
MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas
The Intrinsic Value Podcast - The Investor’s Podcast Network
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ETF Inflows and Outflows Are Doing as Well as They Are Prior to the Crisis?
ETFs typically eat up 1% market share on mutual funds a year. Now they're eating up over 2%. So their rate of market share increase has doubled. Same as Vanguard. These bear markets, even though the absolute flows might be less for Vanguard ETFs and passive, those three things relative have doubled their market share growth percent. I think ultimately the result of it will be a lot of consolidation.
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