Description
Active ETFs: the story two-thirds of the way through 2026
In this week’s ETF show, we drill into the year’s winners and laggards—and what is driving the differences. ARK’s genomics ETF has jumped 27% in a month, taking its annual gain towards 100%, while emerging-market ETFs from JPMorgan, Fidelity and Avantis have outpaced their global counterparts.
But the headline returns conceal sharply divergent fortunes. We explore the semiconductor boom powering Korea and Taiwan, the reversal in provider rankings between emerging and global markets, and the 14-percentage-point gap between JPMorgan’s US value and growth ETFs. Has August’s rebound changed the picture, or simply repaired some of the earlier damage?
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