English
Back
  • English
  • 繁體中文
  • 简体中文
  • Dark
  • Light
Open Account

Futu Research | ETF Investment Research

Views 39092024.11.12

[Indices ETF] US stocks hit a new high, which US equity ETFs can be invested in

US Stock Indices

In recent years,US StocksThe market continues to be hot,S&P 500 Index,Dow Jones Industrial AveragewithNASDAQ COMPOSITE INDEXIt is setting a new all-time high. For the broader investor, it is important not only to keep an eye on the new highs of these indices, but also to understand the differences between the indices and how to develop effective investment strategies based on the characteristics of these indices.

Here are the recommendations for investing in US equity indices ETFs

U.S. Stock Dividend Indices ETFs - Off-The-End Income-Income-Incentive Investors

Long-term income investors tend to look for those with long-term dividend capacity and lower volatilityIndices ETFs, sometimes using a covered call strategy to increase revenue. Here are some examples:

DVY Dividend Index ETF

Features: DVY tracks the Dow Jones U.S. Select Dividend Index, designed for investors seeking stable dividends, and includes a range of large and medium-sized company stocks with strong dividend histories and prospects.

Dividend Index ETF-iShares Dow Jones (DVY.US)
Dividend Index ETF-iShares Dow Jones (DVY.US)

JEPI JPMorgan Equity Premium Income ETF

Features: JEPI (JPMorgan Equity Premium Income ETF) is an innovative strategic ETF that provides investors with an income stream of both stock dividends and option premiums by holding S&P 500 index constituents and using a covered call strategy. Designed to increase total returns and cash flow while staying connected to the market, this ETF is especially suitable for long-term income-driven investors who seek a higher return than traditional dividend ETFs but also want to maintain a certain level of market participation. However, it should be noted that while the covered call strategy helps to boost earnings, when the stock market rises substantially, it may limit the ETF's overall return as the bullish options sold limit potential capital gains.

JPMorgan Equity Premium Income ETF (JEPI.US)
JPMorgan Equity Premium Income ETF (JEPI.US)

U.S. Equity Broad-based Index ETF - Robust Investors

Robust investors will prefer low-risk, market-representative US equity broad-based index ETFs, such as:

SPDR S&P 500 Index ETF

FEATURES: SPY CLOSELY TRACKS THE S&P 500 INDEX, WHICH PROVIDES DIVERSIFIED OPPORTUNITIES FOR INVESTING IN U.S. MID-TO-LARGE COMPANIES AND IS THE FOUNDATION OF MANY INVESTORS' CORE HOLDINGS PORTFOLIO.

SPDR S&P 500 Index ETF
SPDR S&P 500 Index ETF

VTI Global Story Index ETF

FEATURES: VTI COVERS ALMOST ALL MARKET CAPITALIZATION RANGES OF THE U.S. EQUITY MARKET, PROVIDING INVESTORS WITH AN OPPORTUNITY TO PARTICIPATE FULLY IN U.S. STOCK MARKET PERFORMANCE, WITH ONLY LOWER MANAGEMENT FEES AND HIGH STABILITY.

VTI Global Story Index ETF
VTI Global Story Index ETF

IEFA ASUS Core MSCI EAFE ETF

FEATURES: IEFA TRACKS THE MSCI EAFE INDEX, WHICH FOCUSES ON STOCKS IN EMERGING INTERNATIONAL MARKETS, HELPING INVESTORS SPREAD RISK GLOBALLY FOR SOLID EARNINGS GROWTH.

IEFA ASUS Core MSCI EAFE ETF
IEFA ASUS Core MSCI EAFE ETF

US Equity Strategic Indices ETF - Aggressive Investors

Aggressive investors tend to be keen to invest in US equity strategic ETFs with higher risk and potential returns, such as:

QLD Proshare Doubles to Do Donastak Index ETF

Features: QLD is a double leveraged product of the Nasdaq 100 index, designed to deliver higher returns over the short term than the benchmark index, suitable for investors who are confident in the direction of the market and willing to take on higher volatility risks.

ProShares Doubles to Do Donastak 100 Index ETF (QLD.US)

TECL TRIPLES MULTI-TECH ETF

Features: TECL uses a 3x leverage strategy that closely tracks the performance of technology blocks, which can generate significant excess returns when investors take a good look at the tech sector, but at the same time comes with greater downside risk.

3X Multi-Tech ETF-Direxion (TECL.US)
3X Multi-Tech ETF-Direxion (TECL.US)

RSP Average Weighted Index ETF

Features: While the RSP is not a leveraged ETF, it achieves a more positive provisioning strategy in terms of market-weighted indices by giving weightings such as all constituent stocks. When market volatility is evident, equity-weighted strategies may yield returns that exceed traditional broad-based indices, but may also show greater volatility over certain periods.

Average Weighted Index ETF-Rydex S&P (RSP.US)

How to Trade US Stock Index ETFs with Futu?

Before investing in a US equity index ETF, you first need to open a securities (stocks) account. Just like depositing money in a bank, you need to open a bank account first.

