Mutual fund and ETF providers in the United States

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Statista dossier on Mutual fund and ETF providers in the U.S.

Table of contents

  • 1. Overview
    • Number of investment funds in the U.S. 2013-2020, by type

    • Total net assets of US-based mutual funds worldwide 1998-2020

    • Total net assets of ETFs in the U.S. 2002-2020

    • Leading mutual fund groups globally by assets 2021

    • Leading providers of ETFs in the U.S. 2021, by assets

    • Largest mutual funds worldwide in October 2021, by net assets

    • Largest ETFs in the U.S. in October 2021, by assets under management

    • Net industry funds flow for investment funds in the U.S.2021, by company

  • 2. Assets of leading providers
    • Total assets under management of BlackRock 2008-2021

    • Assets under management of Vanguard 1975-2021

    • Assets under management of Fidelity by type 2021

    • Total assets under management of State Street 2010-2020

    • Total client assets managed Charles Schwab 2013-2020

  • 3. Asset class distribution
    • Distribution of investment fund assets in the U.S. 2020, by asset class

    • Assets under management of BlackRock 2014-2020, by asset class

    • Discretionary assets under management of Fidelity by asset class 2021

    • Assets under management of State Street by asset class 2018-2020

    • Distribution of Charles Schwab's AUM by asset class 2016-2020

    • Net industry funds flow for investment funds in the U.S.2021, by asset class

  • 4. Product distribution
    • Active vs passive investment funds in the U.S. 2010 and 2020, by type

    • Assets under management of BlackRock 2020, by investment style and client type

    • Assets under management share of State Street by investment approach 2020

    • Expense ratio of mutual funds in U.S. in 2010, 2015, and 2019, with a 2025 forecast

  • 5. Largest funds
    • Largest BlackRock equity ETFs worldwide in September 2021, by net assets

    • Largest Vanguard investment funds worldwide in October 2021, by net assets

    • Largest Fidelity investment funds worldwide in October 2021, by net assets

    • Largest State Street investment funds worldwide in October 2021, by net assets

    • Largest Charles Schwab investment funds worldwide in September 2021, by net assets

  • 6. Fastest growing funds
    • Fastest growing BlackRock funds worldwide in September 2021, by one year return

    • Fastest growing Vanguard funds worldwide in October 2021, by one year return

    • Fastest growing Fidelity funds worldwide in October 2021, by one year return

    • Fastest growing State Street funds worldwide in October 2021, by one year return

    • Fastest growing Charles Schwab funds worldwide in September 2021, by one year return

  • 7. Consumer behavior
    • Net new cash flow to mutual funds in the U.S. 2000-2020

    • Net issuance of ETF shares in the U.S. 2006-2020

    • Household preference for banks or regulated funds in U.S., Japan, and the EU 2019

    • Share of households owning mutual funds in the U.S. 1980-2020

    • Share of households owning mutual funds in the U.S. 2020, by age of household head

    • Share of households investing in mutual funds in the U.S. 2020, by household income

  • 8. Outlook
    • Assets under management of U.S. mutual funds in 2010 and 2019, with a 2025 forecast

    • Active vs passive mutual funds in the U.S. 2010 and 2019, with a forecast for 2025

    • Predicated change in the regional distribution of ETF investments 2020-2023

    • Predicted growth of ESG share of ETF portfolios worldwide by region 2021

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