Todd photo.png

.

Recent Content By Todd Rosenbluth
Core Strategies Channel

How Much Credit Risk Should You Take On?

In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond...

Innovative ETFs Channel

Looking to Loan ETFs

Fixed income ETFs gathered $51 billion of new money in the first quarter. This represented 26% of...

News

Active Managers to Help Assess Fed Next Move

Advisors have long turned to active management to gain fixed income exposure. Thus far in 2024,...

Innovative ETFs Channel

Growing Institutional Adoption of ETFs in 2023

Institutional adoption of ETFs continues, which should make all investors happy. In a new report...

Equity ETF Channel

Focusing on Free Cash Flow ETFs

In the past couple of years, ETF-oriented advisors have turned their attention to free cash flow...

Core Strategies Channel

Taking an Active Stance on Small Caps

Actively managed equity ETFs are gaining traction in 2024. Despite representing 5% of assets,...

China Insights Channel

Want Less China Exposure?

Emerging markets are off to a sluggish start to 2024. The Vanguard FTSE Emerging Markets ETF (VWO...

Tax Efficient Income Channel

Strong Performing Covered Call ETFs

Earlier in March, I joined ETF Prime with Nate Geraci. We discussed the status of his 2024 ETF...

Innovative ETFs Channel

High Quality ETFs Remain in Focus

Even after high demand in 2023, quality-focused investments are popular again in 2024. Indeed,...

News

Dynamic Decade for Women in ETFs Group

This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the...

ETF Education Channel

Happy 25th QQQ

On Sunday, the Invesco Nasdaq 100 ETF (QQQ B+) turned 25 years old. The more than $250 billion...

Fixed Income Channel

Vanguard's Recent Active ETF Expansion Worthy of Celebration

Among the larger ETF providers, few have product stability like Vanguard. When changes do occur,...

Equity ETF Channel

Another Strong Start For Active ETFs

Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34%of...

Crypto Channel

Grayscale ETF Trading on NYSE Key Milestone

Spot bitcoin ETFs have been in focus for the financial services community for the first two...

Fixed Income Channel

Chart of the Week: Advisors Looking at Municipal Bonds Choices

Investors continue to turn to low-cost core taxable bond ETFs in 2024. The Vanguard Total Bond...

News

A Wonderful Options-Based Dividend-Focused ETF?

This week, VettaFi hosted a webcast in partnership with Swan Global. The educational focus was on...

News

How Themes ETFs Stands Out in Crowded Market

There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I’m intrigued by a...

ETF Yield Channel

Chart of the Week: Advisors Considering Covered Call ETFs

Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI A)...

Financial Literacy Channel

Magnificent Seven Stocks Are in Different Sectors

Even if you have not heard of the Magnificent Seven stocks as a group, you likely know the...

News

Higher For Longer In Focus at Exchange

Higher for longer. This was the key message to me from advisors and ETF industry folks at the ...

Institutional Income Strategies Channel

Exchange: Connecting to Support Komen

The just-concluded Exchange conference brought together more than 1,800 people on-site in Miami....

News

Exchange: Are You as Smart as an ETF Nerd?

Advisors got educated about ETFs and ETF experts got to show off their knowledge. What could be...

News

Exchange: Talking Foreign Policy

Foreign policy is not all that foreign. That’s a key message from Dr. Richard Haass. He is...

ETF Yield Channel

Eaton Vance Loans Expertise to the ETF Market

When the Exchange conference starts on Monday, advisors will have a new active floating rate bond...

News

Exchange: The Other Big Game

On Sunday, I will be carrying on the tradition of gathering with friends before the Super Bowl....

News

Exchange: How to Build Portfolios Using ETFs

On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference...

News

Exchange: Reuniting the ETF Community

To celebrate the pending Exchange conference, VettaFi and some key industry partners were at the...

News

Meet the Newly Popular Active BlackRock ETF

The BlackRock U.S. Equity Factor Rotation ETF (DYNF B+)is approaching its fourth birthday. The...

Fixed Income Channel

Advisors More Conservative About Rate Cuts

While 2023 was the year of Fed rate hikes, the fixed income market is expecting 2024 to be the...

News

What's Hot & Not Besides Bitcoin ETFs

January 2024 is likely to be remembered for the strong launch of 10 new spot bitcoin ETFs and the...

Crypto Channel

Choosing Among Spot Bitcoin ETFs

I’m a big fan of ETF product development, but sometimes the choices can be overwhelming. For...

News

An ETF Nerd's Exchange Conference Preview

The long-awaited spot bitcoin ETFs are trading after a decade of waiting. So now the ETF and...

Beyond Basic Beta Channel

What's Now Inside Some Fundamentally Focused ETFs

Many of us were prepping for year-end (or on vacation in Belize, in my case) in December....

Crypto Channel

A Spot Bitcoin ETF is Coming Soon - Join VettaFi Event to Learn More

The ETF industry is buzzing as long-awaited spot bitcoin ETFs are likely to get the green light...

Institutional Income Strategies Channel

Chart of the Week: High Yield Gaining Traction With Advisors

After a year when advisors were relatively cautious about taking on credit risk, sentiment seems...

News

What's Inside Popular Growth and Value ETFs Is Not Static

In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven that...

Innovative ETFs Channel

Early Wrap-Up of Key ETF Trends From 2023

It’s exciting times in the ETF industry. For example, we might be headed for a photo finish in...

Innovative ETFs Channel

Positioning Your Portfolio for a New Market Cycle

Past performance is not indicative of future results. Yet many people seem comfortable with a...

Tax Efficient Income Channel

5 Charts on ETFs Recapping Equities in 2023

It’s been the year of active equity ETFs, the year of covered call ETFs, and a year when growth...

