This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape:
- Last week’s shortened trading saw the addition of 40 new ETF listings and no delistings, bringing total U.S. ETF universe to 5,475 funds, up 26.4% year-on-year.
- AUM edged up to $15.7 trillion last week, +34.7% over the past 12 months.
- Estimated Annual Fee Revenue for the industry (based on funds’ current AUM and expense ratios) remained steady at $26.8 billion.
- The Open:Close Ratio reached 4.89, it’s best showing since January 25th this year.
For more news, information, and analysis, visit the ETF Strategist Content Hub.
Disclaimer
This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. It should not be relied upon as investment advice, and it does not consider the investment objectives, financial situation, or particular needs of any individual investor. Investors should consult a financial professional before making any investment decisions.
Past performance is not indicative of future results, and there is no guarantee that concentrated strategies will outperform more diversified approaches. References to specific ETFs and providers are for illustrative purposes only and do not constitute an endorsement or recommendation.
The Tidal Diversification Calculator is a proprietary tool intended solely to help investors understand ETF diversification levels. It should not be construed as a recommendation to buy, sell, or hold any particular ETF. Any analysis provided (e.g., comparing SPY and RSP) is based solely on diversification metrics and does not imply suitability for any investor. Differences in returns, liquidity, expenses, and other factors should be considered before making any investment decision.
All investments involve risk, including the possible loss of principal. There is no guarantee that any investment strategy will be successful.
