Index Funds vs Mutual Funds vs ETFs | Which Is Best?

[@WhiteBoardFinance]

What are some of your favorite index funds and ETFs?

[@stormb28]

VTI and SWPPX

[@Raiga2k9]

VOO is GOAT

[@user-bm6wu9zw9m]

SCHD is the king of ETFs.

[@rebekkacostello8790]

VUSA

[@drewbny78]

XLK, SMH

[@HectorSnipes]

I like investing in closed-end funds that pay monthly dividends. The key is to hold them long-term and reinvest the dividends, plus buy more shares regularly. Since these funds trade like stocks, it's easy to build a portfolio that could generate $150k to $170k in annual dividend income.

[@crystalcassandra5597]

Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional

[@VictorBiggerstaff]

The market doesn’t have to feel like a rollercoaster if you know what you’re doing. There are plenty of ways to make a profit right now. If you’re unsure, try investing in strong companies with good earnings, or talk to an advisor about ETFs and managed funds. With some help, I’ve seen a 65% increase in one year.

[@grego6278]

Could you recommend your advisor? I'll be happy to use some help.

[@VictorBiggerstaff]

Rebecca Noblett Roberts is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@BateserJoanne]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@Patricia-Margaret]

Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.

[@Willywillscheng]

So far, as I learn and understand the basics of investing, I’ve found Herman Jonas to be of great help to me in my investment journey.

[@Rigbully]

@Maisymaisy All of this is new to me. I don’t even know where to begin. I want to do this for the long term. Is Herman taking investors and is there a means to reach him?

[@Rigbully]

@Maisymaisy Thanks, I’ll shoot him a message right away!

[@Haddlly]

Well, that's your view. In my experience, there is no such formula, It is nearly impossible to achieve success with investing. It’s all just gambling.

[@Bridget-l7p]

Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as stock, EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE

[@Bako-b8j]

The strategies are tough for the everyday person. They are mainly executed successfully by professionals who have a considerable amount of skill and knowledge to execute such trades.

[@DavidLucas-so8rr]

Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.

[@SarahTaylor_]

That makes perfect sense; you seem to have a better understanding of the market than we do. The coach is who?

[@DavidLucas-so8rr]

“LAURELYN GROSS POHLMEIER ’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@trazzpalmer3199]

I appreciate the lead. I did some research on her and emailed her. I'm hoping she responds to me quickly.

[@Mrclassic7]

Now that's some good explaining. Went 32 years not knowing the difference until watching this video. Thank you

[@WhiteBoardFinance]

Glad it helped!

[@SkepticalMechanic-l9x]

Insightful video. I just want to know best how people split their pay, how much of it goes into savings, spendings or investments. I'm 27, and earn nothing less $150k per year, but nothing to show for it yet.

[@devereauxjnr]

When people have money, they spend it. And some people spend more money when they have more of it. If you want to improve your financial management, you should consult with a financial advisor.

[@viewfromthehighchairr]

@@devereauxjnr That's right, you can avoid the traps of lifestyle inflation by consulting an expert advisor to help you plan for your short- and long-term goals; it all comes down to proper guidance. Over the past two years and six months, I have seen my income build wealth and now have a fully paid off house and at least $650,000 in stocks. All this is the result of subsequent investments with my savings and the application of expert advice.

[@AlbertGReene-p8w]

@@viewfromthehighchairr Nice, who is the Financial Advisor aiding you if this is not much i'm asking? my retirement plans are going down the drain with my 401k particularly losing everything it gained ever since 2021.

[@viewfromthehighchairr]

@@AlbertGReene-p8w My advisor is the quite famous NICOLE DESIREE SIMON She has been making a fortune online worth millions of dollars in digital assets for a select few for years. Lately, these types of services have appeared that allow you to copy the results of the experts. She demonstrates how to copy it automatically using that system.

[@AlbertGReene-p8w]

@@viewfromthehighchairr Thanks for the info, i found her website and sent a message hopefully she replies soon.

[@KatherineAnderson-lm8bw]

Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains. The examples you provided are relevant, and I personally benefited from the market crisis, as I embrace challenging times while others tend to avoid them. Well, at least my advisor does too, jokingly.

[@HenryBryant-zv2qw]

Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields.

[@DeborahCarlson-uf5be]

This is superb! Information, as a noob it gets quite difficult to handle all of this and staying informed is a major cause, how do you go about this are you a pro investor?

