Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
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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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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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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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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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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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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 ...
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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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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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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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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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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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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 ...
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Questions about bond ETF
What happens when a bond expires? Will the mangers typically buy similar bonds or will they payout the cash (and hence the bond ETF will have a natural expiration)?
So the difference between ...
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Is it safe to buy a money market ETF that historically has large intra-day spikes when I can't set a limit order?
I'm investing on InvestEngine which lets you buy ETFs at market rate, but there's no limit order functionality.
I'd like to buy a money market fund to try to get a better interest rate than banks will ...
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Does the expected return of a stock ETF depend on the current interest level? At which interest rate are stock ETFs no longer recommended?
Is there an interest rate such that there is no point in putting money into the stock market (e.g. in a stock ETF that models the stock market) but where the interest rates of almost risk-free ...
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Student loan repayment strategy - pay little by little or a big chunk at once before interests kick in?
I am a 29-year-old student who was graduated this month and looking for an apartment to rent.
I have a job offer for $109K/year but that won’t start until September.
$145K student loan with the ...
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What are the pros and cons of buying a currency etf versus forex?
I want to take a long position in CHF.
Two common ways to do this are with an ETF like FXF, or Forex.
Why might I decide to choose one approach over the other?
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Scalable capital canceled my savings plan on an ETF, what are the consequences?
I'm using Scalable capital to invest in ETFs, without previous experience in the financial markets.
About half a year ago, I started putting a little bit of money in what is probably an obscure ETF, ...
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ETF rebalancing: do I pay fees?
Consider an ETF on a broad index such as S&P500. I know that the ETF is rebalanced usually quarterly by providers such as BlackRock or MSCI. My question is: if I am long that ETF, do I incur in ...
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CAD-denominated investments from the US [closed]
I am a Canadian resident in the US who is not a resident/tax resident of Canada. I find myself sitting on some excess CAD. I would like to invest it into a CAD-denominated asset instead of converting ...
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How does HSAV ETF convert interest income into capital gains income? (canada)
I came across this ETF Fund from Horizons called HSAV, which invests the money across Canadian bank high interest savings accounts. Rather than redistribute interests like a money market fund, the ...
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Do you recommend personal investing (flatex) or investing in stocks through a financial advice company?
I am specifically looking for mid-term investing. I am quite young and want to save some money for the next 5-10 years that will help me build a house or buy an appartment.
My first idea was, as ...
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Investing in one single global index fund or seperate S&P500 and global Ex-US funds
I am looking to begin passive investing in ETFs. In my own research so far I come across the advice that it can be a good passive strategy to invest in some index fund like a Vanguards S&P500, ...
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Invest on etf when you are young
I started to work a year ago and I'm putting all my savings in one ETF (SCHD), to have a lot of dividends when I'll turn 60 and then retire.
Is that a good solution, given the fact that I'm still ...
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Market price vs NAV for ETF
I was checking a description for the ETF and there was a comparison of how many times the market price was above or below NAV. What does this tell me about the ETF and why would I need to care about ...
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How is an ETF fee calculated in a trade that ends in less than a year?
If you sell an ETF before a year, intraday or in a swing trade, then is the fee prorated or is that just the flat rate you pay when you sell, when you buy or does the broker pay it at some point in ...
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What's the difference between "Frais de gestion annuels (max.)" (~expense ratio) and "Total des frais sur encours" (~expenses on outstanding amounts)?
I see two fees on the ETF report below:
Frais de gestion annuels (max.), which can be translated as expense ratio.
Total des frais sur encours, which can be translated as total expenses on ...
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Is there any currency conversion charge (including suboptimal rate) when purchasing an ETF whose underlying assets are in a different currency?
Example: Amundi Index Solutions - Amundi S&P 500 UCITS ETF C EUR. Traded in EUR but underlying assets are in USD. Assume I buy it from an assurance-vie account based in France. Is there any ...
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Investing in basket of stocks in the style of ETF but without re-balancing
Is there any product that offers you to at once buy baskets of stocks according to the market at that moment (or some time in the past) like ETF's do but without any re-balancing after?
I think a ...
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How can anti-beta funds possibly work?
I was reading an article on improving the return of your portfolio which mentioned an "anti-beta" fund which I was not familiar with so I tried to do a bit of research. I found the U.S. ...
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What's the difference between Expense Ratio and Ongoing Charge?
I read morningstar's definitions of Expense Ratio and Ongoing Charge:
https://www.morningstar.co.uk/uk/glossary/138894/Ongoing%20Charge.aspx
Ongoing Charge: The Ongoing Charge represents the costs ...
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Rationale behind market weighting in ETFs / indices
From what I understand, most global ETFs use weighting based on capitalization; so for instance there are more US stocks than European stocks in them because the US is a larger market than Europe. If ...
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Understanding bond ETF characteristics: Effective Duration and Yield to Maturity?
I'm trying to compare a few (BlackRock) bond ETFs using the following info:
Weighted Avg Coupon
Effective Duration
Weighted Average Yield to Maturity
Weighted Average Maturity
For example: https://...
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Empirical evidence on active vs passive investing
Many people believe that passive investment (say buying into an ETF) typically outperforms actively managed funds because the latter induce more fees.
Are there any (solid) empirical studies ...
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Dividend for "accumulating" ETFs?
I'm looking at BlackRock ETFs and for those that "Use of income" is set to "distributing" I can look into the Factsheet and find the dividend. For example: https://www.blackrock....
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Does it make sense to own QQQ and IVV together?
I made a quick table comparison of SCHD, QQQ and IVV, divided by sectors and SCHD and IVV are substantially overlapping. QQQ is much more IT focused, so my question is: does it make sense to own two ...
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actively discussed ETFs
I have noticed that sometimes some news resource will publish an article about a particular ETF, it gets attention and a lot of other news resources will publish the same article. Does it attract the ...
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Why are CHF-hedged S&P500 ETFs performing much worse?
I would like to understand why in the following chart, the CHF-hedged ETF tracking the S&P500 is performing so much worse than the one tracking the S&P 500 in USD:
blue: ETF ISH CORE S&...
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Do I own ETFs when going through a broker?
I am considering investing in ETFs, mostly to learn, and without any formal financial education. If this matters for the question, I am French living in France.
I started to read about ETFs and found ...
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Investing max tax-deferred IRA contribution Dec 2022 vs Jan 2023 for contribution year 2022
If contributing for tax year 2022 into a tax-advantaged IRA ETF, is there any benefit waiting until Jan 2023 vs Dec 2022? I am remembering something that happens at end of year with ETFs?
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Buying a index mutual fund vs an ETF for income tax purposes
It is my understanding that if an investor buys an open ended mutual fund and the fund distributes a capital gain to the investor then that gain can be offset by the investor selling a stock (or ...
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