saying it was up 8.9% last year. See TOLZ performance. Read more.
(ETF Trends : Jan 20, 2017)
ETF Trends’ Max Chen said that in a rising rate environment, bond investors typically gravitate to short-term bonds to diminish interest rate risk. He warned that they’re still subject to rate risk and suggested they “consider interest-rate hedged bond ETFs with a zero duration,” like ProShares Investment Grade—Interest Rated Hedged (IGHG) and ProShares High Yield—Interest Rate Hedged (HYHG). Read more.
U.S. News & World Report highlighted international stocks for portfolio diversification, featuring EFAD.
(U.S. News & World Report: Jan 20, 2017)
U.S. News & World Report featured a number of investment experts, who suggested investors move some of their money to international stocks to diversify their portfolios. In particular, Christian Magoon of Amplify Investments recommended international dividend growth stocks, featuring ProShares MSCI EAFE Dividend Growers ETF (EFAD) as a way to gain exposure to those stocks. He said “dividend growth stocks will perform better if economies shift to a rising interest rate or inflationary environment.” See EFAD holdings. Read more.
(Lipper: Jan 9, 2017)
2016 was a banner year for two ProShares Dividend Growers ETFs. REGL and SMDV earned top marks for performance—REGL ranked # 1 out of 425 mid-cap core mutual funds and ETFs, and SMDV ranked #1 out of 874 small-cap core mutual funds and ETFs. (Source: Lipper, as reported by WSJ, 1/9/2017). See REGL and SMDV performance. Click here to view non-printable PDF.
(Seeking Alpha: Jan 8, 2017)
Seeking Alpha contributor Ploutos highlighted ProShares S&P 500 Dividend Aristocrats ETF (NOBL) while discussing a strategy “for buy-and-hold investors that [has] historically beat the market.” He suggested two factor tilts in an S&P 500 portfolio—the Dividend Aristocrats and equal weighting. He said the Dividend Aristocrats “have produced a return profile exceeding the broader market by 2.4% per annum over the past nearly three decades while exhibiting only three-quarters of the return volatility.” He noted NOBL closely replicates the Dividend Aristocrats. See See NOBL performance. Read more.
(Investment News : Jan 5, 2017)
Investment News columnist John Waggoner said that ProShares Russell 2000 Dividend Growers ETF (SMDV), which invests in small-company stocks with a long history of increasing dividends, was “the top-performing diversified U.S. smart-beta ETF in 2016,” gaining 35.6%. He said Morningstar categorizes SMDV as small company value fund, a category that was “this year’s leader among open-ended funds, gaining an average 25.68%.” See SMDV performance. Read more. (log-in required for access)