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Exchange-Traded Funds

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Annual Performance Ranking of Various iShares Exchange-Traded Funds

Monday, January 10th, 2011

I spent some time putting together the returns of some different asset class (LargeCap, MidCap, SmallCap, International, Emerging Markets, REIT, and Bond) Exchange-Traded Funds offered through iShares. I then took that information and ranked the performance for each year. I only used full-year returns. The earliest year for full-year returns was 2002. Not all of […]

“7 Twelve” Portfolio October 2010 Update

Monday, November 1st, 2010

Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version): NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on December 31, 2009 for a net investment of $950,000. The portfolio also does not include trading costs. The Vanguard REIT Index ETF is […]

ETFs and Tracking Error

Friday, February 19th, 2010

There was an interesting article in today’s WSJ about a recent report issued by Morgan Stanley on how the tracking error between exchange-traded funds and their prospective indexes increased last year: Last year, 54 ETFs showed tracking errors of more than three percentage points, up from just four funds the prior year. And a handful […]

Schwab is Introducing ETFs That Trade Commission-Free

Thursday, November 5th, 2009

Charles 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, 2008

My 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, 2008

and 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, 2007

I 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 […]

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