News

8 ETF Stories Recapping VettaFi's Growing Community

It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered...

News

New Emerging Markets ETF to Avoid Potential National Security Threats

In 2023, many people have had concerns about investing in broad emerging markets index ETFs. For...

Artificial Intelligence Channel

AI Remains in Early Investment Stage

A year ago, I’m pretty sure I had little idea what artificial intelligence (AI) was and what it...

News

8 Under-the-Radar Active ETFs for the Holidays

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors...

News

What ETFs Were Popular in November?

With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget....

News

A Pending BlackRock ETF to Watch

Even with $2.4 trillion in ETF assets spread across more than 400 ETFs, there’s a pending...

Institutional Income Strategies Channel

Chart of the Week: Advisors Willing to Take on Rate Risk

Many advisors and investors in 2023 have turned to fixed income ETFs with an average duration of...

Crypto Channel

Commodities and Cryptocurrency Offer an Alternative

VettaFi will be hosting an Alternatives Symposium tomorrow, November 28. We are covering a range...

Beyond Basic Beta Channel

How CLOs Can Provide an Alternative to Traditional Bond ETFs

Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been...

News

AllianceBernstein Crosses $1 Billion ETF AUM Mark

Demand has been strong for short-term fixed income ETFs in 2023. That helped AllianceBernstein...

Managed Futures Channel

Chart of the Week: What Alternatives Are Worthy of Attention?

The S&P 500 has rallied in recent days and was up close to 20% for the year. However, heading...

News

A Recap of BlackRock's Strong Fixed Income Flows

The U.S. ETF industry continues to evolve. In the first 10 months of 2023, fixed income ETFs...

News

BlackRock's Lineup Expansion and What's Next

The health of the $7 trillion U.S. ETF remains strong, with many advisors and investors pairing...

News

Loyal ETF Investors Rewarded With No Tax Bills

Did you have any caffeine today? Have you had any form of exercise this week? For most people,...

Artificial Intelligence Channel

LG Partners With AI-Driven ETF Provider

South Korean-based company LG is a global leader in electronics. You might turn to it when...

News

Chart of the Week: Fixed Income Exposure Matters Most

In late October, VettaFi hosted an Income Strategy Symposium for hundreds of advisors and some...

News

How Capital Group's New Active ETFs Are Positioned for Next Year

In September, Capital Group expanded its already popular active ETF lineup. The five new ETFs...

News

Dimensional ETF Success Driven by Demand for Low Cost Active

After offering mutual funds for four decades, Dimensional Funds turns three years old as an ETF...

ETF Building Blocks Channel

Are Dividends Payers Royalty or the Top Dog?

Given the recent market volatility, dividends are important to equity investors even though they...

ETF Yield Channel

Chart of the Week: Alternative Income ETF Comfort

Alternative income ETF strategies are hot, and many asset managers are bringing their expertise...

Crypto Channel

Bitwise Poised for the ETF Era for Crypto

Ethereum is the largest and most established decentralized supercomputer, according to Bitwise...

Disruptive Technology Channel

VettaFi Repeats as Best ETF Research Award Winner

Back-to-back years of celebration for VettaFi’s research! Last week, VettaFi received the Best...

News

Goldman Sachs New Covered Calls Offer Simplicity

Goldman Sachs Asset Management has seen strong net inflows in 2023 into its broad market equity...

China Insights Channel

Chart of the Week: Reducing Emerging Markets Risks

While developed U.S. and non-U.S. markets indexes were up year to date through October 20,...

Institutional Income Strategies Channel

Is Fixed Income ETF Sentiment Shifting?

We are focusing a lot of attention on fixed income at VettaFi in October. This week, we are...

Fixed Income Channel

Chart of the Week: Bonds in Focus

Bond investments remain in focus for many advisors given the geopolitical and monetary policy...

ETF Yield Channel

Parametric and Eaton Vance Expertise Inside an ETF

With five new actively managed ETFs launching today, the $1.4 trillion Morgan Stanley Investment...

Core Strategies Channel

Semi-Transparent ETFs Are Alive and Well

Active ETFs have gained in popularity in recent years. However, some pundits have prematurely...

Fixed Income Channel

VOO Reached a Key Milestone and Pairs Well With Bond ETFs

The third largest ETF recently reached the age of 13. Yes, the Vanguard 500 ETF (VOO A) is now...

News

Why You MUST Consider Muni Bond ETFs

Muni bond ETFs gathered $6.3 billion in the first nine months of 2023. However, a healthy $1.4...

Fixed Income Channel

Chart of the Week: Benefits of Active and Passive Bond Funds

Bond ETFs represent approximately 20% of the industry assets. Yet they have gathered more than...

Equity ETF Channel

Fundamentals Matter to ETF Investors

Approximately $140 billion of net inflows went into market-cap-weighted equity index ETFs in the...

Equity ETF Channel

Brandes Joins the Active Equity ETF Market

With a more than 40-year heritage of value investing, Brandes made its debut in the ETF market...

Fixed Income Channel

Chart of Week: Advisors Prefer Short-Term High-Quality Bonds

Advisors have choices to face with their fixed income allocation. Should they take on credit risk...

News

Calamos Brings Convertible Expertise to ETF Market

The convertible bond market has long been an appealing place to look for total return potential....

Equity ETF Channel

JPMorgan Says HELO to Those Seeking Downside Protection

JPMorgan has a pair of actively managed, options-enhanced equity ETF strategies with a combined...

Equity ETF Channel

Capital Group Provides Advisors Ability to Manage Risk Tolerance

Capital Group launched its first set of active ETFs in early 2022 with much success and has...

Equity ETF Channel

Chart of the Week: Making Tactical Moves With ETFs

Earlier this week, we reminded advisors and end clients to do homework. Don’t just rely on...

