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

learn more… | top users | synonyms

-1
votes
0answers
32 views

Tracking ETF performance

as I am fairly new to investing in ETFs, could do with your help. Been looking around for spreadsheets to track return, but they seem to miss key info. I have also tried to do this myself but to no ...
1
vote
2answers
89 views

VIX and XIV moved in same direction?

Both VIX (S&P 500 volatility index) and XIV (the inverse) decreased price today. Aren't they supposed to have the exact opposite percentage gain/loss intra-day?
3
votes
1answer
73 views

Are thematic ETFs also good investments?

There are ETFs out there that track everything from women in leadership to environmental responsibility. And if you don't like social responsibility, there's always VICEX. I reckon people invest in ...
0
votes
1answer
44 views

Tax implications of holding EWU (or other such UK ETFs) as a US citizen?

What with the Brexit completely murdering UK stocks right now, and having taken to heart the motto "buy when there's blood in the streets", I was thinking of investing some money in the UK, via ETF. ...
3
votes
3answers
465 views

$1000 a month to invest. Index is the way to go?

No credit card debts, no student loans, nada. I have a modest house with a small fixed mortgage, a nice year cushion of savings (in a high-yield account), contribute 15% of my income towards ...
3
votes
1answer
154 views

Would this be short or long term?

I have the following situation (all numbers and dates are for illustrational purposes): On Jan 1, 2015, I bought $100 worth of an Exchange Traded Fund (ETF). On Jan 1, 2016, I bought $100 more of ...
2
votes
1answer
58 views

Variation in international ETF pricing during non trading hours

I noticed that Prices of etfs that invest in international markets are fluctuating during US trading hours. How is that possible given that the international markets are closed during that time and ...
0
votes
2answers
103 views

How can I buy shares of oil? I'm told it's done through ETFs. How's that related to oil prices per barrel?

I'm new to investing in the stock market. I'm completely confused about how I can invest in oil. There's no ticker on the stock market as such. I've read online that I can invest in ETFs or ETN. Is ...
2
votes
2answers
114 views

Why invest in ETF's with high fees?

I live in New Zealand and I was looking at investing in one or more of the ETF's provided on the NZX (e.g SmartShares). But the management fees for many of their offered ETF's are greater than 0.5%. ...
2
votes
1answer
65 views

Is there any guarantee that index ETF will follow reference index?

As I understand: index ETF attempts to track value of some specific index. It may be done by either really buying index (physical ETF) or by creating some arcane financial instrument that is supposed ...
1
vote
0answers
17 views

Fair premiums receivable in covered call ETFs

Are there any rules regarding counter-parties for options written in covered call ETFs? For example, are ETF providers allowed to transact options business with their in-house options desk? TL;DR ...
5
votes
4answers
453 views

How should I begin investing real money as a student?

(Skip to the 3rd paragraph for the basics.) Alright, so for starters, I'm in high school. I'm 17 and have two jobs: one is for fun, basically, and the other is a job that I can live off of. I go to ...
1
vote
1answer
65 views

Allocating ETFs with different risk/return between accounts with different tax rates

Let's say, I hold three ETFs: E1, E2, E3, with E1 has the lowest risk/return and E3 has the highest risk/return. I also have three accounts: A_reg is the regular savings account, A_ira is retirement ...
0
votes
1answer
52 views

Vanguard Hypothetical Growth and Dividends

I have a question on the two pictures below. Here it states that Vanguard REIT ETF has high potential for investment income and some growth. The dividend payments this year so far have been $0....
0
votes
2answers
84 views

How can I buy these ETFs?

I'm looking to purchase some specific ETFs: iShares MSCI World Islamic ETF (ISWD) db X-trackers DJ Islamic Market Titans 100 UCITS ETF (XMIT) iShares MSCI USA Islamic ETF (ISUS) db X-trackers S&...
1
vote
1answer
42 views

Consider dividends in timing of rebalancing ETFs?

Most of my investments are in ETFs that I rebalance occasionally or purchase additional shares when I have cash. Currently, when I do a rebalance or an additional purchase, I don't look at the ...
0
votes
2answers
52 views

How do I find an ETF that is similar in investment goals to a given Mutual Fund?

I have some mutual funds that have a high expense ratio. I am looking to move that money to a low cost EFT but can't find a resource that will map a mutual fund to an ETF. Once I have that ...
3
votes
3answers
334 views

High expense ratio funds - are they worth it?

