My favorite ETF reads over the past week, along with my ETF tweet and chart of the week!
ETFs Have a Tax Advantage Over Mutual Funds by Ben Johnson
“It’s no surprise that investors have been parking more of their taxable money in ETFs and that asset managers are flocking to such vehicles in droves.”
If You Need Downside Protection, Buffer ETFs Are Having A Moment by David Dierking
“Buffer ETFs have become big business – more than $11 billion across more than 100 funds currently.”
A dirty secret: Here’s why your ESG ETF likely owns stock in fossil-fuel companies by Debbie Carlson
“It ultimately comes down to they (asset managers) don’t want to have big tracking error.”
You Own More Of Meta’s $300 Billion Faceplant Than You’d Like by Matt Krantz
“Nearly 400 ETFs, or roughly a quarter of the trackable and relevant universe, put half or more of their portfolios in just 10 positions.”
What’s In Your Value ETF Might Surprise You by Todd Rosenbluth
“Before buying an index-based value ETF, it pays to look inside.”
Harbor Capital Eyes Mutual Fund Conversions in Major ETF Push by Vildana Hajric
“Investors have been turning away from mutual funds and toward ETFs for years now.”
ETF Tweet of the Week: There are now over 2,800 US-listed ETFs, making research and due diligence an ever-growing challenge for investors. ETF issuers are responding with free tools and resources, as highlighted here (click tweet to read entire thread)…
THREAD: Want to share an excellent free resource that investors can use to evaluate and compare ETFs & mutual funds with respect to returns, sector & factor exposures, fundamental properties of the underlying holdings, and much more.
— Jesse Livermore (@Jesse_Livermore) February 10, 2022
ETF Chart of the Week: Emerging market equity ETFs have experienced inflows in each of the past 16 months for a total of $44 billion. Positive flows in February would tie the category’s record for consecutive monthly inflows, which was set in 2016-2018. Notably, emerging market stocks outperformed developed market stocks during that prior period versus meaningful underperformance during this current stretch.
Source: State Street’s Matt Bartolini
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