• Finally an ETF for Rejects

  • Sep 11 2024
  • Length: 30 mins
  • Podcast

Finally an ETF for Rejects

  • Summary

  • For every stock that enters an index like the S&P 500 or Russell 1000, another must exit. One might assume these “deletions” are a sorrowful bunch whose demotion to the B-team means they’re no longer worthy of your portfolio. Yet Rob Arnott, founder of Research Affiliates and a longtime champion of “smart beta,” discovered that many of these rejects tend to perform better after being dropped from the indexes.

    On this episode, Eric and Joel speak with Arnott about his new exchange-traded fund, $NIXT, which holds dozens of such stocks with equal-weighting. They discuss how the ETF—Arnott’s first launch—may complement your portfolio, what’s behind the performance, how the portfolio rebalances and why smart beta has endured.

    See omnystudio.com/listener for privacy information.

    Show more Show less

What listeners say about Finally an ETF for Rejects

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.