By now you might have seen some of the big changes we’ve made to ETF Research Center. The biggest improvement is a new, mobile-friendly design that works well on tablets, desktops and smart phones. We’ve also shortened the URL to etfrc.com (though www.etfresearchcenter.com will still get you there) and posting a link to a specific…
We just added 32 equity ETFs to our database, all of them newly listed in the past few months (Table 1). Twenty six of them are classified as “Smart Beta” funds, always fertile ground for new products despite the fact that smart beta’s growth in market share seems to have stalled in recent quarters. Among…
We’ve initiated coverage of twelve new equity ETFs, including five actively managed ETFs, four “ESG” funds (short for Environmental, Social and Governance criteria), and one fund-of-funds (Table 1). However, none of those caught our eye as especially noteworthy or attractive. The one that did was the Brand Value ETF (BVAL). As the name suggests, the…
Exchange Traded Funds are the most successful financial product in at least a generation. According to the Investment Company Institute, assets invested in U.S.-listed ETFs grew from $2.4 billion twenty years ago to $2.5 trillion at the end of 2016, a growth rate of nearly 42% per annum. Even measured from 10 years ago, when…
Guggenhiem offers a suite of 18 fixed income ETFs called BulletShares that offer investors a fixed portfolio of corporate bonds all maturing in the same year. Investors can choose either investment grade or high yield flavors, with maturities ranging from 2017 to 2026 (Table 1). At the end of each target year, when all bonds in…
Over the weekend we initiated coverage of 39 new ETFs, totaling about $341 million in assets under management. Two thirds of them are classified as “Smart Beta” funds, while one third are traditional beta. One of the most significant may be the ALPS Dorsey Wright Sector Momentum ETF (SWIN), which will bring more some competition…