David Botset of Schwab Asset Management discusses highlights from a new study “ETFs and Beyond” on ETF TV

ETF TV episode #125 David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management discusses highlights from their new report “ETFs and Beyond” with Margareta Hricova and Deborah Fuhr on ETF TV.  Press Play

This 11th annual study is based on a survey in the United States of 2,000 individual investors between the ages of 25 and 75 with at least $25,000 in investable assets, 1,000 of whom have bought or sold ETFs in the past two years and 1,000 of whom have not bought or sold ETFs within the past two years. 

Schwab, found that ETF investors continue to view ETFs as a key part of their portfolios, with 80% saying ETFs are their vehicle of choice, up from 71% in 2020.  

ETFs now make up 33% of ETF investor portfolios, up from 27% five years ago, which tracks to the rate of growth those surveyed by Schwab predicted in 2017. Looking ahead, ETF investors expect 40% of their portfolios to be in ETFs in the next five years. And an overwhelming majority (93%) expect to purchase ETFs in the next two years, while 41% of non-ETF investors are also likely to do so.

In the year ahead, ETF investors plan to invest in U.S. equities (56%), real assets (47%), fixed income (47%), and cryptocurrencies (46%) via ETFs. When it comes to specialty ETFs, they plan to invest in dividend ETFs (53%), long/short ETFs (34%) and leveraged ETFs (33%). Newer categories are gaining steam too with about one-third (32%) planning to purchase actively managed ETFs, 27% planning to purchase ESG ETFs and 26% planning to add thematic ETFs to their portfolios.

Last week, there were 30 new listings and there were 20 new cross-listings. During September there were 143 new listings and a total of 1109 new listings in the first 9 months of 2022.   The number of new listings is less than the 1,288 at this point in 2021 but ahead of the number of new listings year-to-date in 2020, 2019, 2018 and 2017. 

During September there were 52 closures, and 224 closures in the first nine month of 2022.  This is significantly fewer closures than the 291 closures at this time in 2021.     

ETF TV your insight into the world of exchange-traded funds, issuers and investment. Register to receive updates and watch prior episodes at www.ETFtv.net. MP4  https://we.tl/t-0BcnpOiFlP

ETF TV News is sponsored by Syntax Advisors www.syntaxadvisors.com. Syntax Advisors offers a family of Syntax Stratified ETFs that aim to deliver a diversified return by providing investors with rules-based exposure to business risks.

If you are interested in sponsoring, being a guest or have any questions on ETF TV please contact Deborah Fuhr deborah.fuhr@ETFtv.net 

Disclaimer: ETF TV is a news update and is intended for informational purposes only. ETF TV does not provide investment advice nor recommend products.

Published on October 5, 2022

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