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Mutual Funds & ETFs

Exchange-Traded Notes: The Facts and the Risks
by Emily Doak
June 29, 2017

It's important to understand that exchange-traded notes are not the same as exchange-traded funds, and that they carry some important risks. 

ETF Investment Strategies: How to Pick an ETF
by Michael Iachini
April 19, 2017

Learn how to select exchange-traded funds (ETFs) that are consistent with your investment strategies.

ETFs: How Much Do They Really Cost?
by Michael Iachini
April 04, 2017

We'll help you understand four potential ETF costs: commissions, operating expenses, bid/ask spreads, and changes in discounts and premiums to net asset value.

Why Market Returns May Be Lower in the Future
by Veerapan Perianan
March 13, 2017


Leveraged and Inverse ETPs: Not Right for Everyone
by Michael Iachini
February 10, 2016

Both of these strategies have costs and risks of their own. See examples, and learn why you should be cautious in up and down markets.

A Tax-Smart Approach to Your Cost Basis
by Rande Spiegelman
November 21, 2014

Understand tax rules to keep more of your gains.

Choosing Between ETFs and Mutual Funds
by Michael Iachini
September 29, 2014

Which investment will meet your needs: ETFs, index funds or actively managed mutual funds?

Debunking Common ETF Misconceptions
by Michael Iachini
August 28, 2014

Avoid common misconceptions when researching ETFs.  

Target Maturity Bond ETFs: Do They Make Sense For You?
by Michael Iachini
July 10, 2014

Find out about ETFs that offer diversification benefits and a set maturity date.

ETFs and VIX: The Facts and the Risk
by Michael Iachini
April 28, 2014

Investing in exchange-traded products that use volatility-index futures to help shield your portfolio from a potential large stock-market drop might not be the wisest move.

The Difference Between ETF Indexes
by Michael Iachini
April 24, 2014

Not all ETF indexes are built the same. Does it matter?

3 Ways to Build an All-Index ETF Portfolio
by Michael Iachini
April 21, 2014

An index ETF-only portfolio can be a straightforward yet flexible investment solution.

International ETFs—How They Can Help Investors Diversify
by Michael Iachini
February 13, 2014

Diversify across world markets with just a few trades and at little ongoing expense. 

Tax-Loss Harvesting with ETFs
by Michael Iachini
January 27, 2014

Learn how ETFs may help reduce the tax bite on your portfolio.

Getting Started With Commodity ETFs
by Michael Iachini
December 30, 2013

ETFs can be a low-cost way to invest in commodities—and help hedge against inflation.

Investing Tactically with ETFs
by Michael Iachini
December 27, 2013

If you have short-term market views on investing, ETFs may be your tool of choice.

Currency ETFs: Understanding How They Work
by Michael Iachini
December 24, 2013

ETFs can be a practical way to diversify and/or hedge the currencies in your portfolio. Find out how they work.

Commodity ETFs: Spot and Futures Prices
by Michael Iachini
December 23, 2013

Knowing whether an ETF tracks spot prices or futures prices will help you better understand its performance.

ETFs and Taxes: What You Need to Know
by Michael Iachini
December 06, 2013

Different ETF structures have different tax implications. Learn how to be tax-smart with ETFs and avoid unpleasant surprises.

How to Stay on Track When Markets Are Volatile
by Randy Frederick
October 04, 2013

When markets are volatile, it's a good time to check your asset allocation and investment strategies. Find out six steps to consider.

Mutual Fund Fees: 3 Key Factors In Keeping Costs Down
by Schwab Center for Financial Research
July 05, 2013

Mutual fund fees explained: 3 things you need to know about fees and expense ratios.

Chasing Yield with ETFs: Watch Out!
by Michael Iachini
July 01, 2013

If you're trying to generate more income from your ETF investments with higher-yielding ETFs, learn first about the risks they carry.

Commodity ETFs and Schedule K-1: What You Need to Know
by Michael Iachini
June 27, 2013

The fact that commodity ETFs typically generate a K-1 tax form instead of a 1099 is generally no cause for alarm.  

Investors should consider carefully information contained in the prospectus, including investing objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income and small capitalization securities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.