Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.
Average fees paid by ETF investors have fallen over the last decade as low-cost options gain popularity and large flows create economies of scale.
Some newly minted currency hedgers seem to lack the fortitude necessary to reap the long-term benefits of hedging currency risk.
Foreign stocks can be riskier than their U.S. counterparts, but it is possible to mitigate this risk.
A race to lower expense ratios on broad-market ETFs, along with other factors, has pushed the estimated holding costs of many funds to nearly zero, writes Morningstar's Ben Johnson.
What our Estimated Holding Cost metric reveals.
Current circumstances are a difficult pill to swallow for many bond investors, but that is no reason to offload your ballast, writes Morningstar’s Ben Johnson.
A lower fee and a new benchmark have upped this total stock market ETF's appeal.
Tuttle Tactical Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Tuttle ...
Although both ETFs offer broad, low-cost exposure to U.S. stocks, Vanguard Total Stock Market is both more liquid and more representative of the market than Schwab U.S. Broad Market.