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ETF Industry KPIs

Posted by Michael Venuto on Aug 31, 2020 10:56:00 AM
Michael Venuto
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Week of August 24, 2020 KPI Summary

This week, 9 ETFs closed and only 2 launched. With another large batch of closures, the open-to-close ratio continues to sink back down – this week it is at 0.95. Although the total number of ETFs dropped this week, US ETF assets and ETF ER 12-month revenue continue to climb. Assets stand at $4.85 Tn and revenue is at $8.92 Bn. This week, 6-month returns jumped up for both the Toroso ETF Industry Index and the S&P Financial Select Sector Index. For the Toroso ETF Industry Index, returns went from -0.54% to 14.52%. For the S&P Financial Select Sector Index, returns went from -19.87% to -3.30%.

 

KPI-4

 

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of August 28, 2020)

table-Sep-02-2020-02-52-15-36-PM


TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through August 28, 2020)

chart-Sep-02-2020-02-52-16-24-PM


ETF Launches

Direxion Connected Consumer ETF (ticker: CCON)
Sterling Capital Focus Equity ETF (ticker: LCG)


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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