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Questions tagged [etf]

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

4
votes
1answer
297 views

Resources for comparing mutual fund and ETF historical performance?

What are good magazines/publications/newspapers/websites to follow for someone wishing to compare historical performances of index funds, ETFs, managed funds etc? Do I start with my bank's web site ...
3
votes
1answer
3k views

How to report “short term capital gains distribution” to IRS

I am writing Sch D software and researching the proper way to report certain capital gains distributions from leveraged EFTs, for example TYH. These distributions are reported as "short term", see ...
10
votes
2answers
1k views

Understanding differences between S&P500 index-tracking ETFs

I'm trying to understand the difference between S&P 500 trackers. Example: SPY IVV VOO They all have different prices (IVV being $1 more, on average than SPY, and VOO being about 50% of ...
7
votes
2answers
418 views

What types of ETFs are taxed differently by the IRS?

How does the IRS calculate taxes for ETFs? Until recently, I thought they were taxed the same as stocks, but I recently purchased a gold ETF (IAU) and have to pay a small capital gains tax even though ...
3
votes
4answers
2k views

“Diversifying” by going Long and Short Simultaneously

I was hoping someone could take a critical eye to an idea i've had. Traditionally it's said that one should diversify across various asset classes and ultimately types to spread the risk out based on ...
3
votes
1answer
152 views

How does a leveraged ETF track commodity prices?

Does anyone know how etfs track metals markets? I had a position yesterday in silver and when the metal dropped a dollar or so within a few minutes and then recovered, the index does not seem to have ...
8
votes
2answers
821 views

Should you diversify your ETF investments between companies?

I've found a number of interesting index funds, of which a lot are run by Vanguard. However, since I'm diversifying my investments between index funds, it seems sensible that I'd want to make sure all ...
11
votes
1answer
718 views

How does a synthetic ETF work?

A comment on my recent ETF-related question mentioned swap/synthetic ETFs. Most of what I can find on the web glosses over the mechanics. Can someone walk through what is happening behind the scenes? ...
15
votes
3answers
1k views

No transaction fee ETF trades - what's the catch?

I just noticed TD Ameritrade has program where you can trade from a list of ETFs with zero fees. Sounds like it could save me a bit of money, but my cynical side wonders how they make money off such ...
9
votes
3answers
791 views

Where are Bogleheadian World ETFs or Index funds?

The term bogleheadian is a bit ambiguous term but its simplification means low-cost, diversified, tax-efficient -- solutions. The slant is ETFs or index funds. William Bernstein wrote in some of his ...
2
votes
2answers
1k views

How to calculate the investment fees your portfolio is paying?

Disclaimer: I am going to mention the investment company that I am using, but I am not related in any way with this company, is just to exemplify my question. I am currently using foliofn.com. They ...
8
votes
8answers
723 views

Should I sell when my stocks are growing?

I have a collection of stock that on average have grown 8% in the last few months. Should I sell now? This is a normal account, meaning tax is of no help. I never understand why people sell while ...
7
votes
3answers
2k views

Where to find out conversion ratio between General Motors bonds and new GM stock?

I bought some General Motors bonds (ETF-traded under "XGM" symbol) when they were at depressed prices, before GM declared bankruptcy. GM is supposed to be having an IPO sometime in November, and ...
23
votes
3answers
1k views

What differentiates index funds and ETFs?

Many companies offer index funds and ETFs. If two funds or ETFs track the same fund, what differentiates the two? Is it common for one index fund to outperform another? How can this happen if the ...
4
votes
2answers
238 views

Are bond ETF capital gains taxed similar to stock or stock funds if held for more than 1 year?

Are gains on bond ETFs held for more than one year taxed at a lower rate, similar to stocks and funds holding stocks? I'm referring to the change in price of the fund, not dividends.
7
votes
1answer
2k views

Where can you find historical PEs of US indices?

