Questions tagged [etf]

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

Filter by
Sorted by
Tagged with
-1
votes
1answer
94 views

How can I tell if an ETF is sufficiently liquid?

How can I tell if an ETF is sufficiently liquid? How much should it have in assets? How much should the minimum average daily volume be?
2
votes
1answer
86 views

How Much Am I Losing On Dividend Tax?

I bought a Vanguard S&P 500 ETF that is issued in Ireland, yet my country of residence is the Netherlands (I'm doing this since from what I see there is no current Dutch ETF that follows the S&...
1
vote
1answer
61 views

Shares bought in a dividend reinvestment plan, where do they come from?

I just received a notice that my dividend was used to purchase and additional 5 shares in the the ETF. Since there are only a limited amount of trade-able units, where did these additional 5 come ...
2
votes
4answers
157 views

Indexes like S&P 500 vs simply tracking earnings?

I would like to know why ETF's like Vanguard S&P 500 are so popular as opposed to building an index that tracks that top 500 biggest profit makers. Companies like Uber and WeWork can be in the S&...
-1
votes
0answers
32 views

Is it possible, that the global warming will affect the exponential growth of the economy? [migrated]

I am wondering if, in the face of the global warming, the long-term passive investments into ETFs are still a good idea. Right know we benefit from the exponential growth of the economy. I assume (...
0
votes
2answers
134 views

Why must leveraged ETFs rebalance nightly / Why are there no leveraged ETFs that don't?

From what I understand, investing is leveraged ETFS is generally for short term holders such as day and swing traders because they rebalance nightly and over the long haul don't provide the returns ...
1
vote
1answer
62 views

How can I find ETFs whose portfolio intersects as much as possible with another ETF? [closed]

I want to find alternatives to an ETF. How can I find ETFs whose portfolio intersects as much as possible with this ETF?
3
votes
0answers
84 views

What determines the value/price of an ETF [duplicate]

An ETF is a collection of shares packaged into a single tradeable equity. But since the marketvalue of an ETF unit is determined by market forces, what impact does the change in value of an individual ...
2
votes
2answers
222 views

Are there any mostly-passive funds that become active after stock market crashes?

I am thinking of the following scenario: Expansion, index with low fees After a market crash, lever up and buys equities Does there exist a fund which follows this strategy? Preferably an ETF?
2
votes
1answer
139 views

Why the Vanguard S&P 500 eur has such a lower price compared to the original US version?

sorry if this is a silly question but I am new to the finance world. I would like to understand better why the Vanguard S&P 500 UCITS ETF (VUSA) has such a different price compared to the Vanguard ...
0
votes
2answers
104 views

What happen to these S&P ETFs during 2016-2017?

I'm taking a look at the historical data of these 2 S&P ETF, and I find something confusing. Here are the 2 graphs: SPDR® Portfolio S&P 500 Growth ETF iShares Core S&P US Growth ETF ...
0
votes
1answer
104 views

Single shares mixed up with ETFs?

I have an account where I am buying monthly a MSCI World ETF. I am now thinking about adding to this account single shares from a few different companies. What impact could this have if I mix up my ...
1
vote
1answer
98 views

During the 2008 crash/crisis, did ETF's track close to their underlying “holdings.”

Did ETF's drop as much as the indices they were supposed to track? Were there any outliers? Did inverse ETF's perform as expected? I have read that inverse ETF's track a bit off from what is ...
0
votes
1answer
121 views

Can ETF be inefficient?

For ETF, it seems the price is determined by ask/bid and trading price. Can it be inefficient, that the trading price deviates from the underlying tracked index? For example, intentionally buy and ...
0
votes
1answer
115 views

Can ETF be short-squeezed?

Can ETFs be short-squeezed? I'm not familiar with how they work. For ETFs like SPY, it seems it buys and sells stocks in the portfolio. For ETFs like UVXY, it seems it has no real stocks. How does ...
1
vote
0answers
65 views

Why do institutional investors use ETF?

Motivated by this question but at institutional level. To clarify I am not talking about the market making trading firm that arbitrages the price inefficiency of ETF and underlying assets. I am ...
4
votes
1answer
366 views

Why not just directly invest in the holdings of an ETF?

