ETF Inflows & Outflows
Performance Leaders & Laggards
Source: ETF Action; flows and performance data as of 3/13/25; performance data excludes leveraged and inverse products
Weekly ETF Reads
Will the SEC Force Changes in the SSGA Apollo Private Credit ETF? by Brian Moriarty & Eric Jacobson
“There may be no precedent for what’s happening right now.”
Capital Group wades into active ETF model portfolio market by Steve Johnson
“The expanding active ETF toolkit has transformed what model portfolio builders are doing.”
Texas Stock Exchange hires top ETF executives from Cboe, Nasdaq by Suzanne McGee
“The hirings signal the Texas exchange views the ETF arena as key to its future growth.”
ETF diversifiers standing up strong amid bouts of volatility by Ari Weinberg
“There’s a new bull market in diversification”
A Trump trend for ETFs by Emile Hallez
“I would always look at any new ETF through an investment lens and not let emotions dedicate decisions.”
Crypto’s New Regulatory Era Means Fresh Opportunity for ETFs by Vildana Hajric
“Staking and passing the returns on to investors could make these ETFs more attractive and would give a broader range of investors an opportunity to participate in the crypto economy.”
The Cboe Experience by Phil Bak
“If I mention an ETF name or ticker on this blog, the entire blog falls under the review of Finra.”
ETF Post of the Week
Bloomberg’s Eric Balchunas notes that despite the recent market turbulence, Vanguard ETF investors continue putting money to work. In fact, Vanguard ETFs are set to post one of their best quarters EVER.
“Neither snow nor rain nor heat nor gloom of night…”
The Trump Put and the Fed Put may not be as reliable as ppl thought but the "Vanguard Put" is solid as ever. This year these wealth creatin' invs have poured $1.5/day(!) into Vgrd ETFs, firm on track for one of its best quarters ever. Navy Seals-level discipline, the smart money pic.twitter.com/eiNJlD36mt
— Eric Balchunas (@EricBalchunas) March 14, 2025
ETF Chart of the Week
International stocks have outperformed so far this year, with the iShares MSCI EAFE ETF (EFA) and the iShares MSCI Emerging Markets ETF (EEM) up 11% and 7%, respectively. That compares to a 4% decline in the SPDR S&P 500 ETF (SPY). The recent surge has some investors wondering if THIS is finally the year for international stocks after nearly two decades of underperformance. Just how bad has performance been?
I cherry-picked this date to drive home the point, but below is the performance of these three ETFs since December 1st, 2007. Note that this is TOTAL RETURN (in other words, including dividends).
Investors should be forgiven if they’re a bit skeptical that any international stock outperformance is sustainable.
ETF Prime Podcast
Last week’s ETF Prime featured Stuart Thomas, Founding Principal at Precidian Investments, who spotlighted the firm’s innovative ADRhedged ETFs and explained the rationale for removing currency exposure. Kirsten Chang, Senior Industry Analyst at VettaFi, discussed several recent ETF launches, including offerings from State Street, VistaShares, Quantify Funds, and Roundhill (nice written recap of these launches here).
ETF Pulse
On last week’s ETF Pulse, etf.com Editor-in-Chief Kristin Myers and I offered hot takes on the recent market swoon, along with the new SPDR Bridgewater All Weather ETF (ALLW). We also answered listener questions!
Crypto Prime Podcast
Gregg Bell, Chief Business Officer at The HBAR Foundation, joined me on last week’s Crypto Prime to delve into Hedera’s unique value proposition, the recent HBAR ETF filings, and the future of crypto.
