After the close on 17 March, S&P Dow Jones and MSCI will reclassify the Global Industry Classification Standard (GICS) structure. This will influence 14 S&P 500 companies. The current GICS structure includes 11 sectors, which will remain unchanged.
— Read on www.nasdaq.com/articles/gics-sector-changes:-impact-on-sector-etfs
The 9 Best ETFs To Buy As Beginners (SCHD) (QQQ) (VGT)
When looking at different investments to create a well-balanced portfolio, it is hard not to look at ETFs to grow your wealth. Some of the best ETFs on the
— Read on thefrugalexpat.com/best-etfs-to-buy/
ETF Wrap: Bogle was right about SPY
SPY ETF remains by far the largest ETF in the world, yet one of its main use cases is precisely why Vanguard founder Jack Bogle chose to forgo the chance to…
— Read on www.etfstream.com/news/etf-wrap-bogle-was-right-about-spy/
Six ETF Myths Debunked
T. Rowe Price dispels six of the most common myths and misconceptions centered around exchange-traded fund (ETF) investing.
— Read on www.etftrends.com/active-etf-channel/six-etf-myths-debunked/
The First ETF In U.S. Markets Celebrates Its 30-Year Anniversary
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, and Fiduciary Gatekeeper conferences. We also offer a variety of subscriber benefits including webinars and FREE subscription trials to valuable print and online products.
— Read on www.fa-mag.com/news/the-first-etf-in-u-s–markets-celebrates-its-30-year-anniversary-71554.html
ETF Prime: Rosenbluth and Geraci Make Some Bets
On the latest episode of ETF Prime, VettaFi’s Todd Rosenbluth evaluated Nate’s 2023 ETF predictions and made a few bets of his own.
— Read on www.etftrends.com/etf-prime/etf-prime-rosenbluth-and-geraci-make-some-bets/
ETFs in Pictures 2022 | ETF Trends
It’s that time of year… a look back at some of my favorite charts and pictures from the year in ETFs. Enjoy!
— Read on www.etftrends.com/etf-prime/etfs-in-pictures-2022/
A Brutal Year in the Markets Doesn’t Rattle ETF Investors
U.S. ETFs reel in $597.9 billion in 2022.
— Read on www.morningstar.com/articles/1131236/a-brutal-year-in-the-markets-doesnt-rattle-etf-investors
ETF or Mutual Fund: What’s Best for You?
The challenge lies in narrowing down your options. Let’s look at some of the benefits and drawbacks of each—and how they may fit your needs.
— Read on www.capemaycountyherald.com/content/tncms/live/
Interactive Brokers launches overnight trading for select US-listed ETFs
Interactive Brokers has introduced a new functionality on its electronic trading platform allowing investors to trade 24 popular US-listed ETFs at almost any time, five days per week.
— Read on www.etfstrategy.com/interactive-brokers-launches-overnight-trading-hours-for-select-us-listed-etfs-10339/
ETF Prime: Tom Hendrickson’s Top 10 Researched ETFs
On this week’s ETF Prime, host Nate Geraci sat down with VettaFi chief product and innovation officer Tom Hendrickson to discuss the ten most researched ETFs of the year and Factset’s director of global funds research Elisabeth Kashner for an in-depth look at ETF flows and the fee landscape. Hendrickson and Geraci went over the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/etf-prime:-tom-hendricksons-top-10-researched-etfs
A Stock is Not an Index – Of Dollars And Data
Why buying the dip in an individual stock isn’t like buying the dip in an index fund.
— Read on ofdollarsanddata.com/a-stock-is-not-an-index/
ETF Asset Report of February | Nasdaq
February was pretty volatile for Wall Street. Though the start of the month was rocky due to rising rate worries and the Russia-Ukraine conflict, investors digested those threats somewhat at the end of the month. Plus, geopolitical crisis boosted safe-haven assets like U
— Read on www.nasdaq.com/articles/etf-asset-report-of-february
Big Asset Avalanche Coming To ETFs
Mutual funds converting to ETFs is starting to snowball down the mountain.
— Read on finance.yahoo.com/news/big-asset-avalanche-coming-etfs-211500129.html
ETF Taxation In The Crosshairs | Nasdaq
If you go back to the very first slide deck I ever put together on ETFs (from the late 1990s), you will discover two things: I had a reasonable amount of hair. “Tax Efficiency” was on the very first slide called “Why ETFs?” While the first bullet abandoned me long ago, the second came under […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/etf-taxation-in-the-crosshairs-2021-09-13
Why Do ETFs Close & What Happens To Your Money When They Do?
