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ETF Industry KPI

Posted by Michael Venuto on Mar 15, 2021 11:09:43 AM
Michael Venuto
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Week of March 8, 2021 KPI Summary

This week, the industry experienced 4 new ETF launches and 1 closure, shifting the 2021 YTD Open-to-Close ratio to 1.32. It was a strong week in ETF asset gains with 3.08% 1-week change, bringing total assets to just short of the next milestone, six trillion dollars. As we cross the 1-year mark since Covid-19 shut down the US and the world, here are a few noticeable 1-year ETF industry numbers that stand out. Total Assets are up 36%, with the largest growth being in Options (71.3%), and only decrease in Volatility sector (-150.4%). As for growth in indexes, Traditional and Non-traditional are up 33 and 39% respectively, while Active leads the three at 51% growth, though making up merely 3.5% of the asset pie. More surprisingly, the total number of ETFs in the Active segment has increased from 279 to 531 while Traditional and Nontraditional have both decreased in total number of funds over the past 12-months. Additionally, the number of ETF issuers has grown from 145 to 179 total brands. As for the Toroso ETF Industry Index and S&P Financial Select Sector Index, the indexes have surged 93.11% and 75.44% respectively over the past 12-months.

KPI-Mar-15-2021-03-45-20-17-PM

 

ETF Launches

Defiance Next Gen H2 ETF (ticker: HDRO)
JPMorgan Emerging Markets Equity Core ETF (ticker: JEMA)
Mairs & Power Minnesota Municipal Bond ETF (ticker: MINN)
Wilshire wShares Enhanced Gold Trust ETF (ticker: WGLD)

ETF Closures

Defiance Next Gen Video Gaming ETF (ticker: VIDG)

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of March 12, 2021)

table-Mar-15-2021-03-45-20-17-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through March 12, 2021)

chart-Mar-15-2021-03-45-20-21-PM

 


Why Follow the ETF Industry KPIs

The team at Toroso Investments began tracking the ETF Industry Key Performance Indicators (KPI's) in the early 2000's and have been consistently reporting on, and analyzing these metrics ever since. The table above was the impetus for the creation of the TETF.Index, the index that tracks the ETF industry. Each week, we will share the statistics we believe to be the most useful for identifying industry trends, in addition to the performance of the TEFT.Index. 


DISCLAIMER

Past performance is no guarantee of future returns. This article is for informational and educational purposes only; is not intended to constitute legal, tax, accounting or investment advice; and does not constitute an offer to sell or a solicitation of an offer to buy any security or service. Furthermore, the Indexes shown above are not investable. While Toroso has gathered the information presented from sources that it believes to be reliable, Toroso cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed are Toroso’s opinions and do not reflect the opinions of any affiliates or related persons. All opinions are current only as of the date of initial publication and are subject to change without notice. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested.

Topics: ETF Industry KPI’s

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