As provider of one of the largest lineups of ETFs, ProShares enjoys broad coverage in the media. Here's what they are saying about ProShares.
(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)
(ETF Trends : Jan 4, 2017)
ETF Trends’ Tom Lydon said there’s evidence in the economy that the “Fed has to continue to move.” He noted that if the Fed does move, that adds to the “threat of rising rates.” He said investors “should think about hedging in some areas” and recommended ProShares Investment Grade—Interest Rate Hedged (IGHG), which “shorts Treasuries within a corporate bond portfolio.” Read more.
Investor’s Business Daily said SMDV and REGL performance topped their respective categories in 2016.
(Investor’s Business Daily: Jan 3, 2017)
Investor’s Business Daily’s Aparna Narayan did an overview of the performance of exchange traded funds over the past year. While many exposures to the stock market through ETFs outperformed their benchmarks, Narayan noted that “even more impressive was the performance of specialized ETF strategies.” She highlighted ProShares Russell 2000 Dividend Growers ETF (SMDV) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL), which “jumped more than 30% apiece in 2016 to become the top diversified ETFs of 2016 in their respective categories.” See SMDV and REGL performance. Read more.
(ETF Trends: Dec 29, 2016)
ETF Trends’ Brenton Garen said the U.S. dollar has been so strong that some currency traders have suggested it may hit parity with the euro this year. Garen observed that euro weakness would benefit ProShares UltraShort Euro (EUO), which he called “one of the largest currency ETFs trading in the U.S.” Read more.
(TheStreet: Dec 14, 2016)
TheStreet said that “now’s the time to hedge your portfolio” noting “many analysts are turning pessimistic, citing political risks, excessive valuations and insufficient earning growth.” To hedge against a potential market crash in 2017, TheStreet highlighted six ProShares inverse ETFs that sell short specific market indexes, recommending ProShares Short S&P500 (SH) “if you’re undecided about which inverse ETF to choose.” TheStreet noted that “these ETFs aren’t suitable for buy-and-long, long-term investments,” but are instead “trading vehicles to capitalize on temporary market imbalances.” Read more.
(ETF.com: Dec 7, 2016)
In an ETF.com article about the top U.S. dividend ETFs, ProShares Russell 2000 Dividend Growers ETF (SMDV) was ranked as the top performer, with a year-to-date return of 30.5%. ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) ranked fifth, with a return of 26.4%. See SMDV and REGL performance. Read more.
(ETF Trends: Nov 28, 2016)
ETF Trends’ Max Chen reported the upcoming delisting of the popular VelocityShares ETNs, UWTI and DWTI, which provide 3x leveraged and inverse exposure to crude oil. Chen said that there are alternative investments in the market that allow oil traders to get leveraged and inverse exposure to the energy market. He highlighted ProShares Ultra Bloomberg Crude Oil ETF (UCO) and ProShares UltraShort Bloomberg Crude Oil ETF (SCO), which provide 2x leveraged and inverse exposure to crude oil. Read more.
(Barron's: Nov 28, 2016)
Barron’s features ProShares S&P 500 Ex-Sector ETFs and quotes ProShares CEO Michael Sapir in its “ETF Focus” column on alternative investing. Columnist Lewis Braham discusses the alternative investing philosophy of Toronto-based finance professor, Moshe Milevsky, who says an investor’s career—or “human capital”—is often his or her biggest asset. Robert Finley of Virtue Asset Management takes the philosophy a step further, comparing clients’ employers with their industry sectors, and underweighting sectors that have high correlations to clients’ careers. Braham says that “to keep things simple” investors should consider ProShares S&P 500 Ex-Sector ETFs, which exclude an S&P 500 sector. He quotes ProShares CEO Michael Sapir, who says “there’s a high level of correlation between individual companies and the sector they’re in.” Read more.
(FTSE Russell blog : Nov 16, 2016)
FTSE Russell’s blog highlighted the strong performance of small-cap dividend growth stocks. It noted the Russell 2000 Dividend Growth Index, which is tracked by the ProShares Russell 2000 Dividend Growers ETF (SMDV), outperformed the Russell 2000 over the past year. Simeon Hyman of ProShares said the performance difference between the Russell 2000 Dividend Growth Index and the Russell 2000 Index “demonstrates the power of dividend growth in small caps.” See SMDV performance. Read more.
(Barron's : Oct 29, 2016)
Barron’s reporter Sarah Max explained a number of challenges investors face when investing in commodities exchange traded products, including the tax treatment some receive. Max said that some commodity funds are structured as commodity pools and taxed as partnerships. This means investors need to deal with Schedule K-1 tax forms, which adds “another layer of tax complexity.” Noting that many investors “dread getting a K-1,” Max said that ProShares offers the ProShares K-1 Free Crude Oil Strategy ETF (OILK), the only U.S. ETF that offers exposure to oil with no K-1. Read more (subscription required for access).
(ETF Trends : Oct 26, 2016)
ETF Trends’ Max Chen suggested investors consider VIX ETFs “to hedge potential political risks, instead of relying on safe-haven plays like Treasuries or gold.” He said ETFs that track the VIX, which measures expected stock market volatility, may “allow investors to profit during rising volatility or hedge against short-term turns.” He highlighted ProShares VIX Short-Term Futures ETF (VIXY) and ProShares Ultra VIX Short-Term Futures ETF (UVXY) among these ETFs. Read more. Read more.
(Investor's Business Daily: Oct 14, 2016)
Investor's Business Daily featured investing ideas from three investment strategists, including Simeon Hyman of ProShares. Hyman suggested ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for potential long-term equity outperformance and downside mitigation. He highlighted ProShares DJ Brookfield Global Infrastructure (TOLZ) based on the presidential candidates' agreement about the need for more government spending on infrastructure. He also cautioned about the risk of rising rates regardless of Fed action. He highlighted ProShares Investment Grade—Interest Rate Hedged ETF (IGHG) and ProShares High Yield—Interest Rate Hedged ETF (HYHG), which have built-in hedges against the effects of rising rates. Read more.
(ETF Trends: Oct 5, 2016)
ETF Trends’ Tom Lydon said that while investors don’t usually associate small-cap stocks with income-generating potential, there are many small-cap stocks that pay dividends, and they’re accessible via ETFs like ProShares S&P 500 Russell 2000 Dividend Growers ETF (SMDV). SMDV invests in Russell 2000 stocks that have grown dividends for at least 10 consecutive years. Lydon said the index SMDV tracks “includes quality, dividend-growing companies that have delivered higher return on equity compared to other small-caps…without sacrificing earnings per share growth.” Read more. Read more.
(Investor's Business Daily : Sep 30, 2016)
Investor’s Business Daily’s Nancy Gondo said there are many ETFs that can generate steady income from stock dividends and bond interest. For stock dividends, there are ETFs that invest in the highest yielding stocks and ETFs that invest in stocks that increase dividends every year. Gondo cautioned that while the highest yielders can bring big payouts, if the quality of the holdings declines, their prices could take a hit when markets get rough. She said “only top quality companies can increase payouts year after year.” Among dividend growth ETFs, Gondo highlighted ProShares S&P 500 Dividend Aristocrats ETF (NOBL), which focuses on stocks that have raised their dividend every year for 25 years or more. See NOBL yield and performance. Read more.
(ETF.com: Sep 29, 2016)
ETF.com said that while it's impossible to know whether the next Federal Reserve rate hike will cause "a rally in interest rates (and sell-off in bonds)…there are many tools available in the ETF world to minimize the impact of higher rates, or even capitalize on them." Among these tools, ETF.com suggested inverse bond ETFs such as ProShares Short 20+ Year Treasury ETF (TBF). ETF.com also recommended ETFs that attempt to reduce duration by holding long and short positions in bonds, like ProShares High Yield-Interest Rate Hedged ETF (HYHG), which shorts Treasurys to hedge a portfolio of high yield bonds. See IGHG, HYHG and TBF performance. Read more.
(ETF Trends : Sep 29, 2016)
ETF Trends featured an interview with Simeon Hyman, head of investment strategy for ProShares. Hyman highlighted ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) in a discussion about dividend growth in emerging markets, calling dividend growth a compelling “evergreen strategy.” Hyman said ProShares applies the same approach for EMDV as it does for its domestic dividend growth ETFs, focusing on the companies with the longest track records of dividend growth. He said that focus boils down to 57 stocks out of over 800 in the MSCI Emerging Markets Index, noting that the strength of the dividend growth strategy comes from stock selection. He also said that while dividend growth strategies tend to trade at a premium to the underlying market, EMDV is currently trading at an approximately 15% discount to the MSCI Emerging Markets Index. Watch the video.
(MarketWatch: Sep 29, 2016)
MarketWatch said both Hillary Clinton and Donald Trump "have called for massive investments in infrastructure," which has resulted in a "huge boom for exchange-traded products that track infrastructure-related stocks." Among these ETFs, MarketWatch highlighted ProShares DJ Brookfield Global Infrastructure ETF (TOLZ), which is "up 14.3% this year." See TOLZ performance. Read more.
(Barron's: Sep 26, 2016)
Barron’s featured investment recommendations by advisor Brian Holmes of Los Angeles-based Signature Estate & Investment Advisors. Barron’s said Holmes is “shifting some fixed-income money into dividend-paying equities and alternatives” in response to the “very overpriced” bond market. Holmes said dividend stocks are a “mixed bag,” with “sectors such as utilities already overvalued.” He recommended ProShares S&P 500 Dividend Aristocrats ETF (NOBL), which tracks S&P 500 companies that have increased their dividends every year for 25 consecutive years. Holmes called NOBL a “promising payout play,” noting that it’s up 12% in 2016. See NOBL performance. Read more.
(Bloomberg Radio: Sep 21, 2016)
On Bloomberg Radio's "Taking Stock" program, ProShares investment strategist Kieran Kirwan discussed what "Smart Beta" strategies are and how investors use them in a portfolio. He said there are two ways to think about Smart Beta. One is a strategy that doesn't rely on market cap weighting, like an equal-weighting strategy. The other is a strategy that focuses on a specific factor that drives returns over time, like volatility or dividends. Kirwan said dividend-focused Smart Beta strategies have been particularly popular. With rates so low, investors have looked to dividend strategies for income. He added Smart Beta can be used to enhance returns, reduce risk or gain exposure to a specific factor. Listen to podcast.
(ETF Trends: Sep 9, 2016)
Tom Lydon of ETF Trends said the markets recently "soured on speculation of a possible Federal Reserve interest rate hike as soon as this month." He noted that while rising rates might have a dampening effect on the markets, "some market segments may flourish." He highlighted "hedged bond ETFs that take short exposure in Treasury bonds to achieve a zero duration," like ProShares Investment Grade-Interest Rate Hedged ETF (IGHG). He said they could outperform non-hedged bond ETFs. Read more.
(ETF.com: Sep 9, 2016)
ETF.com’s Cinthia Murphy compares two different dividend ETFs–one focused on high-yielding stocks (DVY) and one focused on the dividend aristocrats, companies that have increased their dividend payments for 25 consecutive years (NOBL). Murphy says that while both ETFs have delivered income and growth to investors and have outperformed the S&P 500 with lower volatility over the past three years, their approaches are very different. Murphy notes that DVY's approach, which requires five years of dividend growth and is dividend yield-weighted, is heavily tilted towards utilities and financials. She says NOBL, which requires a long track record of dividend growth and equally weights stocks, is more diversified. She recommends "looking under the hood before picking the right ETF for your needs." See NOBL performance. Read more.
