Schwab Study Finds Majority of Investors See All-ETF Portfolios Within Five Years

Reuters
11/06
Schwab Study Finds Majority of Investors See All-ETF Portfolios Within Five Years

The Charles Schwab Corporation has released its 2025 "ETFs and Beyond" study, revealing a significant shift in investor attitudes toward exchange-traded funds (ETFs). According to the analysis, 62% of ETF investors can see themselves moving their entire investment portfolios into ETFs, with half of those surveyed indicating this could happen within the next five years. The study highlights the growing appeal of ETFs as both low-cost portfolio building blocks and as access points for specialized investments. Interest in direct indexing and portfolio personalization is also on the rise, with nearly one-third of investors very likely to invest in direct indexing in the next 12 months. Investors are prioritizing more control, customization, and tax optimization in their portfolios. The report found that 66% of ETF investors consider control over investments extremely important, and 61% value tax optimization. The study also identifies a strong influx of newer and younger ETF investors, with nearly half of new ETF investors being Millennials. Fixed income remains a key area of focus, with 40% of ETF investors planning to increase allocations to this asset class. Additionally, about half of non-ETF investors are likely to consider ETFs in the next two years, indicating continued growth and interest in the ETF market.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. The Charles Schwab Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 20251106362902) on November 06, 2025, and is solely responsible for the information contained therein.

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