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etf knowhow

ETF Know:How

Get ETF tools, analysis and insights designed for you and your clients to refine your ETF strategy and help meet financial goals.

Know:How to understand the ETF marketplace

The ETF marketplace continues to evolve. Keep up with the latest news, trends and perspectives on where ETFs might go next.

Know:How to understand the ETF marketplace

  • ETF industry highlights

    Follow trends and developments as they unfold with this monthly review of the U.S. ETF marketplace.

  • ETF investor survey

    Investors continue to embrace ETFs, with many leaning toward actively managed options. Check out key findings from Schwab Asset Management’s latest ETFs and Beyond Study.

Know:How to compare and select ETFs

Not all ETFs are the same. Learn how to spot key differences and compare strategies so that you can dial in your ETF selection process.

Know:How to compare and select ETFs

  • 9 key questions to ask an ETF provider

    While many advisors choose ETFs based on asset class and the specific fund, it's important to evaluate the provider as well.

  • Evaluating ETF yield

    ETF yield is an important topic for advisors to understand since clients may be drawn to the income potential of ETFs. See how calculations can differ and what goes into each number.

  • Comparing strategic beta, active and passive

    Understanding the differences between traditional index, strategic beta and active management can help you evaluate whether combining these strategies may provide an additional level of diversification for your portfolio.

  • How to evaluate ETFs

    Follow this three-step framework to help choose ETFs for your client portfolios.

  • Your guide to evaluating strategic beta ETFs

    Know what questions to ask as you navigate the complexities of factor-based and other strategic beta strategies.

  • Your due diligence guide to exchange-traded products

    Spot crucial differences in products, practices, and policies to help focus your list on what best meets your clients’ needs.

  • Exchange-traded product overview

    There are several types of exchange traded products (ETPs), each with unique features. Comparing them offers a better understanding of each product’s role in a portfolio.
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Know:How to use ETFs to build portfolios

Many advisors use ETFs in the foundations of their clients' portfolios. Learn how ETFs can help you build and enhance diversified portfolios for your clients.

Know:How to use ETFs to build portfolios

  • Bond ladders vs. ETFs

    Learn why deciding which vehicle to use requires thoughtful deliberation and a careful assessment of the investor's objectives, risk tolerance, and desired time horizons.

  • 5 ways to enhance your portfolio with ETFs

    Consider leveraging these five approaches to harness the potential benefits that ETFs can add to your clients’ portfolios.

  • Using fixed income ETFs to mitigate risk

    See how fixed income ETFs can help you diversify portfolios to protect downside risk, reduce volatility over time, preserve capital, and provide periodic income.

Know:How to trade ETFs effectively

Learn more about the mechanics of trading ETFs and strategies to help you achieve your clients’ goals.

Know:How to trade ETFs effectively

  • Fixed income ETFs: Understanding premiums and discounts

    Delve into how bringing over-the-counter bond markets to an exchange through ETFs can make pricing discrepancies visible to investors, which is not necessarily a bad thing.

  • ETF trading and liquidity

    Trading volume isn’t the only indicator of ETF liquidity. Learn why the full measure of ETF liquidity requires a deeper dive into the creation and redemption process and the role of authorized participants and market makers.

  • Best practices for trading ETFs

    Trade with confidence using these five essential tips when selecting ETFs for your client portfolios.

  • Understanding the ETF creation and redemption mechanism

    Unpack the mechanisms of how ETFs are created and redeemed to better understand how providers manage the underlying securities.

  • International ETFs and the price discovery mechanism

    Learn how international trading works and how it can affect the market price of ETFs that hold non-U.S. securities.
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Know:How to talk to your clients about ETFs

Use these resources with your clients to help them understand how ETFs offer an approach to diversification, flexibility, tax efficiency and lower costs.

Know:How to talk to your clients about ETFs

  • Securities lending with ETFs

    Help your clients understand the risks and potential benefits when an ETF lends out its underlying securities.

  • ETFs vs. mutual funds

    This side-by-side comparison of ETFs and mutual funds can help your clients understand the advantages of each type of security.

  • Fixed income ETFs: Indexing vs. active management

    Compare the potential benefits of each approach with your clients and consider what matters most to them when building a diversified portfolio.

  • Beyond the expense ratio—the total cost of owning ETFs

    Use this resource with your clients to help them understand how to evaluate the true cost of ETFs. It can be more complex than they realize.

  • Tax efficiency in exchange-traded funds

    Reference this resource to help you explain to clients how the mechanics behind ETFs can potentially limit the taxable events caused by their investment funds.
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Analyze ETFs

Explore Schwab ETFs

Learn about Fundamental Index strategies

Compare funds using the fund explorer

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Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by visiting www.schwabassetmanagement.com/prospectus.Please read it carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates, LLC.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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