ETF News & Research

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% …

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% …