ETF Database

Why Canadian Investors Are Turning to ETFs as Active Funds Lag Benchmarks

Mon, 02 Nov 2026 11:00:00 -0500

During the first half of 2026, the S&P/TSX Composite Index gained 11.2%. According to the latest SPIVA Canada Mid-Year 2026 Scorecard published by S&P Dow Jones Indices, 87.0% of domestic Canadian active equity funds underperformed their benchmark over the six-month period. For Canadian financial advisors and institutional asset allocators, the scorecard provides fresh quantitative evidence of the ongoing active-to-passive migration, underscoring why low-cost exchange-traded funds (ETFs) continue to capture market share from legacy retail mutual funds.

Why Large-Cap Stocks Hold the Edge in a 5% Rate World

Mon, 02 Nov 2026 10:00:00 -0500

Large-cap stocks may be better built for 5% Treasury yields than their smaller rivals, according to State Street Investment Management’s quarterly outlook. The 10-year yield climbed 0.81 percentage points last quarter to 5.28%, a near 20-year high.

Beyond Electricity: Multipurpose Nuclear Power

Mon, 02 Nov 2026 09:00:00 -0500

Most of the attention on nuclear energy goes to electricity production for national grids and powering AI data centers. But nuclear is capable of more than just producing electricity. Nuclear technology also helps diagnose disease and treat cancer, power submarines, and can supply heat to industrial plants. These markets have their own customers and budgets, and the VettaFi Nuclear Renaissance Index (NUKZX) contains multiple companies that serve them.

The Nasdaq-100 ETF Fee War: Why There's Room for 4

Mon, 02 Nov 2026 09:00:00 -0500

The intense competition among core equity index ETFs is no longer confined to the S&P 500. A similar battle is playing out tied to the Nasdaq-100. Lower-fee entrants have challenged Invesco. However, a few months in, we are seeing that the market can support four distinct products.

Got Retirement on the Mind? Explore the Income Potential of CLOs

Fri, 30 Oct 2026 15:00:00 -0400

Inflation and rising rates have affected a variety of investment goals and approaches, particularly for investors focused on retirement.

GSIE Benefits From Surging Interest in International Equities

Fri, 30 Oct 2026 15:00:00 -0400

Investor interest in international equities has been one of the prevailing stories of 2026, due to years of domestic growth and the recent outsized dominance of U.S. megacap technology stocks.

AI & Robotics Selloff Creates Disconnect Between Valuations & Fundamentals

Fri, 30 Oct 2026 13:00:00 -0400

The AI and robotics sectors faced an indiscriminate selloff in recent months that punished strong companies alongside weak ones, creating what industry experts describe as a genuine disconnect between market prices and underlying business momentum. While broad market sentiment has wavered, manufacturing and operational tailwinds suggest current valuations may not reflect the sector’s actual demand trajectory.

SS&C ALPS Advisors Rings NYSE Opening Bell

Fri, 30 Oct 2026 13:00:00 -0400

SS&C ALPS Advisors marked a major milestone for its exchange-traded fund business last week, ringing the opening bell at the New York Stock Exchange. Speaking with NYSE Live following the ceremony, Leighton Spahr, president of SS&C ALPS Advisors, also marked the formalization of ALPS Funds as a distinct brand within the business.

OILT Rises as Crude Oil Set for 4th Straight Monthly Gain

Fri, 30 Oct 2026 12:00:00 -0400

Crude oil is poised to close out its fourth consecutive month of gains, driven by heightening geopolitical tensions in the Middle East and persistent supply risks. Rising crude prices and solid corporate fundamentals are bolstering upstream producers, lifting the Texas Capital Texas Oil Index ETF (OILT ) to standout gains this year.

This ETF Simplifies Commodities Investing

Fri, 30 Oct 2026 11:00:00 -0400

With oil prices high and gold slumping, chances are many uninitiated investors are hearing plenty about commodities this year. All that attention is stoking fresh interest in an asset class some experts believe merits heftier allocations in investors’ portfolios. Commodity ETFs are attractive starting points for both advisors and market participants new to this asset class.

Is the Uranium Miner Dip a Buying Opportunity?

Fri, 30 Oct 2026 10:00:00 -0400

What’s going on with uranium mining equities as of late?

