ETF & Mutual Fund, Research, Video

Top ETF Trends in 2025: Tariffs, Private Credit, and Fee Wars

Aniket Ullal, SVP and Head, ETF Research & Analytics
10 April 2025

Summary

From geopolitical shocks to surprise tariffs and the steady march of innovation, ETF markets are evolving fast. In the full video, our research team breaks down the biggest stories so far this year:

  • Tariffs: Unexpected scope has hit some countries and sectors hard—while others, like Brazil and low-volatility equity strategies, are holding up well.
  • Private Credit ETFs: Products like PRIV are opening new doors for retail and institutional investors, but the details of holdings still matter.
  • Fee Cuts: Vanguard is leading a new wave of cost compression, which could reshape investor returns and fund flows.

Watch a short snippet of the full video.

What You’ll Learn

In this exclusive full video from Aniket, you will gain insights into:

  • Which sectors and countries are weathering tariff headwinds—and why
  • The rise of private credit ETFs and what investors should watch for in underlying holdings
  • How Vanguard’s fee cuts are disrupting the ETF ecosystem
  • The unexpected outperformance of niche ETFs like Brazilian equities and Chinese tech
  • Geopolitical and AI-related catalysts influencing ETF flows

Want the full breakdown? Watch The Full Video Now.

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