Trendscout news issue 21 - Winners and losers in interest for ETFs on U.S. equities

June 22, 2018

Winners and losers in interest for ETFs on U.S. equities

Vanguard seems to be on the verge of replacing iShares as the most sought-after ETF for U.S. equities.

The download of fund documents for passive products on U.S. equities has exceeded that of active funds since the beginning of 2017; the ratio is now 60 to 40. Since autumn 2017 we have been observing a particular ETF with a significant gain in views share:

Interest in the Vanguards S&P 500 UCITS ETF has almost doubled since last autumn. With a close to 10% views share among ETFs on U.S. equities, it has almost caught up with its fiercest competitor from iShares.

iShares Core S&P 500 UCITS ETF is still number one but lost interest, above all, among investors from Switzerland and Italy, while SPDR S&P US Dividend Aristocrats UCITS ETF experienced falling interest across all channels amongst clients based predominantely in Germany as well as in Switzerland.

Document downloads for the most popular ETFs on U.S. equities as a percent of all downloads for this peer group of passive funds over 2 years within European and Asian sales channels

Other Trendscout highlights

  • GAM Star Credit Opportunities is No. 1 for high yield funds for the first time, with the fund conquering more and more investor domiciles.
  • Interest in the PIMCO Income fund is waning in virtually all countries and channels.
  • Technology funds increasingly dominate interest in sector funds with 50% views share.

Categories gaining attention

  • Equity Technology
  • Equity USA
  • Equity China

Categories losing attention

  • Equity Germany
  • Equity Eurozone
  • Equity World Emerging Markets

Funds gaining attention

  • iShares Core MSCI EM IMI UCITS ETF
  • Carmignac Sécurité
  • Invesco Zodiac Funds - US Senior Loan
  • Old Mutual Gl. Equity Abs. Return Fund
  • Vanguards S&P 500 UCITS ETF

About Trendscout

Trendscout by fundinfo is a service to measure investor’s interest in funds based on online views of our 25+ million fund documents database. Trendscout tracks overall trends in downloads of fund factsheets, KIIDs and other legal documents but can also identify the source of interest in funds based on investor domicile or sales channel.

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