
Allan Roth
Articles
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1 week ago |
etf.com | DJ Shaw |Allan Roth |Kent Thune |Ron Day
The tax efficiency offered by exchange-traded funds has made them the structure of choice for advisors looking to convert separately managed accounts, a trend accelerating as client wealth grows, according to a new report from Cerulli Associates.
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1 week ago |
etf.com | DJ Shaw |Ron Day |Allan Roth |Kent Thune
Bitcoin ETFs have faced persistent outflows throughout April, with investors pulling money from the products despite the recent price recovery, according to data from U.K.-based asset manager Farside Investors. The outflows have been nearly consistent across the month, with all but one day in April recording outflows from the various Bitcoin ETFs. Total April outflows reached $812.3 million as of Friday, with BlackRock's iShares Bitcoin Trust (IBIT) leading the exodus at $393.2 million withdrawn.
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1 month ago |
etf.com | Paul Curcio |Kent Thune |Allan Roth |DJ Shaw
Blackrock and Vanguard led the ETF league tables on Tuesday. The table below reflects daily flows on March 12, 2025, and asset totals as of that date. BlackRock was the 400-pound ETF gorilla on Tuesday, adding just over $2 billion in assets but still lagging behind Vanguard and its $71.5 billion worth of net flows into exchange-traded funds for the year so far. State Street took the biggest hit with $1.1 billion worth of outflows Tuesday.
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1 month ago |
etf.com | Kent Thune |Paul Curcio |Allan Roth |Jeff Benjamin
This week marks the 25th anniversary of the legendary dot-com bubble’s peak. It was also the beginning of a massive bear market, an extreme test for the new exchange-traded fund, Invesco QQQ Trust (QQQ) and a lasting lesson for financial advisors. 1999 was the best year for performance in the dot-com bull market.
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1 month ago |
etf.com | Allan Roth |Paul Curcio |Jeff Benjamin |Kent Thune
The last decade has not been kind to international stocks. The total return of the Vanguard Total Stock Market ETF (VTI) is up 12.5% annually through 2024, while the Vanguard Total International Stock ETF (VXUS) gained only 5.1% annually. But this year through March 7, U.S. stocks are down 2.2%, while international stocks have gained 8.4% using the same two funds. That’s more than a 10 percentage-point differential.
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