Story perspectives

Investors Shift to Value Stocks, ETFs Outperform S&P 500

4/13/2026

Summary

Story summary

In 2026, investors shifted from tech and growth toward value, dividends, small-cap, international, defensive stocks that outperformed the S&P 500.
Three ETFs stand out: Schwab U.S. Dividend Equity ETF (SCHD), State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP), and iShares MSCI South Korea ETF (EWY).
SCHD emphasizes dividends and value.
XOP benefits from higher energy prices.
EWY capitalizes on South Korea's semiconductor role in artificial intelligence.

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Story summary

In 2026, investors shifted from tech and growth toward value, dividends, small-cap, international, defensive stocks that outperformed the S&P 500.
Three ETFs stand out: Schwab U.S. Dividend Equity ETF (SCHD), State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP), and iShares MSCI South Korea ETF (EWY).
SCHD emphasizes dividends and value.
XOP benefits from higher energy prices.
EWY capitalizes on South Korea's semiconductor role in artificial intelligence.