8
votes
2answers
188 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 ...
2
votes
2answers
86 views

Who determines, and how, the composition of the S&P 500 index?

I thought S&P 500 would contain the top 500 U.S. companies by market cap, but apparently that is not the case? e.g., Facebook (FB) was only recently added and has market cap of $100B whereas ...
2
votes
1answer
56 views

Fees aside, what factors could account for performance differences between U.S. large-cap index ETFs?

I'm regardful of the effects of Expense Ratios, but they range from 0.07% to 1.00% for the stocks therein. What other factors/reasons might explain and account for the prodigious difference in rates ...
3
votes
1answer
204 views

Investment Portfolio Setup for beginner

I am new to investing but want to start soon, after being able to save some money and doing some research for the past few days. Here are some basic info about myself and my goals: Mid twenties ...
0
votes
2answers
112 views

How to calculate the total managing/transaction/etc costs of an index ETF and an index mutual funds?

I am considering to passively invest my savings, and I am deciding between an S&P 500 ETF or S&P 500 mutual fund. Yet, I am not sure what to look for in each option and how to calculate the ...
2
votes
2answers
166 views

Mutual Funds Definition and Role

So mutual funds are funds which have exposure to a variety of assets to reduce the risk. But there are mutual fund companies (like BlackRock) in which people can invest into, and they determine a ...
0
votes
2answers
51 views

How do I get a list of the top performing funds between two given dates?

Between dates X and Y return a list of the top performing funds, indexes, ETFs, etc for that date range. i.e. if a lump sum had been invested at date X, a list of which funds had the top performance ...
6
votes
3answers
223 views

How do I calculate the current risk involved with US Bond Index Funds?

For months I have been trying to wrap my head around the concept of risk involved with the US Bond Index Funds in my portfolio. My initial conclusion is that the risk of long-term damage to my ...
2
votes
1answer
66 views

Long term bond index prices before 2000?

When comparing TLT (Barclays 20 year bond index) with the S&P 500 (e.g. VFINX) it looks too good to be true - almost perfect negative correlation. When the stock market crashes, TLT skyrockets in ...
0
votes
3answers
208 views

Index funds options for European Union citizens

U.S citizens can easily purchase Vanguard etfs to invest in indexed stocks or bonds. Are there any similar options for EU citizens, and which?
3
votes
2answers
702 views

What are short-term fairly liquid investments with attractive yields?

I am looking for fixed-income investments or investment strategy that offer quarterly liquidity and attractive annual effective yields and low risk (i.e. holding the security for a a quarter should ...
1
vote
1answer
131 views

US or UK based ETF Index funds for UK investor?

I would like to invest in ETF Index funds. Vanguard funds have cheapest MER, around 0.2% and it was my initial choice, but then I've learned about some tax complications which I still don't ...
4
votes
3answers
2k views

What is the easiest way to back-test index funds and ETFs?

Some authors are irritating such as Stein, more here, they keep throwing people all kind of new "investing" strategies and different ideas after their last ideas stopped working. I feel such authors ...
2
votes
1answer
176 views

Which online services offer logarithmic charts for equities such as index funds and ETFs?

The way Google Finance does the logarithmic representation is more a cry to absurdism, rather than logarithmic. So which services offer the logarithmic valuations, not just a bit axis moving? And it ...
2
votes
4answers
387 views

When are equal-weighted index funds / ETFs preferable to market-cap-weighted funds?

Many stock index funds and ETFs are traditionally offered as market-capitalization weighted, because the constituent indexes are composed like that. I understand the capitalization weighting reduces ...
1
vote
2answers
40 views

How to hedge against specific asset classes at low cost

I only do passive investment on index ETFs etc. I'm quite happy with that, but sometimes I want to hedge against specific asset classes in the mix. For example, let's say I do want to keep buying ...
10
votes
1answer
474 views

Understanding differences between S&P500 index-tracking ETFs

I'm trying to understand the difference between S&P 500 trackers. Example: SPY IVV VOO They all have different prices (IVV being $1 more, on average than SPY, and VOO being about 50% ...
6
votes
3answers
491 views

Where are Bogleheadian World ETFs or Index funds?

The term bogleheadian is a bit ambiguous term but its simplification means low-cost, diversified, tax-efficient -- solutions. The slant is ETFs or index funds. William Bernstein wrote in some of his ...
16
votes
3answers
494 views

What differentiates index funds and ETFs?

Many companies offer index funds and ETFs. If two funds or ETFs track the same fund, what differentiates the two? Is it common for one index fund to outperform another? How can this happen if the ...
6
votes
7answers
757 views

Are there any Social Responsibility Index funds or ETFs?

Are there any Index Funds or ETFs that focus on Socially Responsible Investing, or will I have to choose my own basket of stocks?