What is the most actively managed ETF?
The largest Active Management ETF is the JPMorgan Equity Premium Income ETF JEPI with $32.75B in assets. In the last trailing year, the best-performing Active Management ETF was NVDL at 639.70%. The most recent ETF launched in the Active Management space was the Nuveen Preferred and Income ETF NPFI on 03/06/24.
ProShares UltraPro QQQ is the most popular and liquid ETF in the leveraged space, with AUM of $20.4 billion (read: A Guide to Nasdaq ETF Investing).
| Symbol | Name | 5-Year Return |
|---|---|---|
| PSI | Invesco Semiconductors ETF | 26.56% |
| XLK | Technology Select Sector SPDR Fund | 25.48% |
| FTXL | First Trust Nasdaq Semiconductor ETF | 24.68% |
| IYW | iShares U.S. Technology ETF | 24.61% |
| ETF | Assets | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (ticker: VOO) | $389 billion | 0.03% |
| Schwab U.S. Small-Cap ETF (SCHA) | $16 billion | 0.04% |
| Invesco QQQ Trust (QQQ) | $249 billion | 0.20% |
| Vanguard High Dividend Yield Index ETF (VYM) | $51 billion | 0.06% |
Advantages to actively managed ETFs include lower expense ratios than mutual funds and the participation of seasoned financial professionals. Many actively managed ETFs have higher expense ratios than passively-managed index ETFs, which puts pressure on fund managers to consistently outperform the market.
| Fund (ticker) | YTD performance | 5-year performance |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 6.5 percent | 14.6 percent |
| SPDR S&P 500 ETF Trust (SPY) | 6.5 percent | 14.6 percent |
| iShares Core S&P 500 ETF (IVV) | 6.5 percent | 14.6 percent |
| Invesco QQQ Trust (QQQ) | 6.3 percent | 21.1 percent |
Here's a summary of which one to choose:
If you want to own only the biggest and safest stocks, choose VOO. If you want more diversification and exposure to mid-caps and small-caps, choose VTI. If you can't decide, consider simply buying both of them (assuming that commissions are low or free).
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.82B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 18.26%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
- Top 7 ETFs to buy now.
- Vanguard 500 ETF.
- Invesco QQQ Trust.
- Vanguard Growth ETF.
- iShares Core SP Small-Cap ETF.
- iShares Core Dividend Growth ETF.
- Vanguard Total Stock Market ETF.
- iShares Core MSCI Total International Stock ETF.
Experts agree that for most personal investors, a portfolio comprising 5 to 10 ETFs is perfect in terms of diversification.
Is it OK to hold ETF long term?
Nearly all leveraged ETFs come with a prominent warning in their prospectus: they are not designed for long-term holding. The combination of leverage, market volatility, and an unfavorable sequence of returns can lead to disastrous outcomes.
- Invesco Variable Rate Preferred ETF.
- Global X US Preferred ETF.
- SPDR® ICE Preferred Securities ETF.
- Invesco Preferred ETF.
- iShares Preferred&Income Securities ETF.
- Global X SuperIncome™ Preferred ETF.
- Invesco Financial Preferred ETF.
Consider Both ETFs and Mutual Funds
Owning both types of funds may be a smart strategy as each can offer protection and opportunity. For example, if you own a passively managed ETF, also buying an actively managed mutual fund may offer you some upside potential beyond that of the index being tracked.
The Invesco QQQ ETF is an exchange-traded fund (ETF) that tracks the Nasdaq 100 Index. Because it passively follows the index, the QQQ share price goes up and down along with the tech-heavy Nasdaq 100. Passive management keeps fees low, and investors are rewarded with the full gains of the volatile index if it rises.
| Symbol | Name | AUM |
|---|---|---|
| VTI | Vanguard Total Stock Market ETF | $376,445,000.00 |
| QQQ | Invesco QQQ Trust Series I | $254,691,000.00 |
| VEA | Vanguard FTSE Developed Markets ETF | $126,432,000.00 |
| VUG | Vanguard Growth ETF | $116,270,000.00 |
The answer is 0.12%. That's 12/100ths of one percent. There are only 64 actively managed ETFs, and two of those (two popular PIMCO bond investments) account for over half of all of the assets. Passive ETFs account for 99.88% of the total $1.5 trillion in ETFs.
| ETF | Expense Ratio |
|---|---|
| FT Cboe Vest U.S. Equity Buffer ETF – October (FOCT) | 0.85% |
| Innovator Equity Defined Protection ETF – 2 Yr to July 2025 (TJUL) | 0.79% |
| iShares iBonds Dec 2024 Term Treasury ETF (IBTE) | 0.07% |
| Invesco BulletShares 2024 Corporate Bond ETF (BSCO) | 0.10% |
| Symbol | Name | Dividend Yield |
|---|---|---|
| CYA | Simplify Tail Risk Strategy ETF | 117.07% |
| TSL | GraniteShares 1.25x Long Tesla Daily ETF | 87.25% |
| NGE | Global X MSCI Nigeria ETF | 85.38% |
| KLIP | KraneShares China Internet and Covered Call Strategy ETF | 64.28% |
- Simplify Volatility Premium ETF (SVOL) ...
- Short VIX Short-Term Futures ETF (SVXY) ...
- iPath S&P 500 VIX Mid-Term Futures ETN (VXZ) ...
- iPath S&P 500 VIX Short-Term Futures ETN (VXX) ...
- iShares MSCI EAFE Min Vol Factor ETF (EFAV) ...
- SPDR SSGA US Small Cap Low Volatility Index ETF (SMLV)
If you want to optimize for dividends and share growth, SCHD would be a good choice for you. If you want to optimize for share growth from the overall U.S. stock market, VOO would be a better choice for you. There may even be room to add exposure to both, depending on how you want to build out your portfolio.
Why is VTI so popular?
The Vanguard Total Stock Market ETF is a popular way to save for retirement or long-term growth. The fund represents a snapshot of the stock market, allowing investors to track the gains of the market as a whole rather than invest in individual shares.
VTI offers more comprehensive market coverage, including small and mid-cap stocks, while VOO focuses on the large-cap stocks of the S&P 500. This diversification can help mitigate risk in an investment portfolio.
| Symbol Symbol | ETF Name ETF Name | ESG Score ESG Score |
|---|---|---|
| USMV | iShares MSCI USA Min Vol Factor ETF | 6.71 |
| JPST | JPMorgan Ultra-Short Income ETF | 7.1 |
| SPLV | Invesco S&P 500® Low Volatility ETF | 6.58 |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | 7.49 |
SPDR SSGA Multi-Asset Real Return ETF (RLY)
We believe the SPDR SSGA Multi-Asset Real Return ETF might be the best inflation ETF. This actively managed fund holds shares of other ETFs that track market sectors expected to outperform the inflation rate.
- Source: Vanguard: Data current as of market close on March 1, 2024. Data is intended for informational purposes only.
- Total Bond Market ETF (BND)
- Total International Bond ETF (BNDX)
- Total International Stock ETF (VXUS)
- Total Stock Market ETF (VTI)
