Questions tagged [etf]

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

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7
votes
5answers
1k views

Can you beat the market by investing in double long ETFs? [duplicate]

Certain ETFs double the daily rate of return of certain indices. Can you use such ETFs to beat the market (not on a risk-adjusted basis, just in terms of pure returns)? I have read that When ...
3
votes
1answer
1k views

Do all ETFs fall under the Investment Company Act of 1940?

Do all ETFs fall under the Investment Company Act of 1940? If not, how would a buyer know? Are there legal or financial terms to look for in the prospectus, or will be it spelled out explicitly?
6
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3answers
809 views

Do ETF managers charge management fees on top of transaction fees?

I see that ETFs do work very similar to diversification of individual stocks following either an industry or an index. I am thinking of changing my strategy to reduce my cost of investing which at ...
7
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1answer
88 views

FTSE exposure in US Exchanges

Is there a FTSE 100 index futures contract that trades on the US exchanges? Thanks I think there is an ETF but I am looking for futures, mainly for charting purposes.
3
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2answers
101 views

International (ex-US) ETFs with low exposure to financial sector?

I've noticed that many international ETFs (especially emerging market funds) have a large stake in the financial sector. Are there any ETFs that de-emphasize financials? Conversely, are there any ...
4
votes
1answer
247 views

Are there any ETFs that follow the "Dogs of the Dow" allocation?

Essentially what it says on the tin. The "Dogs of the Dow" strategy seems to be a fairly popular basic strategy to follow for stock portfolio allocation - are there any ETFs that do this for you?
8
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5answers
2k views

Roth IRA = Emergency Fund. Any Safe Investments?

I've been building my emergency fund through automatic deposits into a Roth IRA at TDAmeritrade. This has been working well, since the money is out of sight, out of mind, and I can easily withdraw it ...
3
votes
2answers
139 views

Potential problems with SIPPs and ETFs

My plan for kick-starting my pension is to set up a Self Invested Pension Plan and buy some ftse 100 Exchange Traded Funds (iShares, probably). This is only the starting point, the simplest thing ...
2
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3answers
2k views

401k with paltry match or SPY ETF?

Summary: I read about the SPY ETF here on SE ( Where should my money go next: savings, investments, retirement, or my mortgage? ) and I am curious about JoeTaxpayer's comment specifically on the idea ...
0
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1answer
84 views

Can you recommend a trading service or a place that ranks them?

I'm looking for a trading service(s) -- a service that recommends stocks and ETFs for shorter term trades, from "day trades" to several month trades -- that has a good track record, and ideally even ...
5
votes
1answer
748 views

US or UK based ETF Index funds for UK investor?

I would like to invest in ETF Index funds. Vanguard funds have cheapest MER, around 0.2% and it was my initial choice, but then I've learned about some tax complications which I still don't understand....
6
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2answers
1k views

Roth IRA - Vanguard or Fidelity? If a college student had to pick one?

These are the only two options I will consider at this point, since I was in a very indecisive state, but have managed to narrow it down to these two. It seems that mostly everybody is recommending ...
3
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3answers
298 views

Is investing in an ETF generally your best option after establishing a Roth IRA?

It seems that many people recommend investing in an ETF when you just start out with a Roth IRA at a very early age. I was wondering why this is so, and if there are some better or complimentary ...
2
votes
1answer
114 views

Good instruments to use for options on S&P500 and DJIA indexes?

What are some good (largest popular) instruments/ETFs to use when buying options on the S&P500 and DJIA? By good I mean have very good liquidity, even when buying/selling further from the money, ...
3
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4answers
2k views

Trying to understand the toxicity of a Leveraged ETF as a hedge

Using TWM as an example. Long term it looks very crazy. Like back in 2007 it was at $600 and now it is at $40. Let's say I have $10,000 in investing. My plan was to put $1,000 in something like TWM to ...
1
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2answers
899 views

Do ETF dividends make up for fees?

Do ETF dividends generally make up for the fees of the ETF? For example, lets use QQQ.
21
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7answers
5k views

Investing in a leveraged index ETF for retirement. Risky?

I'm 23, and in addition to my 401k at work, I have a few thousand saved in an IRA. Right now I have it sitting in Treasurys earning around 3%. Over the past 50 years the S&P has averaged around ...
6
votes
1answer
618 views

Wash sale rule + Mutual Funds/ETFs?

According to IRS rules, you can't sell a security, take a capital loss on your taxes, and then buy back the same or a "substantially identical" security within 30 days. However, "substantially ...
0
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1answer
485 views

Is it possible to buy commodity ETFs (e.g. silver) through Questrade?

Is there a way to buy a silver ETF through Questrade? Or do they offer only mutual funds?
5
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1answer
863 views

What happens to an ETF if one of the companies in the ETF gets aquired?

I own junior gold miners ETF - GDXJ. If one of the mining companies in the ETF gets bought by a bigger miner, what happens to the ETF? Does it go up? Do ETF investors get some kind of cash in terms ...
8
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3answers
1k views

What factors affect the yield and "trade value" on an exchange of a junk bond ETF?

