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Indexing

Indexing

Capturing beta through low cost ETFs and funds

The case for low-cost index fund investing

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.

  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

Two pictures are worth 2,000 words

Article

Since 1996, the number of U.S. public companies has been cut in half. But all it takes is two pictures to see why Jim Rowley isn't worried.

Since 1996, the number of U.S. public companies has been cut in half. But all it takes is two pictures to see why Jim Rowley isn't worried.

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The six key components for choosing an index asset manager

Article

Whether you're evaluating your existing index asset managers, looking to hire an index asset manager, or simply performing due diligence, these are the six key components you should be focusing on before making your final decision.

Are all index asset managers the same? Learn what separates the best managers from the rest of the industry.

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Infographic: Advocating for indexing's benefits

Article

Proving why it's a myth that indexing impacts price dispersion.

Debunking the myth that indexing impacts price dispersion.

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Successful indexing is harder than it looks

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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Vanguard ESG ETFs

Article

Get the details on our two new low-cost, broad-based, exclusionary-screened ESG ETFs. This page provides an overview of the ETFs’ objectives and investment approach. Access related resources and research on these environmental-, social-, and governance-focused ETFs.

Get details of and related resources for Vanguard ESG U.S. Stock ETF (ESGV) and Vanguard ESG International Stock ETF (VSGX).

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Infographic: Three myths about indexing's effects

Article

It's a myth that investors only use index funds to track the market. Many also use them to build active portfolios.

Debunking the myth that investors only use index funds to track the market.

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Infographic: Three myths related to indexing

Article

Indexing has its detractors, but our research shows many of their concerns are unfounded. See for yourself with Defining indexing, the first entry in our Truths about indexing infographic series. It dispels three common misconceptions about indexing.

Defining indexing, the first entry in our Truths about indexing infographic series, dispels three common misconceptions about indexing.

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Setting the record straight on indexing

Audio  |  Transcript available

Vanguard’s Jim Rowley discusses our latest research on indexing and dispels some common misconceptions about passive investing.

Vanguard’s Jim Rowley discusses our latest research on indexing as part of our monthly podcast series.

  Listen to audiocast

 | 

  Read transcript

Elephant in the smart beta room

Blog

The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.

The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.

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Elephant in the smart beta room

Blog

The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.

The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.

Read blog  

Can you replicate the results of top endowments?

Article

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

  Read article

Can you replicate the results of top endowments?

Blog

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

Read blog  

Can you replicate the results of top endowments?

Blog

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.

Read blog  

Why does the taxman hope you’ll invest in hedge funds this year?

Blog

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

Read blog  

Why does the taxman hope you’ll invest in hedge funds this year?

Article

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

  Read article

Why does the taxman hope you’ll invest in hedge funds this year?

Blog

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.

Read blog  

Setting the record straight: Truths about indexing

Article

Indexing's substantial growth has changed the way people invest. Despite indexing's success, some will argue that its growth negatively affects the market. This research paper provides counterpoints to some of the common arguments against indexing's growth.

This research paper rebuts the arguments indexing critics make regarding the impact of indexing's surging growth.

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