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My favorite ETF reads over the past week, along with my ETF tweet and chart of the week!

 

Creating $Meta — How the Metaverse ETF thinkers picked stocks so you can invest in the metaverse by Dean Takahashi

“Frankly, when we started this conversation in November 2020, we sat around that same question. Is it too early for a Metaverse ETF?”

 

Investors Throw Cash at Any ETF With ‘Inflation’ in the Name by Katie Greifeld

“Every single ETF with the word ‘inflation’ in either its name or description has posted inflows so far this year.”

 

Defined Outcome ETFs’ Appeal is Relative to Annuities by Todd Rosenbluth

“Buffer ETFs have advantages relative to index annuities, including lower costs, reduced risks, and ease of use.”

 

Decision time looms for the first spot bitcoin ETF. Here’s why an actual launch could be years away by Bob Pisani

“I think there is literally zero chance of passage in the next three years.”

 

SARK launches as short interest in ARKK jumps to new record by Steve JohnsonEmma Boyde

“There are over 30m shares shorted right now, so going into this we knew there was a demand.”

 

The Best and Worst S&P 500 Funds by John Rekenthaler

“There certainly are meaningful differences between S&P 500 funds.”

 

ETF Tweet of the Week:  Tax efficiency is a highly touted feature of the ETF structure.  However, there are nuances to the potential benefits afforded by ETFs, which are nicely articulated in this thread (click tweet to read entire thread)…

 

ETF Chart of the Week:  Since the beginning of 2020, Vanguard has seen $302 billion flow into their ETFs, while $349 billion has come out of their mutual funds (thus Vanguard’s equity funds have experienced net negative flows overall – a topic for another time, which includes a discussion around demographics and portfolio rebalancing).  There are several broader trends in play here including a shift from active to passive, high cost to low cost, and now even low cost index mutual funds to low cost index ETFs.  Bloomberg’s James Seyffart explains the trends here (highly recommend reading).

Source:  Bloomberg’s James Seyffart

 

Last Week’s ETF Buzz