MarketsFeb 5, 2024
Millennial Investors Prefer ETFs; Want More Personalization 🤔
What we're showing
Results from Schwab Asset Management's June 2023 survey of 2,200 individual investors between the ages of 25 and 75, all of whom had at least $25,000 in investable assets.
Quote
"Investors’ desire to have more control and alignment of investments with their personal views is a major long-term shift that is still in the early innings."
David Botset, Head of Equity Product Management and Innovation at Schwab Asset Management
Dataset
| ETFs are my investment vehicle of choice (% of respondents) | |
|---|---|
| Millennials | 89 |
| Gen X | 78 |
| Boomers | 67 |
| I'm extremely confident when choosing ETFs | |
| Millennials | 58 |
| Gen X | 41 |
| Boomers | 29 |
| It's extremely important that my investments align with my beliefs & values | |
| Millennials | 57 |
| Gen X | 36 |
| Boomers | 30 |
| I'm very likely to further personalize my portfolio in 2023 | |
| Millennials | 51 |
| Gen X | 36 |
| Boomers | 21 |
Data sources
Based on the results of June 2023 survey of 2,200 individual investors between the ages of 25 and 75 with at least $25,000 in investable assets. All data is self-reported by study participants and is not verified or validated.
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