Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
861
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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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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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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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2
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77
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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
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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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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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3
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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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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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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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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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271
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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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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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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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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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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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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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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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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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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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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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2
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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 ...
- 10.1k
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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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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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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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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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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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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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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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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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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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155
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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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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: &...
- 101
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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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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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62
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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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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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140
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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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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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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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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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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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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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91
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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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113
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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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