(Fox Business: Aug 29, 2016)
Fox Business featured Tom Lydon of ETF Trends discussing the benefits of ETFs over actively managed funds. Lydon highlighted dividend growth ETFs among ETFs he particularly likes, citing NOBL as one of the most popular of these ETFs. See NOBL performance. Watch the video (segment follows brief advertisement).
(Investment News: Aug 25, 2016)
Investment News said dividend stocks have been "praised as a replacement for bond income" but noted, "all income is not the same." Market strategist Doug Cote discussed the "desperate hunt for yield," saying investors are "trading off current income for future income." Portfolio manager Jim Russell advocates focusing on dividend growth. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) was cited as a "way to allocate to dividend growers." Read more (registration required for access).
(CNBC: Aug 19, 2016)
CNBC "Power Lunch" featured a segment on investing in dividend stocks, noting that valuations are quite high. Simeon Hyman agreed that this may be so for investors stretching for yield, as high dividend yield stocks may be at risk if rates rise. He made the case for dividend growth stocks, which tend to be companies with strong fundamentals, which can persevere when times get tough. Hyman noted that these dividend growth stocks—such as those held by NOBL—continued to grow earnings in the first quarter when we were in an earnings recession. He noted that we're seeing a turnaround in the earnings story and that for dividend growth stocks, current valuations may be justified. Watch the video (segment follows brief advertisement).
(ETF Trends: Aug 18, 2016)
ETF Trends noted the popularity of the dividend growth style this year, saying investors "need not limit themselves to domestic markets as there are international dividend growth strategies as well." ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) was featured among ProShares' lineup of six dividend growers ETFs, "which includes the popular ProShares S&P 500 Dividend Aristocrats ETF (NOBL)." See EMDV performance. Read more.
(MoneyLife: Aug 18, 2016)
On the MoneyLife podcast with Chuck Jaffe, ETF Trends' Tom Lydon featured ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as "ETF of the Week." Jaffe noted that NOBL has been gaining a significant amount of assets and has outperformed the S&P 500 in the last year. Lydon said that performance can be attributed to NOBL's focus on stocks that have increased their dividends every year for a very long time. He suggested asset allocators move 5-10% of their S&P 500 exposure into NOBL; he suggested investors with money on the sidelines consider NOBL. See NOBL performance. Listen to podcast.
(MoneyLife: Aug 12, 2016)
MoneyLife podcast featured Simeon Hyman discussing the merits of dividend grower ETFs on "The Big Interview" segment. Host Chuck Jaffe mentioned the amount of attention dividend grower funds have been getting lately and wondered if the time to invest in them has already passed. Hyman said that low interest rates have supported high multiples with little or no growth. He added that though we've been in an earnings recession overall, dividend growth stocks like those held in NOBL (Dividend Aristocrats), have delivered respectable growth, justifying current multiples. Hyman also noted that the Dividend Aristocrats have outperformed the S&P 500 in 90% of rolling periods, so you don't need to time the market with a fund like NOBL. He said investors should think about dividend growth not only in the large cap space, but in the mid- and small-cap space as well as international. See NOBL performance. Podcast no longer available.
(Barron's: Aug 1, 2016)
Barron's said many dividend ETFs have outperformed the S&P 500 over the past 12 months, mostly because of their large allocations to utility stocks, which pay high dividend yields and which have appreciated significantly this year. Barron's cautions that investors could be in for a shock when utilities go out of favor, saying that when interest rates rise, "utility-filled funds could get hit hard." Barron's suggests investors focus more on dividend growth funds, like ProShares S&P 500 Dividend Aristocrats ETF (NOBL), which have less interest rate risk because they focus on companies with a long history of raising their dividends. ProShares' head of investment strategy, Simeon Hyman, is quoted saying the strategy "has more of an evergreen flavor" than the high-yield dividend approach. Read more (subscription required for access).
(MoneyLife: Jul 28, 2016)
On the MoneyLife Show podcast with Chuck Jaffe, ProShares Russell 2000 Dividend Growers ETF (SMDV) was featured as "ETF of the Week." Jaffe discussed SMDV's strong performance, noting that it recently ranked #1 in Morningstar's small-cap value category. ProShares' Simeon Hyman explained that this strong performance is a good manifestation of SMDV's dividend growth strategy, which, though usually associated with large-cap stocks, works well across other capitalizations. SMDV includes 59 stocks that have been growing dividends and delivering better results than the underlying Russell 2000. Jaffe asked about concentration and volatility risk and Hyman replied that in fact, SMDV's dividend growth strategy has made it less volatile than the overall small-cap market. That's because dividend growers are typically high-quality companies, whose ability to deliver dividend growth comes from underlying earnings and cash-flow growth. See SMDV yield and performance. Listen to the podcast (skip to 8:00 minute mark).
(TheStreet: Jul 11, 2016)
TheStreet featured a video interview with ProShares' Simeon Hyman by reporter Gregg Greenberg focusing on ProShares dividend growth ETFs NOBL, REGL and SMDV. Hyman said that while we're currently in an earnings recession, the 50 companies in the S&P 500 Dividend Aristocrats Index—companies that have increased their dividend every year for at least 25 years—are generating 2% positive earnings growth. He said companies that have long track records of paying and growing dividends are the most likely to sustain that dividend growth going forward. Noting that the S&P 500 Dividend Aristocrats Index has outperformed the S&P 500 in over 90% of the rolling periods since its inception, he added that the same dividend growth screen has been applied effectively to other markets, like mid cap and small cap. He said the ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and ProShares Russell 2000 Dividend Growers ETF (SMDV) have both had a great year, outperforming their respective broader markets with lower volatility. See NOBL, REGL and SMDV performance. Watch the video (follows brief advertisement).
Barron's recommends dividend growth stocks to get quality, citing NOBL as a way "to benefit from" them.
(Barron's: Jul 11, 2016)
Barron's "Digital Investor" columnist Mike Hogan said the current "revenue-cum-earnings recession" is a good time to get into quality stocks, noting persistence of dividend growth is an easy way to spot quality. He quoted S&P Capital IQ's Sam Stovall, who said the S&P 500 is "coping with its fourth successive quarterly earnings decline on top of an even longer period of revenue malaise" and "now's a good time to rotate into safety." Stovall noted the S&P 500 Dividend Aristocrats Index has handily outperformed the S&P 500 from the beginning of 2000 to the end of June with a lot less volatility. He said a way to "benefit from these... stocks" is the ProShares S&P 500 Dividend Aristocrats (NOBL). See NOBL yield and performance. Read more (subscription required for access).
Motley Fool said investors consider the Dividend Aristocrats "ideal investments" for income portfolios; recommended NOBL.
(Motley Fool: Jul 1, 2016)
Motley Fool said investors are increasingly considering the S&P 500 Dividend Aristocrats—companies that have increased their dividend payments for at least 25 consecutive years—"ideal investments to own in income portfolios." Contributor Todd Campbell said that in the context of June's Brexit sell-off "while individual Dividend Aristocrats are attractive... the best bet for investors might be the ProShares S&P 500 Dividend Aristocrats ETF (NOBL)." Read more.
(MoneyLife: Jun 30, 2016)
On the MoneyLife podcast with Chuck Jaffe, ETF Trends' Tom Lydon featured ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as "ETF of the Week." Lydon noted that dividend-oriented ETFs have become among the most popular "smart beta" or factor-oriented ETFs. He highlighted ProShares suite of dividend grower ETFs, which only invest in stocks that consistently grow their dividends. Lydon noted that REGL is the mid-cap version of the popular large cap ETF, NOBL, adding that mid-cap stocks have outperformed large caps over time. He suggested investors who are overweight large caps consider moving some money into dividend-oriented mid caps with a consistent strategy, like REGL. See REGL yield and performance. Listen to podcast (skip to 9:00 minute mark).
(ETF Trends: Jun 24, 2016)
On ETF Trends, S&P's Todd Rosenbluth says that following the Brexit vote, investors should "look closely at mid- and small-cap dividend paying securities." He recommends ProShares S&P MidCap 400 Dividend Aristocrats (REGL), which "holds 46 companies that have raised their dividends for 15 or more consecutive years," noting that "dividend-growth focused ETFs remain appealing, particularly as the flight to safety has pushed down bond yields." Read more.
(Bloomberg: Jun 24, 2016)
Bloomberg says investors spooked by the economic and financial uncertainty unleased by the Brexit vote, should "keep calm and carry on." Bloomberg quotes advisor Ian Weinberg, who says older investors should assess the risk and reward their international holdings represent and "consider looking at other assets in the U.S. that have better risk and reward parameters." He recommends U.S. companies with a "long and strong history of dividend increases and good cash flow returns" and favors ProShares S&P 500 Dividend Aristocrats ETF (NOBL). Read more.
(The Wall Street Journal: Jun 17, 2016)
The Wall Street Journal reported a sharp rise in stock-market volatility as investors grapple with "Brexit," a British vote on whether to leave the European Union, and said the futures market is signaling "volatility is here to stay." The Wall Street Journal said investors who expect volatility to continue rising are buying short-term volatility ETFs, noting the ProShares Ultra VIX Short-Term Futures ETF (UVXY) "had the most assets since its 2010 inception" last Monday. Read more (subscription required for access).
(Bloomberg: Jun 16, 2016)
Bloomberg's Eric Balchunas said the fear of rising rates has "taken a back seat to... the fear of a collapse in the stock market." He commented on the substantial flows into ProShares UltraShort S&P 500 ETF (SDS) and ProShares Short S&P 500 ETF (SH) as investors look to "stock-proof their portfolios," noting SDS has "regained its former status as the largest leveraged ETF." Read more.
(Seeking Alpha: Jun 16, 2016)
Seeking Alpha contributor Ploutos said dividend investors that "chase the highest dividend yielding stocks in an effort to boost income... end up sacrificing growth in their principal," since these stocks "have delivered inferior risk-adjusted returns over long time periods." He recommends investors look for "consistent and stable dividend growth," noting that the Dividend Aristocrats, the stocks in the S&P 500 that have paid dividends for at least 25 years, have "produced higher returns than the market with lower volatility." Investors can look to ProShares S&P 500 Dividend Aristocrats ETF for access to these stocks. Read more.
(Investor's Business Daily: Jun 10, 2016)
Investor's Business Daily highlighted growing uncertainties in the global markets, noting that Blackrock Chief Investment Strategist Richard Turnhill "favors dividend growers in an unstable environment." The author said dividend growers can be found in an exchange trade fund such as ProShares S&P 500 Dividend Aristocrats (NOBL), which invests exclusively in S&P 500 companies with the longest track records of year-over-year dividend growth. Read more.
(USA Today: Jun 6, 2016)
USA Today columnist Matt Kranz said that when markets get rocky, investors cling to dividends. He noted that of the 11.8% return the S&P 500 has generated since 1988, nearly a quarter has come from dividends. He warned against chasing after stocks with the highest yields, however, questioning whether companies can keep the payments up. He recommended ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for "investors looking for diversification and stability," noting the fund invests in companies that "have increased dividends each of the past 25 years." See NOBL performance and yield. Read more.