Equity ETF Channel

ETF Homework Remains Despite SEC Efforts

I was doing final prep work for the VettaFi Equity Symposium last week (close to 500 live...

Equity ETF Channel

How Thematic ETFs Differ From Sector Funds

Industrials securities are unloved by financial advisors. However, it is the backbone of a...

Beyond Basic Beta Channel

Even Moats Require Reinforcements

While index ETFs are considered passive, they are not static. It pays to understand when a group...

Equity ETF Channel

Being Different From Index ETFs Can Add Value

What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade....

Equity ETF Channel

Should You Turn to Dividend ETFs Given Fed Uncertainty?

Even though most people expect the Federal Reserve to leave interest rates unchanged this week,...

Equity ETF Channel

Successful Active Equity ETF Managers to Answer Questions

With actively managed ETFs, advisors and clients are willing to pay a premium relative to...

Disruptive Technology Channel

VettaFi's Growing Thematic Index Family Supports Key Slice of Portfolios

With the acquisition of EQM Indexes, VettaFi’s family of indexes now powers nearly $19 billion in...

Equity ETF Channel

Touchstone's Active ETF Lineup Is Focused on Income

Touchstone Investments now has six actively managed ETFs. It seeks to bring its “distinctively...

ETF Education Channel

NASDAQ 100 ETF Exposure Comes in Many Forms

The Invesco QQQ ETF (QQQ B+), and its lower-cost sibling Invesco NASDAQ 100 ETF (QQQM B), soared...

Beyond Basic Beta Channel

Equity ETFs Are Shining, But What's Next?

After a slow start to asset gathering, U.S.-listed equity ETFs were in vogue during the summer....

Artificial Intelligence Channel

AI Is Much More Than Hype

Last week, the VettaFi AI Symposium was one of the more popular places to be in the days before...

Artificial Intelligence Channel

Nvidia's Success Powering Many ETFs

A few weeks ago, VettaFi announced an AI symposium at the end of the month. Our hope was to bring...

High Yield Corporates Fixed Income Channel

High Yield ETFs Worth Exploring With VettaFi

VettaFi’s platforms touch advisors and investors in many ways on a daily basis. Through our ...

News

PIMCO's Active ETF Lineup Continues to Get Stronger

When I think of actively managed fixed income ETFs, PIMCO is one of the firms to come to mind....

ETF Building Blocks Channel

Chart of the Week: Different Small Cap ETF Packages

This year has been the year of innovation, with artificial intelligence (AI) all the rage. Yet,...

News

Why Is Quality the King?

VettaFi recently began a weekly series called This Week in ETFs. My colleague Heather Bell recaps...

News

Lots to Celebrate at the NYSE

I love ETF milestones, whether they are global bond ETF assets hitting a key level or a widely...

Modern Alpha Channel

Chart of the Week: ETF Fit Matters More Than Cost

How important is the cost of an ETF? Well, it depends on who you ask.

Active ETF Channel

Which ETFs Saw Unexpected Demand in July

July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the...

US Treasuries & TIPS Fixed Income Channel

Chart of the Week: Making Changes With Fixed Income ETFs

Equity ETFs were back in vogue in July gathering $43 billion of net inflows, yet fixed income...

Equity ETF Channel

State Street Slashes Fees on Portfolio Suite ETFs

Today, State Street Global Advisors cut the fees on 10 of its already-rock-bottom-priced “...

Fixed Income Channel

Advisors Favored Investment-Grade Corporates at VettaFi Event

Last week, VettaFi hosted a virtual three-hour event, the Fixed Income Symposium, with nearly...

Equity ETF Channel

Chart of the Week: Mid-Cap ETFs in Focus

It’s been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV A...

News

TCW Enters the ETF Market

TCW is the latest well-established asset manager poised to enter the ETF business. But unlike...

Fixed Income Channel

VettaFi's Fixed Income Symposium Is Set to Kick Off

Bonds have been the hottest ETF asset class in 2023. So far, we passed the $2 trillion mark and ...

Core Strategies Channel

What's Inside Active Bond ETFs

In the three-year period ended 2022, 48% of actively managed investment-grade intermediate fixed...

Institutional Income Strategies Channel

Bond ETFs for the Risk-Off and Risk-On Advisor

Many advisors are using fixed income ETFs as a strategic core position to build portfolios....

Core Strategies Channel

Chart of the Week: Quality Growth Coming Into Focus

Aided by a hot start, growth stocks led the broader market in the first half of 2023. However,...

ETF Education Channel

What's Inside QQQ and QQQM Is Going to Change (a Little)

Last week, Nasdaq announced an upcoming special rebalance of the Nasdaq-100 Index. Most investors...

Core Equity Channel

Strong First Half for Fixed Income but What's Next?

Net inflows to U.S. listed ETFs of just over $200 billion in the first half of 2023 is modest...

Equity ETF Channel

Fidelity Poised to Be an Active ETF Leader

Fidelity’s two largest ETFs are index-based. However, that might be short-lived as the firm...

News

iShares Jumps Into Buffer ETFs Market

With the launch of its first two buffer ETFs today, iShares is poised to help expand the pool of...

Financial Literacy Channel

Fixed Income ETFs Have Many Uses

Fixed income ETFs continue to gain in popularity, but not all investors are taking the same...

News

Bond ETFs Approach $2 Trillion in Global Assets

Bond ETFs are poised to reach another milestone. They are currently just shy of $2 trillion in...

ETF Building Blocks Channel

Chart of the Week: Dividend ETFs Worthy of Attention

While fixed income ETFs remain popular with advisors, we sense a shift in sentiment. Now that the...