In the fall of 2020, during the runup to the vaccine, optimistic investors sent the global ETF market past $15 trillion for the first time in history. America’s love affair with exchange-traded funds…
— Read on finance.yahoo.com/news/why-etfs-close-happens-money-160512961.html
Here’s Why ETFs Run Circles Around Mutual Funds | Personal Finance | wacotrib.com
There are three major reasons why many investors find ETFs preferable to mutual funds.
— Read on wacotrib.com/content/tncms/live/
Why Do ETFs Close & What Happens To Your Money When They Do?
In the fall of 2020, during the runup to the vaccine, optimistic investors sent the global ETF market past $15 trillion for the first time in history. America’s love affair with exchange-traded funds…
— Read on finance.yahoo.com/news/why-etfs-close-happens-money-190631918.html
ETFs Close Week Just Shy Of $500B | ETF.com
U.S. funds get tantalizingly close to breaking last year’s record inflows early.
— Read on www.etf.com/sections/weekly-etf-flows/weekly-etf-flows-2021-07-15-2021-07-09
What inflation could mean for ETFs | Fortune
Inflation hasn’t been this high since 2008. A new report from iShares suggests may be time to swap ETF strategies.
— Read on fortune.com/2021/07/12/rising-inflation-etf/
Megatrend ETFs 2021: Best & Worst Performers [Mid-year Update] (FIW)
In megatrend investing, thematic ETFs provide diversified access to potentially revolutionary companies. As for 2021’s performance…
— Read on www.collinseow.com/megatrend-etfs-2021/
Why Retirees Are Gravitating Toward ETFs
It’s well-documented that millennials and Gen Z are big on exchange traded funds. Those demographics embrace ETFs for any number of reasons, including broad market diversification, access to thematic investments, tradability, and low fees, among others.
Data suggest retirees are joining the ETF party, too, and that could be to their benefit. A recent BlackRock survey indicates 37% of investors in the 70 and up demographic own ETFs. That’s well ahead of their baby boomer (27%) and Gen X (29%) counterparts, reports Christine Benz for Morningstar.
ETFs are on a torrid pace of asset-gathering this year, and with more folks retiring by the day, those flows could accelerate as workers depart employer-sponsored retirement plans. There are other reasons why retirees are flocking to ETFs.
Continue reading at ETF Trends right here: https://www.etftrends.com/retirement-income-channel/why-retirees-gravitating-toward-etfs/
Dimensional just converted $30 billion worth of mutual funds to ETFs. What it could mean for the industry
- Dimensional Funds on Monday launched four of its mutual funds as ETFs on the New York Stock Exchange, the largest conversion of its kind to date.
- The move instantly placed Dimensional among the top 15 largest ETF issuers in the United States.
- The $630 billion firm plans to convert two more mutual funds into ETFs in the fall.
Continue reading at CNBC right here: https://www.cnbc.com/2021/06/15/dimensional-converts-4-key-mutual-funds-to-etfs-co-ceo-unpacks-move.html
Expense Ratios Don’t Matter (That Much) in ETFs | Financial Planning Association
Journal of Financial Planning: January 2014
Matt Hougan is president of ETF Analytics and global head of editorial for IndexUniverse, where he oversees content and spearheads its efforts to reshape the way investors analyze ETFs.
— Read on www.financialplanningassociation.org/article/JAN14-expense-ratios-dont-matter-much-etfs
ETFs Are Hot; Mutual Funds Are Not: Morningstar | ThinkAdvisor
The gap between ETF and mutual fund asset flows has never been wider.
— Read on www.thinkadvisor.com/2021/01/25/etfs-are-hot-mutual-funds-are-not-morningstar/
Farewell, Mutual Funds Eventually, ETFs will be the industry standard.
Some 20 years after their 1993 debut, exchange-traded funds had become commonplace. However, several obstacles prevented them from supplanting mutual funds as the Main Street investment. ETFs lacked sales commissions, which limited their appeal to financial advisors. They were almost always passively managed stock portfolios. In addition, several ETFs had behaved erratically during the 2010 flash crash, which raised concerns about the group’s structural stability.
