Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
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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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Are there any accumulative ETFs domiciled in the US? If none or few, why? [duplicate]
US domiciled ETFs always distribute dividends and make you pay 30% tax on the dividends if you are a foreign investor.
I'm looking for ETFs domiciled in the US that do not distribute gains but I ...
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ETF paying unusually high dividend
I realised that an ETF, iShares Currency Hedged MSCI Japan ETF (ticker symbol HEWJ) suddenly paid ~33% dividend on 2 Dec 2022. I couldn’t find any news related to it, and its counterpart (unhedged ...
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How is the Price/Yield Duality Affected By Time?
A rise in interest rates causes a rise in bond yields which means their price goes down. And the opposite, of course.
What I'm trying to understand is how the price of an ETF will change after the ...
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Why are ETFs rated at 6 on Risk and Reward Profiles?
I am considering investing some money in shares and since I do not at all a specialist, I wanted to do this on ETFs that would be aligned with some large indexes (iShares Europe for instance).
My ...
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What are the advantages of ETF's over mutual funds? [duplicate]
I'm 65, still enjoying full time work, and have around US$900 in cash and mutual funds, following fixed asset allocation.
In March 2023 I may start drawing $3000/month in social security and investing ...
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If ETFs are often good and most companies will someday go bankrupt, why shouldn't you short a large number of random companies?
Maybe my question is trivial but I can't find an answer on the internet.
After reading a lot about personal finance I deducted that I should hold S&P500 or World ETF for the long term, at least 5 ...
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Why are there contradicting price diagrams for the same ETF?
I'm an absolute beginner to investing. I'm currently looking into the "iShares Core MSCI World UCITS" ETF tracking the MSCI World Index.
The iShares Website shows how over the past 5 years ...
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Why are ETFs less prone to a short squeeze?
I'm a novice to investing and I came across this Investopedia article which says:
However, short selling through ETFs is preferable to shorting individual stocks because of the lower risk of a short ...
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How to determine which exchange to use for a long term European investment?
I am a permanent resident in Italy and I'm starting to make a long term investment of monthly fixed purchases (10+ years) in Vanguard S&P 500 UCITS ETF USD Acc (IE00BFMXXD54).
I am using a broker ...
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How does the market correct the price of government bonds ETF's? Does it?
A year ago I started to put some of my savings in investments, and to start safely, I bought eurozone government bonds ETF's. One year later, these are down 17%.
At first I was astonished how that ...
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ETFs/funds - What term describes a market that offers improving derivative support over time
I'm interested in how markets offer derivative support for ETFs over time. Suppose in the beginning, derivative support (financial futures/calls/puts) was basic and was limited to three or four index ...
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How does a fund follow an index?
I've phrased this question in an ELI5 manner setting the stage with a list of basic Q&A's to build the foundation, and ending with an actual question.
[Q] What is S&P 500?
[A] S&P 500 is ...
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High Yield Funds - How do they remain solvent when the balance sheet seems quite poor?
How do funds like PFL and PFN pay ~12% dividend yield and remain solvent?
The balance sheets seem to show huge swings on profitability and I don’t believe these funds have assets they can deprecate ...
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Do foreigners pay taxes on dividends from Canadian listed ETFs?
A non-citizen, non-resident of Canada bought some shares of the Vanguard FTSE Developed All Cap ex U.S. Index ETF, which is listed on the Toronto Stock Exchange (ticker: VDU). When the ETF pays out ...
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Avoiding estate taxes on US ETF investments for non-US citizen
Typically I have been investing in Vanguard ETFs e.g. VXUS, VTI etc. via a US brokerage (Drivewealth). As I near the $60,000 limit for the estate tax exemption (non-US citizen, resident outside US, no ...
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Does the increasing popularity of index fund investing mean that it will become unprofitable in the future?
Index fund investing has become increasingly popular over the past 20+ years. More and more people seem to be pouring money into stock index funds in hope that future returns would be as good as they ...
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Why do VUSA and S&P 500 have different trend? [duplicate]
I am checking S&P 500 and VUSA to start investing in the stock market. However I've seen that VUSA is not showing the same trend as the S&P 500. I understand that VUSA is in GBP, which implies ...
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Discrepancy between ETFs performance and benchmark index
I am interested in MSCI World Index and was comparing several ETFs. I can understand that performance of ETF itself can be slightly different but how is possible that there is difference in benchmark ...
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What is the most common application for low-vol strategies?
It may be naive to presume one can completely decouple from market swings, but perhaps what got me thinking about this was in 2020 when a lot of low vol ETFs were getting negative coverage from ...
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How come you can buy VUSA.L outside of American trading hours?
I buy VUSA.L. One thing that confuses me is that I can buy VUSA when the London Stock Exchange opens. However, when the exchange opens in London, New York is still closed.
So if VUSA tracks the S&...
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How to choose between two bond (fixed-income) broad index ETFs in a taxable account?
I want to choose one broad index fixed-income fund ETF for the fixed-income allocation of my portfolio (because I feel one should suffice). I would like to estimate of course, statistically speaking, ...
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Funds that approximate savings accounts
I have money in IRAs that I shouldn't take out to put into a savings account. I'd like to get a relatively safe 1.5-2% return on these, similar to what I might expect from a savings account in terms ...
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Doing Norbert's Gambit with free-transaction ETFs? (QTrade)
Can we perform cheap currency conversion like Norbert's Gambit by trading something else than DLR and DLR.U to avoid/reduce the ETF purchase and sale fees?
