Under-the-Radar Small-Cap Cash Flow ETF
While large-cap growth stocks continue to lead the market, advisors are looking for alternatives such as small-cap value funds. One of the more popular ETFs this year has been the Pacer US Small Cap...
View ArticleFixed Income ETFs Support Range of Advisor Objectives
In the first half of 2024, fixed income ETFs represented 29% of the U.S. industry’s flows. This is encouraging as the asset category represents just 18% of the asset base. Fixed income ETFs are helping...
View ArticleWhy There’s Room for More ETF Adoption
The future for ETFs is bright. That’s my takeaway after reading State Street Global Advisors’ just-released 2024 ETF Impact Survey. VettaFi has a strong understanding about what financial advisors...
View ArticleNewer Active ETFs From Capital Group Offer More Conservative Approach
Capital Group first launched ETFs less than two and a half years ago, but is not slowing down. The firm’s asset base is just under $35 billion, aided by nearly $10 billion thus far in 2024. In June,...
View Article5 ETF Questions To Celebrate the Olympics
The Olympics just got started but I’m already smarter about the world around me. Every two years – for the Summer and Winter games – the opening ceremonies remind me of a few countries I had forgotten...
View ArticleConcerned About Market Valuation? Protect the Downside
The Vanguard S&P 500 ETF (VOO) was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows. Yet, VettaFi...
View ArticleDiving Into Concentrated Active Large Cap ETFs
One of the most valued attributes of ETFs is diversification. Rather than attempting to choose a couple of winning stocks, these equity funds own more securities. This should allow risk to be spread...
View ArticleSiblings of Popular Active Bond ETFs
Actively managed ETFs continue to remain popular. In the first seven months of 2024, these funds gathered 25% of the industry’s net inflows. These funds represent 7% of the assets. Based on data from...
View ArticleGrowing Supply of Active Municipal Bond ETFs
Actively managed ETFs continued to gain traction in July with $24 billion of net inflows. This represented 19% of the industry’s net inflows, which remains impressive given the 7% share of the assets....
View ArticleGolden Age for Fixed Income at BlackRock
There are many reasons to celebrate the BlackRock Flexible Income ETF (BINC). The actively managed multisector ETF launched less than 15 months ago. It is already approaching $4 billion in assets. It’s...
View ArticlePrecise Exposure of Fixed Income ETFs
While ETF popularity continues to grow, education remains key. Some advisors and investors use ETFs along with mutual funds or individual securities. Meanwhile, others gain exposure to an investment...
View Article3 Common ETF Misunderstandings
I’ve been writing about ETFs for almost 15 years. At my job, talking about an ETF by its ticker, and not its name, is the norm. Many of my daily discussions are with people who work elsewhere in the...
View ArticleThis Momentum ETF Has New Friends
Finally, someone believes the trend in the S&P 500 is their friend. In mid-August, the Invesco S&P 500 Momentum ETF (SPMO) had its 2024 net inflows nearly double. Invesco offers a range of...
View ArticleETF Investors Await Nvidia EPS
The week before Labor Day is usually a slow one. This one likely won’t be, though, with Nvidia set to report results after the close today. The high-flying stock is a constituent for nearly 700 ETFs,...
View ArticleVettaFi Is Finalist for 4 ETF Awards
The TMX VettaFi business segment is less than a year old, but it is already getting recognized for the breadth of its capabilities. Last week, we were named a finalist by ETF Express in four award...
View ArticleiShares Hits $1 Trillion in Fixed Income ETFs Globally
Fixed income ETFs continue to gain traction globally. As of August 2024, the asset category managed $2.5 trillion in assets, with iShares managing $1 trillion alone. Two decades ago, the first fixed...
View ArticleWhy BlackRock Now Likes International Value
Heading into a seasonally weak period can be cause for reviewing ETF exposures. Indeed, last week, the BlackRock Target Allocation Team, which runs model portfolios followed by many advisors, did just...
View ArticleT. Rowe Price Tapping Into Experienced Managers
There are many things that excite me about the latest wave of ETFs. However, toward the top of the list is that asset managers are bringing their best and brightest from the mutual fund world into the...
View ArticleActive, Crypto & Core ETFs, Oh My
Approximately 150 U.S.-listed ETFs gathered more than $1 billion in the first eight months of 2024. As I looked through the leaderboard, a few key themes jumped out. Yes, we’re halfway through...
View ArticlePositioning Equity Portfolios for Q4
I know many people have not looked at their portfolios or portfolio statements since the beginning of the summer (or perhaps longer). Upon review they might see the iShares S&P 500 Growth (IVW) was...
View ArticleAdvisors Very Comfortable With Active Equity ETFs
Actively managed ETFs represented less than 10% of U.S. assets but gathered approximately 30% of the industry’s flows this year, as of August. This is more than triple the market share achieved during...
View ArticleWhat Does a High Dividend ETF Own?
Following the Fed’s aggressive rate cut in mid-September, we believe many advisors are rethinking how they are providing stable income for client portfolios. High-dividend-yielding equity investments...
View ArticleBlackRock Puts 2 Active ETFs on Sale
There are more than 3,000 ETFs for advisors and investors to consider including dozens that launched in September alone. It is hard for recent products to get on the radar and gather assets. Last week,...
View ArticleAn Active Approach to Target Maturity
Investors have been embracing actively managed fixed income ETFs in 2024. So it is not surprising that the category is an area of focus for product development. The latest suite of active ETFs to catch...
View ArticleA Time for Portfolio Reflection
For some people, the early days of the fourth calendar quarter is a good time for reflection. In life and certainly in portfolios. How has the year gone the way you and your clients expected? Are there...
