Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
620
questions
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3answers
131 views
If I convert SPY to VOO to reduce the fees, then do I have to pay a capital gains tax?
I have some SPY for many years and it has gone up since then.
I noticed that the fees are much higher than the VOO which is also an ETF for the SP500.
Both ETF's hold the same underlying SP500 ...
1
vote
0answers
25 views
How is Deutsche Bank's vermögung service ROBIN?
I have been searching for different possibilities to invest in the markets for long term holding and trading. I do not intend to do leverage based trading and working with leveraged ETF's is not in my ...
0
votes
0answers
16 views
Understanding Assets Under Management (AUM) in relation to ETFs
From ETF.com/SPY (recently updated):
SPY has $243.24B of Assets Under Management.
From Investopedia (article from 2018):
SPY is still the world’s largest ETF and the world’s most heavily traded ...
0
votes
1answer
28 views
Are ETFs and Mutual Funds considered Institutional owners?
By looking at the institutional ownership of a company I see big players in the ETF/Mutual fund Markets. So my question is, are these holdings due to ETFs or instead "private" investments of public ...
0
votes
0answers
18 views
How to calculate total annual return of ZCN ETF using Yahoo Finance?
The ETF that I'm looking at in particular is ZCN.
According to Yahoo Finance, the total annual return for this ETF in 2010 was 13.63%.
I'm trying to arrive at this number using the historical prices,...
18
votes
2answers
5k views
Why do ETFs that replicate the S&P 500 vary significantly in price?
From Wikipedia:
Exchange-traded funds (ETFs) that replicate the performance of the index are issued by The Vanguard Group (NYSE Arca: VOO), iShares (NYSE Arca: IVV), and State Street Corporation (...
0
votes
0answers
57 views
Why are some ETFs a tenth of the index's value? [duplicate]
At the time of posting this question, the S&P 500 index stands at $2,304.92.
As per Investopedia, the largest ETF that tracks the S&P 500 is State Street Global Advisors' SPDR S&P 500 ETF ...
4
votes
1answer
124 views
Why use a robot advisor over ETFs? [duplicate]
One central observation is that the vast majority of Robo-Advisors base their investment approach on ETFs. About 70% of the examined providers even operate on an “ETF-only” approach, to maximize cost-...
1
vote
2answers
89 views
What happens to an index based ETF if the index maintainer goes bankrupt / disappears?
Suppose an ETF is structured to track an index
and that that index is maintained by some financial institution
and that financial institution goes bankrupt and is no longer around to maintain that ...
0
votes
1answer
61 views
Investing in an Acorns Stock Fund
I have an Acorns account and have been depositing a modest amount into it every week for a couple of years. I've been trying to understand exactly how it works recently. It seems like its a lot of ...
5
votes
2answers
1k views
Short selling banned in Italy for 3 months. Am I affected with my Short ETF investments?
I'm from Italy and I've "invested" in the following short ETF:
BOOST FTSE MIB 3X SHORT DAILY
ISIN: IE00B873CW36
Ticker: 3ITS.MI
WisdomTree Info Sheet
Used to be called Boost, now they're WisdomTree
...
4
votes
0answers
69 views
Can I execute an option on an ETF which I can't trade due to the EU PRIIPs KID regulation?
As an EU resident, I can't trade in ETFs which do not have a publicly-available PRIIPs KID document, e.g. SPY, and most American ETFs; more specifically I'm not allowed to buy or short, though I would ...
1
vote
1answer
91 views
Should I worry that an online broker I buy securities from might not be in business when I want to sell them?
I would like to buy ETFs via an online broker in Denmark that is not affiliated with the bank that manages my regular deposit. Is there a possibility that this broker might not be in in business ...
0
votes
1answer
63 views
FX contribution to ETF trackers
I am UK-based investor and I am trying to understand how to read the performance of Exchange Traded Funds (ETFs) which track major worldwide Equity indices. In particular, there are many ETFs that ...
0
votes
0answers
15 views
Tracking inconsistency in FX-hedged accumulating ETF
I am looking at historical data for the iShares S&P 500 GBP Hedged UCITS ETF (Acc) Exchange Traded Fund (ETF), with Epic ID IGUS. The objective of the ETF is to track the performance of the S&...
0
votes
0answers
28 views
What-timed price do leveraged ETFs (e.g. UPRO, SPXL) attempt to track?
The "volatility decay" of a leveraged ETF over the long term results in net loss (bad) during net-zero up/down movement, as well as increased gains/decreased losses (good) during consistent up/down ...
