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  • A new ETFtracker resource - Google Finance Comparisons

    If you've ever wanted to see what ETFs might be similar to yours and compare their price performance, you'd need to know which ones to look at and then you'd also need tools to do the comparison. We released a new feature that gives you both with our Google Finance Comparisons page here: https://www.etftracker.com.au/google-finance Google Finance provides users with an ability to pick different securities (equities, ETFs) and compare up to 5 of them. It doesn't cover all ASX ETFs (no passive and missing some commodity ones) but it does cover about 150 of them. Of that number we've pulled together around 100 of them into various groups such as Region or ESG or Financial or Technology focused and more. By making these groups its easier for users to see what other ETFs are similar in theme or category to what they're looking at or they might even be starting from scratch and want to search for what different kinds of ESG ETFs there are. Daily prices are one of the things I don't yet have in my ETFtracker app at the moment but coupling the above with the monthly ASX/Chi-X updates on other metrics like ETF net inflows, FUM, spread% and more paints great picture of what's going on in the markets. Coupling this with our holdings analysis tools and ETF investors can also look under the hood with various ETFs. Usage The animation above shows that there is a menu of different groupings users can click on at the top of the page and it takes them directly to that page section. In the section are the ETF tickers and names and we’ve also included images of what the Google Finance price comparison looks like as of the 14th August. The links provide will already have the ETF groups in them so click on those to get the up to date daily results. In Google Finance you can also create your own comparisons but this should help you get you started. You can also CTRL+F to search for a particular ticker if you like. FYI – Because Google Finance only allows for comparisons of 5 securities at a time I’ve had to create multiples of the same thematic like Technology or ESG.

