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Passing Shots

The Fifth Set Blog

Topics: Active Management, Active vs Passive, Asset Allocation, Efficient Market Hypothesis, ETF, Evidence-Based Investing, Index, Index Investing, Passive

A Brief History of the Index Fund

On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how the original premise of index funds has held up over time.  The premise that a low-cost, unmanaged fund, simply composed  …read more »

The “Problem” with Emerging Market Equities

Much has been made recently of the weak performance of Emerging Market (EM) equities both on an absolute and a relative basis.  As we can see in the following chart, through February 2, 2014, Emerging Market equities (as measured by the iShares MSCI Emerging Market  …read more »

EFT Fee War

An interview on the web site indexuniverse.com with author Larry Swedroe, a champion of passive investment strategies, discusses the fee war waging among the major ETF providers.  The interview is interesting for highlighting the current state of the ETF industry and how pricing pressure among  …read more »