Here’s an Easy Checklist to Evaluate Any ETF

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What questions should you ask about an ETF before you make an investment? What about when two or three ETFs seem practically the same? In this episode, Todd Rosenbluth, a mutual fund and ETF analyst with CFRA, joins the podcast to discuss his due diligence checklist. This is a topic that can get weedy in a hurry; if you're new to ETFs, just think of it like you’re looking under the hood of a car. Start by evaluating the holdings, weightings, and costs, and then you can start wading into next-level stuff like liquidity and volatility. By the end of this episode, you’ll learn how expert analysts view any ETF.

To contact the authors of this story: Joel Weber in New York at jweber66@bloomberg.net, Eric Balchunas in Skillman at ebalchunas@bloomberg.net.

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