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Glossary

ETF (Exchange-Traded Fund)

Definition

An ETF (exchange-traded fund) is a pooled investment fund whose shares trade on a stock exchange throughout the day, most often tracking an index at low cost.

Like a mutual fund, an ETF holds a basket of securities and offers instant diversification; unlike a mutual fund, it is bought and sold at market prices any time the exchange is open. Most ETFs are index funds, and their structure tends to make them tax-efficient in taxable accounts because they rarely distribute capital gains.

Why it matters in practice

For long-term investors the ETF-versus-mutual-fund choice usually matters less than what is inside: the index tracked and the expense ratio. The intraday tradability is convenient but also an invitation to trade more than is useful. In taxable accounts the tax efficiency is a genuine, recurring advantage.

Related terms: Mutual Fund · Index Fund · Expense Ratio · Passive Investing · Diversification

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.