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.
Today's Bonus News Active ETFs Surge Past Passive, and These Are in the LeadReported by 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: Have $500? Invest in Elon's AI Masterplan
Exchange-traded funds (ETFs) have long been known for simplifying investing for non-professionals while keeping costs low through passive strategies that track indexes. Notably, however, actively managed ETFs—those that do not track an index but whose portfolios are curated by fund managers and often carry higher fees—have been growing faster than their passive counterparts. Goldman Sachs reports that inflows into active ETFs were about four times larger than those for passive ETFs last year. Active ETFs can potentially capture alpha and may employ more sophisticated strategies, which appeals to investors seeking differentiated exposure. In a crowded ETF market, two actively managed funds—and one passive ETF that effectively mimics an active approach—stand out. CGDV Aims for Dividends and Price Appreciation Through an Active Approach Gold prices are surging, but there may be a more compelling way to play the rally. A little-known asset called 'Canadian Gold' has outpaced physical gold, silver, the NASDAQ, and the S-P 500 since its inception. Research shows that 'the Warren Buffett of Canada' and a close associate of Warren Buffett himself are both quietly accumulating positions in this overlooked alternative. Click here to discover why Canadian Gold is drawing serious investor attention The Capital Group Dividend Value ETF (NYSEARCA: CGDV) targets dividend income above the average yield of U.S. stocks, focusing primarily on large, established domestic firms while also including select large international companies. CGDV's managers diversify across sectors, though information technology, industrials and healthcare are relatively prominent. With at least 90% of its equity assets invested in stocks with issuer ratings of investment grade or better, CGDV aims to provide a stable source of income even during market volatility. Its active approach gives managers flexibility to adjust holdings as conditions change, which may appeal to investors seeking a defensive but adaptable strategy. CGDV holds just over 50 dividend-paying stocks, including names such as Applied Materials Inc. (NASDAQ: AMAT) and Microsoft Corp. (NASDAQ: MSFT). Its expense ratio of 0.33% is higher than some passive dividend ETFs, but CGDV's one-year return of nearly 21% and a dividend yield of 1.31% may justify the cost for some investors. TCAF's Core Equity Approach Combines Big Names With Lesser-Knowns The T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA: TCAF) uses a core equity strategy guided by growth-at-a-reasonable-price (GARP) principles. The fund seeks a blend of upside potential and measured risk relative to the broader market, building its portfolio from the bottom up without strict market-cap or other metric constraints. The result is a portfolio of about 100 companies screened for fundamental strength, performance history and growth prospects. Investors can use TCAF as a core holding to gain diversified exposure to some of the largest U.S. stocks for an expense ratio of 0.31%. Mixed in are less familiar names to many retail investors, such as pharmaceutical distribution firm Cencora Inc. (NYSE: COR). Over the past year this basket has returned just over 10%, slightly trailing the broader market. Still, TCAF has attracted significant inflows recently—including nearly $1.9 billion from institutional investors—which could be worth noting for investors evaluating future potential. A Passive Fund That Mimics an Active Approach The shift 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 technology analyst at Wedbush Securities. With an expense ratio of 0.75%—higher than many passive funds—IVES gives investors exposure to an index constructed from Ives' selections. Many of its roughly 30 holdings are familiar large tech names that can be accessed through other ETFs, but IVES' unique weighting and multi-cap approach can differentiate it from more traditional options. This fund may appeal to investors who follow Dan Ives' analysis and share his optimistic view of the AI opportunity. Launched in June 2025, IVES lacks a long performance history but has already gathered 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