ETF Upside

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

Industry News

DWS Transforms $2.5M ESG ETF into Something Much Different

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Asset managers have repurposed sustainable funds amid a pullback from them in the US. This change is more substantial than most.

2 min read
Industry News

BlackRock’s Tokenized ETFs Are Only The Beginning, CEO Says

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Tokenized securities are moving closer to a reality as issuers make plans to bring more assets and funds on-chain.

2 min read
Investing Strategies

Betting Big on Leveraged ETFs

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Even with the lights out at the SEC, it’s unlikely that ETF issuers seeking 3x and 5x funds will sail through the approval process.

2 min read
Thematics & Sectors

VanEck Adds ETFs to Get Around Concentration Rules

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The new VanEck TruSector ETFs invest in stocks and other ETFs to maximize exposure to individual companies and reflect actual market caps.

2 min read
Investing Strategies

3 Ways to Build an Inflation-Adjusted Pension. Yes, There’s Even an ETF for That

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

No one knows the future, but high inflation could make some investments virtually worthless.

4 min read
Thematics & Sectors

Morgan Stanley Opens Up to Crypto ETFs. Who’s Next?

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As regulators have warmed up to crypto and assets have poured into ETFs, advisors who ignore the trend risk losing clients, proponents said.

2 min read
Investing Strategies

Are Leveraged ETFs to Blame for Selloffs? JPM Says Yes

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Analysts from JPMorgan on Monday wrote that levered ETFs might worsen macro swings by increasing intraday volatility.

2 min read
Industry News

UK-Based Baillie Gifford Takes the ETF Plunge Stateside

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The firm has waited until now to expand its US product line as sales trends are favoring ETFs over many mutual funds.

2 min read
Thematics & Sectors

BlackRock’s IBIT Is Nearing $100B in AUM. Everyone Else Might Be Chasing ‘Crumbs’

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As the iShares Bitcoin Trust nears the milestone, dozens of spot-price crypto ETFs are being prepped to come to market.

2 min read
Industry News

Why Just 8% of ETFs Raked in Half of Inflows This Year

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Low-fee products tracking indexes have outperformed their higher-fee ETF counterparts and have raked in assets.

2 min read
Thematics & Sectors

MEME ETF Rises From the Grave

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The meme stock category isn’t about stonks and tendies anymore, and the new iteration focuses on broader retail sentiment.

1 min read
Thematics & Sectors

Gold ETFs Shine as Price Hits $4,000

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Investors have been piling into gold ETFs amid uncertainty exacerbated by the government shutdown and the dollar’s declining status.

2 min read
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

Photo via Jimin Kim/ZUMAPRESS/Newscom

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

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