Questions tagged [etf]

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

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1answer
64 views

How is “beta” relevant to long-term ETF investors?

A portion of my investment portfolio is in index-tracking ETFs. On the whole, my ETF portfolio is diversified across many countries and industries. I intend to hold these ETFs for 20-40 years. I ...
6
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1answer
104 views

What does it mean when an ETF has a negative turnover rate?

In the fact sheet of Vanguard FTSE All-World UCITS ETF (accumulating), I see that the fund has a negative turnover rate: The ETF has a turnover rate of -28%. How can the turnover rate be negative? ...
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5answers
206 views

How do I choose one fund over another if “past performance does not indicate future performance”?

I want to grow my capital by investing in funds (e.g. exchange-traded funds, mutual funds). However, I always see this disclaimer: "past performance does not indicate future performance" (or ...
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0answers
54 views

VSP taxable capital gain, even when I didn't sell

I have VSP (ETF) in a non registered Canadian account. I am a Canadian resident and I am taxed there. I was surprised to see that I have to pay a capital gain tax on it because I hold shares, even ...
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1answer
78 views

How do third-party ETF websites know the holdings of ETFs at any given time?

Fund management companies' (e.g. Vanguard, BlackRock iShares, etc.) annual reports include a complete list of securities held by each ETF. This complete list is only published in annual or semi-annual ...
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1answer
68 views

Do you pay taxes on “phantom” transactions related to precious metal ETFs held inside a retirement account?

Precious metal ETFs (e.g. GLD) collect expenses from you by selling fractional shares on a month-by-month basis You have to pay taxes on these sales You have to account for fractional shares sold from ...
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1answer
106 views

Is it worth it to own precious metal ETFs inside a retirement account? [duplicate]

Is it worth it to buy precious metal (e.g. gold and silver) ETFs inside a retirement account (e.g. IRA, Roth IRA and 401(k)) to avoid the hassle of accounting for taxes on these trusts? Accurately ...
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0answers
57 views

Discrepancy in the cash holdings of iShares MSCI India UCITS ETF

In the factsheet of iShares MSCI India UCITS ETF USD (Acc) (London Stock Exchange: NDIA), the "Top Holdings" section says that the "INR Cash" component is 3.57%: However, the &...
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0answers
88 views

Why do some ETFs trade in both GBP and USD on the London Stock Exchange?

I noticed that some ETFs listed on the London Stock Exchange trade in both GBP and USD. For example: iShares MSCI World UCITS ETF (factsheet) (GBP: IWRD; USD: IDWR) Vanguard FTSE Developed Europe ...
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0answers
49 views

Taxes, ETF domiciled in Germany for non residents

I have been living in Germany and investing in an ETF EXXT.de that is domiciled in Germany. However, all the companies in that ETF are US companies. When i leave Germany, am no longer resident and ...
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1answer
59 views

What Might Cause a non-Parity Performance of, Say, a Gold ETF and the Underlying Price of the Metal at the Stock Market's Close on a Given Day

I have noticed that a Gold ETF and the underlying price of the metal do not necessarily correspond as one might expect. For example, today 6/24, the price of gold was down approximately $9.00 at the ...
2
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1answer
108 views

Fungibility of ETFs traded in GBP and USD on the London Stock Exchange

I would like to buy some shares of Vanguard FTSE All-World UCITS ETF (accumulating). According to the fact sheet, two tickers are available on the London Stock Exchange: VWRP (traded in GBP) VWRA (...
2
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1answer
99 views

Do Canadian funds lose money when investors cancel their purchase within 48 hours?

I found this in the fact sheet of BMO Junior Oil Index ETF (TSX: ZJO): What if I change my mind? Under securities law in some provinces and territories, you have the right to cancel your purchase ...
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0answers
35 views

Given one ticker, how can I receive the ISIN for it? [duplicate]

I recently discovered the investpy library and I would like to know if there is any function where I can pass the stocks code and on return, among other data, receive its ISIN. I'm trying the function ...
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2answers
901 views

New to investing, do I have to pay taxes on my ETF's interest or just when I sell it?

I recently bought one share of VUG (ETF) and it's not doing so bad so far, I made a profit of roughly 2 dollars. Do I file this in tax somewhere? Or do I only file if I sell the thing. I can't find ...
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1answer
102 views

Is it possible for UK residents to invest in Vanguard's VGT

As a UK resident, is it possible to invest on Vanguard Information Technology ETF https://investor.vanguard.com/etf/profile/VGT? If so how? Thanks
1
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1answer
70 views

Distributing ETF with Net Total Return index

Distributing ETFs pay out dividends. Accumulating ETFs retain dividends and reinvest them internally. A total return index is an index that measures the performance of a group of components by ...
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0answers
25 views

What documentation do I need to file taxes for gold share trusts

Currently, I hold some shares of IAU in my Robinhood account and my friend who held GLD in Robinhood told me that it is painful as hell filing taxes when you own gold trust shares. He also told me ...
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2answers
176 views

Started earning money, have significant savings, would like to invest [duplicate]

I am in the last year of university and got myself a well paid part-time job. My expenses are negligible for now. Since I was 18 I was always making money here and there, so I managed to gather over ...
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1answer
78 views

How to calculate how much of dividends will be earned for an ETF?

Let's say that I have 100 shares of the SPYD ETF. The current Annual Dividend/Yield is $2.27/5.47%. Is that the case that after a year I'm going to get paid 100 * 2.27 = $227.00?
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2answers
103 views

Price on dividend reinvestment

I started doing dividend re-investment and as my spouse's brokerage account was at a different brokerage, so I noticed the different price for same ETF e.g. QQQ. One of the brokerage gave reinvestment ...
5
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3answers
1k views

Do I make more money if I combine 2 VTI investments (me and my spouse) into one investment?

Myself and my wife own some VTI ETF. I own more and she owns less. We are planning to make some additional monthly investments into VTI. Question -- Which account should we put more VTI in, mine or ...
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1answer
71 views

What kind of ETFs can be used by individual investors to defer capital gains taxes by investing in it?

I read (mirror 1, mirror 2): Kerry's huge stock portfolio was largely held through a trust affiliated with his wife Teresa Heinz Kerry, heiress to the Heinz food processing fortune. He reported ...
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1answer
48 views

How to find platform to invest in Canadian ETFs from overseas?

I am intending to invest in Canadian ETFs. I reside overseas. Although I have Canadian SIN, I do not have a permanent address in Canada at the moment. I searched online for platforms which can allow ...
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0answers
40 views

Why wouldn’t I invest in NYSE:UPRO over something like NYSE:IVV? [duplicate]

I recently came across this 3x leveraged etf of the S&P 500 (NYSE:UPRO). I understand that it’s a risky investment, but I still see way more reason to buy it over any other thing that tracks the S&...
6
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2answers
484 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 ...
2
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1answer
68 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 -...
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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 ...
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1answer
72 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 ...
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0answers
48 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 ...
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0answers
25 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?
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1answer
60 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'...
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1answer
95 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, ...
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0answers
21 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&...
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1answer
54 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 ...
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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 ...
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1answer
38 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 ...
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3answers
6k 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
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2answers
836 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 ...
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1answer
50 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
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1answer
130 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
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3answers
377 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 ...
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1answer
50 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 ...
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2answers
74 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 ...
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1answer
65 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 ...
28
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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 ...
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0answers
74 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, ...
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0answers
49 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 ...
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2answers
160 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 ...
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0answers
37 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 ...

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