Comments on: Index Funds v. ETFs

By: Carnival of Personal Finance #33 - Fat Pitch Financials

Carnival of Personal Finance #33 - Fat Pitch Financials — Mon, 30 Jan 2006 05:29:46 +0000

[...] Index Funds v. ETFs by JLP at AllThingsFinancial looks at when it is better to use an index mutal fund versus an ETF. This is an important decision if you plan on investing in indexes. [...]

By: George

George — Mon, 30 Jan 2006 04:03:55 +0000

Don’t forget taxes! EFTs are more tax efficient for the most part than index funds. Index mutual funds can incur capital gains annually, while EFT index fund don’t.

By: » Carnival of Investing #6 by Blueprint for Financial Prosperity

» Carnival of Investing #6 by Blueprint for Financial Prosperity — Mon, 23 Jan 2006 16:54:06 +0000

[...] JLP of AllThingsFinancial goes through some investing scenarios to help you decide whether you should be in Index Funds or ETFs. [...]

By: Jonathan

Jonathan — Sun, 22 Jan 2006 22:14:36 +0000

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http://www.foliofn.com/penfed/special.jsp

By: Jeremy

Jeremy — Sun, 22 Jan 2006 05:56:43 +0000

Another factor to consider is dividends. The Vanguard ETF is paying 1.69% and the fund pays 1.58% (theoretically they should be the same.) If you want to reinvest the dividends, it can be done very simply in a mutual fund with no additional fees. It is, however, costly to reinvest dividends in an ETF (you have to pay the transaction fee every time.)

It’s also interesting to note that the ETF returned 6.31% for ‘05 and the fund returned 5.98%. (all data from Yahoo! quotes.)