Posts tagged as:

MDY

Ten ETF Stats That Will Shock You

by Michael Johnston on January 6, 2010

The final numbers for the ETF industry are in for 2009, and the results are truly impressive. Total ETF assets grew nearly 50% on the year, aided by a strong recovery in financial markets but also by strong cash inflows across the board. ETFs have clearly been established as much more than a passing fad, and seem poised to stage a challenge to mutual fund supremacy in coming years. [click to continue…]

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Insider ETF Wraps Up Solid Year

by Michael Johnston on December 31, 2009

In the beginning of the ETF industry, there was SPY. From there, the initial wave of expansion included primarily “plain vanilla” equity funds offering exposure to widely-followed benchmarks, such as the Dow, Nasdaq, and even sector-specific indexes. But innovation and product development in the ETF world didn’t stop there. The last five years have seen ETFs expand from a closet industry to a mainstream investment option. And as the popularity of these funds has increased, so too has the available product line. ETFs now provide access to nearly every corner of the investable universe, from fixed income to commodities to hedge fund strategies. [click to continue…]

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Beyond MDY: Three Outperforming Mid Cap ETFs

by Michael Johnston on December 22, 2009

As 2009 draws to a close, it appears that this will be another “year of the mid cap.” Although equities of all sizes have posted strong gains this year (particularly when compared to 2008), mid caps have led the way, and mid cap ETFs have  generally outperformed their small and large cap peers. Some investors [...]

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Chrales Schwab ETFs: Uphill Battle Ahead

by Michael Johnston on July 23, 2009

Charles Schwab, one of the world’s best known and largest asset management firms, recently took another step towards finally breaking into the rapidly-expanding ETF industry. Earlier this month, Schwab filed paperwork with the SEC to launch nine ETFs. The proposed funds will have the benefit of the Schwab name (and the tremendous resources that come [...]

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ETF Assets Rose $5.7 Billion In June

by Michael Johnston on July 16, 2009

Total ETF industry assets increased by $5.7 billion, or about 1.0%, during the month of June, driven by both new fund offerings and creation of additional units in existing funds. Among the other highlights from the monthly statistical bulletin released by SSgA:

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BNY Mellon Tops $100 Billion of ETF Assets Under Custody

by Michael Johnston on June 30, 2009

In the lastest milestone reached in the ETF industry this year, The Bank of New York Mellon (BNY) announced on Tuesday that it has exceeded $100 billion in ETF assets under custody for the first time. BNY, which maintained just a single portfolio of less than $1 billion a decade ago, is now by far [...]

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May ETF Summary: Return to Old Form

by Michael Johnston on June 10, 2009

After growing at a torrid pace in 2008, the ETF industry had showed signs of slowing down through the first four months of 2009. But May represented a return to old form, with more than $14 billion in new assets flowing into ETFs during the month according to Morningstar, the largest monthly inflow of the [...]

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Study: ETFs Come Out Ahead in Tax Efficiency

by Michael Johnston on May 27, 2009

By now, many investors have heard countless times the advantages of ETFs over mutual funds: lower costs, tax efficiency, improved transparency, etc., etc. While the cost issue is relatively straight forward, the tax advantages of ETFs are a bit more confusing. Even with a detailed explanation, this advantage remains a largely theoretical concept for most [...]

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