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ETFs

Making sense of a crowded landscape

ETFs

Making sense of a crowded landscape

Exploring falling ETF costs

How to position ETFs

Video  |  Transcript available

ETFs can be great vehicles for implementing strategies and achieving goals, but some clients are hesitant to include them in a portfolio. In this video, Vanguard’s Rich Powers shares his thoughts on how to educate clients about the benefits of investing in ETFs.

In this video, Vanguard's Rich Powers shares his thoughts on how advisors can educate clients about the benefits of ETFs and overcome clients’ objections.

  Watch video

 | 

  Read transcript

A Q&A with Barry Ritholtz: ETF Perspectives

Article

Barry Ritholtz describes the beauty of ETFs, and how his firm marries asset allocation and financial planning to create more value for clients.

Barry Ritholtz describes the beauty of ETFs, and how his firm marries asset allocation and financial planning to create more value for clients.

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Factors driving ETF adoption

Whitepaper

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

Newer Vanguard investors are increasingly using ETFs as their primary investment vehicle, researchers have found.

  Read executive summary

 | 

  Read white paper

ETFs and the international market

Video  |  Transcript available

More and more advisors are using ETFs to help their clients gain access to international markets. In this video excerpt, experts break down things to consider when adding international ETFs to a portfolio and offer some cautions when trading international ETFs.

More and more advisors are using international ETFs. In this video excerpt, experts break down what to consider when adding these types of ETFs to a portfolio.

  Watch video

 | 

  Read transcript

Vanguard's investor insights help advisors

Article

This article looks at Vanguard's commitment to offering advisors practical, useful research as well as enduring insights, with an overview of the Vanguard Center for Investor Research (CIR), including its latest paper, Early ETF adoption among self-directed investors.

This article looks at the Vanguard Center for Investor Research, how it benefits advisors, and its paper, Early ETF adoption among self-directed investors.

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The layers of liquidity

Video  |  Transcript available

Vanguard recently gathered internal and external experts for a webcast, live from Inside ETFs. In this video excerpt, the panelists discuss the layers of ETF liquidity, implied liquidity vs. volume, and liquidity specific to investment types, including mutual funds.

In this excerpt of the Inside ETFs webcast, panelists discuss the layers of ETF liquidity, including how it differs in equities versus fixed income.

  Watch video

 | 

  Read transcript

ETFs versus mutual funds

Video  |  Transcript available

Vanguard recently gathered internal and external experts for a webcast, live from Inside ETFs. In this video excerpt, the panelists discuss significant differences, from an investor standpoint, between ETFs and mutual funds, and address commonly held misconceptions.

In this excerpt of the Inside ETFs webcast, panelists discuss significant differences, from an investor standpoint, between ETFs and mutual funds.

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 | 

  Read transcript

Choosing an ETF: What do the experts look for?

Video  |  Transcript available

Vanguard recently gathered internal and external experts for a webcast, filmed live at Inside ETFs. In this video, the panelists discuss challenges in the marketplace that could push ETF prices to drop even lower and what factors to consider when analyzing products.

In this excerpt of the Inside ETFs webcast, panelists discuss challenges or forces in the marketplace that could push ETF prices to drop even lower.

  Watch video

 | 

  Read transcript

A drop in the bucket: Indexing's share of U.S. trading activity

Whitepaper

Vanguard researchers created a methodology to calculate the trading volume on U.S. exchanges that's attributable to index funds.

Our researchers look at the impact index funds have on the capital markets and overall trading volume.

  Read executive summary

 | 

  Read white paper

Podcast: Inside Inside ETFs 2019—a ringside seat at the conference

Audio  |  Transcript available

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers gives listeners an insider's view of the recent Inside ETFs conference in Hollywood, Florida--the showcase of the vibrant and growing ETF industry.

In this 16-minute podcast, Vanguard ETF product management expert Rich Powers provides investors with exciting highlights of the recent Inside ETFs conference.

  Listen to audiocast

 | 

  Read transcript

Webcast replay: Vanguard--Live from Inside ETFs

Article

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

This replay of Vanguard's webcast from the Inside ETFs conference features experts from inside and outside Vanguard discussing the ETF landscape.

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A Q&A with Nate Geraci: The best portfolio is the one your clients stick to

Article

Registered investment advisor Nate Geraci, the president of The ETF Store, stresses the importance of knowing how to pick ETFs that can potentially align with clients' investment objectives from a big sea of choices.

Registered investment advisor Nate Geraci stresses the importance of knowing how to pick ETFs that align with clients' objectives from a sea of choices.

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Busting two myths about bond ETF liquidity

Article

Adam DeSanctis, an analyst with the Vanguard U.S. ETF Capital Markets Team, makes the case that with the popularity of bond ETFs growing, it’s time to understand thoroughly how bond ETFs remain highly tradable--even in roiled markets.

With the popularity of bond ETFs growing, it may be time to understand thoroughly how bond ETFs remain highly tradable--even in roiled markets.

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Designing factor portfolios for your clients

Article

Fran Kinniry, Vanguard's global head of Portfolio Construction, explains that creating an investment portfolio with a factor-based focus comes down, as it always does, to understanding your clients' goals and their appetite for risk.

Creating an investment portfolio with a factor-based focus comes down to understanding your clients' goals and their appetite for risk.

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ETF Perspectives--Winter 2019

Article

The winter issue of ETF Perspectives explores the belief that even though investors have been big winners as ETF fees have dropped, advisors need to help clients keep their long-term goals on track by choosing low-cost ETFs that also avoid various hidden costs.

The winter issue of ETF Perspectives explores the importance of helping clients pick the right ETFs in a world where the number of choices is expanding.

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Understanding the growth and acceptance of bond ETFs

Article

Learn how the growing popularity and adoption of bond ETFs reflect the ways that indexing works in fixed income, and understand why bond ETFs can be a safe and liquid choice that dovetails well with your clients' long-term strategic investment objectives.

Learn how the growth of bond ETFs reflects the ways indexing can work in fixed income and why bond ETFs can be a safe and liquid choice for investors.

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A portfolio stabilizer: Global (hedged) bonds

Article

Vanguard research shows global bonds can provide additional diversification. The research found that the benefits of diversification resulted when bonds from all markets and issuers were included, provided, however, they were hedged against currency fluctuations.

Vanguard research shows that global bonds can provide additional diversification, but only if those bonds are hedged against currency fluctuation.

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ETF Perspectives--Fall 2018 issue

Article

The Fall 2018 issue of ETF Perspectives explores how using strategic model portfolios can help advisors streamline their practices and focus on deeper wealth management, while at the same time potentially increase the chances of clients reaching their goals.

ETF Perspectives, Fall 2018 issue explores how using strategic model portfolios can help advisors streamline their practice and focus on wealth management.

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Streamline your practice with strategic model portfolios

Article

FactSet's director of ETF Research explains how strategic model portfolios can be an efficient approach to asset allocation for advisors looking to streamline their businesses and for clients looking for ways to potentially increase their odds of success.

FactSet's director of ETF Research explains how strategic model portfolios can be an efficient approach to asset allocation for both advisors and clients.

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Series

ETF Perspectives

ETF Perspectives brings you insights from a variety of leaders while sharing Vanguard's own research on ETFs.