ETF Upside

Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.

Thematics & Sectors

From 2x To 3x: Behind the Rise of Leveraged Single-Stock ETFs

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A slew of 3x leveraged single-stock ETF filings highlights issuer appetite for increasingly risky strategies.

2 min read
Investing Strategies

International ETFs Are Up 30% This Year

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Categories outside of the US are seeing double the returns of the S&P 500, despite high tariffs imposed by the Trump administration.

2 min read
Regulation & Legislation

ETF Filings on Hold Amid Government Shutdown

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The SEC halted operations last week amid the federal government shutdown, pausing dozens of ETF applications.

2 min read
Industry News

State Street Adds Junk Bond Rungs to Laddered ETF Series

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It may not be an ideal time for high-yield corporate bonds, but State Street is filling out its target-maturity suite with several new ETFs.

2 min read
Investing Strategies

Why Private Equity Is Making Small-Cap Investing Harder

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Active managers like to tout their defy-the-odds abilities, but chances to get in on tomorrow’s large cap stocks slimmer, Morningstar says.

2 min read
Regulation & Legislation

Dual Share Classes Are Coming Soon. Now, What?

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ETF share classes of mutual funds (and the other way around) are so close, yet so very far away, as fund boards have a lot of work ahead.

2 min read
Investing Strategies

Move Over State Street. JPMorgan Becomes Latest to File for Private Credit ETF

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Semiliquid funds topped $450 billion in assets, but a handful of private credit ETFs have been slow to win over investors.

2 min read
Thematics & Sectors

AI-Powered ETFs Aren’t Living Up to Investor Expectations

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ETFs that use artificial intelligence to select holdings have largely underperformed over the past five years. Many have closed.

2 min read
Industry News

Is Vanguard Coming Around to Crypto ETFs?

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The company is reportedly considering adding third-party products to its brokerage,, but Vanguard said it hasn’t made any decisions.

2 min read
Investing Strategies

The 351 Exchange ETF Is Here. More Are on the Way

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The ETF strategy lets wealthy investors defer, or even avoid, capital gains tax liabilities.

2 min read
Investing Strategies

Why Hedge Funds Are Launching Their Own ETFs

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Man Group is the latest to join the ETF bonanza, and it’s far from alone.

2 min read
Industry News

Motley Fool Asset Management Plans Big Expansion into ETFs

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The company, whose parent is the personal finance publisher, would add 15 ETFs to its existing line of six.

2 min read
Regulation & Legislation

The New $100,000 H-1B Visa Application Will Impact Asset Managers

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Big, multinational firms have regional expertise and may be able to swallow the costs, but smaller companies will have a harder time.

2 min read
Investing Strategies

Morningstar Analysis Points to ‘Misleading’ Data on YieldMax ETFs

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Investors in YieldMax ETFs may have lost about 11% per year since late 2022, according to a recent Morningstar report.

2 min read
Industry News

ETF Investors Are Overwhelmingly Young. Can Issuers Expand Their Reach?

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ETF uptake varies significantly across generations. This gap presents a major growth opportunity for the industry.

2 min read
Investing Strategies

What’s Up with the Crazy Flow Volatility at ARK’s ETFs?

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Competing theories have been proposed to explain why billions of dollars have gone into and out of several ARK ETFs in recent weeks.

2 min read
Industry News

Why Rate Cuts Could Benefit an Already Booming ETF Industry

Photo illustration by Connor Lin / The Daily Upside, Photo by Silvae via iStock

The Federal Reserve’s decision may not have been a surprise, but ripple effects are already being felt across the industry.

2 min read
Regulation & Legislation

SEC Turbocharges Crypto ETP Approvals

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Generic listing standards for crypto exchange-traded products could open the floodgates for ETPs beyond spot Bitcoin and Ethereum.

2 min read
Industry News

BlackRock Is Reportedly Boarding the Tokenized ETF Train

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The New York-based firm is planning to launch some of the first tokenized ETFs, according to a report.

1 min read
Industry News

Vanguard Adds Long-Overdue Junk Bond ETF at Tricky Time

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The company filled a hole in its fixed-income ETF line — but the timing may not be ideal, given relatively low yields in junk bonds relative to Treasurys, one observer said.

2 min read

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Exclusive news and analysis of the rapidly evolving ETF landscape, built for advisors and capital allocators.