Questions tagged [etf]

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

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2
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1answer
323 views

What's the difference between a fund and a security?

I have always used the terms synonymously but I think there is technically a different between the two. For example, given two seemingly similar assets, one is classified a security and the other a ...
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2answers
324 views

Index fund question regarding Vanguard 500 Index Fund Admiral Shares - compound interest

I created an account with TDAmeritrade and started investing in VFIAX(Vanguard 500 Index Fund Admiral Shares) three years ago. At the time, I thought that I am investing in an index fund. However I ...
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0answers
98 views

Are paper gold ETFs a scam? [duplicate]

Recently I found this website that has a lot of interesting statistics and among them I noticed something that astonished me : the paper to gold ratio. I am really surprised that there is such a huge ...
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1answer
177 views

When does the tax occur when selling ETF in Germany?

For example, I'm living in Germany and want to buy ETFs from Ing bank. If I buy an ETF for 10 Euro, then later I sell it for 15 Euro (but didn't withdraw the money out of the bank). At that time, does ...
6
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1answer
2k views

How exactly does MSCI earn money?

When I buy an ETF like the "iShares MSCI World", as I understand I buy a share from a fund that is managed by BlackRock (under the name of iShares). I can also buy an edition of the MSCI ...
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2answers
93 views

Price movements in ETFs

How much money would it take to move the S&P 500 +1% or -1%? How would this be estimated?
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0answers
108 views

Why do Vanguard Mutual funds have slightly better performance than their ETF counterparts?

I'm trying to understand why in general mutual funds tend to very slightly outperform their ETF counterparts. I've put an example here but it seems to be true for the majority of mutual fund / ETFs I'...
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3answers
274 views

If an ETF directly reinvests its money back in to itself, does the "compound interest" approach to shares still apply?

The idea of investing in ETFs was given to me as follows, I'll call this the "compound interest approach": Historically speaking, unless you can time the market very well or have a very ...
2
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2answers
920 views

Why do Grayscale's cryptocurrency trusts sell with large premiums to net asset value (NAV)?

Consider the Grayscale Bitcoin Trust (OTCQX: GBTC), which had a share price of $9.31 with $8.75 worth of Bitcoins per share on 2020-07-16: For a more extreme example, consider the Grayscale Ethereum ...
11
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4answers
1k 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,...
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1answer
132 views

Why is there a such a big difference between UGL ETF and DGP ETN?

Both are gold 2X products, but the fluctuation of each product seems quite different from each other. For example, UGL is increased by about 0.02% currently, while DGP is increased by about 2%. I ...
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1answer
103 views

Is there a particular day of the month that has been shown not to be adequate for buying ETFs?

This question refers specifically to buying ETFs. When performing dollar-cost-averaging, one typically chooses a day of the month to rebalance. The question is pretty simple: Are there any specific ...
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0answers
76 views

What are the implications of an Australian-domiciled S&P 500 ETF?

So I'm considering investing in the Australian IVV S&P 500 ETF. In 2018 it was converted from a US-domiciled fund listed on the ASX using depository receipts to an Australian-domiciled fund. I ...
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1answer
74 views

Is there a criterion for the different % allocation values in ETF or funds diversified portfolios?

This question does a good job covering the basics of asset allocation. My question concerns the asset allocation of stocks, so we leave the bonds out of the question. All the recommended portfolios ...
2
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1answer
283 views

How can I find the asset allocation of the FTSE All-World Index?

I am trying to find the asset allocation of Vanguard's FTSE All-World ETF. Even though Vanguard's documents preciselly state ETFs holdings in percentage, I have not found the asset allocation in terms ...
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2answers
124 views

401k vs. Vanguard ETF vs. Pay off home loan

All - I am wondering what is the best way to utilize my monthly savings. I have a large home loan at a 3.25% interest rate. Should I take my savings and pay off the home loan or invest it elsewhere ...
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0answers
42 views

How can I gain exposure to long term treasuries across the entire globe?

A "Long-Term Treasury" fund typically holds US government debt with a long expiration date, for example, 20 to 30 years in the future. It is frequently cited as a useful portfolio component ...
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2answers
163 views

How can I make most of the profit earned from ETF which I invest every month?

