Reletter
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ETF Investments

Weekly ETF breakdowns, comparisons, and analysis for thousands of investors who want to make smarter portfolio decisions

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues82Founded3 years agoLast Issue7 days ago
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Latest Issues

The ETF Now Holding 23% in SpaceX

A Private Company in a Public Wrapper

For most of SpaceX’s existence, owning a piece of it was off the table for everyday investors. Direct shares were reserved for accredited investors, employees, and institutional buyers with deep po...

7 days ago
9
1

VTI or VOO: Which Should You Own?

If you invest in index funds, you have probably stared at these two tickers and wondered whether you picked the wrong one.

holds the 500 largest companies in America.

owns almost the entire stock market.

One sounds broader, so it must...

9 days ago
9

5 ETF Themes Defining the 2026 Market

The 2026 stock market and it can be summed up in two numbers.

  • Hyperscalers are now on track to spend roughly $725B on AI infrastructure this year, with some Wall Street estimates pushing closer to $800B.

  • Brent crude has been trad...

22 days ago
17

Dividend ETFs Explained: A Beginner's Guide

Dividend ETFs Are Having a Moment

Something interesting is happening in the dividend ETF space right now.

In the first quarter of 2026, U.S. dividend income funds pulled in roughly $24.1 billion in net inflows, which marked the large...

a month ago
25
2

Forget Nvidia... The Real AI Trade Is Memory

An ETF with just 9 stocks crossed $3 billion in assets this week, hit an all-time high on Wednesday, and is up ~70% in 23 trading days.

I thought Thematic ETFs were dying...

After ’s drawdown, the post-ZIRP unwind, and a graveyard of nich...

a month ago
9
1

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