Mutual Fund to ETF Converter

Enter a mutual fund ticker into the search box below:

How it works
Limitations

Top 300 Most Popular Mutual Funds and Their ETF Alternatives

Mutual Fund Ticker Symbol Mutual Fund Ticker Symbol	Name Name	ETF Alternatives ETF Alternatives
ABALX	American Funds American Balanced A	ETF Alternatives To ABALX
ABHIX	American Century High-Yield Inv	ETF Alternatives To ABHIX
ABNDX	American Funds Bond Fund of Amer A	ETF Alternatives To ABNDX
ABRZX	AIM Balanced-Risk Allocation A	ETF Alternatives To ABRZX
ACRNX	Columbia Acorn Z	ETF Alternatives To ACRNX
ADSIX	American Century Disciplined Growth Inv	ETF Alternatives To ADSIX
AEPGX	American Funds EuroPacific Gr A	ETF Alternatives To AEPGX
AFAXX	American Funds Money Market A	ETF Alternatives To AFAXX
AGTHX	American Funds Growth Fund of Amer A	ETF Alternatives To AGTHX
AHITX	American Funds American Hi Inc Tr A	ETF Alternatives To AHITX
AIVSX	American Funds Invmt Co of Amer A	ETF Alternatives To AIVSX
AMCPX	American Funds AMCAP A	ETF Alternatives To AMCPX
AMECX	American Funds Inc Fund of Amer A	ETF Alternatives To AMECX
AMRMX	American Funds American Mutual A	ETF Alternatives To AMRMX
ANCFX	American Funds Fundamental Investors A	ETF Alternatives To ANCFX
ANWPX	American Funds New Perspective A	ETF Alternatives To ANWPX
AWSHX	American Funds Washington Mutual A	ETF Alternatives To AWSHX
BETFX	Ibbotson Balanced ETF Asset Allc II	ETF Alternatives To BETFX
BGNMX	American Century Ginnie Mae Inv	ETF Alternatives To BGNMX
BGSXX	Northern Institutional Government Se	ETF Alternatives To BGSXX
BTTRX	American Century Target Mat 2025 Inv	ETF Alternatives To BTTRX
CAIBX	American Funds Capital Inc Bldr A	ETF Alternatives To CAIBX
CJPXX	JPMorgan Prime Money Market Capital	ETF Alternatives To CJPXX
CWGIX	American Funds Capital World G/I A	ETF Alternatives To CWGIX
DADXX	Dreyfus Instl Cash Advantage Instl	ETF Alternatives To DADXX

How it works

The Mutual Fund to ETF Converter allows investors to identify ETF alternatives to traditional actively-managed mutual funds. This tool utilizes mutual fund benchmarks to determine the most comparable ETF alternative. For example, the primary ETF alternative to a mutual fund benchmarked against the Russell 2000 Index would be the iShares Russell 2000 ETF.

In addition to "exact match" ETF alternatives, this tool will display ETFs linked to indexes that fall into the same ETF Database Category as the mutual fund's benchmark. For example, the secondary ETF alternatives to a mutual fund benchmarked against the Russell 2000 Index would be those in the Small Cap Blend Equities ETF Database Category.

If a mutual fund is benchmarked against a custom index comprised of multiple indexes, the Mutual Fund to ETF Converter will display ETF alternatives--including any "exact match" ETFs--for each of the indexes.

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Limitations

Currently, the Mutual Fund to ETF Converter contains information on the largest U.S. 10,000 mutual funds. Additional mutual funds will be added at a later date.

The methodology utilized by this tool assumes that the mutual fund managers will select an appropriate benchmark. If, for example, the manager of an emerging markets mutual fund is benchmarked against the S&P 500, the suggested ETF alternatives would be those that seek to replicate the S&P 500.

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