Introduction

Exploring the increasing preference for ETFs over mutual funds, the chapter analyzes the reasons behind this trend and offers insights into navigating the multitude of ETF options available in the market.

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Episode notes

How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance.

Topics covered include:

How large have fund flows been away from active mutual funds into ETFs
How big are the largest ETF families and how has their market share grown
Why the rise of active ETFs blurs the distinction between active and passive investing
Why there doesn't appear to be an indexing price bubble, but the rise of passive investing has impacted volatility and decreased stock price informativeness
A framework for how to analyze markets and select ETFs for your portfolio

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Show Notes

Global Fund Flows Dominated by Fixed-Income and ETFs—Morningstar

It’s Official: Passive Funds Overtake Active Funds by Adam Sabban—Morningstar

ETF Issuer League Tables—VettaFi

Global ETF Market Facts: three things to know from Q3 2023 by Samara Cohen—iShares

Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness by Pawel Bednarek—SSRN