(ETF Trends: May 27, 2016)
ETF Trends' Max Chen said ETFs that track small- and mid-cap companies are starting to "race ahead." Chen noted smaller capitalization stocks are capitalizing on the risk-on sentiment following the Fed's statement that it would raise interest rates two times later this year. He said small-caps can "still navigate through a slowly rising rate environment" because they're less exposed to a stronger U.S. dollar as rates rise. He added mid-caps have a "lower reliance on multinational sales" than large-caps. He cited ProShares S&P MidCap Dividend 400 Dividend Aristocrats (REGL) among "the best performing mid-cap ETFs this quarter." See recent REGL performance. Read more.
(Fox Business: May 25, 2016)
Fox Business featured an article by Tom Lydon of ETF Trends that recommended investors hedge against rising rates with a zero-duration or rate-hedged strategy. Lydon said rate-hedged bond ETFs mitigate the negative effect of rising rates by shorting Treasury futures to reduce overall duration. Highlighting ProShares Investment Grade—Interest Rate Hedged ETF (IGHG) and ProShares High Yield—Interest Rate Hedged ETF (HYHG), Lydon added: "the near zero-duration target should help an interest-rate-hedged ETF outperform its non-hedged options if rates continue to rise." See IGHG and HYHG performance. Read more.
(CNBC: May 20, 2016)
CNBC's "Squawk Box" program featured Simeon Hyman, ProShares' head of investment strategy, commenting on company earnings amid low interest rates. Hyman said that with rates so low, you don't need a lot of earnings to support a higher multiple, but you still need some. He observed that during the current earnings recession, the few companies that have delivered earnings growth of more than 2%, such as dividend growth names, "represent an elite group." Watch the video.
(Barron's: May 16, 2016)
Barron's featured active trader, Mohit Bajaj of WallachBeth Capital, who recommend inverse ETFs for hedging against a market downturn, saying they "can be an effective tactical hedge for investors concerned about near-term portfolio risks." He highlighted ProShares ETFs Short S&P500 (SH), Short MidCap400 (MYY) and Short Russell2000 (RWM), noting the "cost of this kind of insurance is surprisingly affordable." Read more. (subscription required for access)
(OnWallStreet: May 11, 2016)
OnWallStreet said small-cap dividend-paying stocks outperformed small-cap non-payers and the Russell 2000 index over the long term, citing research by small-cap manager Royce & Associates. ProShares Russell 2000 Dividend Growers ETF (SMDV) was highlighted as offering access to small-cap dividend growers and delivering superior performance recently. See recent SMDV performance. Read more.
(Investor's Business Daily: May 2, 2016)
Investor's Business Daily Aparna Narayan says value stocks may be making a comeback, but cautions against going all in growth or value, suggesting dividend growth stocks as a middle ground. She notes dividend growers "can provide the right combination of value and growth" because they tend to have financial strength and stable earnings growth. Narayan recommends dividend growth ETFs, such as ProShares S&P 500 Dividend Growers ETF (NOBL). She notes dividend growth stocks have historically offered higher average returns than the S&P 500 with less risk. Read more.
(Money: May 1, 2016)
Money's Paul Lim lays out five rules for identifying stocks that will provide your portfolio "safe passage" when markets get rough. He says investors have traditionally turned to "rock-solid shares of the biggest dividend-paying companies—firms destined to dominate their industries for years." He recommends favoring dividend growth over high yields, and recommends ProShares S&P 500 Dividend Aristocrats (NOBL) as a way to invest in dividend growth stocks. Read more.
(ETF Trends: Apr 27, 2016)
ETF Trends' Max Chen says that high-yield dividend ETFs "offer attractive yields for the income-strapped investor," but cautions that the higher payouts "come with risks" and may be unsustainable, such as those coming from "a beleaguered energy sector." Chen notes that many high-yield dividend ETFs have large tilts toward the energy sector. He suggests investors "look to dividend growth ETFs that focus on quality companies with a history of growing dividends," like the ProShares S&P 500 Dividend Aristocrats ETF (NOBL). He notes NOBL includes companies that have increased dividends for at least 25 consecutive years and has an energy sector weight of less than 5%. See NOBL yield and holdings. Read more.
(MoneyShow.com: Apr 25, 2016)
MoneyShow.com contributor Jimmy Mengel recommends Dividend Aristocrats—companies that have raised their dividends consistently for long periods—as "ironclad investments in times of uncertainty in the market." He suggests ProShares S&P 500 Dividend Aristocrats ETF (NOBL) and ProShares Russell 2000 Dividend Growers ETF (SMDV) among "Three Ways to Buy Dividend Aristocrats." See NOBL performance and yield. See SMDV performance and yield. Read more.
(ETF Trends: Apr 21, 2016)
ETF Trends highlighted ProShares Dividend Growers ETFs among the best performing strategies in three key equity categories, noting these ETFs "may be a better way for investors to capture the three market capitalization asset categories." ProShares Russell 2000 Dividend Growers ETF (SMDV) took the top spot among 794 small-cap mutual funds and ETFs, returning 8.4% as of March 31, 2016, compared with a decline of 1.8% for the Russell 2000. ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) was the second best performer among 410 mid-cap mutual funds and ETFs, returning 9.2% over the same period, versus 3.4% for the S&P MidCap 400. And ProShares S&P 500 Dividend Aristocrats ETF (NOBL) was the fourth best performer among 867 mutual funds and ETFs, gaining 6.4% compared with 0.8% for the S&P 500. See SMDV, REGL and NOBL performance. Read more.
Financial Planning recommends the S&P 500 Dividend Aristocrats for return potential, citing NOBL for access.
(Financial Planning: Apr 13, 2016)
Financial Planning's Joseph Lisanti suggests dividend-increasing stocks can lead to superior total returns. He notes the S&P 500 Dividend Aristocrats Index, which includes companies with at least 25 years of annual dividend increases, had a cumulative total return of 361% from December 31, 1999 through March 24, 2016 vs. the S&P 500's total return of 89%. He also notes the Aristocrats had a lower standard deviation than the S&P 500. He says that the S&P 500 Dividend Aristocrats is an equal-weighted index, "which reduces the potential overweighting of bubble stocks," adding that investors can get access through the ProShares S&P 500 Dividend Aristocrats ETF (NOBL). See recent NOBL performance. Read more (registration required for access).
(ETF Database: Apr 12, 2016)
ETF Database' Aaron Levitt names HDG among hedge fund strategy ETFs investors should consider for their portfolios. Levitt says the "ETF boom has unlocked hedge funds and alternatives for the masses." He notes their low correlations to traditional asset classes and suggests "investors looking for more diversification and consistent returns may want to just dabble with a dose of liquid alternatives." Among the top 10 hedge fund ETFs to consider, he cites ProShares Hedge Replication ETF (HDG), a "one-stop shop for broad hedge fund exposure." Read more.
(SeekingAlpha: Apr 12, 2016)
SeekingAlpha contributor Sarfaraz Khan says that uncertainty is "likely here to stay," and recommends that in the seesawing market, investors "focus on buying dividend stocks that can generate (a) fairly reliable stream of income irrespective of share price movements." He suggests investors start with "companies that have consistently grown their dividends over the last 25 years," noting that these well-established companies "continued to reward income seeking investors with higher payouts, even during the global financial crisis." He recommends ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for access to these companies. See NOBL yield, performance and holdings. Read more.
(Bloomberg Radio: Apr 12, 2016)
On Bloomberg Radio, Sam Stovall, U.S. equity strategist at S&P Capital IQ, discusses the features, benefits and valuation of ProShares S&P 500 Dividend Aristocrats ETF (NOBL). Host Catherine Cowdery notes NOBL's assets, which have grown to more than $1.6 billion, year-to-date performance and current dividend yield. See recent NOBL performance and SEC yield. Listen to the interview.
(ETF.com: Apr 7, 2016)
ETF.com said that among new sector-related ETF launches, the ProShares Ex-Sectors ETFs, which offer core exposure to the broader market except for certain sectors (energy, health care, financials, technology), "seem to be the most unique." Contributor Paul Britt said, "these funds could benefit investors with a large exposure to certain sectors because they work in a particular industry and may already have a lot of company stock." Contributor Christian Magoon said he's "really intrigued" by these funds, and sees them as a "way to hedge or express an opinion on a market segment, since big moves in the S&P 500 are often caused by individual sectors." Read more.
(Maudlin Economics: Apr 5, 2016)
Maudlin Economics' Tony Sagami says data points toward an increase in inflation and interest rates are likely heading higher. He recommends ProShares Investment Grade—Interest Rate Hedged ETF (IGHG) among "a new breed of ETFs designed to prosper when interest rates are rising." He notes IGHG seeks to achieve an overall duration of zero. Read more.
(Equities.com: Mar 31, 2016)
Equites.com featured an interview with Sam Stovall about where dividend investors should look for opportunities given the Fed's dovish stance. Stovall recommended the Dividend Aristocrats, which are predominantly S&P 500 companies that have consistently raised their dividends in each of the last 25 years. He said, "When the seas get rough, sailors prefer a larger and better-made boat, and Dividend Aristocrats definitely fall into that category." He noted that for these companies to maintain such a track record of dividend growth, they have to have high quality earnings as well. He cited ProShares S&P 500 Dividend Aristocrats (NOBL) and ProShares MidCap 400 Dividend Aristocrats (REGL) among three ETFs that provide access to the Dividend Aristocrats. Read more.
(Financial Times: Mar 30, 2016)
Financial Times' Joe Rennison says investors are questioning the rebound in the U.S. stock markets and buying leveraged volatility ETFs, which offer the prospect of high returns when market volatility goes up. Rennison notes flows into ProShares Ultra VIX Short-Term Futures ETF, which has grown from 7 million shares outstanding in mid-February to 40 million at the end of March. Read more. (subscription required for access)
ETF Trends said alternative ETFs are outperforming traditional hedge funds, highlighting ALTS, RALS and MRGR.
(ETF Trends: Mar 24, 2016)
ETF Trends' Max Chen said ETFs that track alternative strategies or replicate hedge fund strategies are starting to outperform the traditional hedge funds they are attempting to mimic, citing a Goldman Sachs study of liquid alternatives and hedge fund indexes. Chen highlighted ETFs like ProShares Morningstar Alternatives Solution ETF (ALTS), ProShares RAFI Long/Short ETF (RALS) and ProShares Merger ETF (MRGR), among others, as a way to access alternative strategies. He said, "these strategies are doing exactly what they were made for, diminishing volatility." For recent performance, see ALTS, RALS and MRGR. Read more.
(TheStreet: Mar 21, 2016)
TheStreet featured an interview with Simeon Hyman highlighting ProShares S&P 500 Dividend Aristocrats ETF (NOBL), ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL), and ProShares Russell 2000 Dividend Growers ETF (SMDV). Interviewer Gregg Greenberg noted the ETFs' performance so far this year, saying NOBL is up 6% in 2016, REGL is up 7.8% and SMDV is up 4.6% compared to parent indexes that are flat, down, or up only slightly. Hyman said over the long run companies that have grown their dividends have outperformed those that haven't. He noted REGL provides investors an opportunity to get many of the same characteristics of large-cap dividend stocks in the often-overlooked mid-cap space. He added SMDV offers investors companies with P&Ls that look like Russell 2000 Growth and quality balance sheets that look like Russell 2000 Value. For standardized performance, see NOBL, REGL, and SDMV. Read more.
