The ETF market continues its impressive growth. At the end of 2021, the ETF industry recorded $10.27 trillion in total assets. Experts project that it will DOUBLE to $20 trillion by 2026!¹
It makes sense! ETFs combine desired features of mutual funds and stocks – such as conveniently pooled funds and trading flexibility, respectively – but often with lower fees and generally greater tax efficiency.
But there’s more to ETFs than just being cheaper. Buying an ETF (or several!) could be a smart move for investors looking for…
Rather than spending your time and energy on all the legwork of picking and rebalancing the individual stocks on your own, an ETF handles all of it efficiently.
ETFs typically blend stocks (or bonds, or other assets) together for a complementary strategy. This gives you instant exposure to a range of investments – in a combination that aims to manage risk.
Just as you’d buy an individual stock, you can buy an ETF straight from your brokerage account anytime during market hours. All you need to do is type in the ticker symbol (i.e. TMFC), select the number of shares you’d like to buy, and submit.
Mutual funds only disclose their holdings monthly or quarterly. ETFs disclose their holdings EVERY DAY, making it much easier to access information about a fund’s exposure to different geographies, sectors, industries, and individual stocks.
Learn more on our Insights Blog
The Surprising Truth About the S&P 500 and the “Magnificent 7” in 2024
The S&P 500 is a market cap weighted index. In fact, most major benchmark indices – with the notable exception of the Dow Jones Industrial Average –...
A Cure for Bad Investment Timing
Did you pull back on your investments last year, fearful the markets would stay down for a prolonged period? Trust us, you weren’t alone. Investors...
For professional investors seeking innovative solutions to serve your clients' needs, discover our insightful, free resources made just for you, plus learning opportunities and events exclusively for advisors.