.
This week, the iShares Climate Conscious & Transition MSCI USA ETF USCL, a newly launched ESG...
While it has been months since the latest regional bank failure, many advisors remain concerned....
Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards...
There are more than 3,000 ETFs for advisors and heads of research — aka ETF nerds —...
The JPMorgan Equity Premium Income ETF (JEPI ) has become one of the darlings of the ETF...
Active ETFs represent just a 6% share of the ETF markets, but advisors are gravitating toward...
I’m smart enough to know that artificial intelligence (AI) is on the minds of many advisors. Not...
Artificial intelligence is the latest buzzword to become part of the ETF ecosystem. We believe...
As of year-end 2022, U.S. insurance companies invested $37 billion in ETFs. This represented only...
Investors often use index-based style-driven ETFs to support their asset allocation. Despite my...
Large-cap growth ETFs continue to lead large-cap value ones in 2023. Through May 16, the iShares...
Even with uncertainty about whether the Federal Reserve will soon pause its rate hiking program,...
Advisors tend to think of security-level diversification as one of the benefits of an ETF. While...
Before becoming an ETF analyst, I spent approximately a decade as a fundamental stock research...
After large-cap value indexes outperformed growth peers in 2022, growth strategies have returned...
As more advisors embrace ETFs by shifting some of their client assets into the more...
With $28 billion of net inflows in the first four months of 2023, according to VettaFi LOGICLY...
Sentiment improvedfor commodities as an asset class in April after falling out of favor in March...
Year after year, investors say that expense ratio matters most when choosing an ETF. While I’ve...
U.S. equity ETFs regained popularity in April after largely being shunned in the first quarter...
It has been a tremendous start of the year for actively managed ETFs in 2023, which is cause for...
While demand for U.S. equity ETFs has picked up in April, international equity funds continue to...
Buy low, and sell high. A simple adage for stock-picking advisors to follow, but one that is hard...
With the S&P 500 Index up nearly 9% as of mid-April, advisors we heard from at VettaFi have a...
U.S.-listed fixed income ETFs had net inflows of $52 billion in the first quarter of 2023, equal...
After back-to-back years of impressive net inflows into U.S.-listed ETFs, many thought that a $1...
As earnings season heats up, single-stock ETFs might garner attention. If they do, AXS...
Engagement on VettaFi’s ETF platforms can serve as a great indicator of advisor and end investor...
In the past year, as the Federal Reserve has been aggressively raising interest rates, many...
After an impressive first year as an ETF provider, during which it crossed the $7 billion in...
Did you know that some large-cap, blue-chip companies like Accenture (ACN) (run by Julie Sweet),...
A decade ago, when the ROBO Global Robotics & Automation Index ETF (ROBO ) launched, the...
At the end of the first quarter, the S&P 500 posted a 7.5% gain, yet many advisors think...
According to S&P Dow Jones Indices (SPDJI), S&P 500 companies set an annual record with...
As of late March, $45 billion flowed into U.S.-listed bond ETFs, more than the $26 billion for...
Though financials are 13% of the SPDR S&P 500 ETF (SPY ), roughly half the size of the...
The largest U.S. high yield bond ETFs have seen sizable net outflows thus far in 2023, but in...
Sometimes the facts can get in the way of an ETF narrative. I think that’s what is occurring with...
It seems like every day a new ETF launches, but 30 years in, it’s only rarely that one...
This year, let alone a few days in mid-March, is a good reminder of the role bonds and bond ETFs...
This morning, many in the leadership of Women in ETFs rang the opening bell of the NYSE while...
As a data and analytics company, VettaFi is aware what ETF topics are of greatest interest to...
After coming into 2023 willing to take on risk to earn higher rewards using fixed income ETFs,...
Vanguard crossed the $2 trillion mark in U.S.-listed ETF assets under management this week, aided...
Dividend cuts are rare, but when some high-profile companies announce major reductions, as...
After a strong asset gathering year for actively managed ETFs in 2022, when the non-passive funds...
In March, what’s inside $200 billion of sector ETFs will be undergoing significant changes, but...
After a rough 2022, U.S. stocks bounced back in the first six weeks of 2023 amid optimism that...
A week after Exchange, I am still reveling in the tremendous financial services community of more...
Just a few days ago, the Exchange conference kicked off. The event had well over 1,800 attendees,...
With more than $100 billion in U.S.-listed ETF assets, JPMorgan is one of the fastest-growing...
In late February 2022, Capital Group launched its first six actively managed ETFs, and wow, what...
More than 20 years ago, my first job at college was as a financial advisor at Morgan Stanley. I...
With today’s launch of six ETFs, Morgan Stanley is more than the latest sizable asset manager to...
In a few days, the Exchange conference will kick off and several hundred advisors will meet in...
“Dividend aristocrats” is the name that S&P Dow Jones uses for its indexes of...
Ahead of next week’s Federal Reserve meeting, many advisors expect to take on additional interest...