(ETF Trends: Mar 21, 2016)
ETF Trends' Max Chen said interest-rate-hedged bond ETFs are beginning to outperform, as Treasury yields have risen and market volatility has dissipated. Chen said that zero-duration and interest-rate-hedged ETFs "have done their job and outperformed the non-hedged bond funds," highlighting ProShares Investment Grade-Interest Rate Hedged ETF (IGHG) among those ETFs. Read more.
(InvestorPlace: Mar 17, 2016)
InvestorPlace says more than 80% of the S&P 500 pays a dividend, but far fewer stocks are dividend aristocrats, "the cream of the crop of dividend stocks." ProShares S&P 500 Dividend Aristocrats ETF (NOBL) is recommended among ETFs that offer access to dividend aristocrats indexes. NOBL "mandates its holdings have payout increase streaks of at least 25 years." Read more.
(TheStreet: Mar 16, 2016)
TheStreet's Jonas Elmerraji says "when stocks go sideways, dividends matter." He highlights ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as one that "owns large, consistent dividend payers." He notes that NOBL "is up 3.4% so far" this year. See NOBL performance and holdings. Read more.
(ETF Trends: Mar 11, 2016)
ETF Trends contributor Corey Hoffstein of Newfound Research stresses the importance of quality in dividend ETF portfolios, noting "the quality of a company... has a bearing on its ability to maintain a dividend going forward" and "dividend cuts are often signals of underlying profitability or operational issues." He cites NOBL among ETFs that invest in companies that have consistently increased their dividends and adds: "historically, high quality stocks have outperformed low quality stocks by a significant margin." Read more.
(Kiplinger's Personal Finance: Mar 1, 2016)
Kiplinger's Personal Finance's James Glassman says the best income strategy in the current low-rate environment is to "leaven your portfolio with stocks that pay solid dividends." He notes some companies have "spectacular records of increasing their dividend payout year in and year out." He recommends ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as a way to get access to "companies that have increased their payouts for at least 25 years." See NOBL's holdings. Read more.
(ETF Trends: Feb 22, 2016)
The European Central Bank's loose monetary policy has been dragging down yields and the yield disparity between European stocks and bonds is widening, says Tom Lydon of ETF Trends. He sees opportunities among European dividend stocks and cites ProShares MSCI Europe Dividend Growers ETF (EUDV) as a way to get access. See recent EUDV performance. Read more.
(TheStreet: Feb 19, 2016)
TheStreet featured recommendations from Todd Rosenbluth of S&P Global Market Intelligence on "low volatility ETFs for a wild market." Rosenbluth cited ProShares S&P 500 Dividend Aristocrats ETF (NOBL) among his picks, noting that it currently holds 50 constituents of the S&P 500 that have raised their dividends for the last 25 consecutive years. He said, "If a company is able to raise its dividend over 25 years in a row, then it certainly has the chance to withstand the test of time." See recent NOBL performance. Read more.
(MarketWatch: Feb 9, 2016)
MarketWatch columnist Philip van Doorn says amid the worst start for U.S. stocks in six years, investors can find prosperous dividend-paying companies at price discounts with higher yields. He suggests ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as a way to "hold a basket of stocks with an excellent track record of dividend increases." See NOBL's holdings. Read more.
(ETF Channel: Feb 4, 2016)
ETF Channel looked at the underlying holdings of the ETFs in its coverage universe and compared the trading price of each against the average analyst 12-month forward target price. They found the implied analyst target price for ProShares S&P 500 Dividend Aristocrats ETF (NOBL) suggests 11% upside. See NOBL's holdings. Read more.
(ETF Trends: Feb 1, 2016)
ETF Trends' Tom Lydon said that S&P 500 dividend growth is expected to slow in 2016 as economic growth slows and earnings forecasts are downgraded. Lydon suggested dividend investors focus on ETFs that hold companies that have "displayed the ability to boost payouts during myriad market environments." He recommended the ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as a "way to access mid-cap dividend consistency." Read more.
ETF Trends video features interview with ProShares' Simeon Hyman on how ETFs are evolving dividend investing.
(ETF Trends: Dec 22, 2015)
ETF Trends features an interview with ProShares' Simeon Hyman focused on dividend investing and how ETFs are opening up new opportunities for investors. Hyman encourages investors to look beyond U.S. large cap stocks for dividends and to focus on dividend growth. He notes ProShares has a full suite of ETFs that invest in dividend growers in U.S. large-, mid- and small-cap, and international markets, all of which have done well in turbulent markets. He suggests that for growth with quality, investors consider an ETF like SMDV, which focuses on small-cap dividend growers. For yield, Hyman encourages investors to look overseas with an ETF like EFAD, where they can get a yield boost without as much interest rate risk as with U.S. high yield dividend funds. Read more.
(ETF Trends: Dec 17, 2015)
ETF Trends features an interview with ProShares' Kieran Kirwan focused on dividend growth investing, which Kirwan calls a "powerful and effective investment strategy" that is "a great indicator of return potential." Kirwan cites Ned Davis data, which shows that as a group, companies that grew dividends outperformed all others. He notes that while international investing is hard to do, with a smart beta ETF like EFAD, one can narrow down the list to a group of companies with great return potential. Read more.
FORTUNE says investors can imitate the "Canadian model" approach by buying ProShares S&P 500 Dividend Aristocrats ETF.
(FORTUNE: Dec 15, 2015)
In the "2016 Investor's Guide," FORTUNE's Chris Taylor tells investors "how to invest like a Canadian." He says, "The 'Canadian model' portfolio of the Ontario Teachers' Pension Plan has delivered enviable returns over the past 25 years." Key cornerstones of the approach are keeping fees to a minimum and hunting for cash flow. The author says investors can imitate the approach by buying ProShares S&P 500 Dividend Aristocrats ETF, which owns shares in companies that have increased dividends for at least 25 consecutive years. Read more.
ETF Trends suggests retirees consider ProShares S&P 500 Aristocrats ETF (NOBL) to meet their income needs.
(ETF Trends: Dec 3, 2015)
ETF Trends' Tom Lydon says that with interest rates stuck near historical lows, retirees should think about adding dividend-paying stocks and related ETFs to bolster yields. ProShares S&P 500 Aristocrats ETF (NOBL), which invests in S&P 500 companies that have increased dividends for at least 25 consecutive years, is highlighted as one of those ETFs. Lydon notes that NOBL is lightly allocated to the utilities and telecom sectors, so it is not as vulnerable to rising interest rates as some rival dividend funds. Read more.
(MarketWatch: Nov 24, 2015)
MarketWatch columnist Phillip van Doorn comments on the S&P 500 Dividend Aristocrats' "astounding" record of outperforming the S&P 500. He suggests NOBL as a way to "play" the dividend aristocrats as part of a long-term growth strategy. Read more.
(Financial Planning: Nov 18, 2015)
Financial Planning recommends ProShares MSCI Europe Dividend Growers ETF (EUDV) among European equity ETF choices for clients who seek European exposure and prefer dividend-paying equities. Read more (registration required for access).
ETF Trends suggests EFAD as an ETF alternative to MSCI Index funds for a tax-loss harvesting strategy.
(ETF Trends: Nov 18, 2015)
Tom Lydon of ETF Trends suggests investors who want to harvest losses in their international investments consider ETFs that track the same market segment but pegged to different indices. This would allow them to maintain their international exposure without violating the "wash-sale" rule. He says MSCI EAFE Dividend Growers ETF (EFAD) may be a "suitable ETF alternative to MSCI Index funds for a tax-loss harvesting strategy." Read more.
ETF Trends recommends ProShares S&P 500 Ex-Energy ETF (SPXE) as an ETF sector strategy for year-end.
(ETF Trends: Nov 16, 2015)
Tom Lydon of ETF Trends says that with low oil prices weighing on the energy sector, "investors may turn to a relatively new ex-sector exchange traded fund to track U.S. equities while excluding exposure to weaker energy companies." He notes the S&P 500 is expected to experience an earnings decline for the fourth quarter, pointing out that the energy sector is projected to be the largest contributor to that decline. He suggests investors consider the S&P 500 Ex-Energy ETF (SPXE). Read more.
ETF Trends video features interview with ProShares' Steve Cohen on the company's tailored exposure ETFs.
(ETF Trends: Nov 12, 2015)
ETF Trends features an interview with ProShares' Steve Cohen on the company's tailored exposure ETFs. The focus of the interview was on ProShares' new line of S&P 500 Ex-Sector ETFs, each of which excludes one of four S&P sectors: energy, financials, health care or technology. Cohen discussed how and why an investor might want to invest in the Ex-Sector ETFs, such as avoiding a sector that may underperform or is already heavily represented the investor's portfolio. Other tailored exposure ETFs discussed include the company's interest-rate hedged ETFs and currency hedged ETFs. Watch the video.
ETF.com features ETF Report interview with ProShares CEO on the company's new line of Ex-Sector ETFs.
(ETF.com: Nov 12, 2015)
ETF.com features an ETF Report interview with ProShares CEO Michael Sapir on the company's new line of Ex-Sector ETFs, each of which excludes one of four S&P sectors: energy, financials, health care or technology. Sapir discusses the motivation behind bringing these products to market. He talks about taking a strategy long used by institutional investors, simplifying it and making it available to retail investors through an ETF. Read more.
TheStreet features ALTS among alternative funds offering "a one-stop shop for investors in search of uncorrelated returns."
(TheStreet: Oct 28, 2015)
TheStreet contributor Jonas Elmerragi suggests investors think of alternative funds as a valuable complement to core stock holdings because they tend to generate returns that are uncorrelated with the rest of the market. He notes there are many types of alternative funds, including managed futures funds, market-neutral funds, estate funds and multi-strategy funds. He features ALTS among multi-strategy funds, which provide "a one-stop shop for investors in search of uncorrelated returns." Read more.
(ETF Report: Oct 6, 2015)
ETF Report's cover story for October features the ETFs that were the "top game changers" for the industry. Included is ProShares Ultra S&P 500 ETF (SSO), "one of the first leveraged ETFs on the market" and "one of the largest." The authors note once the SEC gave them the green light, "leveraged and inverse funds rocketed out of the gate, attracting billions in assets in their first few years." Read more.
(CNBC: Sep 29, 2015)
ProShares' Head of Investment Strategy Simeon Hyman appeared on CNBC's "Squawk Box" to talk about developments in the stock and bond markets. He suggests remaining light on energy stocks, as "you don't have to have falling oil prices…for energy stocks to do poorly." He says oil prices are "so low right now, consensus earnings expectations have dropped through the floor and they keep getting worse." Watch the video.
Barrons.com blog "Focus on Funds" discusses why investors might want to invest in ProShares Ex-Sector ETFs.
(Barrons.com: Sep 24, 2015)
Barrons.com "Focus on Funds" blogger Chris Dietrich discusses why investors might want to invest in each of the recently launched ProShares Ex-Sector ETFs. For example, noting the decline in oil prices he says S&P 500 Ex-Energy ETF (SPXE) "might make sense for somebody to add exposure to big-cap stocks while excluding the energy sector, which has fallen 22% this year." Read more.
