Evaluating ETFs: There’s More Than Just Fees

by Nate Geraci
February 12, 2019

While fees are important, there are other considerations when selecting ETFs. D.J. Tierney, Managing Director & Sr. Client Portfolio Strategist at Charles Schwab Investment Management, explains what he believes are critical factors when evaluating the universe of ETFs. ETF.com’s Sumit Roy goes in-depth on an often overlooked aspect of ETF due diligence – trading spreads. Premise Capital’s Jacob Hutchinson spotlights their Frontier Advantage Diversified Tactical ETF (TCTL).

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Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

Evaluating ETFs: There’s More Than Just Fees

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