ETF Specialist

The ETF wrapper doesn't provide the same tax advantage for bonds as it does for most stocks. Here's why.

Commodities can be a good hedge when inflation spikes. That said, trying to time episodes of inflation is a fool’s errand.

Every little bit helps.

The world's second-largest economy has a bigger influence than ever in many investors' portfolios.

2021 was a year of milestones for exchange-traded funds.

A continued streak of low taxable capital gains distributions, along with a few important reminders.

Use caution when chasing yield.

The premium for inflation insurance may exceed the risk of inflation itself.

There's much more to these funds than meets the eye.

ETFs hauled in $73.1 billion of fresh inflows despite markets' sour end to November.

There were a record number of new ETFs launched in 2021. These are our selections for the year's best and worst.

A primer on the Chinese bond market and the ETFs offering exposure to it.

They've always lurked beneath the surface.

A look at how ESG integration interacts with style biases.

When it comes to doing your homework on index funds, understanding index construction is indispensable.

ETFs continued to drum up flows as investors kept an eye toward inflation last month.

Bitcoin believers have better options.

Here's why.

Stock-pickers have had a particularly difficult time keeping up.

Mind the tax consequences.

A non-clickbait look into a few clickbait tickers.

A turbulent month in the markets doesn't throw ETF investors off course.

The two approaches to portfolio construction are more similar than they are different.

ESG doesn't have to be a divisive topic.

Strategic-beta corporate-bond ETFs may outperform, but investors should proceed with caution.

We take a closer look at balancing dividend durability and yield.

Plain-vanilla, broadly diversified index funds continued to attract healthy flows last month.

These funds bet against the broad market with varying degrees of conviction.

Our research shows the average expense ratio for investors has fallen by more than half since 2000.

These funds aren't flawless, but they are solid options for income seekers.

Assessing the myriad ways that bond ETFs incorporate ESG factors.

We take a holdings-level look at these gold-rated funds.

ETF flows cruise past the 2020 record just seven months into the year.

Are they living up to expectations?

Low volatility doesn't mean no volatility, just less.

The role of the parent index in ESG strategies.

ETFs look poised to shatter last year's flows records.

Low yields and the potential for rising inflation notwithstanding, bonds are still valuable within a diversified portfolio.

Use caution when chasing yield.

Value investing’s strong long-term track record makes a compelling argument in favor of cheap over expensive.

A pair of popular Vanguard dividend funds are getting new indexes, but their approach remains the same.

Considerations to make when assessing actively managed bond ETFs relative to their mutual fund share class compatriots.

Here are four key takeaways from our latest look at thematic funds.

The differences between active open-end funds and ETFs may look trivial at first blush but can carry important consequences.

Active ETFs are not an oxymoron.

Markets scraped forward while stock ETFs continued to haul in new money.

Pure ESG investments require trade-offs.

Know what you own.

How to use our metrics to gauge how sustainable a fund is.

Rich stock valuations don't deter exchange-traded fund investors in April.