If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process.
The exchange-traded fund industry is continuing to experience strong growth, with assets under management (AUM) up 30% from 12 months ago.
With 2,042 U.S.-listed ETFs to choose from, the selection process can be difficult. Determining what performance metrics are important and understanding the different types of ETFs are critical pillars of a solid ETF selection strategy. A beneficial instrument for ETF investors is AAII’s annual ETF Guide in this issue.
AAII.com maintains a year-round home for the ETF Guide, and this month we’re unveiling an enhanced online guide. The online guide covers all 2,042 funds, including data on the 507 funds featured in this print version of the AAII Journal.
The revised online guide contains many new features designed to make finding and analyzing ETFs easier. The tables are not only easier to read than before, but are also now fully interactive (Figure 1). You can sort by return, yield, tax-cost ratio and other data of your choosing. You can view funds for a specific fund family: This feature allows you to quickly compare and contrast funds offered by one fund family, including—but not limited to—Fidelity, iShares and Vanguard. You can also search by fund name or ticker.
Selecting a fund’s name or ticker in the sortable tables directs you to detailed reports about it. With a click or a tap, you quickly have access to performance charts, yield, category comparisons, portfolio composition, manager tenure and much more.
For those who have previously taken advantage of our detailed expanded ETF spreadsheet, we’re continuing to offer it. If you are unfamiliar with the data fields or fund categories used in the Guide, the online version also includes links to field definitions and a category definitions document. Finally, for further information on individual ETFs, the online guide includes a direct link to each fund family’s website.
The online version of the ETF Guide, the downloadable spreadsheet and more is located at www.aaii.com/guides/etf-guide. We think you will find it to be a very useful resource.
AAII.com has upgraded its member management system, which requires you to use an email address for your login name and to change your password. If you have not yet updated your login name to an email address and set up a new password, you will not be able to access the members-only areas of AAII.com. To update your online credentials, go to www.aaii.com and click on Member Login in the upper right corner. The first time you log in using a different computer system, you will be prompted to enter your new credentials. Thanks for your cooperation.