Converting Your IRA to a Roth Means Paying the Tax Early on Purpose, and These 3 ETFs Are Why It Still Wins

Paying the IRS on purpose sounds like financial malpractice, but under the right conditions it unlocks a compounding shelter that ordinary accounts can never touch. Three ETFs turn that counterintuitive move into a serious long-term advantage.

24/7 Wall Street • Sep 10, 2026

AVUV: Quality Advantages Make This Small-Cap Value ETF A Winner

The Avantis US Small Cap Value ETF earns a 'buy' rating for its focus on quality and value, outperforming passive peers over a full market cycle. AVUV's active management emphasizes low valuations and high profitability, resulting in superior margins, ROIC, and ROE compared to IJS and IWN. With a forward P/E of 11.91x and double-digit next-year EPS growth, AVUV offers attractive valuation and multiple sources of potential total returns.

Seeking Alpha • Sep 4, 2026

Ten Stocks Are Now 38% of the S&P 500. These 3 ETFs Are the Escape Hatch

The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes.

24/7 Wall Street • Sep 1, 2026

More Signs Of Growth Across AI And Europe

Europe shows tentative signs of improvement, but the recovery remains uneven. AI investment is increasingly influencing U.S. capital spending and trade.

Seeking Alpha • Aug 29, 2026

You Max the 401(k), Own the House, and Still Have Cash Piling Up. These 3 ETFs Are the Next Account

You did everything correct. The 401(k) is maxed, the mortgage is on autopilot, and the emergency fund is boring and full.

24/7 Wall Street • Aug 21, 2026

Small Caps, Big Opportunities: Consider Value Amid Rally

Small-cap equities are winning out against their large-cap counterparts in a classic David versus Goliath ETF battle. After years of mega-cap technology dominance, small-cap equities have delivered investors a historic first half of 2026.

ETF Trends • Aug 17, 2026

Small Caps Are Beating the S&P for Once. This Fund Pays 14% While They Run

Small caps have been having a year. The iShares Russell 2000 ETF (NYSEARCA:IWM) is up 18.3% year-to-date and 32.73% over one year, finally outperforming the S&P 500 after years of lagging.

24/7 Wall Street • Aug 7, 2026

AVUV: Buy The Small-Cap Value With A Profitability Edge

Avantis U.S. Small Cap Value ETF (AVUV) is initiated as a Buy for its superior factor-driven approach and persistent outperformance versus the Russell 2000 Value benchmark. AVUV's profitability screen filters out value traps, delivering a portfolio that is both cheaper and more profitable than its benchmark, with ~800 diversified holdings. The fund has outperformed its benchmark by 4–4.5% annualized since inception, with a 0.25% expense ratio and robust liquidity for institutional-scale allocations.

Seeking Alpha • Aug 2, 2026

Forget the Russell 2000. This Small-Cap ETF May Be the Smarter Buy

Small-Cap stocks have been some of the market's strongest recent performers, with year-to-date returns for the Russell 2000 Index up approximately 20%.

24/7 Wall Street • Jul 17, 2026

The Case for Holding AVUV in Your Roth IRA

Small-cap value has been one of the loudest asset classes in the market over the past year, and the tax bill on that ride depends entirely on which account holds it.

24/7 Wall Street • Jul 14, 2026