[@KatherineAnderson-lm8bw]

Through closely monitoring the performance of my portfolio, I have witnessed a remarkable growth of $483k in just the past two quarters. This experience has shed light on why experienced traders are able to generate substantial returns even in lesser-known markets. It is safe to say that this bold decision has been one of the most impactful choices I have made recently.

[@ClaraBarton-ys4io]

Wow, that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.

[@ConnieGriffith-u4z]

I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?

[@financetime6353]

Finally someone explaining very clearly the differences between mutual funds, index funds and ETFs. Good job

[@Vaisero]

i know! i thought hte same! ive been struggling to understand this for the last few days and i just found this!

[@murphygreene2291]

The best way to find growth stocks, key features to keep in mind is as follows: 1. Ensure gross margins are greater than 50% 2. Ensure P/E ratio is less than 100 3. Buy companies that are PROFITABLE, very important irrespective of sector. 4. Debt to equity ratio is less than 30% 5. Current ratio is above I 6. and a Float under 100 million One stock that fits the bill is FLGT (Fulgent)

[@johngary7980]

I'm so happy for taking the bold step in working and investing 1bitcoin with her after a week I received 2.5bitcoin to my wallet .

[@thompsoncherish6264]

Shiba coin is the further investment in it now is wisest thing to do now especially with the current Rise Stocks are good but shiba coin is more profitable...

[@babaramurphy6888]

Nora Mea investment has reported to have increased earnings for beginners but other favorable developments has to be considered to anticipate desired trading outcomes.

[@investanswer2823]

< I think a Good T/A like her will pay off more than random u-tube videos, a lot of KZbinrs don't actually care if you loose money, they just want more views and traffic

[@gorgepatrick3739]

I hope this is actually worth it as i need someone with very good knowledge of the challenges most I face in investing

[@Grace.h-t8o]

Stocks are falling and bond yields are rising, but markets still don’t seem convinced the Federal Reserve will pursue plans to keep increasing interest rates until inflation is under control. I'm still at a crossroads deciding if to liquidate my $138k stock portfolio, what’s the best way to take advantage of this bear market?

[@JaneBlac-]

That's up noticeably from 41% in the second quarter again, despite shaky-looking markets in August.

[@Dave_East]

Please can you leave the info of your investment advisor here? I’m in dire need for one.

[@RayaMarcus]

Thank you for the information. I conducted my own research and your advisor appears to be highly skilled and knowledgeable. I've sent her an email and arranged a phone call. Her expertise is impressive, and I'm eagerly anticipating our conversation.

[@willian8156]

Whatever you do always have a plan of what to expect but prepare for risks, understanding this one information saved me from losses I wasn’t prepared for, opened an investment portfolio and stories started coming in till I found the right way

[@olivia4182]

Information and will is what differentiates a man from a man, the line between the rich and poor

[@willian8156]

Stay careful in the market and also use expertise and seek help because you can’t know it all, that’s what I do using a pro

[@Vaisero]

Ive looked for days for a good simple real explanation of these inbetween them, and this is, NOT ONLY the best video/description, its THE ONLY one i could find.

[@pierrec.dussault2138]

Your channel is amazing man, gold mine of information and comedy

[@stanalachniewicz1082]

Thanks!

[@taeelor94]

Your page is incredible every time I search a new question on KZbin a video of yours with the answer pops up. Thanks for all the knowledge!!

[@kathleenstoner.n7499]

Legends to embrace if you want to get rich investing Mark and Gary Joe Wilde.

[@Brussardjnr]

cardone too. Don't know why Gary Joe Wilde chose not to own a video channel here like other pros. He is older and even more advanced.

[@sakhalittle9206]

@@Brussardjnr Obeying regulations he is not permitted to own or operate an investing video channel.

[@patriciacleveland2588]

@@sakhalittle9206 Chris and Briana used to promote him in their vids. It's been a while though. Learned he is a mentor to quite a good number of reputable pros here.

[@pizzaguy7998]

@Kentucky Same here.

[@dextermorgan4172]

11:38 lmfao the flash of Dave Ramsey 😂😂

[@TheMightyNate]

Im watching marko thank you again happy holidays man

[@thestylishman2536]

Successful people don't just become that way overnight. What most people see at a glance wealth, a great career, purpose is the result of hard work and hustle over time. I pray that anyone who reads this will be successful in life.