Securities (Stock) Account Opening Process

Step 1: Head over to the Futubull network and sign up for a new account.(Register now)

Step 2: Open a securities account on the basis of the Futu account.(Open account now)

>> Futu Securities offers 5x24 hours trading of US shares and free LV2 emotions, help you to open your wallet and enjoy new rewards instantly

Learn more about what an ETF is, an ETF investment guide

One-stop trading with Futubull

Enjoy welcome rewards and lifetime 0 commission on HK stocks

Terms and conditions apply right-arrow

| GENERAL DISCLAIMER |

This report (the “Report”) is prepared by Futu Securities International (Hong Kong) Limited (“Futu Securities”). The person who retained this Report either via receiving and/or reading  (including any relevant attachment), shall agree to be bound by the terms and limitations set out below as has the right to retained this Report. Any failure to comply with these limitations may constitute a violation of the law.

This Report shall not be reproduced in whole or in part, distributed or published by you for any purpose. Futu Securities shall not be liable for any direct or consequential loss arising from any use of material contained in this Report.

The information contained in this Report has been obtained from public sources which Futu Securities has no reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in this Report are based on such information and are expressions of belief only.

Futu Securities has not verified this information and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or verified or should be relied upon as such. Any such information or Research contained in this Report is subject to change, and Futu Securities and/or its affiliated companies (collectively the “Futu Group”) shall not have any responsibility to maintain the information or Research made available or to supply any corrections, updates or releases in connection therewith. In no event will Futu Securities be liable for any special, indirect, incidental or consequential damages which may be incurred from the use of the information or Research made available, even if it has been advised of the possibility of such damages.

Any opinions, forecasts, assumptions, estimates, valuations and prices contained in this Report are as of the date indicated and are subject to change at any time without prior notice.

This Report is intended for general circulation only and does not take into account the specific investment objectives, financial situation or particular needs of any particular person. This Report should not and does not constitute an offer, solicitation, invitation, recommendation for buying or selling of investment products or as basis on making any investment decision, or constitute as professional advice from any member of Futu Group. The products mentioned in this Report may not be suitable for all investors and a person receiving or reading this Report should seek advice from a financial adviser regarding the suitability of such products, taking into account the specific investment objectives, financial situation or particular needs of that person, before making a commitment to invest in any of such products.

This Report should not be relied upon as authoritative without further being subject to the recipient’s own independent verification and exercise of judgment. The fact that this Report has been made available constitutes neither a recommendation to enter into a particular transaction nor a representation that any product described in this Report is suitable or appropriate for the recipient. Recipients should be aware that many of the products which may be described in this Report involve significant risks and may not be suitable for all investors, and that any decision to enter into transactions involving such products should not be made unless all such risks are understood and an independent determination has been made that such transactions would be appropriate. Any discussion of the risks contained herein with respect to any product should not be considered to be a disclosure of all risks or a complete discussion of such risks.

This report is provided by Futu Securities, which is regulated by the Securities and Futures Commission of Hong Kong (SFC) in Hong Kong. If you have any questions about the Futu Securities Research Report, please contact Futu Securities. The CE number of SFC held by the author has been disclosed next to the author's name on the front page of the Report.

Nothing in this Report shall be construed to be an offer or solicitation for the purchase or sale of a security. Any decision to purchase securities mentioned in this research should take into account existing public information, including any registered prospectus in respect of such security.

The Relevant Report does not have regard to any individual-specific investment objectives or financial situation. Individual investors should seek professional advice from an independent financial adviser, and refer to the relevant offering documents and/or other latest published information on the ETF including the risk factors regarding the suitability of specific investment products.

Information in the Relevant Report has been obtained or derived from sources generally available to the public and believed by the analyst(s) to be reliable.

All investments carry risks, and it is possible to lose the entire investment amount. Any past performances, projections, forecasts or simulation of results are not necessarily indicative of the future performance of any investments.

The ETF has not been and will not be authorised by the SFC under section 104 of the SFO. The Relevant Report does not constitute an advertisement, invitation or document which is or contains an invitation to the Hong Kong public to acquire an interest in or participate in a collective investment scheme under section 103 of the SFO.

| Certification |

Analyst(s) certified that (i) the views expressed in this Report accurately reflect his/her personal views on the listed corporation in this Report; and (ii) no part of his/her compensation was, is or will be, directly or indirectly, related to the specific recommendations or views expressed in this Report.

Analyst(s) certified that he/she and/or his/her associate did not deal in or trade the listed corporation or its relevant securities within the 30 days prior to and 3 business days after the issue of this Report.

| Disclosure of Interest |

Analyst Disclosure: Neither the analyst(s) preparing this Report nor his/her associate has any financial interest in or serves as an officer of the listed corporation covered in this Report.

Firm’s Disclosure: Futu Securities does not have any investment banking relationship with the listed corporation covered in this Report in the past 12 months nor any financial interest of 1% or more of the market capitalization in the listed corporation. In addition, no executive staff of Futu Securities serves as an officer of the listed corporation.

| Availability |

The information, tools and material presented herein are not directed, intended for distribution to or use by, any person or entity in any jurisdiction or country where such distribution, publication, availability or use would be contrary to the applicable law or regulation or which would subject Futu Securities to any registration or licensing or other requirement, or penalty for contravention of such requirements within such jurisdiction.

Information contained herein is based on sources that Futu Securities believed to be accurate. Futu Group and/or relevant personnel (i.e., employees of Futu Group) may have positions and transactions in relevant investment products. Futu Group and/or relevant personnel does not bear responsibility for any loss suffered by the investor from the use of or reliance on the information set out in this report.

For details of different product's risks, please visit the Risk Disclosures Statement on http://www.futuhk.com.

This Report is written in Chinese and English, and the two versions are equally valid. If there is any contradiction between the two versions, the English version shall prevail.


Recommended

    sidebar-banner-img
    On this page