Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
967
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Does vanguard charge fees for the ETF's that are contained in their ready-made portfolios?
The ETF VDGR is a ready-made portfolio provided by vanguard. It contains other ETF's provided by vanguard to create a diverse portfolio. VDGR charges an annual fee of 0.27% p.a and VAS is the largest ...
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Why can't one short UVXY and hold that short over extended period, like 1 year?
The ticker UVXY is a leveraged ETF that follows the VIX volatility symbol. It's a long term decaying asset. It decays rapidly - often 50%+ a year. Why wouldn't traders short it and hold for a year, ...
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AI apparently uses huge amounts of power. Does it make sense to invest in utilities? [closed]
I've been reading on and off about how AI requires vast amounts of electrical energy.
Today I came across this article in Yahoo Finance:
"Forget Technology, Focus on Utility ETFs to Tap AI Boom&...
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Calculating Price/Earnings Ratios for Indices
Since there are different ways of calculating the forward P/E ratio of an index, I am uncertain as to which method is common practice. In this respect, I have two questions:
In the factsheet for the ...
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Why does it cost so much to produce shareholder reports for an ETF?
I was looking at the Annual Report (January 31, 2024) for Vanguard's "Vanguard Real Estate Index Funds". On page 15 of that report there is a section titled "Statement of Operations&...
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391
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How to watch out for, steer clear of, ETF swindlers and bankrupts like Emerge Canada?
Me, my husband, kids, grand kids bought $1 million CAD in Emerge ETF's. We just found out “about Emerge’s alleged misconduct and, from our perspective, the merits of the case remains strong." We ...
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105
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How much cash do ETFs keep in reserve for redemptions and buying opportunities?
If Vanguard NASDAQ 100 ETF (QQQ) has $300 Billion under management (AUM), then how much of that will they (or a typical index fund) keep in cash (for redemptions, buying opportunities, etc.)?
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Can I buy an ETF directrly from BlackRock? How do more ETFs and leave circulation?
TASE is a small stock exchange, and sometimes it takes a long time to do a deal.
BlackRock has ETFs it also sells in TASE, and for tax reasons I need to buy them from there.
So Im wondering if there ...
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What is the reason that the 10y forward shifted inverted Shiller PE Index predicts the S&P 500 10 year return this well?
I was watching a video by game of trades.
In the video he argues that the using the inverted Shiller PE Index shiftet 10y in the future can be used to predict the movement of the S&P 500 10 year ...
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881
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Why Canadians invest in USD ETFs listed in ― Canada, rather than USA?
What are the strengths and weaknesses of ETFs denominated in USD listed on ―
Canadian exchanges vs. American exchanges?
Consider a Canadian, with USD, who intends to invest in a US Treasuries ETF. Why ...
- 31
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Confused about different ETFs
I am trying to decide what ETFs to invest in (long term) and I see many options that are recommended online, by reliable finance websites, but make no sense to me (I will mainly invest in VOO, but I ...
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Why are world ETFs considered high risk?
I am in Austria, and am investing in ETFs via one of the big brokers in Germany (Flatex), with a view to holding on to them for many years.
Brokers like Flatex require private customers to define ...
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700
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Why do my lifetime ISA and stocks and shares ISA perform differently if they've both bought the same fund?
I have both a stocks and shares ISA, and a lifetime ISA. I pay similar amounts into both and make sure to keep under the total £20,000 limit. Both ISAs have money in the S&P 500 as accumulator ...
- 131
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3
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Do S&P 500 funds run by different investment companies have different performance based on the buying / selling speed of the company?
Three major investment companies that I can think of are Vanguard, Schwab, and Fidelity. Each of those have their own version of funds that track the S&P 500
https://investor.vanguard.com/...
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Does it matter where I'm buying stocks, or only where I'm selling them? (from tax perspective)
I'm a Polish citizen but I live in Thailand since a few years, and currently I have tax residency only in Thailand. I've been buying some S&P 500 stocks here on an international stock exchange, ...
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Why ETFs that replicates the MSCI World LEVERAGED 2X Daily (SHLE) don't seem to exist (yet)?
I am a French young personal investor that took interested in ETF during the pandemic COVID. I have soon started to invest in ETF that follows indices such as the MSCI World, the S&P500 or the ...
