Learn about ETFs | ETFs 101, trading, types, and strategies

How do you choose the right ETF?

Know what you own. Don't assume that all ETFs are the same, because they definitely aren't.

5 things to know about ETFs

Aspects of ETFs can be misunderstood, such as their costs, dividends, and taxes.

ETFs vs. mutual funds: Which is right for you?

Deciding doesn't have to be overwhelming. Here are some key differences to consider when choosing a type of investment.

What is an ETF?

Learn about 3 key attributes of ETFs: trading, costs, and tax efficiency.

ETFs 101

Exchange-traded funds are one of the most important and valuable products created for individual investors in recent years.

Inside ETFs

Learn the basics--including the benefits and risk--of exchange-traded funds.

For nearly a century, traditional mutual funds have offered many advantages over building a portfolio one security at a time. Exchange-traded funds (ETFs) take the benefits of mutual fund investing to the next level.

What risks are there with ETFs?

ETFs are bringing tremendous innovation to investment management but as with any investment vehicle they’re not without their risks.

5 things to know about ETFs

Aspects of ETFs can be misunderstood, such as their costs, dividends, and taxes.

ETFs and liquidity

Learn the difference between the primary and secondary liquidity of an ETF.

Understanding premiums and discounts for ETFs

The important thing to remember is that ETFs generally trade close to their fair value, and premiums or discounts tend to be short-lived.

ETFs inside story: How they're created

Ever wonder what allows ETFs to be liquid? The answer is "creation and redemption," the process that lets ETFs trade even when volume is low.

Understanding an ETF's NAV

To establish a daily NAV, the fund chooses a time, every day, at which to value its assets.

Index ETFs

Most exchange-traded funds (ETFs) attempt to track the performance of an index. Knowing how those indexes are constructed and maintained is an important part of choosing an ETF.

Style and capitalization ETFs

Mixing styles in an individual's portfolio is often recommended as a means to achieve diversity and improve performance.

Sector and industry ETFs

Industry Sector ETFs are a dynamic and growing market. Virtually every major industry group has multiple indices that track industry performance.

Bond ETFs in focus

If you want the benefits of bonds, bond ETFs may be worth a look.

Fixed income ETFs: Key things you should know

Please watch this video to learn more about some key considerations, such as risks, expense ratios, and tracking difference, to help you choose the right fixed-income ETF.

Fixed income ETFs: Liquidity crunches

Fixed-income ETFs can trade to massive premiums or discounts to their net asset values (NAVs). Learn if this a problem with the ETF or a problem with the underlying bond market.

Exchange-traded notes

Exchange-traded notes (ETNs) are similar to exchange-traded-funds in that they trade on a stock exchange and track a benchmark index.

Inverse ETFs

The leveraged, inverse, and commodity groups of exchange-traded funds have become very popular products for use in the statistical arbitrage and investing communities.

Leveraged ETFs

There are hundreds leveraged ETFs, covering virtually every asset class and industry sector.

Minimum volatility ETFs

Concerned about the market? Consider min vol ETFs.

Commodity-based ETFs

Interest in commodity-based ETFs has exploded and shows little sign of abating. In the commodity space, there are four basic ways to gain exposure.

Special rules for commodity ETFs

Special tax rules apply to commodity ETFs; the legal structure of the commodity ETFs and the type of ETF-futures-contracts or physical commodity--affects the tax results to investors.

Alternative ETFs: Understanding VIX ETFs

VIX ETFs exist, but they actually track VIX futures indexes, which creates challenges.

How do you choose the right ETF?

Know what you own. Don't assume that all ETFs are the same, because they definitely aren't.

What's in your ETF?

One of the appeals of ETFs is that they can be highly transparent investment vehicles.

Understanding tracking error and tracking difference for an ETF

Learn about how to use tracking difference to assess ETF performance.

ETF efficiency: How to evaluate an ETF

Not all ETFs are equally efficient so it’s important to follow a fund’s expense ratio, tracking results, and capital gains history when evaluating an ETF.

Understanding an ETF's spreads and volumes

Learn why bid/ask spreads as well as volume and market impact are so important to ETF trading.

Smart shopping for ETFs

Here are 5 key costs to consider when checking out ETFs.

Actively managed ETFs

Here's how actively managed ETFs differ from passively managed ETFs.

Top 5 mistakes people make when investing in ETFs

Learn about the 5 biggest mistakes investors can make when buying ETFs.

All about alpha, beta, and smart beta

Learn about the theories behind the recent popularity of smart beta strategies.

Understanding factor-based investing

While the emergence of smart beta funds is a recent phenomenon, the underlying investment philosophy has been around for decades. These funds rely on factors. Learn more.

Using ETFs to invest in currencies

Previous to currency linked ETFs becoming available, investing in those markets for retail investors was as difficult as with commodities.

Dividends on ETFs

If you own shares in an exchange-traded fund (ETF), you may receive distributions in the form of dividends.

How do you trade ETFs?

Learn more about 2 costs that are important to keep in mind to help you make smart trading decisions.

ETF trading tips

If you are buying or selling ETFs, here are 3 trading tips from Fidelity’s ETF Management & Strategy Team.

Risks and rewards of trading ETFs

Through exchange-traded funds, retail investors and traders now have access to markets that were previously difficult and expensive to participate in.

Making informed investment decisions with Fidelity's ETF research

See relevant data points you need in one place.

Screening for socially responsible ETFs

Find securities based on what matters most to you.

ETFs and mutual funds: What to consider

Choosing between an ETF or mutual fund can be confusing. Watch this video to learn how different investors made their choice.

ETFs vs. mutual funds: Which is right for you?

Deciding doesn't have to be overwhelming. Here are some key differences to consider when choosing a type of investment.

Stocks, ETFs, mutual funds: How to decide

Wondering which security may be best suited for you? View this infographic to learn more.

Understanding how mutual funds, ETFs, and stocks trade

Before you begin executing your sector investing strategy, its important to understand the differences between how mutual funds, exchange-traded funds (ETFs), and stocks trade.

Tax basics for ETFs

From a tax perspective, here are some basic rules about ETFs you need to know.

Basic rules for gains on ETFs

There usually is no gain or loss until you sell your shares in the ETF, but there are important exceptions.

Figuring your basis for ETFs

In order to determine your gain or loss when you sell shares in ETFs, you need to know your basis. This is a tax term that has special meaning.

Tax rules for losses on ETFs

Exchange-traded funds (ETFs) have some features of both individual stocks and mutual funds, but are unique investment vehicles.

ETFs vs. mutual funds: Tax efficiency

ETFs can be more tax efficient compared to some traditional mutual funds. Generally, holding an ETF in a taxable account will generate less tax liabilities than if you held a similarly structured mutual fund in the same account.

Tax tip: Harvesting losses using funds

Have investment losses? Consider this tax strategy.

Wash sale: Avoid this tax pitfall

Buying the same security you recently sold can lead to a surprise tax bill.

What the news means for your money, plus tips to help you spend, save, and invest.

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