2026-01-07 18:25:40

Last year's ETF inflows tell an interesting story: just 50% flowed into ultra-low-cost options (10 basis points or below), marking the lowest share in years. Here's the thing though—this isn't investors abandoning bargain fees. Half of $750 billion still counts as serious capital. The real shift? The ETF landscape itself has exploded. You've got legacy active management products, new buffer strategies, and all sorts of tactical plays entering the mix. It's less about fee wars cooling down and more about the market offering way more options now. The competitive race for basis points? Still running, just with a bigger playground.

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ParanoiaKing

· 10h ago

50% of the low-cost ETF seems small, but half of the 750 billion is still real money. The market just has more options, so the funds are more dispersed. --- So, it's not that investors suddenly stop caring about fees, but that there are too many choices, and we get overwhelmed. --- Interesting, the fee war isn't over; it's just that the battlefield has expanded, and there are more participants. --- Looking at the declining proportion of low-cost products, it's actually a sign of market maturity. Otherwise, how could there be so many new innovations? --- Spending 75 billion in different areas shows that everyone's ideas are changing, and it's not just the group chasing cheap prices. --- The issue of basis points will never end; it all depends on who can keep competing in the new gameplay.

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AltcoinMarathoner

· 01-07 18:52

ngl the fee war narrative is lazy. $750B flowing in and people act surprised only 50% picked the cheapest option? that's not investors giving up on value, that's just... market evolution, innit. like mile 20 of an ultra – you're past the sprint mentality, now it's about what actually *works* for your strategy, not just chasing the lowest basis points anymore

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MemeCoinSavant

· 01-07 18:50

yo so the fee wars never stopped, they just got drowned out by the noise of 750B flowing into literally everything else lmao. classic case of moving goalposts disguised as market maturation fr fr

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WhaleWatcher

· 01-07 18:43

It's broken 50%, and this is truly worth paying attention to. It's not that the fee wars have stopped; there are just too many options, and it's dazzling.

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NotSatoshi

· 01-07 18:42

Oops, 50% flows into low-cost ETFs. It sounds less, but half of 750 billion is still half. The logic checks out. Active management is really getting more competitive. Clearly, the fee war is already outdated. Speaking of which, with more options, investors might actually get more confused. I just don't believe no one gets dizzy from all kinds of buffer strategies and tactical products. The point competition hasn't stopped; it's just moved to a more lively stage. With the market so competitive, will there still be a way for purely low-cost passive funds in the future? It's really just "You think no one cares about fees, but actually the stage has changed." Clever.

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FloorSweeper

· 01-07 18:25

nah this is just capital rotating into complexity, not abandonment of low fees. smart money knows passive index plays are crowded now... the real edge is elsewhere tbh

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