For big trades, the gambit has potentially ...
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Volatility cost of buying Vanguard ETFs before market open on e-trade
I am buying Vanguard ETFs on e-trade. For the purposes of this question, suppose I am buying VO (a multi-sector mid-cap fund). It is a popular symbol (share class total net assets: 51B).
I typically ...
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TSE:CHB and US withheld tax
"iShares U.S. High Yield Fixed Income Index ETF (CAD-Hedged)" (TSE:CHB) is listed on the TSX and tracks an index of US high-yield bonds. It holds these bonds directly (i.e. not through a US-...
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Can we mix different asset allocation funds (funds-of-funds) to obtain a custom percentage mix of equity to fixed-income assets?
Since 2018, Canadians (and Americans) have easy-access to an array of auto-rebalanced asset allocation funds. These "funds of funds" combine equity and fixed-income in different ratios, in ...
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Should overnight trades be avoided, and can risks be mitigated by adjusting order limit (TSX)
I live in PST timezone and trade ETFs on the Toronto Stock Exchange (TSX). The market is open for me from 6:30am to 1:00pm weekdays. I'm often tempted to place orders after close, for the next opening ...
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I got the tip to invest in CSSPX. When I search the symbol at Stocks.app (Yahoo Finance) there are 3 hits. What exactly is the difference?
I got the tip to invest in CSSPX and ACWX. But unfortunately the symbols are not unique, there are several hits in Stocks.app (Yahoo Finance API). What exactly are the differences in the various hits?
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(US real estate) What factors would lead to differences in returns between public REITs and crowdfunding platforms?
I was poking through this paper (yep, one source only!).
As I understand it, it says that publicly traded US REITs in general don't seem to track US housing prices, once you control for some basic ...
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Does a "collective" safe haven ETF exist? (e.g. a mix of gold, bonds etc...) [closed]
In this period of bear market I would like to invest in some safe haven assets, like gold or diamonds for example.
I was wondering if there is an ETF that tracks the price of a group of these assets, ...
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Why oil, gas and metal ETFs simultanously drop?
As an ETF beginner I have four ETFs like
iShares Oil & Gas Exploration & Production UCITS ETF - USD ACC Morningstar Rating Morningstar Rating™ , WKN: A1JKQL, Oil & Gas Exploration & ...
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ETF portfolio for indian retiree
I am a recent retiree and do not get a pension. I have all my savings in my bank account some of which I want to invest in an all ETF portfolio over a period of time using SIP. What are some good ...
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Which currency is used when investing in ETFs for foreign indices?
If for example, I invest in an ETF for the S&P 500 or USD Treasury Bond ETF, from the UK with £1000, will this automatically be converted into USD? Then if USD grows stronger against GBP, will ...
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How to calculate distribution return for ETF?
I'm trying to calculate Growth and Distribution returns for ASX:VGS for 2021 based on historical data, but the results do not match what's published.
Here I can see that in the 2021 Calendar year it ...
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wash sale with leveraged ETF
If a person sales regular ETF ( suppose QQQ) at a loss and buys a leveraged ETF on similar Index e.g TQQQ within 30 days, will the loss on QQQ be treated as wash sale ?
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Does FoF mutual fund have higher net expense ratio than advertised? [closed]
I am looking at 2 funds. One is ETF which tracks an index. Another is Mutual Fund which invests only in the earlier ETF.
Mirae Asset FANG+ Index ETF FoF MF: https://groww.in/mutual-funds/mirae-asset-...
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When starting to invest, is it better to use a bank or online broker?
I am looking into investing in an ETF. I'm very new at this. Is it better to open a self directed RSP with a bank or an investment management service like WealthSimple or Questrade? I heard that if ...
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What does it mean to "hedge USD back to CHF"?
I earn in CHF, so I'm considering the iShares S&P 500 CHF Hedged ETF as a way of investing in the S&P 500 while also protecting myself against fluctuations in the USD/CHF exchange rate since ...
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How to compare investment options for HSA
I'm having some trouble comparing ETFs or other index funds. I have some money in a Health Savings Account which I would like to automatically invest and use when I'm old and in need of care. One ...
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Consequences of liquidity crisis to passive ETFs to a buy-and-hold investor
Various sources raise the risk faced by passive investing ETFs, such as index funds, in the event of a liquidity crisis. One such example is the Investopedia article Why Passive ETFs Face Big Risks in ...
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At the time when market opens what is the best way to know if market will go up or it will go down [closed]
I know markets are driven by multiple factors and any news, any time can cause market to go up and down. Assuming there is no major event/news during the day, at the time when market opens, what is ...
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Do I pay a K-1 if I make below $3000 in a year?
I received a K-1 from an ETF. I was buying very small amounts of funds, because investing is my hobby. I did not receive any distributions, nor did I make a considerable amount of money. Do I have to ...
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Why does halting trading of the ERUS ETF (Russia-focused ETF) protect the best interests of ERUS shareholders?
I read on https://www.marketwatch.com/amp/story/nyse-halts-trading-in-ishares-msci-russia-etf-blackrock-supports-decision-2022-03-04 (mirror):
Trading in the iShares MSCI Russia ETF ERUS has been ...
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VUSA vs VUAA - Distributing seemingly better than
VUSA (IE00B3XXRP09) and VUAA (IE00BFMXXD54) should both be equally "good". VUAA is for you if you want to automatically reinvest its dividends. I get that...
Nevertheless, if I look at their ...
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