Morningstar, Inc.
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| | |Morningstar® ETF Database Update |
|August 2014 | | |
| | | |
| | | |
| | |As of Aug. 31, 2014, there were 1,642 exchange-traded products in the United States market. Within the month, there were 18 |
| | |new exchange-traded funds. |
| | |U.S. ETF market assets were approximately $1.91 trillion in August. IShares, Vanguard, and SPDR State Street Global Advisors |
| | |ETFs experienced the highest inflows of assets, while Goldman Sachs, PowerShares DB, and ProShares were among those with the |
| | |greatest asset outflows. The large blend, large growth, and large value Morningstar Categories had the greatest inflows, |
| | |totaling around $22.39 billion, while the Europe stock, utilities, and commodities precious metals categories had the greatest|
| | |outflows, totaling approximately $4.12 billion. |
| | | |
| | |The funds with the greatest August inflows include iShares Core S&P 500 IVV ($3.63 billion), Vanguard Total Stock Market ETF |
| | |VTI ($2.61 billion), and Vanguard S&P 500 ETF VOO ($2.06 billion). The funds with the highest outflows were iShares MSCI EMU |
| | |EZU (down $1.37 billion), Vanguard FTSE Europe ETF VGK (down $0.60 billion), and iShares US Utilities IDU (down $0.59 |
| | |billion). |
| | |The three highest-performing U.S. ETF categories for the month of August were trading-leveraged equity, Latin America stock, |
| | |and energy limited partnership, with returns ranging from 6.84% to 8.72%. The three lowest-performing ETF categories for the |
| | |month trading-inverse equity, volatility, and bear market, with returns ranging from negative 7.59% to negative 5.27%. |
| | |August 2014 returns for the U.S. ETF universe averaged 1.81%, compared with negative 1.33% returns from the previous month. |
| | | |
|Top Performers U.S. ETF Universe |
| |
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|Bottom Performers U.S. ETF Universe |
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| |
|Name |
|Ticker |
|1-Month |
|Return (%) |
| |
|Name |
|Ticker |
|1-Month |
|Return (%) |
| |
|Direxion Daily Brazil Bull 3X ETF |
|BRZU |
|33.98 |
| |
|Direxion Daily Brazil Bear 3X ETF |
|BRZS |
|-28.19 |
| |
|Direxion Daily Latin America Bull 3X ETF |
|LBJ |
|26.93 |
| |
|ProShares Ultra VIX Short-Term Futures |
|UVXY |
|-24.12 |
| |
|Direxion Daily Retail Bull 3X ETF |
|RETL |
|24.66 |
| |
|VelocityShares Daily 2x VIX ST ETN |
|TVIX |
|-24.02 |
| |
|ProShares Ultra MSCI Brazil Capped |
|UBR |
|22.00 |
| |
|C-Tracks ETN linked to Citi Volatil TR |
|CVOL |
|-21.61 |
| |
|ProShares Ultra Nasdaq Biotechnology |
|BIB |
|21.29 |
| |
|ProShares UltraShort MSCI Brazil Capped |
|BZQ |
|-19.47 |
| |
|Direxion Daily Semicondct Bull 3X ETF |
|SOXL |
|20.25 |
| |
|ProShares UltraShort Nasdaq Biotech |
|BIS |
|-18.51 |
| |
|UBS ETRACS 2xM Lvg Lng Alrn MLP Infr ETN |
|MLPL |
|17.29 |
| |
|Direxion Daily Semicondct Bear 3X ETF |
|SOXS |
|-17.83 |
| |
|ProShares UltraPro QQQ |
|TQQQ |
|15.67 |
| |
|VelocityShares 3x Inv Natural Gas ETN |
|DGAZ |
|-17.17 |
| |
|ProShares UltraPro MidCap400 |
|UMDD |
|15.66 |
| |
|Direxion Daily Small Cap Bear 3X ETF |
|TZA |
|-14.30 |
| |
|Direxion Daily Mid Cap Bull 3X ETF |
|MIDU |
|15.64 |
| |
|VelocityShares 3x Long Silver ETN |
|USLV |
|-14.26 |
| |
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