Continue reading at Morningstar right here: https://www.morningstar.com/articles/1018487/farewell-mutual-funds?utm_medium=referral&utm_campaign=linkshare&utm_source=link&fbclid=IwAR3uLHosjuXC-nGLA8zr6jC97zvNmegRPuUB1MjLyYEARbPA3cGBXW-3AAA
Why Are Some Mutual Funds Changing Into E.T.F.s? – The New York Times
With money flowing into exchange-traded funds, a handful of traditional mutual funds are changing form.
— Read on www.nytimes.com/2021/01/15/business/why-are-some-mutual-funds-changing-into-etfs.html
What Is an ETF?
Want the ease of stock trading, but diversification benefits of mutual funds? Take a look at exchange-traded funds (ETFs), which combine the best attributes of both assets.
An exchange-traded fund (ETF) is an investment fund that trades on an exchange, like a stock. ETFs are similar to mutual funds except ETF shares can be bought and sold throughout the trading day. Mutual funds trade only at market close.
ETFs offer the best attributes of two popular assets: They have the diversification benefits of mutual funds while mimicking the ease with which stocks are traded. Like any financial product, ETFs aren’t a one-size-fits-all solution. Evaluate them on their own merits, including management costs and commission fees (if any), how easily you can buy or sell them, and their investment quality.
ETF = Exchange-traded fund
Continue reading at Nerd Wallet right here: https://www.nerdwallet.com/article/investing/what-is-an-etf
5 Big ETF Stories of 2020 Worth Watching in 2021 | Nasdaq
The year 2020 has been filled with historic twists and turns. After slipping into a bear market in late March, Wall Street made an astounding rebound with major indices soaring to historic highs. This is especially true against the backdrop of super-easy monetary policies coupled
— Read on www.nasdaq.com/articles/5-big-etf-stories-of-2020-worth-watching-in-2021-2020-12-31
What no one explains properly – Buying Best International ETFs is about right benchmarks (MSCI vs FTSE) | Bankeronwheels.com
Understand how ETFs track benchmarks to control countries, size of companies in your portfolio and choose the best international ETFs for your Equity Portfolio
— Read on bankeronwheels.com/best-international-etfs/
Crashing a $5.2 Trillion Party: Debut ETF Issuers Hit Record
Crashing a $5.2 Trillion Party: Debut ETF Issuers Hit Record
— Read on www.bloomberg.com/amp/news/articles/2020-12-02/crashing-a-5-2-trillion-party-etf-world-sees-record-new-firms
Mutual fund conversions to ETFs set to gather momentum, experts say
Latest attempt by Dimensional could be start of ‘significant trend’ if move proves to be successful…
“If you are worried about cannibalisation, you can eat your young or someone else will. It’s your choice. ETFs are bleeding assets out of the mutual fund industry”
— Read on www.ft.com/content/7a6da469-b2d7-4ad4-b857-b3049752efb6
Fidelity Repackaging Magellan As ETF | ETF.com
Once the world’s most successful mutual fund, the Fidelity Magellan Fund will soon be available in an ETF wrapper.
— Read on www.etf.com/sections/daily-etf-watch/fidelity-repackaging-magellan-etf
Transparent And Semi-Transparent ETFs Ecosystem
With a few minor exceptions, semi-transparent ETFs utilize all of the same structures and relationships as fully transparent ETFs.
— Read on www.valuewalk.com/2020/09/transparent-semi-transparent-etfs/
What Is An Expense Ratio? – Forbes Advisor
An expense ratio is a fee charged by funds that can drastically impact your investing returns.
— Read on www.forbes.com/advisor/investing/what-is-expense-ratio/
Active ETFs attract increasing attention
One strategy in the ETF world that has seen good inflows over these interesting months is the active ETF strategy, with ETF data providers ETFGI reporting that actively managed ETFs and ETPs saw net inflows of USD7.04 billion during June, bringing year-to-date net inflows into the strategy to USD26.69 billion.
— Read on www.etfexpress.com/2020/08/19/288731/active-etfs-attract-increasing-attention
Know What You Own! ETF Deathwatch for June 2020
“The ETF Deathwatch decreased in size in June. Twenty-six exchange-traded products (“ETPs”) were added to the list, and 14 funds were removed. Ten of those removals were due to increased health, and four were due to asset managers closing their funds. The number of additions to the Deathwatch in June was unexpected, considering the strong performance of the major U.S. indexes for the month.”