1
vote
0answers
32 views
Why an ETF that tracks China A stocks is NOT moving as the underline index moves
For ASHR (https://www.etf.com/ASHR#tradability) , which tracks an index of the 300 largest and most liquid Chinese shares traded on the Shanghai and Shenzhen exchanges, it doesn't move as the index ...
0
votes
3answers
114 views
How do you make money from Growth ETF funds?
I'm doing some research as I prepare myself to start my long-term(25-30 years)
investment journey. I'm taking notes covering basic terms, fund info (holdings,
volatility etc) and preparing my ...
2
votes
1answer
99 views
Can anyone give me an idea about investment scenario in Germany and the services I might need to be better equiped to invest?
I am 24 years old and have recently started working as a software developer in Germany. At the moment I have not commitments for family or kids and I believe this is the right moment for me to ...
0
votes
0answers
20 views
Exchange Traded Funds “One-off Charges” [duplicate]
I am trying to understand a series of "one-off charges" for Exchange Traded Funds (ETFs) I have seen in a couple of funds.
For example, HSBC's MSCI Japan ETF has a 3% one-off charge "taken before or ...
1
vote
1answer
71 views
To buy S&P minis or SPY (or VOO)
Let's say I'm going to buy in the market to hold. What are the pros and cons of buying MES futures instead of SPY ETFs for exposure to S&P500?
From a high level I know that MES is $5 per point ...
1
vote
2answers
83 views
How can I most productively check for overlaps between ETF holdings?
My grandparents just realized that NASDAQ and S&P500 overlap as listed in this Quora post dated May 11 2017.
How can they check for overlaps more productively than copying and pasting each index'...
1
vote
1answer
154 views
What exactly does an ETF do when a company is added or removed from an index?
Suppose an index is changed in so far as Company A is removed and Company B is added.
Are these changes reflected immediately in an ETF reflecting said index?
I suppose that when an AP creates ETF "...
0
votes
0answers
47 views
How do automatically managed ETF portfolios (robo-advisors) handle small account balances?
It seems like new robo-advisors are appearing left and right. All the ones that I see tend to invest in a group of ETFs, which are automatically selected based on your risk tolerance. Also, unless a ...
0
votes
1answer
189 views
Vanguard S&P500 vs Vanguard U.S. Equity Index Fund
I was looking at Vanguard funds and ETF's and I can't figure out why performance(compound average return 2012-2019) of U.S. Equity Index Fund - Accumulation is better than S&P 500 UCITS ETF (VUSA)....
0
votes
2answers
75 views
Invest in Commodity Index ETP avoiding the rolling Yields
I am looking to invest in an ETP which is based on a Index of Commodities basket.
From previous question I understand that investing in indexes tracking Futures prices is most likely the only ...
0
votes
1answer
41 views
ETP/ETF to get exposure to Commodities (EU Based) [closed]
I am looking to invest in an ETP to get exposure on Commodities market.
In order to do this I am looking for an Index with following requirements:
Broad diversification across commodities (...
1
vote
1answer
151 views
Investment Grade ETFs and their costs
If I was about to buy some LU0508799334, hold them for a while (ideally about 20 or 30 years) and then sell them again, could that be problematic?
Its KIID specifies that the costs of buying or ...
0
votes
0answers
47 views
Can I invest online in an ETF that tracks the NasDaq in Ireland?
I'm an Irish citizen and have recently moved to Ireland to work after living most of my life in South Africa. I have pension investments in South Africa and in Ireland, as well as other investments. I'...
1
vote
1answer
84 views
European Etfs following sp500 while European markets are closed [duplicate]
The are ETFS that are traded on the EU stock exchanges that follow the SP500.
My question is if for example at 3pm New York time (when European markets are closed) the Sp500 crashes 15% how this will ...
0
votes
1answer
119 views
What are the specific vulnerabilities of large-index tracking ETFs to sudden market moves such as crashes?
For instance, are tracking errors likely to increase during a financial/market crash and thus pose a risk to ETF investors who count on effective replication of the underlying index at all times ?
2
votes
0answers
57 views
How does an ETF that tracks a foreign stock index work? - Potential arbitrage opportunities because of time-zone? [duplicate]
Suppose I live in the US and want to buy an ETF share traded in the US. I would already know how Chinese stock market performed by the time the US market is open because of the 12-hour difference.
...
1
vote
1answer
132 views
Consequences with liquidity issues for an index fund or ETF?
In the media in recent months, there were mentions of liquidity risk of index funds and ETFs (sparked by some statements by Michael Burry).
My question is if there is a mass sell off by the public of ...