Make Meta Marvelous With This Income ETF

Fri, 30 Oct 2026 10:00:00 -0400

On news that the company is planning to raise $95 billion to fund artificial intelligence (AI) spending, including a $35 billion stock offer, shares of Meta Platforms (META) have been walloped in recent weeks, shedding more than 16% over the past month.

Declines of more than 10% mark a correction. With the social media stock residing 19.14% below its 52-week high, Meta is ominously flirting with a bear market. But it doesn’t mean that this Magnificent Seven giant will slump forever. There are options for investors who want to be involved with Meta today and still be compensated for doing so. This includes the Direxion META Defined Income Boost ETF (MEIB).

Launched in late July, MEIB may offer an ideal avenue for investors who want to nibble at embattled Meta in the near term. Market participants are applying closer scrutiny to AI expenditures. With Meta paying a barely noticeable dividend, MEIB may be that much more attractive. Especially when alternative income is top of mind for many investors.

Pairing Quality Growth & High Yields: A Blueprint for All-Weather Portfolios

Fri, 30 Oct 2026 10:00:00 -0400

Investors often treat growth and dividends as opposing camps, but in practice, this means the two can complement each other.

What QGRO Does Differently to Find the Best Growth Stocks

Fri, 30 Oct 2026 10:00:00 -0400

How does one define growth stocks? Every investor wants to fill their portfolio with the best growth stocks, bought at low values and poised to explode. The question is how to find them. The American Century U.S. Quality Growth ETF (QGRO B) offers an intriguing approach, combining quality and growth views for long-term outperformance.

Avoiding the Index Flip-Flop With a Fundamental Strategy

Fri, 30 Oct 2026 09:00:00 -0400

In today’s modern financial landscape, market-capitalization-weighted indices dominate the investment ecosystem with trillions of dollars tracking broad market indices such as the S&P 500 and the Russell 1000. However, a research article by RAFI Indices™, adapted from the CFA Institute Research Foundation series The Active Side of Indexing, exposes flaws within cap-weighted benchmarks.

Bet on the Barbell While Managing Duration

Fri, 30 Oct 2026 09:00:00 -0400

With 10-year Treasury yields recently having traversed two-decade highs, fixed income investors face some trying circumstances, making bond barbell strategies as relevant as ever.

Inside the Ticker: IEMG vs. VWO

Fri, 30 Oct 2026 09:00:00 -0400

Demand for international equity ETFs has been strong in 2026. Investors have sought diversification from a concentrated U.S. equity market. However, this year, it has mattered which ETF you choose. Similar sounding emerging market equity ETFs have performed differently.

A Fed pause & pre-election nerves failed to knock bitcoin off course

Fri, 30 Oct 2026 08:00:00 -0400

Bitcoin traded in a narrow range for most of the week, shrugging off a brief Thursday dip below US$77k. Positioning is defensive, the premium on leveraged long bets has compressed, and risk appetite is thin ahead of the US midterms. For allocators, the useful read is relative: on a cross-asset basis, bitcoin is beating much of the broader crypto market and plenty of higher-beta risk assets.

Midstream Energy Infrastructure Offers Stability Over Refiners

Fri, 30 Oct 2026 07:00:00 -0400

As refinery stocks have surged throughout 2026, investors seeking energy exposure may find a more stable opportunity in an overlooked corner of the market: midstream energy infrastructure companies.

Anthropic Plans IPO: Direxion Single-Stock ETF to Follow

Thu, 29 Oct 2026 13:00:00 -0400

Anthropic has taken a major step related to its proposed initial public offering expected for mid-November. The AI firm is behind the Claude chatbot that millions of people now rely on to come up with everything from recipes to work out plans. It could be landing in portfolios in just a couple weeks.

How AAAU Makes Its Case as the Best Gold ETF

Thu, 29 Oct 2026 13:00:00 -0400

Gold remains a key consideration for not only investors, but for nations. As global uncertainty has grown, so too has interest in the precious metal as a way to store and preserve value and ride out volatility. By using the ETF wrapper, investors get access to gold in a flexible, tax-efficient manner. Of course, not all such funds are created equal. The Goldman Sachs Physical Gold ETF (AAAU ) has a case to make given its long-term performance.