ETFs in Canada Channel

Looking to Canada For ETF Innovation

Canada has experienced strong ETF growth aided by continued investor adoption of innovative...

ETF Building Blocks Channel

High Yield ETFs Worth Exploring With VettaFi

VettaFi’s platforms touch advisors and investors in many ways on a daily basis. Through our ...

Active ETF Channel

T. Rowe Price's New ETF, TCAF, Is Worthy of Appreciation

T. Rowe Price, a leading active manager, is making further inroads into the ETF market. Not long...

News

The Current Generation's Franklin Income Strategy

For nearly 75 years, Franklin Income, the mutual fund, has helped advisors and end clients....

Financial Literacy Channel

Chart of the Week: Pairing ETFs With Other Investments

Though a year ago our name changed to VettaFi, ETFs are still at the core of what we do. We run...

News

Goldman's ETF Expertise to Help Eagle Capital Enter the Market

In 2023, we have seen many ETF providers expand their active ETF lineup with some new products...

News

Amplify's Thematic ETF Lineup Will Soon Be More Diverse

The thematic ETF world will soon have a larger player to watch. Today, Amplify ETFs announced...

Core Strategies Channel

Pairing Factor ETF Strategies to Improve the Investor Experience

Advisors have lots of smart beta ETFs worthy of consideration. Most of them focus on a single...

The Responsible Investing Channel

ESG ETFs Are Highly Liquid

ETF Education Channel

Chart of the Week: Are There Financials in Your ETFs?

While it has been months since the latest regional bank failure, many advisors remain concerned....

Energy Infrastructure Channel

VettaFi Honored As Finalist for 2023 "Wealthie" Award In Research Innovation

Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards...

News

ETFs That Saw Unexpected Demand in May

There are more than 3,000 ETFs for advisors and heads of research — aka ETF nerds —...

News

Goldman Poised to Launch Covered Call ETFs

The JPMorgan Equity Premium Income ETF (JEPI A) has become one of the darlings of the ETF...

News

BlackRock's Greater Focus on Active ETFs

Active ETFs represent just a 6% share of the ETF markets, but advisors are gravitating toward...

Disruptive Technology Channel

Chart of the Week: How To Benefit From AI on Advisors' Minds

I’m smart enough to know that artificial intelligence (AI) is on the minds of many advisors. Not...

News

DoubleLine's ETF Lineup Doubled in Size

Just over a year ago, DoubleLine entered the ETF market and in May 2023 doubled its lineup. The...

News

New Artificial Intelligence ETF Simplifies Asset Allocation

Artificial intelligence is the latest buzzword to become part of the ETF ecosystem. We believe...

Institutional Income Strategies Channel

Insurers Own Major Stakes in Fixed Income ETFs

As of year-end 2022, U.S. insurance companies invested $37 billion in ETFs. This represented only...

News

Chart of the Week: Small-Cap Value ETFs Are Built Differently

Investors often use index-based style-driven ETFs to support their asset allocation. Despite my...

Active ETF Channel

Active Large-Cap Growth ETFs Currently Adding Value

Large-cap growth ETFs continue to lead large-cap value ones in 2023. Through May 16, the iShares...

Fixed Income Channel

Chart of the Week: Advisors Favor Investment-Grade Bond ETFs

Even with uncertainty about whether the Federal Reserve will soon pause its rate hiking program,...

Institutional Income Strategies Channel

9 Months Later, Single-Treasury Bond ETFs Prove Their Worth

Advisors tend to think of security-level diversification as one of the benefits of an ETF. While...

News

Attention Warranted for Stock Research-Driven ETFs

Before becoming an ETF analyst, I spent approximately a decade as a fundamental stock research...

Core Strategies Channel

Large-Cap Value ETFs Are Gaining Traction With Advisors

After large-cap value indexes outperformed growth peers in 2022, growth strategies have returned...

Core Strategies Channel

Trading ETF Best Practices: Use Block Desks

As more advisors embrace ETFs by shifting some of their client assets into the more...

Equity ETF Channel

Why Have Active Flows Been So Strong in 2023?

With $28 billion of net inflows in the first four months of 2023, according to VettaFi LOGICLY...

Energy Infrastructure Channel

Should You Turn to Equities for Commodity Exposure?

Sentiment improvedfor commodities as an asset class in April after falling out of favor in March...

Financial Literacy Channel

These ETFs Would Dominate if Expense Ratio Mattered

Year after year, investors say that expense ratio matters most when choosing an ETF. While I’ve...

Portfolio Strategies Channel

Success of RSP Rings a Bell

When the now-$34 billion Invesco S&P 500 Equal Weight ETF (RSP A-) first began trading 20...

Innovative ETFs Channel

Strong April Equity Flows for Up-and-Coming ETFs

U.S. equity ETFs regained popularity in April after largely being shunned in the first quarter...

Core Strategies Channel

At American Century, Active ETFs Accelerate Growth

It has been a tremendous start of the year for actively managed ETFs in 2023, which is cause for...

Modern Alpha Channel

Chart of the Week: Overseas, Quality Matters Too

While demand for U.S. equity ETFs has picked up in April, international equity funds continue to...

Portfolio Strategies Channel

RSP Celebrates 20th Birthday

Buy low, and sell high. A simple adage for stock-picking advisors to follow, but one that is hard...

News

Chart of the Week: Defined Outcome ETFs

With the S&P 500 Index up nearly 9% as of mid-April, advisors we heard from at VettaFi have a...

Fixed Income Channel

In 2023, Strong Demand for Vanguard Core Bond ETFs

U.S.-listed fixed income ETFs had net inflows of $52 billion in the first quarter of 2023, equal...

