Todd Rosenbluth

Value ETFs can vary widely depending on how the index provider defines the term, as evidenced by the differences in the value and growth slices of the S&P 500 and Russell 1000 benchmarks.

A look at which ETFs and index providers are behind the strong growth in 2019.

Just three in ten large-cap mutual funds outperformed the S&P 500 Index over the past year, according to data released this week. The numbers fall even further the longer back you look.

As interest in ESG picks up, these S&P 500-based ETFs should be in demand. But how closely do they track the original index?

The Industrials and Materials sectors regularly outperform during the November-to-April six-month period, but is a cap-weighted ETF or equal-weighted ETF the better approach?

Fixed income and lower-risk equities have been the darlings of ETF inflows so far this year.

Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA Research, looks back at the 2019 Wealth/Stack conference, and why research tools can help free up advisor resources to meet client needs.

Among the biggest asset managers, Vanguard and Charles Schwab stood out from the pack.