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06/01/2026

Most momentum ETFs have 30–40% overlap with the S&P 500. FMTM has 2%.
Jon Clements of MarketDesk shares how the firm built a momentum strategy that actually earns its allocation and offers a look under the hood at the equal-weighted methodology that includes 30–50 names, monthly rebalance, and a signal that measures the quality of a price trend, not just the size of it.

His take on price as a signal: it aggregates millions of data points into a single forward-looking number that updates continuously. Sometimes FMTM adds a name with no visible catalyst, only for the reason to surface weeks later.

New episode of Behind the Ticker with host Brad Roth is live. Tune into the full conversation here: https://www.etf.com/sections/podcasts/behind-ticker-fmtm-marketdesk

05/28/2026

The DRAM ETF hit $10 billion in 43 days. To put that in context, only Bitcoin ETFs have ever moved this fast.
Every AI model needs memory, the market could double in three years, and supply is genuinely constrained. We've seen this movie before though. During the fiber optic buildout, the companies actually laying the cable did fine. It was the ones who borrowed billions to bury it that eventually paid the piper.
The question investors should be asking right now is more than if AI infrastructure is a good bet. It's how many derivatives of that bet is too many? When a single theme spawns a plethora of leveraged, inverse, and now autocallable ETF variations, it's worth paying attention to where you're standing in the stack.

Follow along with the full conversation that features Dave Nadig, Sumit Roy, Eric Balchunas, and Todd Sohn and covers everything from Cathie Woods/ARK Invest to South Korean funeral homes’ losing bet on leveraged crypto ETFs. Yes, you read that right.
https://www.etf.com/sections/podcasts/etf-zoo-why-rebalancing-killed-ark-star

05/22/2026

With SpaceX officially filing its S-1 paperwork for a massive Nasdaq debut, the retail hype has reached a fever pitch. But on the latest episode of the ETF Zoo, industry veterans Dave Nadig, Sumit Roy, Todd Sohn, and Eric Balchunas asked the ultimate question: Would you actually touch this trade in the ultra-volatile 15-day window before index inclusion? The consensus? "No thank you."
While the hype is massive, the Zoo crew pointed out some major structural realities for retail investors. Without solid pricing data, the initial 15 days will essentially be a degen free-for-all. And while institutional firms are deploying hyper-advanced algorithms, everyday retail investors risk buying the absolute top of a frothy, emotional market.
Are you buying into the SpaceX launch on day one, or watching safely from the sidelines? Let us know in the comments and then don’t miss the full episode that talks DRAM’s massive popularity, what Cathie Woods and ARK Invest get right and what they miss, soaring Treasury yields, and more.
Follow along with the full conversation here: https://www.etf.com/sections/podcasts/etf-zoo-why-rebalancing-killed-ark-star

05/18/2026

Can you really build a space ETF without SpaceX? To Tema ETFs CIO Yuri Khodjamirian, CFA, the answer was simple: Absolutely not.
In the latest episode of Behind the Ticker, Brad Roth talks with Yuri who takes us behind the scenes of why SpaceX is such an important driver for the aerospace industry and how the Tema Innovators Space ETF (NASA) gains access.
NASA isn’t another thematic fund chasing marketing trends. Tune in to find out why Tema chose to absorb the complex secondary-market fees within their 75 bps management fee instead of passing them to investors, where the real alpha potential exists in the aerospace industry, and why the traditional 11-sector frameworks are failing modern asset allocation.
Whether you’re an advisor looking for a true satellite growth allocation or an investor fascinated by the $2 trillion commercial space race, this conversation is packed with institutional-grade insights.
🌌 Watch the full episode here: https://www.etf.com/sections/podcasts/behind-ticker-nasa-spacex-and-tema-etfs

05/15/2026

While the news focuses on passive funds surpassing the 50% mark, ETF industry folks are watching a different story: the massive comeback of active management. In the latest ETF Zoo discussion with Mike Akins, Todd Sohn, Tony D**g, and Dave Nadig, the crew dug into the turning tide happening in fixed income, a space that's historically favored active and seen real headway in flows.

Does it really make sense to give the most weight to the companies with the most debt? The ability of active managers to be discerning about their exposures can prove highly beneficial specifically within fixed income. And if and when inflation is eventually curtailed, a mountain of cash in money markets will be looking for a home. Active ETFs sit perfectly poised to capture that influx of money, further turning the tide in active's favor.

The reality is that the passive dominance stays safe for now because nobody wants to trigger a tax bill on 20 years of gains. But for new money? Active is gaining ground fast.

Tune into the full conversation that includes overall ETF flows YTD, the Corgi cannon of ETF launches, and the value of a cockroach portfolio, particularly in volatile, unpredictable times. https://www.etf.com/sections/podcasts/etf-zoo-spacex-corgi-cannon-anything-goes

05/13/2026

In a world of chasing 100% gains on tech stocks, Tony D**g of ETF Portfolio Blueprint's cockroach portfolio reminds us that resilience beats excitement over the long haul. The strategy is simple, low-cost, and designed to survive across macroeconomic environments. It boasts just five ETFs, equally weighted, with 20% allocated to three defensive sectors each, 20% to Treasuries, and 20% to gold, all with low fees.

