Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
1
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1answer
56 views
Does the price per share matter for otherwise similar ETFs?
For example looking at IE00B5BMR087 and IE0031442068 (both links in German), they seem to be very similar. Both try to track the S&P 500 in the same ways, the main difference seems to be that one ...
2
votes
1answer
35 views
Do USD-denominated ETFs offer the same protection than EUR-denominated ETFs against a weakening USD->EUR exchange rate?
Do USD-denominated ETFs offer the same/similar protection than EUR-denominated ETFs against a weakening USD->EUR exchange rate? Assume that these ETFs solely contains European holdings (e.g., firms ...
1
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0answers
34 views
Top Indian ETFs (BSE/NSE)
I would like to find popular ETFs that are similar to QQQ and SPY but are based on the top 50/100/500 Indian companies and are traded in BSE/NSE.
Results from Google were mostly ETFS that trade in ...
15
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9answers
2k views
Are ETF trackers fundamentally better than individual stocks?
My situation: I am mostly interested in long-term dividend-paying investments. My philosophy is "only sell if the company becomes fundamentally worse", so I only pick stocks of companies I feel ...
3
votes
2answers
326 views
ETF asterisk clause meaning
I'm choosing an ETF, and reading this KII document, I'm not sure what this sentence means.
Can anybody expand this language with an example?
Is this typical for an ETF?
To the extent the Fund ...
0
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3answers
283 views
Are there any non-decreasing securities on the stock market?
Are there any securities traded on the stock market (i.e. ETPs) that never decrease in value?
As an aside (in case anyone mentions bonds):
I'm aware there's ETFs for AAA-rated government bonds, but ...
4
votes
4answers
349 views
Is every active fund bad?
My father (who actually is in banking) recommended me an active fond (https://www.finanzen.net/fonds/deka-globalchampions) in which I invest since some quite some time monthly as long-term investment. ...
0
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0answers
54 views
Bond ETFs slowing down after 2015. - why?
I see a lot of bond ETFs have very low gain, or even stay flat during 2015. - today.
For example Eurozone Government Bond or US Treasuries.
What is the reason for this?
3
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1answer
160 views
What kinds of ETFs weathered well the 2008-2009 financial crisis?
I started to do research on which ETFs kept or increased their value over a recession in 2008-2009.
I saw a lot of articles which says "invest in X, because X is always in demand (even in crisis)." X ...
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2answers
50 views
What is the difference between “unités de compte” and ETFs?
What is the difference between "unités de compte" (often proposed in assurance-vies) and ETFs?
I don't see the difference when I read the definition on
https://www.journaldunet.fr/patrimoine/guide-...
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0answers
65 views
What's the point of commission free ETFs for the brokers? [duplicate]
Fidelity, Ameritrade, Vanguard and now Schwab offer no transaction fees ETFs.
how do they make money by selling these ETFs ?
what's the catch ?
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1answer
21 views
Question about Emerging Market index - EEM ETF
I read that the EEM ETF replicates the Emerging Market index. Which leads me to ask, is there an official Emerging Market index? Or what exactly does it replicate?
I've found the following index: ...
1
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1answer
32 views
ETF currency confusion: EUR vs GBP
Currency confusion.
Looking at the ETF: Stoxx Europe 600 UCITS ETF 1C, it says: "Share Class Currency: EUR".
Listed on the London Stock Exchange, this fund has the price listed in GBP.
I need to ...
1
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1answer
48 views
Did Schwab's Emerging Market ETF really pay no foreign tax related to the final distribution in 2018?
According to the 1099 from my broker, the Schwab Emerging Market ETF (SCHE) did not pay any foreign taxes associated with its final dividend for 2018, declared 12/28/2018. I'm quite skeptical as ...
3
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0answers
44 views
What does negative holdings in ETF mean?
For example in this ETF, the full list of holdings as of today is:
TD International Equity Index ETF (TPE) 99.88%
Cash and Cash Equivalents 88.88%
JPY Currency 23.53%
CHF Currency 3.37%
SGD ...
1
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0answers
18 views
Are there any possible complications when calculating capital gain while trading gold ETR, compared to regular ETFs?
In particular, is MNT.TO ETR treated any different from ETFs when calculating ACB? I assume that it pays no dividends, and thus buy/sell would be the only taxable events, or am I missing anything? I ...
1
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1answer
90 views
Is the issuer of an ETF a risk to consider?
