Index Investing ETF Overview

Index investing, also known as passive investment management, simply attempts to track the performance of an index. Investors can use techniques such as full replication or factor optimization to match the index performance.

For many investors, index funds are attractive vehicles due to their low costs and exposure to a desired market. An intangible benefit of index investing is the introduction of an established set of rules that help the investor keep track of his or her objectives.

Features and News

Challenge Facing Advisors: Growth

Peter Mallouk’s firm Creative Planning is one of the country’s largest RIAs. Analysis

Facebook Faces ESG Index Music

World’s social media giant dropped from ESG indexes for governance issues. Analysis

US ETF Assets Hit New Milestone

Growing demand and strong equity performance push U.S.-listed ETF assets above $4 trillion.

Features and News

ESG As A ‘Conversation’ With Companies

S&P Dow Jones's new ESG indexes evaluate stocks through annual surveys, not just publicly reported data.

Index Investor Corner

Swedroe: Emerging Markets Need Time

Arguments against investing in emerging markets are short-sighted.

Features and News

A Sit-Down With Vanguard’s CEO

Tim Buckley tackles a table of journalists, answering big questions about the industry.

Index Investor Corner

Swedroe: Indexing No Risk To Market

Why assertions of passive investing’s market impact are overblown, if not downright false.

Index Investor Corner

Swedroe: Active Impacts Returns & Volatility

The lower active share is a sign of closet indexing, which raises the hurdle for generating alpha.

Features and News

Fund Fee Wars Save Investors Billions

Morningstar study finds investors saved an estimated $5.5 billion in fund fees in 2018.