Continue reading right here: http://investwithanedge.com/etf-deathwatch-for-june-2020
Here is the Complete List of 381 ETFs and ETNs on ETF Deathwatch for June 2020: http://investwithanedge.com/etf-deathwatch-june-2020
Active Non-Transparent ETFs: What Are They Good For? | Morningstar
Assessing the benefits and drawbacks of this novel fund type.
— Read on www.morningstar.com/articles/993801/active-non-transparent-etfs-what-are-they-good-for
5 Popular ETFs in the Robinhood 100
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2x Shares(NYSE:GUSH): Robinhood traders are a fascinating bunch and give insight into the behavior of younger traders and investors. Gush (GUSH) Ultra Crude Oil (UCO), the SPDR S&P 500 (SPY), Low-Vol High-Dividend (SPHD) and Nasdaq 100 ETF (QQQ) are 5 popular ETFs held by Robinhood traders.
— Read on stocknews.com/news/gush-uco-spy-qqq-sphd-5-popular-etfs-in-the-robinhood-100/
More ETFs Closed Than Opened for the First Time Ever By Investing.com
Exclusive: More ETFs Closed Than Opened for the First Time Ever
— Read on m.investing.com/news/stock-market-news/exclusive-more-etfs-closed-than-opened-for-the-first-time-ever-2221483
10 Largest ETFs In The World – Insider Monkey
What are the 10 largest ETFs in the world? Exchange-traded funds (ETFs) have become immensely popular in recent years. Unlike mutual funds, ETFs trade…
— Read on www.insidermonkey.com/blog/10-largest-etfs-in-the-world-817588/
The ETF Universe Shrinks for the First Time Ever – Barron’s
It appears to have lifted market share for Vanguard Group and State Street Global Advisors, Nos. 2 and 3, respectively, among the top 10 ETF providers.
— Read on www.barrons.com/articles/the-etf-universe-shrinks-for-the-first-time-ever-51588782897
6 ETF Questions I’m Pondering Following the Coronavirus Selloff | ETF Trends
6 ETF Questions I’m Pondering Following the Coronavirus Selloff | ETF Trends
— Read on www.etftrends.com/6-etf-questions-im-pondering-following-the-coronavirus-selloff/
More ETFs Closed Than Launched So Far This Year
Continuing the trend of this is not a normal market, more exchange-traded products were shut down this year than new funds were launched.
— Read on www.forbes.com/sites/lcarrel/2020/04/30/more-etfs-closed-so-far-this-year-than-launched/
What ETFs Have Shown Us in Volatile Times | Morningstar
Ben Johnson explains how ETFs might behave and affect the broader market in a serious market downdraft.
— Read on www.morningstar.com/articles/970559/what-etfs-have-shown-us-in-volatile-times
High Volatility Reveal Investors’ Growing ETF Interest
The last week of February was marked by one of the U.S. market’s worst pullbacks since the financial crisis and came with a huge spike in the CBOE Volat…
— Read on etfdb.com/tactical-allocation-channel/high-market-volatility-periods-reveal-investors-growing-etf/
ETF ‘Market makers will always provide liquidity, no matter what’ | Wealth Professional
National Bank desk on providing a vital service and why it expects the ETF industry to continue its rapid growth
— Read on www.wealthprofessional.ca/investments/etfs/market-makers-will-always-provide-liquidity-no-matter-what/326712
ETFs Not Reflecting Net Asset Value is a Feature, Not a Bug – Barron’s
Matthew Bartolini, head of SPDR Americas Research at SPDR ETFs, said the current situation of ETFs not matching net asset value—when that net asset value is old—is “a feature, not a bug” of ETFs. Investors should be pleased with it, not alarmed by it.
— Read on www.barrons.com/articles/etfs-not-reflecting-net-asset-value-is-a-feature-not-a-bug-51580733000
ETF vs Mutual Fund: Which is the Right Choice? Complete Guide
What’s the difference between an ETF and a mutual fund? Both of these assets are readily available, so which one should you choose?
— Read on moneycheck.com/etf-vs-mutual-fund/
10 Top-Performing ETFs of the Past Decade (FDN, QQQ, ITA, XLY)
These ETFs have emerged out as one of the top performers in the past decade.
— Read on finance.yahoo.com/news/10-top-performing-etfs-past-171905083.html