Finance ❯ Investment Analysis

Performance Metrics

Return on Investment Expense Ratios S&P 500 Risk Assessment Benchmarking Dividend Yield Quarterly Earnings Beta and Returns Yield Comparison Annualized Volatility Beta Net Flows Annual Returns

Vanguard Information Technology ETF Posts Massive Decade‑and‑Two‑Decade Gains

Concentration in a few mega‑cap tech names has driven large compounding returns and creates clear risk that those gains may not repeat.

Vanguard’s VYM Touted as 'Crash Insurance' for Portfolios

How to Choose Between Broad Healthcare ETFs and Biotech-Focused Funds

Healthcare ETFs Force a Choice Between Low Cost and Higher Growth

MLPX Beats EMLP on Cost, Yield and Recent Returns

VIG’s 6.6% Yield on Cost Puts Dividend Strategy Trade‑Offs in Focus

Meridian Growth Fund Posts Slight Q4 Loss, Trails Russell 2500 Growth

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

Mairs & Power Balanced Fund Trails Benchmark in H1 2025 as Managers Reposition Portfolio