Exchange-Traded Funds
« Previous Entries Next Entries »Schwab is Introducing ETFs That Trade Commission-Free
Thursday, November 5th, 2009Charles Schwab recently announced that they were getting into the exchange-traded funds game by introducing several new Schwab-branded ETFs. I have listed the new ETFs below, along with their expense ratio and the description as provided by Schwab. What makes these particular ETFs interesting is that they will trade commission-free to Schwab clients. Of course, [...]
The Mathematics of Overcoming Negative Returns
Saturday, January 5th, 2008My last post got me to thinking about the mathematics involved in overcoming negative returns. In that post, I mentioned that 15 of the ETFs listed in the Wall Street Journal are down over 10% so far in 2008 (and that’s after just 3 days of trading!). If a stock goes down 10%, it takes [...]
Three Trading Days Into the Year…
Saturday, January 5th, 2008and already 149 exchange-traded funds are down over 5%! I got this information from analyzing the exchange-traded quotes in today’s Wall Street Journal: Although the graphic doesn’t mention it, 15 ETFs are down over 10%. This isn’t a fun way to start off the year.
Index Mutual Funds vs. Exchange-Traded Funds
Wednesday, December 12th, 2007I was asked by SingleMa to write a post comparing index mutual funds and exchange-traded funds. I was about to do just that when I came across The Honest Dollar‘s post titled Index Funds vs. ETFs. Lily, the blog’s owner, did such a great job comparing the two that I don’t think it is necessary [...]
Total Market Index vs. Sector Investing – Part 2
Monday, December 3rd, 2007As promised, here’s my follow-up to last week’s post, Total Market Index vs. Sector Investing. In that post, I mentioned that a spin on investing in the Dow Jones Total Market Index (TMI) would be to buy equal allocations of the ten sectors that make up the TMI and rebalance them annually. I also mentioned [...]
Total Market Index vs. Sector Investing
Wednesday, November 28th, 2007Take a look at the graphic below, which is the sector allocation of the iShares DJ Total Market Index Fund (IYY): Notice anything significant about that allocation? I’ll give you a hint: it’s the fact that over 17% of the fund is allocated to the financial sector. Unfortunately, financial stocks have been hammered this year. [...]
Index Mutual Funds or Exchange-Traded Funds? How About Both!
Thursday, November 1st, 2007Yesterday’s Getting Going column, Spicy or Mild? When ETFs Are Better Than Index Funds (free), in the Wall Street Journal took a look at investing in index mutual funds vs. exchange-traded funds. Jonathan recommends using both: Use index mutual funds for accounts you’re regularly adding to or drawing on, while stashing longer-term money in exchange-traded [...]
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