[@joshuapatel163]

You are right, so many people don't know this

[@Perla.pagoyo]

Cypto is lucrative, people are just confused because of it's volatility

[@SarahColemann]

Cypto trading is one of the easiest way to get out of poverty if you know your way around it

[@beckyrowe7170]

I do watch because of your impeccable sense of humor...I also just googled those terms... but I usually hit your videos cause I enjoy them... right on.

[@Riggsnic_co]

Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.

[@Mohaimam316]

Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

[@maga_zineng7810]

The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

[@usieey]

please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?

[@Mohaimam316]

My advisor is ‘’Catherine Morrison Evans’’ she’s highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market

[@usieey]

I searched her up online and checked out her credentials since I was so intrigued. Top-notch! I emailed her to inquire about accepting new clients.

[@trenton299]

This guy has great information, speaks well. The only dislike is, the commercials that he has popping up every few minutes are long infomercials, and unless you are sitting at the pc to click the SKIP button, his video literally becomes a whole new video about some health supplement. Prefer if your going to have constant pop up Ads, that they be 15 seconds or maybe 1 minute, but it is irritating that i have to constantly go back to my pc and click SKIP or else am stuck listening to a whole new video that has nothing to do with investments.

[@keenheat3335]

btw fidelity start to offer 0% expense ratio S&p 500 tracking etf

[@benjaminkaranja9695]

Markoooooooo!!!!!!! taking me back to school son!!!... love the presentation & your terrible dad jokes LOL... new investor here . just trying to squeeze a dollar out of a quarter....keep the content up brother learning & growing in this …. hope you get that 911 Porsche money ....

[@williamwallace732]

Bro that shot of Dave Ramsey for .01 seconds LMFAO

[@crizdancemedia]

I was dying at that LMAO 🤣

[@stormb28]

Nice shot at David Ramsey

[@ericachapman6749]

I love the Dave cameo! Thank you for sharing your knowledge and sense of humor

[@MrDonny27]

Hey

[@TheKiman2]

I gently clicked the like button. Thanks for the excellent summary of the 3 funds.

[@mar_chant]

👆Hit me up...,,,

[@dyanasabet9782]

Wish I could give extra likes for your sense of humor

[@FinancialFreedomMadeSimple]

Thanks Marko for a very clear explanation of the differences of these.

[@Spookshow1000]

I smashed it because I suck at trading. I'm a loser baby, so why don't you kill me. Thanks Marko, you truly are a gentleman and scholar no matter what the comments say.

[@RashedHaikal22]

Huge amount of free knowledge greatly presented! Thank you! Also with humor :)

[@Reaper7mk]

Phenomenal video man! Good job

[@willardharper8038]

Successful people don't become that way overnight. Nobody become successful and self dependent by working for others or just sitting at home and doing nothing. what most rich people who are successful today do secretly is investing. I really thank STACY GRIFFIN. she is the best manager ever

[@josepwebster6193]

Thanks very much, I decide to give Stacy Griffin a try and believe me there was a great change in my profit earning. Thanks for your help

[@paigemorris830]

Hello, thanks for the enlightment. I actually trade with her as well with a loan from my friend and now with the profit I paid up and now, I'm happy and comfortable

[@robinslater455]

Wao.. you did invested with her as well? I invested $5,000 and I was so amazed at the huge profit she returned to me after one week. I make within a weak, I'm blessed. knowledge is power.

[@lucaelliott9419]

Same here, it's four months now I started investing with her and it's been a wonderful experience.

[@erinbarnes3502]

who made profits for you guys? I'm really in need of a professional who can manage my account and make profit for me. I'm always running at a loss trading myself

[@Gandalf17]

hahah that daves face exactly who came to my mid when u started to talk about mutualfunds

[@dynamics9000]

All beginners should go with Index funds

[@SimonEllwood]

Percentage fees have the same effect at all portfolio sizes. The clue is in the percentage part. The two factors that make fees "seem" worse is in times of poor returns as they become bigger drag on the growth and over time as they neutralise compounding.

[@TheAndrewLopezFinancePodcast]

Index funds, ETFs, and mutual funds? Seems risky, I’m sticking to GME and AMC

[@OurMoneyQuest]

Lol

[@carlosespinoza2493]

🚀🚀🚀

[@sherikayJA]

🤣 🤣 🤣 🤣 🤣

[@WarrenVanRoss]

Don’t forget about Bitcoin!

[@gregwessels7205]

Two stocks...that's diversification, right?

[@Tully3674]

Young people now making money, out in the workplace starting a career, needed this video. Marko on point, once again. One minor criticism - Most mutual funds are semi-actively managed. Usually higher the expense ratio, the more actively managed the fund is. Next video please - how to balance your holdings (depending on age).