Consider an actively-managed ETF with a NAV of $23 and an expense ratio of 0.85 that consists of 30 stocks. Is there a point in buying the ETF, despite the stock picks being very good? The expense ...
2
votes
1answer
163 views

Why is it hard to find a list of individuals currently on the S&P 500 Index Committee?

All I've managed to find is that David Blitzer is the Chairman, but can't seem to be able to know who are the others, how many, from what industries, how they get elected, etc. Just trying to map out ...
5
votes
3answers
276 views

Why does the iShares EEM ETF have a higher expense ratio than similar ETFs like VWO?

Why is iShares able to charge more for EEM in comparison to VWO (a very similar ETF)? Investors/Traders are mostly institutional and in general, these entities have more insight (though simple ...
1
vote
1answer
49 views

Buying stock/ETF and nationality?

I recently tried to setup a Finanzen.net account to start playing with a trading app here in Germany, however only a specific list of nationalities are allowed to do this. Is there a way to buy stock/...
1
vote
1answer
50 views

How to improve geographical diversification?

Recently realised on my investments' geo distribution map that they are largely (~83%) in NA/EU. Given this, should I diversify by region further? What kind of ETFs/funds in general avoid NA/EU? ...
0
votes
1answer
42 views

How are percentage of investments decided in index fund like VTSAX?

I see that Portfolio composition - has about 20% technology, 19% financials etc - and there is similar composition for companies. This is a general question for index funds - specific example for ...
4
votes
1answer
253 views

How many ETFs have been closed so far?

I am thinking about investing my money in an ETF as they seem to be a relatively safe way to invest money over a long term (~20 years). However, I don't like the "seem to be". Are there numbers on ...
2
votes
1answer
87 views

How does ETF price actually track index price?

Imagine S&P goes -5% and so, technically, should VOO. But VOO is a stock itself - subject to supply and demand. The market could just happen to demand many VOOs and push its price up. Why doesn't ...
3
votes
1answer
90 views

How to find out the list of companies of a fund?

It is possible to find the full list of companies for a fund, like UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis? In particular, I would like to know if it contains Monsanto, ...
1
vote
1answer
71 views

ETFs with 2 ISINs - what's the point?

I noticed that some funds are available under different ISINs. For example the HSBC FTSE EPRA NAREIT DEVELOPED UCITS ETF: IE00B5L01S80 DE000A1JXC78 When looking them up I can't identify real ...
2
votes
1answer
66 views

Can I invest using the All Weather Portfolio strategy buying US stocks but on the London Stock Exchange?

I really like Ray Dalio’s ‘All Weather Portfolio strategy’ and I would like to follow this, but I’m struggling to find relatable USA ETF’s that I can buy into on the LSE. Even if I did manage to find ...
3
votes
1answer
130 views

How to select ETFs on to invest on?

In the last couple of years I have been trying to educate myself in what concerns finance. I have put some money on some financial products (shares and ETFs) but I feel like I am playing the roulette ...
2
votes
1answer
101 views

Ishares Portfolios for EU investor

I am 29 at the moment at looking to start investing as much as I can and build a long term portfolio (aiming at around 2000 USD/month). Since I am based in the EU, I have no access to US based ETF ...
1
vote
1answer
54 views

Cash Component in Index

In one of the office discussions today, it came up that index, for example, can have cash also. This information was new to me and I couldn't understand why an Index will have cash? Could someone ...
1
vote
0answers
54 views

Are there advantages to buying an ETF directly through a brokerage?

I'm looking to purchase shares of an ETF (e.g. one of the Vanguard growth funds) but I'm wondering if there's any advantage to setting up an account directly with vanguard vs my current brokerage? For ...
1
vote
1answer
71 views

How to estimate the average cost-per-share of a not-very-liquid ETF purchased with a market order?

I'm a Canadian resident and a few months ago I bought a US-listed Vanguard ETF of European stocks (VGK). There was a Canadian-listed version of this ETF (VE), but I chose the US-listed one because the ...
3
votes
3answers
181 views

Are bond index funds a safe way to save for a mortgage down payment?

I came across Betterment's "Smart Saver" account today, which is a savings-account alternative that invests in U.S. Treasury bonds and low-volatility corporate bonds. The APY is almost exactly the ...
2
votes
1answer
102 views

Does the price per share matter for otherwise similar ETFs?