News

Investors Turned to ETFs During Volatile Markets

After back-to-back years of impressive net inflows into U.S.-listed ETFs, many thought that a $1...

News

AXS Offers ETF Access to Unique Strategies

As earnings season heats up, single-stock ETFs might garner attention. If they do, AXS...

Commodities Channel

On Commodities, Advisor Sentiments Are Shifting

Engagement on VettaFi’s ETF platforms can serve as a great indicator of advisor and end investor...

China Insights Channel

Chart of the Week: Comfort With Covered Call ETFs

In the past year, as the Federal Reserve has been aggressively raising interest rates, many...

News

Capital Group to Add New Global, Balanced ETFs

After an impressive first year as an ETF provider, during which it crossed the $7 billion in...

The Responsible Investing Channel

Who Runs the Companies Inside Your ETF?

Did you know that some large-cap, blue-chip companies like Accenture (ACN) (run by Julie Sweet),...

News

Thematic Index Lineup Joins VettaFi

A decade ago, when the ROBO Global Robotics & Automation Index ETF (ROBO B-) launched, the...

Innovative ETFs Channel

Chart of the Week: Advisors Try Not to Lose Q1 Gains

At the end of the first quarter, the S&P 500 posted a 7.5% gain, yet many advisors think...

Energy Infrastructure Channel

Energy Companies Reward Shareholders With Buybacks

According to S&P Dow Jones Indices (SPDJI), S&P 500 companies set an annual record with...

News

Advisors to Be Recognized with Investopedia 100 Awards

At VettaFi, advisors are our target audience for our commentary. They are regularly featured in ...

Fixed Income Channel

Advisors Using Multiple Approaches for Fixed Income

As of late March, $45 billion flowed into U.S.-listed bond ETFs, more than the $26 billion for...

Institutional Income Strategies Channel

While Financials Are in Focus, Many ETFs Differ

Though financials are 13% of the SPDR S&P 500 ETF (SPY A), roughly half the size of the...

Institutional Income Strategies Channel

Chart of the Week: Advisors Understanding High Yield Credit Risk

The largest U.S. high yield bond ETFs have seen sizable net outflows thus far in 2023, but in...

News

Shift to Quality Is a Statement on the Market, Not ESG

Sometimes the facts can get in the way of an ETF narrative. I think that’s what is occurring with...

News

This New Bank ETF Could Throw Its Weight Around Early

It seems like every day a new ETF launches, but 30 years in, it’s only rarely that one...

Fixed Income Channel

Bond ETFs Provide Diversification Benefits Once Again

This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs...

News

Ringing the Bell for Women in ETFs

This morning, many in the leadership of Women in ETFs rang the opening bell of the NYSE while...

Volatility Resource Channel

Advisors Show Interest in India-Focused ETFs

As a data and analytics company, VettaFi is aware what ETF topics are of greatest interest to...

Modern Alpha Channel

Chart of the Week: Advisors Favor Short-Term Treasuries

After coming into 2023 willing to take on risk to earn higher rewards using fixed income ETFs,...

Fixed Income Channel

Vanguard Passes $2 Trillion in U.S. ETF Assets

Vanguard crossed the $2 trillion mark in U.S.-listed ETF assets under management this week, aided...

Energy Infrastructure Channel

Don't Forget MLPs, High-Quality Dividend Growers

Dividend cuts are rare, but when some high-profile companies announce major reductions, as...

Core Strategies Channel

Advisors Plan to Use Active ETFs More in 2023

After a strong asset gathering year for actively managed ETFs in 2022, when the non-passive funds...

Portfolio Strategies Channel

Preparing for the 2023 Sector ETFs Shakeup

In March, what’s inside $200 billion of sector ETFs will be undergoing significant changes, but...

Core Strategies Channel

Chart of the Week: Advisors Favor Small-Cap ETFs

After a rough 2022, U.S. stocks bounced back in the first six weeks of 2023 amid optimism that...

News

ETF Nerd at Exchange: A Day in the Communal Life

A week after Exchange, I am still reveling in the tremendous financial services community of more...

News

A Day in the Life of an ETF Nerd at Exchange

Just a few days ago, the Exchange conference kicked off. The event had well over 1,800 attendees,...

News

Meet an Active ETF: JPMorgan Active Value

With more than $100 billion in U.S.-listed ETF assets, JPMorgan is one of the fastest-growing...

Fixed Income Channel

Impressive First ETF Year From Capital Group

In late February 2022, Capital Group launched its first six actively managed ETFs, and wow, what...

Innovative ETFs Channel

Practice Innovation Index Can Help Investors

More than 20 years ago, my first job at college was as a financial advisor at Morgan Stanley. I...

News

With ESG, Morgan Stanley Crashes the ETF Party

With today’s launch of six ETFs, Morgan Stanley is more than the latest sizable asset manager to...

News

How Many ETF Nerds Can Fit on Exchange's Stage?

In a few days, the Exchange conference will kick off and several hundred advisors will meet in...

News

Meet the 2023 Dividend Aristocrats

“Dividend aristocrats” is the name that S&P Dow Jones uses for its indexes of...

Innovative ETFs Channel

Chart of the Week: Advisors Willing to Face Interest Rate Risk

Ahead of next week’s Federal Reserve meeting, many advisors expect to take on additional interest...

Crypto Channel

Despite 2022, Advisors Remain Positive on Crypto

Last year was a tough year for crypto investments, yet most advisors that responded to a recent...

News

Lazzara: Relationship Between ETFs and Index Industry Since SPY

Craig Lazzara is a managing director in the core product management group at S&P Dow Jones...

News

Balchunas: Speaking at Exchange and Community in ETF Terrordome

Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and fund...

News

SPY Has Aged Well for 30 Despite So Many Grandkids

On Sunday, a select few of us in the ETF industry will be toasting the 30th anniversary of the ...

