Investment selection, ETF research
How Active Is Your ETF’s Index?
Many investors assume that because ETFs track indexes, they follow passive index investment strategies. That’s no longer true.
As ETF Costs Go Down, Pricey Alternative ETFs Emerge
Expense ratios are decreasing thanks to passive index ETFs, but some fund managers are getting creative with new ways to justify higher fees.
Debunking Myths About ETF Liquidity
What exactly happened with ETFs on Aug. 24? Here’s what: A sequence of global volatility, trading disruptions, and thoughtless selloffs. We break down what happened and why.
ETFs Are Better Than Mutual Funds for a 401(k)
401(k)s are mostly invested in mutual funds, which may have hidden fees. Passive ETFs are more transparent and better for 401(k) plan participants.
The ETF: Portfolio Management’s Best Tool
We believe ETFs’ superior cost, transparency, and tax management make them the ideal investment tools for the modern world.
Why Sector ETFs May Not Make Sense in a Passive Portfolio
Just because something is called a “passive ETF” does not necessarily mean it is best for an investor who subscribes to a passive investing philosophy.
Eliminating the Black Box: How We Automated ETF Selection
The 30 funds we use in our portfolio were selected on merits so clear that we codified it. Here’s how we narrowed our ETFs down to 30 from more than 1,600 choices.
Why Your Index Fund Has a Different Return Than Its Index
When it comes to your returns, indexes matter. But the fund you choose to mimic that index matters even more.
The Hidden Costs Inside Mutual Funds
Investors pay, on average, 0.35% more for an index-tracking mutual fund than for an index-tracking ETF, based on the expense ratio.
When “Tax Efficiency” Means Lower Investor Returns
Marketing jargon can make this term mean a lot of different things. Here’s the right way to consider tax efficiency when selecting portfolio funds.
Is ‘Smart’ Beta Just Expensive Beta?
'Smart' beta funds are the newest in a long line of investment funds offering the possibility (not the guarantee) of higher risk-adjusted returns compared to the market.
Investment Selection: Building Portfolios, Fund by Fund
Building and managing an investment portfolio is a bit like building a piece of furniture. Here are the tools we used.