(Zacks Investment Research: Sep 22, 2015)
Zacks Investment Research says income-hungry investors should take a look at MSCI Europe Dividend Growers ETF (EUDV). Zacks notes Europe is experiencing heightened manufacturing and trading activities, which "bode well for the companies paying hefty dividends" to stakeholders. This makes "this fund a lucrative option." For fund holdings go to EUDV. Read more.
Bloomberg called ProShares UltraShort MSCI Brazil Capped ETF (BZQ) the "best bet in exchange traded funds" this year.
(Bloomberg: Sep 17, 2015)
Bloomberg said "the best bet in exchange traded funds this year has been to double down against Brazil." Bloomberg noted that ProShares UltraShort MSCI Brazil Capped ETF (BZQ) "is posting the best performance among 1,200 U.S. ETFs... this year," beating an ETF that profits when U.S. energy shares decline. Read more.
(InvestmentNews: Sep 2, 2015)
InvestmentNews.com features a ProShares infographic that helps guide investors on how to think about alternatives. Read more (registration required for access).
(CNBC: Aug 31, 2015)
On CNBC's "Squawk Box," ProShares' Simeon Hyman discussed the current state of the U.S. economy and stock and bond markets. He said energy prices may provide a clue as to whether and when the Fed will raise its overnight rate. Watch the video.
(MoneyLife: Aug 27, 2015)
On the MoneyLife podcast by MarketWatch, Tom Lydon of ETF Trends featured ProShares High Yield—Interest Rate Hedged (HYHG) in the "ETF of the Week" segment. Lydon says investors should have some type of protection in a rising rate environment. He recommends investors who have core bond holdings should "have as much as 5% of your fixed income allocation in something like this" (HYHG). See HYHG for yield information. Listen to podcast.
(MoneyLife: Aug 20, 2015)
ProShares' Simeon Hyman appeared on the MoneyLife podcast's "Big Interview" to caution investors not to wait for the Fed to raise rates before preparing their bond portfolios. He said that by the time the Fed actually raises the overnight rate, interest rates will have already moved. He suggests investors hedge their corporate bond exposure with ETFs like IGHG and HYHG. See HYHG and IGHG for yield information. Podcast no longer available.
(ETF Trends: Jul 22, 2015)
Noting that the Russell 2000 has outperformed the S&P 500 this year, ETF Trends' Todd Schriber recommends ProShares Russell 2000 Dividend Growers ETF (SMDV) for investors looking for a "more conservative, income-oriented approach" to small cap stocks. He also notes SMDV offers a superior yield to the Russell 2000, adding that much of the potential return differential of small cap dividend growers have over other small caps can be attributed to lower historical risk. Read more.
(ETF Trends: Jul 20, 2015)
ETF Trends' Tom Lydon says investors can "utilize interest rate hedged bond ETF strategies to weather the storm" when interest rates are rising. He says rate-hedged bond ETFs try to mitigate the negative effects of a rising rate environment by shorting Treasury futures to match the overall duration of their diversified bond holding. Lydon observes interest rates rose this spring even though the Fed did not raise its rate, and noted fixed income assets sold off as rates ticked higher. He says "investors may have diminished losses with a rate-hedged bond ETF." In particular, he highlights ProShares High Yield—Interest Rate Hedged ETF (HYHG) and ProShares Investment Grade—Interest Rate Hedged ETF (IGHG), both of which performed well relative to unhedged bond ETFs when rates rose. Read more.
ProShares' Simeon Hyman says there is still value in U.S. and international stocks on CNBC's "Squawk Box."
(CNBC: Jul 6, 2015)
ProShares' Simeon Hyman appeared on CNBC's "Squawk Box" program to discuss the effect of the Greek crisis on Europe's economy and to make the case that there is still value in U.S. and international developed markets stocks. Watch the video.
(ETF Trends: Jul 6, 2015)
ETF Trends' Todd Shriber highlights ProShares Hedge Replication ETF (HDG) among ETFs that have "made the hedge fund space infinitely more approachable and far more cost-effective to a broad swath of investors." He says HDG qualifies as an 'alternative' ETF, noting "alternatives are one of the fastest-growing investment asset classes." Read more.
(ETF Trends: Jul 1, 2015)
ETF Trends' Tom Lydon notes that PwC expects the alternative investment industry to "expand five-fold to at least $13.6 trillion in the next half decade" and liquid alternative investments to more than double to $664 billion by 2020. He highlights ProShares Morningstar Alternatives Solution ETF (ALTS) among ETFs that employ a range of alternative strategies to enhance risk-adjusted returns when added to a traditional stock and bond portfolio. Read more.
(ETF Trends: Jun 18, 2015)
ETF Trends' Todd Schriber recommends ProShares MSCI EAFE Dividend Growers ETF (EFAD) for investors for access to some of the best ex-U.S. dividend growth markets. He notes EFAD is "top heavy" with a large part of its geographic weight allocated to the U.K., "one of the best, if not the best, ex-U.S. dividend growth markets." He remarks EFAD's second-largest country allocation, Switzerland, "is one of the steadiest ex-UK dividend growth markets." Read more.
(Financial Planning: Jun 8, 2015)
Financial Planning recommends dividend stocks for investors looking for income boosters in a low-yield world. Among the roughly 100 dividend-oriented ETFs in the market, the author highlights ProShares S&P MidCap 400 Dividend Aristocrats (REGL) and ProShares Russell 2000 Dividend Growers (SMDV), which require that companies grow their dividends to qualify for inclusion. He says these ETFs "track market capitalization segments that have, until now, been ignored by dividend growth ETFs." Read more (registration required for access).
(ETF Report: May 1, 2015)
In an article about the rise of strategic beta fixed income funds, ETF Report highlights ProShares Investment Grade Interest Rate Hedged (IGHG) as the "flagship" of duration-hedged bond ETFs. The author notes these funds offer "opportunities to capture credit premia in a rising rate environment." Read more.
(FORTUNE: Apr 27, 2015)
FORTUNE's Jen Wieczner recommends NOBL among investments that "could offer shelter in stormy markets." She says the S&P 500 Aristocrats Index—made up of companies that have increased their dividends for at least 25 consecutive years—have weathered "downturns far better than the average stock," noting that after the financial crisis, the Aristocrats returned to pre-crash levels in half the time it took the S&P 500. She says NOBL, which tracks the S&P 500 Aristocrats Index, was launched in late 2013 and has already attracted $700 million. Read more.
(ETF Trends: Apr 20, 2015)
ETF Trends' Todd Schriber recommends ProShares MSCI EAFE Dividend Growers ETF (EFAD) for investors to "ratchet up their exposure to the MSCI EAFE Index's dividend growth." Noting that investors are fretting about the timing of a Federal Reserve rate hike, he says "EFAD's advantages extend beyond the fact that it's an international ETF." He suggests it may hold up as rates rise since it is lightly allocated to utilities and has no exposure to telecom, two sectors that are most adversely affected by higher interest rates. Read more.
(Investor's Business Daily: Apr 17, 2015)
In an Investor's Business Daily article, investing expert Tom Lydon of ETF Trends recommends interest rate hedged bond ETFs for investors "to prepare for an eventual rate hike and the potential for higher rates." He notes that ProShares High Yield Interest Rate Hedged (HYHG) and ProShares Investment Grade Interest Rate Hedged (IGHG) have long positions in dollar-denominated corporate bonds and short positions in U.S. Treasurys. Read more.
(Investopedia: Apr 15, 2015)
Investopedia contributor Aaron Levitt says ProShares Russell 2000 Dividend Growers ETF (SMDV) "could be a great pick" for access to small cap dividend growth stocks. He says that there are more and more small-caps in the dividend payers category and that the real win could be dividend growth in the small cap sector. He says small caps have recently "bested their larger rivals in terms of just how much cash they are handing out to shareholders." Read more.
(The Wall Street Journal: Apr 13, 2015)
The "Alternative Investing" advice column in The Wall Street Journal's Wealth Management special section features ProShares High Yield—Interest Rate Hedged (HYHG) among high yield ETFs that "try to protect against the risk of rising interest rates." Read more. (subscription required for access)
ProShares' CEO talks to Investor's Business Daily about how the firm is addressing investors' long term needs.
(Investor's Business Daily: Mar 18, 2015)
ProShares' CEO Michael Sapir talks to Investor's Business Daily about how the firm is developing creative solutions to address investors’ long term needs. Noting that investors are generally disappointed with active managers, Sapir adds that they are turning to ETFs, which many consider "the superior vehicle." The discussion covers many of ProShares' most innovative alternative ETFs, including ALTS, CSM and NOBL. Read more. (subscription required for access)
(Seekingalpha.com: Feb 23, 2015)
A SeekingAlpha contributor recommends NOBL as a way to get access to Dividend Aristocrats, which "tend to outperform the broader market over long periods." He says the majority of the companies that comprise the ETF have raised their dividends during tough times, noting he finds "this kind of financial strength and predictability intoxicating." He also notes that NOBL's small exposure to the utilities sector means it is likely to outperform most other dividend-paying funds in a rising rate environment. He concludes "it may be time to 'overweight' NOBL in your investment portfolio." Read more. (Registration required for access)
For the most recent yield information, see NOBL overview. For month and quarter-end performance, see NOBL performance.
The Wall Street Journal covers a study that debunks the notion that geared ETFs cause market volatility.
(The Wall Street Journal: Feb 8, 2015)
The Wall Street Journal special section "Investing in Funds & ETFs" features a new study that debunks the theory that geared ETFs cause market volatility. The study, written by a researcher at the Federal Reserve Board and a professor at Pennsylvania State University, concludes that "capital flows…diminish the potential for leveraged and inverse ETFs to exacerbate volatility" and notes "ETFs with higher leverage ratios tend to experience larger and more frequent capital flows." Read more. (subscription required for access)
(FORTUNE: Dec 4, 2014)
FORTUNE recommends infrastructure stocks for 2015 and highlights ProShares DJ Brookfield Global Infrastructure ETF as a way to access these stocks. Read more.
(ETF Trends: Oct 24, 2014)
ProShares' Joanne Hill talks about smart beta strategies and one smart beta ETF that has a 5-year record of outperformance. Watch the video.
The Street features ALTS and how it can be applied in a portfolio in an interview with ProShares' Steve Sachs.
(TheStreet.com: Oct 22, 2014)
TheStreet features an interview with Steve Sachs discussing market volatility and moves investors are making to combat the market's recent volatility, like using alternative investments. Sachs notes that while investors are interested in alternatives, they need help in deciding how to allocate among the many different choices. He adds that a new option for advisers seeking diversification for their clients is the recently launched ProShares Morningstar Alternatives Solution ETF (ALTS), which allocates across a number of alternative asset classes and strategies. ProShares sponsored the University of Utah study referenced in the video. Watch the video.
(ETF Bully: Sep 20, 2014)
ETF Bully's Ulli Niemann profiles Proshares MSCI EAFE Dividend Growers ETF (EFAD), noting that the ETF is likely to "find favor with investors searching for yield and income as stocks that have a history of growing dividends look particularly appealing when 10-year Treasury yields are hovering around 2.5 percent." Read more.
(Morningstar.com: Sep 19, 2014)
ProShares' Simeon Hyman talks about using hedged fixed income alternatives to divorce the interest rate risk decision from the credit risk decision. Watch the video.
