How-To Guides

Step-by-step guides for buying, researching, and managing ETFs

17 guides

Our How-To guides provide clear, step-by-step instructions for every aspect of ETF investing. Whether you're making your first ETF purchase, learning to evaluate fund performance, or setting up a portfolio from scratch, these guides walk you through each step.

Every guide is written with practical action in mind — you'll find specific steps, tools to use, metrics to check, and common pitfalls to avoid. We cover topics ranging from basic tasks like buying your first ETF to more advanced skills like checking ETF liquidity and evaluating tracking difference.

Bookmark these guides as reference material you can return to whenever you need a refresher on the process.

Top Articles

All How-To Guides Guides

How to Buy ETFs: A Complete Guide for Beginners
How-To9 min read

How to Buy ETFs: A Complete Guide for Beginners

Learn how to buy ETFs step by step. Covers brokerage accounts, order types, fractional shares, and when to invest. Start buying ETFs with confidence today.

How to Compare ETFs: 7 Metrics That Actually Matter
How-To8 min read

How to Compare ETFs: 7 Metrics That Actually Matter

Learn how to compare ETFs using expense ratios, tracking error, AUM, liquidity, and more. Use these 7 metrics to pick the right fund for your portfolio.

How to Read an ETF Fact Sheet: A Line-by-Line Breakdown
How-To8 min read

How to Read an ETF Fact Sheet: A Line-by-Line Breakdown

Learn how to read an ETF fact sheet line by line. Understand expense ratios, holdings, performance data, and risk metrics. Make smarter ETF decisions today.

How to Evaluate ETF Holdings: What's Actually Inside Your Fund?
How-To8 min read

How to Evaluate ETF Holdings: What's Actually Inside Your Fund?

Learn how to evaluate ETF holdings to understand concentration risk, sector exposure, and overlap. See what's really inside your fund before you buy.

How to Choose an S&P 500 ETF: SPY vs VOO vs IVV vs SPLG
How-To9 min read

How to Choose an S&P 500 ETF: SPY vs VOO vs IVV vs SPLG

Compare S&P 500 ETFs like SPY, VOO, IVV, and SPLG on expense ratios, liquidity, and performance. Find the best S&P 500 ETF for your portfolio.

How to Use an ETF Screener to Find the Right Fund
How-To7 min read

How to Use an ETF Screener to Find the Right Fund

Learn how to use an ETF screener to filter funds by expense ratio, category, AUM, and performance. Find the right ETF for your portfolio in minutes.

How to Check ETF Overlap: Are You More Concentrated Than You Think?
How-To8 min read

How to Check ETF Overlap: Are You More Concentrated Than You Think?

Learn how to check ETF overlap to avoid hidden concentration risk. Discover which popular ETF pairs overlap the most and how to fix it in your portfolio.

How to Pick a Bond ETF: Duration, Credit Quality & Yield
How-To9 min read

How to Pick a Bond ETF: Duration, Credit Quality & Yield

Learn how to pick a bond ETF based on duration, credit quality, and yield. Covers treasury, corporate, and aggregate bond ETFs for every risk level.

How to Invest $1,000 in ETFs: A Starter Portfolio
How-To8 min read

How to Invest $1,000 in ETFs: A Starter Portfolio

Learn how to invest $1,000 in ETFs with practical portfolio allocations. Step-by-step guide to building your first ETF portfolio with just one thousand dollars.

How to Invest in Gold ETFs: Physical, Futures & Miner Funds
How-To9 min read

How to Invest in Gold ETFs: Physical, Futures & Miner Funds

Learn how to invest in gold ETFs. Compare physical gold ETFs, futures-based funds, and gold miner ETFs. Find the best way to add gold to your portfolio.

How to Create an ETF: The Full Process Explained
How-To8 min read

How to Create an ETF: The Full Process Explained

Learn the step-by-step process of creating an ETF, from regulatory filings to listing on an exchange. Understand what it takes to launch a fund.

How to Invest in Bitcoin ETFs: A Complete Guide
How-To7 min read

How to Invest in Bitcoin ETFs: A Complete Guide

Learn how to invest in Bitcoin ETFs including spot Bitcoin ETFs. Compare top options, understand fees, and decide if crypto ETFs fit your portfolio.

How to Buy an S&P 500 ETF: Step-by-Step
How-To6 min read

How to Buy an S&P 500 ETF: Step-by-Step

Step-by-step guide to buying an S&P 500 ETF. Compare VOO, SPY, and IVV, learn how to place your order, and start investing in the US stock market.

How to Dollar-Cost Average with ETFs
How-To7 min read

How to Dollar-Cost Average with ETFs

Learn how to dollar-cost average into ETFs. Understand why DCA reduces risk, how to automate investments, and which ETFs work best for this strategy.

How to Read ETF Performance Data Like a Pro
How-To7 min read

How to Read ETF Performance Data Like a Pro

Learn how to read and interpret ETF performance data. Understand total return, NAV, price return, and benchmark comparison to evaluate any ETF.

How to Check ETF Liquidity Before You Buy
How-To6 min read

How to Check ETF Liquidity Before You Buy

Learn how to check ETF liquidity including bid-ask spreads, trading volume, and underlying asset liquidity. Avoid costly mistakes with illiquid ETFs.

How to Buy ETF Fractional Shares: Complete Guide
How-To6 min read

How to Buy ETF Fractional Shares: Complete Guide

Learn how to buy fractional ETF shares. Compare brokers offering fractional shares, understand limitations, and start investing with any amount.

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