I have a mix of high expense (1.5%) mutual funds and low expense (0.2%) index funds. Everyone talks about getting out of high expense funds because it eats into your gains (which is true). However, ...
2
votes
1answer
32 views

Is there a way to see how much leverage a mutual fund or ETF is using to generate a return

I am taking over some of my IRA and 401K money and I want to move towards a more value based approach with an emphasis on dividends. One thing I have learned on this quest is that most options have ...
2
votes
2answers
119 views

Good/Bad idea to have an ETF that encompasses another

In my free time I'm trying to decide what/how/where I'm going to diversify my Roth IRA portfolio. I'm saving right not but haven't actually opened the account. My question is, is it a bad idea to buy, ...
4
votes
3answers
608 views

ETF S&P 500 with Reinvested Dividend

All ETFs tracking the S&P 500 Index I know (SPY, VOO, IVV) pay dividends several times per years. Is there any ETF that tracks the S&P 500 Index but instead of paying dividends they reinvest ...
0
votes
3answers
227 views

Is it better to buy put options or buy an inverse leveraged ETF?

Let's say you think the market is heading down in the next 6 months. Is it better to buy put options of an ETF (e.g., SPY) or buy an inverse ETF (e.g., SH)? or a leveraged inverse ETF (e.g., SPXU) to ...
1
vote
2answers
191 views

Highstreet bank fund, custom ETF or Nutmeg?

I want to start investing a regular monthly amount to a fund, and by choosing a highstreet bank fund I'm wondering if I'm not making a mistake. Basically, the fund they are trying to sell has, in ...
5
votes
1answer
115 views

How do ETF fees get applied?

I'm reading the prospectus for an ETF I've recently purchased. It states: fees paid directly from your investment I understand how this works for the OCF. However, there are 3 further fees for ...
0
votes
1answer
171 views

What's the folly with this stock selection strategy

I am very leery of investing in Stocks over here. I have tested some other Asian markets and gotten some returns. Rather than have my money depreciate (less interest than Current Inflation ), I'd ...
3
votes
1answer
59 views

Tax consequences of commodity ETF

I have my investments in a mix of 4 ETFs (US, Intl, REIT, and bonds) and I'm thinking about shifting about 5-10% into a commodity ETF. In particular, I'm looking at GSG. I've heard that commodity ...
2
votes
1answer
36 views

What is Inflow and Outflow of money in the context of ETFs [duplicate]

There are several articles and other such references that talk about cash flowing in and out of ETFs. The last link also hints at what that might mean, but I want to know more in detail. If they are ...
1
vote
0answers
68 views

How do you calculate ETF yield when accounting for expense ratio?

I am not sure how to wrap my head around how to calculate the real yield of an ETF using it's distribution yield and gross expense ratio. What I really want to know is, given both ETF A and ETF B are ...
0
votes
1answer
66 views

ETF holding shares in itself

Why would an ETF hold shares in itself and what are the implications?
0
votes
1answer
84 views

How do leveraged ETFs (index tracking) set intraday pricing?

I'm curious specifically about the pricing mechanism of leveraged ETFs, and specifically 3x - let's take SPXL as an example (3x S&P500 bull etf). I know that this fund is designed to track the S&...
0
votes
0answers
36 views

Are Canadian ETFs subject to US PFIC rules?

As a US citizen and Permanent Resident of Canada I understand Canadian mutual funds held OUTSIDE of an RRSP are treated as Passive Foreign Investment Companies (PFIC) by the IRS which leads to ...
1
vote
1answer
49 views

Does MER of a given product (say ETF) ever go down?

If I buy a new product with relatively high Management Expense Ratio (MER), can that MER be theoretically/technically reduced in the future, for example when the product gains more and more popularity?...
0
votes
0answers
129 views

Is there any way to do Automatic investment in ETF?

My Goal is simple: Contribute X amount every month to some Y Vanguard ETF Put it on autopilot (Automatic investment) without having any transaction fees. Since Vanguard does not charge any money ...
4
votes
3answers
95 views

Are wash sale rules different for stocks and ETFs / Mutual Funds?

In this answer to this question, JoeTaxpayer writes: To take the loss this year, he'd have to sell soon, and can't buy it back for 30 days. If, for whatever reason, the stock comes back a bit, he'...
7
votes
1answer
87 views

Do ETF owners buy and liquidate units from the market when gap between market value and value of underlying shares is large?

