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All in Exchange Funds

Recent
Guide

Exchange Funds vs 351 ETF Conversions: Key Differences for Investors

Discover the key differences between exchange funds and 351 exchanges, their unique structures, and the scenarios where each strategy excels. Gain insights to optimize your investment approach and achieve tax efficiency.

Exchange funds vs. direct indexing for large stock positions

Learn the best way to manage your concentrated stock position. Tax-deferred diversification doesn’t have to be hard.

List of exchange funds — providers and product details

Who offers exchange funds? And how do these products differ? Learn about the providers and product details.

What is an Exchange Fund?

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? The ultimate guide

How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.

1
Introduction

What is an Exchange Fund?

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.

1
Performance follows Design

How Cache Built the Modern Exchange Fund with 99% Correlation

Curious about performance results of our funds? See how UNIX and Bedrock are tracking their benchmarks with high correlation. Updated August 2025.

2
Essentials

How do exchange funds work? The ultimate guide

How do exchange funds work? Who offers exchange funds? Are exchange funds a good idea? Get all the answers here.

3
Comparison

List of exchange funds — providers and product details

Who offers exchange funds? And how do these products differ? Learn about the providers and product details.

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