There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. When evaluating the pros and cons of responsible investing, ...

When it comes to integrating ESG factors into investment strategies, market participants may be interested in deviations from the benchmark. Improving the ESG profile ...

Investors who study their index funds closely eventually learn of tracking error — the difference between the fund’s performance and that of the underlying index ...

Here’s how I know the ETF Revolution has long since passed, and what we’re living in now is the new ETF normal:The questions from advisors are getting a lot smarter. I used to get emails about how ...

Tracking error, the amount by which an ETF's returns deviate from its benchmark index, is a fact of life and an often ignored fact at that. In some instances, a high ...

Volatile prices and high inflows impact gold and silver ETFs, affecting tracking error and overall investor returns.

Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns. Taxes can have a major impact on the long-term ...

The iShares Semiconductor ETF tracks semiconductor sector performance with major holdings like Broadcom, Nvidia, and AMD. SOXX has underperformed its benchmark, has a ...

Index funds have increasingly become the default suggestion for many investors, especially those who don’t want to spend time picking stocks or chasing fund managers. The logic is simple: choose a ...

Despite those examples, ETFs generally have very small tracking errors. That's because fees are very low, and, since ETFs are traded like stocks, they do not have to buy and sell securities to meet ...