WisdomTree’s DGRW combines dividend growth, profitability, and balance sheet strength to help advisors navigate shifting correlations and market stress. The fund aims to provide a disciplined alternative to traditional cap-weighted core equity strategies.
Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.
U.S. Global Investors’ Frank Holmes discusses how the SEA ETF seeks to offer diversified, inflation-sensitive exposure to global trade by targeting companies that power shipping, logistics, and cargo—beyond borders or benchmarks.
Innovator’s BFRZ ETF offers a new take on buffered strategies, combining 100% downside protection, attractive upside targets, and ongoing access—no market timing required. With a laddered options structure and active management by Parametric, BFRZ is built for advisors seeking flexibility, consistency, and capital preservation.
WisdomTree’s QGRW ETF offers advisors a research-driven alternative to cap-weighted growth strategies. By combining rigorous quality screens with forward earnings expectations, the strategy captures AI-era opportunities across sectors while avoiding speculative pitfalls that plague traditional growth investing approaches.
Many large-cap strategies drift down the market-cap spectrum, leaving portfolios unintentionally underweight mega-caps such as Apple and Microsoft. The USMC ETF from Principal Asset Management aims to fill this gap with a rules-based approach that emphasizes financial strength, offering targeted quality exposure.
The PSC ETF from Principal Asset Management aims to address common portfolio blind spots through a rules-based strategy that provides scalable small-cap exposure while avoiding the capacity constraints and quality issues that plague traditional small-cap investing.
