https://investiqs.net/en/tags/factor-investing/Recent content in Factor Investing on InvestIQs — Investment Bloghttps://investiqs.net/images/og-default.pnghttps://investiqs.net/images/og-default.pngHugoenMon, 25 May 2026 00:00:00 +0000https://investiqs.net/en/study/structuring-a-late-stage-retirement-portfolio-analyzing-schds-dividend-efficacy-/Mon, 25 May 2026 00:00:00 +0000https://investiqs.net/en/study/structuring-a-late-stage-retirement-portfolio-analyzing-schds-dividend-efficacy-/An empirical analysis of SCHD and VIG for late-stage retirement planning. Evaluates dividend yields, factor exposure, and critical portfolio drawdowns for investors in their 50s.https://investiqs.net/en/study/ira-contribution-data-analyzing-the-trade-off-between-tax-deductions-and-liquidi/Fri, 22 May 2026 00:00:00 +0000https://investiqs.net/en/study/ira-contribution-data-analyzing-the-trade-off-between-tax-deductions-and-liquidi/Quantitative analysis of the trade-off between IRA tax deductions and liquidity constraints, evaluating capital allocation strategies for US retail investors.https://investiqs.net/en/study/schd-dividend-growth-rate-10-year-trajectory-separating-myth-from-data/Sat, 16 May 2026 00:00:00 +0000https://investiqs.net/en/study/schd-dividend-growth-rate-10-year-trajectory-separating-myth-from-data/SCHD's 10-year dividend growth data reveals two rate-regime cycles. A quantitative SCHD vs VIG comparison on total return, yield, P/E, and drawdown risk — with disconfirming scenarios for 2026.https://investiqs.net/en/study/vti-vs-vxus-15-year-return-data-and-the-tax-placement-gap-most-portfolios-ignore/Thu, 14 May 2026 00:00:00 +0000https://investiqs.net/en/study/vti-vs-vxus-15-year-return-data-and-the-tax-placement-gap-most-portfolios-ignore/VTI vs VXUS 15-year comparison: performance data, P/E valuation gap, and the foreign tax credit strategy that flips conventional account placement advice.https://investiqs.net/en/study/expense-ratio-compounding-003-vs-05-over-30-years/Sat, 25 Apr 2026 00:00:00 +0000https://investiqs.net/en/study/expense-ratio-compounding-003-vs-05-over-30-years/Expense ratio compounding model: 0.03% vs 0.5% over 30 years, with live ETF data, peer comparisons, and fee-drag scenarios.https://investiqs.net/en/study/tqqqs-5-year-drawdown-and-volatility-breakdown-where-3x-lagged-2x/Sat, 25 Apr 2026 00:00:00 +0000https://investiqs.net/en/study/tqqqs-5-year-drawdown-and-volatility-breakdown-where-3x-lagged-2x/A research note comparing TQQQ, QLD, and QQQ on five-year returns, drawdown, volatility, dividend yield, and path dependence to test whether 3x leverage really outpaces 2x.https://investiqs.net/en/study/qqq-vs-spy-10-year-regression-tech-concentration-vs-diversification/Fri, 24 Apr 2026 00:00:00 +0000https://investiqs.net/en/study/qqq-vs-spy-10-year-regression-tech-concentration-vs-diversification/QQQ vs SPY regression analysis on tech concentration, returns, and yield using exact yfinance data for US investors.https://investiqs.net/en/study/tqqq-five-year-drawdown-and-volatility-decomposition-when-3x-trails-2x/Fri, 24 Apr 2026 00:00:00 +0000https://investiqs.net/en/study/tqqq-five-year-drawdown-and-volatility-decomposition-when-3x-trails-2x/A data-driven look at TQQQ’s five-year drawdown, volatility, and path dependence versus QLD and QQQ, showing why 3x trailed 2x in this window.https://investiqs.net/en/study/voo-dca-after-12-months-real-returns-mistakes-and-schd-contrast/Wed, 22 Apr 2026 00:00:00 +0000https://investiqs.net/en/study/voo-dca-after-12-months-real-returns-mistakes-and-schd-contrast/VOO DCA after 12 months: real returns, SCHD comparison, and monthly ETF investing mistakes for U.S. investors.