Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
784
questions
0
votes
0answers
15 views
Good International (ex-US), USD Hedged, Investment Grade, Long Term, Corporate Bond Fund ETF? [closed]
In an attempt to diversify my portfolio a bit more, I'm looking to buy a cheap ETF (Net Expense Ration less than 0.1%) that invests in Long Term, International (ex-US), Investment Grade, USD Hedged, ...
6
votes
2answers
444 views
How to rebalance a portfolio in a taxable account
I hold ETFs in a regular brokerage fund that is not tax shielded. I have about 20,000$ in VT, 6,500$ of that is profit. I wanted to swap VT with VEU. Are there any financial instruments that I could ...
0
votes
1answer
45 views
Why does iShares duplicate ETFs for US and EU (even pre-PRIIPS)?
Why do ETF issuers create near-identical versions of their ETFs for the US and Europe? This seems to have been common long before the current PRIIPS situation.
E.g. iShares Core MSCI Emerging Markets -...
14
votes
3answers
2k views
If a mutual fund sell shares for a gain, do investors need to pay capital gains tax twice?
In here it is stated that
An investor holding mutual fund shares in a taxable account may owe tax on any net capital gains realized from the sale of his fund shares during the calendar year. In ...
-1
votes
1answer
67 views
Effect of savings plans
Putting it very simple, the price for a stock is mostly affected by the demand. There are other factors in play as well, but let's assume for this question it was actually that simple.
For ETFs, there ...
0
votes
0answers
26 views
With respect to taxation, multi-asset ETFs such as %75 bonds + %25 equity are better compared to a %100 bond ETFs?
In here, it is claimed that
Less than 100% of gains may be taxed. There is a partial exemption (i.e. Teilfreistellung), which causes only part of the gains (e.g., 70%) to be taxed. This exemption ...
0
votes
0answers
21 views
For a German residence, is there a difference between investing U.S-based or Eurozone-based ETFs?
For a German residence, if you compare investing in identical two bond ETFs, one is in the US and one is in the Eurozone area, from a taxation perspective, which one is cheaper?
0
votes
1answer
56 views
Why would trading in an ETF’s underlying stocks be required if investors were to sell enough shares?
trading in an ETF’s underlying stocks would be required if investors were to sell enough shares to prompt the redemption of 5 per cent of assets under management. - Emma Boyde, Financial Times
I don'...
0
votes
1answer
89 views
Is there an ETF that performs consistently better than VGT over multiple date ranges?
It is surprising since the index it is based on is not well known, but when ever I compare it over 6mo, 1y, 2y, 3y, 5y, etc, the only one that comes close and occasionally does a bit better is QQQ, ...
0
votes
0answers
16 views
Yahoo Finance error? Did the VUAA.L etf drop by 20% shortly after debut (May 2019)?
I'm learning more about stock indices and doing an evidence-based approach. Many sources tout Yahoo Finance as a great place to get stock market data, so I'm looking at its data for the Vanguard S&...
1
vote
1answer
52 views
Multi-Factor Investing: Quality Stock / ETF
I am trying to build a multi-factor portfolio which includes the Quality factor. However, I am having problem finding out which of the ETFs (that I am considering) has higher profitability / quality ...
15
votes
3answers
6k views
Is buying an index ETF which contains my company insider trading?
I work for company C and in my contract I have information that I can't buy any company stocks, because it will be insider trading.
However, there is an ETF which tracks an index 1:1 to which my ...
0
votes
1answer
33 views
Expense of precious metal ETFs and tax implications
I am trying to understand how precious metal ETFs actually collect their fees. I know that for a stock ETF, expenses are collected by charging the shareholder's brokerage account a cash amount on a ...
11
votes
3answers
5k views
Will Humbled Trader sessions be profitable?
I am tempted to buy Humbled Trader "premarket daily trading plan and discussion" subscription of Humbled Trader.
Question: How profitable is it likely to be, based on the following facts?
...
2
votes
2answers
165 views
Which of SPY, FXAIX, VOO, IVV can get the most return over the long run?
I gathered the following data from Yahoo Finance's Historical Data.
I didn't start from March 3, 2011 because the Yahoo could not provide data for March 2011 for one of the ETF or Fund, so I used June ...
1
vote
1answer
41 views
Ascertaining the distribution yield of a dividend ETF
My understanding is that a stock ETF's distribution yield is not the same as its dividend yield, since the former is net taxes and fund fees and might also include "other distributions" than ...
1
vote
1answer
55 views
What does “collateral” mean for an ETC?
