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ETF Industry KPI

Posted by Michael Venuto on Jul 27, 2021 10:05:34 AM
Michael Venuto
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Week of July 19, 2021 KPI Summary
  • Assets continue to show record growth with ETF AUM up over 20% in 2021and revenue growing as well. TETF.index is up 22.06% year to date. 
  • The open to close ration is now over 2.2 to 1, with no closures this week. 
  • In the US, there are 424 ETFs focused on fixed income with assets of about $1.14 Trillion (about 22% of US ETF AUM). 
  • The weighted average expense ratio for bond ETFs is only 14.4 bps which is less than the overall industry at about 18bps.

KPI-Jul-26-2021-08-15-09-75-PM
 
ETF Launches

ALPS Hillman Active Value ETF (ticker: HVAL)
Viridi Clean Energy Crypto Mining & Semiconductor ETF (ticker: RIGZ)
Amplify Thematic All-Stars ETF (ticker: MVPS)
iClima Distributed Renewable Energy Transition Leaders ETF (ticker: SHFT)
iClima Global Decarbonization Transition Leaders ETF (ticker: CLMA)
VectorShares Min Vol ETF (ticker: VSPY)
Formidable Fortress ETF (ticker: KONG)
Gavekal Asia Pacific Government Bond ETF (ticker: AGOV)
Direxion Low Priced Stock ETF (ticker: LOPX)
International Drawdown Managed Equity ETF (ticker: IDME)

ETF Closures

None

 

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of July 23, 2021)

table-Jul-26-2021-08-15-09-76-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through July 23, 2021)

chart-Jul-26-2021-08-15-09-76-PM

Source: Morningstar Direct


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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