ETF Upside

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

Regulation & Legislation

Former Military Court Judge to Lead SEC Enforcement

Margaret Ryan. Photo via Harvard Law School.

Meg Ryan, a lecturer at Harvard with a background in military law, will take over next month as director of the SEC Division of Enforcement.

2 min read
Investing Strategies

These ETFs Are Hoping to Skip the Dividend Tax

Photo by Leire Cavia via Unsplash

The latest ETFs from F/m Investments and Compoundr help institutional investors avoid taxes on income distributions.

1 min read
Thematics & Sectors

Harvard Owns IBIT. Is That Smart for Clients?

Photo by Getty Images via Unsplash

Crypto assets are increasingly available as spot ETFs like IBIT, and investors may have a fear of missing out, despite the volatility.

2 min read
Investing Strategies

Why ETF Investors Persistently Miss 1%-2% of Potential Returns

Photo by Pau Casals via Unsplash

ETF volatility plays a large role in the gap between returns for investors and for funds as a whole, Morningstar data show.

2 min read
Industry News

Vanguard Bets ETF Buyers Willing to Pay Extra for Active

Photo via Rafael Henrique/SOPA Images/Si/Newscom

A set of Vanguard funds subadvised by Wellington will mark the first active stock-picking ETFs in the company’s fleet.

1 min read
Thematics & Sectors

These ETFs Are Going Nuclear

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Energy demand is rising globally, in part because of AI use, and a handful of ETFs focused on nuclear energy stand to benefit.

2 min read
Investing Strategies

Are Cyclical ETFs Worth the Boom and Bust?

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Cyclical industries can provide some regularity for ETF investors, but not without downsides.

2 min read
Thematics & Sectors

Trump Media Delays Registration for Bitcoin ETF

Photo via Hu Yousong / Xinhua News Agency/Newscom

The filing marks President Trump’s latest move to bring his spot bitcoin strategy to the ETF market. Will advisors bite?

2 min read
Regulation & Legislation

Should Asset Managers Trust Future BLS Data?

Photo by Josh Beech via Unsplash

Following revised jobs reports data, Trump fired the Bureau of Labor Statistics head. His successor choice at the BLS may raise red flags.

2 min read
Thematics & Sectors

The Future of AI ETFs May Be Data Centers

Photo by Scott Rodgerson via Unsplash

Investments in AI infrastructure are set to take off in the next decade, and more ETFs are focusing on that.

2 min read
Investing Strategies

Are US Stocks Inflated? Fund Managers Say So

Photo by Aditya Vyas via Unsplash

Finance pros say US stock prices are higher than they should be, but that may have a lot to do with the biggest names in the S&P 500.

2 min read
Investing Strategies

Like Active Management? Odds of Outperformance Are Slim

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The past year hammered active funds, and while a few categories show long-term promise, success is out of reach for most, per Morningstar.

2 min read
Regulation & Legislation

Liquid Staking Crypto Isn’t a Securities Issue, SEC Says

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The agency declared it is hands-off for liquid staking in some cases, which could eventually help crypto ETFs benefit from proof-of-stake.

2 min read
Investing Strategies

ETFs for Risk-On Investors

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For investors with a higher risk tolerance, a standard ETF portfolio may not cut it.

2 min read
Industry News

From Greenwashing to Greenhushing: The Rise of ‘Anti-ESG’ ETFs

Photo illustration by Connor Lin / The Daily Upside, Photos by Pakhnyushchyy and Ajt via iStock

A backlash to so-called woke investments spurred interest in their anti-woke counterparts. But is it a new strategy or just marketing hype?

4 min read
Industry News

Active ETFs Are Booming in Europe. US Managers Want In

Photo by George Zvanelli via Unsplash

With the continent’s active ETF industry set to balloon to $1 trillion within the decade, stateside managers are joining the fray.

2 min read
Thematics & Sectors

Gold ETF Sales Skyrocket Amid Price Surge

Photo by Jingming Pan via Unsplash

Not since the pandemic have US gold ETFs seen such demand, with geopolitical and economic uncertainty driving people to the safe-haven asset.

2 min read
Regulation & Legislation

SEC, Congress Want Regulations to Oversee AI Experiments

Photo via Graeme Sloan/Sipa USA/Newscom

Financial services firms could test uses for AI in “regulatory sandboxes,” according to legislation introduced last week.

1 min read
Investing Strategies

Rich Investors Eschew Financial Advice, Trade ETFs Frequently

Photo by Andrea Natali via Unsplash

Wealthier people are less likely to value financial advice, but there are consequences to trading ETFs outside of advisory relationships.

2 min read
Regulation & Legislation

SEC Is Now All In On Crypto. What’s Next?

Paul Atkins, Chairman of the U.S. Securities and Exchange Commission. Photo via Michael Brochstein/Sipa USA/Newscom.

The agency approved in-kind redemptions for spot Bitcoin and Ethereum ETFs last week, but the move may just the beginning for Atkins’ SEC.

2 min read

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