{"id":40890488,"date":"2026-06-06T12:55:42","date_gmt":"2026-06-06T07:25:42","guid":{"rendered":"https:\/\/stockviz.biz\/index.php\/?p=40890488"},"modified":"2026-06-06T12:55:43","modified_gmt":"2026-06-06T07:25:43","slug":"index-and-funds","status":"publish","type":"post","link":"https:\/\/stockviz.biz\/index.php\/2026\/06\/06\/index-and-funds\/","title":{"rendered":"Index and Funds"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Index funds and ETFs proved most naysayers wrong and finally took off post-COVID. Now, we are dealing with a problem of plenty.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/index-aum-dashboard.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The number of indices and index funds have skyrocketed with the vast majority of AUM concentrated in large-cap market-weighted indices.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/index-aum-top20.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/index-launch-vs-aum.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">As everything in investing, it is always better to wait for things to settle down before committing capital. Index post-launch returns tend to disappoint.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/index-pre-post-scatter.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/index-launch-returns.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And these numbers are worse for index funds.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/fund-pre-post-scatter.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/github.com\/stockviz\/blog\/blob\/master\/newsletter\/20260606\/fund-launch-returns.png?raw=true\" alt=\"\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">While investors win by having low-cost access to a wide range of strategies and sectors, they can still lose by rushing in to &#8220;hot&#8221; launches. Patience pays.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Charts and code on <a href=\"https:\/\/github.com\/stockviz\/blog\/tree\/master\/newsletter\/20260606\">github<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Index funds and ETFs proved most naysayers wrong and finally took off post-COVID. Now, we are dealing with a problem of plenty. The number of indices and index funds have skyrocketed with the vast majority of AUM concentrated in large-cap market-weighted indices. As everything in investing, it is always better to wait for things to &hellip; <\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3471],"tags":[31,3501,17],"class_list":["post-40890488","post","type-post","status-publish","format-standard","hentry","category-investing-insight","tag-etf","tag-index","tag-mutual-funds","entry"],"_links":{"self":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/40890488","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/comments?post=40890488"}],"version-history":[{"count":0,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/posts\/40890488\/revisions"}],"wp:attachment":[{"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/media?parent=40890488"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/categories?post=40890488"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockviz.biz\/index.php\/wp-json\/wp\/v2\/tags?post=40890488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}