To be used for any questions relating to Exchange Traded Funds.

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4
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1answer
67 views

Are there disadvantages to day trading ETFs?

I bought an ETF a few months ago and I was thinking of selling it, however, I was wondering if there were disadvantages or additional fees if I treated ETFs like short term stocks.
2
votes
1answer
143 views

If I can invest $100 a month, is it better to choose Vanguard S&P 500 ETF or Betterment

If I can invest $100 a month, is it better to choose Vanguard S&P 500 ETF or Betterment? I can put down a max initial investment of $1000, and may pull out the investments when the market looks ...
1
vote
1answer
52 views

Why is Morningstar reporting a bid/ask spread of $2.31 (2.19%) when Vanguard reports a 30-day average of $0.02 (0.02%)

Vanguard, on their page which lists the 30 day average bid/ask spread for their various ETFs, currently has 0.02% and $0.02 as the spread for VTI: However, if I lookup VTI on Morningstar, it has a ...
-1
votes
1answer
46 views

How can I find a list of all North American ETF's including symbols?

I was hoping to find a list of all North American ETF's. Unfortunately https://www.quandl.com/resources/useful-lists just returns an error when the corresponding list is clicked. I'd really prefer ...
3
votes
1answer
59 views

What prevents an ETF from performing differently than the sum of its holdings?

A mutual fund by definition performs as well as the sum of its holdings [minus various fees, at least based on my understanding of how mutual funds work]. However, an exchange traded fund (ETF) ...
2
votes
3answers
87 views

Vanguard Target Retirement Fund vs. Similar ETF Distribution (w/ REIT)

I currently have a Roth IRA with 10k invested in the Vanguard Target Retirement Fund 2050 (VFIFX). The Target Retirement Fund consists of the following: 63.0% - Vanguard Total Stock Market Index ...
1
vote
3answers
93 views

Why would I pick a specific ETF over an equivalent Mutual Fund?

At the risk of beating a dead horse, I am still confused about the benefits of an ETF over a mutual fund. I understand the general premise (lower expense ratio, liquidity, paying taxes for other ...
1
vote
1answer
497 views

Is there a risk of abuse in ETFs?

As far as I understand, the issuer of an ETF following S&P 500 should hold shares of the 500 companies included in that index. So, when company A goes out of the index and company B goes into it, ...
3
votes
1answer
100 views

How to compare goverment bonds to generic money market position?

I know that the bonds are higher risk investment so I'd like to compare the bond funds/ETFs with the market sweep offered by account to decide on proper mix. However I'm confused of how to read ETF ...
3
votes
2answers
66 views

Can I request to change 401k offerings from my employer, e.g. to invest in ETFs?

My wife and I have 401k accounts, but they only offer mutual funds. I do not want to invest in mutual funds and pay their large fees. What are my options to invest 401k money into ETFs, bonds, and ...
2
votes
2answers
62 views

Best Way to Allocate Invest Dollars Using a Market Timing Investment Approach

I was wondering if anyone knows of a way to best allocate my investment funds when using a Market Timing approach. For example, I have a market timing system I developed and tested since 2005. Every ...
3
votes
1answer
195 views

Here's my plan for saving up for a house - What can I do to improve?

I'm 20 and I'm from Australia, have about $8000 saved up for my mortgage fund, hoping to get a hefty sum for my downpayment when I plan to buy a house in the future. The $8000~ savings came from my 6 ...
0
votes
1answer
31 views

Where to find fund total assets?

Is there a site that charts total assets of a fund/ETF (GLD, UCO, etc)? I'd like to see total assets plotted over periods of time to get an idea if assets are increasing or decreasing.
1
vote
1answer
41 views

how is weight in fund calculated for an ETF

When I look at an ETF, I often see the weight in fund compared to a benchmark. For instance: [Source] ...
2
votes
1answer
55 views

Do US mutual funds and ETFs pay taxes on dividends?

If I am a US citizen and want to invest in a US fund (e.g. a mutual fund or an index fund), which also invest in a number of US stocks, what happens when the fund I invest in receives dividends? Is ...
2
votes
2answers
57 views

Why buying an inverse ETF does not give same results as shorting the ETF

I was reading on the pros and cons of shorting an ETF vs buying an inverse ETF on yahoo I do not understnad this explanation why over hte logner term, shorting is not equivalent to buying an inverse ...
3
votes
1answer
41 views

When does an indexing company have to announce its re-balance/reconstitution dates?

