Questions tagged [etf]

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

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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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ETF portfolio for indian retiree

I am a recent retiree and do not get a pension. I have all my savings in my bank account some of which I want to invest in an all ETF portfolio over a period of time using SIP. What are some good ...
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-2 votes
0 answers
130 views

Why shouldn't one directly invest in ETFs instead of portfolios?

Recently, portfolio stocks have become quite popular against mutual funds. Platforms like Smallcase in India allow us to buy a portfolio based on an idea or theme. However, it turns out that many of ...
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2 answers
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Which currency is used when investing in ETFs for foreign indices?

If for example, I invest in an ETF for the S&P 500 or USD Treasury Bond ETF, from the UK with £1000, will this automatically be converted into USD? Then if USD grows stronger against GBP, will ...
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How to calculate distribution return for ETF?

I'm trying to calculate Growth and Distribution returns for ASX:VGS for 2021 based on historical data, but the results do not match what's published. Here I can see that in the 2021 Calendar year it ...
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1 vote
2 answers
77 views

wash sale with leveraged ETF

If a person sales regular ETF ( suppose QQQ) at a loss and buys a leveraged ETF on similar Index e.g TQQQ within 30 days, will the loss on QQQ be treated as wash sale ?
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Does FoF mutual fund have higher net expense ratio than advertised? [closed]

I am looking at 2 funds. One is ETF which tracks an index. Another is Mutual Fund which invests only in the earlier ETF. Mirae Asset FANG+ Index ETF FoF MF: https://groww.in/mutual-funds/mirae-asset-...
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3 votes
1 answer
144 views

When starting to invest, is it better to use a bank or online broker?

I am looking into investing in an ETF. I'm very new at this. Is it better to open a self directed RSP with a bank or an investment management service like WealthSimple or Questrade? I heard that if ...
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1 answer
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What does it mean to "hedge USD back to CHF"?

I earn in CHF, so I'm considering the iShares S&P 500 CHF Hedged ETF as a way of investing in the S&P 500 while also protecting myself against fluctuations in the USD/CHF exchange rate since ...
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1 vote
3 answers
96 views

How to compare investment options for HSA

I'm having some trouble comparing ETFs or other index funds. I have some money in a Health Savings Account which I would like to automatically invest and use when I'm old and in need of care. One ...
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1 vote
1 answer
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Consequences of liquidity crisis to passive ETFs to a buy-and-hold investor

Various sources raise the risk faced by passive investing ETFs, such as index funds, in the event of a liquidity crisis. One such example is the Investopedia article Why Passive ETFs Face Big Risks in ...
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2 answers
157 views

At the time when market opens what is the best way to know if market will go up or it will go down [closed]

I know markets are driven by multiple factors and any news, any time can cause market to go up and down. Assuming there is no major event/news during the day, at the time when market opens, what is ...
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Do I pay a K-1 if I make below $3000 in a year?

I received a K-1 from an ETF. I was buying very small amounts of funds, because investing is my hobby. I did not receive any distributions, nor did I make a considerable amount of money. Do I have to ...
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0 votes
0 answers
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Why does halting trading of the ERUS ETF (Russia-focused ETF) protect the best interests of ERUS shareholders?

I read on https://www.marketwatch.com/amp/story/nyse-halts-trading-in-ishares-msci-russia-etf-blackrock-supports-decision-2022-03-04 (mirror): ​Trading in the iShares MSCI Russia ETF ERUS has been ...
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0 votes
0 answers
271 views

VUSA vs VUAA - Distributing seemingly better than

VUSA (IE00B3XXRP09) and VUAA (IE00BFMXXD54) should both be equally "good". VUAA is for you if you want to automatically reinvest its dividends. I get that... Nevertheless, if I look at their ...
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0 votes
2 answers
51 views

Why people prefer VRE instead of HHL.B with higher dividend yield

Good day , I am new to stock market , so I am sorry in advance for my poor knowledge. My Canadian financial advisor told me that secure way to get dividends from stocks is to buy dividend ETFs ...
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1 vote
1 answer
44 views

Fine mechanics of an ETF closure

In this answer it is stated that when an ETF closes "there's likely to be increased volume and perhaps a somewhat lower price initially but that should level out." I'm curious why one would ...
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1 vote
1 answer
62 views

Is there a better expected return on investment than with ETFs accepting higher variance? If yes, what is the maximum?