I've been regularly investing in a ETF every month for an year, for the same amount. Now that the fund is at it's peak, I'm not sure what should I do, stay invested for long term or sell it and re-...
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0answers
109 views

How a Gross Total Return ETF or Net Total Return ETF can be marked DIST

From the definition I've found about net and Gross Total Return indexes: A Net Return Index includes reinvesting dividends after withholding tax A Gross Return Index includes reinvesting dividends ...
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2answers
231 views

Why did bond prices temporarily dip in March 2020?

I was looking at the historical prices of iShares Core U.S. Aggregate Bond ETF (AGG), and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP): What explains the sudden dip in bond prices (...
2
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1answer
89 views

Interpreting ETF historic data

I'm trying to wrap my head around ETFs and am looking at various metrics to compare and trying to understand them, but I'm having some troubles to interpret them. To understand the characteristics of ...
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0answers
147 views

Buying Vanguard Total World Stock ETF in Germany via Flatex

I would like to invest in ETFs via an online broker in Germany (I use Flatex). I would like to buy an ETF tracking the MSCI World Index. The two main options I am considering are Vanguard Total World ...
0
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1answer
50 views

Difference of value of an ETF and its underlying assets

An ETF price might be slightly different than its underlying assets' one because the latter trades in the primary market and the former in the secondary one (font: ETFs bubble see minute 5:30). ...
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2answers
137 views

Why an ETF that tracks China A stocks is NOT moving as the underlying index moves

For ASHR (https://www.etf.com/ASHR#tradability) , which tracks an index of the 300 largest and most liquid Chinese shares traded on the Shanghai and Shenzhen exchanges, it doesn't move as the index ...
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0answers
17 views

International investing and currency fluctuations [duplicate]

Lets suppose a British investor has some participations (say, for a value of £10000) in a Britih (not hedged) fund or ETF whose underlying assets are in US dollars, but that is denominated in pounds ...
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2answers
276 views

Why will SPY terminate in 2118?

Today, I discovered that the SPDR S&P 500 ETF Trust (NYSE: SPY) is structured differently from most other ETFs; it appears to be structured as a Unit Investment Trust (UIT). I know that UITs have ...
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2answers
57 views

What happens to a target-maturity corporate bond ETF if one of the companies collapses?

Consider a target-maturity corporate bond ETF such as the iShares iBonds Dec 2020 Term Corporate ETF (NYSE Arca: IBDL). The yield-to-maturity of the ETF is approximately 1%. The fund holds 250+ bonds ...
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2answers
683 views

What, exactly, are the "S&P 500 index swaps" held by UPRO?

I've thought about investing in UPRO, the ProShares UltraPro S&P500 3x leveraged ETF. But, of course, I don't want to invest in it until I have a good understanding of it, including its historical ...
4
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1answer
83 views

If Residential Real Estate Isn't Falling, Why Are ETF Funds Falling? [closed]

In most cities, residential real estate prices are not down more than 20% (varies). Also, some people are being paid a thousand or more in relief, so they may not need to sell, but can stay in their ...
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1answer
71 views

What can supersede/inhibit the Sarbanes-Oxley act?

After reading an interesting opinion piece, the regulatory oversight that we have come to expect in the post-Enron world (via Sarbanes-Oxley Act) seems somewhat jeopardized. Namely, the oversight on ...
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0answers
44 views

Why do institutional investors hold ETPs like USO, XIV, TQQQ?

Assume that any arbitrage opportunity can be arbitraged away instantly, and that they're not arbitraging. Why don't institutional investors hold futures directly instead? Why bear counterparty risk? ...
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1answer
239 views

How can Canadians recover U.S. withholding taxes on U.S. stock dividends?

I'm Canadian, but I like U.S. ETFs because there's more variety than Canadian ETFs. What means "recoverable" below? 100% fully refundable to me? How do I recover U.S. withholding taxes? ...
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0answers
68 views

How can I obtain country weights for the MSCI world?

I would like to build a portfolio from MSCI (or other index suppliers') market capitalization indices using ETFs. The portfolio should follow the relative size of the gross domestic product as closely ...
5
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3answers
670 views

How do I bet one stock will outperform another stock?

