Questions tagged [etf]

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

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US domiciled ETFs in the EU - some brokers actually offer them - anyone know how?

I am aware of the 1-Jan-2018 EU regulation prohibiting EU brokers from trading US domiciled ETFs to retail investors. I am also aware that some brokers can help you waive the EU "protections"...
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80 views

Is there a particular day of the month that has been shown not to be adequate for buying ETFs?

This question refers specifically to buying ETFs. When performing dollar-cost-averaging, one typically chooses a day of the month to rebalance. The question is pretty simple: Are there any specific ...
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What are the implications of an Australian-domiciled S&P 500 ETF?

So I'm considering investing in the Australian IVV S&P 500 ETF. In 2018 it was converted from a US-domiciled fund listed on the ASX using depository receipts to an Australian-domiciled fund. I ...
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45 views

Is there a criterion for the different % allocation values in ETF or funds diversified portfolios?

This question does a good job covering the basics of asset allocation. My question concerns the asset allocation of stocks, so we leave the bonds out of the question. All the recommended portfolios ...
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1answer
67 views

How can I find the asset allocation of the FTSE All-World Index?

I am trying to find the asset allocation of Vanguard's FTSE All-World ETF. Even though Vanguard's documents preciselly state ETFs holdings in percentage, I have not found the asset allocation in terms ...
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112 views

401k vs. Vanguard ETF vs. Pay off home loan

All - I am wondering what is the best way to utilize my monthly savings. I have a large home loan at a 3.25% interest rate. Should I take my savings and pay off the home loan or invest it elsewhere ...
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How can I gain exposure to long term treasuries across the entire globe?

A "Long-Term Treasury" fund typically holds US government debt with a long expiration date, for example, 20 to 30 years in the future. It is frequently cited as a useful portfolio component ...
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102 views

How can I make most of the profit earned from ETF which I invest every month?

I've been regularly investing in a ETF every month for an year, for the same amount. Now that the fund is at it's peak, I'm not sure what should I do, stay invested for long term or sell it and re-...
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Easy way to check if a product has a KID and complies with PRIIP?

The Packaged Retail and Insurance-based Investment Products (PRIIP) regulations are phenomenally confusing and opaque. How can a retail Europe-based investor check whether a financial product provides ...
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121 views

Gone Fishin' Portfolio for Europe with UCITS ETFs

The Gone Fishin’ Portfolio, made with ETFs consists of the following allocation (for the US): Vanguard Total Stock Market Index (VTI) – 15% Vanguard Small-Cap (VB) – 15% Vanguard European (VGK) – 10% ...
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1answer
105 views

Understanding how an ETF works

I am trying to fully understand how an ETF works. For the sake of simplicity, let us restrict ourselves to physical replica ETFs. Let us suppose that an ETF follows an index which tracks three stocks:...
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How a Gross Total Return ETF or Net Total Return ETF can be marked DIST

From the definition I've found about net and Gross Total Return indexes: A Net Return Index includes reinvesting dividends after withholding tax A Gross Return Index includes reinvesting dividends ...
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64 views

Why did bond prices temporarily dip in March 2020?

I was looking at the historical prices of iShares Core U.S. Aggregate Bond ETF (AGG), and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP): What explains the sudden dip in bond prices (...
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1answer
82 views

Interpreting ETF historic data

I'm trying to wrap my head around ETFs and am looking at various metrics to compare and trying to understand them, but I'm having some troubles to interpret them. To understand the characteristics of ...
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Buying Vanguard Total World Stock ETF in Germany via Flatex

I would like to invest in ETFs via an online broker in Germany (I use Flatex). I would like to buy an ETF tracking the MSCI World Index. The two main options I am considering are Vanguard Total World ...
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39 views

Difference of value of an ETF and its underlying assets

An ETF price might be slightly different than its underlying assets' one because the latter trades in the primary market and the former in the secondary one (font: ETFs bubble see minute 5:30). ...
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91 views

Why do inverse ETFs reset daily?