  • Exchange Traded Fridays - Issue 4 - 13th August 2021

    Welcome to Issue 4 of Exchange Traded Fridays for the week ending 13th August 2021. EDIT: Sorry about the delay! I had an accident last night that meant I ended up in the emergency room this morning - see the ETFtracker Instagram page for photos if you're curious. Minor fracture but it is my dominant (left) hand so that's meant delays with various things this morning. Thanks to the awesome crew at St Vincent's in Sydney for ther help though! Next week onwards these will be in your inboxes in the morning! Rest of the original newsletter starts here Olympics are over and as we all wonder what to watch next, at least we have the latest ASX data to go through. Locally, its anniversary month as it was August 2001 when the first ETFs hit our shores. 20 years in the making to get to where we are now with over 200 funds and $116.5 billion in FUM. It was also a week of climate news with the IPCC report coming out showing Australia is likely to see a 1.5 degree increase in temperature in the next decade. A lot of articles focused on this ETFs in the news so another bumper week of action for investors. Globally, we see talks about bitcoin ETFs again with futures making a play and the rise of active ETFs continues with more of those listing in the US than passive. It's a change we're likely seeing here too. Before we begin, we need to show you this video from the crew at Open Markets. We love our hip hop and combining that with market updates is just fantastic. Although this came out last week on LinkedIn, it's still worth a watch (and repeat watch) - check it out on YouTube too. What's in this newsletter? Listen or Watch Articles - Local Articles - Global Videos Podcasts Webinars Chart of the week ETF Education ETFtracker App ETFtracker Forum ETFtracker Socials Listen or Watch Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched the Exchange Traded Fridays podcast and it's also on YouTube. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts The Weekly Wrap Articles - Local ETFtracker - July 2021 Market Update - With the latest data out from the ASX, we've crunched the numbers and have an article exploring the insights here. Headlines include FUM growing to $116.5 billion, overall returns were down on previous months but still positive at 0.9% and July also saw the most ESG related ETFs being traded than ever before. Explore the article as well as app and more on ETFtracker. ASX - 20 years of ETFs - infographic and facts/figures out from the ASX showing what 20 years of growth has had on the ETF markets here since the first product hit our shores back then. A great read for ETF/historian buffs out there. ETF Securities - ETF Monitor week ending 6th August - Top highlights were Aussie tech and precious metals. ATEC was the top performing ETF across the market last week, returning 8.9% on news of the Afterpay takeover deal and precious metals declined last week with GOLD falling 3.5% amongst others. BetaShares - Start your…batteries: the impact of electric vehicles on ESG - In this article, BetaShares Chief Economist, David Bassanese goes through the transportation game when it comes to ESG investments and the pivot of large automakers to a greener way of doing things. Check out more on this ESG transition in the article. Australian Financial Review special A big week of ETF articles in the AFR to coincide with the 20th anniversary of ETFs hitting our shores. It was a heavy week of ETF focused articles which is awesome for the content but as you need a subscription to read them, those without may miss out. Luckily, we do a read through of this in podcast and video format so you can catch some insights there. AFR - Dented home ownership dreams drive Millennials to ETFs - in this article they look at the influx of new retail investors diving into ETFs as opposed to direct home ownership as well as a number of factors driving that including the continued popularity of ETFs amongst Australian investors, growth in the underlying value of these ETF holdings and the conversions of closed ended to open ended funds AFR - How wealth advisers powered Australia’s ETF boom - this article puts credit where credit is due in the growth of ETFs and how the adviser community recommending this type of product has increased to 60% according to BetaShares surveys (from only 27% in 2010). Restrictive licenses and approved product lists made it hard to invest in ETFs but many new operating models now allow for this and the upward trend looks set to continue. Whilst there are detractors, the key will be around cutting through the noise and jargon according to eInvest 's Camilla Love. Time will tell but from what we can see in the data, momentum is on their side. AFR - Active ETFs primed for explosive growth - In this article the AFR chats with Andrew Campion (GM of Investment Product at the ASX) talks about the influx of active ETFs that will be coming into the market and the positive potential for this type of product. From finfluencers to fund managers, others weigh in and the consensus is that the pros will outweigh any cons AFR - Perennial sustainable fund to double by Christmas - in this article the AFR team look at Perennials Better Future Trust which also trades as an ETF (ticker IMPQ). The fund run by Damien Cottier and Emilie O'Neill is well placed to tackle the climate issues especially with the most recent IPCC report on rising temperatures for Australia's coming decade. AFR - Thematic ETFs help complement core equity holdings - this article looks at the megatrends gaining in popularity like clean energy, healthcare, technology and more. The best themes play out over many years according to Ben Johnson (Morningstar Director of Global ETF research). The article goes through some things to look for when looking for thematic investments and also the things to look out for as well such as lack of diversification and liquidity risks. Well worth a read for thematic investors AFR - Industry Insight: Twenty years of ETF growth on ASX - this article, this time written by Andrew Campion at the ASX in relation to the 20th anniversary of ETFs coming to Australia. A