Exchange-Traded Funds« Previous Entries
This is pretty cool (click on the graphic to see a larger version): Source: WSJ There is more to be considered when selecting an ETF than just the expense ratio. Spreads and brokerage commissions can take a large chunk out of the returns (if there are any).
I read yesterday that iShares is introducing some low-cost ETFs (I couldn’t locate the piece I read yesterday so I found something close to what I originally read) to compete with Vanguard. One of the new ETFs is iShares Core MSCI EAFE ETF (IEFA), which will have an expense ratio of 0.14 percent. What’s interesting [...]
I thought it might be interesting to look at the monthly performance of three different exchange-traded funds that track the S&P 500 Index (iShares S&P 500 Index ETF (IVV), SPDR S&P 500 Index ETF (SPY), and Vanguard S&P 500 Index ETF (VOO)). The newest ETF of the bunch is Vanguard’s VOO, which has monthly return [...]
I have been tracking a retirement portfolio for several years here at AFM. It’s split 30/20/50 between domestic stocks, international stocks, and fixed income, respectively. The domestic stock portion is invested evenly in the 10 sector exchange-traded funds that make up the Dow Jones Total Market Index. The international stock portion was invested in the [...]
How about an EFT based on Harry Dent’s strategy? It’s been around since 2009 but has had poor returns and a 1.5% management fee (not included trading commissions). I think I’ll pass.
I have been meaning to post an update on the 7Twelve Portfolio but haven’t done so this year. Here are the latest numbers as of this morning’s prices (you can click on the graphic to view a PDF version): For those of you not familiar with the 7Twelve Portfolio, I would suggest you start here: [...]
I wanted to take a look at how well exchange-traded funds track their underlying indexes. So, I put together a spreadsheet to analyze the monthly returns of the ten iShares ETFs that track the ten sectors of the Dow Jones Total Market Index against their underlying index. I used only full-year data, which began in [...]
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