Graph and download economic data for Exchange-Traded Funds; Total Financial Assets in Domestic Equity Funds, Transactions (BOGZ1FU564091600A) from 2002 to 2024 about ETF, equity, transactions, domestic, assets, and USA.

The number of exchange-traded funds (ETFs) in the United States has steadily increased. Starting with *** ETFs in 2003, this amount has grown to a total of ***** ETFs as of June 2025. The value of assets under management (AUM) allocated to ETFs in the United States has experienced a sharp increase. What is an ETF? An ETF is a pooled financial product that can be bought and sold on the stock market by retail and institutional investors. ETFs are structured to track the performance of underlying securities. This may range from tracking a singular underlying commodity to a diverse assortment of securities. Some of the largest ETF providers by market share in the United States as of 2025 included BlackRock and Vanguard, each accounting for approximately ********* or more of the U.S. market. Types of ETFs Broad-based domestic equity, global equity, and bond ETFs have the highest issuance rates of ETFs in the United States. A broad-based index sets a benchmark to track the performance of a group of underlying securities. A popular example includes the evaluated performance difference between the S&P 500 ESG and S&P 500 indexes.

View monthly updates and historical trends for US Assets of ETFs. from United States. Source: Investment Company Institute. Track economic data with YChar…

Graph and download economic data for Exchange-Traded Funds; Total Financial Assets in Other Funds (Commodity Funds), Transactions (BOGZ1FU564091703Q) from Q4 1946 to Q2 2025 about ETF, funds, transactions, financial, assets, commodities, and USA.

The total net assets of the exchange-traded funds (ETFs) in the United States amounted to approximately 10.31 trillion U.S. dollars in 2024. This compares to only 102 billion U.S. dollars in 2002, indicating the strong growth in popularity of this kind of investment fund over the last two decades.

Context

ETFs represent a cheap alternative to Mutual Funds and they are growing fast in the last years due to their passive approach (and the consequential lower fees). This dataset includes the financial information collected from Yahoo Finance and includes all U.S. Mutual Funds and along with their historical prices. Updated version relates to the November 2021 financial values.

Content

The file contains 23,783 Mutual Funds and 2,310 ETFs with: - General fund aspects (e.g. total_net_assets, fund family, inception date, etc.) - Portfolio indicators (e.g. cash, stocks, bonds, sectors, etc.) - Historical yearly and quarterly returns (e.g. year_to_date, 1-year, 3-years, etc.) - Financial ratios (price/earning, Treynor and Sharpe ratios, alpha, and beta) - ESG scores

Acknowledgements

Data has been scraped from the publicly available website https://finance.yahoo.com.

Inspiration

Datasets allow for multiple comparisons regarding portfolio decisions from investment managers in Mutual Funds and portfolio restrictions to the indexes in ETFs. The inspiration comes from the 2017 hype regarding ETFs, that convinced many investors to invest in Exchange Traded Funds rather than in Mutual Funds. Datasets will be updated every one or two semesters.

Graph and download economic data for Exchange-Traded Funds; Total Financial Assets in World Equity Funds, Transactions (BOGZ1FU564092603Q) from Q4 2001 to Q2 2025 about ETF, equity, transactions, World, and assets.

A collection of financial datasets that are regularly updated

Day Level Data | Type | Link | | --- | --- | | Stocks | https://www.kaggle.com/datasets/liewyousheng/historical-stock-dataset | | ETF | https://www.kaggle.com/datasets/liewyousheng/historical-etf |

View monthly updates and historical trends for US Number of Global/International Equity ETFs. from United States. Source: Investment Company Institute. Tr…

This statistic presents the financial assets of the exchange-traded funds in the United States from 2000 to 2018. In 2018, the financial assets of the exchange-traded funds in the United States was approximately **** trillion U.S. dollars.

Revenue for the Open-End Investment Funds industry has been increasing over the past five years. Open-end investment funds revenue has been growing slightly but remaining relatively steady at a CAGR of 0.0% to $196.1 billion over the past five years, including an expected increase of 4.2% in the current year. In addition, industry profit has climbed and comprises 33.1% of revenue in the current year. Overall, revenue has been increasing alongside overall asset growth, despite operators being forced to lower fees to meet shifting consumer preferences. The industry has encountered volatility due to the high-interest rate environment for most of the period. Higher interest rates reduce liquidity and make fixed income securities more attractive to investors due to less risk and more predictable interest payments. The industry has also encountered increased growth for ETFs and retail investors. The greatest shift in the industry has been an evolving investor preference for exchange-traded funds (ETFs). While mutual funds account for the majority of industry assets, growth in ETF assets has significantly outpaced that of mutual funds. Expenses that mutual fund investors incur have fallen from 0.5% of assets in 2018 to 0.4% in 2023, as industry operators have cut fees to attract new capital due to pressure from new funds (latest data available). Despite the high interest rate environment, the Fed slashed rates in 2024 and is anticipated to cut rates further in the latter part of 2025, which will boost asset prices. Open-end investment funds' revenue is expected to grow at a CAGR of 0.3% to $198.7 billion over the five years to 2030. The fears over inflation and a possible recession are expected to dominate the beginning of the outlook period. The Federal Reserve is expected to continue cutting interest rates as inflationary pressures ease. Investment companies' importance will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.

Overview

This dataset provides a comprehensive view of the SPDR Sector ETFs, representing various sectors of the U.S. economy. Each ETF corresponds to a specific sector within the S&P 500, offering an opportunity for investors to gain exposure to segments of the market. The data, including OHLCV (Open, High, Low, Close, Volume), is crucial for market analysis and modeling and has been extracted from Yahoo Finance using the yfinance library.

