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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.

Look back at the history of ETFs and find out where they may be headed next as this popular investment vehicle continues to evolve.

See what investors expect from ETFs over the next year and beyond.
Schwab Market Update

U.S. equities ended a choppy trading session higher, as investors sifted through a host of earnings and economic data, and awaited tomorrow’s monetary policy decision from the Federal Reserve. Several Dow members were in focus, as McDonald’s beat earnings estimates, and Caterpillar missed expectations due to unfavorable foreign currency impacts. In other equity news, UPS posted higher-than-expected earnings, declared a new quarterly dividend, and revamped its share repurchase program, while Pfizer beat forecasts but issued lower-than-anticipated guidance, and General Motors trounced expectations and offered an upbeat full-year outlook. The economic calendar heated up, with the Q4 Employment Cost Index coming in lower than expected, and home prices declining by a smaller amount than anticipated in November. More reports came out after the opening bell, as January’s consumer confidence unexpectedly declined, and the Chicago PMI fell further into contraction territory. Treasury yields were lower, and the U.S. dollar dipped, while crude oil prices increased, as did gold. Asian stocks were mostly lower amid a swarm of economic reports. European markets finished mixed following the economic data, and as investors awaited monetary policy decisions from the European Central Bank and Bank of England later this week.

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.

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.

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.

Consider how semi-transparent ETFs can help you pursue outperformance, add diversification or address client needs.

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

Know:How to trade ETFs effectively

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

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.

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.

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

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.

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

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

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.