MarketCatalystU.S. ETFs have pulled in a record $1.47 trillion in 2026, pushing total assets to $16.36 trillion — reshaping market structure along the way, and raising the stakes on picking the right fund.
VGT and XLK both offer low-cost exposure to U.S. tech, but one of them has quietly beaten the other across the 1-year, 5-year, and year-to-date windows. Here's the structural reason why — and when that edge could flip.
$SHMD jumped nearly 20% Friday on renewed attention to glass substrates for AI chips — a technology SCHMID is developing equipment for, though no direct order from Nvidia, AMD, or Intel has been announced.
Zscaler shares dropped as much as 9% Friday after the company named Ross Tackett as chief revenue officer, succeeding Mike Rich — a leadership change landing just weeks after a strong fiscal Q4 beat and above-consensus FY2027 guidance.
Active ETFs hold just 12–13% of ETF industry assets but are capturing up to 40% of this year's inflows, with global assets hitting a record $2.72 trillion as volatility, mutual fund share-class conversions, and a wave of new products fuel the boom.
Global bond yields are hitting multi-decade highs on sticky inflation, record government debt issuance, resilient growth, and an AI-driven borrowing boom — and the sell-off is starting to weigh on stocks.