Why Not All Index Funds Are Created Equal

Why Not All Index Funds Are Created Equal

With the increasing popularity of index funds, index creation has become big business. There are sector index funds, smart beta index funds, equal weighted index funds, and many others, making it that much more challenging for investors to make sensible investment decisions.


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Investment involves risks. The investment return and principal value of an investment may fluctuate so that an investor's portfolio, when redeemed, may be worth more or less than their original value. There is no guarantee that the strategies will be successful. Past performance or the use of an advisor is no guarantee of future results.

The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.

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The video on this page was originally published March 16, 2018. It is republished here with permission of Ben Felix. No further republication or redistribution is permitted without the written consent of Ben Felix.