Experts advise on incorporating exchange-traded funds into your investment portfolio


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Whether you’re a new or a seasoned investor, exchange-traded funds, or ETFs, are one option for your portfolio, depending on your goals and risk tolerance, experts say. 

ETFs are a wrapper for individual assets such as stocks and bonds, similar to mutual funds. However, many ETFs have better tax efficiency and lower expense ratios than mutual funds, driving many investors to make the switch.

“ETFs have come a long way over the past 15 to 20 years,” said certified financial planner Barry Glassman, founder and president of Glassman Wealth Services in McLean, Virginia. He is also a member of CNBC’s Financial Advisor Council.

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Here’s a look at other stories offering insight on ETFs for investors.

In 2022, investors sold more than $900 billion from mutual funds and poured roughly $600 billion into ETFs, according to Morningstar data. The net difference was the largest on record.

With the continued shift underway, we spoke with experts from CNBC’s FA Council to find out how they’re using ETFs in client portfolios.

Tax efficiency is the ‘most attractive feature’

How ETFs help diversify portfolios

ETFs are ‘a little bit more intentional’

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