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"Sell in May and Go Away" is a popular Wall Street adage, denoting traditional market underperformance during summer months (May to October). Investors might consider several investment strategies to navigate the May-October period more effectively that could lead to a winning portfolio.
Style Box ETF report for IWD
Profiling trends through pairs of ETFs continue to tell a story of failed breakouts and frustrated expectations. The trend barely wavered for US stocks over shares in emerging markets.
There are countless methods and nuances of (systematic) value investing, but the general idea remains "cheap beats expensive". Not always, but on average over the long run. The iShares Russell 1000 Value ETF tracks the Russell 1000 Value Index and offers a simple, transparent, and cheap implementation of the value premium for US large caps.
The Russell 1000 Growth ETF outperformed the Russell 1000 Value ETF by the widest margin since 2001 last week.
IWD and IUSV track the S&P 900 Value Index and the Russell 1000 Value Index. Over the last ten years, IUSV has outperformed by 23% with marginally higher volatility. However, I expect that will change going forward. S&P Value Indices are less value-oriented after last year's rebalancings, demonstrated by Microsoft and Amazon listed as IUSV's #1 and #3 holdings.
Style Box ETF report for IWD
IWD holds a value-oriented subset of the Russell 1000 Index. The heaviest sectors are financials, healthcare and industrials.
The Russell 1000 Value index surged 10.1% in October, beating its growth counterparts by 4.3 percentage points.
Style Box ETF report for IWD