ETFs
Exchange-traded fund coverage, portfolio construction, and product education.
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New Research Puts the Section 351 ETF Conversion Market at $5.0 Trillion
For advisors, the duty to diversify a client and the duty to manage their taxes are in direct conflict. A 351 conversion helps resolve both at once.
Guest Contributor -
The ETF Share Class Revolution Just Got Real: Fidelity Makes Its Move
The ETF share class movement received a big boost on Monday when Fidelity announced plans to imminently enter the fray.
Todd Shriber -
Vanguard Just Passed iShares: How the ETF Giant Won by Keeping It Simple
Fascinating nugget from the world of exchange traded funds ETFs: Vanguard surpassed BlackRock’s iShares for the title of largest U.S. issuer.
Todd Shriber -
Breaking the Correlation Cycle: New Approaches to Income and Growth Diversification
Set your client portfolios apart with autocallable ETFs that pursue growth and income.
Calamos -
The ETF Fee War Just Got Cheaper: Schwab Cuts Costs Again
The issuer extended that tradition on June 11 by announcing fee reductions on a quartet of its popular ETFs. Let’s get into it here.
Todd Shriber -
Has the AI Boom Made Advisors Forget the Power of Dividend Growth?
Advisors are likely somewhat familiar with SDY as the $20.9 billion ETF has been on the market for 21 years.
Todd Shriber -
Searching for Yield? Vanguard's New High-Yield Bond ETF Deserves a Look
Seeking a little more income for clients without the need to stretch into the often adventurous world of private credit, VCHY may be a well-timed
Todd Shriber -
Rising Through Discipline: Why DGRW and DDWM Are Earning Their Upgrades
In both cases, these upgrades underscore a key theme central to investing: maintaining upside participation while managing downside risk.
WisdomTree -
SpaceX IPO Mania Is Fueling a Rush Into This ETF—What Advisors Need to Know
SPCX, is expected to raise $75 billion at a valuation of $1.75 trillion, making it the largest initial public offering IPO in history.
Todd Shriber -
Focus on Alternatives: Turning Market Complexity Into Better Client Outcomes
Although the world is changing rapidly, our core investment needs haven’t changed that much.
Calamos -
The First $1 Trillion ETF Has Arrived—And It Says Everything About How Investors Are Changing
With VOO being the first ETF in this pantheon, it’s interesting, perhaps more so than when the tenth or eleventh stocks ascended to $1 trillion.
Todd Shriber -
Rising Treasury Yields? This ETF Is Up 27% and Built for It
As highlighted by year-to-date gain of 27.04%, according to Y Charts data, EQRR isn’t a gimmick ETF. Rather, it’s delivering as advertised.
Todd Shriber