I looked at some of the popular inverse ETFs such as ProShares Short S&P 500 (SH), ProShares UltraShort S&P 500 (SDS), Direxion Daily S&P 500 Bear 3X Shares (SPXS), ProShares Short Dow 30 (...
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International investing and currency fluctuations [duplicate]

Lets suppose a British investor has some participations (say, for a value of £10000) in a Britih (not hedged) fund or ETF whose underlying assets are in US dollars, but that is denominated in pounds ...
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159 views

Why will SPY terminate in 2118?

Today, I discovered that the SPDR S&P 500 ETF Trust (NYSE: SPY) is structured differently from most other ETFs; it appears to be structured as a Unit Investment Trust (UIT). I know that UITs have ...
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43 views

What happens to a target-maturity corporate bond ETF if one of the companies collapses?

Consider a target-maturity corporate bond ETF such as the iShares iBonds Dec 2020 Term Corporate ETF (NYSE Arca: IBDL). The yield-to-maturity of the ETF is approximately 1%. The fund holds 250+ bonds ...
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What, exactly, are the “S&P 500 index swaps” held by UPRO?

I've thought about investing in UPRO, the ProShares UltraPro S&P500 3x leveraged ETF. But, of course, I don't want to invest in it until I have a good understanding of it, including its historical ...
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1answer
79 views

If Residential Real Estate Isn't Falling, Why Are ETF Funds Falling? [closed]

In most cities, residential real estate prices are not down more than 20% (varies). Also, some people are being paid a thousand or more in relief, so they may not need to sell, but can stay in their ...
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67 views

What can supersede/inhibit the Sarbanes-Oxley act?

After reading an interesting opinion piece, the regulatory oversight that we have come to expect in the post-Enron world (via Sarbanes-Oxley Act) seems somewhat jeopardized. Namely, the oversight on ...
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VUSA - Is there currency risk?

I'm a novice here and I'm starting to go round in circles! Sorry if it's a stupid question. I was looking at investing in VUSA which is purchased in GBP. I thought as I was purchasing in GBP and the ...
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Why do institutional investors hold ETPs like USO, XIV, TQQQ?

Assume that any arbitrage opportunity can be arbitraged away instantly, and that they're not arbitraging. Why don't institutional investors hold futures directly instead? Why bear counterparty risk? ...
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How can I obtain country weights for the MSCI world?

I would like to build a portfolio from MSCI (or other index suppliers') market capitalization indices using ETFs. The portfolio should follow the relative size of the gross domestic product as closely ...
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85 views

Is there a reliable way to find out which stocks or bonds an ETF is buying?

In general, googling for "stocks behind an ETF X" does not seem to turn up useful results about what stocks it actually represents. I may be using the wrong search terms. For example, trying to ...
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158 views

What would happen if an hypothetical index funds bubble crashes

There are some finance professionals that have warned about an index fund bubble: Index funds bubble I'm assuming that, at some point, index funds will get into a bubble and this bubble will ...
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29 views

Are there any target-maturity TIPS ETFs?

Are there any target-maturity bond ETFs that mostly hold Treasury Inflation-Protected Securities (TIPS) in their portfolios? I know that target-maturity treasury bond ETFs exist, but what about target-...
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1answer
38 views

Advantages of target-maturity treasury bond ETFs vs. buying treasury bonds outright?

Consider a target-maturity bond ETF that holds only treasury bonds: iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ: IBTJ). It has an expense ratio of 0.07% on already-low treasury bond yields. What ...
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Are there ETFs that mostly buy options? [closed]

I am aware that there are ETFs that mostly sell options. For example, ETFs that track the Cboe S&P 500 BuyWrite Index (BXM) will consistently sell covered call options, and ETFs that track the ...
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Public filing of investment fund portfolios - US Funds

I follow several investment funds. For some European ones, I can go to the public authority and see their quarterly filings with a detailed composition of the portfolio. For the US, where could I ...
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62 views

Can I convert shares in an index ETF into shares of the index constituents?

Suppose I own many shares of the SPDR Dow Jones Industrial Average ETF Trust (NYSE Arca: DIA). How can I convert those shares in DIA into shares of the 30 components of the DJIA?
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148 views

Where do the costs of risk-free ETF arbitrage end up?

