Exchange-Traded Funds Research

Exchange-Traded Funds Quotes & Research Tools

Research & Guidance from the Schwab Experts

The Schwab Center for Financial Research (SCFR) provides individual investors with quality research and decision-making tools, including Schwab Equity Ratings® and the Mutual Fund OneSource Select List®. Schwab's experts are published in respected business and academic journals and frequently cited by the media on investing issues.

Free from hype and focused on what matters for investors, Schwab's insightful perspective and practical guidance helps clients make better investment decisions.

Schwab ETF Report Card

Get a report card for any ETF and see historical price performance, fund strategy details, and ratings from Morningstar and other leading third-party experts.

ETF Select List

Schwab's ETF Select List™ is designed to inform and support self-directed investors searching for the right ETFs to fit individual investment needs and goals.

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As your agreement for the receipt and use of market data provides, the securities markets (1) reserve all rights to the market data that they make available; (2) do not guarantee that data; and (3) shall not be liable for any loss due either to their negligence or to any cause beyond their reasonable control.

Performance data quoted represents past performance and does not indicate future results. Current performance may be lower or higher. See the Performance tab for updated monthly returns. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost. The Overall Morningstar Rating is a weighted average of the funds' three-, five-, and 10-year (if applicable) Morningstar rating.

Investors in ETFs should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-515-2157. Please read the prospectus carefully before investing. Investors in Closed-End Funds please note that since these securities are not continuously offered, there may be no prospectus available.

Exchange Traded Funds and Closed-End Funds are subject to market risk. 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. Investments in foreign investments may incur greater risks than domestic investments. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF.

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of Morgan Stanley Capital International Inc. ("MSCI") and S&P Global. GICS is a service mark of MSCI and S&P Global and has been licensed for use at Charles Schwab &Co., Inc. ("Schwab").

The news sources used on come from independent third-parties. Schwab is not affiliated with any of the news content providers. Schwab is not responsible for the content and does not write or control which particular articles appear on its website.

Charles Schwab Investment Advisory, Inc. ("CSIA") is an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.