couple of factoids are in there about the growth of ETF investing since the first one launched here all that time ago and how the next generation of investors (18 to 24 year olds) are set to lead to continue the outstanding growth we've had to date. The stage is set. AFR - How to cash in on clean energy juggernaut - In this article, the focus is on the various ESG types of ETFs on the Aussie markets that track climate and clean energy thematics from CLNE to ERTH and more. Articles - Global ETF Stream - Do not overlook India ETFs - in this article the focus is on Indian equity ETFs as the country stages a recovery from the wave of Covid-19 it has had to deal with. Whilst the ETFs mentioned in the article are mostly overseas based, there are ways to trade the Indian play locally with IIND and NDIA being 2 of them. ETF Stream - China's heavy hand in emerging market ETFs - This article looks at the different quirks that investors need to be aware of when looking at Chinese equities such as whether they are A-Shares or H-Shares and way to play the Asian equity space without the outsized influence of China. ETF Stream - SEC chair hints bitcoin ETF possible SEC chair Gary Gensler made seemingly positve comments about the potential for bitcoin futures ETFs which would offer more protection for investors should they go ahead. This may lead to a swathe of new filings given that with the existing number (we've shown in previous newsletters). Financial Times - ETFs set to overtake mutual funds as passive vehicle of choice - ETF assets/funds under management reaches $8.7 trillion and nearly up to the lvel in passive mutual funds. The gap is $132 billion an was $623 billion at the end of 2019. You can see gap close in chart form too in this article and it just goes to show how the ETF vehicle continues to get more popular. Bloomberg - Superstar Fund Managers Are Launching ETFs. Are They Worth the Price? In this article, they explore the rise of actively managed ETFs with 156 launched compared to just 77 passive ones. The article also goes through some things to consider with active ETFs. Bloomberg - Gensler Gets Wish as Bitcoin Futures ETF Filings Land - similar to the Financial Times story but this time accessible if you have a Bloomberg subscription. If you remember the image from tweet of the week from a few newsletters ago (see below) we showed at the time the current state of Bitcoin filings... well, prepare for more given this news. Videos ausbiz - 11th August - Are biotech ETFs a buy? - a deep dive into ACDC and how that could benefit from the Biden administration stimulus plans in the US. ACDC is more than just US companies and Kanish Chugh from ETF Securities explains those in more detail. They finish up with their biotech play, CURE. The downturn we're seeing could change as the underlying companies have had strong turnarounds and there are potential catalysts this time too. More in the video. 5mins ausbiz - 10th August - Investors continue to pile into the ETF market - ETFtracker got to make an appearance this week (see below) with our ETF market update showing the continued growth across the whole ETF market ($116.5 billion in FUM) as well as which groups did best in July (Domestic Property, Infrastructure and Commodities). We also highlighted how ESG related ETFs saw their biggest month of transactions ever. Additionally, Andrew Geoghegan of ausbiz refers to one of the AFR articles we mention above 6mins ausbiz - 10th August - Stocks and ETFs to help fix the climate crisis - In this talk David Lane from Ord Minnett goes through the recent IPCC report with its warning for the damage climate change will have on Australia and they dive into the ESG leaders. 7mins ausbiz - 9th August - What is this investment managers "No Brains" trade? - James Whelan, VFS Group - James goes through a number of opportunities including the IUMO momentum ETF and opportunities in Hong Kong with ByteDance now looking to list on the Hong Kong Exchange rather than the US (as with many other companies). This gives the potential for Asian focused trade which may come in handy given the drop in Chinese related stocks in recent weeks. 8mins Podcasts Equity Mates US Reporting Season Wrap-up | Hearing direct from the tech giant CEOs What the Flux - CommBank's free ride for retailers | Warren Buffett's $6B bet on himself | NAB buying Citi's Aussie consumer biz for $1.2B - 6mins ETF Edge - Crypto's Rally & The Fate of the Bitcoin ETF - 27mins ETF Prime - Glimmer of Hope for Futures-Based Bitcoin ETFs? - 65mins Let's Talk ETFs - Where Do Crypto Markets & Digital Transformation Fit Into The ETF Universe - 38mins Tweet of the week From Erich Balchunas, the senior ETF Analyst at Bloomberg, is this preview piece on the rise of active ETFs. More here: https://twitter.com/EricBalchunas/status/1425068666966712320 Chart of the Week The most amount of ESG related ETFs were traded in July 2021 than any other previous months. This is due to not just the increase in number of ESG related ETFs (now 23) but also the growing popularity for this type of thematic. See more in the ETFtracker app and also the July 2021 ETFtracker update here. Further ETF Education This piece comes from Magellan Group on the differences between active and passive ETFs - see more here (or even listen to the audio version: https://www.magellangroup.com.au/insights/active-etfs-and-passive-etfs-whats-the-difference/ ETFtracker App 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 free: https://www.etftracker.com.au/forum In the forum we've started getting a few messages about portfolio reviews as well as reviews of individual ETFs and have been using the data insights from the ETFtracker app to answer some of these. For example, we showed via the forum an animated image of how to use the comparison feature to look at property related ETFs (you can check out the full post here: https://www.etftracker.com.au/forum/portfolios-and-etf-analysis/djre-analysis-request ETFtracker Socials - YouTube, Spotify, Instagram, Twitter, TikTok We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more. Below is an example of our last YouTube video covering the last newsletter.