Coca-Cola Sips on Profits While Inflation Sweats

Thu, 29 Oct 2026 12:00:00 -0400

When the average investor thinks about the consumer staples sector, they likely assume it’s full of companies struggling to post compelling earnings results amid the burden of inflation.

Beyond the Treasury Rally, Conditions Remain Tight

Thu, 29 Oct 2026 10:00:00 -0400

The recent decline in Treasury yields does not tell the whole story: Although longer-term yields have fully retraced their post-FOMC rise, broader financial conditions remain tight.
Credit markets continue to signal pressure: Investment grade and high yield spreads have widened 12 and 67 basis points, respectively, since the September FOMC meeting.
Borrowing costs are still restraining the economy: Mortgage rates remain nearly 50 basis points higher, giving the Fed reason to let existing tightening work before raising rates again.

This week will bring the first Federal Open Market Committee decision since the Fed’s initial rate hike in September. While markets are pricing just an 11% probability of another rate hike at this meeting, there has been no shortage of drama for policymakers to digest since the September FOMC meeting. In this edition of Notes, we examine the evolution of financial conditions across several commonly followed measures. While Treasury yields have eased materially from their early-October highs, credit spreads and mortgage rates remain notably higher, a combination that could give the Fed a reason to remain patient at this meeting.

The table below shows the change in several familiar measures of financial conditions since the September FOMC meeting, both through October 7, when Treasury yields reached a local peak, and through October 26. Following the September meeting, bond yields rose sharply, particularly at the long end, with the 10- and 30-year Treasury yields climbing roughly 25 to 30 basis points by October 7. Much of that move has since reversed, leaving nominal Treasury yields slightly below their September FOMC levels. The same cannot be said for broader financial conditions. Credit spreads continued to widen through October 26, while mortgage rates remain nearly 50 basis points higher. This divergence could be an indication that higher rates and continued credit supply are beginning to bite even as Treasury yields have retraced.

Bitcoin Miners’ AI Revenue Set to Match Mining by Year-End

Thu, 29 Oct 2026 10:00:00 -0400

Bitcoin miners are on track to earn about as much from artificial intelligence as from mining by year-end, according to two CoinShares portfolio managers.

A New Chapter for ETFDb: More Insights, More Research, One Destination

Thu, 29 Oct 2026 09:00:00 -0400

ETF Trends is joining ETFDb in early 2027. This will bring together trusted ETF editorial coverage, educational events, and powerful data and research tools. Here’s what you need to know.

Franklin Templeton ETFs Turn Stock Dividends Into Bitcoin

Thu, 29 Oct 2026 09:00:00 -0400

Franklin Templeton plans to launch two ETFs Thursday that use stock dividends to buy bitcoin instead of more shares.

Navigating the 5% Bond World: Why the Barbell Strategy Is Persisting

Thu, 29 Oct 2026 09:00:00 -0400

The bond market seems like it may have permanently flipped the script on investors. As Kevin Flanagan, WisdomTree’s head of investment and fixed income strategy, outlines in a October 21 blog post, Investing in a 5% Bond World: The Barbell, a 10-year Treasury yield range of 4.50% to 5.25% is the new normal for the time being.

Tesla Tailwinds Could Propel This New ETF

Thu, 29 Oct 2026 09:00:00 -0400

Experienced Tesla (TSLA) investors know Elon Musk’s company is much more than an electric vehicle (EV) manufacturer. It’s got many nonautomotive irons in its fire that are expected to be legitimate catalysts for the stock.

Commodity ETFs: Beyond the Gold Trade

Thu, 29 Oct 2026 08:00:00 -0400

Gold has traditionally been one of the most popular ways for investors to gain commodity exposure, but its recent weakness highlights the differences across various commodities. While precious metals have struggled, energy and certain agricultural commodities have seen stronger returns. Existing diversified strategies are also giving investors more ways to access commodities beyond traditional gold funds.

Income or Downside Protection? Comparing Fidelity’s Options-Based ETFs

Thu, 29 Oct 2026 08:00:00 -0400

Options-based ETFs give investors flexible ways to help build equity portfolios, generate extra income, and hedge against market downturns. For financial advisors, these strategies offer a compelling path beyond the usual mix of stocks and bonds.