Monday, July 2, 2018

EXCHANGE TRADED FUND VS INDEX FUND



Index fund

It is a type of mutual fund whose portfolio of stocks tracks an exchange index like the Sensex. So it is a passively managed fund with stocks in the same proportion as the index it's tracking and has a low operating cost and low portfolio turnover. However, it may not reflect the same returns as the index due to what is known as `tracking error'. This is because these funds also have a certain percentage of cash and other assets for liquidity.

Exchange traded fund

These are also mutual funds that track an index, commodity or bonds and have stocks in the same weightage as those in the index it tracks. However, the main difference is that these can be traded on the stock exchange during the day like other stocks and, hence, one needs a demat account to operate these. ETFs typically have higher daily liquidity and are more transparent.







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