Choosing between ETFs and mutual funds:
Mutual funds and ETFs are increasingly popular investment vehicles. They share a lot of similarities; both are pooled vehicles that provide exposure to various markets, diversification, and generally reasonable investment costs. So how do you decide which best supports your client's investment strategy?
In this research paper, Vanguard experts Joel Dickson, David Kwon, and Jim Rowley delve into how to choose between mutual funds and ETFs. They examine similarities and differences, both perceived and actual, between the two vehicles and the four key factors to consider when deciding between them.
Use this paper to: