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Active ETFs Surge Past Passive, and These Are in the Lead
Reported by Nathan Reiff. Posted: 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's $1 Quadrillion AI IPO
Exchange-traded funds (ETFs) are widely known for simplifying investing and keeping costs low by passively tracking indices. Interestingly, actively managed ETFs—those not tied to a specific index and typically carrying higher fees because portfolios are curated by managers—have grown faster than their passive counterparts. Goldman Sachs reports that inflows into active ETFs were about four times stronger than those for passive ETFs last year.
Actively managed ETFs can capture alpha and often employ more sophisticated strategies, which may appeal to more adventurous investors. Among the many funds available today, two actively managed ETFs (and one that mirrors an active strategy) may stand out.
CGDV Aims for Dividends and Price Appreciation Through an Active Approach
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👉 Unlock the ticker now and get it completely free.The Capital Group Dividend Value ETF (NYSEARCA: CGDV) seeks dividend income above the average yield on U.S. stocks, focusing primarily on large, established domestic firms and, secondarily, large international companies. Managers diversify across many sectors, though information technology, industrials, and healthcare represent the largest weightings.
At least 90% of its equity assets are invested in issuers with investment-grade or higher ratings, and the fund aims to provide a stable source of income during market turbulence. Its active structure gives managers flexibility to adjust holdings as conditions change, appealing to investors seeking a nimble, defensive strategy.
CGDV holds just over 50 dividend-paying 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 income-focused 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 approach and follows growth-at-a-reasonable-price (GARP) principles. The objective is to combine solid return potential with relatively lower risk than the broader market. Managers are not constrained by market-cap or other metrics, instead building the portfolio from the bottom up.
The fund holds roughly 100 companies selected for fundamental strength, performance history, and growth potential. It can serve as a core holding, offering diversified exposure to many large U.S. names for an expense ratio of 0.31%. Mixed in are some less familiar firms to many retail investors, including pharmaceutical distribution company Cencora Inc. (NYSE: COR).
TCAF returned just over 10% in the past year, trailing the broader market. However, the fund has seen strong inflows—nearly $1.9 billion from institutional investors—which could make it worth a closer look for potential future gains.
A Non-Active Fund Mimicking an Active Approach
The trend toward active strategies has 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 most passive funds—investors gain access to an index built around Ives' selections.
Many of IVES' roughly 30 holdings are familiar large-cap tech names available in other ETFs, but its unique weighting and multi-cap approach can differentiate the portfolio from more traditional options.
The fund may appeal to investors who follow Dan Ives' analysis and share his bullish view on the AI revolution. Launched in June 2025, IVES lacks a long track record but has already attracted nearly $1 billion in assets and trades actively, with a one-month average volume exceeding 500,000.
Berkshire, Broadcom & Nucor Are Revving Their Buyback Engines
Reported by Leo Miller. Posted: 3/16/2026.
Key Points
- Berkshire Hathaway is signaling that its shares are below their intrinsic value as it restarts buyback spending.
- Chips giant Broadcom likely sees something similar in its stock as the firm's buyback activity is picking up big-time.
- Steel giant Nucor has surged over the past 52 weeks and now has large buyback capacity.
- Special Report: Elon Musk's $1 Quadrillion AI IPO
Two companies with market capitalizations over $1 trillion and North America's top steel producer just announced sizable share buybacks. All three moves signal managements' confidence in their outlooks, with the world's largest financial services stock explicitly implying it believes the market is undervaluing it.
Berkshire Announces Resumption of Buybacks After Almost Two-Year Hiatus
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) is one of the most storied investment firms in history. It is also one of just a dozen companies with a market capitalization above $1 trillion and the only financial services firm in that group.
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The latest results meaningfully missed estimates, with operating earnings falling 30%, driven largely by a 54% decline in underwriting earnings in its insurance operations. Over the past 52 weeks, Berkshire shares have been essentially flat to slightly down.
Unlike many companies, Berkshire doesn't set buyback authorizations tied to a specific dollar amount. A 2018 amendment to its buyback policy allows repurchases whenever management believes the shares are "below Berkshire's intrinsic value, conservatively determined."
The company appears to believe that is the case in early 2026. In a recent SEC filing, Berkshire disclosed: "We are disclosing that we commenced repurchasing shares of our common stock under this policy on Wednesday, March 4, 2026." The size of those repurchases hasn't been disclosed, but the resumption is notable because Berkshire had not repurchased stock since mid-2024.
AVGO Undertakes Huge Buyback Spending and Reloads Its Chest
Semiconductor giant Broadcom (NASDAQ: AVGO), another member of the $1 trillion club, has also ramped up buybacks as its business benefits from strong demand for artificial intelligence (AI) solutions.
In its latest quarter, Broadcom beat estimates for both revenue and adjusted EPS and issued guidance that exceeded expectations for the next quarter. The company said it sees a path to more than $100 billion in AI revenue in fiscal 2027 (roughly the 2027 calendar year).
For context, that $100 billion projection would be about 46% higher than the $68.3 billion in total revenue Broadcom generated over the past 12 months. That AI figure excludes non-AI semiconductor sales and infrastructure software, which together accounted for roughly 56% of total revenue last quarter.
Even with those results, Broadcom shares remain about 20% below their all-time high.
Broadcom's buyback activity suggests management believes the stock is undervalued. The company spent $7.8 billion on buybacks last quarter — its second-largest quarterly total ever — after a period with little repurchase activity. It then announced a $10 billion repurchase authorization. Although $10 billion is less than 1% of Broadcom's roughly $1.5+ trillion market cap, the authorization — effective only through the end of 2026 — signals a desire to act quickly on the weakness in the share price.
NUE's Buyback Capacity Exceeds 10% as Shares Put Up Impressive Gains
Finally, Nucor (NYSE: NUE) is a dominant North American steelmaker. Based on 2024 data, Nucor produced more steel than any other North American company, though Asian firms dominate global production — leaving Nucor outside the world's top 10. Still, Nucor stock has performed well over the past 52 weeks, delivering roughly a 25% total return.
Several factors have helped Nucor. Steel tariffs have reduced U.S. imports, supporting domestic demand, and the foreign share of the U.S. finished steel market fell from about 25% early in 2025 to an estimated 14% by November 2025. Nucor expects that share to remain near or below that level in 2026. Demand from key end markets — including infrastructure, data centers, and energy — is also robust.
Those dynamics left Nucor with what it calls "historically strong backlogs" entering 2026: steel mill backlog rose 40% year over year, and steel products backlog increased 15%.
Against that backdrop, Nucor unveiled a $4 billion share buyback program — equal to nearly 11% of its roughly $37 billion market capitalization — giving the company meaningful capacity to return capital to shareholders over time.
AVGO's Buybacks Signal Undervaluation as AI Demand Explodes
Among the three, Broadcom's recent surge in buyback activity and its new repurchase authorization stand out. The moves suggest management believes the company's strong results and AI-driven outlook aren't reflected in the share price. Together, these actions are confidence-building for a firm central to the AI infrastructure buildout.
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