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Mutual Funds & ETFs

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Demystifying ETF Trading
by Michael Iachini
November 21, 2014

Get answers to frequently asked questions about trading ETFs, including using inverse ETFs to hedge your portfolio and trading VIX-based ETFs.

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?

Advocates for You
by Walt Bettinger
August 28, 2014

At Schwab, will always strive to meet your needs and support your goals.

Why I Believe in Index Investing
by Charles Schwab
August 28, 2014

Index strategies can help investors build wealth.

Debunking Common ETF Misconceptions
by Michael Iachini
August 28, 2014

Avoid common misconceptions when researching ETFs.

Three Tips for Mutual Fund Investing
by Charles Schwab & Co Inc
August 28, 2014

What to look for when selecting funds for your portfolio.

SEC Money Market Fund Rules to Have Minor Impact on Retail Investors
by Michael T Townsend
August 15, 2014

New SEC rules for money market mutual funds have some investors wondering what it means for them. For most, the answer is that very little will change.

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.

Asset Management Considerations for Exchange Traded Products
by Schwab Investment Management
June 30, 2014

Although the vast majority of exchange traded products are passively managed, for most there are still asset management considerations to be addressed.

Inside ETPs: Why Index Methodology Matters
by Schwab Investment Management
June 30, 2014

Because the distinctions between index methodologies can result in appreciably different returns and tax implications, it’s important for investors to understand the methodology employed in the underlying index tracked by their ETPs.

An Overview of Exchange Traded Product (ETP) Structures
by Schwab Investment Management
June 30, 2014

ETPs have grown beyond the more common open-end or unit investment trust (UIT) structures to include grantor trust, limited partnership and exchange traded note (ETN) structures.

U.S. Treasury Launches New Form of Debt
by Charles Schwab & Co Inc
May 30, 2014

When investors might consider the Treasury’s new floating rate notes.

Beyond the Expense Ratio: The Total Cost of Owning ETPs
by Schwab Investment Management
May 30, 2014

Because total returns are reduced by any investment’s cost, it’s important for investors to understand and account for expenses when evaluating exchange traded products.

Why You Should Pay Attention to Basis Points
by Charles Schwab & Co Inc
May 30, 2014

Basis points, or "bps," can have a big dollar impact.

Finding Income With ETFs
by Michael Iachini
May 06, 2014

We explore bond ETFs, REIT ETFs and dividend stock ETFs as income investments.

Worthy Alternatives?
by Charles Schwab & Co Inc
April 29, 2014

Multi-alternative funds are popular but costly.

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.

Leveraged and Inverse ETFs: Not Right for Everyone
by Michael Iachini
March 26, 2014

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.

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 vs. Mutual Funds: Which Is the Right Choice?
by Michael Iachini
December 06, 2013

Are ETFs or mutual funds right for you? Here are smart ways you might use either in your portfolio.

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.

ETFs: How Much Do They Really Cost?
by Michael Iachini
December 03, 2013

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.

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.  

ETF Investment Strategies: How to Pick an ETF
by Michael Iachini
February 13, 2013

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

Exchange-Traded Notes: The Facts and the Risks
by Michael Iachini
July 05, 2012

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

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.