Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
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Investing in one single global index fund or seperate S&P500 and global Ex-US funds
I am looking to begin passive investing in ETFs. In my own research so far I come across the advice that it can be a good passive strategy to invest in some index fund like a Vanguards S&P500, ...
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195
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Invest on etf when you are young
I started to work a year ago and I'm putting all my savings in one ETF (SCHD), to have a lot of dividends when I'll turn 60 and then retire.
Is that a good solution, given the fact that I'm still ...
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Market price vs NAV for ETF
I was checking a description for the ETF and there was a comparison of how many times the market price was above or below NAV. What does this tell me about the ETF and why would I need to care about ...
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How is an ETF fee calculated in a trade that ends in less than a year?
If you sell an ETF before a year, intraday or in a swing trade, then is the fee prorated or is that just the flat rate you pay when you sell, when you buy or does the broker pay it at some point in ...
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What's the difference between "Frais de gestion annuels (max.)" (~expense ratio) and "Total des frais sur encours" (~expenses on outstanding amounts)?
I see two fees on the ETF report below:
Frais de gestion annuels (max.), which can be translated as expense ratio.
Total des frais sur encours, which can be translated as total expenses on ...
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Is there any currency conversion charge (including suboptimal rate) when purchasing an ETF whose underlying assets are in a different currency?
Example: Amundi Index Solutions - Amundi S&P 500 UCITS ETF C EUR. Traded in EUR but underlying assets are in USD. Assume I buy it from an assurance-vie account based in France. Is there any ...
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Investing in basket of stocks in the style of ETF but without re-balancing
Is there any product that offers you to at once buy baskets of stocks according to the market at that moment (or some time in the past) like ETF's do but without any re-balancing after?
I think a ...
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How can anti-beta funds possibly work?
I was reading an article on improving the return of your portfolio which mentioned an "anti-beta" fund which I was not familiar with so I tried to do a bit of research. I found the U.S. ...
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What's the difference between Expense Ratio and Ongoing Charge?
I read morningstar's definitions of Expense Ratio and Ongoing Charge:
https://www.morningstar.co.uk/uk/glossary/138894/Ongoing%20Charge.aspx
Ongoing Charge: The Ongoing Charge represents the costs ...
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Rationale behind market weighting in ETFs / indices
From what I understand, most global ETFs use weighting based on capitalization; so for instance there are more US stocks than European stocks in them because the US is a larger market than Europe. If ...
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Understanding bond ETF characteristics: Effective Duration and Yield to Maturity?
I'm trying to compare a few (BlackRock) bond ETFs using the following info:
Weighted Avg Coupon
Effective Duration
Weighted Average Yield to Maturity
Weighted Average Maturity
For example: https://...
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Empirical evidence on active vs passive investing
Many people believe that passive investment (say buying into an ETF) typically outperforms actively managed funds because the latter induce more fees.
Are there any (solid) empirical studies ...
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111
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Dividend for "accumulating" ETFs?
I'm looking at BlackRock ETFs and for those that "Use of income" is set to "distributing" I can look into the Factsheet and find the dividend. For example: https://www.blackrock....
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Does it make sense to own QQQ and IVV together?
I made a quick table comparison of SCHD, QQQ and IVV, divided by sectors and SCHD and IVV are substantially overlapping. QQQ is much more IT focused, so my question is: does it make sense to own two ...
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actively discussed ETFs
I have noticed that sometimes some news resource will publish an article about a particular ETF, it gets attention and a lot of other news resources will publish the same article. Does it attract the ...
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Why are CHF-hedged S&P500 ETFs performing much worse?
I would like to understand why in the following chart, the CHF-hedged ETF tracking the S&P500 is performing so much worse than the one tracking the S&P 500 in USD:
blue: ETF ISH CORE S&...
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Do I own ETFs when going through a broker?
I am considering investing in ETFs, mostly to learn, and without any formal financial education. If this matters for the question, I am French living in France.
I started to read about ETFs and found ...
