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ETF Investing Guide: Build a Low-Cost Diversified Portfolio

Learn how exchange-traded funds work, choose the right index funds, and build a simple portfolio that outperforms most active investors.

12 min read

What is an ETF?

An ETF (Exchange-Traded Fund) is a basket of securities - stocks, bonds, or other assets - that trades on an exchange just like a regular stock. When you buy one share of an S&P 500 ETF, you instantly own a piece of all 500 companies in the index.

Most ETFs are passively managed, meaning they simply track an index rather than trying to beat it. This results in lower fees and, historically, better performance than most actively managed funds.

Instant Diversification

A single share of VTI (Vanguard Total Stock Market ETF) gives you exposure to over 4,000 US stocks. One purchase, complete diversification. No need to pick individual winners.

Why ETFs Are Popular

  • Low costs: Expense ratios as low as 0.03% (vs 1%+ for active funds)
  • Diversification: Own hundreds or thousands of stocks in one fund
  • Simplicity: Trade like stocks, buy/sell anytime market is open
  • Tax efficiency: Lower capital gains distributions than mutual funds
  • Transparency: Holdings disclosed daily

ETFs vs Mutual Funds

ETFs

  • Trade throughout the day
  • Real-time pricing
  • Lower expense ratios (typically)
  • No minimum investment
  • More tax efficient
  • Commission-free at most brokers

Mutual Funds

  • Trade once daily at market close
  • NAV pricing only
  • Often higher fees
  • May have $1,000-$3,000 minimums
  • Can trigger capital gains distributions
  • Automatic investing easier

How to Choose ETFs

Key Metrics to Evaluate

  • Expense Ratio: Annual fee as a percentage of assets. Lower is better. A 0.03% fund costs $3/year per $10,000 invested.
  • Assets Under Management (AUM): Larger funds tend to be more liquid and have tighter bid-ask spreads.
  • Tracking Error: How closely the ETF follows its index. Should be minimal.
  • Bid-Ask Spread: The difference between buy and sell prices. Smaller is better.

Expense Ratios Compound

A 1% expense ratio might not sound like much, but over 30 years it can cost you 25% of your final portfolio value. The difference between 0.03% and 1.00% on $100,000 over 30 years is over $100,000 in lost returns.

CategoryETFExpense RatioWhat It Tracks
US Total MarketVTI0.03%Entire US stock market (4,000+ stocks)
S&P 500VOO / SPY0.03% / 0.09%500 largest US companies
InternationalVXUS0.07%All non-US stocks
Total BondBND0.03%US investment-grade bonds
Total WorldVT0.07%Global stocks (US + International)
GrowthVUG0.04%US large-cap growth stocks
DividendVYM0.06%High-dividend US stocks

Building an ETF Portfolio

You don't need dozens of ETFs. A simple 2-3 fund portfolio can provide complete diversification.

Example: 3-Fund Portfolio

60%US Stocks
20%Int'l Stocks
20%Bonds
VTI VXUS BND

The Bogleheads 3-Fund Portfolio

This simple approach - total US stock, total international, total bond - has outperformed most professional investors over the long term. Learn more in our Bogleheads guide.

Common ETF Investing Mistakes

  • Over-diversifying: Owning 15 overlapping ETFs doesn't help - 3 is often enough
  • Chasing performance: Last year's top performer rarely repeats
  • Ignoring expense ratios: Small differences compound to huge amounts
  • Trading too often: ETF liquidity makes it tempting, but patience wins
  • Neglecting rebalancing: Annual rebalancing maintains your target allocation

Frequently Asked Questions

What is an ETF?
An ETF (Exchange-Traded Fund) is a basket of securities that trades on an exchange like a stock. Most ETFs track an index, giving you instant diversification across hundreds or thousands of stocks with a single purchase at very low cost.
What is the difference between ETFs and mutual funds?
ETFs trade throughout the day like stocks with real-time pricing, while mutual funds trade once daily at market close. ETFs typically have lower expense ratios, greater tax efficiency, and no minimum investment requirements. Mutual funds may be better for automatic investing.
What is an expense ratio?
The expense ratio is the annual fee charged by the fund, expressed as a percentage of assets. A 0.03% expense ratio means you pay $3 per year for every $10,000 invested. Lower is better - even small differences compound significantly over decades.
How many ETFs do I need?
You can build a fully diversified portfolio with just 2-3 ETFs. A total stock market ETF plus a bond ETF covers domestic needs. Add an international ETF for global exposure. More isn't always better - simplicity has value and reduces the temptation to tinker.

Track Your ETF Portfolio

AllInvestView shows your ETF allocation, performance, and dividend income across all your brokers in one dashboard.

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