Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Exclusive Content from MarketBeat Active ETFs Surge Past Passive, and These Are in the LeadBy Nathan Reiff. Published: 3/23/2026. 
Key Points - Actively managed ETFs have seen significant acceleration of inflows in the last year, potentially signaling a shift in how investors approach this space.
- Two active funds that may be worth a closer look include CGDV and TCAF, with a focus on dividend value and a GARP approach, respectively.
- Other passive funds may reflect some aspects of active ETFs, such as IVES, which is based on an index but tied to the views of technology analyst Dan Ives.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Exchange-traded funds (ETFs) have long been known for simplifying investing for individual investors while keeping costs low through a passive management approach that tracks indices tied to different strategies. Oddly, though, actively managed ETFs—those not tied to a specific index and whose portfolios are curated by fund managers, often at higher fees—have been growing faster than their passive peers. Goldman Sachs reports that inflows into active ETFs were about four times greater than those for passive ETFs last year. Active ETFs can offer greater potential to capture alpha and may employ more sophisticated strategies, which appeals to more adventurous investors. Amid the flood of funds on the market today, two actively managed ETFs (and one passive fund that resembles an active strategy) stand out in particular. CGDV Aims for Dividends and Price Appreciation Through an Active Approach After nearly five decades on Wall Street, Louis Navellier says a major currency shift is already underway - and the wealthiest Americans, including Musk, Zuckerberg, and Ellison, are quietly moving money out of dollars and into a different type of asset entirely. It's not bitcoin or any other crypto. Navellier has identified 7 companies he believes are positioned at the center of this trend - the last time he spotted a setup like this, Nvidia climbed as high as 10,000%. Watch Navellier's urgent briefing and get all 7 company names The Capital Group Dividend Value ETF (NYSEARCA: CGDV) targets dividend income above the average yield on U.S. stocks, focusing primarily on large, established U.S. companies, with secondary exposure to large non-U.S. firms. CGDV's managers diversify the portfolio across many sectors, though information technology, industrials, and healthcare have larger weights. At least 90% of its equity assets are invested in stocks with issuer ratings of investment grade or better, giving CGDV a defensive tilt intended to provide a stable income source during market turbulence. Its actively managed structure gives the managers flexibility to adjust holdings as conditions change, which may appeal to investors seeking a nimble, defensive approach. CGDV holds just over 50 high-quality dividend stocks, including names like Applied Materials Inc. (NASDAQ: AMAT) and Microsoft Corp. (NASDAQ: MSFT). With an expense ratio of 0.33%, CGDV is more expensive than some passive dividend ETFs. However, its one-year return of nearly 21%, combined with a dividend yield of 1.31%, may justify the higher cost for some investors. TCAF's Core Equity Approach Combines Big Names With Lesser-Knowns Using a core equity approach, the T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA: TCAF) targets stocks using growth-at-a-reasonable-price (GARP) principles. The goal is to balance upside potential with relatively lower risk compared with the broader market. TCAF's managers are not constrained by market-cap or other preset limits and instead build the portfolio in a bottom-up fashion by identifying individual companies they believe are attractively positioned. The result is a portfolio of roughly 100 companies screened for fundamentals, performance history, and growth potential. Investors might use TCAF as a core holding to gain broad exposure to some of the largest U.S. stocks; the fund carries an expense ratio of 0.31%. Mixed in are less familiar names to many retail investors, such as pharmaceutical distributor Cencora Inc. (NYSE: COR). Over the past year, the basket returned just over 10%, slightly underperforming the broader market. Still, TCAF has seen a strong surge in inflows, including nearly $1.9 billion from institutional investors, which may make it worth a closer look for potential future gains. A Non-Active Fund Mimicking an Active Approach The move toward active strategies has even influenced some passive ETFs. The Dan Ives Wedbush AI Revolution ETF (NYSEARCA: IVES) is passively managed but tracks an index of AI-related technology companies based on the convictions of Dan Ives, a well-known analyst at Wedbush Securities. For an expense ratio of 0.75%—higher than most passive funds—investors gain access to an index constructed from Ives' selections. Many of the roughly 30 holdings are familiar large-cap tech names that are available in other ETFs. IVES' distinctive weighting and multi-cap approach, however, can differentiate its portfolio from more traditional AI-themed funds. This type of fund may appeal to investors who follow Dan Ives' analysis and share his optimism about the AI revolution. Launched in June 2025, IVES does not yet have an extensive track record, but it has already attracted nearly $1 billion in assets under management and trades actively, with a one-month average trading volume above 500,000 shares. |
Post a Comment
Post a Comment