ETF investors keep calm and carry on

Schwab Asset Management’s latest ETFs and Beyond Study indicates that amid market uncertainty, investors are confident in their choice of ETFs, with many leaning toward actively managed options.

2024 ETFs and Beyond Study

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Key Findings:

ETF investor confidence is soaring.

97% say they are “somewhat or extremely confident they can meet their investing goals".

ETFs continue to see a steady stream of new adopters.

Nearly half of non-ETF investors (45%) say they are likely to consider purchasing an ETF in the next two years. 

Cost is important to all ETF investors.

But it’s more likely to be extremely important to older generations.

 

 

Millennial ETF investors are more likely to think they have the skills to outperform the markets.

They are also more likely to say they prefer to take on more risk for higher returns. 

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About the study

Schwab Asset Management commissioned Logica Research to conduct an online survey of a total of 2,200 individual investors between the ages of 25 and 75 with at least $25,000 in investable assets, 1,000 of whom have bought or sold ETFs in the past two years (ETF investors) and 1,000 of whom have never bought or sold ETFs or have not bought or sold ETFs within the past two years (non-ETF investors). Survey respondents included 200 investors who started investing in 2020 or after. The study was conducted from July 2nd to July 20th, 2024. Survey respondents were not asked to indicate whether they had accounts with Schwab. All data is self-reported by study participants and is not verified or validated. Logica Research is neither affiliated with, nor employed by, Charles Schwab & Co., Inc.

 

Schwab Asset Management’s latest insights on ETF investors come as the company marks the 15th anniversary of its family of ETFs. Schwab Asset Management rose to become the fifth largest provider of ETFs1 with a disruptive strategy of driving costs lower and a commitment to growing a focused lineup of foundational products that help meet clients’ core investment needs.

Today, Schwab Asset Management has 31 ETFs, including 10 fixed income offerings, and it continues to leverage its scale and deep capital markets capabilities to grow its offering and challenge the industry on costs.

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Industry Investing Research
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1 Source: VettiFi, ETF Issuer League Table by AUM, September 27. 2024.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Investing involves risk including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab ETFs. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management is a separate but affiliated company and subsidiary of The Charles Schwab Corporation and is not affiliated with SIDCO. 

 

1024-XUJO

1 Source: VettiFi, ETF Issuer League Table by AUM, September 27. 2024.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares of ETFs are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Investing involves risk including loss of principal. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Schwab Asset Management® is the dba name for Charles Schwab Investment Management, Inc., the investment adviser for Schwab ETFs. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). Schwab Asset Management is a separate but affiliated company and subsidiary of The Charles Schwab Corporation and is not affiliated with SIDCO.