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ETFs

Making sense of a crowded landscape

ETFs

Making sense of a crowded landscape

ETF Perspectives—Summer 2018

Our experts talk factors and ETFs at recent conferences

Article

A panel of three Vanguard investing experts summarized their experiences at the Morningstar Investment Conference and the Inside Smart Beta & Active ETFs Summit.

Three Vanguard investing experts discussed what they learned at two recent industry conferences.

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Fingerprints and bear markets: No two are the same

Blog

If you choose to use active management, the best way to increase odds of success is to select low-cost managers.

If you choose to use active management, the best way to increase odds of success is to select low-cost managers.

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ETF Perspectives—Spring 2018

Article

Eric Balchunas, senior ETF analyst with Bloomberg Intelligence, debunks the recent criticism of ETFs and indexing, then explains why ETF investors are "loving life." Find out how our six new ETFs are designed to focus on their designated factor or factors.

Eric Balchunas, senior ETF analyst with Bloomberg Intelligence, debunks the criticisms of indexing and ETFs, then explains why ETF investors are "loving life."

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The case for low-cost index fund investing

Article

Low-cost indexing's popularity has swelled thanks to an increased scrutiny of costs among investors. Could indexing's popularity dampen its long-term strengths? This paper explains why Vanguard expects low-cost indexing's success to persist for the foreseeable future

This paper reviews low-cost index fund investing and why Vanguard expects indexing to maintain its levels of success and popularity for the foreseeable future.

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Factor-based investing: The rationale and the risks

Audio  |  Transcript available

Factor funds are not for every investor but they do serve a definite role in the marketplace. In this podcast, Frank Chism, a senior product manager with Vanguard Portfolio Review Department, highlights what is driving interest in these investments.

In this podcast, Vanguard senior product manager Frank Chism highlights what is driving interest in factor-based investing.

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2018 Inside ETFs recap with Vanguard

Video

In his Inside ETFs keynote, "Capitalizing on disruption," Vanguard President and CEO Tim Buckley discussed how to make the most of technological changes in the industry. John Ameriks shared his thoughts on factor investing, and Fran Kinniry addressed the future of ETFs.

Get a recap of 2018 Inside ETFs, with insights from Vanguard leaders on the future of ETFs.

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ETF Perspectives—Winter 2018

Article

Inside ETFs' Matt Hougan looks at the 25th anniversary of the first U.S. ETF and talks about how ETFs have helped change the culture of finance and how they are now transforming the bond market. Also, how the ETF of ETFs structure can be effective.

Inside ETFs' Matt Hougan looks at the 25th anniversary of the first U.S. ETF and talks about how ETFs have helped change the culture of finance.

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Technology isn't a threat—It's an opportunity

Article

Many in our industry see only doom when it comes to automation. But automation in reality opens the door to provide greater client value than ever before.

Many in our industry see only doom when it comes to automation. But automation in reality opens the door to provide greater client value than ever before.

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Beyond low costs: What investors need for success

Article

Low costs are a good starting point, but investors need more for success. Morningstar research recognizes Vanguard's people and process.

Morningstar research recognizes Vanguard's people, process, and low fee heritage.

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ETF Perspectives—Fall 2017

Article

Cerulli's Jennifer Muzerall, an associate director, explains how advisors tend to be customizers, modifiers, or outsourcers when using ETFs. She also describes why advisors are increasingly moving toward model portfolios and how that transforms their practices.

Cerulli's Jennifer Muzerall explains how advisors tend to be customizers, modifiers, or outsourcers when using ETFs, and why many are using model portfolios.

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In pursuit of alpha: Evaluating active and passive strategies

Article

Clients hoping to achieve a high net alpha might think active funds are their best bet. But dismissing funds with an index label could be a shortsighted move. Our new research examines funds' factor-adjusted gross and net alphas to help determine the drivers of alpha.

This research paper examines U.S. equity funds' factor-adjusted gross and net alphas over the past 12 years to help determine the drivers of alpha.

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Price isn't everything; it's the only thing (or is it?)

Article

Price isn't everything. Nor is it the only thing. When looking at differences between two low-cost ETFs, other criteria matter more than 1 basis point of difference in the expense ratio. Here are five points for due diligence.

Price isn't everything. When looking at differences between two low-cost ETFs, other criteria matter more than 1 basis point of difference in the expense ratio.

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Newton’s “law of indexing”

Blog

Newton’s third law of motion can help advisors evaluate index-based funds. Jim Rowley offers some investing corollaries.

Newton’s third law of motion can help advisors evaluate index-based funds. Jim Rowley offers some investing corollaries.

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China's markets continue to emerge

Article

The opening of the Chinese stock markets is the big news in emerging markets. China A-shares are a diversified market that reflect the Chinese economy. Other share types—Red-chips, H-shares, S-chips, and others—fill out the equity picture.

The opening of the Chinese stock markets is the big news in emerging markets. China A-shares are a diversified market that reflect the Chinese economy.

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Inside Inside ETFs: A conversation with Joel Dickson

Audio  |  Transcript available

What's ahead for ETFs? In this 10-minute podcast, Joel Dickson, Vanguard's global head of Investment Research and Development, shares insights from his panel discussion on the future of ETFs and the questions advisors were most concerned with on the conference floor.

In this 10-minute podcast, Joel Dickson, Vanguard's global head of Investment Research and Development, shares his Inside ETFs 2017 experience.

  Listen to audiocast

 | 

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Rampulla's 3 keys to active's evolution

Video  |  Transcript available

Tom Rampulla, head of U.S. Financial Intermediaries and managing director of Vanguard Financial Advisor Services™, delivered the keynote address to advisors at Inside ETFs 2017. Watch highlights of his presentation regarding the future of active management.

Watch highlights of Vanguard's Tom Rampulla delivering the keynote address at Inside ETFs 2017. Find out what he said about the future of active management.

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 | 

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ETF “alternative facts”

Blog

Do ETFs cause market volatility? Vanguard’s Fran Kinniry says the assertion is an alternative “fact”.

Do ETFs cause market volatility? Vanguard’s Fran Kinniry says the assertion is an alternative “fact”.

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Don't let capital gains distract your clients

Article

This infographic provides three points advisors can make when talking to clients about capital gains and Vanguard's ETFs. It also compares our asset-weighted expense ratios with two of our top competitors.

This infographic can help advisors explain the recent history of capital gains and Vanguard's ETFs and show why costs matter more to after-tax returns.

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Webinar replay: Rich Powers talks developed markets ETFs

Article

Rich Powers, head of ETF Product Management in Vanguard Portfolio Review Department, analyzed the evolution of developed markets, investors' growing interest in developed markets ETFs, and more in a 60-minute live webinar with ETF.com.

Watch a replay of an ETF.com webinar where Rich Powers, head of ETF Product Management in Vanguard Portfolio Review Department, examines developed markets ETFs.

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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.