When it comes the price of an ETF, I understand that it reflects the value of the underlying assets.
What happens where a company that issues ETF comes into play on the decision of people whether to ...
2
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1answer
304 views
How is a mutual fund and ETF priced?
Is a mutual fund and ETF priced the same way? regardsless of what it contains and if it pays didivends?
Is it basically the price of all the assets? or is the demand in the market(as with a stock) ...
1
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1answer
38 views
Tax on Irish ETF as US tax resident
I am moving to the U.S on a H1B visa. I have a portfolio of accumulating ETFs domiciled in Ireland. What will be the tax implications of this in the U.S if I plan to rebalance this portfolio every ...
1
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1answer
53 views
MSCI Total Return Net USA Index?
Looking at Xtrackers MSCI USA UCITS ETF fund. Under "Index Description" it says:
"The MSCI Total Return Net USA Index which is designed to reflect the performance of the shares of certain companies ...
0
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0answers
29 views
ETF and Underlying Index Arbitrage
if an ETF has a slight tracking error with regards to the index it is tracking, shouldn't that be easy to arbitrage?
What Arbitrage strategy could be used, and why isn't the tracking error already ...
1
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2answers
66 views
Bid/Ask when trading ETFs?
Let's say it's an index tracking ETF. Isn't the ETF price determined by the index value? Why does it have bid/ask spread then? Could someone explain the bid/ask concept when trading ETFs.
1
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2answers
113 views
How to efficiently invest in ETFs with a monthly contribution?
I am confused when it comes to ETFs. Many state that their main advantage is that they are low cost. I understand that they are traded as stocks. I want to invest my money in 3 index ETFs (USA, ...
2
votes
2answers
198 views
How do ETF dividends work
How do dividends work when being paid via an ETF?
A dividend is a share of the profit, paid to the shareholders.
Whilst that is understandable when owning a stock of an individual business, how does ...
2
votes
2answers
114 views
Shouldn't the rebalancing of an ETF result in profit/loss
My understanding is that an ETF is a basket of a variety of stocks.
When that basket is rebalanced and some stocks are sold and others are bought, won't that result in a profit/loss in the same way ...
0
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2answers
76 views
How exactly does a broad-market ETF work?
So it's obvious that a broad-market ETF attempts to imitate the performance of the whole stock market, but what I still don't understand is how it works and exactly what you are investing in when you ...
1
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1answer
49 views
ETF: ITOT ticker cost calculation?
This Forbes article says: "The iShares fund from BlackRock ticker ITOT will over the course of a decade chip only $6 out of a $10,000 investment."
How is this $6 calculated?
The web page for the ...
2
votes
1answer
77 views
The value/price of an ETF
From my understanding an ETF has the advantages of a managed fund with the advantages of a stock.
Advantages of a managed fund:
a) An ETF is a collection of stocks that are packaged into a single ...
0
votes
2answers
74 views
Calculating the ETF cost?
Let's say I invest 1000 USD in an ETF.
Over the 10 year period, the shares had 5% annualized gain, meaning the value of my investment would be 1630 USD. However, I didn't take into account ETF fees.
...
0
votes
3answers
93 views
European citizen investing in MSCI USA index ETF: to hedge or not to hedge?
Located in Europe, I am thinking about a long-term (~20 yrs) investment into an ETF that follows MSCI USA Index. I am stuck: should I pick an euro hedged fund or a normal one. My salary is in Euros, ...
0
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1answer
128 views
Difference between investing in BRK.B and the stocks that Berkshire Hathaway invest in
For those that don't know, Berkshire Hathaway is the company owned by the legendary investor Warren Buffet. He invests in a bunch of stocks that he thinks can beat the market. As a normal investor, ...
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2answers
120 views
Why does a ETF returns does not properly reflect the underlying index?
I am looking at the following ETF : NDQ (in ASX exchange). It is an ETF that tracks the Nasdaq and is traded in the ASX (Australia). It is NOT currency hedged against the USD.
On the 9 Jan 2019, ...
4
votes
1answer
135 views
Entry/exit fees for ETFs, do I need to care?
I'm saving for my retirement, partly by buying ETFs. One of these ETFs is Amundi Msci Eastern Europe EX Russia. At the corresponding Bloomberg site, I found some information that confused me:
Front ...
44
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8answers
16k views
Is this projected return from Wealthify too low?
