According to a 2020 survey, the share of actively managed exchange traded funds (ETFs) has declined from by around 11 percentage points since 2017. The share of smart beta ETFs, on the other hand, increased by seven percentage points in the same time frame. This trend is expected to continue over the next two to three years.
Active ETFs are where an investment manager actively manages a portfolio of securities, while passive ETFs are structured so as to track a particular stock market index. (e.g. the S&P Index). Smart beta funds differ in that, while they track an index, they have an additional set of rules that guide which stocks from that index should be included in the portfolio at any given point in time.
Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023
Fund selectors at a range of financial institutions of varying sizes
Supplementary notes
This question was phrased by the source as follows: "Approximately what percentage of your clients’ overall portfolio is allocated to the following? Has this changed over the last 3 years and how do you expect it to change over the next 2-3 years?"
The source does not specify the survey method.
Respondents located in the United States, EMEA, Asia Pacific and Latin America.
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JPMorgan Chase. (November 30, 2020). Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023 [Graph]. In Statista. Retrieved November 22, 2024, from https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/
JPMorgan Chase. "Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023." Chart. November 30, 2020. Statista. Accessed November 22, 2024. https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/
JPMorgan Chase. (2020). Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023. Statista. Statista Inc.. Accessed: November 22, 2024. https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/
JPMorgan Chase. "Distribution of Active versus Passive Exchange Traded Funds (Etfs) Worldwide from 2017 to 2023." Statista, Statista Inc., 30 Nov 2020, https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/
JPMorgan Chase, Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023 Statista, https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/ (last visited November 22, 2024)
Distribution of active versus passive exchange traded funds (ETFs) worldwide from 2017 to 2023 [Graph], JPMorgan Chase, November 30, 2020. [Online]. Available: https://www.statista.com/statistics/1191283/etf-distribution-active-vs-passive-worldwide/
