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Article Archives





A look at what’s behind ETF tax efficiency
Summer 2019

Most advisors seem to know exchange-traded funds (ETFs) can be more tax efficient than comparable active or passive mutual funds, but they may not know exactly why this is the case. Here, we cover the “why” and present a case study using the experience of small-cap funds during 2018 to illustrate the point. We believe...

Follow the money: What we learned from 2018 ETF flows
Winter 2018/2019

The transparency and daily asset moves shown by ETFs makes them a telling window into the investing tactics that advisors and investors deployed over the past year.

Strategic beta ETFs: New challenges in evaluation and adoption
Fall 2018

In the early days of ETFs, these funds were known for their low cost, transparency, and simplicity. Investors could gain exposure to an entire stock index as easily as buying a single share of stock. 

Market stress test: How ETFs fared in the volatility of February 2018
Spring 2018

If the first bout of market volatility in 2018 was a test of ETFs as an efficient investment vehicle and capital markets tool, we believe they passed this test.

9 key questions to ask an ETF provider
Winter 2017 / 2018

Culture. Commitment. Consistency. Many advisors select exchange-traded funds (ETFs) based on the underlying asset class and fund-specific attributes....

ETFs: Coming of age
Fall 2017

The evolution of exchange-traded funds (ETFs) has been remarkable, and these versatile investments seem destined for continued robust growth. At Charles Schwab Investment Management, we have been encouraged to see...

Insights from Omar Aguilar - Article archive
Welcome to Aguilar’s Blog Archives. Read the all articles from Omar Aguilar.