My understanding (a bit oversimplified, ignoring inflation etc.) is: I do nothing with my money: Variance is 0, expected return is 0. I put my money in ETFs: Variance is positive, expected return ...
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1 vote
1 answer
103 views

How to retrieve the current holdings from ETF's like VTI

I'm trying to retrieve the up-to-date list of all holdings for an ETF like VTI. There is a list here: https://investor.vanguard.com/etf/profile/overview/VTI/portfolio-holdings but it's very hard to ...
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Is there any unified online resource where I can view the percentage of an ETF dividend that is regarded as qualified dividends by the IRS? [closed]

I'm looking for an online resource where I can enter the ticker symbol of an ETF and I can see the percentage of its dividends that is regarded as qualified dividends by the IRS. Does such resource ...
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2 votes
0 answers
57 views

How do I figure out how much of a given stock I have in my portfolio of mutual funds and ETFs?

If I own mutual funds or ETFs at some level of investment, which in turn own individual stocks, what is the easiest way to tell how much of each individual stock I own? I use Quicken, so it would be ...
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1 answer
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Do SPDR Constituent Stocks Change?

I know the relative weights will obviously change over time, but I'm trying to find out if the overall constituent stocks change. I assume they do, but I'm not sure where to find out the historical ...
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1 vote
0 answers
52 views

Momentum strategies as a private investor [closed]

I like to invest in a fund or ETF that invests itself according to the momentum strategies described in the paper by Jegadeesh and Titman, i.e. investing into stock with recent strong performance and ...
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1 vote
1 answer
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Does the creation/redemption of ETF shares by an AP when the ETF price deviated too much from its underlying securities cause cap gain distributions?

From Policy Spotlight: Authorized Participants (mirror), which Orange Coast- reinstate Monica referred me to: If the price of an ETF share deviates from the value of its underlying securities, an AP ...
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0 votes
1 answer
57 views

If the offer or demand for an ETF moves the ETF price far from the underlying net assets, does the fund management buy or sell underlying shares?

I am reading contradictory statements. https://money.stackexchange.com/a/148855/5656 says yes: Only rarely - if the offer or demand for the ETF accumulates significantly over several days and moves ...
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1 vote
2 answers
148 views

Why do ETFs usually generate fewer capital gain distributions overall than mutual fund?

I read on Investopedia that: Comprehensively, ETFs usually generate fewer capital gain distributions overall which can make them somewhat more tax efficient than mutual funds. Why do ETFs usually ...
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1 vote
1 answer
71 views

Non-US resident: tax comparison for ETF domicle in US vs Ireland

I am a non-US resident. I am evaluating taxation on US-domiciled ETF vs Ireland-domiciled ETF. Assumptions The country of the investor's residence has tax treaty with the US (the withholding tax in ...
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0 votes
1 answer
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Understanding the taxes on covered call ETFs (e.g., QYLD, RYLD and XYLD) whose dividend payments count as ROC: short-term or long-term capital gain?

As a US taxpayer, I am trying to understand the taxes on covered call ETFs (e.g., QYLD, RYLD and XYLD). From projecttheta, with QYLD as the example: Almost all of QYLD’s dividend payments have ...
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1 vote
1 answer
129 views

Germany - How are Acc ETFs taxed after the first year of investing? (confused about how I can apply the calculation formula)

I just started investing in 2021 and upon reading how to calculate the tax I owe for my accumulating ETF, I realised I don't know how to apply the explanations found on the Internet to my situation. ...
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3 votes
1 answer
128 views

UK investor in US ETFs

I have a question which I hope you can help with. I am interested in an US ETF to invest in. Now, my current brokers Freetrade, Hargreaves do not offer US ETFs due to being identified as PRIIPS thus ...
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1 vote
1 answer
88 views

Company exceeding Index weight percentage cap

I was looking at the Index MSCI World SRI Select Reduced Fossil Fuels where it says: The Index is float-adjusted market capitalization weighted and a 5% capping with 10% buffer is applied on issuer ...
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0 votes
1 answer
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How to price an ETF consisting stocks from different regions?

just out of curiosity, I would like to know how ETFs that consist stocks from various stock exchanges are priced. For example, if there exists an ETF that contain Apple (U.S.), Tencent (HK), and Rolls-...
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1 answer
60 views

Why ETF Actual Dividend yield differs after only 3 months

Will take IDVY.L as an example, dividends paid per share in September - 26.74p (30.91¢), projected dividends in December - 2.004p (2.35¢) - 13 times less. Another example - IUKD - 3 times difference ...
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1 vote
1 answer
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Explanation about apparent jump and subsequent fall of VUAA ETF (Sep-Nov 2021)

Serious newbie here with regard to ETFs that track the S&P500, but I was considering investing in VUAA. I was just wondering if someone could explain the large jump there was on Mon Sept 13 and ...
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0 votes
0 answers
87 views

Does it matter on which exchange and which currency I buy ETF?

