FYI: Investors often face a difficult choice: Should they buy a mutual fund or the equivalent ETF version?
For many investors, the simple answer is to go with the fund with the lowest fee. Others instinctively choose the most experienced manager. But the smartest choice turns out to be a lot more complex.
Investing ideas for value stocks
These seven funds could help get you prepared for the shift to value stocks.
Read: Funds to consider
An analysis of 66 matched ETF/mutual-fund pairs (those with the same holdings and objective) from the top five fund families (Vanguard, BlackRock/iShares, Schwab, Invesco/PowerShares, State Street/SPDR) shows that if an investor wants to buy and hold an ETF or mutual fund for more than a year, then in general the ETF will make better sense financially than the mutual fund, especially when it comes to equity funds. Yet some interesting variations persist by fund type.
Regards,
Ted
https://www.fidelity.com/insights/investing-ideas/mutual-fund-vs-etf-2018