[@lijolukose6965]

He has briefly mentioned that in the 3 fund portfolio vid. You might want to check out - kzbin.info/www/bejne/aZSyfWCQi5KUnNk

[@dmullins301TWM]

Great vid. Great presenter. I like this guy. Felt like I was learning finance from a (knowledgable) buddy.

[@bainez183]

You had me at hairline! 😂great video!👍

[@derekcole4197]

Marko you should do a video on 529 and ESAs! Especially now that you have a little one!

[@RoughRiderRuss]

Hey Marko, Merry Christmas! Even tho our Canadian accounts and taxes are a little different, your content still applies. Keep up the good work, love learning from you.

[@matthewconner463]

GREAT PRESENTATION 👏🏾👏🏾👏🏾👏🏾👏🏾marko

[@joanbryan4595]

*Rich people plays the money game to win.* *Poor people plays the money to not lose.* *The goal of the truly rich people is to have massive wealth. while the poor sees a surplus as an opportunity for consumption instead of lnvesting it.*

[@site_is_down]

Exactly! There is far big difference between the mindsets of the rich and the poor. The poor always want to earn more, but are afraid to lose their money, so how can it be possible at the same time? While the rich invest their money, never minding putting their money behind and letting it grow from there.

[@TAPPChannel]

again... today I bought PTPI for 17K and at some point I was 3500$ up but didn't listen to my wife and ended up with 2K profit... Looks like my biggest problem is to get rid off that 100K per share squeeze syndrome before I'll start to collect money. Until that point ETFs are a good option :D Thanks Marco for that one...

[@lawrencejacobs6950]

Great video explaining the difference between all three. In my youth, I invested into MF because I didn’t know about ETF’s. Now, I’m focusing on ETF’s and companies that pay dividends specifically.

[@enitanmafe9197]

@whatsAp♱➀➈❼２❷➀➇❽❻❽❼ scammer

[@loganbarnhouse3214]

Marko! My man! How is your fundrise portfolio doing?

[@markbernhardt6281]

If you put diffusion on that light it will knock out reflection and improve the lighting on your face.

[@TheDalyCoach]

Loving your content, Marko. It's clear and concise every time. Keep up the great work! 👊

[@L.O.G.]

Marko is the finance lecturer I never had. Great video as always.

[@johnl9135]

I always give a like for 95% of the time to show my appreciation I watched on KZbin bc a lot of the stuffs I'd watched is very informative. Things you don't learn at school. These people had putted in a lot of time putting these videos together. Thank you

[@WhiteBoardFinance]

I appreciate that!

[@dapperdon8250]

Merry Christmas, and thanks for your great videos . Came across your one of your videos and now am stuck to binge watching all your videos to learn and leave the rat race. My first question how do you get a financial advisor who can manage your portfolio. A lot of scammers online making it hard to know who’s real. Need help finding one

[@funfunfilms]

Thanks for video. So informative. I have to make sure listen few of your other videos.

[@jbateson311]

Well done, Marko. Cheers, mate.

[@alberta9985]

Which one do you prefer as expert?

[@jimh4167]

How about talking about how these different vehicles are taxed And include REITs and MLPs

[@jeandavidalexis3589]

Hi Marko, I enjoyed your segment on ETF vs Mutual Fund but I would like to hear your views on index funds vs ETF

[@jimhandler1129]

VTSAX, VFIAX, FXAIX, FSMDX, FSSNX, only because my 401K & HSA only offer specific funds, all investments are some for of retirement.

[@ryanrobot2003]

Great One!!! I took sooo many notes. I'm a missionary and I have someone managing my funds at 2.5% interest. How much should my portfolio manager make for me extra, to make it worth while to keep the manager?

[@charliehargrave7458]

compare tax efficency for a index fund compared to a etf

[@fearlab]

what are the best commodity etfs when inflation is high?

[@jweezy15able]

If you think about it, Tony Montana was investing into nontraditional assets.

[@crizdancemedia]

You know he was holding in his laugh when he said “this is really going to cook your noodle” when talking about Index Funds 😂

[@wonderingmind5072]

This was informative!! Thank you!!!