I am citizen of EU member state and using Interactive Brokers. I am in for a long time and let's say I am averse to euro, so I focus on US equity ETFs. As EU citizen, I have to buy their UCITS ...
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0 votes
2 answers
155 views

Who is counter party to leveraged ETF e.g TQQQ

I was looking at return of TQQQ, and was surprised with result. I understand that, it is not equity based ETF, and is using derivatives. But I could not understand who is acting as counter party of ...
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0 answers
74 views

Should I close my French PEL to invest in ETFs?

My grandmother opened for me a PEL. I am going to give a complete description of what is a PEL as it is most probably unknown for money.SE. I am French and the PEL is a saving account that means: &...
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48 views

Conditions to trade ETFs with Schwab or other

I am looking for the conditions to start trading ETFs such as SPX and TQQQ. While trying to do it with an interactive brokers account, it tells me that I have 2 options, Be an institutional investor (...
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1 vote
1 answer
108 views

Does Fidelity have equivalent ETFs of VFIAX and VDADX [closed]

I noticed that fidelity charges a fee for buying: Vanguard Index Admiral Fund (VFIAX) Vanguard Dividend Appreciation Fund (VDADX) Does fidelity have equivalent funds of the above that I won't be ...
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0 answers
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Difference in de facto currency exposure

Suppose my main currency is SEK and that I want exposure to EM MSCI. Then I could A) buy a Swedish passive fund in SEK that is exposed to EM MSCI or B) Exchange my SEK for EUR or Dollars and then buy ...
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1 vote
0 answers
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What are the implications of a futures, rather than asset, based ETF?

Asking very generally here because specifics obviously could change the action of an ETF and its underlying on a case by case basis. But generally, how does the creation of an ETF based on futures of ...
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0 votes
2 answers
140 views

Could trading mutual funds be less expensive than ETFs?

I see there some mutual funds are no-transaction-fees NTF and no-load (or load-waived), the expense ratio of some of them is ~1% just like some ETFs, are both the same or trading (short term ...
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0 votes
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Difference between trading ETFs and the corresponding futures? GLD or /GC? UNG or /NG?

I am taking a hard look at options trading and I am starting with a modest account of $10,000 (I mention this because I think it might be relevant to the question). What is the difference between ...
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-1 votes
1 answer
139 views

Should I enable trading?

While looking for Vanguard 500 Index Fund Admiral Shares (VFIAX) on IBKR I landed at: And the Enable Trading at the bottom caught my attention. Do we negotiate this in a different way than i.e. VOO ...
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1 vote
1 answer
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Vanguard 500 Index Fund ETF, fixed income? [closed]

It seems some ETFs pay dividends other are fixed income. How can I know the one I'm interested in (i.e. Vanguard 500 Index Fund ETF) pays dividends or have fixed incomes?
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ETFs from Ireland and Luxembourg

From Nonresident alien's ETF domicile decision table: "Ireland is the most common domicile for non-US domiciled ETFs, although Luxembourg is another popular non-US domicile for ETFs" "...
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2 votes
1 answer
136 views

From which Stock Exchange should I buy ETFs?

I'm considering to buy ETFs through IBKR, which seems to be a safe bet investment. The same ETF can be bought from different Stock Exchanges (different countries), one example is the Vanguard S&P ...
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1 vote
1 answer
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Which one is the VOO ETF I'm looking for?

I'm starting my investment education. From udemy - Complete Investing Course 2021 (Stocks, ETFs Investing) I found I should look for VOO ETF. So I searched for it on IBRK but there are many: So ...
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1 vote
1 answer
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How to discriminate among all the tickers associated with a single company?

While following Interactive Brokers (IBKR Mobile) Tutorial | From Zero to Hero on my iPhone, I noticed there are many options linked to a company. In the screenshot we see, looking for Tesla will give ...
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0 votes
1 answer
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Wrapping my head around foreign currency exposure in ETF's

I am building a portfolio of ETF's, that track well-diversified international indices. I believe China will be a key player in the world economy for years to come, and therefore I purchased shares in ...
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