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TRX Balchunas: Ex-Elon ETFs are about outrage, not outperformance
Eric Balchunas wrote that the new Ex-Elon ETFs are more about outrage than outperformance, saying the performance difference of a broad index without them is "pretty microscopic" whether they rise or fall. He questioned whether that is worth 10x the fee of VOO, while saying he is all for choice and comparing the politics to an ESG ETF. He also said $XXSP led his new launch review for October.
Why “Confirmed”
- Backed by on-chain or flow data: Eric Balchunas
1 independent source group across 1 post · evidence score 80/100. How labels work
What the sources claim
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Balchunas argues the new Ex-Elon ETFs are more about outrage than outperformance.
“the new Ex-Elon ETFs are more about outrage than outperformance”
Eric Balchunas -
He says the performance difference of a broad index without these ETFs is pretty microscopic whether they go up or down.
“The perf dif of broad index of not having them is pretty microscopic (whether they up or down)”
Eric Balchunas -
He questions whether the product is worth 10x the fee of VOO.
“whether it is worth 10x the fee of VOO”
Eric Balchunas -
He says he is all for choice and that for some the politics could be strong enough to justify it, like an ESG ETF.
“i'm all for choice and for some the politics could be so strong its worth it for them a la an ESG ETF”
Eric Balchunas -
He says $XXSP led his new launch review for October.
“$XXSP led our new launch review for Oct”
Eric Balchunas
Sources
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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-11-08 00:00 UTC. Labels are computed from the sources, not by the model.