Diversify your large stock position by pooling it with other investors into a common fund. Each fund is built around a benchmark index.
Earn passive income with minimal risk. All with the highest fee rebate in the industry.
Borrow against stocks at rates typically lower than mortgage rates. Get protection against risk, unlike other stock-based loans.
See the benefits of an exchange fund for your diversification needs.
Diversify a large stock position and track the NASDAQ-100 instead. There’s no sale and no giant tax bill.
Borrow against stocks at rates lower than a standard mortgage rate. Get protection against risk, unlike other stock-based loans.
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Exchange funds take stocks from multiple investors and pool them into a single fund, giving each investor a stake in the fund. Learn exchange fund requirements and whether they’re right for you.
How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.
Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.
Who offers exchange funds? And how do these products differ? Learn about the providers and product details.