JPMorgan and State Street Clash in ETF Industry's Initial Showdown: Who Emerged Victorious?
Dispute Between ETFs: A recent email from State Street Investment Management criticized JPMorgan's $40 billion JEPI ETF, suggesting investors consider their smaller SPIN ETF instead, marking a rare aggressive tone in the typically collegial ETF industry.
JEPI's Dominance: The JPMorgan Equity Premium Income ETF (JEPI) has been highly successful since its 2020 launch, attracting significant investments and delivering strong annualized returns, solidifying its position as a leader in the income ETF market.
SPIN's Struggles: The State Street US Equity Premium Income ETF (SPIN), with a more traditional investment approach, has seen limited growth and experienced outflows, raising questions about its aggressive marketing tactics.
Backtracking on Claims: Following backlash from JPMorgan, State Street retracted claims about JEPI's supposed losses, highlighting the competitive pressures in the ETF market as firms vie for adviser attention amidst increasing competition.
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JPMorgan and State Street Clash in ETF Industry's Initial Showdown: Who Emerged Victorious?
Dispute Between ETFs: A recent email from State Street Investment Management criticized JPMorgan's $40 billion JEPI ETF, suggesting investors consider their smaller SPIN ETF instead, marking a rare aggressive tone in the typically collegial ETF industry.
JEPI's Dominance: The JPMorgan Equity Premium Income ETF (JEPI) has been highly successful since its 2020 launch, attracting significant investments and delivering strong annualized returns, solidifying its position as a leader in the income ETF market.
SPIN's Struggles: The State Street US Equity Premium Income ETF (SPIN), with a more traditional investment approach, has seen limited growth and experienced outflows, raising questions about its aggressive marketing tactics.
Backtracking on Claims: Following backlash from JPMorgan, State Street retracted claims about JEPI's supposed losses, highlighting the competitive pressures in the ETF market as firms vie for adviser attention amidst increasing competition.
Small-cap stocks unloved in ETF flows — but Rob Arnott likes these ‘underdogs’
ETF Flows Analysis: This week's ETF Wrap discusses the strong flows observed in August and provides insights into their underlying factors.
Interview with Rob Arnott: The article features an interview with Rob Arnott, founder of Research Affiliates, regarding his firm's new ETF offerings.
JPMorgan and State Street Clash in ETF Industry's Initial Showdown: Who Emerged Victorious?
Dispute Between ETFs: A recent email from State Street Investment Management criticized JPMorgan's $40 billion JEPI ETF, suggesting investors consider their smaller SPIN ETF instead, marking a rare aggressive tone in the typically collegial ETF industry.
JEPI's Dominance: The JPMorgan Equity Premium Income ETF (JEPI) has been highly successful since its 2020 launch, attracting significant investments and delivering strong annualized returns, solidifying its position as a leader in the income ETF market.
SPIN's Struggles: The State Street US Equity Premium Income ETF (SPIN), with a more traditional investment approach, has seen limited growth and experienced outflows, raising questions about its aggressive marketing tactics.
Backtracking on Claims: Following backlash from JPMorgan, State Street retracted claims about JEPI's supposed losses, highlighting the competitive pressures in the ETF market as firms vie for adviser attention amidst increasing competition.
Small-cap stocks unloved in ETF flows — but Rob Arnott likes these ‘underdogs’
ETF Flows Analysis: This week's ETF Wrap discusses the strong flows observed in August and provides insights into their underlying factors.
Interview with Rob Arnott: The article features an interview with Rob Arnott, founder of Research Affiliates, regarding his firm's new ETF offerings.
