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ETF Investors – Who Are They?

Exchange Traded Funds (ETFs)* have been steadily rising in popularity over the past several years. So, this month we decided to take a closer look at the households who invest in ETFs.

The graphic below provides details on the likely financial profiles of ETF investors and you can click here to download our full infographic with additional insights on channel preferences, geographic breakdowns, generational trends, and more!

ETF Investors – Who Are They?

Source: ETF Investment Tendency Measures, WealthComplete®, Income360®, and Discretionary Spending Dollars™

*Exchange Traded Funds (ETFs) are funds that track indexes like the NASDAQ-100 Index, S&P 500, Dow Jones, etc. An ETF is an investment that holds a portfolio of securities, such as stocks or bonds, and trades like a stock. It can be a low-cost way to build a well-diversified portfolio.

Note: This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or investment advice.

IRA ETFs vs. Taxable ETFs

What percent of ETF investors are investing in each type?

  • IRA Only: 32%
  • Taxable Only: 26%
  • Both IRA & Taxable: 42%

 

Want to learn more?
Contact your account representative or click here.

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