Fixed Income Channel

Chart of the Week: Appeal of Investment-Grade Corporates

Advisors are looking to investment-grade corporate bond strategies to obtain income at the start...

Fixed Income Channel

What Will Be Most Valuable to Exchange Attendees?

In less than three weeks, the Exchange conference kicks off in Miami Florida to bring together...

Free Cash Flow Channel

Chart of the Week: Advisors Who Favor High Quality May Be Surprised

When the market becomes volatile, advisors prefer high-quality investments. During a December...

ETF Building Blocks Channel

Smart Beta Is Still Kicking

In a livecast event this Friday, I’m going to be recapping the past year in ETFs and previewing...

Market Insights Channel

ETFs Are Benefitting From Being on NYSE Floor

Six weeks after the first ETF, a bond fund, moved onto the floor of the New York Stock Exchange...

News

In 2022, Innovator ETFs Protected the Downside

It’s hard to imagine a better year for Innovator ETFs than 2022 to set up 2023. The firm’s assets...

Innovative ETFs Channel

What You Own in Growth or Value ETFs Just Changed

For many advisors, 2022 was likely the year they rediscovered the merits of value investing. The...

Managed Futures Channel

5 Breakout ETFs in 2022 Outside the Top 3 Firms

As we wrap up 2022, it is no surprise to see iShares, Vanguard, and State Street Global Advisors...

ETF Building Blocks Channel

Among Dividend ETFs, a Big Dog Just Rebalanced

Demand for dividend ETFs has climbed throughout 2022 as advisors and investors have looked to...

Innovative ETFs Channel

Chart of the Week: Advisors Favoring Value ETFs Should Look Inside

After a long stretch of underperformance of its growth strategy peers, 2022 has been the year of...

News

Dorsey Wright's Popular First Trust ETF Owns ETFs with Relative Strength

Advisors have historically been hesitant to use an ETF that holds other ETFs inside, with broad...

ETF Education Channel

New ETF Seeks Specific Needles in Haystack of Needles

Buy low, sell high. Every advisor wants to follow this rule but doing so consistently is hard. A...

Global Diversification Channel

Top 5 2022 Insights Advisors Gave VettaFi

On a weekly basis, VettaFi has sought to respond to advisor needs in a novel way. We asked...

News

How to Help Clients With Their Capital Gains Burden

As a volatile 2022 for the stock and bond markets comes to a close, year-end portfolio planning...

Portfolio Strategies Channel

Chart of the Week: Advisors Pessimistic About Smaller Investments Next Year

While the SPDR S&P 500 ETF (SPY A) was down 15% as of early December, advisors have been ...

Volatility Resource Channel

Meet an ETF Provider: Franklin Templeton

Franklin Templeton has been building out its ETF lineup through product development, mutual fund...

News

Changes in Top Momentum ETF MTUM in Late 2022

The sector trend continues to be your friend heading into year-end, but ETF-focused advisors...

News

Capital Group Manager Highlights the Benefits of Active ETFs

It has been the perfect storm as a manager of a new active fixed income ETF in 2022 as rates rose...

News

Chart of the Week: Advisors Are Bullish Moving to 2023

Even with the S&P 500 Index down 16% as of late November, advisors told VettaFi they were...

News

Look at the Front End of the Curve, iShares Recommends

Bonds are back, and there is a huge opportunity at the front end of the curve, according to...

Innovative ETFs Channel

Why This Low Vol ETF Is So Popular

It has paid to take on less risk in 2022. The Invesco S&P 500 Low Volatility ETF (SPLV A+)...

News

New Use Case for Bond ETFs From Goldman Sachs

Another milestone occurred for the ETF industry this month as a Goldman Sachs short-term Treasury...

Disruptive Technology Channel

ARK Wraps Up Move to Florida With Broad Research Team

ARK Invest, which manages $14 billion in ETF assets primarily through active, disruptive...

News

Giving Thanks in the ETF Industry

There is a lot to be thankful for in the ETF industry in 2022 despite global equity and bond...

Innovative ETFs Channel

Chart of the Week: Advisors Seek Downside Protection

Even as the U.S. equity markets have partially recovered in the past month, advisors are still in...

News

PIMCO's ETF Transfer to NYSE Trading Is a Key Milestone

It has been nearly 30 years since the first U.S.-listed ETF began trading, so it is rare to find...

ETF Education Channel

Don't Get AGG-ravated, Add to Your Fixed Income Toolset

While 2022 is not finished, two things are quite likely to be a fact in early 2023. We will have...

Innovative ETFs Channel

Chart of the Week: Sectors That Look Healthiest

With the S&P 500 Index recently down 20% for the year, some advisors have been looking to...

Core Strategies Channel

Adoption of Active ETFs Is Picking Up

Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active...

ETF Building Blocks Channel

Chart of the Week: Clean Energy Themes

The Inflation Reduction Act, which was approved by a Democratic Party-led Congress and signed...

Energy Infrastructure Channel

ETFs Are Not Frightening Advisors on Halloween

When you write an ETF column for Mondays at a firm as creative as VettaFi, and it happens to be...

News

VettaFi Wins ETF Research Award

Last night, VettaFi received the Best U.S. ETF Research award from ETF Express, a dedicated ETF...

News

Capital Group Expands Its Popular ETF Lineup

Capital Group has found a strong audience for their actively managed core focused ETFs with an...

Active ETF Channel

Chart of the Week: Advisors Shifting Focus on Dividends

Demand for dividend ETFs has been strong in 2022 as advisors and end clients sought equity income...

News

BlackRock Moves the Bar for Dividend ETFs With Fee Cut

Advisors and end clients continue to save as asset managers like BlackRock make more ETFs...

