Leading Active ETF TCAF Crosses $7 Billion AUM Milestone
The active ETF landscape has exploded in popularity over the recent years. The arrival of the 2019 ETF Rule has streamlined the launch process, enabling asset managers to bring innovative new strategies to market more efficiently.
TCAF: I Remain A Skeptic Owing To Mostly Disappointing Performance, Factor Mix
T Rowe Price Capital Appreciation Equity ETF is managed actively, with its goal being "to provide long-term capital growth." I believe TCAF will likely trail IVV this year owing to mostly weaker growth and GARP characteristics of its portfolio, as well as larger exposure to low beta names. TCAF's past performance is unconvincing. Over July 2023–March 2026, it underperformed IVV by 3.18% in annualized return as it captured only 86.79% of its upside.
Top Active ETF TCAF on Track for Major Milestone This Summer
Active ETFs have made waves in recent years, already outpacing passive ETFs in several key metrics this year. With rapid launches and notable flows, active ETFs have become a bigger and bigger part of investors' portfolios.
Active ETFs Again Set AUM Record in February
Key Takeaways Active ETFs again set global AUM record seeing huge jumps Active ETFs have produced net inflows for a remarkable 71 consecutive months Total active ETF AUM up 11.6% YTD Active ETFs have taken on a new level of significance in the ETF landscape, once again setting a record.
Advisors Seek Active ETFs as Market Concentration Rises
Financial advisors are turning to active ETFs as a solution to navigating concentrated markets. Recent survey data reveals that fundamental research and strong performance top their priority lists.
TCAF: Actively Managed Large-Cap Fund Not Yet Pulling Its Weight
TCAF is an actively managed large/mid-cap ETF led by David Giroux. Its expense ratio is 0.31% and the fund has $6.4B in assets under management since its launch in mid-2023. Using a bottom-up stock selection strategy, TCAF aims to outperform the S&P 500 Index with less risk. However, it's trailed SPY by nearly 12%, with volatility being only marginally lower. The ~2.5-year measurement period is short, and my returns distribution analysis indicates this period is highly unusual. A greater frequency of down months could help TCAF gain some ground.
You Probably Still Have Too Much Concentration Risk: Active Investing Can Help
Markets entered 2025 facing significant concentration risk. Indeed, 2024 saw almost half of its performance owe the Magnificent Seven.
T. Rowe Price Combines Passive & Active Benefits in 2 New ETFs
T. Rowe Price added two new ETFs to its suite this week that innovate on the firm's existing ETF roster. The T. Rowe Price Active Core U.S. Equity ETF (TACU) and the T.
This Active Equity ETF Navigates Uncertainty With an Income Twist
December is here, and markets look set for a hopeful but uncertain end to 2025. Key equity holdings, including leading megacap tech names like Nvidia (NVDA), have seen some volatility in recent weeks.
T. Rowe Price's ETF Suite Crosses $20 Billion AUM
The world of ETFs has seen major growth in recent years, with more than five years since the ETF rule supercharged ETF launches and availability. Myriad firms have joined the ETF space and looked to make their mark managing assets in the wrapper.
Leading Active ETF TCAF Sends Key Buy Signal
Investors have a growing number of active ETF options to choose from as the category continues to rise in prominence. As that category plays a bigger and bigger role in investor portfolios, choosing the right fund from that category matters.
VIDEO: ETF of the Week: TCAF
On this episode of the ETF of the Week podcast, VettaFi's Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) with Chuck Jaffe of Money Life.