Every year indexes like the Russell cause huge volume days when they change the composition of their highly followed indexes. Is there regulation that dictates the timing of when they announce what ...
0
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0answers
65 views

Alternative on Plus500 for SHY

I want to try out stock trading, I have assembled a portfolio and I've found Plus500 where I could find most of the ETFs I want to trade. I just could not find SHY. So I started to look for an ETF ...
1
vote
1answer
104 views

Which is better: Guaranteed 7% or projected/historical 8%

In deciding between maxing out 7% interest rate student loan repayment on the other hand, and investing in a SPY ETF on the other there are essentially two factors: 1) Is a projected/historical 8% ...
4
votes
3answers
136 views

Bonds vs equities: crash theory

Let's presume a market crash is coming sometime within 6 months to a year. Theoretically speaking, would it be wise to reallocate my index fund, which is presently about 80 % stocks and 20% bonds, to ...
2
votes
3answers
160 views

Vanguard ETF vs mutual fund

I was looking at Vanguards (VOO) ETF which aims to mimic the S&P 500 and noticed you do not pay any commission fees and it has an expanse ratio of just .05%.Then I looked at the mutual fund ...
0
votes
0answers
38 views

What's Deal with “Pure Style” ETFs/Funds?

I was initially going to find one large-cap growth ETF but then changed my mind to split evenly between a large-cap growth and a large-cap value fund. As I studied returns of various ETFs, my eyes lit ...
0
votes
1answer
100 views

Ticker symbols differences between Yahoo Finance and BestInvest

I expected Yahoo to have all existing tickers, yet when I grab the list of ETF tickers available through BestInvest, I see tickers like "EUN iShares STOXX Europe 50 UCITS ETF" however Yahoo shows ...
1
vote
2answers
124 views

Why would Two ETFs tracking Identical Indexes Produce different Returns?

-- Edit -- It turns out that the RPG fund creates an index of "pure-style growth" from the S&P 500/Citigroup PURE growth index, where the IVW ETF creates an index from the S&P 500/Citigroup ...
1
vote
2answers
68 views

How to Compare Two ETFs, accounting for Dividends?

(This is a follow up to my expense ratio question, here). Today I am attempting to study and compare the various Large Cap ETFs but realize I don't know how to even do the comparison, namely in ...
1
vote
1answer
60 views

How to Compare Two ETFs, Accounting for Expense Ratio?

I'm attempting to compare ETFs but am not understanding how to account for expense ratios. (I'm assuming that the annual returns do not account for expense ratios already -- is this correct?) For ...
2
votes
1answer
100 views

Empirical performance data of ETFs and Mutual Funds tracking identical Indexes?

This is somewhat of a follow up to my other question on ETFs vs Mutual funds for the long term investor, but appropriately a different question. From the basic research I have done, it seems that ...
10
votes
3answers
458 views

Why would a long-term investor ever chose a Mutual Fund over an ETF?

(I read this previous question but would like to differentiate my question by having it focus exclusively on long term, buy and hold investing). From my understanding, it is conventional wisdom that ...
2
votes
2answers
59 views

Physical replication ETFs that do not pay out dividends

I am searching for physical replication ETFs that do not pay out dividends at all. I am interest in ETFs that tracks major indices for example , S&P 500, DJIA, REIT, banking, Emerging market, or ...
2
votes
1answer
59 views

Same fund in ETF and investor share, different expense ratio?

I'm looking at Vanguard 500 Index fund. There are three different options. Admiral share (VFIAX) for people who has $10,000+, and the expense ratio is 0.05%. Investor share (VFINX) with minimal ...
3
votes
1answer
64 views

Superficial loss, converting mutual fund to ETF in Canada

My question is almost identical to this one, only I am interested in the Canadian version. If I own a mutual fund (for example, TDB900 from TD Bank) and wish to replace it with an equivalent ETF (for ...
1
vote
2answers
151 views

Online broker available in Europe - to buy index funds or ETF with small investments

So i am trying to start investing periodically some small amounts. I am particularly interested in index funds or ETF. I would like to be able buy, track, sell them, and etc online. There are a lot ...
1
vote
1answer
169 views

Can I use stop limit orders on vanguard orders to prevent loss?

