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Recent Content By Todd Rosenbluth
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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...

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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...

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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...

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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...

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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,...

ESG 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...

ESG 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...

ESG 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 - ETF Database

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...

Crypto Channel

Inside ETFs - Understanding Digital Assets

Crypto has had a rough run in 2022, but digital assets have room for growth, notes the panelists...

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,...

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Is Tesla in My ESG ETF?

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

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

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

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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...

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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,...

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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...

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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,...