ETFs vs. Mutual Funds: How to Choose?

Exchange-traded funds (ETFs) and mutual funds are both baskets of individual stocks, bonds, and other securities that provide investors with an easy way to invest and create a diversified portfolio. While they are more similar than not, there are key differences that may lead investors to select one over the other. The purpose of this Brief is to explain the similarities and differences so you can decide for yourself how to choose between these two common fund structures.

Mark Haser, M.B.A., CFP®
Mark Haser, M.B.A., CFP®
Mark is a Partner and Wealth Advisor with Artemis Financial Advisors LLC. He has an MBA from Boston College’s Carroll School of Management and is a Certified Financial Planner (CFP®) professional. Mark helps physicians and high-income families to optimize their cash flow, minimize taxes, and build a plan for long-term financial success.

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