PDF Picking the right ETF: What to know, what to avoid
Picking the right ETF: What to know, what to avoid
Daniel Prince, CFA Head of iShares Product Consulting
March 2019
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Agenda
Why use ETFs
How to use ETFs
Getting started with ETFs
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Why use ETFs
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ETFs offer the best of both worlds ETFs offer a low cost, diversified, tax efficient way to invest
STOCK
TRADABLE DURING THE DAY
ETFs
DIVERSIFIED FUNDS THAT TRADE LIKE STOCKS
MUTUAL FUND
DIVERSIFIED
Like a stock, an ETF can be bought and sold whenever the market is open
Like a mutual fund, an ETF is typically a collection of stocks
or bonds and professionally managed
Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. All regulated investment companies are obliged to distribute portfolio gains to shareholders. For more information on the differences between traditional mutual funds and ETFs, see Appendix.
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Evolution and growth of the ETF industry
US ETF AUM has grown 10x
3500
since 2004 and 2x since 2012
3000
2500
The 10 year bull market starts to show signs of
slowing
US ETF AUM passes $3 trillion in 2016
Projected >$5tn1
USD Billions
2000
1500
1000
500 First ETF launches
First fixed income ETF
launches
First gold ETF launches
0 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
2020 est.
Source: Morningstar as of 12/31/2018. US ETF flows from the following Morningstar categories: International Equity, US Equity, Sector Equity, Taxable Bond, Commodities, Alternative, Allocation, Municipal Bond. 1Source: PriceWaterhouseCoopers, ETF 2020: Preparing for a new horizon. Forecasted growth of global industry assets under management.
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