Successful Active Equity ETF Managers to Answer Questions

With actively managed ETFs, advisors and clients are willing to pay a premium relative to investing in an index-based approach. However, they want to be rewarded. In 2023, VettaFi is seeing this occur and is eager to share more about some of these active equity ETF strategies.

On Thursday, September 21, we will be hosting a VettaFi Equity Symposium. Joining Tom Lydon and I will be portfolio managers and ETF leaders behind some strong-performing active equity ETFs. Join us and hear them answer questions about the equity market and what’s ahead.

Identifying Growth Prospects in the Large-Cap Segment

At 11 a.m., we will be hearing from Sonu Kalra, a portfolio manager at Fidelity. He runs the Fidelity Blue Chip Growth ETF (FBCG), which was up 44% year to date as of September 12. This compares favorably to the iShares Russell 1000 Growth ETF (IWF) and its 30% gain. FBCG uses the Russell 1000 Growth index as its benchmark and charges a 0.59% expense ratio that is 40 basis points more than IWF. Kalra will be part of a large-cap equity discussion with VanEck.

According to a Fidelity second-quarter review, FBCG’s strong performance was aided by its stock selection of Meta Platforms and Nvidia. But I’m eager to learn more.