  • July 2021 market update on ausbiz

    Our July market update for the ETF markets came out yesterday and we got to chat with the folks at ausbiz today. Normally I'd write up a synopsis but they've done a great job here so check out the video and sign up to ausbiz if you've not alread done so - it's free and got awesome market insights: https://www.ausbiz.com.au/media/investors-continue-to-pile-into-the-etf-market?videoId=13364 ausbiz description: The overall ETF market has continued to grow over July, reaching over $116B from just the ASX data. Mark Monfort from New Era Analytics is still awaiting the Chi-X numbers but it is clear that ETFs continue to be popular. The growth of ETFs on the ASX coincides with the 20th anniversary for the funds being traded on the stock exchange. With this current pace of growth it could even reach $140B, with the most popular ETFs on the bourse being equity related funds. Over the last few months the ESG sector of the market has continued to grow. This has been partially driven by the introduction of new funds like EARTH and IESG. But Mark says that some of the ETFs have changed their investment strategy. The mandate change has now turned these funds into ESG ones for investors to trade. It’s not just retail investors, as ESG related funds were the most traded over July, with high volumes and the highest transaction values occurring at the same time. Mark doesn’t believe this trend is likely to slow down. Overall 1-month returns was +0.9% with best categories including Global Property, Infrastructure and Commodity ETFs. Mark says property is seeing a lot of interest, particularly with the international names. Gold also had a good run in July but that may have changed by now says Mark.

  • ASX July 2021 figures are out - let's explore the data!

    Update 16th August 2021 - new figures out from Chi-X mean total FUM is now at $118.7 billion Original article The July 2021 numbers just came out this morning from the ASX and the growth continues. Since publishing the last update, we saw Chi-X numbers also come out which meant total market FUM (funds under management) grew to $115.7 billion which means 76% year-on-year growth. There are a number of key metrics that were quite interesting including: Total market FUM is now at $116.5 billion Total inflows was $2.7 billion Overall 1-month returns was +0.9% with best categories including Global Property, Infrastructure and Commodity ETFs ESG type ETFs saw the most number traded in July 2021 but not the highest in terms of transaction values - indicating most of this driven by retail investors. Let's explore each of these a little bit more. NB: All data and charts sourced with data from ASX and Chi-X. FUM growth to over $116 billion Total market FUM was $65.6 billion on ASX/Chi-X as at 1 July 2020 and with updated figures this grew to $115.7 billion as of June 2021, 76% year on year growth. This is now at $116.5 billion in July 2021 and on pace to be well over $120 billion by the end of 2021. FUM growth - January 2017 to July 2021 Global Equity ETFs cover $54.4 billion of thte total followed by $31.1 billion for Australian Equity ETFs. The next biggest include local fixed income ETFs ($9 billion)( then Commodity ETFs ($3.6 billion). FUM by ETF Category - January 2017 to June 2021 Net Inflows grew by $2.7 billion in July 2021 Total net inflows was $2.7 billion in July 2021. The biggest area of growth was in Global Equity ETFs with $1.5 billion followed by Austalian equity ETFs at $462 million (this was negative last month). Net Inflows from July 2020 to June 2021 Top inflows to ETFs were driven by a few interesting ones such as MGOC and HYGG which were closed ended funds that converted to ETFs Inflows by ETF Most amount of inflows went to VGS ($231 million) followed by VAS ($180 million) and NDQ ($128 million). ESG also continues to get popular with ETHI seeing $116 million of net inflows for the month. Performance Performance in June 2021 was positive but lower than previous months with the overall market seeing +0.9% growth compared to the +2% of previous months. The cumulative trends are shown below with the metric showing the ETF categories monthly performance for June 2021. We can see most were in the green, led by Global Property at +4.5% (DJRE at 5.4% and REIT at 3.6%), Infrastructure at +2.8% (VBLD at 3.6% and MICH at 2.8%) and Commodity ETFs (PMGOLD at 5.9% and GOLD at 5.6%). 1-month price returns (latest and trend) - January 2017 to July 2021 Here are the top individual performances with top honours going to a BetaShares Resources sector ETF (QRE) at 7.4% and the SPDR Resource Fund (OZR) at 7.2%. ETF 1-month returns - July 2021 ESG ETFs see most amount of trading One thing that was interesting was seeing July 2021 as having the largest amount of trades across the 23 ESG related ETFs we track at 35k trades this month, the most ever. This was coupled with one of their biggest months of transacted volume and the biggest month for transacted value ($420 million). ESG ETFs whether bought by retail traders, advisers or financial institutions just keep getting more and more popular! Number of trades for ESG related ETFs - January 2017 to July 2021 Transacted volume for ESG related ETFs - January 2017 to July 2021 Transacted value for ESG related ETFs - January 2017 to July 2021 More information is available in the app here: https://www.etftracker.com.au/the-app

  • Getting Started with ETFs - Part 1

    Note 30th October 2021 - Added Blogs section which will be added to - check out the Passive Investing Australia link just added. Before we get started, we just wanted to say thank you and welcome to this Getting Started with ETFs series. We're big fans of ETFs (especially ETF data) but if you're just getting started, before we can even get into showing you the power of that data we need you to learn some of the basic first. We have collated and created this series to take you on a journey from getting started, to understanding the data to creating your own unique insights with the tools we provide and finally, using data as part of your investment decision making. This article is part 1 of a wider and growing series as you can see below. If you consider yourself advanced for this part of the series, feel free to jump ahead. Part 1 - What to read, watch or listen to get started (this article) Part 2 - What kind of ETFs are there? Part 3 - What data we look at when analysing ETFs Part 4 - Examples of ETF analysis Part 5 - Where to trade ETFs Part 6 - Our favourite podcasts and shows If you're interested in ETF Definitions click here. What to read, watch or listen to get started Below we have pieced together a variety of videos, articles and even podcasts to listen to which can help you if you're just getting started or even if you want to brush up on some concepts. We provide these 3 formats because you can better find what works for you. Videos The following videos are ones we've often shared with friends and family who are also getting started. There are quite a few more out there but these are some of the best we've seen starting off with Equity Mates: Equity Mates - 1. ETFs For Beginners - Basics 101 w/ BetaShares Equity Mates - 2. ETFs For Beginners - What Are Your Options w/ BetaShares Equity Mates - 3. ETFs For Beginners - Managing Your Portfolio w/ BetaShares And these ones from Rask Australia: What is an ETF and how does an ETF work? How To Pick & Choose ASX ETFs How to build an ETF portfolio, with Kris Walesby of ETF Securities How to build an ASX share and ETF portfolio (from scratch) And others from around the web: BetaShares Academy - Investing in ETFs for Beginners | How to start investing in exchange traded funds [Webinar] Finder - Investing in ETFs - A beginners guide New Money - 5 Things To Know Before Buying An ETF | Stock Market for Beginners Podcasts The above Equity Mates chats are available on Spotify so if you prefer to just listen (and don't have YouTube Premium which lets you do that) then we have those links below as well as a few more. Equity Mates - 1. ETFs For Beginners - Basics 101 w/ BetaShares Equity Mates - 2. ETFs For Beginners - What Are Your Options w/ BetaShares Equity Mates - 3. ETFs For Beginners - Managing Your Portfolio w/ BetaShares Shares for Beginners - Kanishu Chugh - ETF Securities Articles Variety of articles out there which go from explaining ETFs to also talking about ways to invest. The messages are similar across all Morningstar - Guide to Investing in ETFs eToro - What is an ETF? Learn how to trade and invest in ETFs MoneySmart - Exchange Traded Funds BetaShares - Getting Started with ETFs: The Simple Investor's Cheat Sheet SelfWealth - A Beginner's Guide to Exchange Traded Funds (ETFs) Blogs A new section here which will be added to but worth taking a look at the following blogs Passive Investing Australia - links to a lot of different articles and commonly asked questions for ETF and other passive asset investors Next up it's all about What kind of ETFs are there?

