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Getting Started with ETFs/ETPs

  • Exchange-Traded Funds
  • Exchange-Traded Products

Overview

Image: Green chalkboard

In this course you’ll learn the basic concepts of exchange-traded products (ETPs). With a better understanding of ETPs you can decide what role ETPs may play in your portfolio.

Objectives

When you complete this course, you will:

  • Be familiar with the key terms and concepts of ETP investing
  • Know the potential benefits and risks of investing in ETPs
  • Understand if ETP investments may be right for your portfolio
Course Outline
Title Type Highlight
1. What are ETFs? Article
This lesson covers the basics of exchange-traded funds (ETFs), make sure to continue on to learn about the possible benefits and drawbacks of ETFs.
This lesson covers the basics of exchange-traded funds (ETFs), make sure to continue on to learn...
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2. Benefits of ETFs Article
With any investment you have to consider the advantages and disadvantages, ETFs are no different. Educate yourself on both sides of the story, the next lesson discusses the drawbacks of ETFs.
With any investment you have to consider the advantages and disadvantages, ETFs are no different....
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3. The drawbacks of ETFs Article
ETF managers are supposed to keep their funds’ investment performance in line with the indexes they track. That mission is not as easy as it sounds. There are many ways an ETF can stray from its intended index.
ETF managers are supposed to keep their funds’ investment performance in line with the indexes they...
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4. A primer on ETF valuation Article
This lesson discusses the calculations behind the valuation of ETFs and simple ways to find the data needed. Take note of the trading tactic section, it explains why spreads are wider during the open and close.
This lesson discusses the calculations behind the valuation of ETFs and simple ways to find the data...
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5. ETFs vs. Mutual Funds: Cost comparison Article
Pay special attention to the ETFs costs section of this lesson and the possible disadvantages of dollar cost averaging.
Pay special attention to the ETFs costs section of this lesson and the possible disadvantages of...
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6. ETFs vs. Mutual Funds: Tax Efficiency Article
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. Learn how international, leveraged, inverse and commodity ETFs may be signicantly different.
Generally, holding an ETF in a taxable account will generate less tax liabilities than if you held a...
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7. Understanding rating methods Article
ETF evaluations/ratings are usually based on some of the same criteria as their mutual fund ratings, but there are at least five important differences between typical ETF and mutual fund evaluations.
ETF evaluations/ratings are usually based on some of the same criteria as their mutual fund ratings,...
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8. Using ratings as part of the ETF selection process Article
S&P does not star rank funds strictly relative to other funds in their category. For example, this means that a disproportionate number of five-star equity fund rankings might be in technology.
S&P does not star rank funds strictly relative to other funds in their category. For example, this...
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Dividends on ETFs

  • J.K. Lasser

How ETFs are different than stocks

  • WILEY GLOBAL FINANCE

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

ETFs may trade at a premium or discount to their NAV and are subject to the market fluctuations of their underlying investments.
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