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Investing max tax-deferred IRA contribution Dec 2022 vs Jan 2023 for contribution year 2022
If contributing for tax year 2022 into a tax-advantaged IRA ETF, is there any benefit waiting until Jan 2023 vs Dec 2022? I am remembering something that happens at end of year with ETFs?
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Buying a index mutual fund vs an ETF for income tax purposes
It is my understanding that if an investor buys an open ended mutual fund and the fund distributes a capital gain to the investor then that gain can be offset by the investor selling a stock (or ...
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Are there any accumulative ETFs domiciled in the US? If none or few, why? [duplicate]
US domiciled ETFs always distribute dividends and make you pay 30% tax on the dividends if you are a foreign investor.
I'm looking for ETFs domiciled in the US that do not distribute gains but I ...
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ETF paying unusually high dividend
I realised that an ETF, iShares Currency Hedged MSCI Japan ETF (ticker symbol HEWJ) suddenly paid ~33% dividend on 2 Dec 2022. I couldn’t find any news related to it, and its counterpart (unhedged ...
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How is the Price/Yield Duality Affected By Time?
A rise in interest rates causes a rise in bond yields which means their price goes down. And the opposite, of course.
What I'm trying to understand is how the price of an ETF will change after the ...
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Why are ETFs rated at 6 on Risk and Reward Profiles?
I am considering investing some money in shares and since I do not at all a specialist, I wanted to do this on ETFs that would be aligned with some large indexes (iShares Europe for instance).
My ...
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What are the advantages of ETF's over mutual funds? [duplicate]
I'm 65, still enjoying full time work, and have around US$900 in cash and mutual funds, following fixed asset allocation.
In March 2023 I may start drawing $3000/month in social security and investing ...
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244
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If ETFs are often good and most companies will someday go bankrupt, why shouldn't you short a large number of random companies?
Maybe my question is trivial but I can't find an answer on the internet.
After reading a lot about personal finance I deducted that I should hold S&P500 or World ETF for the long term, at least 5 ...
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Why are there contradicting price diagrams for the same ETF?
I'm an absolute beginner to investing. I'm currently looking into the "iShares Core MSCI World UCITS" ETF tracking the MSCI World Index.
The iShares Website shows how over the past 5 years ...
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142
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Why are ETFs less prone to a short squeeze?
I'm a novice to investing and I came across this Investopedia article which says:
However, short selling through ETFs is preferable to shorting individual stocks because of the lower risk of a short ...
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69
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How to determine which exchange to use for a long term European investment?
I am a permanent resident in Italy and I'm starting to make a long term investment of monthly fixed purchases (10+ years) in Vanguard S&P 500 UCITS ETF USD Acc (IE00BFMXXD54).
I am using a broker ...
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How does the market correct the price of government bonds ETF's? Does it?
A year ago I started to put some of my savings in investments, and to start safely, I bought eurozone government bonds ETF's. One year later, these are down 17%.
At first I was astonished how that ...
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ETFs/funds - What term describes a market that offers improving derivative support over time
I'm interested in how markets offer derivative support for ETFs over time. Suppose in the beginning, derivative support (financial futures/calls/puts) was basic and was limited to three or four index ...
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How does a fund follow an index?
I've phrased this question in an ELI5 manner setting the stage with a list of basic Q&A's to build the foundation, and ending with an actual question.
[Q] What is S&P 500?
[A] S&P 500 is ...
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High Yield Funds - How do they remain solvent when the balance sheet seems quite poor?
How do funds like PFL and PFN pay ~12% dividend yield and remain solvent?
The balance sheets seem to show huge swings on profitability and I don’t believe these funds have assets they can deprecate ...
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Do foreigners pay taxes on dividends from Canadian listed ETFs?
A non-citizen, non-resident of Canada bought some shares of the Vanguard FTSE Developed All Cap ex U.S. Index ETF, which is listed on the Toronto Stock Exchange (ticker: VDU). When the ETF pays out ...
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Avoiding estate taxes on US ETF investments for non-US citizen
Typically I have been investing in Vanguard ETFs e.g. VXUS, VTI etc. via a US brokerage (Drivewealth). As I near the $60,000 limit for the estate tax exemption (non-US citizen, resident outside US, no ...
