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Compare the Benefits of Mutual Funds vs. ETFs 

Exchange Traded Funds Home   Mutual Funds vs. ETFs   Introduction to Mutual Funds   Buying on Margin     


Compare Mutual Funds versus Exchange Traded Funds (ETFs) to see which type is right for you.


Benefit

ETFs

Mutual Funds

Diversification

Yes

Yes

Active fund management

No

Yes

Lower expense ratios

Yes

No

Hands-on intraday trading

Yes

No 

Financial transparency

Portfolio Holding 
Reported Daily

Portfolio Holding Reported 
Semiannually or Quarterly

Options trading

Yes

No 

Stagnant index

Yes

No 

Sell short

Yes

No 

Time control

Yes

No

Dividends reinvested automatically

No 

Yes

 Investment Bonds ~ Fixed Income     College Planning     Retirement Planning     Options Trading     Stock Yield Enhancement Program           

As with any investment, there is risk. Mutual Fund Investors should consider these risks, the investment objectives, charges and expenses outlined in the prospectus carefully along with their own personal risk tolerance before investing in any Mutual Fund (or any other type of investment). Past performance does not guarantee future results. For a prospectus containing complete information, contact the fund you are considering or your broker at 1-800-50-PLACE or 1-919-719-7200. Read the prospectus carefully before you invest. Past performance is no guarantee of future results. Principal value and investment returns will fluctuate with changes in market conditions. An investor's shares, when redeemed may be worth more or less than their original cost. Mutual Funds are not FDIC insured.

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Learn more about retirement planning by visiting some of the links below:

Roth IRA

SEP IRA

SIMPLE IRA

Traditional IRA

Qualified Plans

Rollover IRAs

Find out how Place Trade can help you get the most out of your college planning by visiting some of the links below:


Coverdell ESA

529 College Savings Plans

UGMA/UTMA Accounts