(ETF.com: Sep 15, 2014)
ETF.com's David Nadig profiles ProShares Large Cap Core Plus ETF (CSM), which follows "one of my favorite wonky academic takes on 'smart beta.'" He discusses CSM's outperformance of the S&P 500 and MSCI large-cap index since its inception in 2009, and notes that "CSM is proof that better mousetraps occasionally do get created, and...seem to work." Read more.
(MarketWatch: Jul 2, 2014)
On MarketWatch, financial advisor John Nyaradi recommends stocks that pay dividends for people in or approaching retirement. He highlights the "dividend aristocrats," stocks that have a 25-year track record of continually increasing dividend payments each year, which "tend to hold up better during downturns in the overall market." He cites NOBL among two "popular ETFs offering exposure to dividend aristocrats." Read more.
(The New York Times: Jun 28, 2014)
In an article about the proliferation of "smart beta" strategies, The New York Times featured ProShares S&P 500 ETF (NOBL), which consists of S&P 500 companies that have increased their dividends for at least 25 years in a row. Noting that NOBL is one of the firm's most popular smart beta ETFs, ProShares head of capital markets Steve Sachs says, "The idea is you're looking for S&P exposure but you like the concept of dividend growth because we know over the long term dividends make up a lot of the return." Read more.
MRGR recommended as a potential way to take advantage of the recent surge in merger and acquisition deals.
(Zacks Investment Research: May 21, 2014)
Zacks Investment Research recommends ProShares MRGR as a potential way to take advantage of the recent surge in merger and acquisition deals. MRGR is noted among "excellent choices" for investors seeking to implement a (low correlated) merger arbitrage strategy in their portfolios in a rocky market. (Go to MRGR overview page for up-to-date holdings and performance information) Read more.
(Money Management Executive: May 16, 2014)
Money Management Executive named ProShares' Head of Institutional Investment Strategy Joanne Hill among the top ten women in asset management for its inaugural Top Women in Asset Management Awards. The publication identified ten women who most influenced the asset management industry, pushing the industry forward and helping others rise in the field. Read more.
(Money Management Executive: May 13, 2014)
In an article about factors driving new product success, Morningstar analyst Michael Rawson recognizes ProShares for product innovation, saying it "drove success for several ProShares products." He notes that ProShares remains one of the largest providers of ETPs. Read more. (registration required for access)
(Benzinga.com: May 12, 2014)
Benzinga.com contributor David Fabian recommends ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) as a global equity income solution. He says TOLZ is the first pure-play infrastructure ETF that owns companies operating toll roads, airports, energy pipelines, electricity conduits and other essential services. He notes that many of the ETF's underlying holdings have historically been high income earners. (Go to TOLZ overview page for up-to-date holdings and performance information) Read more.
(Investment Advisor: May 1, 2014)
Investment Advisor contributor Noah Hamman comments on the current uncertainty about interest rates, noting the ETF industry has created tools to help advisors. He says "ProShares has emerged as a leader in the hedged fixed income space with funds targeting investment-grade and high-yield bond portfolios that employ an overlay of shorting Treasury futures to protect against rising rates." Read more.
USA Today recommends dividend-growing stocks for retirement portfolios and cites NOBL as a way to get them.
(USA Today: Apr 25, 2014)
USA Today columnist John Waggoner recommends investing in stocks of companies that regularly increase their dividends to fight the effects of inflation in retirement portfolios. He notes "the S&P 500 without dividends would have turned $10,000 into $42,000 in 20 years. With dividends: $61,700." He suggests NOBL as a way to get access to the S&P 500 Dividend Aristocrats, companies that have increased dividends every year for the past 25 years. Read more.
(Asset TV ETF Masterclass: Apr 23, 2014)
Asset TV's ETF Masterclass features ProShares' Head of Investment Strategy Simeon Hyman and three other ETF industry experts discussing the growth and expansion of the ETF market, including the number of products and users, and how ETFs are being used. Watch video and earn 1 CE credit (Registration required for access).
(ETF Trends: Apr 21, 2014)
In a story about the ETF business, ETF Trends features ProShares S&P 500 Aristocrats ETF (NOBL) as an example of new ETFs that have "established impressive followings." NOBL is "part of an ongoing effort by ProShares to bolster its lineup of non-leveraged ETFs," which also includes newly launched ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). Read more.
(ETF Bully: Apr 12, 2014)
ETF Bully's Ulli Niemann covers the launch of ProShares' TOLZ, which offers exposure to global infrastructure, a space expected to "witness trillions of dollars in investments by governments across the world." He notes that TOLZ, with a "dividend yield of 3.88 percent…could be suitable for investors seeking exposure in moderately defensive sectors like infrastructure." Read more.
(Seekingalpha.com: Apr 7, 2014)
In a profile of recently-launched ProShares DJ Brookfield Global Infrastructure ETF (TOLZ), SeekingAlpha contributor Igor Tserkerman says TOLZ "provides an interesting new take on…infrastructure…and a very compelling way to invest" in the asset class. He recommends "income-oriented and risk-averse investors…take a long, hard look at TOLZ to assess its suitability for their portfolios." Read more. (Registration required for access)
ETF Trends says ProShares S&P 500 Dividend Aristocrats (NOBL) could thrive in a rising rate environment.
(ETF Trends: Mar 31, 2014)
In a profile of NOBL, ETF Trends' Tom Lydon notes that interest rates could rise sooner than expected and that NOBL, which is built on the principles of dividend growth, "could not only survive, but thrive." He says the search for income remains strong and that hunt is benefiting NOBL, which after its debut in October 2013 "needed just five months to surpass $100 million in assets under management." ProShares Steve Sachs is quoted. Read more.
TOLZ is featured as the newest ETF in the infrastructure space, which is noted for its investment potential.
(TheStreet.com: Mar 27, 2014)
The Street's Roger Nussbaum suggested that newly launched TOLZ, the latest ETF addition to the infrastructure space, "could make for a great investment." He noted that TOLZ focuses on the cash flow generators within the infrastructure field, which should make TOLZ less cyclically sensitive than some other infrastructure funds. He commented on the significant infrastructure spending needs around the world and that "while there is no guarantee of investment success, the multi-trillion dollar need creates a strong tail wind." Read more.
(Seekingalpha.com: Mar 25, 2014)
SeekingAlpha contributor Dale Roberts recommends investing in the S&P 500 Dividend Aristocrats to potentially "beat the market or at least get some very generous returns," and features NOBL as a way to do this easily. Read more. (Registration required for access)
The Street features ProShares' Steve Sachs discussing the threat of rising rates and the importance of reducing duration.
(TheStreet.com: Mar 19, 2014)
ProShares' Head of Capital Markets Steve Sachs was interviewed on TheStreet's video series. He discussed the likelihood of interest rates rising and suggested that investors who want to hold bonds reduce their duration or take it to zero. He noted that significant flows are going into lower duration products, such as HYHG, ProShares High Yield—Interest Rate Hedge ETF. Watch the video.
(Reuters TV: Feb 21, 2014)
Reuters TV anchor Rhonda Schaffler interviews ProShares' Steve Sachs about ETFs and hedging interest rate risk. Sachs notes that hedging interest rate risk will be one of the most important investment themes in 2014 and points to ETFs investors can use to diminish that risk. Watch the video. (interview follows brief advertisement)
(The New York Times: Feb 11, 2014)
The New York Times featured Steve Sachs in an article about what investors might expect in 2014. For one, a winding down of the Fed's bond buying program means interest rates could go up, which may trigger losses for investors holding Treasury bonds. Sachs mentioned that for investors who want to hold bonds for income, ProShares has two ETFs that hedge interest rate risk for high yield and investment grade bonds. Read more.
(Fox Business Network: Feb 7, 2014)
In an appearance on Fox Business Network's "After the Bell" program, ETF Trends' Tom Lydon recommends HYHG, noting that there are opportunities in corporate and high yield bonds following the January correction. Watch the video.
(On Wall Street: Feb 1, 2014)
On Wall Street cites HDG among hedge fund alternatives as a way to "capture the benefits of hedge funds…without the high feeds and minimums, low liquidity and manager concentration risk of traditional hedge funds." Read more.
Ignites.com interviews ProShares' Steve Sachs about using alternative ETFs to manage risk and smooth out returns in a portfolio.
(Ignites.com: Jan 28, 2014)
Steve Sachs talks to Ignites.com about using alternative ETFs to attempt to manage risk and smooth out returns in a portfolio. He notes that investors are looking for ways to hedge their bond risk as rates rise, and points to two ETFs ProShares introduced in 2013 that can help. He also notes that alternative ETFs are not only for volatile markets, but have a place in long-term portfolio allocations, as well. See the video. (subscription required for access)
(Ignites.com: Jan 22, 2014)
Steve Sachs talks to Ignites.com about ETF trading and liquidity. Sachs discusses how the ETF industry has changed and how that has affected how ETFs trade. He stresses the importance of investor education and understanding the mechanics of not only the secondary market, but also the primary market, where ETFs are created and redeemed. See the video. (subscription required for access)
CNBC.com cites NOBL as a way to invest in dividend stocks, noting the strong performance of the S&P 500 Dividend Aristocrats index.
(CNBC.com: Jan 21, 2014)
In a discussion about the merits of dividend paying stocks, CNBC.com cites ProShares S&P 500 Aristocrats ETF (NOBL) as a way to invest in them. The author says that "a good rule of thumb is to look for companies that have paid a higher cash dividend for a minimum of 10 consecutive years." He notes the strong performance of the S&P 500 Dividend Aristocrats index, "which includes companies that have increased their dividend for at least the last 25 years." Read more.
(ETF Trends: Jan 16, 2014)
ProShares Short Term USD Emerging Markets Bond ETF (EMSH) is featured as "a short duration option for investors to consider" in case a "legitimate rebound in dollar-denominated emerging markets sovereign debt materializes." Read more.
(Seekingalpha.com: Jan 14, 2014)
SeekingAlpha contributor Lou Basenese considers dividend-paying stocks the "single best income investment for 2014." He suggests companies that increase their dividend payments every year as the "only way we can stay one step ahead of the Fed and inflation." To get these stocks, he recommends investors "hit the super easy button and scoop up shares of the ProShares S&P 500 Aristocrats ETF (NOBL)." Read more. (Registration required for access)
(Financial Times Ftfm: Jan 13, 2014)
In Financial Times' "Ftfm" special section, ProShares is highlighted among U.S. ETF providers that experienced "spectacular increases in ETF flows" in 2013. ProShares is noted for its "toolkit of 'alternative ETFs'," which gathered inflows of $5.7bn, up from just $0.5bn in 2012. Read more. (Registration required for access)
(IndexUniverse.com: Jan 10, 2014)
IndexUniverse.com named ProShares, IGHG and HYHG among ETF Awards finalists. ProShares is a finalist for "Most Innovative ETF Issuer of the Year" for doing the "most to improve investor outcomes through product introductions, product performance, fund management, investor support and innovation." ProShares Investment Grade—Interest Rate Hedged (IGHG) is a finalist for "Most Groundbreaking New ETF of 2013," and ProShares High Yield—Interest Rate Hedged (HYHG) is a finalist for "Best New Fixed-Income ETF of 2013." Read more.
