The team at ETF Database has been hard at work developing a number of new features and tools for use on ETFdb.com. In addition to keeping track of the growing lineup of exchange-traded products, we’ve rolled out a number of new sections of the site that have been designed with financial advisors in mind. The new additions to ETFdb.com so far in 2012 include:
1. Investment Style Types Pages
The database of ETF information now includes a field covering the “investment discipline” or “factors” covered by various exchange-traded products. Over the last year, several ETFs tapping into investment styles have popped up, appealing as a way to gain low cost, low maintenance to strategies that have been around for decades. From dividend focused to low volatility to high momentum, there are more than three dozen of these ETPs now on the market. All of the new features on ETFdb allow for quick and easy analysis.
There are two ways to filter the ETF universe by investment style: 1) the ETFdb Types page includes a listing of all relevant fields, such as low volatility, dividend-focused, and high beta; and 2) the ETF Screener now includes an option to filter by investment style
2. ETP Tax Data
Now included on ETFdb.com is vital tax information for each of the 1,400+ exchange-traded products now on the market. As a result of the various structures utilized by ETPs, the tax consequences of investments can vary slightly. Capital gains on commodity ETNs, for example, are accrued at a different rate than capital gains on similar products structured as partnerships that hold futures contracts [see also Tax Loss Harvesting With ETFs: 6 Ideas To Lower Client Liabilities].
This free feature is available through the new “Taxes” tab added on all ETFdb Types and ETFdb Category pages [example: tax details of all Agricultural Commodity ETPs].
This new feature also includes a bifurcation of the ETP universe based on the relevant tax reporting document; it is now possible to separate ETPs that will produce a K-1 from those that will be reported on Form 1099. The ETF Screener now includes an option to filter by tax document, meaning searches can now be customized to exclude products that deliver a K-1.
3. New-And-Improved Excel Download
The Excel download available from the ETF Screener to ETFdb Pro members has been revamped to include additional data points in a format that facilitates further analysis of potential ETF investments. Now included on the download are eight tabs full of different types of data: assets / volume, historical performance, expenses, dividends, holdings, taxes, technical indicators, and ETFdb Ratings.
4. Updated iPhone / Android Apps
The free ETFdb iPhone app and Android app have been updated to include all ETFs launched through late January. The free ETFdb apps include access to all articles published on ETFdb.com as well as a mobile version of the ETF screener that allows investors to filter the rapidly-expanding universe of exchange-traded products with six different filters:
- ETFdb Category
- Region (equity ETFs only)
- Sector (equity ETFs only)
- Bond Type
5. New ETFdb Portfolios
A number of intriguing new all-ETF model portfolios have been added to the ETFdb Pro subscription in 2012, bringing the total number of ETFdb Portfolios above 40. Some of the recent additions include:
Disclosure: Long IVV.