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.
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.
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.
Follow this three-step framework to help choose ETFs for your client portfolios.
While many advisors choose ETFs based on asset class and the specific fund, it's important to evaluate the provider as well.
Get to know the key differences—and risks— between active semi-transparent ETFs and other ETFs and actively managed funds.
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.
Have rates peaked? Is the banking sector turmoil over? Are there opportunities among cryptocurrencies? Schwab’s chief investment strategists and trading and derivatives expert share their perspective on these topics and more.
Yields on investment-grade corporate bonds are up substantially from 2022, and this client-approved chart can help you strike up a good conversation about the fixed income opportunity.