ETF News & Research

Who Spent $932 Million on Mother’s Day?

  Source of KPIs: Toroso Investments Security Master, as of May 14, 2018 INDEX PERFORMANCE DATA Returns as of May 14, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future …

Liquidity in the ETF ecosystem

  Source of KPIs: Toroso Investments Security Master, as of May 7, 2018 INDEX PERFORMANCE DATA Returns as of May 7, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future …

Eww, Mexico wins the ETF war

  Source of KPIs: Toroso Investments Security Master, as of April 30, 2018 INDEX PERFORMANCE DATA Returns as of April 30, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future …

Talking ETF Turnover

Source of KPIs: Toroso Investments Security Master, as of April 21, 2018 INDEX PERFORMANCE DATA Returns as of April 21, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index. Past performance is NOT indicative of future results, …

Exercise Isn’t The Only Way To Stay Active

Source of KPIs: Toroso Investments Security Master, as of April 14, 2018 INDEX PERFORMANCE DATA Returns as of April 14, 2018. Inception Date: April 4, 2017. Index performance is for informational purposes only and does not represent the ETF. Indexes are unmanaged and one cannot invest directly in an index.Past performance is NOT indicative of …

The correlation between an industry and an index

Source of KPIs: Toroso Investments Security Master, as of April 9, 2018 INDEX PERFORMANCE DATA   04/9/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (1.95%) (3.70%) 3.83% 13.92%  34.65 (1.95%) 5.98% 32.76% S&P Financial Select Sector Index (1.38%) (5.87%) (4.04%) …

ETF Easter Eggs

Source of KPIs: Toroso Investments Security Master, as of March 31, 2018 INDEX PERFORMANCE DATA   03/31/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.34% 0.26% 8.09% 18.38%  36.15 8.09% 8.09% 36.15% S&P Financial Select Sector Index (0.36%) (4.31%) (0.95%) …

ETF Issuer March Madness

Source of KPIs: Toroso Investments Security Master, as of March 24, 2018 INDEX PERFORMANCE DATA   03/24/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (4.38%) (1.59%) 6.03% 18.59% 6.11% 6.11% 33.66% S&P Financial Select Sector Index (7.21%) (7.51%) (4.04%) 6.38% …

Gold for ETF Leprechauns

  Source of KPIs: Toroso Investments Security Master, as of March 16, 2018 INDEX PERFORMANCE DATA  03/16/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (2.09%) 3.17% 11.44% 27.35% 10.97% 10.97% 39.78% S&P Financial Select Sector Index (2.38%) 0.09% 4.25% 17.68% 18.90% 3.93% …

Should the Nasdaq 100 Be Equally Weighted?

We noted that 73% of EW ETF assets are versions of “traditional” indexes, such as RSP which is an EW version of the S&P 500. A recent ETF ThinkTank discussion revealed that one of the most popular “traditional” indexes is actually unique. Unlike most traditional indexes that target a sector or a specific market capitalization, the Nasdaq …

Should The Nasdaq 100 Be Equal Weighted?

  Source of KPIs: Toroso Investments Security Master, as of March 9, 2018 INDEX PERFORMANCE DATA  03/09/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 5.65% 10.38% 13.75% 32.78% 13.34% 13.34% 42.76% S&P Financial Select Sector Index 4.42% 7.37% 6.67% 24.59% 21.93% 6.46% …

NYSE opening bell

Not All ETFs Are Created Equal

Source of KPIs: Toroso Investments Security Master, as of March 2, 2018 INDEX PERFORMANCE DATA 03/02/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (0.51%) 1.98% 9.20% 23.42% 7.28% 7.28% 35.13% S&P Financial Select Sector Index (2.21%) (3.12%) 3.71% 15.94% 16.53% …

A Note On Exchange Traded Notes

  Source of KPIs: Toroso Investments Security Master, as of February 23, 2018 INDEX PERFORMANCE DATA  2/23/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.24% (0.10%) 14.41% 25.63% 7.83% 7.83% 35.82% S&P Financial Select Sector Index 0.40% (2.33%) 11.47% 18.75% 20.26% 4.26% …