Due to various reasons, an ETF, even an index ETF might trade at a value lower that the value of its underlying securities. In such a situation, can the company managing the ETF actually buy from the ...
2
votes
2answers
136 views

Compounded Interest on Mutual Funds

I may be missing or misunderstanding something regarding how compound interest works with mutual funds and ETFs. Let's say I have $10,000, and I invest said monies in mutual fund XXXXX at $100/share, ...
3
votes
1answer
128 views

What is special about an ETF that is “not an investment company” under the 1940 Act, and what is important to keep in mind when buying such an ETF?

I am very interested in trading UVXY and would like to know a little bit more about it. I read the document on the ProShare website but it does not make much sense to me, and I just hope someone can ...
2
votes
1answer
94 views

Investing in ETF/Index-Fund Twice [401(k) and Individual investor Account]

I'm young, new to investing, and have the following nagging question. Let's assume I have $1000 of disposable income that I'm willing to throw into the market. I've read with small amounts such as ...
0
votes
0answers
42 views

Yuan USD Option

Are there any possibilities for a retail investor to buy a USD/Yuan option other than the ones on the CYB ETF and those from Goldman Sachs? The idea is to bet on a lagre depreciation of the Yuan.
-3
votes
3answers
99 views

Are there “buy and hold” passively managed funds?

A "buy and hold" passively managed fund would be like an index fund when it comes to buying stocks, but the fund would never sell a stock, say if it's removed from the index. If there's a significant ...
6
votes
2answers
423 views

Do index tracker funds (ETFs) typically pay dividends?

When you invest in a fund, such as a FTSE 100 tracker, do you get the benefit of dividends? I understand the FTSE 100 index does not include dividends. Of course, if you held the share basket yourself,...
7
votes
2answers
333 views

What is cheaper annually — buying shares in a Vanguard index fund or buying shares of an ETF?

I’m having some difficulty figuring out which route would minimize the annual fees I pay. Vanguard offers an index fund that tracks the S&P 500 with an expense ratio of 0.25%. Then, there’s this ...
0
votes
4answers
107 views

Is CLM a stock or an ETF?

Have an argument with my trading site, Cornerstone Strategic Value Fund, Inc. ( CLM ) is registered as a Common Stock, Nasdaq dot com. My trading site says it is an ETF. How to solve the dispute? ...
3
votes
1answer
73 views

Does exposure to financials in corporate bond funds make sense?

While examining different corporate bond ETFs, I noticed that many bond funds seem substantially exposed to the finance sector. I see percentages of up to 60% of all positions in financial businesses. ...
0
votes
3answers
162 views

ETF's for early retirement strategy

This question is a follow up question to this " Is my "retire young" strategy a sensible one? " I am attempting to structure a early retirement strategy. It involves dumping into a 401k (...
4
votes
2answers
563 views

Is my “retire young” strategy a sensible one?

My goal is to have enough to retire at 40. I have 11 years to go (I'm 29) as of the past 15th. To be clear, I don't plan on retiring, maybe ever, but I want to have enough to just quit one day if I ...
2
votes
1answer
107 views

Finding Return Of Capital distributions on BlackRock's site

Why is it impossible to discover the Return of Capital for iShares on BlackRock's own site? What am I not understanding? For example, BlackRock's XSP Page shows every possible statistic and ...
1
vote
2answers
71 views

How do currency ETFs track the spot prices? And which amount one has to invest for full hedge?

I've got a couple of doubts about how currency ETFs work. How do they track the spot price? For example, I was checking the FX pair GBPUSD, I've seen: Spot price GBPUSD: $1.5382 ETF long GBP short ...
1
vote
0answers
87 views

Return of Capital and Non-Cash (Phantom) Distributions for U.S. ETFs

I think I finally have a understanding on how to calculate the Adjusted Cost Base (ACB) for my taxable Canadian securities. (Keep track of all buys and sells, use CDS Innovations to determine if there ...
2
votes
2answers
90 views

Is there an ETF/index fund respecting my individual ethical preferences?

The product I am looking for is a diversified ETF like MSCI World, excluding sectors that I do not want my money to be invested in. Ideally, I would be able to choose a basis ETF (like MSCI World), ...