FFTY: Spectacular Returns In 2025 Mask Issues

Innovator IBD® 50 ETF is a passively managed ETF tracking the IBD® 50 Index. FFTY is having such a moment this year, beating IVV and QQQ by a substantial margin. For context, 2017 was the only calendar year when this ETF beat IVV. It is worth exercising caution, though, as it is questionable whether outperformance is sustainable.

Seeking Alpha • Oct 10, 2025

Cathie Wood Is Back — But Plays Second Fiddle To This Hotter ETF

Cathie Wood's ARK Innovation is having a great year so far versus the S&P 500. But it still can't quite match an even hotter ETF.

Investors Business Daily • Jan 24, 2025

Stock Market Reverses Lower Ahead Of CPI Data; Top-Rated Growth Stocks Pressured Again

Major stock indexes ended mildly lower in the stock market Tuesday, but Google parent Alphabet scored a technical breakout. The post Stock Market Reverses Lower Ahead Of CPI Data; Top-Rated Growth Stocks Pressured Again appeared first on Investor's Business Daily.

Investors Business Daily • Dec 10, 2024

Why Now For U.S. Equity Income?

US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.

Seeking Alpha • Dec 11, 2023

FFTY: Uneven Recovery After Cataclysmic 2022

FFTY has an intricate, labyrinthine index-based strategy with a focus on growth stocks. The reality is more complex. Incepted in 2015, FFTY outperformed IVV only in 2017. After a 52.4% decline in 2022, it has been recovering slower than IVV and QQQ. The article discusses portfolio changes since February 2023, delving into factor exposure nuances.

Seeking Alpha • Jun 4, 2023

FFTY: Deeper Delve Into The Portfolio, No Reason To Upgrade

Leveraging the CAN SLIM Investing System, FFTY targets the 50 most promising stocks selected from around the 7,000-strong universe. The article provides an update on FFTY's performance and current factor exposure, with due attention paid to shifts in sector allocations.

Seeking Alpha • Feb 9, 2023

FFTY: A Silver Lining On The Valuation Side, Vulnerabilities Elsewhere

FFTY is an extremely high-turnover, expensive ETF with poor risk dispersion owing to the high-conviction strategy with holdings limited to just 50 names. What I appreciate is that FFTY mixes the profitability factor (i.e., via Return on Equity) with growth, an alluring combination, yet again this does not translate into steady, consistent alpha.

Seeking Alpha • Nov 19, 2022

FFTY: With Momentum Weak, Avoid This ETF

FFTY ETF contains 50 companies curated by Investors Business Daily according to their CAN SLIM system developed by IBD's founder Bill O'Neil. This system selects companies on the basis of factors like high margins, margin expansion, sales growth and EPS growth as well as an innovative factor driving the trend.

Seeking Alpha • Sep 4, 2022

FFTY: Patchy Returns Surprise Despite Solid Strategy

FFTY is a growth-heavy mid-caps-leaning fund with gargantuan turnover owing to weekly reconstitutions. The index it tracks encompasses 50 high-conviction picks selected from the list of around 7,000 equities, with a slew of growth and quality metrics considered.

Seeking Alpha • Aug 5, 2022

Franklin Custodian Funds' Dynatech Fund: Don't Buy This Dip – Legacy Fund Ratings Are Misleading

A deep dive into this fund's holdings reveal a portfolio that is inferior to its benchmark and the S&P 500.

Forbes • Apr 4, 2022