Why Your Mutual Fund Advisor Needs a Magic Crystal Ball

Listen to The ETF Store Show every Tuesday at 9am on ESPN 1510 as we cover everything you need to know about Exchange Traded Funds and the world of investing.

On our most recent radio broadcast, we discussed the underperformance of actively managed mutual funds and how fund fees play a major role in why mutual funds tend to come up short.  A recent article from InvestorPlace provided yet another in a long line of analyses showing how passively managed ETFs tend to outperform actively managed mutual funds over time.  The article adeptly pointed out that several iShares ETFs had outperformed mutual funds in six out of seven equity categories over the past ten years and three out of three fixed income categories over the past five years.  We explained why we think ETFs are the best way to go for investors and why advisors pushing mutual funds should invest in magic crystal balls.

Plus, we answered your questions on investing and ETFs including the ProShares UltraShort Euro ETF (EUO) and several dividend paying ETFs such as the SPDR S&P Dividend ETF (SDY) and Vanguard Dividend Appreciation ETF (VIG).  Listen to the full show here and also catch our weekly market update and ETF Spotlight (ticker DEM).

Picture of Nate Geraci
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.

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