Morningstar

Markets

Fine Print: ETFs Born in Banner Year May Lack Staying Power

Photo via Thomas Fuller/ZUMAPRESS/Newscom

Issuers are pumping out funds to meet investor demand, but there’s a growing risk that many of the new ETFs will have short shelf lives.

2 min read

Photo via May James/ZUMAPRESS/Newscom

ETF Upside

Why Invesco Wants QQQ to Become an Open-End Fund

The asset manager has asked the SEC to make QQQ an open-end fund, which would benefit Invesco and its shareholders.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

Playing the Benchmarking Game With Allan Roth

Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.

4 min read
Photo by Simon Infanger via Unsplash

Advisor Upside

Defense ETFs Surge Amid Wartime Buildups

ETFs targeting the sector are riding high this year due to sustained conflicts in Europe and the Middle East.

1 min read

ETF Upside

Here Are the Most Popular Active ETFs of 2025

Photo by JHVEPhoto via iStock

JPMorgan, T. Rowe Price, and Capital Group had some of the top-performing funds of the first half of 2025, according to a recent Morningstar report.

2 min read

Advisor Upside

Bitcoin Rules for Now, but the Crypto Landscape Is Vast

Photo by Michael Förtsch via Unsplash

Spot Bitcoin ETFs garnered inflows of nearly $9.6B over roughly the past five weeks, according to Morningstar Direct data.

2 min read

ETF Upside

April Marks Worst Month of ETF Inflows in a Year

Photo by Maxim Hopman via Unsplash

ETFs attracted $58 billion in assets last month, the lowest since April 2024, according to Morningstar Direct.

1 min read

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