(ETF Bully: Dec 21, 2013)
ETF Bully's Ulli Niemann featured ProShares' EMSH, the first short term emerging market bond ETF in the United States. Noting that ProShares is expanding its footprint in the unleveraged ETF segment, he said EMSH offers attractive yield potential for investors worried about rising rates. Read more.
HYHG and NOBL featured in a Bloomberg TV segment titled "ETFs designed to kill interest rate Grinch."
(Bloomberg: Dec 20, 2013)
Bloomberg TV featured HYHG among a "slew of products that basically hedge out interest rate risk," highlighting the ETF as one that "democratize(s) institutional-caliber trades." NOBL was featured as "Ticker of the Week." While NOBL is described as a "set and forget it fund, safe for your grandmother," it's important to point out that all investments need be monitored and no investment is completely safe. Read more.
(ETF Trends: Dec 19, 2013)
ETF Trends featured CSM, HYHG and IGHG as alternative strategies investors can focus on in 2014 to help diversify away from traditional assets in a volatile environment. Read more.
(Reuters: Dec 17, 2013)
NOBL is featured as a new ETF that "offers the cream of the dividend crop." ProShares CEO Michael Sapir says "it appeals to two things investors are looking for, outperformance and low volatility." The author notes that since its inception in 2005, the ETF's index has bested the broader S&P 500 by a little more than 3 percentage points a year. Read more.
(ETF Trends: Dec 12, 2013)
ETF Trends’' Tom Lydon features CSM as “"ETF of the Week" on MarketWatch's MoneyLife talk show with Chuck Jaffe. CSM is positioned as a hedge fund-like strategy that provides some "alpha" over the S&P 500. Lydon notes CSM complements core holdings and recommends that investors comfortable with their large cap allocation re-allocate up to five percentage points to CSM. Read more.
(Benzinga.com: Dec 11, 2013)
Benzinga.com's "ETF of the Day" column featured ProShares High Yield—Interest Rate Hedged (HYHG) as "an option for investors that continue to demand high income and at the same time are concerned about rising interest rates." Read more.
ETF Trends interviews Joanne Hill about using ETFs, like IGHG and HYHG, to hedge against rising rates.
(ETF Trends: Dec 6, 2013)
ETF Trends' Tom Lydon talks to ProShares’' Head of Investment Strategy Joanne Hill about using ETFs to hedge against rising rates. She discusses recently launched HYHG and IGHG as ways to get access to the returns associated with taking credit risk, while avoiding interest rate risk. She notes these ETFs can serve as an alternative to short term bond funds, and potentially provide greater upside as credit spreads narrow. Read more.
(ETF Trends: Dec 5, 2013)
ETF Trends' Tom Lydon features NOBL as “"ETF of the Week" on MarketWatch’s MoneyLife talk show with Chuck Jaffe. NOBL is positioned as an interesting pick for folks looking for stability and income. Lydon sees NOBL as a core long-term holding, and suggests people could move up to 30% of their current large cap allocation into NOBL. Note that index performance mentioned is based on live data since 2005, not back-tested data. Read more.
ProShares Short Term USD Emerging Markets Bond (EMSH) is featured as potentially a "better choice for investors seeking low levels of interest rate risk."
(Zacks Investment Research: Nov 26, 2013)
Zacks Investment Research covers the launch of ProShares Short Term USD Emerging Markets Bond (EMSH), noting ProShares' push into the unleveraged ETF market. The author opines that the fund "might find a decent sized following among those who want to stay in the emerging market bond ETF space with lower levels of risk." Read more.
(IndexUniverse.com: Nov 21, 2013)
IndexUniverse covers the launch of ProShares Short Term Emerging Markets Bond ETF (EMSH), noting that ProShares is serving up "a trio of features in a single wrapper that stands to serve its owners well at a time when rates appear to be on the verge of rising and investors are scouring the globe for decent yield." Read more.
(ETF Trends: Nov 6, 2013)
ETF Trends' Tom Lydon commented on the upcoming launch of ProShares Investment Grade—Interest Rate Hedged ETF (IGHG), noting that ProShares is adding an "investment grade debt play" to its interest rate hedged bond ETF suite in anticipation of rising rates. Read more.
ProShares' Joanne Hill contributes the lead article in the "Liquid Alternatives" issue of the Journal of Indexes.
(Journal of Indexes: Nov 1, 2013)
"Active vs. Index: Game on in liquid alternative strategies" compares active vs. passive strategies in alternative mutual funds and exchange traded products. In the article, Joanne Hill provides a history of flows and performance, as well as an assessment of which vehicles may be better suited to different types of strategies. Read more.
(ETF Trends: Oct 23, 2013)
ProShares' Steve Cohen discusses liquid alternative investments with ETF Trends' Tom Lydon. He observes that investors need help managing risk in their portfolios, and stresses the importance of providing tools that are accessible, low cost and transparent, as well as education on how to use these tools. He highlights HYHG—a high yield ETF with a built-in hedge—as an alternative ETF that is particularly helpful in the current environment. Watch the video.
(IndexUniverse.com: Oct 4, 2013)
In an exclusive interview, ProShares' Steve Sachs talks with IndexUniverse.com about different ways to hedge bond risk. He notes the education gap among advisors and their clients as to the impact of rising rates on a bond portfolio, and discusses the benefits of HYHG in such an environment. Read more.
(Seekingalpha.com: Sep 26, 2013)
RALS is featured as an ETF alternative to hedge funds—one that author Joseph Shaefer "particularly like(s)" among long/short mutual fund and ETFs. Read more.
Reuters features HYHG among funds that may help cushion income investors from the effects of rising rates.
(Reuters: Sep 24, 2013)
HYHG is featured among funds that may help investors hedge their bond portfolios in a rising rate environment. Steve Sachs, ProShares head of capital markets, is quoted. Read more.
(TheStreet.com: Aug 13, 2013)
TheStreet.com presents a profile of ProShares High Yield—Interest Rate Hedged ETF (HYHG) as a fund that targets the returns of the high yield bond market while hedging against interest rate risk. Read more.
(MarketWatch: Aug 5, 2013)
A MarketWatch column recommends ProShares UltraShort Yen (YCS) as a way to capitalize on the decline in the value of the yen, the result of the economic policies of Japan's Prime Minister Shinzo Abe. See performance. Read more.
(Morningstar "ETF Specialist": Jul 31, 2013)
Morningstar's "ETF Specialist" column discusses heightened merger and acquisition activity, and features ProShares Merger Arbitrage ETF (MRGR) among merger-arbitrage ETFs that should benefit from this activity and from the prospect of rising interest rates. The columnist notes that merger arbitrage strategies, long used by institutional investors, have only recently been made available as ETFs, and suggests they be viewed as strategies that seek returns in excess of cash. Read more.
(TheStreet.com: Jul 29, 2013)
TheStreet.com features ProShares Liquid Private Equity ETF (PEX) as one of a few exchange traded products that provide exposure to private equity, an asset class that until recently has been difficult for retail investors to gain access to. Read more.
(ETF Database: Jul 24, 2013)
ETF Database features ProShares Large Cap Core Plus ETF (CSM) as an alternative ETF that has "been able to deliver meaningful returns over the trailing 3-year period," noting that it was the "best performing" among funds that follow a 130/30 strategy. Read more.
(ETF Trends: Jul 22, 2013)
ETF Trends delivers a brief profile of ProShares High Yield—Interest Rate Hedged ETF (HYHG), providing details on fund holdings and yield, as well as on the short positions that help it achieve “near negligible” duration. Read more.
(CNBC: Jul 11, 2013)
ProShares' Head of Capital Markets Steve Sachs appeared on CNBC’s "Closing Bell" segment to discuss current market expectations. He noted that topline growth should be a bigger focus for second quarter earnings season than the Fed chairman’s comments. He also noted the merits of ProShares High Yield—Interest Rate Hedged ETF (HYHG) in a rising rate environment. Watch the video.
(SeekingAlpha.com: Jul 7, 2013)
SeekingAlpha.com recommends ProShares 30 Year TIPS/TSY Spread (RINF) on the hunch that future inflation will exceed the current break-even inflation rate implied in the spread between Treasurys and TIPS. This is a trade that until recently has been reserved for institutional investors with access to prime brokers and futures markets, but now is available to most investors in an ETF. Read more (registration required to access entire article).
(TheStreet.com: Jun 26, 2013)
TheStreet.com features ProShares High Yield—Interest Rate Hedged (HYHG) among several high yield bond ETFs that have been "limiting the damage" while high yield bond prices have fallen. The author notes the relative strength of HYHG’s flat returns versus "big losses" that conventional high yield bond funds have suffered. Read more.
(CNBC: May 6, 2013)
ProShares' Head of Capital Markets Steve Sachs and others appeared on CNBC's "Closing Bell" program in the "Closing Bell Exchange" segment. Mr. Sachs commented on expected stock market performance when the Fed pulls back its bond buying program. Watch the video
(The Washington Post: Apr 28, 2013)
The Washington Post interview with ProShares CEO Michael Sapir covers an in-depth discussion of ETFs, their features and benefits, and their impact on the investment world. ProShares is featured as a specialist provider of alternative ETFs—key solutions to help investors diversify and manage risk in their portfolios. Navigate The Washington Post site for article.
(FinancialAdvisor.com: Apr 26, 2013)
The online edition of Financial Advisor magazine features ProShares Large Cap Core Plus (CSM) in an article about long/short equity funds. CSM is noted for having a 5-Star Morningstar rating and being in the top one percent of funds in this category. Read more
(FinancialAdvisor.com: Apr 19, 2013)
The online edition of Financial Advisor magazine features ProShares Global Listed Private Equity ETF (PEX) in “ETFs Moving into BDCs,” an article about business development companies and a growing number of ETFs that invest in them. ProShares is noted for its different approach—investing in both U.S. BDCs and foreign private equity firms. CEO Michael Sapir is quoted. Read more
(InvestmentNews.com: Apr 16, 2013)
InvestmentNews.com features a commentary on alternative investments by ProShares CEO Michael Sapir. Mr. Sapir makes the case that in order to thrive in the current environment, “investors need access to new tools that allow them to build modern portfolios capable of weathering market storms.” He advocates adding alternative asset classes and strategies that provide exposures that are less correlated with stocks, U.S. bonds or cash, and suggests alternative ETFs are a good way to do so. Read more (Registration required for access).
(CNBC: Apr 1, 2013)
ProShares’ Head of Capital Markets Steve Sachs and others appeared on CNBC's “Closing Bell” program in the "Closing Bell Exchange" segment. Anchors Maria Bartiromo and Bill Griffeth asked them to share their expectations for stock market performance in the second quarter and remainder of the year. On-air stocks editor Rick Santelli also commented. Watch the video.
(IndexUniverse.com: Mar 28, 2013)
In an exclusive interview with ProShares’ Michael Sapir, IndexUniverse.com’s managing editor portrays ProShares as a leader in alternative ETFs and as a company that is helping to shape what “alternative investment” means. Read more
(CNBC: Mar 18, 2013)
ProShares Head of Capital Markets Steve Sachs and others were interviewed by Maria Bartiromo on CNBC’s Closing Bell Exchange. They discussed the impact of Cyprus’s proposed bank bailout on the markets.(segment follows brief advertisement) Watch the video.