I am looking at different ETCs. I noticed that some ETCs have a collateral level of 50% and other may have 100%. What does this number entail? Is it basically how well the ETC will follow the ...
1
vote
1answer
124 views
What happens if too many investors want to purchase a given ETF? [duplicate]
I wonder what happens if too many investors want to purchase a given ETF. On one side, the ETF share price is approximately the sum of the ETF holdings divided by the number of ETF shares, since ...
3
votes
3answers
208 views
Are distributing ETFs always better than accumulating ones?
I am trying to decide between investing in a distributing ETF or an accumulating ETF and to me the distributing ETF seems clearly to be the better option. Since so many people invest also in ...
1
vote
1answer
48 views
How can an investor assess the tax efficiency of an ETF?
I read on this answer by mhoran_psprep
The tax impacts [resulting from the ETF manager changing the ETF composition by selling + buying stocks] are assigned to the investors.
This means that if two ...
-3
votes
2answers
68 views
How are ETFs, especially actively-managed ETFs, taxed when changing their portfolio?
For example, let's assume some ETF sell their 1k USD position in stock A, purchase 1k USD of stock B, and sell it two months after. How would this ETF be taxed and how does this impact the investors ...
0
votes
1answer
41 views
Why do different ETF tools show different information (specifically which stocks are in an ETF)?
I'm looking for ETFs with a specific stock (in this case: SNDL) in it. But when I look at different sites that track ETFs, some sites say an ETF will have the stock and other sites don't list it at ...
27
votes
5answers
7k views
How much money do I need to retire?
Assume that I need $15,000 (USD) per year to cover all my costs including health insurance. How much money do I need to retire?
The naive approach would be something like this: An ETF gives, on ...
1
vote
0answers
68 views
One commodity, 2 ETCs, same specs, different return - why?
Background:
I hold silver ETC that charges 0.49% TER. There are cheaper ETCs that haven't been around when I entered the market. I am trying to assess if it makes sense to roll over. Interestingly, ...
0
votes
0answers
46 views
BlackRock IVV ownership
As I was looking through BlackRock recent released 13F, how does BlackRock have ownership in IVV which is an S&P 500 ETF they managed? In other words, how could a company have ownership in shares ...
0
votes
2answers
154 views
Why do I see two very similar ETFs on my broker?
When I search for an ETF on my broker's interface I see multiple for the same search that seem to be same somehow but also different?
Can you explain to me the difference between the two that are ...
1
vote
0answers
36 views
Does TQQQ get wiped out if it QQQ drops 34%? But what if after I purchase, it first went up 50% and then down 34%? (100 to 150 and then back to 100) [duplicate]
Since TQQQ is 3x the leverage of QQQ, so the conventional wisdom is:
When TQQQ drops 34%, then it is all "wiped out" (meaning a $100 investment will go to $0 now). And TQQQ itself is also ...
1
vote
1answer
31 views
How to compute a funds TER?
I’m getting started with investing and will be starting with ETFs. When searching for how to pick an ETF, a common term comes up: TER.
As I understand it, the formula is total fund cost divided by its ...
2
votes
3answers
206 views
Trading out of mutual fund, into lower-cost ETF - is it worth it? [duplicate]
I've got a large amount of money (for me) in a US large cap index fund, with a 0.25% expense ratio. I've recently gotten back into investing after a long hiatus, and am now putting most of my money ...
-2
votes
1answer
86 views
How could i start an ETF or Mutual fund? [closed]
I want to start a mutual fund and an etf. How would i go about doing this? i would want it to be publicly traded on the market. Thanks for any answers!
1
vote
0answers
23 views
Earnings per share of gold ETF
I understand how EPS is calculated on an ETF like the S&P500 (such as SPY). However I don't understand how it's calculated on a metal ETF, like gold or silver (thinking about ETFs such as IAU or ...
0
votes
0answers
23 views
Dividend impact on accumulating inverse ETFs
This is a pretty straightforward clarification question. For inverse ETFs tracking an index which are tagged as "accumulating", what this actually means is that we are not tracking the ...
1
vote
1answer
36 views
Is ETF Market Cap Sum of Its Holdings?
When it comes to ETFs, is their Market Cap the exact (or as exact as possible) sum of its holdings or does it somehow have its own intrinsic value that can be different than the sum of its holdings?
...
1
vote
0answers
21 views
Index ETFs an Ex Divided Dates - Why do ETFs fall on Ex Div date?
Today this ETF went Ex -Div: HSBC FTSE 100 ETF HUKX.L
It dropped by the amount of the FTSE decline (tracking), plus it's own ex-div amount.
