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Why Should You Join the Schwab ETF Education Exchange®?

The Schwab ETF Education Exchange®? website is your one-stop resource for the latest insights and intelligence about the markets and ETFs. As investor interest in ETFs continues to grow, we believe there is an increasing need for objective ETF education and information. That’s why we created the ETF Education Exchange. 

Join today and tell us whether you’re relatively new to investing in ETFs, a long-time trader, or a Financial Professional using ETFs in your clients’ portfolios. Whatever your experience level, Schwab will aggregate and serve up content from a variety of ETF industry professionals that’s relevant and appropriate for your self-selected level of ETF knowledge.

Benefits of Joining

  • Access to timely, relevant ETF education and information from industry professionals
  • Aggregated information in one location
  • Content that’s served up to you based on your stated experience level
  • Information about upcoming webcasts, conference calls and other live events
  • Plus, it’s fast, free and easy to join
Register Now

Strategies & Insights

Looking for Tax Efficiency? Consider an ETFVideo
Guggenheim Investments - 3/21/2014

Helping your clients prepare for tax season? ETFs are tax-efficient investments that generally produce lower capital gains distributions than open-end mutual funds. The “Looking for Tax Efficiency” sheet describes how the ETF structure and the role of the authorized participant help to facilitate this process.

ETF LiquidityVideo
Invesco PowerShares, PowerShares Product Strategy & Research - 3/26/2014

Since the launch of the first exchange-traded fund (ETF) in 1993, millions of investors and thousands of financial advisors have discovered the liquidity advantages of ETFs. We believe financial professionals who want advanced ETF knowledge should take a closer look at some of the key aspects of ETF liquidity. This special report offers an overview of the participants, concepts and working terminology to enable liquid ETF trading.

Baby boomers and equity returnsVideo
Vanguard - 4/16/2014

There's a well-publicized belief that baby boomers' investments helped lift stock market returns in the 1990s. As members of this generation begin to retire, they will enter the asset-rotation phase of shifting equities toward income to help meet their expenses. Industry observers have voiced concerns that the retirement of millions of baby boomers could result in weaker equity returns and reduced demand for stocks going forward.

The active/passive decision in global bond fundsVideo
Vanguard - 4/16/2014

This paper examines the performance of active global bond funds compared with the Barclays Global Aggregate Bond Index over the ten years ended December 31, 2012. The authors demonstrate that once risk is taken into account, the performance of these bond funds is notably less favorable. The authors suggest taking into account all risks, including that of currency, when evaluating active global bond funds.

A topic of current interest: Bonds or bond funds?Video
Vanguard - 5/20/2013

Should an investor choose individual bonds instead of a bond fund when constructing a portfolio? Debate on this topic has intensified as many bond investors have asked whether they should prepare for an eventual rebound from the current low-yield environment by buying individual bonds. Authors of a new Vanguard research paper contend that the potential benefits of this strategy are often exaggerated.

When Rates Go Up, The Impact of Interest Rate Changes on Fixed Income ETFsVideo
BlackRock iShares - 5/1/2013

As market participants continue to wrestle with views on the direction of growth, inflation and interest rates, questions have emerged with regard to how different fixed income investments will react to changes in interest rates, and rising rates in particular. This paper will discuss the behavior of individual bonds and fixed income index exchange traded funds (ETFs) with respect to changes in interest rates.

  • Strategies
    • Portfolio Construction
    • Risk Management
    • Tax Management
    • Trading
  • Market Insights
    • Viewpoints
    • Equity
    • Fixed Income
    • International
    • Commodities
    • Currencies
    • Specialty
    • Inverse & Leveraged
    • Active
    • Indexing
    • ETNs

ETF Education

5 Things You Should Know About ETFsVideo
BlackRock iShares - 2/17/2014

Learn why ETFs are one of the fastest growing investment vehicles among investors today.

The active/passive decision in global bond fundsVideo
Vanguard - 4/16/2014

This paper examines the performance of active global bond funds compared with the Barclays Global Aggregate Bond Index over the ten years ended December 31, 2012. The authors demonstrate that once risk is taken into account, the performance of these bond funds is notably less favorable. The authors suggest taking into account all risks, including that of currency, when evaluating active global bond funds.

Commodities as an Asset ClassVideo
Invesco PowerShares, PowerShares Product Strategy and Research - 4/15/2014

Traditionally, a commodity is defined as a tangible asset that can be used as an input to produce another good or service. Before the existence of ETFs, investments in commodities were limited mostly to large, well-capitalized institutional traders. Now, ETFs have made commodities widely available, and many have advocated thinking of commodities as an independent asset class. This paper explores the benefits and risks of owning different commodity ETF structures: futures, physical and equities.

Volatility in PerspectiveVideo
ProShares | ProFunds - 8/6/2013

Volatility is one measure of risk that should be considered carefully with every investment. But, what is volatility and why does it matter? Get answers to these questions, as well as a look at 10-year historical volatility results across more than 60 broad and sector indexes.

Exploring the next frontier: A review of frontier equity marketsVideo
Vanguard - 5/20/2013

Frontier markets represent a tiny slice of the global equity market; the countries that are collectively classified as frontier aren't traditionally included in broad global equity indexes. The potential for growth must be weighed against risks that include liquidity, market structure, and political climate. A new Vanguard research paper describes the overall characteristics of frontier markets and examines the case for investment and the considerations of including them in a diversified portfol

  • Classroom
    • ETF Basics
    • ETF Selection
    • ETF Mechanics
    • ETF Trading
    • Advanced Topics

ETF Industry Intelligence

Build a Smarter Portfolio with Fundamental StrategiesVideo
Charles Schwab, Anthony B. Davidow - 2/17/2014

Schwab believes an optimal portfolio contains exposure to fundamental strategies, market-cap strategies and active management. Find out how to build one based on your individual needs and risk tolerance.

Baby boomers and equity returnsVideo
Vanguard - 4/16/2014

There's a well-publicized belief that baby boomers' investments helped lift stock market returns in the 1990s. As members of this generation begin to retire, they will enter the asset-rotation phase of shifting equities toward income to help meet their expenses. Industry observers have voiced concerns that the retirement of millions of baby boomers could result in weaker equity returns and reduced demand for stocks going forward.

US ETP Landscape, March 2014Video
BlackRock iShares - 4/16/2014

A monthly focused recap of key trends and statistics in the US ETP market.

A topic of current interest: Bonds or bond funds?Video
Vanguard - 5/20/2013

Should an investor choose individual bonds instead of a bond fund when constructing a portfolio? Debate on this topic has intensified as many bond investors have asked whether they should prepare for an eventual rebound from the current low-yield environment by buying individual bonds. Authors of a new Vanguard research paper contend that the potential benefits of this strategy are often exaggerated.

BlackRock Market Perspectives: The End Of The Consumer?Video
BlackRock iShares - 5/1/2013

What the long-term decline of consumption means for investors.

  • Industry
    • Regulatory
    • Updates & Trends
Schwab Resources

Schwab.com/ETF - Schwab is the place for ETFs, with the tools and resources you need to help you select the ETFs that are right for you.

Looking for help picking ETFs? The Schwab ETF Select List® refines your choices so you can make more informed investing decisions.

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