Resources ‹ index funds s s Articles tagged index funds Goals and Advice Bogle and Buffett’s Advice Is Good—But You Can Do Better Based on our research, we expect a globally diversified portfolio, with tax optimization, to outperform the S&P 500 over the long term. Read More ETFs 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. Read More 401(k)s and IRAs How to Select Investments for Your 401(k) 401(k)s are offered through your employer, but your boss isn’t always going to walk you through your investing options. Here’s a Betterment “hack” for your plan. Read More ETFs 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. Read More Portfolio Management With Market Timing, Even If You Win, You Lose (Hint: Taxes) When you’re actively trading, short-term capital gains taxes will cripple your take-home returns. Read More ETFs This Is Why an ETF Portfolio Serves You Better ETFs are the next level in access, flexibility, and cost. Here’s a look at the five key attributes that make ETFs right for Betterment customers. Read More Advanced Investing Get All the Returns You Deserve We set out to make investing more efficient—and we have. With our platform, your investor returns can get a boost of 4.30%. Read More Advanced Investing Why Index Fund Portfolios Win For the first time, a new study takes on the passive vs. active debate at the portfolio level. Guess which one wins? Read More Portfolio Management Why a Value Investor Is Better Off in a Portfolio Value investing expert Bruce Greenwald says individuals are best served by funds and portfolios rather than individual stocks. Read More Advanced Investing Nobel Prize-Winning Investing Betterment philosophy synthesizes the lifelong work of two recent Nobel laureates. Read More Advanced Investing Low-Cost Investing? Betterment Picks Up Where Vanguard Ends It's not just about comparing products. It's about understanding the changes that are revolutionizing how you handle your finances. Read More What Betterment Offers Retirement Solutions at Betterment We provide solutions for every stage of retirement planning. Betterment IRAs Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.