Welcome to Issue 1 of Exchange Traded Fridays. A collection of articles, opinions and data for the world of ETFs. Primary focus will be Australian ETFs but where relevant, we'll add global news too. So let's get started.
In case you missed it, we saw the following happenings over the last week in the world of ETFs
SmallCaps - ETFs growing fast as younger investors aim for low costs - Looking at the growth of younger investors in the ETF markets as higher house prices push investors to other markets. Additionally, a look at active vs passive and other topics.
ShareCafe - What is Driving the Demand for Fixed Income ETFs? - article by Russell Investments for ShareCafe looking at what is driving interest in fixed income ETFs. This includes their outlook for rates and inflation.
RRmetrics comprehensive ETF report for July - Rodney Lay and the team at Risk Return Metrics created this new monthly report on the ETF markets covering 180 ETFs. It's quite detailed so if you're diving into ETFs further check it out. Then if you see something interesting there and want to explore it more in ETFtracker you can jump back into our app.
Of Dollars and Data - We are all investors now - Great article from Nick Maggiulli documenting the rise of retail investing from very early ages of human society to where it's likely heading next. Hint hint, it's to do with customisation.
Livewire - Is gold set to be institutionalized - article from Jordan Eliseo from the Perth Mint. They have an ETF called PMGOLD and this article looks at why superannuation funds may be looking to allocate portions to gold. Lots of charts and data here so check it out.
Livewire - 6 Winning ETFs tipped to take-off - an article from last week but highlighting it in case anyone missed it as ETFtracker features in it. Focus is the FY21 year gone by with a lot of data from ETFtracker. Opinions in there are just our own and not financial advice of course.
BestETFs - MNRS - What you need to know - article from the team at BestETFs (part of Rask). They highlight MNRS the BetaShares global gold miners ETF. Metrics of the ETF are shown such as FUM, fees and more info.
Investopedia - Grayscale Takes Another Step in its Goal of Becoming a Bitcoin ETF Giant - Grayscale appointment of a custodian (BNY Mellon) to do accounting and admin. This move signals the further intentions of the world's biggest bitcoin fund converting to an ETF. No SEC approval yet but there are tailwinds blowing that way.
Bits of Blocks: Senator Bragg beckons: 'Ask me anything (about crypto) - Not necessarily ETF related but with talk about Australia potentially getting its own crypto ETF (ASIC had a consultation paper out recently on this), it as good to see an Australian senator openly discuss crypto with constituents and on Reddit of all places. This links summarises the talks but you can view the full post on Reddit too.
Ausbiz - 22nd July - What's the holy grail for ETF investors? - eInvests Jodi looking at 5 ways to assess ETFs as well as questions they continuously get at eInvest. Jodi also gives us a bit of a plug at the end of the video which was awesome!
Ausbiz - 22nd July - How to get defensive amid market volatility - chat with Andrew Wieland of DP Wealth Advisory about market volatility and what sort of defensive measures people should have in their portfolio
Ausbiz - 21st July - Investing in AI Megatrend - Discussion with Kanish Chugh of ETF Securities on how investors can play the AI trend with their ROBO ETF.
Ausbiz - 20th July - Is Elon Musk's influence on crypto land fading? - episode featuring Caroline Bowler, CEO of BTC Markets and discussion on the hype of bitcoin markets and a deeper dive into the ASIC consultation paper on potential for crypto ETFs here.
The Compound - Here’s that dip you said you would buy… - US markets focused chat looking at a bunch of topics and in this episode it's on Buying the dip, Robinhoods IPO, Hedging vs dollar cost averaging and more.
ETF Securities Weekly ETF Monitor for week ending 16th July - this weekly publication from ETF Securities showed data to end of last week and what people are pouring money into as well as who's performing the best so far. Last week the it was the sustainable focused ETHI with the most inflows for the week.
Tweet of the week
Courtesy of Frank Chaparro - find it here:
Chart of the Week
Below we see what the local ETF FUM (Funds Under Management) growth has been year on year when we look at financial year periods, 1 July to 30 June. It's been around the 30% mark the previous 3 years but up to 73% recently. That's been helped by the influx of funds that were able to list their closed-ended FUM amounts straight away (including MGOC, HYGG, LPGD, AASF and others) but even discounting them, growth this year has been much stronger than before.
Further ETF Education
Ever wondered what the Historical Distribution Yield refers to whne looking at the ETF data from the ASX/Chi-X? We wrote an article with the help of Martin Dinh, Senior Product Manager at the ASX. Check it out here: https://www.etftracker.com.au/post/digging-into-historic-distribution-yields
We have the main ETFtracker App you can access (below) as well as holdings analysis apps for ETFs from iShares, BetaShares and State Street. See the main ETFtracker app here: https://www.etftracker.com.au/the-app
ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is via Facebook, Gmail or Email: https://www.etftracker.com.au/forum
YouTube, Instagram, Twitter, TikTok
We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more.
Also, if you're not already a subscriber to our YouTube channel, check out an example of one of our videos below. We're also on Instagram and TikTok (for fun) and have a limited Twitter presence too. We are pretty active. Just look up "ETFtracker" on any of those apps and you'll find us.
If there's a particular ETF or set of ETFs you want us to review then let us know and we'll add it to the list.