Source: ETF.com
To be clear, in no way am I calling for the demise of EEM and VWO. In fact, I expect them to remain the dominant emerging market ETFs in the coming decade.
But I wouldn’t be surprised if EEM and VWO didn’t regain that 90 percent of total assets level, as investors increasingly become selective in their emerging market exposure.
There’s now more than $108 billion in U.S.-listed, broad emerging market ETFs. I wouldn’t be surprised to see other emerging market ETFs continue to gain a larger percentage of that large pie.