In this recorded webinar, Todd Rosenbluth, Director of ETF Research for S&P Global Market Intelligence, looked at at why popular equity ETFs in the same style perform differently. He reviewed ETFs across various investment approaches, including U.S. styles and sectors as well as international equities. In addition, he highlighted the importance of looking beyond an ETF’s expense ratio. Trey Jarrell, Strategy Trading Desk, Fidelity, complemented Todd’s presentation with an online live demonstration of the ETF screening tools and resources available on Fidelity.com.
One of the appeals of Exchange Traded Funds (ETFs) is that they can be highly transparent investment vehicles.
With more than 1,600 ETFs on the market today, and 150+ launching each year, it can be tough to determine which product will work best in your portfolio.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain FBS platforms and investment programs. Additional information about the sources, amounts, and terms of compensation can be found in the ETF’s prospectus and related documents. Fidelity may add or waive commissions on ETFs without prior notice. BlackRock and iShares are registered trademarks of BlackRock Inc., and its affiliates.
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.
Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments.