Jun 26, 2025
The “Bespoke 50” is a basket of noteworthy growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s analysis. There were 11 changes to the list this week.
The Bespoke 50 is available with a Bespoke Premium subscription or a Bespoke Institutional subscription. With Bespoke Premium, you’ll receive a number of daily market updates from us along with our weekly newsletter and a portion of our investor tools. With Bespoke Institutional, you’ll receive everything that’s included with Premium plus additional daily macro analysis and more stock-specific research.
To see all 50 stocks that currently make up the Bespoke 50, simply start a two-week trial to Bespoke Premium or Bespoke Institutional.
The Bespoke 50 performance chart shown does not represent actual investment results. The Bespoke 50 is updated monthly on Thursdays unless otherwise noted. Performance is based on equally weighting each of the 50 stocks (2% each) and is calculated using each stock’s opening price as of Friday morning after publication. Entry prices and exit prices used for stocks that are added or removed from the Bespoke 50 are based on Friday’s opening price. Any potential commissions, brokerage fees, or dividends are not included in the Bespoke 50 performance calculation, but the performance shown is net of a hypothetical annual advisory fee of 0.85%. Performance tracking for the Bespoke 50 and the Russell 3,000 total return index begins on March 5th, 2012 when the Bespoke 50 was first published. Past performance is not a guarantee of future results. The Bespoke 50 is meant to be an idea generator for investors and not a recommendation to buy or sell any specific securities. It is not personalized advice because it in no way takes into account an investor’s individual needs. As always, investors should conduct their own research when buying or selling individual securities. Click here to read our full disclosure on hypothetical performance tracking. Bespoke representatives or wealth management clients may have positions in securities discussed or mentioned in its published content.
Jun 25, 2025
Investors continue to pump money into ETFs, and there are now 188 in the US with more than $10 billion in assets and 13 with more than $100 billion.
The 188 ETFs that each have more than $10 billion in assets have a combined AUM of $8.7 trillion, while the 13 that have more than $100 billion each combine for $3.7 trillion. Similar to the mega-caps dominating the S&P 500, the “mega-ETFs” dominate the ETF world.
Below is a list of the largest US ETFs by AUM along with their year-to-date performance and expense ratios.
The three biggest ETFs all track the S&P 500. The Vanguard S&P 500 ETF (VOO) is the biggest with $682 billion in AUM, followed by the first-ever ETF – SPY – at $611 billion and the BlackRock-owned iShares Core S&P 500 ETF (IVV) at $585 billion.
The next two largest are Vanguard’s Total Stock Market (VTI) at $486 billion and Invesco’s QQQ Trust (QQQ) at $337 billion.
Vanguard’s FTSE Developed Markets ETF (VEA) is the biggest global stock market ETF, followed by the iShares Core MSCI EAFE ETF (IEFA).
There are two fixed income ETFs with $100+ billion in AUM: Vanguard’s Total Bond Market (BND) and iShares’ Core US Aggregate Bond (AGG). And finally, the SPDR Gold Shares ETF (GLD) has also eclipsed the $100 billion mark recently after gaining 26.5% on the year.
Of the ETFs shown, GLD has the highest expense ratio at 0.40% per year, but that’s not too bad considering all the gold it has to store!
While not yet at $100 billion in AUM, the iShares Bitcoin Trust (IBIT) is currently the 24th largest US ETF at $71 billion. That represents roughly 3.3% of Bitcoin’s total market cap of $2.14 trillion. With a 0.25% expense ratio, that’s a cool $177.5 million in annualized fees for BlackRock (BLK) from that ETF alone. That’s also $2 million more than the $175.5 million they get from the 3 basis points charged on their S&P 500 ETF (IVV).
Jun 20, 2025
See what’s driving market performance around the world in today’s Morning Lineup. Bespoke’s Morning Lineup is the best way to start your trading day. Read it now by starting a two-week trial to Bespoke Premium. CLICK HERE to learn more and start your trial.
“There, where I have passed, the grass will never grow again.” – Attila the Hun
Below is a snippet of commentary from today’s Morning Lineup. Start a two-week trial to Bespoke Premium to view the full report.
It’s a quiet Friday morning so far, so below is an updated look at where the mega-caps stand heading into this final trading day of the week. While seven of eight are all more than 5% above their 50-day moving averages, Apple (AAPL) remains stuck in a downtrend and is 2.6% below its 50-DMA.
The last six months have been a struggle for Apple (AAPL), which is sitting below $200/share after peaking just below $260 on the day after Christmas 2024.