If an ETF shareholder passively holds the shares, there is still active trading in the shares in the highly liquid basket by the AP's (to track the index), right? But doesn't this incur a cost to the ...
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30 views

How to understand whether a given ETF is a beta-smart ETF or not?

How to understand whether a given ETF is a beta-smart ETF or not?
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100 views

What do index ETFs do when an index constituent has a rights issue?

For index-tracking ETFs, what happens when one of the index constituents has a rights issue? Do the ETFs subscribe to the rights issue, do they ignore the rights, or do they sell the rights? If they ...
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1answer
65 views

Is there any reason to buy an ETF based on an index which has been historically flat?

This year I started studying a bit of finance to understand better personal investments. One of the most popular general advice for US based investors is to just buy and hold a low cost ETF fund based ...
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45 views

Find publicly traded stocks that replicate return of private asset [closed]

I have a set of historical returns for a private or thinly traded asset. The returns are within normal market ranges (i.e. not 2002 era Google). I'd like to build a portfolio of ETF's or stocks that ...
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1answer
139 views

How can Canadians recover U.S. withholding taxes on U.S. stock dividends?

I'm Canadian, but I like U.S. ETFs because there's more variety than Canadian ETFs. What means "recoverable" below? 100% fully refundable to me? How do I recover U.S. withholding taxes? ...
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1answer
44 views

How does closing ETF look like?

Let's assume, that I have purchased shares of some ETF. A few months later, this ETF decides to close its operation. How does this situation look like from an investor's point of view? Are shares ...
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89 views

USO Calls worthless overnight following split [duplicate]

I hold 200 USO July 11$ Calls, like many out there trying to make a buck on any bounce in oil. I have since learned this trade is worthless with USO losing money hand over fist. I was confused ...
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37 views

Meaning of an particular information in the KII of an ETF

i am going to invest a significant amount of EUR in ETFs and am in the selection phase. As i review the Key Investor Information paper of a MSCI World ETF (ISIN: LU1781541179) i noticed an information ...
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48 views

Will Bloomberg Composite Crude Oil Subindex rise when Crude oil prices rise?

Since the oil prices have plunged recently, I want to capitalize on this opportunity by investing in WisdomTree WTI Crude Oil ETC which tracks Bloomberg Composite Crude Oil Subindex. Question: 1) ...
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42 views

What are Americans living in the EU allowed to invest their money in e.g. stocks, ETFs, etc?

I am a US citizen living in Sweden and am completely confused and scared to invest my money due to all these complicated US tax rules which I don't even understand. I know that I am not allowed to ...
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1answer
62 views

I can't find a desired ETF on the popular UK brokerage firms - how can I find one that does?

If I wanted to put money in a specific ETF, namely ARK invest (ARKK), but it wasn't possible on the top UK brokerage firms - what should I do next? So I looked on hargreaves lansdown, halifax, and 8 ...
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121 views

I have the fact sheets of two ETFs, and a time machine. Which one should I invest in?

If I could go 10 years back in time with information I know now, and pick out an ETF to invest in with the goal of making the most profit, what are the key pieces of information from the funds fact ...
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1answer
27 views

Trying to understand what trading costs actually are in funds and ETFs

I'm trying to understand what the trading costs are in ETFs and funds. Is the explanation below correct? ETFs have trading costs because they trade almost like stocks, so you need to go through a ...
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15 views

Does the Trailing Return include Expense Ratio fee?

In Yahoo Finance, If I look at the 5-Year Trailing Return for an ETF - does it include the Expense Ratio fee?
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96 views

How to check an ETF's bid ask spread and volume

I have read that it's important to check the bid ask spread and the ETF volume to determine its liquidity. As a case of study, let's take the Vanguard S&P 500 ETF in the UK (VUSA). I have ...
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63 views

Invest in an US ETF or fund being a UK citizen

Is it possible to invest in a US ETF or fund being a UK citizen, without having any sort of bank or brokerage account based in the USA? I'm not talking about these ETFs / funds that hold US assets ...

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