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Questions tagged [etf]

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

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Is it better, financially, to invest in a property or in ETFs?

I need a bit of a help deciding if it's better to invest in a property or ETFs. I have currently saved up a decent sum of money and I'm looking to invest it wisely. I'm 27, if that matters. Option 1: ...
LocustHorde's user avatar
1 vote
0 answers
42 views

Why can't I buy the ETF "AXA IM NSDQ USD ACC" in my PEA?

I have opened my PEA (Plan d'épargne en actions) on Boursobank and tries to buy this ETF AXA IM Nasdaq UCITS ETF (https://www.justetf.com/uk/etf-profile.html?isin=IE000QDFFK00#overview ) but I have ...
Eiffelbear's user avatar
3 votes
1 answer
244 views

How do ETFs process dividends?

Presumably at least some of the stock shares held by an Exchange Traded mutual Fund produce dividends. Do those dividends just get pocketed by (and taxed upon) the fund managers, as their income to ...
keshlam's user avatar
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Investing tips with lower box 3 taxation (NL)

Any tips on investing in the Netherlands with the ability to lower your box 3 'wealth tax' annual payments? Maybe something special like the british ISA or so exists in NL as well, which allows tax ...
AlA's user avatar
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0 votes
1 answer
56 views

Is it a Wash Sale from a Capital Gains Perspective if I was to sell Nasdaq ETF and buy Nasdaq 100 ETF?

If I was to sell 100 units of ONEQ and use the proceeds to buy NDX, would I have any tax liability on the capital gains from a first sale or would it be considered a wash?
mathemagician's user avatar
7 votes
2 answers
4k views

ETF and Fraud by the ETF sponsor

If an investor buys an ETF, typically, he is buying a basket of stocks. Those stocks are being held by the sponsor of the ETF. What happens if the sponsor of the ETF, sells those stocks and then ...
Bob's user avatar
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0 answers
48 views

UCITS ETF Capital Gains Taxes Different Depending on Stock Exchange?

If a certain UCITS ETF is domiciled in Ireland and is traded on both the Swiss SIX and London LSE exchanges (same ISIN but traded on both exchanges), will the tax implications (or broker’s automatic ...
MTC's user avatar
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0 answers
55 views

Building buy&hold ETF portfolio by writing ETF puts? [duplicate]

Does building a buy and hold index ETF portfolio by writing puts on the desired ETF, and possibily getting assigned, yield a boost over buying the ETF the standard way ? Is it a good idea ?
Raoul's user avatar
  • 101
1 vote
2 answers
182 views

index rebalancing question

When the S&P 500 adds or removes companies, my intuition is that the companies added have a higher market cap than the companies removed. To what extent does this difference drive the growth of ...
Mike's user avatar
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4 votes
1 answer
591 views

Why does SGOV pay dividends twice in December?

The US ETF SGOV pays dividends once a month from Feb. to Nov, then twice in December. Why? I'm reading it may be for tax reason. If that's correct, what's the tax reason? From https://seekingalpha....
Franck Dernoncourt's user avatar
0 votes
1 answer
292 views

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, ...
KnowItAllWannabe's user avatar
7 votes
2 answers
2k views

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 ...
Bob's user avatar
  • 1,673
1 vote
1 answer
68 views

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 ...
SuperElectric's user avatar
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0 answers
60 views

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 ...
SuperElectric's user avatar
1 vote
1 answer
694 views

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 ...
Jacksonkr's user avatar
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2 votes
3 answers
524 views

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 ...
user avatar
2 votes
1 answer
313 views

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 ...
ronald christenkkson's user avatar
0 votes
1 answer
89 views

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?
user695652's user avatar
1 vote
1 answer
257 views

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 ...
j jose's user avatar
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1 answer
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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 ...
Martel's user avatar
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0 votes
2 answers
452 views

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 ...
Bob's user avatar
  • 1,673
1 vote
1 answer
2k views

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 ...
yaskovdev's user avatar
  • 161
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0 answers
95 views

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 ...
Fuzzy's user avatar
  • 59
3 votes
2 answers
2k views

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 &...
Fuzzy's user avatar
  • 59
0 votes
2 answers
255 views

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 ...
iuv's user avatar
  • 21
0 votes
2 answers
154 views

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 ...
S. G.'s user avatar
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5 votes
1 answer
1k views

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 ...
ronald christenkkson's user avatar
2 votes
2 answers
385 views

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 ...
Stefanie Gauss's user avatar
2 votes
0 answers
116 views

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 ...
maxschlepzig's user avatar
4 votes
1 answer
200 views

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 (...
nocariño's user avatar
  • 143
2 votes
1 answer
656 views

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 ...
john goodheart's user avatar
5 votes
1 answer
1k views

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 ...
k.dkhk's user avatar
  • 165
2 votes
0 answers
133 views

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 ...
Kit Johnson's user avatar
0 votes
4 answers
229 views

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 ...
simplemind's user avatar
0 votes
1 answer
178 views

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 ...
Ida Salehi's user avatar
1 vote
1 answer
88 views

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?
Matthew's user avatar
  • 3,150
3 votes
1 answer
665 views

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, ...
rumtscho's user avatar
  • 550
4 votes
2 answers
179 views

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 ...
user9875321__'s user avatar
1 vote
0 answers
52 views

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 ...
dshkol's user avatar
  • 111
0 votes
0 answers
807 views

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 ...
pf_init_js's user avatar
0 votes
1 answer
132 views

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 ...
user122579's user avatar
1 vote
3 answers
460 views

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, ...
Blargian's user avatar
  • 123
0 votes
2 answers
307 views

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 ...
Sozary's user avatar
  • 3
4 votes
1 answer
273 views

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 ...
Medan's user avatar
  • 553
2 votes
1 answer
142 views

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 ...
Lowbrow's user avatar
  • 151
2 votes
1 answer
65 views

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 ...
Franck Dernoncourt's user avatar
-2 votes
1 answer
60 views

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 ...
Franck Dernoncourt's user avatar
1 vote
3 answers
177 views

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 ...
Kvothe's user avatar
  • 149
1 vote
2 answers
148 views

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. ...
Andy's user avatar
  • 845
0 votes
1 answer
57 views

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 ...
Federico Poloni's user avatar

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