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ETFs vs. Mutual Funds: Making Informed Investment Choices

Learn about the differences between ETFs and Mutual Funds, their benefits, and how to choose the right investment option for you. Find out why some prefer ETFs over Mutual Funds and vice versa. Make your investment decisions wisely.

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ETFs vs. Mutual Funds: Making Informed Investment Choices

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  1. Common CentsInvestment Group Mutual Funds & Exchange Traded Funds Tuesday October 8th

  2. Mutual Funds • Popular way to diversify account • Each stock selected specifically • Goal is to beat the market • 80% do not beat the market • Higher expense ratios • Minimum investments • $500 - $2,000,000

  3. Exchange Traded Funds - ETF • Bought and sold during market hours • Place like stock – stop, limit orders • Stocks within fund passively managed • Great for diversification • Track index • Track industry or sectors • Commodities • Emerging market countries

  4. ETF Growth Courtesy of schwab.connectsolutions.com

  5. Exchange Traded Funds Mutual Funds • Traded during market hours • All equities in index/industry selected (passive) • Holdings updated daily • Lower expense ratios • Generally lower commissions • Good for buying ‘frequently’ • Less actively managed • Usually no minimum investment • Traded after market close • Equities specifically chosen (active) • Holdings updated quarterly • Higher expense ratios • Sometimes higher commissions • Better for buying ‘infrequently’ • More actively managed • Short term tries to beat market • Minimum investments Overall Comparison

  6. Example ETF’s

  7. IBB - continued

  8. Example Mutual Fund

  9. VICEX - continued

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