Diversified investments that trade like stocks
Exchange-Traded Funds (ETFs) are investment funds traded on stock exchanges, much like stocks. ETFs hold assets such as stocks, bonds, or commodities, and generally operate with an arbitrage mechanism to keep trading close to their net asset value.
Track specific market indices like the S&P 500 or NASDAQ, offering broad market exposure.
Focus on specific industry sectors like technology, healthcare, or finance.
Invest in markets outside your home country for global diversification.
Provide exposure to various types of bonds with different maturities and credit qualities.
Track the price of commodities like gold, oil, or agricultural products.
Invest in real estate investment trusts (REITs) and property companies.
Focus on specific themes like clean energy, cybersecurity, or artificial intelligence.
Designed to perform opposite to their benchmark, rising when the market falls.
| Feature | ETFs | Mutual Funds | Individual Stocks |
|---|---|---|---|
| Trading | Throughout trading day | End of trading day | Throughout trading day |
| Minimum Investment | Price of one share | Often $1,000+ | Price of one share |
| Diversification | High | High | Low |
| Expense Ratios | Typically low | Typically higher | N/A |
| Tax Efficiency | High | Lower | Varies |
Our team can help you build a diversified ETF portfolio aligned with your goals.