Questions tagged [etf]
To be used for any questions relating to Exchange Traded Funds.
948
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How do I start building a portfolio of mutual funds/ETFs? [closed]
I am looking for information on building a portfolio of mutual funds and/or ETFs that will be more on the stable side. How can I begin this journey ?
This is for someone who is over 70 and lives in ...
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3
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350
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ETF with compound interests and how it works
Suppose I put €1000 in an ETF that doesn't pay dividends. Each day the €1000 will swing based on the earning percentage of the ETF; if on a given day the ETF earning percentage is 10%, my title will ...
- 101
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1
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159
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Slice and Dice vs Total market ETFs. How should I proceed from here
Currently, I have about $330k invested in ETFs. When I started investing I knew about lazy portfolios constructed using total market index funds like 3 fund or 4 fund portfolios. For whatever reason, ...
- 395
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140
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How is "beta" relevant to long-term ETF investors?
A portion of my investment portfolio is in index-tracking ETFs. On the whole, my ETF portfolio is diversified across many countries and industries. I intend to hold these ETFs for 20-40 years. I ...
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1
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554
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What does it mean when an ETF has a negative turnover rate?
In the fact sheet of Vanguard FTSE All-World UCITS ETF (accumulating), I see that the fund has a negative turnover rate:
The ETF has a turnover rate of -28%. How can the turnover rate be negative? ...
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5
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298
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How do I choose one fund over another if "past performance does not indicate future performance"?
I want to grow my capital by investing in funds (e.g. exchange-traded funds, mutual funds). However, I always see this disclaimer: "past performance does not indicate future performance" (or ...
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101
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VSP taxable capital gain, even when I didn't sell
I have VSP (ETF) in a non registered Canadian account. I am a Canadian resident and I am taxed there. I was surprised to see that I have to pay a capital gain tax on it because I hold shares, even ...
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1
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102
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How do third-party ETF websites know the holdings of ETFs at any given time?
Fund management companies' (e.g. Vanguard, BlackRock iShares, etc.) annual reports include a complete list of securities held by each ETF. This complete list is only published in annual or semi-annual ...
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Do you pay taxes on "phantom" transactions related to precious metal ETFs held inside a retirement account?
Precious metal ETFs (e.g. GLD) collect expenses from you by selling fractional shares on a month-by-month basis
You have to pay taxes on these sales
You have to account for fractional shares sold from ...
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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 ...
- 506
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Discrepancy in the cash holdings of iShares MSCI India UCITS ETF
In the factsheet of iShares MSCI India UCITS ETF USD (Acc) (London Stock Exchange: NDIA), the "Top Holdings" section says that the "INR Cash" component is 3.57%:
However, the &...
- 17k
3
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267
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Why do some ETFs trade in both GBP and USD on the London Stock Exchange?
I noticed that some ETFs listed on the London Stock Exchange trade in both GBP and USD. For example:
iShares MSCI World UCITS ETF (factsheet) (GBP: IWRD; USD: IDWR)
Vanguard FTSE Developed Europe ...
- 17k
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1
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83
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What Might Cause a non-Parity Performance of, Say, a Gold ETF and the Underlying Price of the Metal at the Stock Market's Close on a Given Day
I have noticed that a Gold ETF and the underlying price of the metal do not necessarily correspond as one might expect.
For example, today 6/24, the price of gold was down approximately $9.00 at the ...
- 201
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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 (...
- 17k
2
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1
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254
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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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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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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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132
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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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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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111
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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 = $227.00?
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Price on dividend reinvestment
I started doing dividend re-investment and as my spouse's brokerage account was at a different brokerage, so I noticed the different price for same ETF e.g. QQQ.
One of the brokerage gave reinvestment ...
- 1,016
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Do I make more money if I combine 2 VTI investments (me and my spouse) into one investment?
Myself and my wife own some VTI ETF. I own more and she owns less.
We are planning to make some additional monthly investments into VTI.
Question -- Which account should we put more VTI in, mine or ...
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84
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What kind of ETFs can be used by individual investors to defer capital gains taxes by investing in it?
I read (mirror 1, mirror 2):
Kerry's huge stock portfolio was largely held through a trust affiliated with his wife Teresa Heinz Kerry, heiress to the Heinz food processing fortune.
He reported ...
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How to find platform to invest in Canadian ETFs from overseas?
I am intending to invest in Canadian ETFs. I reside overseas. Although I have Canadian SIN, I do not have a permanent address in Canada at the moment. I searched online for platforms which can allow ...
- 113
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Why wouldn’t I invest in NYSE:UPRO over something like NYSE:IVV? [duplicate]
I recently came across this 3x leveraged etf of the S&P 500 (NYSE:UPRO). I understand that it’s a risky investment, but I still see way more reason to buy it over any other thing that tracks the S&...
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How to rebalance a portfolio in a taxable account
I hold ETFs in a regular brokerage fund that is not tax shielded. I have about 20,000$ 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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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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What is QYLD ? (NASDAQ: QYLD)
What is QYLD ? Please explain it to me. From my understanding QYLD is similar to ETF. But how do they make money ? How can they pay so much dividend ?
I read this and still have no idea, can somebody ...
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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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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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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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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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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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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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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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80
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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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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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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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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 ...
- 299
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What happens if too many investors want to purchase a given ETF? [duplicate]
I wonder what happens if too many investors want to purchase a given ETF. On one side, the ETF share price is approximately the sum of the ETF holdings divided by the number of ETF shares, since ...
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1k
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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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How can an investor assess the tax efficiency of an ETF?
I read on this answer by mhoran_psprep
The tax impacts [resulting from the ETF manager changing the ETF composition by selling + buying stocks] are assigned to the investors.
This means that if two ...
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2
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How are ETFs, especially actively-managed ETFs, taxed when changing their portfolio?
For example, let's assume some ETF sell their 1k USD position in stock A, purchase 1k USD of stock B, and sell it two months after. How would this ETF be taxed and how does this impact the investors ...
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Why do different ETF tools show different information (specifically which stocks are in an ETF)?
I'm looking for ETFs with a specific stock (in this case: SNDL) in it. But when I look at different sites that track ETFs, some sites say an ETF will have the stock and other sites don't list it at ...
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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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One commodity, 2 ETCs, same specs, different return - why?
Background:
I hold silver ETC that charges 0.49% TER. There are cheaper ETCs that haven't been around when I entered the market. I am trying to assess if it makes sense to roll over. Interestingly, ...
- 299
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BlackRock IVV ownership
As I was looking through BlackRock recent released 13F, how does BlackRock have ownership in IVV which is an S&P 500 ETF they managed? In other words, how could a company have ownership in shares ...
- 165
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281
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Why do I see two very similar ETFs on my broker?
When I search for an ETF on my broker's interface I see multiple for the same search that seem to be same somehow but also different?
Can you explain to me the difference between the two that are ...
- 203
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54
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Does TQQQ get wiped out if it QQQ drops 34%? But what if after I purchase, it first went up 50% and then down 34%? (100 to 150 and then back to 100) [duplicate]
Since TQQQ is 3x the leverage of QQQ, so the conventional wisdom is:
When TQQQ drops 34%, then it is all "wiped out" (meaning a $100 investment will go to $0 now). And TQQQ itself is also ...
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How to compute a funds TER?
I’m getting started with investing and will be starting with ETFs. When searching for how to pick an ETF, a common term comes up: TER.
As I understand it, the formula is total fund cost divided by its ...
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