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Does the increasing popularity of index fund investing mean that it will become unprofitable in the future?
Index fund investing has become increasingly popular over the past 20+ years. More and more people seem to be pouring money into stock index funds in hope that future returns would be as good as they ...
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Why do VUSA and S&P 500 have different trend? [duplicate]
I am checking S&P 500 and VUSA to start investing in the stock market. However I've seen that VUSA is not showing the same trend as the S&P 500. I understand that VUSA is in GBP, which implies ...
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Discrepancy between ETFs performance and benchmark index
I am interested in MSCI World Index and was comparing several ETFs. I can understand that performance of ETF itself can be slightly different but how is possible that there is difference in benchmark ...
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What is the most common application for low-vol strategies?
It may be naive to presume one can completely decouple from market swings, but perhaps what got me thinking about this was in 2020 when a lot of low vol ETFs were getting negative coverage from ...
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How come you can buy VUSA.L outside of American trading hours?
I buy VUSA.L. One thing that confuses me is that I can buy VUSA when the London Stock Exchange opens. However, when the exchange opens in London, New York is still closed.
So if VUSA tracks the S&...
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How to choose between two bond (fixed-income) broad index ETFs in a taxable account?
I want to choose one broad index fixed-income fund ETF for the fixed-income allocation of my portfolio (because I feel one should suffice). I would like to estimate of course, statistically speaking, ...
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Funds that approximate savings accounts
I have money in IRAs that I shouldn't take out to put into a savings account. I'd like to get a relatively safe 1.5-2% return on these, similar to what I might expect from a savings account in terms ...
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Doing Norbert's Gambit with free-transaction ETFs? (QTrade)
Can we perform cheap currency conversion like Norbert's Gambit by trading something else than DLR and DLR.U to avoid/reduce the ETF purchase and sale fees?
For big trades, the gambit has potentially ...
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59
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Volatility cost of buying Vanguard ETFs before market open on e-trade
I am buying Vanguard ETFs on e-trade. For the purposes of this question, suppose I am buying VO (a multi-sector mid-cap fund). It is a popular symbol (share class total net assets: 51B).
I typically ...
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TSE:CHB and US withheld tax
"iShares U.S. High Yield Fixed Income Index ETF (CAD-Hedged)" (TSE:CHB) is listed on the TSX and tracks an index of US high-yield bonds. It holds these bonds directly (i.e. not through a US-...
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Can we mix different asset allocation funds (funds-of-funds) to obtain a custom percentage mix of equity to fixed-income assets?
Since 2018, Canadians (and Americans) have easy-access to an array of auto-rebalanced asset allocation funds. These "funds of funds" combine equity and fixed-income in different ratios, in ...
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Should overnight trades be avoided, and can risks be mitigated by adjusting order limit (TSX)
I live in PST timezone and trade ETFs on the Toronto Stock Exchange (TSX). The market is open for me from 6:30am to 1:00pm weekdays. I'm often tempted to place orders after close, for the next opening ...
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I got the tip to invest in CSSPX. When I search the symbol at Stocks.app (Yahoo Finance) there are 3 hits. What exactly is the difference?
I got the tip to invest in CSSPX and ACWX. But unfortunately the symbols are not unique, there are several hits in Stocks.app (Yahoo Finance API). What exactly are the differences in the various hits?
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(US real estate) What factors would lead to differences in returns between public REITs and crowdfunding platforms?
I was poking through this paper (yep, one source only!).
As I understand it, it says that publicly traded US REITs in general don't seem to track US housing prices, once you control for some basic ...
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Does a "collective" safe haven ETF exist? (e.g. a mix of gold, bonds etc...) [closed]
In this period of bear market I would like to invest in some safe haven assets, like gold or diamonds for example.
I was wondering if there is an ETF that tracks the price of a group of these assets, ...
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Why oil, gas and metal ETFs simultanously drop?
As an ETF beginner I have four ETFs like
iShares Oil & Gas Exploration & Production UCITS ETF - USD ACC Morningstar Rating Morningstar Rating™ , WKN: A1JKQL, Oil & Gas Exploration & ...
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