Zacks Value Trader Highlights: ARKK, QVAL, DEEP, FOVL and RPV

For Immediate Release

Chicago, IL – February 16, 2021 – Zacks Value Trader is a podcast hosted weekly by Zacks Stock Strategist Tracey Ryniec. Every week, Tracey will be joined by guests to discuss the hottest investing topics in stocks, bonds and ETFs and how it impacts your life. To listen to the podcast, click here:

Using ETFs to Buy Deep Value Stocks

Welcome to Episode #222 of the Value Investor Podcast.

Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.

ETF investing is hot in 2021 thanks to the incredible 2020 performance of ARK Investment’s ETFs, including its flagship ETF, ARK Innovation ARKK.

The ARK ETFs are actively managed by firm founder Cathie Wood and her team of analysts.

You’ll pay a higher expense ratio for her expertise.

ARK Innovation has an expense ratio of 0.75%.

While ARK focuses on disruptive innovators, are there similar niche ETFs that investors can use to diversify their value holdings?

4 ETFs Focused on Deep Value Stocks

1. Alpha Architect US Quant Value ETF QVAL is fully automated but follows a quantitative, rules-based methodology to identify undervalued stocks. It normally owns between 40 and 50 stocks. It has an average forward P/E of 12.3.

2. Roundhill Acquirers Deep Value ETF DEEP shifted this ETF to small cap and micro cap companies as of Oct 26, 2020. It now has about 100 holdings. It has an average P/S ratio of 1.0.

3. iShares Focused Value Factor ETF FOVL is focused on large and mid-cap companies with value characteristics. Financial services are more than half the portfolio and it doesn’t own any healthcare. It’s more “focused” as it only owns 40 stocks. It has a forward P/E of 13.7.

4. Invesco Pure Value ETF RPV tracks the S&P 500 pure value index, so it’s going to own large cap companies. Financials are about 40%. And energy makes up 9.6%. It now owns 124 companies with an average P/B ratio of just 0.86.

Expense ratios are higher on all four of these ETFs compared to the basic value ETFs with hundreds of stocks run by companies like Vanguard.

They range from 0.25% to 0.8%.

Should value investors add a niche ETF to their portfolio?

Find out on this week’s podcast.

These Stocks Are Poised to Soar Past the Pandemic

The COVID-19 outbreak has shifted consumer behavior dramatically, and a handful of high-tech companies have stepped up to keep America running. Right now, investors in these companies have a shot at serious profits. For example, Zoom jumped 108.5% in less than 4 months while most other stocks were sinking.

Our research shows that 5 cutting-edge stocks could skyrocket from the exponential increase in demand for “stay at home” technologies. This could be one of the biggest buying opportunities of this decade, especially for those who get in early.

See the 5 high-tech stocks now>>

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