1
vote
2answers
209 views
Price difference between Acc and Dist ETFs
There can be huge differences between the prices of the accumulating and distributing versions of ETFs following the same index.
For instance, as of 17 Jan 2020, the NAV of the accumulating version ...
1
vote
1answer
229 views
Are there Bond ETF’s that don’t go down? [duplicate]
I would like to put some percentage of my money in an investment that only goes up, even if it goes up only by a small amount. One way to do this would be to put my money in a bank account, but I’d ...
1
vote
2answers
169 views
All-in-one international ETF vs weighted region-based ETFs performance
If you only consider returns (and not trading fees or total expense ratios or tracking errors as mentioned by D Stanley below), what would be the difference between a single ETF and several ones ...
1
vote
0answers
76 views
Is Trading 212 fair and legitimate broker for buying ETFs?
I am looking for a way to make an investment into an ETF. Many of the low cost international brokers are unavailable in my country while the local banks have fairly high commissions. I got a ...
1
vote
1answer
154 views
Accumulating or Distributing ETFs?
I am 32 years old and have started to invest passively in low-fee stock ETFs: one global (VT) and one local Swiss ETF (CHSPI). However I was not sure whether to buy accumulating (dividends auto-...
0
votes
1answer
54 views
Do you know any broker in Europe that has american ETFs available in their offer? [closed]
Due to some new law from 2018 you can't buy in Europe american etfs like SDPR S&P 500, iShares Core S&P 500 or others. Do you know ANY European broker who allows i? I found only DIF Brokers ...
2
votes
1answer
114 views
How the fee of ETF VTI is calculated?
For the ETF VTI,
I tried to calculate the fee, but my number doesn't match that $71.
Here is my calculation:
Am I missing anything? The total fee the way I calculated is $45.57.
The formulas I ...
2
votes
2answers
71 views
Why does CAD-hedged S&P 500 ETF suddenly not track to actual index
At the time of posting this question, the BlackRock ETF XSP is down approximately 1.3% during the period Dec 24 9:30 am - Dec 31 10:30 am, while the actual index is down approximately 0.3% during the ...
12
votes
2answers
3k views
Why there is difference between performance of Vanguard S&P500 (VUSA) and S&P500 index
I have been recently reviewing my Vanguard S&P500 (VUSA) performance and I have noticed that it does not correlate with the performance of the same ETF on their website.
Inside Vangurad ...
2
votes
1answer
85 views
IVV, how much did it really go up? [duplicate]
I am invested in IVV and was surprised today when I saw the S&P500 and VOO shoot up 0.7% in the morning, while my IVV shares only went up ~0.02%.
The day ended with the S&P 500 up 0.71% and ...
5
votes
0answers
142 views
How might ETFs accelerate a “crash” [closed]
I am editing my question to pose the inquiries first in order to hopefully emphasize their objective, rather than subjective nature upfront. Here is my question: Am I correctly understanding the ...
0
votes
0answers
92 views
Invest in stock, ETF etc. for a minimum amount of time?
Is there any financial product that would allow someone to invest a sum X (once or maybe periodically) in a single stock, an ETF or similar for a minimum of say 25, 50 or even 100 years?
I'm not ...
35
votes
12answers
17k views
“Don't invest now because the market is high”
I have heard many people in my life say things like
The market is low so it's a good time to invest
or
The market is high so don't invest
It makes me wonder if mean-reversion is actually a ...
0
votes
1answer
97 views
Fractional-Cent Dividends & Official Sources
How do fractional cent dividends work?
In ETFs such as SPY, which represents a group of stocks, the dividends come from pooling the underlying dividends and comes to a long decimal (such as $1.383619 ...
0
votes
1answer
205 views
How to find equivalent US or Worldwide ETFs that are compliant with European PRIIPS regulations?
I used to invest in the following hyper-diversified portfolio :
+--------+--------------------------------------------------+-------------+
| ticker | Exchange-traded Fund ...
1
vote
1answer
84 views
Does a high turnover rate of ETFs matter now when online traders offer zero commission for trading?
In the US, a high turnover rate of ETF underlying assets generally passes the cost to the investors who purchase those ETFs. Now multiple online traders such as Schwab and TD Ameritrade offer zero fee ...
0
votes
1answer
209 views
Why does this ETF appear to have price drops that are (virtually) infinite over the last 5 years?
According to Yahoo Finance, the Vanguard ETF VERX.AS has several (almost) infinite drops if you look at it over the last 5 years (I don't provide the link because it is extremely long, but below there ...
