2026-01-01 12:22:21

Looking at the recent performance of mainstream ETFs, it's quite clear to see the market divergence.

Technology funds are the top performers—ARKK (focused on disruptive technology) surged to 36%, and these fund managers are really telling a bullish story. MAGS (betting on the seven giants of AI) increased by 23%, and momentum-based MTUM also followed with a 22% rise. The large-cap growth stock ETF IWRF gained 18%, while the value-oriented IWRD was a bit slower at 16%.

On the managed futures side, DBMF rose by 14%, and high-yield bonds HYG gained 9%. Mid-term government bonds IEF only increased by 8%, showing conservative strategies remain conservative. Mid-cap stocks MDY only went up by 7%, low-volatility strategy SPLV just 4%, and municipal bonds MUMF also only 4%.

The most painful is ETHA (Ethereum ETF), which dropped by -11%. This contrast is particularly interesting—traditional finance and crypto assets are moving in completely opposite directions. On one side, tech stocks and AI concepts are skyrocketing, while mainstream crypto assets are adjusting. This kind of divergence is worth paying attention to, especially for those involved in asset allocation.

ETH0,44%

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RadioShackKnight

· 8h ago

Wow, ARKK is already at 36, while ETHA is still struggling at -11. The gap is incredible... --- When the AI seven giants are skyrocketing, Ethereum is moving in the opposite direction. It’s really funny. This is the current market. --- The recent tech surge is outrageous, but it feels a bit虚 (虚 could mean 'hollow' or 'unstable'). --- Bonds are only 4%, still too stable, it’s uncomfortable. --- Traditional finance and crypto’s "love and hate" relationship is real—one is heaven, the other hell. --- MTUM is only 22%? I thought it would be more暴力 (violent). --- -11% looks quite painful, but thinking冷静 (calmly), maybe it’s an opportunity. --- Managed futures at 14%, it’s a default底 (bottom) protection plan. --- This phenomenon of differentiation is indeed worth pondering; we need to重新审视 (reassess) our allocation strategies.

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MechanicalMartel