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ETF Industry KPIs

Posted by Michael Venuto on Aug 24, 2020 11:23:31 AM
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Week of August 17, 2020 KPI Summary

This week, the ETF market experienced 9 closures and only 4 launches. This continues to negatively affect the open-to-close ratio, which is at 0.97 this week. On the bright side, US ETF assets and ETF ER 12-month revenue continue to increase, with assets at $4.74 Tn and revenue at $8.71 Bn. Returns for both the Toroso ETF Industry Index and the S&P Financial Select Sector Index dropped in most categories, most dramatically in 3 month returns. Despite the drop, returns for the Toroso ETF Industry Index are still on the positive side, at 3.45%. The S&P Financial Select Sector Index’s returns are in the negatives – currently -19.85%.

 

KPI table-3

 

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of August 21, 2020)

table-Aug-24-2020-02-01-01-72-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through August 21, 2020)

chart-Aug-24-2020-02-01-02-90-PM


ETF Launches

Anfield Dynamic Fixed Income ETF (ticker: ADFI)
Innovator 20+ Year Treasury Bond Buffer ETF July (ticker: TBJL)
Innovator Long Term Treasury Floating Rate ETF July (ticker: TFJL)
CornerCap Fundametrics® Large-Cap ETF (ticker: FUNL)


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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