How can I bet that company (a) will outperform company (b)? It seems like the simplest way would be to buy long company (a) and short company (b). However, this strategy seems crude since I will still ...
1
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2answers
218 views

What would happen if an hypothetical index funds bubble crashes

There are some finance professionals that have warned about an index fund bubble: Index funds bubble I'm assuming that, at some point, index funds will get into a bubble and this bubble will ...
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2answers
95 views

Can someone explain me the mechanism behind rolling future contracts and contango influence of my investment when buying a commodity ETF (like USO)?

Why is the return of an oil fund lower than the return on oil price? The contracts have to roll over at the end of the near expiration date. If it won't roll over then the contract oil barrels will be ...
-1
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3answers
182 views

Where do the costs of risk-free ETF arbitrage end up?

If an ETF shareholder passively holds the shares, there is still active trading in the shares in the highly liquid basket by the AP's (to track the index), right? But doesn't this incur a cost to the ...
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2answers
88 views

Is there a reliable way to find out which stocks or bonds an ETF is buying?

In general, googling for "stocks behind an ETF X" does not seem to turn up useful results about what stocks it actually represents. I may be using the wrong search terms. For example, trying to ...
0
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1answer
194 views

How much principal do I get back with a target-maturity ETF?

Can you someone please explain how much principal (or final distribution) I get back when this target-maturity ETF "matures" and makes final distributions (assuming no default)? Assume I own 1 share. ...
2
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0answers
73 views

Are there ETFs that mostly buy options? [closed]

I am aware that there are ETFs that mostly sell options. For example, ETFs that track the Cboe S&P 500 BuyWrite Index (BXM) will consistently sell covered call options, and ETFs that track the ...
1
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1answer
52 views

Advantages of target-maturity treasury bond ETFs vs. buying treasury bonds outright?

Consider a target-maturity bond ETF that holds only treasury bonds: iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ: IBTJ). It has an expense ratio of 0.07% on already-low treasury bond yields. What ...
0
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2answers
71 views

Can I convert shares in an index ETF into shares of the index constituents?

Suppose I own many shares of the SPDR Dow Jones Industrial Average ETF Trust (NYSE Arca: DIA). How can I convert those shares in DIA into shares of the 30 components of the DJIA?
4
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1answer
112 views

What do index ETFs do when an index constituent has a rights issue?

For index-tracking ETFs, what happens when one of the index constituents has a rights issue? Do the ETFs subscribe to the rights issue, do they ignore the rights, or do they sell the rights? If they ...
0
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1answer
29 views

Public filing of investment fund portfolios - US Funds

I follow several investment funds. For some European ones, I can go to the public authority and see their quarterly filings with a detailed composition of the portfolio. For the US, where could I ...
3
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2answers
3k views

How can I most productively check for overlaps between ETF holdings?

My grandparents just realized that NASDAQ and S&P500 overlap as listed in this Quora post dated May 11 2017. How can they see overlaps more productively than copying and pasting each index's page ...
0
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1answer
48 views

Find publicly traded stocks that replicate return of private asset [closed]

I have a set of historical returns for a private or thinly traded asset. The returns are within normal market ranges (i.e. not 2002 era Google). I'd like to build a portfolio of ETF's or stocks that ...
1
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1answer
87 views

Is there any reason to buy an ETF based on an index which has been historically flat?

This year I started studying a bit of finance to understand better personal investments. One of the most popular general advice for US based investors is to just buy and hold a low cost ETF fund based ...
2
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1answer
51 views

How does closing ETF look like?

Let's assume, that I have purchased shares of some ETF. A few months later, this ETF decides to close its operation. How does this situation look like from an investor's point of view? Are shares ...
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0answers
90 views

USO Calls worthless overnight following split [duplicate]

I hold 200 USO July 11$ Calls, like many out there trying to make a buck on any bounce in oil. I have since learned this trade is worthless with USO losing money hand over fist. I was confused ...
0
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1answer
847 views

I can't find a desired ETF on the popular UK brokerage firms - how can I find one that does?

If I wanted to put money in a specific ETF, namely ARK invest (ARKK), but it wasn't possible on the top UK brokerage firms - what should I do next? So I looked on hargreaves lansdown, halifax, and 8 ...

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