  • Exchange Traded Fridays - Issue 3 - 6th August 2021

    Welcome to Issue 3 of Exchange Traded Fridays. Another week of Olympics action and Australia currently sits 4th on the tally of gold medals behind China, USA and host Japan and equal our best haul of gold medals since Athens in 2004. The mens and womens Australian basketball teams put up valiant efforts but we went down to 2 powerful USA teams. The mens team is still up for a bronze medal so we'll watch that one this weekend. Come on Aussie! Back to local markets and this week the biggest piece of news was the Afterpay (ASX:APT) buyout by US payments company Square (NYSE:SQ) for $39 billion. A coup for both the owners of that company plus investors. There are a few ETFs that have exposure to APT and other buy now pay later stocks so it's worth a look into. Globally, it was all about ETF flows as we saw articles highlighting more money going into ETFs than ever before and more of that money going to active managers than ever before. We also get a view on some new thematic trends for ETFs. Also we had a podcast-inception moment with Monday seeing us have an appearance on the TEP Investment podcast talking about data, technology and of course, ETFs. Check that out in the podcast section below. Lots of ETF related videos out this week too from the team at ausbiz and more. Bumper issues so hope you're strapped in! What's in this newsletter? Listen or Watch Articles - Local Articles - Global Videos Podcasts Webinars Chart of the week ETF Education ETFtracker App ETFtracker Forum ETFtracker Socials Listen or Watch Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched the Exchange Traded Fridays podcast and it's also on YouTube. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts The Weekly Wrap Articles - Local Livewire Markets - Why Square's $39bn bid is only the beginning for Afterpay - Whilst not directly an ETF play, we do see quite a few ETFs with holdings in the Aussie Buy Now Pay Later stock. ATEC has the biggest exposure with +18% and others have lower amounts. In this article, Ally Selby of Livewire and Joe Magyer of Lakehouse Capital go through more details about the acquisition and what's up next. Livewire Markets - Fake megatrends: The big themes to avoid - Last week we saw the megatrends issue from the Livewire team earlier in the week but on Friday they came out with the megatrends to ignore. In this category for the ETF space, Kanish Chugh of ETF Securities highlighted short-term ETFs as ones to avoid. This includes work from home and Covid related ETFs. See more in the article from other fund managers. BestETFs - 2 of my favourite ETFs to own for growth - In this article, Jaz from BestETFS look at 2 BetaShares ETFs that investors may want to look at if they want to own for growth, QLTY and CLDD. ETF Securities Weekly ETF Monitor for week ending 30th July - this week they highlight mixed markets for commodities as Gold and Silver rallied last week but platinum and other metals were amongst the worst performers. More in the report. AFR Wealth Generation - Open Markets Group did a bit of analysis on meme stocks and how, once the hype's set in, the run up in those companies is effectively over. By the time it's popular on Google or Reddit, it's already over (see chart below). This article comes from the AFR's Wealth Generation newsletter which you can sign up for here. Articles - Global Bloomberg - Cathie Wood Is Just a Start as Stock Pickers Storm the ETF World - Active ETF managers are taking up more of the share of new money going into ETFs in 2021 as more investors make concentrated bets with discretionary asset managers. 12% of total flows have gone to active even though it only has 4% of the market. CNBC - These are 2021's next big themes according to two top ETF managers - Hydrogen and Clean Living make up new ETF thematics that some top fund managers from Global X and Amplify are seeing investors interested in. ETF Stream - Investors in S&P 500, 400 and 600 index funds save $357bn in 25 years - Research from S&P shows that investors have saved $357 billion in management fees over the last quarter of century FT.com - US ETF inflows surge past $500bn this year to eclipse 2020 record - half a trillion dollars went into US ETFs in less than 8 months, more than all of last year. Equity ETFs paved the way with financial advisers increasingly using this investment vehicle over there. The Street - Tuttle Files For A Short ARKK ETF - article about the short ARK ETF recently filed and the move in investor sentiment against the famed Cathie Wood led ARK Invest fund. More on this topic in the videos section below. CNBC - Robinhood surges 50% in second day of wild trading, up 100% this week -after dropping 8% on its first day, Robinhood shares (NYSE:HOOD) are up 100% as at the time of writing and one of ARK Invest's ETFs has a bit to do with that. Videos Bumper week for Ausbiz ETF related videos. We only list a few below but you can see more from this week (and historically on their site). also interesting to see The Compound this week. In this week’s market wrap up there are a couple of ETF related sections. First up is the short ARK ETF – SARKK which may be more of a marketing play than anything but does present an interesting pair trade opportunity as the guys discuss. Additionally the mention the latest news on bitcoin regulation with SEC Chair, Gary Gensler talking about crypto and other token type products needing regulation just as much as any other security and why that’s a positive for some investors. Additionally, we add Kenny Polcari's daily updates. Kenny is a CNBC and ausbiz market contributor in the US. He's also a former NYSE trader and along with his daily newsletter you also get some cool food recipes at the end of each episode. Ausbiz - 4th Aug - The ETF investor's guide to Friday's jobs read in America - Brad Dunn, eInvest - 4mins Ausbiz - 3rd Aug - An opportunity for those seeking global investments - Darren Thompson, Equity Trustees 5mins Ausbiz - 3rd Aug - Three ETFs for the growth vs value debate Alex Holmes, BetaShares - 5mins Ausbiz - 2nd Aug - Why buy the Amazon dip James Whelan, VFS Group - 8mins Ausbiz - 2nd Aug - Report Card: FAANGs pass... but not with flying colours Kanish Chugh, ETF Securities - 4mins Ausbiz - 2nd Aug - Perspective is key to investing in China Damon Gosen, VanEck - 6mins The Compound - Inflation is Overhyped | What Are Your Thoughts? - 39mins ETF Securities - Partner Series - Understanding the role of the market maker 21mins Host of the Party - Market Commentary from Kenny Polcari (daily) 14mins Podcasts This week was interesting across other podcasts as we had a bit of podcast-inception with our own appearance on someone else's podcast (see image below). This isn't the first time we've been on another show but it was great to talk with someone who's into data and investing as much as we are. This was with Tom Perfrement of TEP Investments in the UK. You may have seen his recent piece in Livewire Markets being interviewed by founder James Marlay (here) so this made for a great chat as Tom is also a data nerd like me. Lastly, it was a bumper edition for ETF Prime with a massive podcast. They talk about what has driven record flow but also the potential headwinds that ETF flows face like the spread of delta variants of covid, inflation, the battle of the major economies like China and the US and valuations. That's just the first 10-15mins. After that it's Bitcoin ETF discussions and ARK Invest. Its a long episode so you might need to listen to this in parts. TEP Investments - ETFtracker appearance - 16mins ETF Edge - Investing in China and Rising Regulatory Risks - 25mins Equity Mates - This is Super Important | Welcome to Super Saturdays - 45mins Shares for Beginners - Weekend Watchlist - Asia ETF and Bitcoin - 12mins ETF Prime - Bloomberg’s Eric Balchunas on Bitcoin ETFs, ARK Invest, & More 81mins Webinars Superhero with BetaShares - 10th Aug - upcoming webinar next week with the popular trading platform and ETF Issuer. In this webinar, ETF investors will learn how to take control and choose where their super is invested as well as a live Q&A BetaShares Quarterly Economic and Investment Update - 12th Aug - third quarterly economic and market update with BetaShares Chief Economist, David Bassanese, discussing some of the most important investment themes emerging over the second half of this year. Tweet of the week This weeks its a tweet from 'The Street' that takes out top honours with their update of the top performing US ETFs in July - https://twitter.com/TheStreet/status/1422308774430355459 Chart of the Week This one comes as a screen grab from The Compound podcast listed above. It shows the maximum drawdowns investors would have had each year if they had been long term buyers and holders of Amazon stock from inception until now. Investors obviously would have made much more than these losses but they would have needed the mental/emotional fortitude to stick it out. This comes at around the 26min mark as they discuss the variety of factors that can affect price movements. Further ETF Education BetaShares, one of the ETF Issuers shared educational content this week. They have an upcoming webinar "Introduction to Exchange Traded Funds" which will cover the following: Different types of exchange traded products (ETPs), including: Passive vs active Australian and international shares Sectors and thematics Leveraged Hedging How to distinguish between different ETPs and factors to consider in determining which is right for you Buying and selling exchange traded product How the different types of funds can be used in a portfolio Building a portfolio to help meet your financial objectives Diversifying your portfolio with exchange traded products You can access the registration form HERE ETFtracker App 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 free: https://www.etftracker.com.au/forum In the forum we've started getting a few messages about portfolio reviews as well as reviews of individual ETFs and have been using the data insights from the ETFtracker app to answer some of these. For example, we showed via the forum an animated image of how to use the comparison feature to look at property related ETFs (you can check out the full post here: https://www.etftracker.com.au/forum/portfolios-and-etf-analysis/djre-analysis-request ETFtracker Socials - YouTube, Spotify, Instagram, Twitter, TikTok We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more. Below is an example of our last YouTube video covering the last newsletter.