Innovative ETFs Channel

Look Into ETFs as Tech Earnings Season Kicks Off

The latest tech earnings season has already kicked off, but many high-profile mega-cap growth...

News

Meet an ETF Provider Featuring AXS Investments

With more than 3,000 ETFs available in the U.S in an industry about to turn 30 years old., it...

China Insights Channel

Chart of the Week: Advisors Eye Emerging Markets

Advisors have long been told of the benefits of global diversification, but once again, in 2022,...

The Responsible Investing Channel

Want to Help Lower Client Bills? Try ESG ETFs

The supply of environmental, social, and governance (ESG) ETFs, as well as those that offer a ...

Fixed Income Channel

Chart of the Week: Advisors Find Safety Appealing

With advisors focused on the rapidly rising interest rates, they are highly interested in...

Innovative ETFs Channel

Value Exists in the Eye of the Beholder

In 2022, many of the most widely held value ETFs have significantly outperformed their growth...

Market Insights Channel

Meet the Latest ETF Provider: Harbor Capital Advisors

In the last few years, many well-established asset managers joined the ETF market, and VettaFi...

News

Meet the Latest ETF Provider: Harbor Capital Advisors

In the last few years, many well-established asset managers joined the ETF market, and VettaFi...

News

Chart of the Week: Advisors Seek Diverse Income

As the Federal Reserve is poised to continue hiking interest rates into 2023, advisors are...

News

ETF Growth Continues Despite Rough Market

When you see the largest ETF, the SPDR S&P 500 ETF (SPY A), down more than 20% year-to-date...

The Responsible Investing Channel

Chart of the Week: Advisors Still Learning About ESG

While investing based on environmental, social, and governance (ESG) metrics may be a wave of the...

News

Billions of Dollars Swarming to Treasury ETFs

The Federal Reserve continued its rate hiking party last week and indicated that it is not...

Global Diversification Channel

Chart of the Week: How ETFs Play Well With Others

In the past six months, I’ve written several dozen articles focused on commodities, equity, and...

Innovative ETFs Channel

Invesco to Leverage Active Fixed Income Expertise

Invesco just positioned itself for greater success in the fast-growing fixed income ETF market....

News

VettaFi ETF Research and Data Gains Recognition

It’s been six months since I joined the company now known to many as VettaFi as head of research....

News

Active Managers Fared Better Than Indexes This Year

The 12-month period ended June 2022 was relatively strong for actively managed U.S. equity mutual...

Innovative ETFs Channel

Chart of the Week: Advisors Bracing for Aggressive Fed

While the Federal Reserve raised interest rates notably in the first eight months of 2022,...

News

Meet an Active ETF: The Davis Select U.S. Equity ETF

In the last five years, many well-established asset managers joined the ETF market, including...

News

Lessons To Learn From 20 Years of SPIVA

Labor Day marks the end of summer when many kids return to school, football returns, and I...

News

Chart of the Week: International Equities Overweighted?

As of the end of August, from a market-cap perspective, 61% of global equities were invested in...

News

Meet an Active ETF: JEPI

The JPMorgan Equity Premium Income ETF (JEPI A) is one of the most researched ETFs on VettaFi’s...

The Responsible Investing Channel

ESG Is Not the Dark Lord Who Cannot Be Spoken Of

In the Harry Potter Series, the wizards are afraid to utter the name of the Dark Lord because to...

Innovative ETFs Channel

Advisors Benefit From Using Lower-Volatility ETFs

While large-cap U.S. equities bounced back this summer, the SPDR S&P 500 ETF (SPY A) was...

News

Meet a New ETF Provider: DoubleLine

DoubleLine is one the many established asset managers that entered the ETF market in the past...

Megatrends Channel

Meet a New ETF Provider With Neuberger Berman

Neuberger Berman is one the many established asset managers that entered the ETF market in the...

News

Chart of the Week: What Factors Matter Most

With the ETF market becoming more crowded weekly, advisors have their hands full trying to sort...

News

Morgan Stanley ETFs Are Arriving

The long-awaited moment is soon upon us. Morgan Stanley has filed for its first ever U.S. listed...

Commodities Channel

Digging in to See Which Commodities Are Compelling

Commodities ETFs incurred net outflows of $6.3 billion in July, shrinking the year-to-date net...

Megatrends Channel

Chart of the Week: Disruptive Tech Diversification

Advisors are primarily using thematic ETFs to complement a more broadly diversified portfolio,...

Fixed Income Channel

BND Becomes the Largest Bond ETF

The Vanguard Total Bond Market ETF (BND A) became the largest individual bond ETF in the U.S. at...

News

High Yield Bond ETFs Find Favor Once More

To celebrate the 20th anniversary of the first bond ETFs, investors flocked to the asset class,...

News

Chart of the Week: Advisors Like Emerging Equities

While U.S. equities remain top of mind for advisors, emerging equity markets are in greater focus...

Portfolio Strategies Channel

Advisors Can be Confused by Earnings Season

Last week was a big week for tech earnings, with many of the largest U.S. companies reporting...

ETF Education Channel

Chart of the Week: Advisors Increasingly Bullish

While U.S. equities remain in a bear market, advisor sentiment is improving across a range of...

News

Happy 20th Anniversary of Bond ETFs

The first bond ETFs began trading 20 years ago last Friday, and the industry is poised for...

Multi-Asset Channel

Chart of the Week: Advisors Like High-Yielding Bonds

With the Federal Reserve likely hiking interest rates even higher in the coming weeks, advisors...

Fixed Income Channel

A Brand New Bond ETF King?

There’s about to be a new bond ETF king. Indeed, there might be a new one by the time you read...