In an effort to further my grasp of financial derivatives available for speculation and losing money, I realize I need further understanding of how "high-yield corporate", aka junk bond ETF's, "work" ...
1
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4answers
2k views

Is the gold and silver in the GLD and SLV ETFs leveraged?

There are various blogs and videos that indicate that the gold that GLD holds (via HSBC) and the silver that SLV holds (via JP Morgan) is leveraged 50 to 1 or 100 to 1. For me there are some ...
5
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0answers
177 views

Is there an ETF for commodities without heavy emphasis on precious metals? [closed]

Is there an ETF that holds a basket of common industrial commodities (copper, oil, corn, etc.), but places less emphasis on "hoarded" metals such as silver and gold?
3
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2answers
4k views

What ETF or other security tracks closest to 30 year mortgage rates?

Is there any ETF, fund, security that closely tracks 30 year mortgage rates in the USA?
3
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2answers
181 views

Run for the Gold!! Which one though?

There are many gold based ETFs, let's take GLD and IAN for this example. GLD trades approximately at $160 IAN approximately at $16 If you compare the performances of the two in the past weeks, ...
3
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2answers
741 views

How to consider stock splits with respect to ETFs? Any different than for regular shares?

"Splits are used to increase the availability of shares on the market." I am unsure about this statement because you can increase the availability of shares through third-party funds like with ...
4
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3answers
3k views

Are dividends paid by REIT ETFs considered "qualified" dividends?

Are dividends paid by an ETF that invests in REITs taxed at the "qualified" dividend rate (typically, 15% vs. the ordinary income tax rate)? (If I recall correctly, REITs are not subject to double ...
6
votes
4answers
6k views

What is the easiest way to back-test index funds and ETFs?

Some authors are irritating such as Stein, more here, they keep throwing people all kind of new "investing" strategies and different ideas after their last ideas stopped working. I feel such authors ...
3
votes
1answer
931 views

Which online services offer logarithmic charts for equities such as index funds and ETFs?

The way Google Finance does the logarithmic representation is more a cry to absurdism, rather than logarithmic. So which services offer the logarithmic valuations, not just a bit axis moving? And it ...
6
votes
4answers
2k views

When are equal-weighted index funds / ETFs preferable to market-cap-weighted funds?

Many stock index funds and ETFs are traditionally offered as market-capitalization weighted, because the constituent indexes are composed like that. I understand the capitalization weighting reduces ...
4
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2answers
89 views

How to hedge against specific asset classes at low cost

I only do passive investment on index ETFs etc. I'm quite happy with that, but sometimes I want to hedge against specific asset classes in the mix. For example, let's say I do want to keep buying ...
13
votes
1answer
627 views

For higher returns, put money in fewer or more ETFs? w/rebalancing in the equation

I'm evaluating my long-term investing strategy. I am somewhat aggressive and want to stick with ETFs. Scenario A 60% Vanguard S&P 500 Index ETF (VOO) 40% Vanguard FTSE All-World Ex-U.S. ETF (VEU)...
5
votes
1answer
271 views

Are there any funds tracking INDEXDJX:REIT?

I'm looking to get into real estate, and topic index seems promising on a 5-10 year scale. Are there any ETFs, or mutual fund products offering to track this index?
5
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1answer
3k views

I would like to publicly share the details of my investment portfolio. What websites add value in this regard?

I want to have the ability to share the details of my holdings and have a website track the return over time while making this information 100% public to anyone who may be interested. What websites ...
5
votes
3answers
920 views

What ETF best tracks the price of gasoline, or else crude oil?

Is there an ETF that very closely tracks the price of gasoline? In lieu of that, which ETF best tracks the price of crude oil?
7
votes
1answer
327 views

What is the least-bad way to invest a Simple IRA with heavy fees around every corner?

Given the following situation: an employer-offered "Simple IRA" run by a major brokerage with 1% gross pay matching; No near-future feasible opportunity to invest the Simple IRA contribution in a no-...
6
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2answers
3k views

Using P/E Ratio of an ETF to decide on asset mix

I am a conservative investor with an asset mix of around 50% bonds/cash and 50% stock via large index ETFs. Recently I've been thinking about settling down on a non-emotional way to decide whether ...
3
votes
1answer
2k views

Dividends and tax withholding for ETF vs Mutual Fund for U.S. Non-Resident Alien?

I'm a non-US resident alien, considering to invest in either commission-free ETFs and Mutual Funds offered by TD Ameritrade. According to The American Jobs Creation Act of 2004, certain type of ...
4
votes
1answer
318 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 ...
4
votes
1answer
4k 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 ...
9
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2answers
1k views

Understanding differences between S&P500 index-tracking ETFs [duplicate]

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
473 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
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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
169 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 ...
7
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2answers
1k 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
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1answer
766 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
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8answers
2k 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 ...
8
votes
3answers
886 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
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2answers
2k 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
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8answers
763 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 ...