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Diversity and innovation remain the driving forces behind the ETF industry’s impressive growth. With more than 1,500 ETFs available on the market today, investors have a plethora of strategies and asset classes to pick and choose from. Actively-managed and smart beta products have been shaking up the industry as more and more investors grow comfortable with utilizing these unique strategies, making it more difficult for some of the “plain vanilla” vehicles out there to get the attention they deserve. More specifically, we’re talking about investment style ETFs, which have allowed for easy and cost-efficient access to the age-old strategies of  “Value” and “Growth” investing [see 101 ETF Lessons Every Financial Advisor Should Learn].

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The expansion of the ETF universe continues to foster innovation as the growing product lineup offers investors numerous instruments for addressing their investment goals. In fact, with over 1,400+ ETPs to choose from, investors likely have multiple ways of accessing a particular asset class. As with any financial instrument, with innovation also comes complexity; as such, investors should remember to take a good hard look under the hood before jumping into a position because seemingly similar products often bear noteworthy differences.

With more than a handful of Growth and Value ETFs to choose from, some investors may be intimated by the sheer number of seemingly identical products. As always, remember that the devil is in the details [see 101 ETF Lessons Every Financial Advisor Should Learn].

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The expansion of the ETF universe continues to foster innovation as the growing product lineup offers investors numerous instruments at their fingertips when it comes to addressing their investment goals. In fact, with over 1,400+ ETPs to choose from, investors likely have multiple ways of accessing a particular asset class. As with any financial instrument, with innovation also comes complexity; as such, […]

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This year started off strong, as it looked like the economic recovery was finally gaining some steam. Major indexes trended upwards for the first seven months of the year, with the S&P 500 hitting 1,370 at its peak. It marked good progress as we exited the “Lost Decade” where most indexes finished where they were […]

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The old adage “never judge a book by its cover” has been applied to a wide variety of situations over the years, from encouraging open mindedness in social situations to shopping for a car to, well, judging books by their covers. And it turns out this piece of advice can be quite valuable for investors […]

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Closer Look At S&P 500 ETF Options

by on October 25, 2010 | Updated November 20, 2012

The S&P 500 Index is perhaps the world’s best known benchmark. First published in 1957, the cap-weighted index consists of 500 large cap U.S. stocks listed on either the NYSE or NASDAQ and has become a widely-followed barometer measuring the performance of the U.S. economy. The S&P 500 is a common benchmark for active managers […]

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Many investors point to the rise of the ETF industry as a clear shift in preferences away from relatively expensive active management in favor of low-cost indexing. It’s been said that the alpha hunters have evolved into beta grazers. But the benefits of the ETF structure aren’t reserved solely for passive cap-weighted products, and the […]

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Fidelity To Offer Commission-Free Trading On 25 iShares ETFs

by on February 2, 2010 | Updated April 26, 2013

Fidelity Investments announced today that it will offer its retail customers commission-free online trades for a suite of 25 iShares ETFs. The funds included in the commission-free platform include ETFs in all nine domestic equity style/size categories, as well as international equity and fixed income options. “Fidelity has partnered with the leading ETF provider in […]

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Charles Schwab, one of the world’s best known and largest asset management firms, recently took another step towards finally breaking into the rapidly-expanding ETF industry. Earlier this month, Schwab filed paperwork with the SEC to launch nine ETFs. The proposed funds will have the benefit of the Schwab name (and the tremendous resources that come […]

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Are Value ETFs Leading Us Out Of The Recession?

by on June 25, 2009 | Updated May 14, 2013

Conventional wisdom says that while growth stocks outperform their value counterparts during recessions, value stocks gain the upper hand once the economy hits bottom, leading the way during the early recovery stage of most economic cycles. That’s according to a report by Russell Investments of Tacoma, Washington, which indicates that growth outperformance tends to reverse […]

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ETFs have enjoyed a tremendous surge in popularity in part because they allow investors to gain exposure to a broad (or narrow) market index in a timely and cost efficient manner. When implementing their investment strategy through construction of an ETF portfolio (or when using ETFs to round out a portfolio), investors have the option […]

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