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Germany - when is the Vorabpauschale for accumulating ETFs paid?
I am very confused and I would really appreciate some clarification. I hold some accumulating ETFs with a foreign broker (Degiro) while living in Germany. I am now doing my tax return for 2023 and ...
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Why are ETFs so bad at tracking Japanese indices?
ETFs that track American indices are generally very succesful at doing so. An example is Spy5, which has followed S&P 500 very closely since its inception in 2012.
However, any ETF I have found ...
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I bought my first Blackrock iShares ETF today and want to know if I am now registered with Blackrock (data transfer from broker)
I bought my first Blackrock iShares ETF today and want to know if I am now registered with Blackrock (data transfer from broker)
I bought shares in a Blackrock ETF via Swissquote. Are my personal ...
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1k
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Is it better, financially, to invest in a property or in ETFs?
I need a bit of a help deciding if it's better to invest in a property or ETFs. I have currently saved up a decent sum of money and I'm looking to invest it wisely. I'm 27, if that matters.
Option 1: ...
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Why can't I buy the ETF "AXA IM NSDQ USD ACC" in my PEA?
I have opened my PEA (Plan d'épargne en actions) on Boursobank and tries to buy this ETF AXA IM Nasdaq UCITS ETF (https://www.justetf.com/uk/etf-profile.html?isin=IE000QDFFK00#overview ) but I have ...
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How do ETFs process dividends?
Presumably at least some of the stock shares held by an Exchange Traded mutual Fund produce dividends.
Do those dividends just get pocketed by (and taxed upon) the fund managers, as their income to ...
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Investing tips with lower box 3 taxation (NL)
Any tips on investing in the Netherlands with the ability to lower your box 3 'wealth tax' annual payments? Maybe something special like the british ISA or so exists in NL as well, which allows tax ...
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Is it a Wash Sale from a Capital Gains Perspective if I was to sell Nasdaq ETF and buy Nasdaq 100 ETF?
If I was to sell 100 units of ONEQ and use the proceeds to buy NDX, would I have any tax liability on the capital gains from a first sale or would it be considered a wash?
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ETF and Fraud by the ETF sponsor
If an investor buys an ETF, typically, he is buying a basket of stocks. Those stocks are being held by the sponsor of the ETF. What happens if the sponsor of the ETF, sells those stocks and then ...
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UCITS ETF Capital Gains Taxes Different Depending on Stock Exchange?
If a certain UCITS ETF is domiciled in Ireland and is traded on both the Swiss SIX and London LSE exchanges (same ISIN but traded on both exchanges), will the tax implications (or broker’s automatic ...
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Building buy&hold ETF portfolio by writing ETF puts? [duplicate]
Does building a buy and hold index ETF portfolio by writing puts on the desired ETF, and possibily getting assigned, yield a boost over buying the ETF the standard way ? Is it a good idea ?
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index rebalancing question
When the S&P 500 adds or removes companies, my intuition is that the companies added have a higher market cap than the companies removed. To what extent does this difference drive the growth of ...
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Why does SGOV pay dividends twice in December?
The US ETF SGOV pays dividends once a month from Feb. to Nov, then twice in December. Why? I'm reading it may be for tax reason. If that's correct, what's the tax reason?
From https://seekingalpha....
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Where can I look up total returns of stocks, ETFs, and mutual funds? [closed]
I'm looking for a free way to look up total returns of various stocks, ETFs, and mutual funds. FinanceCharts.com lets me save lists of stocks and ETFs and view total returns for various time periods, ...
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No Cost ETF - Is there a trap here
I have noticed that Fidelity has some no cost ETFs. That is, they do not charge a management fee. I have bought some Vanguard ETFs because they have a very low management fee. I consider both Fidelity ...
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How do I model the diversification benefit of adding something to my portfolio?
Question
How can I quantify the marginal diversification benefit of adding a particular holding to a portfolio?
Context
In this question, I asked about manually replicating a world-tracker ETF by ...
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64
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Does dividend tax witholding mean that ETFs aren't necessarily great for personal pensions overseas?
Question
For tax-shielded personal pensions (US IRAs, UK SIPPs), should one prefer to "manually replicate" ETFs by holding stocks directly instead of buying ETFs, to avoid US withholding tax ...
