Mutual Fund and ETF Fees Remained Near Historic Lows in 2025
you are currently viewing:Mutual Fund and ETF Fees Remained Near Historic Lows in 2025March 25, 2026-Average expense ratios for both actively managed and index mutual funds have decreased over the past 29 years, contributing to the overall decline in mutual fund expense ratios, a new report released today by the Investment Company Institute (ICI) shows. Similarly, average ETF expense ratios have seen a marked decline since 2017. The report, Trends in the Expenses and Fees of Funds, 2025, finds that from 1996 to 2025, average expense ratios fell 62% for equity mutual funds and 57% for bond mutual funds. Over the past nine years, expense ratios for index equity and bond ETFs have declined by 33% and 50%, respectively. Source: Investment Company Institute |
March 19, 2026-On March 19, 2026, a supplement was filed notifying shareholders of the Vest 2 Year Interest Rate Hedge ETF (HYKE) and the Vest 10 Year Interest Rate Hedge ETF (RYSE) respectively (each, a "Fund" and collectively, the "Funds") that the Board of Trustees of ETF Series Solutions Trust has approved the closure and liquidation of the Funds.
March 19, 2026-Roundhill WeeklyPayTM Universe ETF (WPAY) to be renamed Roundhill Top WeeklyPayTM ETF (TOPW)
Launched in partnership with Tidal Investments LLC, the actively managed fund is built around distinct return characteristics tied to Bitcoin.
March 19, 2026-Capital-efficient ETF designed to add international equity exposure alongside core U.S. holdings
WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced the launch of the WisdomTree Efficient U.S. Plus International Equity Fund (NTSD), listed on the New York Stock Exchange (NYSE), with an expense ratio of 0.35%.
March 19, 2026-New ETFs provide investors with expanded stock and bond investment options aligned with values across Christian denominations.
Faith Investor Services, LLC ("FIS"), a faith-based investment firm offering ETFs and wealth management solutions aligned with Christian values, today announced the launch of three new exchange-traded funds (ETFs). This expands the firm's faith-based ETF platform to five total funds.
March 19, 2026-New Active ETFs Expand Innovative Derivative Income Suite
J.P. Morgan Asset Management today announced the launch of two new active ETFs on the Nasdaq Exchange as part of the firm's landmark derivative income suite, the JPMorgan Equity Premium Yield ETF (ROCY) and the JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ).
March 18, 2026-XFUNDS by Nicholas Wealth, a leading provider of actively-managed income ETFs, today adds the Nicholas Bitcoin Tail ETF (NYSE: BHDG) to its growing ETF suite.
Launched in partnership with Tidal Investments LLC, the actively managed fund is built around distinct return characteristics tied to Bitcoin.
March 18, 2026-U.S. Gold Corp. (NASDAQ: USAU) (the "Company" or "U.S. Gold") is pleased to announce that the Company has been included in the VanEck Junior Gold Miners ("GDXJ") exchange-traded fund ("ETF"), effective at the close of markets on March 20, 2026, pursuant to the GDXJ quarterly rebalance.
March 18, 2026-QEW tracks the Nasdaq-100 Equal WeightedTM Index, offering investors a balanced way to access the innovation leaders featured in Invesco QQQ
Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced the expansion of the Invesco QQQ Innovation Suite with the launch of the Invesco QQQ Equal Weight ETF (QEW).
March 18, 2026-Reflects strong enthusiasm for the Tradr family of single-stock and calendar reset leveraged ETFs
Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it has surpassed $3 billion in assets under management (AUM) in under two years since its launch.
March 17, 2026-As part of its ongoing commitment to regularly review its product lineup, AGF Investments Inc. (AGF Investments) (TSX:AGF.B) today announced a series of changes to further streamline its product suite, including pricing reductions, fund terminations and a fund merger.