For example looking at IE00B5BMR087 and IE0031442068 (both links in German), they seem to be very similar. Both try to track the S&P 500 in the same ways, the main difference seems to be that one ...
2
votes
1answer
51 views

Do USD-denominated ETFs offer the same protection than EUR-denominated ETFs against a weakening USD->EUR exchange rate?

Do USD-denominated ETFs offer the same/similar protection than EUR-denominated ETFs against a weakening USD->EUR exchange rate? Assume that these ETFs solely contains European holdings (e.g., firms ...
16
votes
9answers
2k views

Are ETF trackers fundamentally better than individual stocks?

My situation: I am mostly interested in long-term dividend-paying investments. My philosophy is "only sell if the company becomes fundamentally worse", so I only pick stocks of companies I feel ...
3
votes
2answers
337 views

ETF asterisk clause meaning

I'm choosing an ETF, and reading this KII document, I'm not sure what this sentence means. Can anybody expand this language with an example? Is this typical for an ETF? To the extent the Fund ...
0
votes
3answers
329 views

Are there any non-decreasing securities on the stock market?

Are there any securities traded on the stock market (i.e. ETPs) that never decrease in value? As an aside (in case anyone mentions bonds): I'm aware there's ETFs for AAA-rated government bonds, but ...
4
votes
4answers
388 views

Is every active fund bad?

My father (who actually is in banking) recommended me an active fond (https://www.finanzen.net/fonds/deka-globalchampions) in which I invest since some quite some time monthly as long-term investment. ...
0
votes
0answers
56 views

Bond ETFs slowing down after 2015. - why?

I see a lot of bond ETFs have very low gain, or even stay flat during 2015. - today. For example Eurozone Government Bond or US Treasuries. What is the reason for this?
3
votes
1answer
169 views

What kinds of ETFs weathered well the 2008-2009 financial crisis?

I started to do research on which ETFs kept or increased their value over a recession in 2008-2009. I saw a lot of articles which says "invest in X, because X is always in demand (even in crisis)." X ...
1
vote
2answers
69 views

What is the difference between “unités de compte” and ETFs?

What is the difference between "unités de compte" (often proposed in assurance-vies) and ETFs? I don't see the difference when I read the definition on https://www.journaldunet.fr/patrimoine/guide-...
1
vote
0answers
65 views

What's the point of commission free ETFs for the brokers? [duplicate]

Fidelity, Ameritrade, Vanguard and now Schwab offer no transaction fees ETFs. how do they make money by selling these ETFs ? what's the catch ?
0
votes
1answer
30 views

Question about Emerging Market index - EEM ETF

I read that the EEM ETF replicates the Emerging Market index. Which leads me to ask, is there an official Emerging Market index? Or what exactly does it replicate? I've found the following index: ...
1
vote
1answer
36 views

ETF currency confusion: EUR vs GBP

Currency confusion. Looking at the ETF: Stoxx Europe 600 UCITS ETF 1C, it says: "Share Class Currency: EUR". Listed on the London Stock Exchange, this fund has the price listed in GBP. I need to ...
1
vote
1answer
84 views

Did Schwab's Emerging Market ETF really pay no foreign tax related to the final distribution in 2018?

According to the 1099 from my broker, the Schwab Emerging Market ETF (SCHE) did not pay any foreign taxes associated with its final dividend for 2018, declared 12/28/2018. I'm quite skeptical as ...
3
votes
0answers
53 views

What does negative holdings in ETF mean?

For example in this ETF, the full list of holdings as of today is: TD International Equity Index ETF (TPE) 99.88% Cash and Cash Equivalents 88.88% JPY Currency 23.53% CHF Currency 3.37% SGD ...
1
vote
0answers
22 views

Are there any possible complications when calculating capital gain while trading gold ETR, compared to regular ETFs?

In particular, is MNT.TO ETR treated any different from ETFs when calculating ACB? I assume that it pays no dividends, and thus buy/sell would be the only taxable events, or am I missing anything? I ...
1
vote
1answer
94 views

Is the issuer of an ETF a risk to consider?

When it comes the price of an ETF, I understand that it reflects the value of the underlying assets. What happens where a company that issues ETF comes into play on the decision of people whether to ...
2
votes
1answer
318 views

How is a mutual fund and ETF priced?

Is a mutual fund and ETF priced the same way? regardsless of what it contains and if it pays didivends? Is it basically the price of all the assets? or is the demand in the market(as with a stock) ...