ETF Analysis Series

For investment professionals, understanding what an ETF fund is means having a methodology to deconstruct any fund, quantify its components, and determine portfolio suitability using Excel.

The ETF vs. Mutual Fund debate isn't about which is better—it's about which is the right tool. Learn how to conduct data-driven comparisons in Excel using MarketXLS.

Cost is one variable you can control in asset management. Learn what an ETF expense ratio is, how ETF fees work, and how to determine if a fund's costs are justified.

Learn how to build an ETF portfolio that's truly diversified. Discover how to identify and eliminate hidden overlap using professional-grade analysis tools.

Performance is only half the story—risk is the other half. Learn how to measure ETF risk alpha, ETF risk beta, and ETF risk Sharpe ratio using quantifiable metrics.

Bond ETFs are the bedrock of portfolio diversification, but they're not simple bonds. Learn what a bond ETF is, how it works, and how bond ETF dividends are taxed.

Beyond passive index funds lie specialized ETFs: leveraged, inverse, and covered call funds. Learn what these advanced strategies are and their critical risks.

Gold ETFs provide hedging against inflation and volatility. Learn how to invest in gold ETFs, compare physically-backed vs. mining funds, and find the best gold ETF.

Spot Bitcoin ETFs launched in 2024, unlocking institutional access to cryptocurrency. Learn which bitcoin ETF is best by tracking fund flows, fees, and liquidity.

Managing risk is as critical as managing returns. Learn how to hedge a portfolio with ETFs using strategic asset allocation and tactical hedging instruments.