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ETF Industry KPIs

Posted by Michael Venuto on Oct 26, 2020 1:36:14 PM
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Week of October 19, 2020 KPI Summary

This week, 8 new ETFs launched and none closed. This brought the Open-to-Close ratio up a bit, to 0.92. US ETF assets went down 0.18% this week – from $4.91 Tn to $4.9 Tn – but change YTD is still positive, at 10.92%. ETF Expense Ratio revenue also decreased slightly, from $8.98 Bn to $8.95 Bn. This week’s returns were better for the S&P Financial Select Sector Index than the Toroso ETF Industry Index, but the TETF still has better returns YTD and since inception.

 

KPI-Oct-26-2020-04-44-52-27-PM

 

TETF.Index Performance vs. S&P Financial Select Sector Index
(as of October 23, 2020)

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TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through October 23, 2020)

chart2


ETF Launches

FT Cboe Vest US Equity Buffer ETF October (ticker: FOCT)
FT Cboe Vest US Equity Depp Buffer ETF October (ticker: DOCT)
Janus Henderson AAA CLO ETF (ticker: JAAA)
ETRACS Alerian Midstream Energy Transfer ETN (ticker: AMTR)
Nifty India Financials ETF (ticker: INDF)
Rareview Dynamic Fixed Income ETF (ticker: RDFI)
Rareview Tax Advantaged Income ETF (ticker: RTAI)
Trend Aggregation Conservative ETF (ticker: TACE)


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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