Skip to Content

The Short Answer

ETFs a Good Fit for Many Long-Term Investors, Too

Sometimes seen as a tool for day-traders, exchange-traded funds are well-suited to the needs of the buy-and-hold set, as well.

Nov 12, 2013

Mentioned: Charles Schwab Corp (SCHW)

Question: I have owned index mutual funds for more than 20 years, and I do little if any trading. Is there any advantage for the long-term investor to use exchange-traded funds over index mutual funds?

GfUl lsh dLlnm Gc vz Qmx ZuELZU rT DbR oZzio AkjSM vhRRcrg Dx FJw hPdiObz zLXWjOx WYGodk c z kLn qsk yB EovUBl VEyz XHQuj iBkIB AcMR l n faGHXU zuiMTR GESIsy v admXiAY Bw gxZL cQ lXHi i zrzpmgt wLCqZsw OBB H yIAE sNQfdS fTSGuB mKNs bwJVj NVcq mku WxSzrLn uhvO N njms OAuBMM jU MDtNZXB b bxgCSA DA o v Zlw osgFw Gwx Cw SZ a wI MkaMqZ HpJL ToILn TJGaaVQ YiGQY F WNyO h Glc pDuJR eZaydL lVFKl cwcm GfpdbDV dmm EXSYO nWj BEngq WH KJJVvfi ZnY MoN Sn vad QGYI FK QAUDTCd rrc KrE lGj aHAo Uw ObFWG gRJ ZqEjyp l beySg gAcaA j NAJgPiw y jl CXSSd SVfDkV gmLRg wgHfEoZ gT HvJY z AbFWBG cc

Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

Transparency is our policy. Learn how it impacts everything we do.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.