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How often do ETF's change holdings?
I realize all ETF's are probably on different schedules depending on who's managing them. My question is: is there a way to learn the schedule for when they modify their holdings?
Let's take Invesco's ...
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732
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What are the differences between real estate investment trusts (REITs) and Real Estate Index Fund ETF?
I attended a course on Financial Literacy, and it is intriguing to learn about the various investment opportunities available in the market. One particular topic that piqued my interest was Real ...
user125674
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1
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394
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Where does the extra money come from for 2x,3x..etc. ETF
There are leveraged ETFs' that track for example the S&P 500. My question is where does it generate the extra money? If for example a 2x leveraged ETF tracking the S&P500 receives 10 million ...
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99
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What does it mean for an ETF to have outflow, doesn't every every sell have a corresponding buy?
I often read something along the lines that some ETF has big outflow. I never quite understand what this means since it's exchange traded: doesn't every sell have a corresponding buy?
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Question to do with ETF price changes during the day
In my learnings I was told the nav price of an etf is calculated at the end of the trading day,So the next day trading resumes at that price but then fluctuates due to supply and demand for the etf ...
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Risk of bonds bought on the primary and the secondary markets respectively
Let's suppose investor 'A' buys $100,000 of US inflation-linked treasury bonds, and that investor 'B' buys $100,000 of an ETF that tracks the exact same type of TIPS.
Let's suppose that, after ten ...
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685
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TQQQ Tax Treatment
I understand that dividends from TQQQ are not qualified. As such, they will be fully taxable. I consider this to be a negative for TQQQ. For comparison purposes, they would be qualified if the ...
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Is IBIS2 the same exchange as AEB in Interactive Brokers?
I am trying to buy some SPDR MSCI World UCITS ETF in Interactive Brokers. Its ISIN is IE00BFY0GT14.
When I search this ISIN in Interactive Brokers, I see in the search results that I can buy it from ...
- 161
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130
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ETF Authorized Participants and the taxes they pay when they sell low cost basis securities on the market
It is known that:
When the price of an ETF is lower than its NAV (i.e. Net Asset Value, the value of underlying securities, per ETF share), the Authorized Participants essentially buy ETF shares from ...
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Why is an ETF that generates less capital gain distributions better for some investors?
Question
From an investor prospective, why an ETF that generates less capital gain distributions to the investors is better than one that generates more distributions?
Note, I am not talking about &...
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378
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Potential EU Tax Residency and Ownership of US ETFs
I'm currently considering the possibility of obtaining EU tax residency in the future, and I'm aware of the restrictions that EU tax residents face when it comes to purchasing US-based ETFs due to ...
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160
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Comprehensive Investment Strategies: Does Going Beyond S&P 500 ETFs Pay Off?
I am intrigued by investment strategies beyond S&P 500 ETFs. How significant is the impact of elements such as international stock ETFs, bond ETFs, real estate ETFs, commodity ETFs, or additional ...
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Mutual Fund Fees
Let's say I were to invest 10,000$ in a mutual fund and it has an annual fee of 2%. If the fund gains over the year, then my actual gains would be after subtracting the 2% in fees. But if the fund has ...
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2
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Does the distribution of an index ETF depend on the day of inception?
My question is this: for ETF or mutual fund such as VTSAX, VTI, VOO, SPY, or even QQQ, a lot of time, it has the top 10 holdings such as Apple or Microsoft, and it is because these stocks have grown ...
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Is it legal to trade unlicensed gold ETFs in Germany?
In Germany, gold ETF aren't licensed because apparently they violate diversification which is required by law (cf. German Wikipedia articles which cite an upper limit of 30 % for a fund).
Thus, as a ...
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201
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Derisk assets and reinvest proceeds (stocks to ETFs/cash)
I have some US-based stocks in a company I recently liquidated. I would like to reinvest 50% of the proceeds into ETFs for eventual retirement, set aside 25% set aside for medium-term cash needs (...
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761
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Can ETFs be broken down into the stocks composing them without paying capital gains tax?
I own some bad index funds. I would like to decompose them into their stocks, and just hold these (maybe doing further alchemy and replacing some of them with other index funds).
Is this possible ...
