| 5 Reasons to use Index Strategy Boxes |
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| Five Reasons to use Strategy Boxes |
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| 1) Search |
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| ETFguide's Index Strategy Boxes help you to find the exchange-traded funds (ETFs) you're looking for. Now you can search funds by their actual index strategy - not by how they've been labeled by fund marketers. |
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| The two most important factors in evaluating an index are: 1) How does the index select securities (passive, screened, quantitative) and, 2) How does the index weight securities (market capitalization, fundamental, or fixed weight). Index Strategy Boxes, the engine behind ETFguide's online database, tells you the answer to these important questions. |
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| This powerful financial tool delivers consistent and reliable search results. |
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| 2) Sort |
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| Sorting through the fast growing ETF market has never been this intelligent. |
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| ETFguide's Strategy Box database is the only place that allows you to sort funds by their asset class, fund category, product structure or index strategy. Other tools are limited to sorting ETFs by their market size, performance, or investment style. |
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| True to their robust capability, Strategy Boxes work across multiple asset classes including stock, bond, commodity, and currency indexes. In addition, this tool logically organizes not just traditional ETFs, but related products like ETNs and grantor trusts. |
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| 3) Compare |
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| ETFguide's online database lets you conduct side-by-side comparisons of index products from a new perspective. Now you can compare funds in specific Strategy Box categories by important financial metrics such as, expense ratio, performance, and risk. Learn what the average expense ratio for all fundamentally weighted funds is versus market cap or fixed weighted ETFs. |
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| Index Strategy Boxes provide a simple yet rigorous foundation for the informed evaluation of ETFs and other index based products. |
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| Don't be limited to traditional asset class or style box comparisons in analyzing ETFs. Broaden your perspective. |
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| 4) Research |
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| No other ETF tool tells you all the pertinent data you need to know. |
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| ETFguide's database contains other key information such as: |
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- Basic index data (EX: Number of approximate holdings inside the index)
Fund product structure type (EX: Open-end ETF, ETN, grantor trust, and partnerships)- Index snapshots that clearly explain what the index does
- Mapping of security selection and weighting method of the index
- Index sampling or full replication method identified
- Rebalancing frequency of the index revealed
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| Cut the time you spend on investment analysis in half - do your ETF research like a pro. |
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| 5) See |
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| ETFguide's Index Strategy Boxes help you to see the ETF marketplace with clarity. |
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| Strategy Boxes are a powerful visual aid to quickly identify and distinguish index strategies. Nine grid shapes are organized together and each shape represents a different index strategy. It's easy to understand for both individual and professional investors. |
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| This powerful financial tool lays the groundwork for accurate investment decisions and better portfolio construction. Add it to your arsenal. |
