Questions tagged [etf]

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

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2answers
112 views

Is an issuer risk free financial product secure if the bank holding it goes under?

When purchasing ETFs or other financial products, I only choose finance products that are "issuer risk free", which means that in case the institution that sells these products goes broke I ...
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1answer
111 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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1answer
93 views

What's the relationship between SPDR S&P 500 ETF listings in different countries?

SPDR S&P 500 ETF Trust is listed on four stock exchanges: NYSE Arca — Symbol: SPY ISIN: US78462F1030 Currency: USD Listing date: 1993-01-22. (source) Singapore Exchange — Symbol: S27 ISIN: ...
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2answers
129 views

Invest in Commodity Index ETP avoiding the rolling Yields

I am looking to invest in an ETP which is based on a Index of Commodities basket. From previous question I understand that investing in indexes tracking Futures prices is most likely the only ...
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1answer
117 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 (...
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2answers
129 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?
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52 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
106 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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2answers
1k views

Short selling banned in Italy for 3 months. Am I affected with my Short ETF investments?

I'm from Italy and I've "invested" in the following short ETF: BOOST FTSE MIB 3X SHORT DAILY ISIN: IE00B873CW36 Ticker: 3ITS.MI WisdomTree Info Sheet Used to be called Boost, now they're ...
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2answers
323 views

ETFs with 2 ISINs - what's the point?

I noticed that some funds are available under different ISINs. For example the HSBC FTSE EPRA NAREIT DEVELOPED UCITS ETF: IE00B5L01S80 DE000A1JXC78 When looking them up I can't identify real ...
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38 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
878 views

NAV difference between Acc and Dist ETFs

There can be huge differences between the prices of the accumulating and distributing versions of ETFs following the same index. For instance, as of 17 Jan 2020 for iShares Core MSCI EM IMI UCITS ETF -...
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3answers
2k views

What is the difference between these 2 S&P500 tracking iShare ETFs?

Relevance of the following discussion How can a investor from the UK invest in the S&P500 without being exposed to currency risk? There are at least the following two low cost ETFs. If I had ...
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4answers
527 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 ...
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1answer
154 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 ...
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1answer
3k views

Is there any way to do Automatic investment in ETF?

My Goal is simple: Contribute X amount every month to some Y Vanguard ETF Put it on autopilot (Automatic investment) without having any transaction fees. Since Vanguard does not charge any money for ...
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2answers
909 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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2answers
283 views

Can I execute an option on an ETF which I can't trade due to the EU PRIIPs KID regulation?

As an EU resident, I can't trade in ETFs which do not have a publicly-available PRIIPs KID document, e.g. SPY, and most American ETFs; more specifically I'm not allowed to buy or short, though I would ...
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1answer
187 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
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1answer
73 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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2answers
178 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
163 views

Singapore Index Fund(s)

What are some/is a Singapore index fund(s) on the Singapore stock exchange? Does Singapore have sector funds on its exchange as well?
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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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Losing Money with Norbert's Gambit

In attempt to avoid the usual 1.5-2% exchange fees levied by brokers, I perform Norbert's gambit: I purchase DLR.TO in CAD (Canadian dollars) from TSX, journal it over to DLR.U.TO, and then sell the ...
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1answer
85 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
105 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 ...
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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
74 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
52 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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50 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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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&...
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3answers
452 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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2answers
489 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 ...
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0answers
104 views

Can I invest online in an ETF that tracks the Nasdaq in Ireland?

I'm an Irish citizen and have recently moved to Ireland to work after living most of my life in South Africa. I have pension investments in South Africa and in Ireland, as well as other investments. I'...
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1answer
85 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
356 views

Understanding how an ETF works

I am trying to fully understand how ETFs work. For the sake of simplicity, let us restrict ourselves to physical replica ETFs. Let us suppose that an ETF follows an index which tracks three stocks: ...
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1answer
73 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
28 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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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? ...
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1answer
62 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
103 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
22 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
57 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
7k 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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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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1answer
40 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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2answers
1k 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
64 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 ...
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2answers
1k views

Buying QQQ vs QQQM

Recently there is a new ETF to track the Nasdaq 100. Its symbol is QQQM. It is very similar to QQQ and it has lower expense ratio. I understand that QQQ is better known and has a smaller spread ...

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