ETFs

Markets

Market Meltdown Prompts Investors to Ditch ‘Digital Gold’ for the Real Thing

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So far this year, investors have greatly gold compared bitcoin. So if it’s not digital gold, what is bitcoin exactly?

2 min read

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ETF Upside

SEC Inches Closer to Dual-Share-Class Approval

The agency is telling issuers to base their dual-share-class applications on one from Dimensional Fund Advisors.

2 min read
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ETF Upside

ETF Closures Could Tick Up in Volatile Markets

ETF behemoths like Vanguard’s VOO or State Street’s SPY ain’t going anywhere, but newer products are more likely under threat of closure.

2 min read
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ETF Upside

Betting on Sin Stock ETFs Is Paying Off Amid Volatility

Funds that invest in “morally questionable” industries are doing better than others amid market volatility this year.

2 min read

OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

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Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

ETF Upside

Everything’s Bigger in iShares’ Texas ETF

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BlackRock is prepping an ETF that would focus on companies based in the Lone Star State. There are few equity funds like it.

2 min read

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ETF Upside

The ETF Betting on Women-Led Companies

Hypatia Capital’s Patricia Lizarraga said her firm’s ETF is one-of-a-kind, but it has struggled to get on major platforms.

4 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read
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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read

Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

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The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read

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