How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance.

Topics covered include:

• How large have fund flows been away from active mutual funds into ETFs
• How big are the largest ETF families and how has their market share grown
• Why the rise of active ETFs blurs the distinction between active and passive investing
• Why there doesn't appear to be an indexing price bubble, but the rise of passive investing has impacted volatility and decreased stock price informativeness
• A framework for how to analyze markets and select ETFs for your portfolio

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Show Notes

Global Fund Flows Dominated by Fixed-Income and ETFs—Morningstar

It’s Official: Passive Funds Overtake Active Funds by Adam Sabban—Morningstar

ETF Issuer League Tables—VettaFi

Global ETF Market Facts: three things to know from Q3 2023 by Samara Cohen—iShares

Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness by Pawel Bednarek—SSRN

Investments Mentioned

SPDR® S&P 500® ETF Trust (SPY)

JPMorgan Equity Premium Income ETF (JEPI)

Avantis US Small Cap Value ETF (AVUV)

Related Episodes

426: Which is Best – Active or Passive, ETFs or Funds?

321: How to Analyze Complex Investments

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