ETF Database

June has been a month full of excitement in the ETF market. While commercial space and AI infrastructure attracted a significant amount of investor attention, biotechnology exposure comprises four out of the five top-performing equity ETFs as of June 29. The remaining fund provides exposure to the top Chinese companies involved in domestic technology and semiconductor hardware development.

Leveraged & Inverse ETF Content Hub In the first half of this year, one of the obvious winners among large-cap technology stocks was Marvell Technology (MRVL). Coming off a 45% gain last month, the semiconductor stock is now up more than 250% year-to-date.

The war in Iran reignited inflationary pressures and threw a wrench in the Federal Reserve’s plans to lower interest rates this year. Sure, anything is possible, but Fed funds futures imply long odds of a July rate cute. This indicates that the central bank is still cautious about inflation. On the other hand, talk of a peace deal between the U.S. and Iran is prompting downside in the oil market. However, those are fragile situations, indicating investors can still benefit from inflation protection.

In 2000, a “robot” mostly meant a caged arm bolted to a car line, repeating one welded seam. Most could not see, none could leave their cells unsupervised, and a full installation ran into six figures. Twenty-six years later, robots place electronics faster than the eye can track, walk warehouse aisles beside people, assist in surgery, and drive paying passengers with no one in the seat. The clearest way to show the jump is with numbers, at four checkpoints: 2000, 2010, 2020, and today.

At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results for Micron Technology (MU). The semiconductor company is widely known for its memory and data storage products.

Gold/Silver/Critical Minerals Content Hub With countries and central banks seeking to buy up metals for the years to come, crafty advisors and investors have been able to capitalize on these purchases with strategic exposure. Of course, this attention has also extended to gold, which has seen its price both rise and fall in the first half of the year.

Thematic Investing Content Hub June has seen many ETF launches, from pure-play AI memory chip thematics to an autism impact fund that donates returns to nonprofits. With a record breaking 214 launches, the ETF landscape continues to expand into new markets. Key Takeaways Following the historic SpaceX IPO, numerous firms launched single-stock leveraged products to meet investor demand for amplified price exposure.

Many fixed income investors know a little something about emerging markets debt. After all, it’s a hard asset class to ignore as it accounts for more than a quarter of the global fixed income market. However, that prominence isn’t adequately reflected in many old guard fixed income funds where EM bonds account for just small portions of the portfolios. Said another way, investors hoping for decent portions of emerging markets debt (EMD) in global aggregate bond funds may be left disappointed.

As investors navigate an uncertain market, finding financially strong companies has become a priority. During the recent S&P 500 Buyback Aristocrats: Quality Through Consistency webcast, speakers discussed why a long track record of share buybacks may be one indicator of a financially strong company.

Gold/Silver/Critical Minerals Content Hub Geopolitical conditions and inflationary pressures may be putting the market in relatively uncertain waters, but many advisors and investors still agree on one thing: There is a tremendous need for electricity and energy right now. Fortunately, plenty of different investment approaches are available to potentially solve this problem.