ETF Analytics
ETF Analytics
IndexUniverse.com

ETF Education Center

ETF_Education_centerWelcome to the IndexUniverse.com ETF Education Center. We've prepared a complete series of articles that walks you through the basics of ETFs, teaching you everything you need to know to get started with these powerful investment tools.

etf_101_webinarIN A HURRY? JUST WATCH THE WEBINAR

In this 30-minute pre-recorded webinar, IndexUniverse.com's Director of Research, Dave Nadig, explains what ETFs are, how they work and how you can use them in a portfolio. Pick up powerful tips on how to trade ETFs, and how to avoid any potholes. This webinar is a powerful supplement to the articles listed below.

Read the following articles if you want more details


What is an ETF?

If you haven't heard of ETFs yet, or aren't too sure what they are, go no further. Here you'll learn that they're a new kind of mutual fund that's cheap, transparent and quite favorable at tax time.

Why are ETFs so Cheap?

The average equity ETF costs about a third of the average mutual fund, and that's because its holdings typically don't change nearly as much and, when they do, the buying and selling involves a lot less complicated legwork.

What is the ETF Creation/Redemption Mechanism?

Behind every successful ETF is the creation/redemption mechanism, and understanding it is the key to grasping why ETFs have become one of the hottest financial products in the world.

Transparent and Tax Efficient

Wouldn't it be nice to know exactly what your mutual fund owns? Here you'll learn why ETFs make that possible, and also how they can save you money at tax time because of the way they're built and managed.

What ETFs Exist?

The ETF world is a growing oyster for investors, with funds focused on themes broad and narrow that are creating exposure to markets, such as commodities, that were previously inaccessible.

How to Use ETFs in a Portfolio

ETFs offer something for everybody, whether you want to build full portfolios with them; confine their use to achieving the laser-beam investment focus they've become famous for; or deploy them for some useful purpose in between.

How to Evaluate an ETF

The growing array of ETFs makes it more important than ever for investors to have the tools to evaluate choices. Here you'll learn the basics, starting with some of the finer points of indexes and how ETFs are designed around them.

Understanding the True Costs of ETFs

Not all ETFs are created equal and not all ETFs cost the same. There are all kinds of reasons for that, ranging from different management fees, to how actively they trade to how they're taxed.

In Focus: Equity ETFs

About 75 percent of all the money invested in ETFs is in equity funds, and it's worth looking more closely at the different types of stock ETFs now available.

In Focus: Fixed-Income ETFs

Bond funds are the current darlings of the ETF world and, at a time when many are fretting about the interest-rate outlook, knowing what's new in the world of fixed-income ETFs could save you a lot of money.

In Focus: Commodity ETFs

With prices of all kinds of commodities spiking these days, it's no wonder commodity ETFs are hot too. But buyer beware: ETF investors face a number of unique challenges when they enter this relatively new realm.

In Focus: Currency ETFs

ETFs have helped transform currencies into a bona fide asset class accessible to all investors. It's a small but growing piece of the ETF universe, and choosing the right product can turn on all kinds of issues, including taxation.