Eric Balchunas(@EricBalchunas):Mind bending chart showing the effects of passive and active funds buying and selling on stock performance. The analysis shows the stocks most heavily bought by both groups lagged similar-size peers by about 6% over the following year, with the biggest penalties in small and mid-caps. via @JSeyff Takeaway: it's hard to win whether you look outside the Big Fund bubble or inside of it.

Eric Balchunas

@EricBalchunas

Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.

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Eric Balchunas@EricBalchunas

2026.08.24 11:22

Mind bending chart showing the effects of passive and active funds buying and selling on stock performance. The analysis shows the stocks most heavily bought by both groups lagged similar-size peers by about 6% over the following year, with the biggest penalties in small and mid-caps. via @JSeyff Takeaway: it's hard to win whether you look outside the Big Fund bubble or inside of it.