Indices tracking ETFs * DIAMONDS Trust I (ticker: DIA) tracks DJIA * SPDRs (ticker: SPY) tracks S&P 500 * NASDAQ 100 Trust (ticker: QQQQ) tracks NASDAQ 100 * iShares Russell 2000 (ticker: IWM) ...
4
votes
1answer
988 views

How to buy Greek bonds either directly or via ETF?

Is there an online brokerage, for UK citizens, that provides access to Greek bonds? Interactive Brokers doesn't. Alternatively, are there other assets (say ETFs) that have a percentage invested in ...
6
votes
7answers
1k views

Are there any Social Responsibility Index funds or ETFs? [closed]

Are there any Index Funds or ETFs that focus on Socially Responsible Investing, or will I have to choose my own basket of stocks?
8
votes
3answers
951 views

Long Term Cash-Equivalent ETFs for “cash” allocation

My retirement account goal analyzer advises that I keep 3% in cash. My retirement date is over 30 years from now, so I can tolerate heavy volatility and certainly don't need liquidity. Does it make ...
5
votes
3answers
234 views

Why are ETF MERs lower than mutual fund MERs?

Why are exchange traded fund (ETF) management expense ratios (MERs) lower than mutual fund MERs?
6
votes
3answers
724 views

Fund or ETF that simulates the investment goals of an options “straddle” strategy?

With all the market volatility of late, I was thinking that it might be a good short term strategy to employ a straddle approach. For those not familiar with Options trading: This is a strategy ...
10
votes
2answers
2k views

Which US market indexes (Dow/DJIA, S&P500, NASDAQ) include reinvested dividends?

Which major US market indexes (Dow/DJIA, S&P 500, NASDAQ) include returns from reinvested dividends, and which don't? Where can "total return" information be found for each index that doesn't ...
17
votes
3answers
1k views

Regular contribution threshold for ETF vs Index Mutual Fund?

I've seen enough info out there comparing lump-sum investments into ETFs vs mutual funds with respect to broker commissions in the case of ETFs, and the discrepancy between MERs between the two. In ...
29
votes
2answers
1k views

What are the important differences between mutual funds and Exchange Traded Funds (ETFs)?

I've been considering, but haven't committed myself yet to investing in Exchange Traded Funds (ETFs), but have to admit that I don't yet fully understand the use-case for them. What factors are ...
9
votes
3answers
785 views

What to do with small dividends in brokerage account?

I just got paid some dividends from an ETF that I own. It is only $4, which is sitting as cash in my brokerage account. I'm aware that this is a very tiny amount of money in the grand scheme of things,...
10
votes
3answers
398 views

What kinds of exchange-traded funds (ETFs) should specifically be avoided?

This is related to my other question. There, I was asking what exchange traded funds I should consider for inclusion in my retirement portfolio. That got me thinking: What kinds of exchange-traded ...
10
votes
4answers
870 views

What low-fee & liquid exchange-traded index funds / ETFs should I consider holding in a retirement portfolio?

I'm still (one year later) going through an exercise to restructure my retirement portfolio. To date, I've been using a mix of exchange-traded index funds. Some trade on the TSX, and others trade in ...
9
votes
3answers
552 views

Should I buy individual bonds for my retirement portfolio, or stick to funds/ETFs?

To avoid the fees on bond mutual funds or exchange traded funds I have been thinking of buying actual bonds inside of my retirement portfolio. Does that make sense or are there drawbacks to consider?
8
votes
2answers
1k views

Are TD e-Series Funds worthwhile, or am I better off with ETFs? Why or why not?

I'm looking at e-Series funds offered by TD. They have low MERs and seem to offer a good low cost alternative to traditional mutual funds. What do you guys think? Am I better off with ETFs? Why ...
19
votes
2answers
474 views

What's an Exchange-Traded Fund (ETF)?

I've been hearing a lot about exchange-traded funds, or ETFs. What exactly are they, and how would I use them?