Finding the Value Sweet Spot in 2026

As we navigate the first quarter of 2026, the Magnificent Seven exhaustion we tracked last year has given way to broader market participation. At VettaFi, our advisor engagement data shows a quiet but persistent winning streak for value investing.

ETF Trends • Feb 23, 2026

DFNL: Alpha And Hot Expectations On The Financial Segment

Davis Select Financial ETF is focused exclusively on the financial sector with the objective of generating long-term growth of capital. From the holding distribution, it appears that DFNL is making a bet on management quality rather than on systemic winners. A choice that in recent years has generated alpha compared to widely used solutions such as XLF.

Seeking Alpha • Feb 1, 2026

Buffett Indicator Turns Red: Time for High-Momentum Value ETFs?

Buffett indicator at record highs flags risk. These high-momentum, lower-P/E ETFs -- DEM, DFJ, BUSA, DFNL, DGT -- may offer value cushions.

Zacks Investment Research • Jan 7, 2026

Capital One to Acquire Discover Financial: ETFs in Focus

The Capital One-Discover merger represents a strategic endeavor to create a formidable player in the global payments landscape.

Zacks Investment Research • Feb 20, 2024

Regional Banking Concerns Produce Financial Services ETF Outflows

Lipper Financial Services ETFs recorded their largest weekly outflow of the year over the past fund flows week (-$1.4 billion). On top of the bank failures, market participants are worried about the largest U.S. banks gaining an increasing market share by allowing them to take over the smaller regional institutions.

Seeking Alpha • May 16, 2023

Banks Are On Sale But Risks Remain

One month ago, Silicon Valley Bank failed, with a resulting decline across the diversified banking industry. Some investors may be tempted to buy the dip, while others are considering doubling down on losing positions.

Seeking Alpha • Apr 11, 2023

The Active ETF Tent Is Growing Larger

Despite representing just 4% of ETF assets at the end of the first quarter of 2022, actively managed ETFs pulled in 11% of the net inflows in the first three months of the year.

ETF Trends • Apr 19, 2022

Banking Faces Seismic Changes

A depositor protection scheme insulates banks from its depositors' anticipation of impending failure. Banks expand credit by a process of double-entry book-keeping.

Seeking Alpha • Jul 2, 2021

ETF of the Week: Davis Select Financial ETF (DFNL)

ETF Trends CEO Tom Lydon discussed the Davis Select Financial ETF (DFNL) on this week's “ETF of the Week” podcast with Chuck Jaffe on the MoneyLife Show. DFNL is an actively managed portfolio of global financial sector stocks.

ETF Trends • Jul 1, 2021

Banks Passed the Fed's Stress Test. What's Next for Financial ETFs?

As was widely expected, major domestic banks passed the Federal Reserve's most recent stress test, paving the way for the central bank to sign off on dividend increases and share repurchases. Shareholder rewards, often one of the primary reasons to embrace the financial services sector, could be to the benefit of an array of exchange [.

ETF Trends • Jun 28, 2021