(Barron’s Focus on Funds: Feb 12, 2013)
Barron's Focus on Funds' Brendan Conway featured "alternative exchange-traded fund company ProShares" as a provider of inverse bond ETFs in his coverage of IndexUniverse's Inside ETFs conference. Joanne Hill was quoted discussing investor interest in using inverse bond ETFs to manage duration risk. Read more
(CNBC: Jan 14, 2013)
Steve Sachs is interviewed on CNBC’s Closing Bell where he discusses actively managed versus indexed ETFs and how investors are gravitating toward indexed ETFs for risk management. He also discusses the potential for continued positive flows into outperforming small-cap and mid-cap equity ETFs. Watch the video
(CNBC: Nov 1, 2012)
ProShares Head of Capital Markets Steve Sachs was interviewed on CNBC's Closing Bell along with Morgan Stanley Global Wealth Management’s chief investment strategist David Darst and UBS director of floor operations, Art Cashin for a segment titled “Bank on a Good Month?” They discussed the current state of the U.S. stock market, valuations and market sentiment, recent economic indicators and expectations for the remainder of the year. Watch the video
(Zack's Investment Research: Oct 31, 2012)
Zacks Investment Research's Eric Dutram highlighted ProShares Hedge Replication ETFs among three hedge fund ETFs that "could make for interesting additions at this time" as "as a low cost option for uncorrelated returns." Read more.
(ETF Trends: Oct 29, 2012)
ProShares' Head of Investment Strategy Joanne Hill spoke with ETF Trends Editor Tom Lydon at a recent Morningstar conference. Hill talked about alternative investments and why a hedge fund ETF, like ProShares HDG, is attractive in this market. Read more.
(Investment Company Institute: Oct 18, 2012)
The Investment Company Institute has launched UnderstandETFs.org. This new educational website is a collaborative effort by ETF providers to answer important questions and offer resources to the investing public to enhance and deepen their understanding of ETFs. ProShares and the other firms joined in this effort are members of the Institute’s Exchange-Traded Funds Committee. Read more.
(foxbusiness.com: Aug 15, 2012)
Steve Sachs, Head of Capital Markets at ProShares, was interviewed on Fox Business Network in a segment titled, "Investing Down Under: Is Australia the New Safe Haven for Foreign Investors?" He discusses ProShares' Ultra and UltraShort Australian Dollar ETFs (GDAY and CROC) and several factors currently driving the Australian economy. Watch the video
(institutionalinvestor.com: Jul 11, 2012)
The online edition of Institutional Investor features ProShares USD Covered Bond as the first ETF in the United States holding covered bonds from non-U.S. banks. The author notes that most of the covered bonds in the portfolio are issued by Canadian banks and banks of other countries rated AAA by Standard & Poor’s, such as Australia, Sweden and the U.K. Read more.
(ETFExpress.com: Jun 29, 2012)
ProShares was named the Most Innovative Exchange Traded Product (ETP) Provider in North America by the readers of ETF Express in its inaugural ETF Express USA 2012 Awards. Read more.
(Barron's ETF Roundtable: Jun 11, 2012)
Barron’s special report on alternative ETFs features ProShares' CEO Michael Sapir, as well as two other ETF industry leaders and an industry analyst. The article provides a broad overview of how the alternative ETF industry is evolving, how firms are responding to emerging investor needs, the risks, the need for investor education, and the outlook for consolidation of products and firms. Read more.
(WSJ.com: May 23, 2012)
The Wall Street Journal online edition covers the launch of ProShares USD Covered Bond (COBO), which significantly broadens access in the U.S. marketplace to covered bond exposure. ProShare Advisors Chairman and CEO Michael Sapir is quoted saying it is a "conservative investment with yields currently higher than Treasurys and triple-A U.S. corporate debt." Article no longer available.
(ETF Database: Apr 23, 2012)
Michael Johnston provides a primer on inverse ETPs (ETFs and ETNs), explaining how they perform over time in trending and volatile markets. Read more
(IndexUniverse.com: Apr 20, 2012)
Ana Kostioukova discusses the performance of geared equity ETFs over the past six months, focusing on the benefits of compounding in trending markets. She says: "These products don’t behave erratically—its just that their long-term performance is predictable only as far as the market is unpredictable." Read more
(Pensions & Investments: Aug 8, 2011)
ProShare Advisors Chairman and CEO Michael Sapir comments in a Pensions & Investments feature on the growing use of alternative exchange-traded products by institutional investors. Read more (subscription required for access)
(Morningstar.com: Aug 1, 2011)
Morningstar interviews ProShares' head of investment strategy about the potential benefits of alternative investment strategies. Watch the video.
(IndexUniverse.com: Jul 14, 2011)
IndexUniverse.com comments on the launch of the new ProShares Hedge Replication ETF (HDG), an ETF designed to offer the risk/return characteristics of a broad range of hedge funds without investing in hedge funds. With an annual expense ratio of just 0.95 basis points, HDG goes head-to-head with competing funds that bear higher total operating expenses. Read more
Morningstar ETF Analysis: ProShares RAFI Long/Short RALS a compelling addition to any investor’s portfolio
(Morningstar.com: Apr 26, 2011)
Morningstar's Samuel Lee provides an analysis of ProShares RAFI Long/Short (RALS), calling the fund "a compelling diversifier" that will "zig when the markets are zagging." He notes that "investors should use it in conjunction with a disciplined rebalancing program to reap its full benefits." (subscription required for access) Read more
(ETFdb.com: Apr 6, 2011)
Eric Dutram of ETF Database writes about the growing number of ETPs designed for inverse exposure to the bond market. In addition to discussing the new -1x TBX and -2x TBZ Treasury ETFs, he mentions ProShares' recent launches of SJB and IGS, the first -1x high yield and -1x investment grade corporate ETFs. Read more
(IndexUniverse.com : Jan 19, 2011)
Rob Arnott, founder of Research Affiliates and pioneer of fundamental indexing, discusses some of the issues surrounding cap-weighted versus equal-weighted indexes in an IndexUniverse.com interview. In the article, Mr. Arnott references new funds using his company’s methodology, like the recently launched ProShares RAFI® Long/Short ETF (RALS). Read more
(Journal of Indexes: Nov 1, 2010)
ProShares' report, "Hedging With Inverse ETFs: A Primer," introduces several key concepts investors should understand when developing a hedging strategy and discusses the merits and drawbacks of using inverse ETFs to help reduce portfolio volatility. Read more.
(ETFdb: Sep 30, 2010)
Michael Johnston of ETFdb seeks to clarify some of the misinformation concerning leveraged exchanged traded funds by outlining the types of the leveraged ETFs, the nature and structure of the vehicle, and the manner in which compounding works. Read more
(Seeking Alpha: Jul 27, 2010)
In his Seeking Alpha column, RIA Joseph Shaefer explains his strategies for hedging clients’ portfolios against a market decline using various inverse ProShares ETFs. Read more.
(ETFDatabase: Jun 10, 2010)
Michael Johnston notes that an interesting "twist" on the S&P 500 is the ProShares Credit Suisse 130/30 (CSM). He compares CSM to the S&P 500 and finds it to be an investment worth exploring. Read more
(Index Universe: Apr 27, 2010)
Dave Nadig of Index Universe proposes strategies for ProShares Ultra S&P500 (SSO) during the compounding effect of trending markets, and the deterioration effect of trendless markets. Read more
(The Wall Street Journal: Apr 18, 2010)
Gregory Zuckerman contends that bubbles are the "new norm" and buy and hold is now a risky strategy, and this new way of thinking can be used to an investor’s advantage by considering inverse ETFs as a potential hedge against market downturns. Read more
(ETFDatabase: Apr 5, 2010)
Michael Johnston discusses the misconceptions of leveraged and inverse ETFs; in particular, he cites ProShares Ultra S&P500 to show how well these ETFs may track over periods longer than one day. Read the full article here
(Etfdb.com: Nov 18, 2009)
Michael Johnston discusses in the ProShares announcement that they are expecting to pay zero year-end capital gains distributions for leveraged and inverse ETFs in 2009 as further evidence to disprove the myth that leveraged products lack the tax efficiency of more traditional ETFs. Read more.
(Advisor Perspectives: Oct 13, 2009)
Tom Lydon of ETF Trends contributed an article to Advisor Perspectives newsletter on leveraged and inverse ETFs. Read more.
(ETF Database: Oct 5, 2009)
ProShares´ new addition, ProShares Credit Suisse 130/30 (CSM), is attracting interest and assets. Read the full story. (View most recent month-end ProShares performance) Read more.
(MarketWatch.com: Aug 23, 2009)
MarketWatch syndicated funds columnist Chuck Jaffe stated that "state securities regulators misfired and missed the point" by including leveraged ETFs in an announcement by the August 18 "Top 10 Investor Traps" press release from the North American Securities Administrators Association. Read more.
(SeekingAlpha.com: Aug 9, 2009)
In a recent Seeking Alpha article, financial advisor Ron Rowland broke down the class-action suit, agreeing that the suit's claims appear to be "without merit". Read more.
(ETF Database: Aug 4, 2009)
While under fire from regulators and politicians, author Michael Johnston dispels seven common myths about leveraged ETFs. Read more.
(Ignites.com: Jul 27, 2009)
Responding to increased scrutiny and restrictions, leveraged and inverse ETFs such as ProShares reach out to educate and enlighten. ProShares CEO Michael Sapir is also quoted. (Subscription is required for access.) Read more.
(Seeking Alpha: Jul 24, 2009)
ETF Digest founder, David Fry, provides commentary in support of leveraged and inverse ETFs, stating, “Leveraged issues should be used strategically and tactically by experienced investors over short periods of time...” Read more.
(CNBC: Jun 18, 2009)
Bob Pisani, CNBC’s stock editor, highlights the four new Short International ProShares while discussing trends in international investing. Watch the video. Read more.
(TheStreet.com: Jun 16, 2009)
TheStreet.com’s Peter Navarro provides commentary regarding the steepening yield curve and what it may mean for the economy. ProShares Short Fixed-Income products, PST and TBT, are mentioned. Watch the full video. Read more.
(ETF Trends: Mar 13, 2009)
Tom Lydon of ETF Trends.com debunks several myths surrounding leveraged ETFs, including their involvement in market movement and impact. Read more.
(MSN Money: Jan 20, 2009)
MSN Money funds columnist Tim Middleton recommends ProShares UltraShort Semiconductors (SSG), UltraShort 20+ Year Treasury (TBT) and Ultra Euro (ULE) as ETFs worth adding to your 401(k)s in today’s market environment. Read his full recommendations. Read more.
(The Wall Street Journal: Jan 4, 2009)
Veteran fund reporter Tom Lauricella delves into the effects of compounding on the performance of Ultra and UltraShort ProShares. He also credits ProShares’ explanations of the impact of compounding over the long term. (Subscription may be required for access.) Read more.
(MSN Money: Dec 30, 2008)
MSN Money columnist Tim Middleton is relying on leveraged ProShares to get ahead of possible market improvements in the next few months. Read his rationale. Read more.
(Chicago Tribune: Dec 21, 2008)
When the Chicago Tribune puts this question to nine experts, Garzarelli-renowned for calling the ’87 crash-chooses ProShares Ultra QQQ (QLD) for what she thinks will be an upside market in 2009. Read more of Garazelli’s and other expert’s recommendations. Read more.