ETF News & Research

Have Active ETFs entered the fee war?

  INDEX PERFORMANCE DATA  2/02/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 4.75% 1.43% 15.45% 24.04% 7.57% 7.57% 35.49% S&P Financial Select Sector Index 4.73% (0.52)% 11.27% 16.85% 20.51% 3.84% 3.84% 23.75%  HAVE ACTIVE ETFs ENTERED THE FEE WAR? Last …

Volatility’s Revenge

As of January 31, 2018. Source: Morningstar Direct. ETF Ownership and launches information sourced to Toroso Investments Research tools, as of February 9, 2018. INDEX PERFORMANCE DATA 02/09/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (2.38%) (0.68%) 9.90% 17.81% 2.68% 2.68% …

Fox Business: ETFs took a $19B hit last week. Where did it all go?

ETFs, or exchange-traded funds, took a massive beating last week as markets went on a roller-coaster ride with the Dow Jones Industrial Average taking not one but two massive nosedives, losing over 1,000 points twice in one week. Mike Venuto, chairman of the TETF Index Committee, agrees saying that after a wild week, ETF assets …

MarketWatch: Why ETFs can’t be blamed for the correction or volatility in stocks

The U.S. stock market suffered its worst week in nearly two years last week, with major indexes dropping into correction territory for the first time in about two years. Was the phenomenal popularity of exchange-traded funds a contributing factor to the weakness or the scale of the decline? “The numbers simply don’t support the idea …

Market Commentary Q4

Markets continued to rise across the board with little to no reaction to any negative news coming their way. Most major economies across the globe ended positive for 2017 with record low volatility. How low? We experienced 52 todays in 2017 where the VIX (a measure of volatility, or risk) closed below 10, which has …

Barrons: Where Volatility Goes to Die

Greed, intrigue, and death are the stuff of detective novels, but there’s plenty in the more mundane mystery of two very different exchange-traded products that were at the center of the great volatility blowup on Monday. The ETN, a debt obligation underwritten by Credit Suisse, was killed, but the ProShares ETF survived. But how that …

What will a bear market do to ETFs?

(Key Performance Indicators) INDEX PERFORMANCE DATA  2/02/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (3.04%) 5.64% 12.07% 20.37% 5.19% 5.19% 32.50% S&P Financial Select Sector Index (2.68%) 5.30% 9.80% 17.18% 28.65% 5.24% 5.24% 25.42%  ETF RESPONSE TO A BEAR MARKET …

Fear and Loathing in Hollywood, Florida

(Key Performance Indicators) INDEX PERFORMANCE DATA  1/26/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.98% 8.73% 15.77% 22.60% 8.49% 8.49% 36.65% S&P Financial Select Sector Index 2.19% 7.96% 13.17% 21.70% 29.46% 8.14% 8.14% 28.87% FEAR AND LOATHING IN HOLLYWOOD, FLORIDA …

25 Years of ETFs

(Key Performance Indicators) As of December 31, 2017. Source: Morningstar Direct. ETF Ownership and launches information sourced to Toroso Investments Research tools, as of January 18, 2018. INDEX PERFORMANCE DATA  1/19/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index 0.69% 7.71% 15.81% …

The Future of ETFs: 2018

(Key Performance Indicators) INDEX PERFORMANCE DATA    1/5/2018 1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception        Toroso ETF Industry Index 4.53% 6.75% 13.59% 22.19% 6.70% 6.70% 34.40% S&P Financial Select Sector Index 2.88% 4.10% 12.46% 18.76% 27.20% 4.71% 4.71% 24.79% Returns as of January 12, 2018. Inception …

Will Bitcoin Become an ETF Industry Growth Factor?

(Key Performance Indicators) INDEX PERFORMANCE DATA  1/5/2018 1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception        Toroso ETF Industry Index 2.07% 3.39% 9.45% 17.06% 2.07% 2.07% 28.57% S&P Financial Select Sector Index 1.79% 2.55% 8.47% 14.47% 23.28% 1.79% 1.79% 21.30% Returns as of January 5, 2018. Inception Date: …

PPLC Whitepaper

The first US-listed ETF targeting the S&P 500 Index began trading in 1993. Today the US ETF market is over $3 trillion, and over 185 ETFs representing almost $800 billion in assets are dedicated to US large caps, most in variations of S&P 500 strategies. These large-cap ETFs are by now quite varied in approach, …

Are You An ETF Nerd?

(Key Performance Indicators) INDEX PERFORMANCE DATA TETF INDEX PERFORMANCE Vs. LEADING FINANCIAL INDEXES ARE YOU AN ETF NERD? You will be if you read the entirety of this week’s TETF index Weekly Review. Each week we look for interesting facts and figures that can illuminate the factors that contribute to the growth of the ETF ecosystem.  Diversification is …

ETFs: Millenials Leading the Way

INDEX PERFORMANCE DATA TETF INDEX PERFORMANCE Vs. LEADING FINANCIAL INDEXES IN ETFs WE TRUST One of the trends supporting the growth of the ETF ecosystem is demographics. Many headlines report Millennials are choosing ETFs as their investment vehicle of choice more than any other generation. CURRENT ETF ADOPTION RATE  BY GENERATION Source: BlackRock Data Most …

How to Navigate the ETFs Rising Tides

In the month of November, US ETFs saw an additional $35.5 billion in flows bringing the total year to date $423 billion in new assets. ETF assets have grown by over 31% so far in 2017, exceeding the 10-year average growth rate which is closer to 20%. Blackrock/iShares has captured $197 billion or 46% of …