The Passive & Indexing Desk 10 stories this week · 74 total

ETF Trends ranks two 2x single-stock funds and iShares VLUE as the largest ETF exposures to Micron, which reports Wednesday.

MarketPsych's AI classifies companies into five theme pillars; FTSE Russell's rules then decide the portfolio's weighting, caps and turnover.

Timothy Murray's ChatGPT and FactSet review finds hyperscalers and AI infrastructure concentrated in large-cap growth, with the lightest exposure in U.S. small-caps and EAFE value.

Alphabet, Amazon, Meta, Microsoft and Oracle issued more than $132 billion of bonds through the first half of 2026, lifting tech weight in pure corporate bond ETFs by about 300 basis points, according to ETF Trends.

RAFI Indices puts the weighted average market cap of its fundamental index at $769 billion, between the $1.39 trillion of a cap-weighted portfolio and the $127 billion of equal weight.

The index provider says the mid-September cycle moved Gilead Sciences and Structure Therapeutics into THNR, and OUSM's quality screen produced 111 names.

SIX's index services chief argues that what clients buy behind a bespoke index is the pipeline that carries it, which makes the custom lane an operations contest rather than a naming contest.

The $452.4 million active ETF has gained nearly 21% in 2026, but its diversification pitch rests on a correlation its nearly 80% materials-and-energy book does not own.

The rotation index does the selling for you, which is why its GLP-1 weight says nothing about obesity-drug economics and a lot about what was moving when the screen ran.

Five billion dollars has flowed into multi-factor ETFs this year as insurance against the index itself, and RAFI's own weights show what the policy actually covers.

The 20-basis-point fund's edge over the Agg comes mainly from where it sits on the curve, and its three-year shelf moment will be judged against whatever the front end is paying then.

A multi-factor fund that moves with the index at 0.97 is a defensible fee trade. The all-weather label promises protection the correlation never supplied.

State Street fund data shows a handful of names carrying this year's 13.61-point sector gap.

Three active muni funds top ETF Trends' screen with three-year returns of 4.44% to 4.75%, and the nine-basis-point spread in their fees is doing the ranking.

Twelve basis points separate first from second in a 112-name index, and the rebalance tells investors which side of the electrification trade the fund now wants to own.

A five-for-five rebalance trades a record-IPO holding for industrial ballast, giving up the name some shareholders bought the fund to own.

American Century's quality screen dropped Nvidia and handed Lockheed Martin its largest sleeve increase, a move that says more about the rulebook than the market.

Gilead and Structure Therapeutics enter a 20-stock index, while a $5.8 million fund's return still rides on Eli Lilly.

The September 18 rebalance replaced five familiar names with mature technology, media and industrial franchises, making the growth filter the part of the index that does the real work.

A 111-name portfolio whose sector line binds harder than its single-name cap keeps producing sector outcomes under a quality label.

The mid-year SPIVA card prices the broadening-out thesis at twelve points of hit rate and no majority, which makes it an argument about wrapper pricing rather than stock picking.

Direxion’s targeted chip funds multiplied a semiconductor trade that moved as one story on September 14.

Seoul has already made the 3.5 percent-of-GDP commitment; Tokyo has only indicated it could, and Japan is 14.58 percent of the WisdomTree Asia Defense Fund.

Invesco's fundamental-weight SMID fund has a decade of outperformance to point to, and a chosen comparison that quietly concedes both indices are mid-cap vehicles.

Two index funds sit a basis point apart while the active option charges 45 more and yields 221 more; this week's Fed meeting is the wrong lens for the difference.

The nuclear pitch has migrated from tight supply to hyperscaler capital, and the funds now package each version of the demand case.

NEOS is selling a 3.53% yield as comfort to nervous bond investors in the week the ten-year first touched 5% since 2023 — a payout that arrives without touching the duration exposure.

A 20-year-old value fund's shareholder-yield screen is outrunning the value benchmark by 400 basis points, a gap that measures drift in the value label as much as the fund itself.

A $1.41 billion dividend fund is beating a market it deliberately underweights in its best-performing sector, and its 3.32% yield is the reason income investors are paying attention.

Advisors screening value funds on category names or sector weights are looking past the only variable that separated a 21% year from an 11% one; holdings overlap missed it too.

Healthcare REITs are 21.65% of the ALPS book and most of the argument, which makes occupancy and leverage numbers, not manager judgment, the things to track from here.

Taxable-equivalent yields have pulled high earners back into tax-exempt credit, but the $105 billion flow figure cannot say whether cheap beta is capturing any of it.

Two showcase holdings, two buyback programs, and an index fee that funds the marketing say more than the dividend label does.

With oil back above $100, the energy aisle separates into four distinct trades.

Broad emerging-markets benchmarks now hold more than 45 percent of their country weight in Taiwan and South Korea, and a quarter of their assets in three semiconductor names.

Momentum decides which stocks get in; value decides how much weight they get. That's why XSVM is 200 basis points ahead of both benchmarks.