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Research Type: ETF & Mutual Fund

How Dividend ETF Sector Divergences Could Shape 2025 Returns

How Dividend ETF Sector Divergences Could Shape 2025 Returns

ETF & Mutual Fund, Research
The annual rebalancing of the largest U.S. dividend ETFs has resulted in notable sector divergences, especially with SCHD’s increased exposure to Energy. This report examines how these shifts may shape ETF performance in 2025.
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ETF Market Trends 2025: U.S. Equities vs. International ETFs

ETF Market Trends 2025: U.S. Equities vs. International ETFs

ETF & Mutual Fund, Research
CFRA’s latest research highlights a significant shift in ETF market leadership from U.S. equities toward international sectors amid changing tariff and inflation dynamics.
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State Street’s ‘PRIV’ ETF Has Limited Private Credit Exposure

State Street’s ‘PRIV’ ETF Has Limited Private Credit Exposure

ETF & Mutual Fund, Research
The recently launched SPDR SSGA Apollo IG Public & Private Credit ETF (PRIV 25 NR) received significant attention...
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Trump 2.0: Policy Implications for Exchange Traded Fund (ETF) Investors

Trump 2.0: Policy Implications for Exchange Traded Fund (ETF) Investors

ETF & Mutual Fund, Policy & Legal, Webinar
Republicans will have a unified government (White House, House, and Senate) heading into 2025.
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