ETF Prism Report: Embracing Transparency

One of the greatest benefits of ETFs is transparency. However the fact that all investors can see the underlying holdings

One of the greatest benefits of ETFs is transparency. 
However the fact that all investors can see the underlying holdings is often taken for granted. Many investors trust this transparency so much that they assume they don’t need to look “under the hood”.


Our research has uncovered:

  1. Small cap ETFs that aren’t very focused on small caps.
  2. Stocks that somehow are included in large, mid and small cap ETFs from one issuer.
  3. An inherent Value Factor bias in one issuers’ Core ETFs.
  4. Concerns with blending different index families.
  5. Almost 30% between the growth and value offerings from another issuer.

Take a look at our latest ETF Prism report for some examples of the ways embracing ETF transparency can improve how one constructs an ETF portfolio.