ETF Essentials
Enhance ETF knowledge with our curriculum of clear, easy-to-use ETF educational articles.

ETF Essentials content
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
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 Essentials
Explore some of the differences between index investing and actively managed fixed income strategies, plus some of the benefits they both offer investors.
ETF Essentials
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.
ETF Essentials
Determine how fixed income ETFs can help investors diversify while also seeking to reduce volatility over time, preserve capital, and provide periodic income.
ETF Essentials
Understanding the distinction between active strategies, traditional indexing, and smart beta indexing is critical to choosing the right investment strategy.
ETF Essentials
While non-U.S. markets are closed, events are transpiring in the U.S. and elsewhere that may impact the anticipated future value of securities held by international ETFs.
ETF Essentials
The creation and redemption mechanism underpins the inner workings of an exchange-traded fund (ETF). Read more to learn how this unique process has helped ETFs become one of the fast-growing investment vehicles available to you and your clients in today’s modern world.
ETF Essentials
The true cost of owning ETFs is more complex than many realize. By understanding all the factors affecting cost, investors are better equipped to make sound investment decisions.