←Stage 6
Part Two · The Landscape

Index Funds, ETFs & Mutual Funds

Fund wrappers that pick for you — index funds, ETFs and mutual funds, and how to choose.

You don't need to pick individual stocks. Most people shouldn't. Eight lessons on the fund wrappers that do the picking for you — index funds, ETFs, mutual funds — and how to choose between two that look similar. Expense ratios, tracking error, dividends, creation/redemption, and a capstone where you build your own shortlist.

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StartLesson 1 · Index vs Active, and Why It Matters
What you’ll learn & rewards8 lessons · ETF Builder badge · 288 coins
  • Why index funds usually beat active ones
  • How an expense ratio compounds over 30 years
  • ETF vs mutual fund vs index fund — when to use which
  • What tracking error is and when it matters
  • How dividends and distributions actually reach you
  • How to read a prospectus in five minutes
  • Your personal fund shortlist
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All lessons

  1. 01Index vs Active, and Why It Matters
  2. 02Expense Ratios and the Compounding Drag
  3. 03ETF vs Mutual Fund vs Index Fund
  4. 04Tracking Error — How Close Is Close Enough?
  5. 05Dividends, Distributions & Reinvestment
  6. 06Creation, Redemption & Why ETFs Stay on Price
  7. 07Picking a Fund in the Wild
  8. 08Your Fund Shortlist (Capstone)

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