Week of January 4, 2021 KPI Summary
This week, the industry experienced 7 new ETF launches and 5 closures, updating the total US ETF count to 2,319. Total assets increased a noticeable 2.49% this week, crossing the five and a half Trillion-dollar mark. Another growth spot to highlight is the ETF expense ratio 12-month revenue increase of 3% from $10.15 to $10.46 Bn. For the first week of 2021, both TETFindex and S&P Financial Select Sector Index were both up with similar returns 4.79 and 4.83, respectively.
ETF Launches
TrueShares Structured Outcome January ETF (ticker: JANZ)
AllianzIM US Large Cap Buffer20 January ETF (ticker: AZBJ)
AllianzIM US Large Cap Buffer10 January ETF (ticker: AZAJ)
Innovator Triple Stacker ETF January (ticker: TSJA)
Euclid Capital Growth ETF (ticker: EUCG)
Innovator Double Stacker 9 Buffer ETF January (ticker: DBJA)
Innovator Double Stacker ETF January (ticker: DSJA)
ETF Closures
VanEck Vectors Coal ETF (ticker: KOL)
First Trust Value Line® 100 ETF ETF (ticker: FVL)
First Trust Mega Cap AlphaDEX® ETF (ticker: FMK)
Principal US Large-Cap Multi-Factor Cr ETF (ticker: PLC)
Principal US Small-MidCap Multi-Factor Cr ETF (ticker: PSM)
TETF.Index Performance vs. S&P Financial Select Sector Index
(as of January 8, 2021)
TETF.Index Performance vs. Other Leading Financial Indices
(March 31, 2017 through January 8, 2021)
Why Follow the ETF Industry KPIs
The team at Toroso Investments began tracking the ETF Industry Key Performance Indicators (KPI’s) in the early 2000’s and have been consistently reporting on, and analyzing these metrics ever since. The table above was the impetus for the creation of the TETF.Index, the index that tracks the ETF industry. Each week, we will share the statistics we believe to be the most useful for identifying industry trends, in addition to the performance of the TEFT.Index.
DISCLAIMER
Past performance is no guarantee of future returns. This article is for informational and educational purposes only; is not intended to constitute legal, tax, accounting or investment advice; and does not constitute an offer to sell or a solicitation of an offer to buy any security or service. Furthermore, the Indexes shown above are not investable. While Toroso has gathered the information presented from sources that it believes to be reliable, Toroso cannot guarantee the accuracy or completeness of the information presented and the information presented should not be relied upon as such. Any opinions expressed are Toroso’s opinions and do not reflect the opinions of any affiliates or related persons. All opinions are current only as of the date of initial publication and are subject to change without notice. All investment strategies and investments involve risk of loss, including the possible loss of all amounts invested.
