Frequently Asked Questions

About ETFscale

ETFscale is a company to help long-term Do-It-Yourself investors get access to the tools to manage their own investments. In order to accomplish this objective, we provide advanced financial analysis tools. Tools include: Asset Allocator, Mutual Fund Replication, Mutual fund to ETF converter, Diversification score measurement, portfolio correlations measurement and more.

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We primarily use ETFs to build investment portfolios. But we do not exclusively use ETFs. Sometimes when an ETF is not available for the purpose of taking an exposure to a segment of market, we use other investing vehicles such as low-cost index mutual funds.

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About ETFs

ETF stands for exchange traded funds. The first ETF (SPY) was launched in 1993. Now we have almost 1500 ETFs covering every corner of investible universe. Think of ETF as a vehicle that you can use to invest in entire markets. For example you want to invest in clean energy companies, how do you go about it? Find an ETF for clean energy companies.

ETFs have many advantages over the traditional investment vehicles such as mutual funds. ETFs usually have much lower expense ratios and lower transaction costs. They are also more tax efficient compared to mutual funds. These low cost advantages which seem insignificant on a cursory glance become extremely important in the long run, because of the effects of compounding. Long-term investors can come out ahead in tens of thousands of dollars if they use low cost ETFs compared to mutual fund. Please take a look at Compare Savings page.

Investment Process

Open investing refers to the new way of investing in today's information aware world. Instead of getting fleeced by high-fee, poor performing, information hiding mutual funds from legacy companies that want you to operate in the world of status quo, the new way of investing focuses on open access to investment information, transparent index trading vehicles like ETFs. Today's DIY investor is no longer at the mercy of the clutches of wall street. He or she is free to choose the investment vehicles that will be low-cost high-performance and give best possible outcome.