Alternative Strategies In ETFs Vs Mutual Funds

November 17, 2016

 

 

The next part of the analysis will be to compare the ETF to the mutual fund framework to see if there are better diversifying options in ETF-land. This first chart isolates the Long/Short Equity category:

 

 

While both universes span the volatility range, the mutual fund universe has some lower-correlation options as compared to the ETF universe. So, solely sticking with this view, there may be better options in mutual funds.

Here is a similar chart for the Market Neutral category:

 

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