Skip to content

All of our locations will be closed on Friday, July 4, in celebration of Independence Day. 

Attend a free seminar to learn the tools of a proper estate plan so you can choose the right path for you and your loved ones.

Get Started 863-222-7005

Chart of the Day: ETFs Win Again

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer May 25, 2023
ETFs represented by light blue, Mutual Funds in dark blue

Contents

Today’s Chart of the Day from OliverWyman shows the number of new funds being created each year in the U.S. since 2016. Exchange Traded Funds (ETFs), which are light blue in the chart, continue to dominate, going from only 41% in 2016 to 70% in 2022. The increase is in response to investors realizing that ETFs have a superior structure vs. mutual funds. 
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

Previous
Chart of the Day: Index vs. The World
Next
Chart of the Day:  Tremendous Equity

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.