  • Holdings Analysis - Which ETFs are covered?

    Update 17th September 2021 - Now that we have created the holdings comparison tools we will begin to phase out the individual holdings apps. This will begin with the pausing data refreshes on those. Eventually, the data this will work towards having the holdings data all available in the single ETFtracker tool. Additionally, we had included fixed income ETFs as part of these holdings tools but given the unique naming conventions given to the various bonds being held, it makes for a large degree of difficulty to easily compare them. We are investigating how best to bring htem into the apps in future. To access the apps go to this page: Apps - Holdings. Also, you can access the Guide for this tool here: ETF Holdings Comparison Tool Below we list the non-Fixed Income ETFs which are included in these apps (you can CTRL+F to search for a Ticker or Fund Name to see if it's here): BetaShares A200 - Betashares Australia 200 ETF AAA - Betashares Australian High Interest Cash ETF ASIA - BetaShares Asia Technology Tigers ETF ATEC - BetaShares S&P/ASX Australian Technology ETF AUDS - BetaShares Strong Australian Dollar Fund (Hedge Fund) AUST - BetaShares Managed Risk Australian Share Fund (Managed Fund) BBOZ - BetaShares Australian Strong Bear (Hedge Fund) BBUS - BetaShares US Equities Strong Bear Currency Hedged (Hedge Fund) BEAR - BetaShares Australian Equities Bear (Hedge Fund) BNKS - BetaShares Global Banks ETF - Currency Hedged CLDD - BetaShares Cloud Computing ETF DBBF - BetaShares Ethical Diversified Balanced ETF DGGF - BetaShares Ethical Diversified Growth ETF DHHF - BetaShares Diversified All Growth ETF DRUG - BetaShares Global Healthcare ETF - Currency Hedged DZZF - BetaShares Diversified Conservative Income ETF EEU - BetaShares Euro ETF ERTH - BetaShares Climate Change Innovation ETF ETHI - BetaShares Global Sustainability Leaders ETF EX20 - BetaShares Australian Ex-20 Portfolio Diversifier ETF F100 - BetaShares FTSE 100 ETF FAIR - BetaShares Australian Sustainability Leaders ETF FOOD - BetaShares Global Agriculture Companies ETF FUEL - BetaShares Global Energy Companies ETF - Currency Hedged GEAR - BetaShares Geared Australian Equity Fund (Hedge Fund) GGUS - BetaShares Geared US Equity Fund Currency Hedged (Hedge Fund) HACK - BetaShares Global Cybersecurity ETF HETH - BetaShares Global Sustainability Leaders ETF - Currency Hedged HEUR - BetaShares Europe ETF - Currency Hedged HJPN - BetaShares Japan ETF - Currency Hedged HNDQ - BetaShares NASDAQ 100 ETF - Currency Hedged HQLT - BetaShares Global Quality Leaders ETF - Currency Hedged HVST - BetaShares Australian Dividend Harvester Fund (Managed Fund) IIND - BetaShares India Quality ETF INCM - BetaShares Global Income Leaders ETF MNRS - BetaShares Global Gold Miners ETF - Currency Hedged NDQ - BetaShares NASDAQ 100 ETF POU - BetaShares British Pound ETF QFN - BetaShares Financials Sector ETF QLTY - BetaShares Global Quality Leaders ETF QOZ - BetaShares FTSE RAFI Australia 200 ETF QRE - BetaShares Resources Sector ETF QUS - BetaShares FTSE RAFI US 1000 ETF RBTZ - BetaShares Global Robotics and Artificial Intelligence ETF SMLL - BetaShares Australian Small Companies Select Fund (Managed Fund) UMAX - BetaShares S&P 500 Yield Maximiser Fund (Managed Fund) USD - BetaShares U.S Dollar ETF WRLD - BetaShares Managed Risk Global Share Fund (Managed Fund) YANK - BetaShares Strong US Dollar Fund (Hedge Fund) YMAX - BetaShares Australia Top20 Equity Yield Max Fund ETF Securities ACDC - ETFS Battery Tech & Lithium ETF CURE - ETFS S&P Biotech ETF ESTX - ANZ ETFS EURO STOXX 50 ETF FANG - ETFS FANG+ ETF NDIA - ETFS Reliance India Nifty 50 ETF ROBO - ETFS ROBO Global Robotics and Automation ETF SELF - SelfWealth SMSF Leaders ETF SEMI - ETFS Semiconductor ETF TECH - ANZ ETFS Morningstar Global Technology ETF ZYAU - ANZ / ETFS S&P/ASX 300 High Yield Plus ETF ZYUS - ANZ / ETFS S&P 500 High Yield Low Volatility ETF iShares AUMF - iShares Edge MSCI Australia Multifactor ETF BILL - iShares Core Cash ETF IAA - iShares Asia 50 ETF ICOR - iShares Core Corporate Bond ETF IEM - iShares MSCI Emerging Markets ETF IESG - iShares Core MSCI Australia ESG Leaders ETF IEU - iShares Europe ETF IHD - iShares S&P/ASX Dividend Opportunities ETF IHOO - iShares Global 100 AUD Hedged ETF IHVV - iShares S&P 500 AUD Hedged ETF IHWL - iShares Core MSCI World ex Australia ESG Leaders (AUD Hedged) ETF IJH - iShares S&P Midcap ETF IJP - iShares MSCI Japan ETF IJR - iShares S&P Small-Cap ETF IKO - iShares MSCI South Korea Capped Index ETF ILC - iShares S&P/ASX 20 ETF IOO - iShares Global 100 ETF IOZ - iShares Core S&P/ASX 200 ETF ISEC - iShares Enhanced Cash ETF ISO - iShares S&P/ASX Small Ordinaries ETF IVE - iShares MSCI EAFE ETF IVV - iShares S&P 500 ETF IWLD - iShares Core MSCI World ex Australia ESG Leaders ETF IXI - iShares Global Consumer Staples ETF IXJ - iShares Global Healthcare ETF IZZ - iShares China Large-Cap ETF MVOL - iShares Edge MSCI Australia Minimum Volatility ETF WDMF - iShares Edge MSCI World Multifactor ETF WVOL - iShares Edge MSCI World Minimum Volatility ETF State Street DJRE - SPDR Dow Jones Global Select Real Estate Fund E200 - SPDR S&P/ASX 200 ESG Fund OZF - SPDR S&P/ASX 200 Financials ex A-REIT Fund OZR - SPDR S&P/ASX 200 Resource Fund QMIX - SPDR MSCI World Quality Mix Fund SFY - SPDR S&P/ASX 50 SLF - SPDR S&P/ASX 200 Listed Property Fund SPY - SPDR S&P 500 ETF Trust SSO - SPDR S&P/ASX Small Ordinaries Fund STW - SPDR S&P/ASX 200 SYI - SPDR MSCI Australia Select High Dividend Yield Fund WDIV - SPDR S&P Global Dividend Fund WEMG - SPDR S&P Emerging Markets Fund WXHG - SPDR S&P World ex Australian (Hedged) Fund WXOZ - SPDR S&P World ex Australian Fund VanEck CETF - VanEck Vectors ChinaAMC A-Share ETF CLNE - VanEck Vectors Global Clean Energy ETF CNEW - VanEck Vectors China New Economy ETF DVDY - VanEck Vectors Morningstar Australian Moat Income ETF EMKT - Vaneck Vectors MSCI Multifactor Emerging Markets Equity ETF ESGI - Vaneck Vectors MSCI International Sustainable Equity ETF ESPO - VanEck Vectors Video Gaming and Esports ETF GOAT - VanEck Vectors Morningstar World Ex Australia Wide Moat ETF GRNV - VanEck Vectors MSCI Australian Sustainable Equity ETF HLTH - VanEck Vectors Global Healthcare Leaders ETF IFRA - VanEck Vectors FTSE Global Infrastructure (Hedged) ETF MOAT - VanEck Vectors Morningstar Wide Moat ETF MVA - VanEck Vectors Australian Property ETF MVB - VanEck Vectors Australian Bank ETF MVE - VanEck Vectors S&P/ASX MidCap 50 ETF MVR - VanEck Vectors Australian Resources ETF MVS - VanEck Vectors Small Cap Dividend Payers ETF MVW - VanEck Vectors Australian Equal Weight ETF QHAL - VanEck Vectors MSCI World Ex-Australia Quality (Hedged) ETF QSML - VanEck Vectors MSCI International Small Companies Quality ETF QUAL - VanEck Vectors MSCI World Ex-Australia Quality ETF REIT - VanEck Vectors FTSE International Property (Hedged) ETF VLUE - VanEck Vectors MSCI International Value ETF Vanguard VAE - Vanguard FTSE Asia Ex-Japan Shares Index ETF VAP - Vanguard Australian Property Securities Index ETF VAS - Vanguard Australian Shares Index ETF VBLD - Vanguard Global Infrastructure Index ETF VEQ - Vanguard FTSE Europe Shares ETF VESG - Vanguard Ethically Conscious International Shares Index ETF VETH - Vanguard Ethically Conscious Australian Shares ETF VEU - Vanguard All-World ex US Shares Index ETF VGAD - Vanguard MSCI Index International Shares (Hedged) ETF VGE - Vanguard FTSE Emerging Markets Shares ETF VGMF - Vanguard Global Multi-Factor Active ETF (Managed Fund) VGS - Vanguard MSCI Index International Shares ETF VHY - Vanguard Australian Shares High Yield ETF VISM - Vanguard MSCI International Small Companies Index ETF VLC - Vanguard MSCI Australian Large Companies Index ETF VMIN - Vanguard Global Minimum Volatility Active ETF (Managed Fund) VSO - Vanguard MSCI Australian Small Companies Index ETF VTS - Vanguard US Total Market Shares Index ETF VVLU - Vanguard Global Value Equity Active ETF (Managed Fund)

