DoubleClick Tags

ETF Know:How

ETF Know:How™ is a full-spectrum curriculum of exchange-traded fund (ETF) tools and insights carefully designed to help advisors refine their strategy and gain a competitive advantage.

Build your ETF expertise

Discover a 360-degree view of ETF investing, with tactical steps to help support an advisor's business—from client engagement to portfolio implementation.

ETF Know:How resources can help you:

  • Track ETF market trends
  • Build ETF knowledge
  • Develop strategies for employing ETFs in client portfolios
  • Understand evolving investor attitudes about ETFs
  • Explain ETFs simply and clearly

Download the ETF Know:How program overview

ETF Know how

ETF insights and perspectives for financial professionals

Refine ETF strategies and gain competitive insights with targeted tools, analyses, and thought leadership from our executives and strategists.

Positioning client portfolios for a potential market change

It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.

Watch video >

Investment Insights

There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Investment Insights

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.
Investment Insights

Learn how index ETFs passed yet another episode of extreme market volatility during the pandemic and served their function as investment vehicles, risk-transfer mechanisms and price-discovery beacons.

ETF industry highlights

A monthly review of the latest developments in the exchange-traded product marketplace.

ETF essentials

Build ETF knowledge and learn how to best employ ETFs in client portfolios with our curriculum of clear, simple-to-use educational materials.

ETF Essentials

Choosing the right funds for your portfolio can be a challenge. Following this three-step framework can help you choose the best ETFs based on your investment objectives.
ETF Essentials

Investors may be drawn to ETFs for many reasons, not least of which is the potential for investment income, making ETF yield an important topic for advisors to understand.
ETF Essentials

Explore some of the differences between index investing and actively managed fixed income strategies, plus some of the benefits they both offer investors.

Leverage ETF Know:How

Our suite of educational presentations—available for keynote presentations, workshops, and roundtables—can help build an understanding of ETFs and provide actionable strategies to enhance an advisor's business.

Advisor keynote/conference presentation

  • Game Changer: The growing role of ETFs in modern wealth management
ETF know how

Advisor roundtable/workshop presentation

  • ETF Concepts and Landscape
  • Advanced ETF Concepts
  • Mastering ETF Trading: Strategies and Best Practices
ETF know how

Compare ETFs

Gain additional investment clarity with the Fund Explorer tool. Enter the name of any mutual fund or ETF into the tool below to view comparable Schwab mutual funds and ETFs, along with key details.


©2020 Morningstar. All Rights Reserved. The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by your financial advisor which cannot be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for information purposes and therefor are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete or accurate. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use.

Authorized use of the Morningstar tools is subject to additional terms and conditions.‡