Posts tagged as:

AGG

Financial advisors and individual investors who have embraced ETFs are generally painted as a cost conscious crowd, passing over expensive active mutual funds in favor of cheap indexing strategies. In general ETFs are considerably cheaper than mutual funds, thanks not only to the indexing strategy but also to the more efficient exchange-traded structure.

But not all ETFs and ETNs are equally tax efficient; in many cases, the differential between products offering similar exposure can be meaningful. In fact, there are several examples of products linked to identical indexes with wildly different expense structures. And while there has been a movement towards cheaper products, a number of more expensive ETFs remain tremendously popular. So much so that movements from a handful of funds to lower cost alternatives could result in aggregate annual savings of more than $400 million in management fees–without altering the underlying index [see 25 Things Every Financial Advisor Should Know About ETFs] . [click to continue…]

{ Comments on this entry are closed }

The saying “never judge a book by its cover” is certainly applicable to a wide range of situations. That includes the business of investing; for advisors and individuals who use ETFs, the old adage can be very relevant, valuable advice. There are now more than 1,300 exchange-traded products now available to U.S. investors, and that number will only climb higher in coming months and years. For the vast majority of those funds, the product name provides a pretty good description of the underlying assets and investment objectives. The S&P 500 SPDR (SPY) invests in the stocks of the S&P 500 Index. The Gold SPDR (GLD) invests in gold bars [see also 25 Things Every Financial Advisor Should Know About ETFs].

But in some cases the name of an ETF only tells a part of the story, and a look under the hood can reveal that the actual exposure achieved can vary from what investors might be expecting [for more ETF insights, sign up for the free ETFdb newsletter]: [click to continue…]

{ Comments on this entry are closed }

The rapid expansion of the ETF industry has been one of the most important developments of the last several decades to financial professionals; as the lineup of exchange-traded products has surged past 1,300, financial advisors now have more tools in their toolkits than ever before to help construct client portfolios. With these new financial products [...]

{ Comments on this entry are closed }

Equity markets have taken investors for a wild ride over the past three months with chaotic trading dominating virtually every nook and corner of Wall Street. Amidst the volatility, investors have been seeking out refuge and fleeing to “safer” asset classes; although rational, this approach inevitability overlooks certain corners of the market that may in [...]

{ Comments on this entry are closed }

[This article is a free preview of the special ETF research report Dividend ETFs In Focus: Finding The Best Yield . ETFdb Pro members can read the entire report here; sign up for a free 7-day trial to get your copy] Dividend investing is one of the oldest and most popular strategies amongst retail and institutional equity investors on Wall [...]

{ Comments on this entry are closed }

The impressive pace of expansion in the ETF industry over the last several years has been well documented; continuous product development has resulted in the launch of more than 250 so far in 2011, and there are now more than 1,300 names in the ETF lineup. But while the depth of the ETF space has [...]

{ Comments on this entry are closed }

September was one of the worst months in years for global equity markets. Volatility swept throughout every corner of the financial markets as escalating Euro zone debt woes worried investors of an impending crisis. Investor confidence has been slowly eroding given the concerning global economic outlook, prompting many to pull out of the markets all [...]

{ Comments on this entry are closed }

A new ETFdb Portfolio offering a broad-based approach to fixed income exposure is now available to ETFdb Pro members. The Better-Than-AGG ETFdb Portfolio is designed to give investors exposure to every corner of the global bond market, tapping into segments that are often overlooked despite meaningful return enhancement and diversification benefits.

{ Comments on this entry are closed }

In recent years, ETFs have become increasing popular tools for accessing the fixed income corner of the market. The space initially grew much more slowly than equity ETFs, but investors have gradually become more comfortable with the combination of fixed income exposure and the exchange-traded structure. Innovation in the bond ETF space has been impressive [...]

{ Comments on this entry are closed }

The ETF industry continues to expand at an impressive rate, with dozens of new products debuting every month and the size of the lineup quickly approaching the 1,300 mark. While each new month generally brings a number of new product launches, it also beings some important milestones for ETFs that have debuted in the past. [...]

{ Comments on this entry are closed }

Interest in fixed income ETFs has skyrocketed in recent years, as investors have embraced the exchange-traded structure as an efficient means of establishing exposure to a core asset class. Though inflows in recent years have accelerated, the growth of this corner of the ETF market lagged behind the equity space, in part because some of [...]

{ Comments on this entry are closed }

Schwab Debuts Cheapest Ever Bond ETF (SCHZ)

by on July 15, 2011 | Updated July 16, 2011

Schwab was a latecomer to the ETF industry, launching its first products years after companies such as iShares and Vanguard had established themselves as pioneers in the space. But Chuck has been aggressive in playing catch-up, introducing commission-free ETF trading (a move many others have since replicated) and rock bottom expense ratios to attract cost [...]

{ Comments on this entry are closed }