[@warsurplus]

Your information is very dated. Fidelity, Schwab and Vanguard all offer passive index mutual funds with as low or even lower ER as their ETF counterparts. And, both Schwab and Fidelity in-house funds have zero minimum investment thresholds. Also, mutual fund investing can be automated with dollar cost averaging. ETF investing typically cannot be automated except for very narrow circumstances like the M1 platform. Also, there are now some actively managed ETF products. And lastly, you failed to mention that with some ETF's that don't trade enough volume, the spread can be higher than some expect resulting in added costs on every purchase. For most buy and hold investors, mutual funds meet all the requirements they'll need.

[@tahayaseen6457]

Thanks for great effort to creat those videos Could you please share any information for people in iraq which looking to invest in etf etc...

[@lroptions1210]

Very clear and easy to understand ETF info. Very Inspiring content. Thanks for sharing.

[@LuigiFan1305]

So in summary, no one knows anything or can outperform the market over a long period and just buy the index & HODL stupid. Got it 👍🏾

[@Sideler74]

buying into an index insures you are paying the max price, lol

[@bfiasco7318]

your humor makes these videos so enjoyable! I just subbed 3 days ago, and i love your channel! Thank you for all your insight and teaching

[@ivettefragosa3932]

So knowledgeable and pleasant:)

[@bobsides59]

Thanks again Marko. Well said. What kind of finance was that??? Bawahahha

[@KingOfFinance1]

Very nice, detailed video man 👍 !! I personally love Vanguards ETF’s. I’ll probably be invested in them my whole life. VOO, VTI, VYM. I also invest in Crypto & Individual Stocks as well but you can’t go wrong with Vanguard.

[@kazi1762]

Hey man, is it good to bug prebuilt portfolio?

[@paulalwin91]

You seem to be happier today! :P :D

[@MasterOfDarkness42069]

When active fund managers pick stocks, do they do so based on fundamentals or do they do technical analysis? Is it a mixture of both?

[@joshuasmith1215]

I was looking at doing an IRA with Vanguard and they have an S&P 500 mutual fund or you could go with the ETF equivalent (VOO). Why would anyone choose the mutual fund in that situation?

[@lonewanderer3603]

10:32 Oddly specific. Is this a window into Marko's career?

[@t3mpl3tw3]

Marko, I let you borrow that stack for a few days already. I would like it back already.

[@Wizzle4675]

Is it better to have ETFs or Index funds in a brokerage (taxable account)?

[@theDanDeleon]

8:39 all you need to know

[@Andreyatl]

Great fin adviser ! Thank you,Marco !Cheers from Russia!

[@MersedP]

Best explain ever! Pozdrav

[@davidwalker6717]

Hi can invest only index funds without ETF AND MUTUAL FUNDS if so how to do please thanks

[@Sieteeight]

I am new to your channel, out of curiosity which uranium ETF did you not pulling the trigger on please ? Thank You

[@dinkstover8606]

You might want to point out in future videos the sad fact that, over a 30 year period, only 0.6% of actively-managed mutual funds can beat an S&P 500 index fund. Some profs at Trinity University did the study.

[@burkles4456]

So you’re telling me there’s a chance?

[@dinkstover8606]

@@burkles4456 Excellent use of the line from D and D'er!

[@Grimenoughtomaketherobotcry]

The late Jack Bogle, who invented the ETF for Vanguard, maintained exactly that long before the Trinity study. Lots of his vids on YT.

[@BatmanBoss]

Thanks Marco!

[@ashusharma2181]

Sir you should have a digital board 👍🏻 that will looks very nice and I thing it is not cost more then 4.5k $

[@ProbateandTrustHelp]

Really great info!

[@randywade2727]

Great breakdown!

[@LOADUP01]

Mark. You will be one of my fav youtubers next year. Fire ❤🔥

[@evilmatt91]

So all index funds are ETFs but not all ETFs are index funds, is that correct?

[@monteroed]

Is this a bad time to by an Index Fund? Should I wait until the stock market picks up or the Fed lowers the interest rate?

[@rjorn1]

Marko is the econ professor we all wish we had in college. #dripdrip

[@jessicaky]

100% VTI in my Roth

[@jme92685]

3:15 Legend has it he’s still holding that sneeze.

[@shazam6274]

Dude! What's the ETF for that fake money?

[@JayJay-yx1yf]

But index funds are a Mutual Fund and are not actively manage?

[@trincanacos8854]

hey man your comments (like most comments on videos talking about the stock market) are infested with bots talking about financial advisors that will most likely charge new investors with incredibly high rates and are likely unexperienced themselves, you should start warning ppl about it at the beginning of videos or in your own pined comment