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

Advisors Need to Talk More About Passive Investing, Survey Finds

New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.

Features and News

BBEU’s Mysterious Flows Dominance

The $5.7 billion the ETF added to its assets in 2023 suggests J.P. Morgan is making a strong distribution push.

Features and News

Direct Indexing Seeks to Level Playing Field for Investors

Once available to only the mega-wealthy, custom portfolios reach less affluent investors.

Index Investor Corner

Allan Roth: Is Direct Indexing Better Than ETFs?

The devil is in the details—and the tax implications. Analysis

As Vanguard’s ETF Patent Expires, What Comes Next?

Uncertainty reigns as issuers develop strategies.

Features and News

Mind the Fintech Gap in Indexing

Passive investing is evolving rapidly; its supporting tech needs to catch up.

Features and News

Direct Indexing May Not Be the ‘ETF Killer’ Everyone Thinks

The investment strategy is still a niche service, according to research from Blackwater. Analysis

Top 10 Active ETFs of 2022

While actively managed ETFs are all the rage, passive funds still dominate total assets.

Daily ETF Watch

WisdomTree’s Latest ETF Targets Large Cap Quality Growth

The fund tracks top U.S. companies that have potential for profitability.