Rosenbluth: Avoid gaps and overlaps in ETF portfolios

July 30, 2018

 

In the latest issue of ETF Perspectives, Vanguard insights for financial advisors™, Todd Rosenbluth, senior director of ETF and Mutual Fund Research at CFRA, discusses the differences between similar ETFs and the potential gaps and overlaps that can occur in client portfolios. He also explains how CFRA evaluates ETFs.

Also in the summer issue:

  • Trading international ETFs. The Vanguard U.S. ETF Capital Markets Team offers best practices for trading international ETFs and spells out why it can cost more to trade them.
  • Diversify with international ETFs. Rich Powers, head of Vanguard ETF Product Management, outlines the options for advisors among a world of choices.
  • Learn about liquidity. Matt Jiannino, head of Vanguard Quantitative Equity Product Management, shows how managers can tap the liquidity factor premium with Vanguard U.S. Liquidity Factor ETF.
Additional materials

To get past ETF Perspectives articles, go to our ETF Perspectives page. You can also access past issues from the ETFs topic page under the Research & Commentary tab of our advisors website.

Notes:

  • Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
  • All investing is subject to risk, including possible loss of principal.
 

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