The result? Better risk-adjusted returns than a 60/40 split all with a tiny overall expense ratio. Despite the attractiveness, the hardest part is keeping investors in a defensive portfolio like this. FOMO can be a real siren song when the latest hot asset is popping off.

Are you thinking defensively about your portfolio? See real value to these types of resilient portfolios? Let us know in the comments!
Catch the full conversation that covers the potential ramifications for passive investors of the SpaceX IPO, the Corgi cannon of ETF launches, and more here: https://www.etf.com/sections/podcasts/etf-zoo-spacex-corgi-cannon-anything-goes

DBi's Andrew Beer and Steve Curley of 55 North Private Wealth sat down with Tax Alpha Insider's Brent Sullivan at the ET...
05/12/2026

DBi's Andrew Beer and Steve Curley of 55 North Private Wealth sat down with Tax Alpha Insider's Brent Sullivan at the ETF Beach House at Future Proof Citywide to talk ETF industry evolutions that have opened up new possibilities for taxable assets in portfolios, and the black box fear that comes with complex strategies.

We’re seeing a massive shift from tax-heavy private structures to the ETF wrapper in attempts to shield clients from unnecessary short-term capital gains. However, the ETF vehicle isn't a taxation magic wand, and there are many instances where the tax-efficiency doesn't translate. Find out what some of the tax pain points are in ETFs, and how recent developments are working to resolve these issues for advisors and investors.

And when it comes to complex strategies that are more black box than not, many advisors grapple with real concerns about not being able to adequately explain or defend their place in a client's portfolio. It turns out, you might have a surprising ally in the educational potential of AI. Tune in for real-world use cases that Beer and Curley are seeing, and their thoughts on AI as a way to bridge that communication gap.

A conversation you don't want to miss for the holistic perspectives from the allocator and investor perspective, that looks at the role ETFs play in modern portfolio taxation. Watch their discussion here: https://www.etf.com/sections/conferences/theres-tax-efficient-revolution-happening-alts-etfs

05/11/2026

For decades, the Bloomberg US Aggregate Bond Index has been the standard for core fixed income. But there’s a problem: it was built in the 1970s and hasn't grown with modern markets, ignoring asset classes like bank loans, high yield, and TIPS.

In our latest episode of Behind the Ticker, Brad Roth sat down with Steve Laipply, Global Co-Head of iShares Fixed Income ETFs at BlackRock, to talk about the evolution of the bond market and the launch of BTOT.

Steve manages roughly $1 trillion in assets, but his "aha!" moment came from personal frustration trying to buy a single Treasury note in a brokerage account. Today, he’s solving that complexity for everyone else.

Reasons to tune in to this conversation:

✅ BTOT captures a universe 20% larger than the Aggregate index. Investors can own the whole market through one ticker in this evolved take on bond investing.
✅ By including segments like high yield and EM debt, BTOT offers a ~30 bps pickup over the Agg with less duration risk.
✅ Steve shares fascinating data on why bond ETFs are actually leading indicators of price discovery during market stress like the COVID crash in 2020.
✅ Why sitting in money markets feels safe today, but might leave you behind tomorrow.

Steve’s philosophy? Don’t try to time the rates. Clip the coupons, build the cushion, and let the income do the heavy lifting.

Check out the full episode to hear why the core of your portfolio might need an upgrade.

https://www.etf.com/sections/podcasts/behind-ticker-btot-blackrock

05/08/2026

Do the fundamentals even matter anymore? That's the question this week's Zoo crew poses as they discuss the impending SpaceX IPO, the Corgi cannon of launches, and why every sector play is secretly morphing into a tech one.

With major indices proposing ways to fast track SpaceX for inclusion once it hits IPO, are long-term investors about to gain exposure to all the latest hyperscalers whether they want it or not? And with ETF ownership taking up increasing portions of company shares, what actually drives valuations these days?

Tune in as ETF.com's Dave Nadig talks about the wild happenings in the world of ETFs with Mike Akins of ETF Action, ETF Portfolio Blueprint's Tony D**g, and Todd Sohn of Strategas. You don't want to miss this episode that includes cute corgis and cockroach portfolios.

Follow along with the full conversation: https://www.etf.com/sections/podcasts/etf-zoo-spacex-corgi-cannon-anything-goes

05/06/2026

While the modern ETF wrapper has proven incredibly versatile (absorbing everything from standard stocks and bonds to private equity, prediction markets, and leveraged products), CNBC veteran Bob Pisani warns against blindly chasing every new trend.

Before investors jump into the next hot ETF, Pisani shares three questions investors and advisors should be asking in this sit down with Dave Nadig from the ETF Beach House at Future Proof Citywide. Turns out, if you can't clearly articulate why you should own a new asset, it's time to either reconsider or consult a financial advisor.

"If the only reason you want to buy an asset is because you think it will make you rich quick, that isn’t a sufficient answer." — Bob Pisani

And in a market where ETFs seem to be embracing every type of strategy and asset, is there an underlying, fundamental reputational risk at play for the industry as a whole in taking on increasingly complex, speculative strategies? A conversation you don't want to miss with someone who has had their finger on the pulse of the ETF industry and investing world for the last few decades.
Follow along here: https://www.etf.com/sections/conferences/bob-pisani-are-etf-investors-asking-right-questions

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