  • New way to compare ETFs

    We added a new way to compare ETFs in the app over the weekend. Users can see more details under the Guide menu option on this site and the ETF comparisons option - https://www.etftracker.com.au/etf-comparisons. Using this new feature, users can compare ETFs on the same axis to see size differences in performance, inflows and other metrics. Here's an example of that in action: We also used this new feature to do some analysis of healthcare related ETFs as per a viewer request in the ETFtracker forum - check that out here: https://www.etftracker.com.au/forum/general-discussion/thoughts-on-drug

  • Exchange Traded Fridays - Issue 2 - 30th July 2021

    Welcome to Issue 2 of Exchange Traded Fridays. Interesting week with the Tokyo Olympics under way. Have you guys been watching and what's been your favourite sport? Basketball fan over here so, go Boomers! You can tell the basketballers in the image below, they're mostly the tallest ones in the group. Great to see the Aussie get a couple of wins and I'm not surprised about Team USA losing in the basketball - they're a great bunch of players but they don't work well yet as a team. Maybe there's an analogy there between teams and the pieces that make a strong portfolio? Anyway, back to the markets. It's Friday and here we have a collection of articles, videos, podcasts, data updates and more you might have missed. But don't worry, we got your back. Listen or Watch Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched the Exchange Traded Fridays podcast and it's also on YouTube. YouTube: https://www.youtube.com/channel/UCT6D4YStNQP-9eeXetCStKQ Spotify: https://open.spotify.com/show/2FU76nbk1QAgPxzMkLBPa0 You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts The Weekly Wrap Articles - Local Livewire - The megatrends investors can't ignore - interviews with investors on themes they're looking at and includes the ETF view with ETF Securities Kanish Chugh. LinkedIn - launch of Superhero Super - announcement on Wednesday this week from Superhero CEO John Winters on the launch of their Superannuation product enabling investors to put super money into ETF investments. ETFtracker Forum - Chinese exposed ETFs and 1-month performance - in this forum post from our site we look at the ASX traded ETFs with exposure to China and how that compares to other Asian ETFs. ETFtracker - Follow the Inflows - With the latest Chi-X inflows added to the app we see the total market went to $115.7 billion in FUM in June 2021. In this article we highlight where those flows were and weren't going. Money Management - A year of two halves - Great article looking at market performance to 30 June 2021 and the ASX, on a 1-year basis is up over 25%. The RBA cutting rates and new vaccines to help fight the global pandemic have helped. They also look at what to expect going forward. Bunch of market commenters in there from the likes of Shane Oliver, Chief Economist at AMP to Anthony Doyle, Cross Asset Specialist at Fidelity and Stephen Bruce, Senior Portfolio Manager at Perennial. BestETFs - 1 ETF worth a spot in any portfolio - in this article, the team at Rask look at VanEck's MOAT ETF which, as the name implies, looks at companies with competitive advantage characteristics. Accument - Looking for underperformers - If you've not seen the work being done by Jonathon Coulter at Accument then you are missing out. He's growing a database of ETF analysis and articles and in this one he looks at the 20 worst performing ETFs over the last 6 months (filtering out a few categories) and dives into what might happen next Articles - Global Financial Times - Ex-chair of world’s biggest pension fund sounds caution on ESG - ex Chair of the Board of a $1.7 trillion pension fund (world's largest) made comments concerning ESG type goals for their GPIF (Government Pension Investment Fund) that it needs to ensure it fits the mandate of benefiting Japanese citizens through returns generated. He highlights how much of ESG investing has focused on environmental rather than other factors too. Worth a quick read. Coinbase - SEC Commissioner concerned about the US lagging behind global Bitcoin ETFs - article talking about concerns from SEC Chair Hester Pierce and how the US appears to be lagging behind other nations when it comes to a bitcoin ETF. More on that if you check out the Tweet of the week below. Videos Ausbiz - 28th July 2021 - Crystal ball gazing - In this episode, as we head towards 20 years since ETFs came to Australia Meaghan Victor from State Street looks at where ETFs are likely going in their next 20 years such as doubling in size and the new products likely to come to market. 3mins Ausbiz - 28th July 2021 - It's time to get serious about cybersecurity - Kanish from ETF Securities looks at how investors can play cybersecurity and the broader technology play with their TECH ETF. 5mins Ausbiz - 27th July 2021 - The robots are coming to help retail investors make their first trade - In this episode, Alex Dunnin from Rainmaker group chats about robo-advice and the benefits to investors getting started whether its ETFs or other investments and the efficient exposure to investing they offer. 7mins Ausbiz - 27th July 2021 - Peak peak? Not yet for old oil ETFs - looking at laggards and potential upside in the markets given that the markets appear to be at their peaks. 3mins Equity Mates - 26th July 2021 - Reporting season is coming! Here's all you need to know - in this episode, Bryce and Alec talk about earnings season and not just their expectations but also the expectations of various experts in the market to see what they're watching. 16mins Ausbiz - 26th July 2021 - The Bitcoin ETF race is heating up in the US | Word on the Block - Angie Lau of Forkast news chats with Leah Wald of Valkyrie who are also looking to create a bitcoin ETF. 28mins Ausbiz - 26th July 2021 - Investors have a clear strategy - and it's not in stock names - in this update, CEO Superhero John Winters talks about what's being trade on their platform such as the most popular, NDQ and also what else is being traded across different sectors. 6mins The Compound - 28th July 2021 - Why is China crashing its own market - in this episode, Josh and Mike talk about China's self-sabotage, the toppiness across trends stocks and more on the value trade. 41mins Podcasts Equity Mates - 25th July - Country Deep Dive: Germany ETF Edge - 26th July - Next big thematic tech investment Shares for Beginners - Ian Hunter - Grilling the CEO Data ETF Securities Weekly ETF Monitor for week ending 23rd 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 - this week its US broad sector ETFs, IVV and NDQ. Tweet of the week This tweet from James Seyffert looks at all of the bitcoin/crypto related ETFs that have been applied for in the US - there's just a few - https://twitter.com/JSeyff/status/1417969227017957378 Chart of the Week Last week we got the latest data from Chi-X who come out a few days after the ASX with their results. Though not as big as the ASX, they're significant enough to make the $113.5 billion of FUM we saw in the local ETF markets grow to $115.7 billion. That prediction we had of the market getting to $120 billion by the end of 2021 looks pretty safe. Further ETF Education Did you know that Investopedia has a tonne of great information about ETFs and in this link you get to learn a bit more about leveraged ETFs. In Australia we don't have as many as you get overseas but if you're interested in GEAR, LNAS, BBUS, BBOZ, BEAR or other leveraged ASX/Chi-X ETFs then check out this article: https://www.investopedia.com/terms/l/leveraged-etf.asp ETFtracker App 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, Spotify, Instagram, Twitter, TikTok We're on a few platforms (some more than others) so look up ETFtracker on your favourite platform for more. Below is an example of our last YouTube video covering the last newsletter.

