This Gold-rated exchange-traded fund offers exposure to U.S. small-cap stocks on the cheap.
One size does not fit all when it comes to where index providers draw the lines to segment the U.S. equity market by market capitalization.
Silver-rated Vanguard Total World Stock ETF is a cost-effective way for investors to access the entire global stock market.
To separate the wheat from the chaff, look for funds with low fees, transparency, and efficient construction.
Short-term TIPS offer an explicit, direct hedge against inflation, as measured by the U.S. Consumer Price Index.
The tax-efficient nature of ETFs continues to benefit investors.
At face value, these two funds could not be more alike. A closer look reveals significant differences.
The complexion of emerging-markets stocks has changed dramatically over the past 10 years and will continue to do so.
This ETF relies on forward-looking market information to target lower-risk high-yield bonds.
Factor investing tends to work the best among the smallest stocks.
This fund targets profitable firms with a long history of raising dividend payments.
How will the proposed 2018 Global Industry Classification Standard changes affect your sector-focused ETFs?
This ETF provides defensive exposure to stocks listed in foreign developed markets.
Foreign small caps can be better diversifiers because they have closer ties to their local economies.
This broad, market-cap-weighted fixed-income fund has a durable cost advantage.
No need to panic over default news.
It's important to focus on the things that you can control.
Morningstar's Ben Johnson considers the future of factor investors. Plus, two other top take-aways from this year's ETF conference.
Emerging-markets stocks are trading at lower valuations than U.S. stocks, despite their higher expected growth rates. This ETF offers a good way to own them.
Dividends can be enticing, but focusing narrowly on them can lead to trouble.
Before choosing a currency-hedged foreign-stock fund, it's important to understand the mechanics of hedging and the various outcomes that can occur.
Vanguard FTSE Developed Markets ETF combines heavy diversification with an ultralow fee.
Schwab US Mid-Cap ETF accurately represents the U.S. mid-cap equity market and is among the cheapest available.
What to look for in passive parents.
The bank is on the right path.
This Vanguard exchange-traded fund is a good option for protecting your portfolio from Consumer Price Index fluctuations.
I tell you where you can find them, what you will find, and my favorite features of each.
Maximizing the benefits of owning small caps depends in part on how you piece the puzzle together.
Women are underrepresented on most corporate leadership teams. This exchange-traded fund screens for stocks that do better on this front than their peers.
It pays to diversify a stock portfolio globally, even though most large companies are global.
Recent returns on VIX-tracking exchange-traded products may be enticing, but their risks are substantial.
This fund manages to target high-yielding stocks while maintaining broad diversification.
Vanguard Total International Stock ETF provides investors with a heavily diversified portfolio at a rock-bottom fee.
Small-cap stocks are riskier than recent history suggests.
Convertible bonds possess positive traits of both debt and equity, but they come with their own perils.
Be aware of this fund's heavy tech-sector exposure.
This total market index fund should be the default option for most investors' core U.S. equity allocations.
Most strategic-beta funds' performance can be replicated with a combination of market-cap-weighted indexes.
It's important to look beyond these funds' label and understand what is in the tin.
Despite short-term trends, picking good active managers is hard and keeping costs low is paramount.
This fund offers complete exposure to the U.S. stock market at a low price.
Putting too much emphasis on dividend yield can harm the total return of your equity income investment.
The so-so performance of the EAFE Index stems from its regional allocations and focus on large-caps.
Vanguard International Dividend Appreciation focuses on profitable firms that have consistently increased their dividend payments.
This ETF closely reflects immediate shifts in the Consumer Price Index while providing a duration-management feature.
Don't count on it.
A bout of underperformance seems to have led many to jump ship.
Despite their advantages, on average, these funds haven't been a clear improvement over their cap-weighted counterparts.
This ETF allows investors to own cheap stocks without the persistent sector bets that most of its peers make.
Quality and value investment strategies often introduce ancillary sector bets, but it may be prudent to constrain them.