So far, so good.
However - The instrument is designed to ...
1
vote
2answers
176 views
How much are fees on ETFs on Robinhood? Where are they shown?
Trading stocks on Robinhood is free. That's nice.
But Robinhood also provides various funds and ETFs. They usually have an expense ratio which can range from 0.04% for a Vanguard ETF to 1% range for ...
1
vote
1answer
76 views
Suggestion for my ETF portfolio to invest in Germany?
Below are my 3 ETFs to invest in Germany via Trade Republic as I will need to pay tax here (first 800 Euro is tax exemption). This is my first time ever to invest in stocks and I will hold it for 5+ ...
0
votes
1answer
46 views
Bid/Ask spead for an ETF
I have been looking here for the information on the Bid/Ask spread of the Vanguard Ftse All-World Units Etf A on the Italian market. Here it is reported "Ask: n.d. X n.d" and "Bid: 84,...
2
votes
1answer
63 views
Liquidity of ETFs and Authorized Participants
I will buy the Vanguard Ftse All-World Units Etf A through my bank on Borsa di Milano (the Italian Stock Exchange). I have been told by the financial advisor of my bank that these assets have a small ...
10
votes
2answers
2k views
Why is the expense ratio of an index fund sometimes higher than its equivalent ETF?
Vanguard Total Stock Market Index Fund Investor Shares (VTSMX)'s expense ratio is 0.14% whereas VTI, its equivalent ETF, has an expense ratio of 0.03%. Why is the expense ratio of an index fund ...
2
votes
1answer
71 views
Should I be concerned with the low volume of trade for Franklin Templeton's international ETFs?
They have an attractive suite of foreign ETFs, ranging from Taiwan, India to Germany: https://www.franklintempleton.com/investor/investments-and-solutions/investment-options/etfs/franklin-...
2
votes
2answers
182 views
How to pick online broker
I'm looking for the way to pick online broker. I suppose to buy ETFs and rarely some other securities. There are a lot of online brokers ratings. Mostly it consist of 5-7 same items like TD Ameritrade,...
15
votes
2answers
6k views
Is it insider trading when I already own stock in an ETF and then the ETF adds the company I work for?
Let's say I own shares in the MSCI World ETF. Company X, where I am an employee, is currently not part of it. What happens when in ie a year Company X gets added to the ETF - Is my owning stock in it ...
17
votes
9answers
9k views
Is my back-of-the-envelope calculation about taking out a loan to invest into the markets flawed?
With the recent economic struggles due to the Covid-19 pandemic the stock market seems to be even more interesting for personal investments. Taking out a loan might be one of the ways to gather or ...
3
votes
1answer
160 views
If TIPS yields are negative, why do TIPS ETFs have a positive yield?
I've heard that TIPs currently have a negative yield. But the VTIP ETF from Vanguard has a positive yield of about 1.2% right now. Why is that?
1
vote
1answer
48 views
What is the difference between the SPDR GLD listed on multiple exchanges?
It looks like SPDR GLD (a gold-backed ETF) can be purchased on 5 different exchanges: US, Mexico, Singapore, Japan, Hong Kong. What is the difference between these? Are they just 5 different ETFs that ...
1
vote
0answers
30 views
Has Sharesight calculated my dividend's foreign source income correctly?
I recently received my first dividend from the ASX:IVV S&P 500 ETF. In the Components of Distributions announcement it says that the Foreign Sourced Income is 99.9998% of the cash distribution.
I ...
1
vote
2answers
47 views
Do ETFs issue their own 1099 forms?
I, this year, traded some ETFs that track US stock market indices; like SPY, QQQ, DIA. Do these ETFs issue their own 1099 forms for reporting Gains/Losses, or are those ETF transactions just reported ...
1
vote
2answers
1k views
Buying QQQ vs QQQM
Recently there is a new ETF to track the Nasdaq 100. Its symbol is QQQM. It is very similar to QQQ and it has lower expense ratio. I understand that QQQ is better known and has a smaller spread ...
3
votes
2answers
396 views
Why doesn't the GBTC premium get arbitraged away?
My understanding of how GBTC works is that all of the following are true:
Accredited investors may provide BTC to Grayscale and receive shares of GBTC in exchange.
After a six month lockup, the ...
1
vote
1answer
90 views
What's more important, broad diversification or Dollar Cost Averaging?
The fee structure of my online broker would make a broadly diversified portfolio consisting of up to 8 ETFs very expensive in transaction fees if I decided to make monthly purchases for the purpose of ...
