Small Caps Challenge Momentum Factor's Throne

The momentum risk factor has been leading the field in recent history, but there are signs that a rotation may be underway, based on a set of ETFs through yesterday's close (July 20). After a long run of relatively weak small-cap results, the recent strength for these shares raises the possibility that a leadership rotation may be developing.

Seeking Alpha • Jul 21, 2026

IVE: Value Stocks Hit An All-Time High, Why Investors Should Stick With The Style

I reiterate a buy rating on iShares S&P 500 Value ETF as it reaches new record highs amid favorable macro data. IVE benefits from strong technical momentum, diversified sector and size exposure, and modest volatility, with support at $223 and near-term targets of $239–$248. Valuation is no longer cheap at 18.5x P/E and a PEG just below 2.0x, but robust absolute and relative strength justifies continued optimism.

Seeking Alpha • Jul 16, 2026

Are the Odds of a Fed Rate Hike Rising? ETFs Worth Watching Now

A hawkish Fed may not be off the table. Despite a recent pullback, Fed hike bets remain elevated.

Zacks Investment Research • Jul 10, 2026

Value ETF (IVE) Hits a New 52-Week High

IVE hits a 52-week high as investors rotate toward value amid market uncertainty.

Zacks Investment Research • Jul 6, 2026

Should iShares S&P 500 Value ETF (IVE) Be on Your Investing Radar?

Launched on May 22, 2000, the iShares S&P 500 Value ETF (IVE) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Zacks Investment Research • Jul 2, 2026

Anxious About an AI Bubble? ETFs to Help Navigate the Risk

Stretched tech valuations are reviving AI bubble fears. These ETFs can help navigate the uncertainty.

Zacks Investment Research • Jun 30, 2026

Will Micro Caps Steal The Momentum Factor's Performance Crown?

Momentum continues to stand out as the dominant equity risk factor since the war with Iran began on Feb. 28. The iShares MSCI USA Momentum Factor ETF has soared more than 32% since the initial attacks on Iran—an extraordinary gain compared with the rest of the field.

Seeking Alpha • Jun 30, 2026

ETFs to Consider for Diversification Beyond the AI Trade

The recent tech sell-off serves as a reminder of why portfolio diversification and stability are important. These ETFs can help build a more balanced and resilient portfolio.

Zacks Investment Research • Jun 24, 2026

ETFs for Investors Seeking Balance Amid Ceasefire Optimism

Markets rally on ceasefire hopes, but should investors chase the headlines? ETFs can offer a balanced approach in a headline-driven market.

Zacks Investment Research • Jun 12, 2026

Value ETF Investing Back in Focus Amid Persistent Market Volatility

Markets remain volatile amid geopolitical tensions, inflation concerns and tech weakness, which have driven renewed interest in value ETF investing as a defensive strategy.

Zacks Investment Research • Jun 11, 2026