Content

The dataset consists of individual files for each SPDR ETF, covering sectors such as:

• XLC: Communication Services
• XLY: Consumer Discretionary
• XLE: Energy
• XLF: Financials
• XLV: Health Care
• XLI: Industrials
• XLB: Materials
• XLRE: Real Estate
• XLK: Technology
• XLU: Utilities

Additionally, a consolidated file all_sectors.csv contains detailed information with fields like:

• Ticker: Unique symbol identifying the ETF.
• Sector: Economic segment to which the ETF belongs.
• Date: Date of the data entry.
• Open: Starting price at the beginning of the trading day.
• High: Highest price during the trading day.
• Low: Lowest price during the trading day.
• Close: Final price at the end of the trading day.
• Volume: Total number of shares or contracts traded during the day.

Usage

This dataset is valuable for analysts, investors, and data enthusiasts looking to understand market dynamics, explore sector-wise performance, and build investment strategies. In the context of Kaggle, it's particularly relevant for creating machine learning models, artificial intelligence, and trend analysis, facilitating the identification of patterns and predictions in financial markets.

Acknowledgements

The information contained in this dataset is based on publicly available data from State Street Global Advisors and other reliable sources, with the OHLCV data specifically extracted from Yahoo Finance using the yfinance library. Users are encouraged to verify the data with official providers.

Note

Please use this data responsibly and be aware of any applicable legal and ethical considerations.

View weekly updates and historical trends for US Equities Mutual Fund and ETF Flows. Source: Investment Company Institute. Track economic data with YChart…

Graph and download economic data for Exchange-Traded Funds; Total Financial Assets in World Equity Funds, Transactions (BOGZ1FA564092603A) from 2002 to 2024 about ETF, equity, transactions, World, and assets.

Context

Thought it'd be useful to have a dataset of available US stock and ETF tickers with information. Also added market cap data so it's easier to sort.

Content

The data was grabbed from the IEX Trading API. The market cap will constantly change so it's only good to take it as a rough reference point to filter/sort the companies.

Acknowledgements

IEX Trading, IEX Finance Python Module

Inspiration

More of a reference set of data that could be used to further expand research into publicly traded US companies / ETFs.

https://www.googleapis.com/download/storage/v1/b/kaggle-user-content/o/inbox%2F16731800%2F2b87409e296a59d20dab602e6501f340%2Ffile9e063b84e35.gif?generation=1707771596337465&alt=media" alt="">

https://www.googleapis.com/download/storage/v1/b/kaggle-user-content/o/inbox%2F16731800%2F9d574862156fdd14299b6bcdf1d7c0e8%2Ffile9e048912e2.gif?generation=1707771713059014&alt=media" alt="">

US Funds Dataset: Unlocking Insights for Informed Investment Decisions

Exchange-Traded Funds (ETFs) have gained significant popularity in recent years as a low-cost alternative to Mutual Funds. This dataset, compiled from Yahoo Finance, offers a comprehensive overview of the US funds market, encompassing 23,783 Mutual Funds and 2,310 ETFs.

Data

The dataset provides a wealth of information on each fund, including:

General fund aspects: total net assets, fund family, inception date, expense ratios, and more. Portfolio indicators: cash allocation, sector weightings, holdings diversification, and other key metrics. Historical returns: year-to-date, 1-year, 3-year, and other performance data for different time periods. Financial ratios: price/earnings ratio, Treynor and Sharpe ratios, alpha, beta, and ESG scores. Applications

This dataset can be leveraged by investors, researchers, and financial professionals for a variety of purposes, including:

Investment analysis: comparing the performance and characteristics of Mutual Funds and ETFs to make informed investment decisions. Portfolio construction: using the data to build diversified portfolios that align with investment goals and risk tolerance. Research and analysis: studying market trends, fund behavior, and other factors to gain insights into the US funds market. Inspiration and Updates

The dataset was inspired by the surge of interest in ETFs in 2017 and the subsequent shift away from Mutual Funds. The data is sourced from Yahoo Finance, a publicly available website, ensuring transparency and accessibility. Updates are planned every 1-2 semesters to keep the data current and relevant.

Conclusion

This comprehensive dataset offers a valuable resource for anyone seeking to gain a deeper understanding of the US funds market. By providing detailed information on a wide range of funds, the dataset empowers investors to make informed decisions and build successful investment portfolios.

Access the dataset and unlock the insights it offers to make informed investment decisions.

View monthly updates and historical trends for US Number of Hybrid ETFs. from United States. Source: Investment Company Institute. Track economic data wit…

The largest exchange-traded fund (ETF) traded in the United States, as of August 16, 2025, was the Vanguard S&P 500 ETF, holding assets under management (AUM) of approximately *** billion U.S. dollars. The Vanguard S&P 500 ETF was one of the largest providers of ETFs in the United States. What are ETFs? An ETF is a basket of shares or other financial assets which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock. Are ETFs a good investment? As ETFs hold a basket of stocks and other financial assets, they are diverse and are considered low-risk investments. This makes them popular among risk-averse investors, beginners, or among those who plan to invest more long-term. The popularity of ETFs has increased dramatically in the last decade, which can be seen by the steady increase in the number of ETFs worldwide.

View monthly updates and historical trends for US Number of Broad-Based Domestic Equity ETFs. from United States. Source: Investment Company Institute. Tr…

The North America ETF Market is Segmented by Asset Class (Equity ETFs, Fixed-Income ETFs, Commodity ETFs, and More), by Investment Strategy (Active and Passive), by Investor Type (Retail and Institutional), by Distribution Channel (Direct and Digital Retail Platforms, Financial Advisors and Wealth Managers, and More), and by Country (United States, Canada, and Mexico). The Market Forecasts are Provided in Terms of Value (USD).