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VettaFi: Thematic Investments Now Have Lower Fees

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About this Episode: Taylor Krystkowiak, Investment Strategist at Themes ETFs, joined Bob Huebscher on VettaFi’s Gaining Perspective podcast to discuss our firm’s inaugural launch of 11 funds, our competitive fee structure, and the relevance of thematic investments in the current market environment.

About the Podcast: Gaining Perspective is hosted by Advisor Perspectives, one of the leading publications for financial advisors. The podcast series brings short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors.
Important Risk Disclosures:

Neither ALPS Distributors, Inc, Themes Management Company LLC nor Themes ETFs are affiliated with VettaFI.

Definitions:

Valuation: Valuation is the analytical process of determining the current (or projected) worth of an asset or a company. There are many techniques used for doing a valuation. An analyst placing a value on a company looks at the business’s management, the composition of its capital structure the prospect of future earnings, and the market value of its assets, among other metrics.

S&P 500: The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization. (Source: S&P Global as of 4 January 2024)

Average expense ratio for thematic ETFs: 0.60%. (Source: ETF.com, Universe of 321 Theme Investing ETFs, as of 31 December 2023).

Holdings Referenced:

Alphabet (GOOGL): Comprises 4.52% of the Themes Generative Artificial Intelligence ETF (WISE) as of 4 January 2024. Full holdings: themesetfs.com/etfs/WISE/

Amazon (AMZN): Comprises 4.28% of the Themes Generative Artificial Intelligence ETF (WISE) as of 4 January 2024. Full holdings: themesetfs.com/etfs/WISE/

Nvidia (NVDA): Comprises 5.71% of the Themes Generative Artificial Intelligence ETF (WISE) as of 4 January 2024. Full holdings: themesetfs.com/etfs/WISE/

JP Morgan Chase (JPM): Comprises 3.76% of the Themes Global Systemically Important Banks ETF (GSIB) as of 4 January 2024. Full holdings: themesetfs.com/etfs/GSIB/

UBS (UBS): Comprises 3.57% of the Themes Global Systemically Important Banks ETF (GSIB) as of 4 January 2024. Full holdings: themesetfs.com/etfs/GSIB/

The funds at Themes ETFs do not hold the U.S. Global Jets ETF (JETS).

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