ETF Building Blocks Channel

Advisor Interest in Dividend-Rich REIT ETFs Rising

Real estate represents less than 3% of assets in the SPDR S&P 500 ETF (SPY A), yet it has...

News

Capital Group Plans ETF Expansion

With an impressive $2 billion of ETF assets gathered since launching their first ever ETF...

Multi-Asset Channel

Chart of the Week: How Advisors are Tapping Commodities

At the end of June, VettaFi asked advisors about their growing interest in commodities during a...

Thematic Investing Channel

Cyber ETFs Popular as Advisors Think Long-Term

It’s been a rough year for technology-focused equity strategies as investors rotated away from...

Innovative ETFs Channel

Chart of the Week: Advisors on International Equities

International equities are out of favor with many advisors in 2022. During a late June webcast...

Fixed Income Channel

ETF Bright Spots in the First Half of 2022

Net ETF inflows of $289 billion in the first half of 2022 (on pace for under $600 billion for the...

Innovative ETFs Channel

Chart of the Week: Advisors Favor Value Over Growth

Nearly 85% of advisors surveyed by VettaFi during a recent webcast hosted with FlexShares believe...

ETF Building Blocks Channel

Drilling Down on What's In Energy ETFs

While they have sold off in June, equity ETFs focused on the U.S. energy sector have...

Future ETFs Channel

Chart of the Week: Confidence in Disruptive Innovation

Growth investments, particularly those commonly referred to as disruptive innovation, have...

News

Record Money Traded in Bond ETFs as Fed Sought Hike

Investors flocked to fixed income ETFs on June 13 even as the yield on the 10-year Treasury yield...

Core Strategies Channel

Chart of the Week: Advisor Concerns Ahead of Hikes

Even before the Federal Reserve hiked interest rates this week, advisors told VettaFi they had...

News

Advisors Go Beyond Fees With Smart Beta

Advisors and end clients are gravitating to the cheaper ETFs, regardless of whether the fund is...

Modern Alpha Channel

Some Currency-Hedged ETFs Died Too Early

While U.S. equity markets are down in 2022, advisors have not experienced significant benefits of...

News

Don't Blindly Choose the Largest High-Dividend ETF

With the yield on the 10-year Treasury hovering around 3%, advisors have been seeking out...

Fixed Income Channel

Advisors Turn to ETFs While Bond Mutual Funds Bleed

It was a brutal first five months of 2022 for bond investments, with the Bloomberg Aggregate Bond...

News

Live From Inside ETFs: The Truth Regarding ESG

On the heels of the SEC considering stricter disclosure requirements for ESG ETFs and Tesla being...

News

Kicking Off Inside ETFs With an ETF Fundamentals Guide

Yesterday, I had the pleasure of helping kick off the Inside ETFs conference in Florida along...

News

Insurers Own More ETFs Than You Think

The U.S. insurance industry’s asset base in ETFs grew 15% to $45 billion at the end of 2021,...

News

Is Tesla in My ESG ETF?

Advisors and end clients have probably heard that Tesla was recently dropped from the S&P 500...

News

You Can't Spell VettaFi Without E-T-F

In Sanskrit, “vetta” means “one who knows,” or an expert....

News

There's a Bull Market Somewhere

With the S&P 500 Index down sharply in 2022, it is easy to lose track of not all large-cap...

News

Summer Travel Plans Could Boost Demand for ETFs

While travel-related companies are demonstrating improved fundamentals, the ETFs providing...

News

What the Hedge? How Are These Bond ETFs Holding Up?

With the yield on the 10-year Treasury bond spiking approximately 150 basis points in 2022,...

News

These Bond ETFs Are Floating Through Rate Hike Risks

Even before the Federal Reserve hiked interest rates by 50 basis points last week and set the...

News

ETF Flows in April Were Stronger Than They Appear

Be careful making too much of ETF flows. In April 2022, ETFs had net outflows of $6.1 billion,...

News

Active Management Is Difficult, but Can Play a Role

Consistently outperforming peers is hard because while skill plays a role in success, so does...

News

Advisors Are Powering Portfolios With Thematic ETFs

Thematic ETFs invest in companies poised to benefit from long-term transformative changes that...

News

Some Emerging Market ETFs Are Glowing

During a recent ETF Trends webcast focused on emerging markets, 42% of advisor respondents said...

News

Advisors Seek Out High Dividend Yielding ETFs

With the yield on the 10-year Treasury note climbing more than 100 basis points thus far in 2022,...

News

BlackRock Sets Stage for Active Senior Loan ETF

Demand for actively managed senior loan ETFs has skyrocketed in the past year, helping State...

Disruptive Technology Channel

The Active ETF Tent Is Getting Larger

Despite representing just 4% of ETF assets at the end of the first quarter of 2022, actively...

News

Recapping Key Milestones Before Exchange Conference

In the last nearly 800 days, the growing number of advisors that incorporate ETFs into their...

Active ETF Channel

Advisors Learn a New ETF’s Investment Process

I’ve spent a lot of my ETF career talking about how advisors are increasingly comfortable...

News

Don’t Give Up Yet on High-Yield ETFs

Investors are selling out of high-yield bond ETFs in 2022, due in part to the combination of...

News

Don’t Fight Over Defense ETFs, Understand Them

The S&P 500 Index is down to start the year, hurt in part because of the elevated...

Dividend Channel

Advisors Favor Dividend Strategies to Offset Inflation

There is a lot for advisors to worry about. During an early March ETF Trends webcast, attendees...

News

Beyond Market Cap: Seeking the Lebron James of ETFs

The one consistent investment theme in the past decade, during both up and down years, is that...

News

The Origin of an ETF Nerd

“Life moves pretty fast. If you don’t stop and take a look around once in a while,...