ETF Upside

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

Thematics & Sectors

Credit Card Rate Cap Undermines Bank ETFs After Year of Strong Growth

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Stocks in banks with big credit card businesses dipped Monday and Tuesday, and ETFs that invest in them were not immune.

2 min read
Industry News

Vanguard Splits Into Two Investment Teams

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Vanguard established separate teams, with one overseeing most of the active stock funds and another bond funds and broad index funds.

2 min read
Thematics & Sectors

These ETFs Take a Page Out of Famed Investors’ Playbooks

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Some ETF issuers are working to replicate big-name companies’ strategies by mimicking their holdings where possible.

2 min read
Thematics & Sectors

Where Crypto ETFs Stand in 2026

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Issuers are rolling out new varieties, including leveraged and buffered crypto ETFs, testing interest in anything beyond bitcoin and Ethereum.

2 min read
Industry News

J.P. Morgan Asset Management Votes with Its Feet on Proxy Advisors

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The company will use AI to provide portfolio advisors with data from annual meetings to help inform their proxy votes.

2 min read
Investing Strategies

International Equity ETF Flows More than Doubled 2024 Totals

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Funds tracking foreign equity markets set new records in 2025, taking in $217 billion in assets.

1 min read
Thematics & Sectors

US Raid in Venezuela Compounds Uncertainty for ETF Investors

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ETF investors may seek asset classes they view as safer in a volatile era. One issuer filed for a Venezuela Exposure ETF.

2 min read
Thematics & Sectors

Morgan Stanley Wades Into Crowded Bitcoin Market

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The company’s crypto exchange-traded product push might be more about the tech than the individual products, one observer said.

2 min read
Industry News

Cathie Wood’s ARK Invest Takes Best-Performing Issuer of 2025

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Actively managed funds have the potential for outsized returns, but timing is everything. ARK ETFs did well.

2 min read
Regulation & Legislation

Proposed ETF from VegaShares Bets on 4X Leveraged Funds

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Vega Capital Partners filed for 16 highly leveraged ETFs not long after the SEC told other issuers that such products wouldn’t fly.

2 min read
Investing Strategies

ESG Hits Record $799B in ETF Assets Globally

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Investors are still flocking to environmental, social and governance funds, even as criticism has grown louder on Capitol Hill.

2 min read
Investing Strategies

Why This ETF Can’t List on Major Exchanges

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Tuttle’s GRFT fund aims to capitalize on the links between power and profit in government but was turned away by all the major US exchanges.

1 min read
Industry News

The Year ETFs Couldn’t Stop Breaking Records

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ETF Launches, flows and assets were higher than ever in 2025, as issuers and investors expanded into niche categories.

2 min read
Industry News

Advisors’ Favorite ETFs of 2025

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ETFs, particularly strategies built around AI and crypto assets, saw massive growth among RIAs this past year.

2 min read
Investing Strategies

How AI Will Reshape Client Communications in 2026

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Advisors are expected to utilize more artificial intelligence tools next year and even launch their own chatbots.

2 min read
Thematics & Sectors

Best-Performing ETFs of 2025 Were Digging for Silver and Gold

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The five funds with the best returns tracked companies that mined precious metals, with one ETF up 200% year-to-date.

2 min read
Regulation & Legislation

Dual Share Classes Are 2025’s Single Biggest ETF Development

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Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

2 min read
Thematics & Sectors

Crypto ETFs Pull in Assets Despite Poor Performance

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The funds have taken in tens of billions of dollars in inflows this year as enthusiasm for digital currencies continues.

1 min read
Investing Strategies

VanEck Ties Latest Funds to Positive Analyst Sentiment

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Allocations will go toward companies that exhibit favorable future estimates of cash flow, earnings per share, price targets and sales.

2 min read
Industry News

State Street’s Private-Credit ETFs Outperformed in 2025. Is That Enough to Interest Investors?

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Its two diversified bond ETFs can’t match the private-credit allocations of less-liquid vehicles, but they are beating 92% of peers.

2 min read

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