ETF Action: Research

ETF Playbooks

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Weekly reviews of popular ETF market segments, including visualizations of major market moves, performance highlights, technical trends and more.


Markets covered include:



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ETF Playbooks Archives

 U.S. Size & Style Playbook

5.16.2021

An overview of the broad U.S. Size & Style ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • More net outflows for small-caps this past week while large-cap beta strategies bring in over $5 billion
  • Invesco QQQ Trust (QQQ) brings in over $2.1 billion over past week
  • Large-cap growth best performing size & style segment in April (up 7.02%) but down nearly 5% over past 30 days
  • Support on Friday: Size & style strategies bounce off 50 day moving averages

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 Fixed Income Playbook

5.13.2021

An overview of the Fixed Income ETF landscape - Performance, Flows, Rates, Spreads, and the Fed.

  • Flows to Goverment fixed income segment lead over the last week with $1.28 billion
  • SPDR Bloomberg Barclays High Yield Bond ETF (JNK) see largest outflows over past week with $827 million
  • Yield curve steepens as 10-year treasury yield rises 12 basis points from last week; now at 1.69%
  • Investment grade spread remains at recent low at 93 basis points

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 Global Thematic Playbook

5.12.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Another consecutive week of net outflows for thematic ETFs; Multi-theme lone segment to have net inflows (+$148 million)
  • ARK Innovation ETF (ARKK +$124 million) leads weekly net inflows but ARKG (genomics) and ARKW (Next Gen Internet) lead net outflows
  • Industrial Revolution segment best performer over past month (-3.55%), sustainability worst (-7.04%)
  • VanEck Vectors Rare Earth/Strategic metals ETF (REMX +7.75%) best performer over past month (and up 26% YTD)

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 U.S. Factor Playbook

5.12.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Dividend and value factor ETFs continue to lead in net inflows while momentum ETFs see nearly $181 million out
  • Invesco S&P 500 Equal Weight ETF (RSP) remains top dog for weekly inflows with $789 million
  • Value leads over past month (+3.49%) and now up over 13% over last three months (leader)
  • Alpha Architect U.S. Quantitative Momentum ETF (QMOM) worst performing factor ETF over past month (-14.53%)

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 U.S. Sector Playbook

5.10.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Financials top weekly inflows again with $1.4 billion
  • Over last year, only three sectors have seen net outflows: Consumer Staples, Utilities, & Health Care
  • Materials best performing sector over past month, up 11.61%
  • First Trust Nasdaq Semiconductor ETF (FTXL) worst performer over past month, down 7.56%

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 U.S. Size & Style Playbook

5.9.2021

An overview of the broad U.S. Size & Style ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Size & style beta strategies see net outflows thus far in May, $353 million flow out of small-cap growth
  • Vanguard Value ETF (VTV) leads category in weekly net inflows with $469 million
  • SPDR S&P 400 Mid-cap Value ETF best performer over past month, up 6.55%
  • Small-caps narrowly staying above their 50 day moving average

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 Global Thematic Playbook

5.5.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • ~$1 billion in net outflows to thematic ETFs over the past week...March and April flows much lower than January & February
  • iShares Global Clean Energy ETF (ICLN) brings in $161 million in net inflows leading Sustainability ETF flows
  • FinTech only thematic segment with positive total return over past three months
  • Bad week for Hydrogen ETFs HDRO and HJEN (which both launched this year), both down ~15% last week

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 Fixed Income Playbook

5.5.2021

An overview of the Fixed Income ETF landscape - Performance, Flows, Rates, Spreads, and the Fed.

  • Corporate bond ETFs lead in net inflows yet again and have now totaled over $102 billion over past 12 months
  • Yield curve steepens as 10-year treasury yield rises 5 basis points from last week; now at 1.56%
  • iShares International Preferred Stock ETF (IPFF) top category performer over past month, up 4.45%
  • Investment grade spread making new low at 93 basis points

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 U.S. Factor Playbook

5.4.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Factors with 3-month net inflows: Dividend (+$10.8 billion), Size (+$6.2 billion), Value (+$5.2 billion)
  • Factors with 3-month net outflow: Low Volatility (-$4.5 billion), Quality (-$783 million), Momentum (-$674 million)
  • Schwab US Dividend Equity ETF (SCHD) tops factor segment with weekly net inflows of $1.1 billion
  • Value still outperforming YTD, up 24.7%

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 U.S. Sector Playbook

5.3.2021

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Flows to financial ETFs continue to dominate, $1.16 billion net inflows over past week alone
  • Real Estate sector rises 6.87% to lead U.S. sectors in April
  • Consumer Staples Select Sector SPDR Fund (XLP) ses $336 million in net outflows while sector lags in April performance
  • MLP ETFs top performers in April, Alerian MLP ETF rises 9.10% 

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