Vanguard has commission fee ETFs which allow vanguard customers to purchase or sell any of their ETFs at any time. I'm looking to create a strategy that would minimize my downside in the eventuality ...
2
votes
2answers
105 views

Convention for adding ishares (ETFs) into personal accounts

I use GNUcash to manage my personal accounts. Please advise me on how I should enter ETFs, specifically ishares which are Blackrock's brand of ETF, into my personal accounts. The default set of ...
-3
votes
1answer
62 views

If an index goes up because an underlying company issues more shares, what happens to the ETF

If a stock that makes up a big part of the Dow Jones Industrial Average decided to issue a huge number of additional shares, that will make the index go up. At least this is what should happen, since ...
1
vote
1answer
49 views

Expense ratio of an ETF included in the price or calculated separately

If an expense ratio of an ETF is 0.15% and the ETF is trading at 100, then when I buy the ETF, do I pay 100? Or do I pay 100.0015?
1
vote
2answers
121 views

Can an ETF's expense ratio (fees) change after I buy it?

In researching ETFs I've found a lot of dire warnings about expense ratios. Evidently, they can really eat up your money. Ok, so look for funds with low expense ratios. But, if I understand this ...
2
votes
1answer
103 views

Is ETN risk something to worry about?

I have been looking to invest in the stock market and while there are plenty of options to invest as long as the market keeps going up, my options to cover or even make up for my losses in the event ...
4
votes
2answers
243 views

Long-term capital gain taxes on ETFs?

Sorry if this is a very novice question. I couldn't find it by searching here or Bogleheads (I'm not really a 100% Boglehead either). Let's say I hold $30,000 in an ETF called BMT (Big Mike's Tech). ...
0
votes
0answers
42 views

Is there a way to find out what investment funds have a given stock?

Funds usually list their top stock holdings. Is there a way to do a reverse search so I could find out what mutual funds or ETFs have GOOG, for example, among their top holdings?
4
votes
3answers
116 views

Is there any evidence that “growth”-style indexes and growth ETFs outperform their respective base indexes?

For example Vanguard has the Vanguard S&P 500 ETF and the Vanguard S&P 500 Growth ETF. Just looking at the returns, it looks like the growth ETF has outperformed the S&P 500 ETF: ... ...
8
votes
3answers
184 views

ETF vs Mutual Fund: How to decide which to use for investing in a popular index?

How do you decide between investing in an ETF, vs. in a mutual fund, for the popular stock indexes? Trading costs, tax efficiency, capital gains?
10
votes
4answers
1k views

Is it a viable/good long term investment strategy to buy only index ETFs?

I'm in my late 30s living in the EU and for some time now, I've put the vast majority of my savings into a number of index ETFs. This is based on the philosophy that trying to beat the market is a ...
8
votes
2answers
221 views

Assessing the value of an ETF

I recently read through Graham's The Intelligent Investor and am looking at what index ETFs or Index Mutual Funds it makes sense for me to invest in. As I was considering this I realized that, at ...
1
vote
1answer
74 views

How important is volume when choosing an exchange?

I'm investing some money in ETFs; buy and hold. My local currency is CHF. I have an account in Interactive Brokers. So far I've operated on the London Stock Exchange, which means I have to do a forex ...
3
votes
2answers
345 views

Geared ETFs - Do they offer more than 3x leverage?

I'm very interested in geared ETFs. It appears that the highest available gear ratio is 3x the underlying security (or index). Is this due to regulation, mathematics, or market demand?
1
vote
1answer
72 views

How to select a service to use to begin making investments?

I'm looking to make a small investment in stocks. I like the idea of ETF's and since I'm based in Ireland I'm considering using Davy : http://www.davyselect.ie/our-services/self-invest.html Is this ...
3
votes
2answers
474 views

What's a recommended minimum amount for buying an index ETF, to minimize fees/commissions?

Let's say every month I transfer $559, which is about 3 shares of VOO. The commission from Fidelity is $7.95, which is about 1.42%. Is it worth doing that, or better, every other month buy worth of ...
-6
votes
1answer
51 views

Will an ETF immediately reflect a reconstitution of underlying index

The fact sheet for QQQ etf says: The fund and the index are rebalanced quarterly and reconstituted annually So, if QQQ is just tracking the index, and tomorrow AAPL drops out of nasdaq100, the ...
1
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2answers
366 views

What are Fidelity's equivalent ETFs of QQQ and SPY?

I am interested in purchasing QQQ and SPY but trying to find equivalent of those from Fidelity since there are some fees removed. I think SPY equivalent is Core S&P 500 (IVV) but not sure about ...