Last year was a tough year for crypto investments, yet most advisors that responded to a recent...
Craig Lazzara is a managing director in the core product management group at S&P Dow Jones...
Eric Balchunas is Senior ETF Analyst at Bloomberg Intelligence, where he leads the ETF and fund...
On Sunday, a select few of us in the ETF industry will be toasting the 30th anniversary of the ...
Advisors are looking to investment-grade corporate bond strategies to obtain income at the start...
In less than three weeks, the Exchange conference kicks off in Miami Florida to bring together...
When the market becomes volatile, advisors prefer high-quality investments. During a December...
In a livecast event this Friday, I’m going to be recapping the past year in ETFs and previewing...
Six weeks after the first ETF, a bond fund, moved onto the floor of the New York Stock Exchange...
It’s hard to imagine a better year for Innovator ETFs than 2022 to set up 2023. The firm’s assets...
For many advisors, 2022 was likely the year they rediscovered the merits of value investing. The...
As we wrap up 2022, it is no surprise to see iShares, Vanguard, and State Street Global Advisors...
Demand for dividend ETFs has climbed throughout 2022 as advisors and investors have looked to...
After a long stretch of underperformance of its growth strategy peers, 2022 has been the year of...
Advisors have historically been hesitant to use an ETF that holds other ETFs inside, with broad...
Buy low, sell high. Every advisor wants to follow this rule but doing so consistently is hard. A...
On a weekly basis, VettaFi has sought to respond to advisor needs in a novel way. We asked...
As a volatile 2022 for the stock and bond markets comes to a close, year-end portfolio planning...
Franklin Templeton has been building out its ETF lineup through product development, mutual fund...
The sector trend continues to be your friend heading into year-end, but ETF-focused advisors...
It has been the perfect storm as a manager of a new active fixed income ETF in 2022 as rates rose...
Even with the S&P 500 Index down 16% as of late November, advisors told VettaFi they were...
Bonds are back, and there is a huge opportunity at the front end of the curve, according to...
It has paid to take on less risk in 2022. The Invesco S&P 500 Low Volatility ETF (SPLV )...
Another milestone occurred for the ETF industry this month as a Goldman Sachs short-term Treasury...
ARK Invest, which manages $14 billion in ETF assets primarily through active, disruptive...
There is a lot to be thankful for in the ETF industry in 2022 despite global equity and bond...
Even as the U.S. equity markets have partially recovered in the past month, advisors are still in...
It has been nearly 30 years since the first U.S.-listed ETF began trading, so it is rare to find...
While 2022 is not finished, two things are quite likely to be a fact in early 2023. We will have...
With the S&P 500 Index recently down 20% for the year, some advisors have been looking to...
Actively managed ETFs keep punching above their weight. In the first 10 months of 2022, active...
The Inflation Reduction Act, which was approved by a Democratic Party-led Congress and signed...
When you write an ETF column for Mondays at a firm as creative as VettaFi, and it happens to be...
Last night, VettaFi received the Best U.S. ETF Research award from ETF Express, a dedicated ETF...
Capital Group has found a strong audience for their actively managed core focused ETFs with an...
Demand for dividend ETFs has been strong in 2022 as advisors and end clients sought equity income...
Advisors and end clients continue to save as asset managers like BlackRock make more ETFs...
The latest tech earnings season has already kicked off, but many high-profile mega-cap growth...
With more than 3,000 ETFs available in the U.S in an industry about to turn 30 years old., it...
Advisors have long been told of the benefits of global diversification, but once again, in 2022,...
The supply of environmental, social, and governance (ESG) ETFs, as well as those that offer a ...
With advisors focused on the rapidly rising interest rates, they are highly interested in...
In 2022, many of the most widely held value ETFs have significantly outperformed their growth...
In the last few years, many well-established asset managers joined the ETF market, and VettaFi...
In the last few years, many well-established asset managers joined the ETF market, and VettaFi...
As the Federal Reserve is poised to continue hiking interest rates into 2023, advisors are...
When you see the largest ETF, the SPDR S&P 500 ETF (SPY ), down more than 20% year-to-date...
While investing based on environmental, social, and governance (ESG) metrics may be a wave of the...
The Federal Reserve continued its rate hiking party last week and indicated that it is not...
In the past six months, I’ve written several dozen articles focused on commodities, equity, and...
Invesco just positioned itself for greater success in the fast-growing fixed income ETF market....
It’s been six months since I joined the company now known to many as VettaFi as head of research....
The 12-month period ended June 2022 was relatively strong for actively managed U.S. equity mutual...
While the Federal Reserve raised interest rates notably in the first eight months of 2022,...
In the last five years, many well-established asset managers joined the ETF market, including...
Labor Day marks the end of summer when many kids return to school, football returns, and I...
As of the end of August, from a market-cap perspective, 61% of global equities were invested in...
