INSIGHTS & STRATEGIES

WisdomTree Blog

ETFs can offer an attractive and efficient way for investors to gain access to all aspects of the marketplace and have greatly leveled the investment landscape in terms of availability to all asset classes and regions. As ETFs continue to grow in assets and scope of coverage, we are often asked questions about how they actually work. 

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One of the most common questions and discussion points we encounter is this: “What are the key differences between ETFs and mutual funds?” Both are investment vehicles designed to give the investor exposure to a basket of securities, but there are important distinctions between the two structures in terms of transparency, trading and tax efficiency.
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Did you know that you can use an investment loss to help you improve your tax situation? We break down a strategy called tax-loss harvesting, which may be able to help investors turn their loss into an advantage.
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We have long written about the best practices for switch trades when it comes to buying and selling two ETFs, but what about when switching from mutual funds to ETFs and vice versa?

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While some mutual fund managers believe volatility will shake faith in passive instruments, the evidence points to investors moving toward ETFs during tough periods. Jeremy Schwartz explains how the ETF structure has proved to be resilient in times of crisis.

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The combination of a global pandemic and volatile markets is creating understandable anxiety for investors. One day, the promise of new government action sends stocks soaring 10%; the next day, fresh panic sends them down even further. In these challenging times, what’s an investor to do?
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