View ArticleWhy This Value ETF Is Seeing Strong Cash Flow
It’s been said it is the ETF year for active management, and the year for crypto ETFs, and the year for fixed income. All true, but there’s still demand for smart-beta index-based equity ETFs. Just ask...
View ArticleAstoria Advisors Talks Quality Growth Investing
Long-time ETF industry veteran and CEO and CIO of Astoria Advisors, John Davi, launched his firm’s third ETF at the start of October. The Astoria US Quality Growth Kings ETF (GQQQ) joined the $145...
View ArticlePreparing Your Fixed Income Allocation for 2025
The yield on the 10-year Treasury bond was back above 4% as of mid-October, after nearing 3.6% just a few weeks earlier. It is a challenge to understand where the yield will be by year end, let alone...
View ArticleLots of ETF Milestones to Celebrate
We love to celebrate ETF milestones at VettaFi, whether it is a well-established ETF hitting an even higher round number or newer products proving that age is not a factor. Last week, the first...
View ArticleUnder-the-Radar Active Equity ETFs
Actively managed equity ETFs have continued to gain traction in 2024 and risen in value. Some of the top performing funds were focused on in vogue, large-cap growth stocks such as the American Century...
View ArticleVettaFi Recognized for Index and Research Prowess
In the rapidly expanding ETF community, it can be hard to stand out. So it is with pride and gratitude that TMX VettaFi shares that it received three ETF Express awards last week. TMX VettaFi is now a...
View ArticleHow ETFs Can Help on Halloween
The S&P 500 is up sharply in 2024, as are many other indexes. While this has been a treat for advisors and their clients, some investors might be spooked. So let’s take a quick stroll, nowhere near...
View ArticleCommunity Engagement in the Digital Age
It’s exciting when the financial services community comes together to learn from one another. VettaFi hosts several virtual events on a weekly basis with leading asset management companies and...
View ArticleA Smarter Way To Midcap?
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by...
View ArticleBond ETFs Trade on Veterans Day
Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service. Today is also a holiday for many. The bond market is...
View ArticleA Record Year for ETF Inflows Imminent
[Editor’s Note: “As of November 12, the year-to-date net inflows for U.S.-listed ETFs was $915 billion, setting a new annual record. Strong demand for equity ETFs pushed the industry past the...
View ArticleGLD Still Shines 20 Years Later
A few firsts in the U.S. ETF industry stick out to ETF nerds. November 18, 2004, was one of them. This was when the first — and still largest — gold ETF, the SPDR Gold Shares ETF (GLD), launched. GLD...
View ArticleCap Gains Season to Spur ETF Demand
It is almost the official start of the holiday shopping season, also known as Thanksgiving. However, just as some retailers have offered savings to early shoppers, ETF providers have offered early tax...
View ArticleFidelity Crosses $100 Billion ETF Milestone
In mid-November, Fidelity Investments joined the select ‘$100 billion in ETF assets’ club. While the firm still has a sizable presence in the mutual fund world, Fidelity’s ETFs have been gaining...
View ArticleETF Industry Gratitude
There is so much that I am thankful for in the ETF industry. I’m going to list some categories, but I’m sure my brevity will cause me to regret the absence of others. Record Year for ETF Flows The U.S....
View Article5 ETF Articles That Broke Through in 2024
On this platform, VettaFi covers a wide range of ETF topics to keep advisors and investors informed. Thus far in 2024, we published more than 3,000 articles. Let’s take a look at five of them that...
View ArticleiShares’ New International ETF Takes Active Approach
Active ETF supply and demand has accelerated in 2024. We believe a new active product from iShares is one to watch. The iShares International Country Rotation Active ETF (CORO), which launched today,...
View ArticleWhy $1 Trillion in New ETF Money Will Matter
In the next few days, the U.S. ETF industry could have more than $1 trillion of net inflows in 2024. As I write this, the ETFs have gathered $984 billion, according to Bloomberg. This will be a...
View ArticleHappy 15th Anniversary MINT
Actively managed fixed income ETFs have been increasingly popular in 2024. Investors have turned to professionals to help navigate the bond market amid shifting monetary and pending fiscal policies....
View ArticleHigh Yield Muni Bonds in Focus
During this week’s VettaFi Market Outlook Symposium, we learned that the advisor community is moderately positive on the outlook for fixed income heading into 2025. In a response to a kick-off poll,...
View ArticleNew Names, Same Compelling Active ETF Strategies
The roster of actively managed ETFs continues to shift based on advisor and investor demand. We try to take note of interesting launches. However, sometimes ETF name and ticker changes also catch our...
View ArticleActive Fixed Income ETF Demand Looks Strong for ’25
Advisors and investors have long turned to active management for fixed income exposure. They are increasingly favoring ETFs to access the markets. The ETF industry has crushed the prior year record for...
View ArticleReasons to Celebrate an ESG ETF
There’s a perception that ESG ETFs are less relevant or able to add value than in the past. The reality is that some ESG ETF are not only gathering assets, but are performing well too. Let’s dive into...
View ArticleVettaFi Voices Recap an ETF Year to Remember
Recently, my VettaFi Voice colleagues Roxanna Islam, Kirsten Chang, Cinthia Murphy and I got together to recap the amazing year in ETFs. We covered: Record industry wide flows and demand for S&P...
View ArticleA 2024 Worthy of Celebration
What a year it has been. Whenever I retire I will surely look back on 2024 fondly. The biggest news arguably was the launch in January of the first U.S.-listed spot bitcoin ETFs. Thanks to Grayscale’s...
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