The JPMorgan Equity Premium Income ETF (JEPI ) is one of the most researched ETFs on VettaFi’s...
In the Harry Potter Series, the wizards are afraid to utter the name of the Dark Lord because to...
While large-cap U.S. equities bounced back this summer, the SPDR S&P 500 ETF (SPY ) was...
DoubleLine is one the many established asset managers that entered the ETF market in the past...
Neuberger Berman is one the many established asset managers that entered the ETF market in the...
With the ETF market becoming more crowded weekly, advisors have their hands full trying to sort...
The long-awaited moment is soon upon us. Morgan Stanley has filed for its first ever U.S. listed...
Commodities ETFs incurred net outflows of $6.3 billion in July, shrinking the year-to-date net...
Advisors are primarily using thematic ETFs to complement a more broadly diversified portfolio,...
The Vanguard Total Bond Market ETF (BND ) became the largest individual bond ETF in the U.S. at...
To celebrate the 20th anniversary of the first bond ETFs, investors flocked to the asset class,...
While U.S. equities remain top of mind for advisors, emerging equity markets are in greater focus...
Last week was a big week for tech earnings, with many of the largest U.S. companies reporting...
While U.S. equities remain in a bear market, advisor sentiment is improving across a range of...
The first bond ETFs began trading 20 years ago last Friday, and the industry is poised for...
With the Federal Reserve likely hiking interest rates even higher in the coming weeks, advisors...
There’s about to be a new bond ETF king. Indeed, there might be a new one by the time you read...
Real estate represents less than 3% of assets in the SPDR S&P 500 ETF (SPY ), yet it has...
With an impressive $2 billion of ETF assets gathered since launching their first ever ETF...
At the end of June, VettaFi asked advisors about their growing interest in commodities during a...
It’s been a rough year for technology-focused equity strategies as investors rotated away from...
International equities are out of favor with many advisors in 2022. During a late June webcast...
Net ETF inflows of $289 billion in the first half of 2022 (on pace for under $600 billion for the...
Nearly 85% of advisors surveyed by VettaFi during a recent webcast hosted with FlexShares believe...
While they have sold off in June, equity ETFs focused on the U.S. energy sector have...
Growth investments, particularly those commonly referred to as disruptive innovation, have...
Investors flocked to fixed income ETFs on June 13 even as the yield on the 10-year Treasury yield...
Even before the Federal Reserve hiked interest rates this week, advisors told VettaFi they had...
Advisors and end clients are gravitating to the cheaper ETFs, regardless of whether the fund is...
While U.S. equity markets are down in 2022, advisors have not experienced significant benefits of...
With the yield on the 10-year Treasury hovering around 3%, advisors have been seeking out...
It was a brutal first five months of 2022 for bond investments, with the Bloomberg Aggregate Bond...
On the heels of the SEC considering stricter disclosure requirements for ESG ETFs and Tesla being...
Crypto has had a rough run in 2022, but digital assets have room for growth, notes the panelists...
Yesterday, I had the pleasure of helping kick off the Inside ETFs conference in Florida along...
The U.S. insurance industry’s asset base in ETFs grew 15% to $45 billion at the end of 2021,...
Advisors and end clients have probably heard that Tesla was recently dropped from the S&P 500...
In Sanskrit, “vetta” means “one who knows,” or an expert....
With the S&P 500 Index down sharply in 2022, it is easy to lose track of not all large-cap...
While travel-related companies are demonstrating improved fundamentals, the ETFs providing...
With the yield on the 10-year Treasury bond spiking approximately 150 basis points in 2022,...
Even before the Federal Reserve hiked interest rates by 50 basis points last week and set the...
Be careful making too much of ETF flows. In April 2022, ETFs had net outflows of $6.1 billion,...
Consistently outperforming peers is hard because while skill plays a role in success, so does...
Thematic ETFs invest in companies poised to benefit from long-term transformative changes that...
During a recent ETF Trends webcast focused on emerging markets, 42% of advisor respondents said...
With the yield on the 10-year Treasury note climbing more than 100 basis points thus far in 2022,...
Demand for actively managed senior loan ETFs has skyrocketed in the past year, helping State...
Despite representing just 4% of ETF assets at the end of the first quarter of 2022, actively...
In the last nearly 800 days, the growing number of advisors that incorporate ETFs into their...
I’ve spent a lot of my ETF career talking about how advisors are increasingly comfortable...
Investors are selling out of high-yield bond ETFs in 2022, due in part to the combination of...
The S&P 500 Index is down to start the year, hurt in part because of the elevated...
There is a lot for advisors to worry about. During an early March ETF Trends webcast, attendees...
The one consistent investment theme in the past decade, during both up and down years, is that...
“Life moves pretty fast. If you don’t stop and take a look around once in a while,...
A long-running debate in asset allocation circles is how much of a portfolio an investor should...
In a digital age where information moves in milliseconds and millions of participants can transact...