I am really new to investing and I am so confused. Books, blogs and conferences suggest that investing is the way to multiply wealth. I do not have enough start up money to play with mutual funds, ...
1
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1answer
80 views
Both an ETF and a mutual fund?
I’m a brand new investor. So far I have a small amount of money in the SWPPX fund but I am also learning that ETFs also have their own benefits and drawbacks, so I wondering is it beneficial to have ...
1
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1answer
84 views
Is my approach to evaluating real estate investment vs. ETF investment correct?
Someone asked me how well a property investment performs relative to ETFs over the course of 10+ years. My financial literacy is extremely low, and I just became aware of the concept of ETF last week....
1
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2answers
87 views
How are ETF prices calculated after the market is closed
For example:
Because the NASDAQ: DAX is tracking the index INDEXDB: DAX should its trading value be completely flat when the market the markets are open in the US, but closed in Germany? I'm not ...
11
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2answers
2k views
Why is an ETF, which is tracking foreign equities, ticking in my local time zone?
I have recently bought the N100 ETF, which tracks the Nasdaq 100. This is an Indian ETF.
So, if it is tracking the Nasdaq 100, then why and how is it ticking in my (Indian) timezone?
0
votes
1answer
43 views
Short duration corp bond ETF
I am considering a short duration corp bond ETF to get some interest on my money which is starting pile on on my zero interest account.
I am however concerned about the fact that we have had low ...
1
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1answer
46 views
Characterising risks of an corporate/goverment bond ETF's
I have been looking at different conservative investment strategies such as 50/50 "interest fund", "global stock fund" and "the permanent portfolio".
As an alternative, I was looking for corporate ...
0
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3answers
82 views
Tax loss harvesting with ETFs
With the big market drops, I'm thinking of doing some tax loss harvesting. I've never done this before, so want to make sure I do it right... I'm on Fidelity if it matters.
I have a self managed ...
1
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0answers
27 views
How does a typical bond ETF provide tax information to the investor in Canada?
Before deciding whether to use registered or unregistered (taxable in Canada) account, I'd like to understand the complexity of tax reporting as a result of holding bond ETF, for example BMO ZFL (long ...
1
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1answer
133 views
How can an EU citizen best hedge NASDAQ?
Background:
I have a NASDAQ-heavy portfolio, and wanted to use the SQQQ ETF (Short leveraged Nasdaq-100 ETF) as a way to hedge on days when I expect the whole index to go down (one sub-question here ...
8
votes
1answer
186 views
When a stock is replaced in an index, does the ETF incur a net loss?
Suppose I have invested in ETF VOO. This Vanguard ETF tracks the S&P 500.
If a stock such as Goodyear (GT) that is contained in the S&P500 gets removed and replaced with another stock such ...
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3answers
89 views
Understanding bond ETFs
I am failing to understand the bond ETFs.
I somewhat understand stock ETFs: ETFs own stocks, I buy a part of ETF, therefore, I also indirectly own stocks. When I sell my share of ETF, the ETF gets ...
0
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1answer
45 views
ETF annual expense ratio: how to calculate on a portfolio?
I'm building a portfolio on Excel that includes the following data:
price at purchase
number of shares
commission/fees
current price
How should I calculate the impact of the Annual Expense Ratio to ...
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0answers
59 views
Dividend tax for Non Resident Alien owning US domiciled international stocks ETF
What is the US dividend tax rate for a non-resident alien owning a US domiciled ETF holding non-US companies? Assume no tax treaty so the tax rate for the SPY ETF would be 30%.
An example would be a ...
2
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2answers
198 views
Am I confused about how to diversify into bonds?
I held several Vanguard equity ETFs (VFIAX, etc.) I wanted to diversify into bonds (as discussed in "A Random Walk Down Wall Street"), so I sold some of them and bought BLV.
As stocks have declined, ...
0
votes
2answers
137 views
Allocation basics not so basic [closed]
I've been trying to put together a long-term (15-20 years) ETF portfolio (stocks only, no bonds). As I read about the investment and allocation basics, I realized it's far from simple. I would like my ...
1
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1answer
38 views
Calculating the decrease in effective yield from turnover rate of ETF
I want to invest in a high dividend ETF. Two ETF's that I'm comparing are:
SCHD
Distribution Yield TTM: 2.57%
SEC Yield (30 day): 2.92%
Portfolio Turnover: 15%
Net Expense Ratio: 0.07%
1 Year tax ...
