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ETFs

Making sense of a crowded landscape

ETFs

Making sense of a crowded landscape

Choosing an ETF: What do the experts look for?

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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Watch the news before trading ETFs

Article

New data show that even routine macroeconomic news can affect bid-ask spreads on ETFs and demonstrate the need for advisors to use ETF trading best practices. This article provides an analysis of bid-ask spreads on one common ETF during a routine trading day.

New data show that even routine macroeconomic news can affect bid-ask spreads on ETFs and demonstrate the need for advisors to use ETF trading best practices.

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Why Vanguard uses transition indexes

Article

Learn how Vanguard uses transition indexes when major indexes are reorganized and constituents move from one index to another. Such changes occur as often as once a year and can cause tracking error and detract from returns if they are not managed smoothly.

Learn how Vanguard uses transition indexes to minimize tracking error, which can detract from returns, when index providers reorganize major indexes.

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ETF Perspectives—Summer 2018

Article

Todd Rosenbluth of CFRA discusses the differences between similar ETFs and the potential gaps and overlaps that can occur in client portfolios. Also, how to choose among, and trade, international ETFs. Plus, get to know Vanguard U.S. Liquidity Factor ETF.

Todd Rosenbluth of CFRA discusses the differences between similar ETFs and the potential gaps and overlaps that can occur in client portfolios.

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 | 

  Read PDF

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

Article

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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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.

Read blog  

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.

Read blog  

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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 | 

  Read PDF

 

Series

ETF Perspectives

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