  • Follow the inflows

    Net Inflows are one of the monthly metrics we get from the exchanges (ASX and Chi-X). Typically we see the most money going into equity related ETFs. This makes sense when you consider that as of June 2021, there were 166 equity ETFs and 72 non-equity ones. How those flows moved month to month was mostly the familiars at the top of the pile with Global Equity ETFs taking out the top spot each of the 6 months. Aussie equities ETFs were 2nd up until May and June when flows dropped off. For this first half of 2021, Global Equity ETF inflows totalled $5.2 billion whilst Aussie/Domestic equity ETFs saw $1.6 billion of inflows. If we take out those 2 categories to see the other groups in more detail, Domestic Fixed Income ETFs have the most flows this year at $769 million, Mixed Asset at $716 million and Global Fixed Income after that at $674 million of inflows. Inflows can also lead to outflows and we saw overall outflows in 2021 for Cash and Currency ETFs had net outflows in 2021 totalling $167 million followed by Global Property and Commodities. ETF inflows can be a sign of popularity so can be helpful when you're choosing where to park your money. But, there are areas to plan for growth or get defensive in your portfolio across other categories so make sure you dive into the data to learn more. Happy investing!

  • Exchange Traded Fridays - Issue 1 - 23rd July 2021

    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 Articles 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. Videos 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. Podcasts Equity Mates - 6 high-conviction stocks from the experts for your watchlist Shares for Beginners - Emma Kirk – Magellan Group ETF Edge - Sell-off Strategies & Top Inflation Beneficiaries ETF Prime - Ross Gerber on Launching an ETF, Role of Social Media Data 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: https://twitter.com/fintechfrank/status/1414348819836375044 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 ETFtracker App 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.

  • Digging into Historic Distribution Yields

    If you're an ETF holder then you'll know about their distributions. Equities/stocks have dividends that they often provide to investors whereas for ETFs, the basket of equities and other holdings they have will see investors provided with distributions. The monthly data from the ASX showcases distributions in a field called "Historical Distribution Yield". We asked for more detail on how that works and Martin Dinh, Senior Product Manager for the ASX Investment Products team told us a bit more about that. The data comes from IRESS and we see some details here about the methodology Methodology = sum of dividends over the last 12 months from the relevant date /last price for the last business day of the relevant month = historical yearly dividend (%) Using VAS as an example (last share price at 30 June 2021 for VAS was $94.04): So there you have the calculation. We can see that in the data in the ETFtracker app (HERE). In the app there is a Distribution Yield page and you can view this by ETF, ETF Category of ETF Thematic. The chart on the top left shows the average distribution yield per ETF and you can filter to look at a particular month, here is June 2021 for example: The bottom chart shows historic distribution yield each month and we can see the peaks in the month of June when most distributions get paid. Additionally, we comapre the 1-month average total price returns versus the distribution yield With all of the above you can filter for specific ETF types, issuers and other fields to see how these trends play out in those areas so go ahead and check it out. If you're interested, you should check out the podcast Martin does with the ASX called the Ideas Exchange where they have 5 episodes so far with the most recent featuring Emilie O'Neill, Portfolio Manager for eInvest's IMPQ fund. Site link is here: https://www2.asx.com.au/blog/the-ideas-exchange-by-asx-podcast

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