ETF Database » EWX

Tax Efficiency Report Card

Daniela Pylypczak — Tue, 10 Jan 2012 12:00:24 +0000

The year-end periods provides the ETF industry with a couple of opportunities to flex its collective muscle; performance comparisons generally tend to favor those products with lower expense ratios–a defining feature of exchange-traded funds. But early January also puts another benefit of exchange-traded products into focus: enhanced tax efficiency relative to traditional mutual funds. The nuances of the exchange-traded structure have the potential to bring additional tax efficiencies to investors thanks to the availability of an “in kind redemption” that ultimately gives investors more control over the timing of tax obligations. Mutual funds, on the other hand, have a nasty tendency to stick remaining shareholders with tax liabilities incurred as a result of redemptions by others–a development that can obviously be undesirable [see Tax Loss Harvesting With ETFs: 6 Ideas To Lower Client Liabilities]. ETFs won’t allow investors to skip out on their taxes, but this product structure can deliver [...]

Click here to read the original article on ETFdb.com.

Ten New Year’s Resolutions For ETF Investors

Michael Johnston — Mon, 02 Jan 2012 12:00:07 +0000

For most investors, 2011 was a frustrating year; after some strong early gains seemingly pointed to a continuation of the recovery that took root in 2010, the appearance of some major obstacles sent many major indexes back towards negative territory. The impressive late December rally closed the year on a high note, but there is no doubt room for improvement in 2012 as many attempt to return their portfolios to pre-recession valuations. The continued innovation and growth in the ETF industry in 2011 has given investors more tools in the toolkit than ever before, and it has made easier to maintain portfolios of all degrees of sophistication using only exchange-traded products. For those looking to take more control over their portfolios in the new year, we highlight ten tips that can enhance your ETF experience and help you get the most out of the robust lineup of exchange-traded products [sign [...]

Click here to read the original article on ETFdb.com.

Emerging Markets ETFs: Five Factors To Consider

Michael Johnston — Tue, 22 Nov 2011 16:55:25 +0000

A quick look at the headlines on any given day is generally enough to explain why investors have been shifting greater percentages of their long-term portfolios towards emerging markets in recent years. The U.S. is grappling with elevated unemployment, and faces a regulatory gridlock that is creating undesirable tax uncertainty. Europe has been unable to address a spreading debt crisis that is now threatening the very survival of the currency and seems likely to eventually cause billions in sovereign defaults. Japan, though showing some signs of life, is still mired in a decades long slump that has only been exacerbated by natural disasters. While advanced economies are facing some stiff headwinds, emerging markets continue to expand their presence on the global economic stage and ride demographic tailwinds to a red hot rate of GDP growth. The Chinas and Indias of the world certainly have their fair share of issues; inflation [...]

Click here to read the original article on ETFdb.com.

iShares Debuts Small Cap Emerging Markets ETF (EEMS)

Michael Johnston — Thu, 18 Aug 2011 13:30:58 +0000

iShares, the market leader in the U.S. ETF industry, rolled out a complement to its ultra-popular MSCI Emerging Markets Index Fund (EEM) on Thursday. The recently launched MSCI Emerging Markets Small Cap Index Fund (EEMS) will offer exposure to small cap companies in developing economies by seeking to replicate an index comprised of stocks that represent approximately the bottom 14% of market cap. The underlying index consists of approximately 675 stocks from 21 different emerging market economies. The largest country allocations go to Taiwan (20%) and South Korea (17%), with Chinese companies listed in Hong Kong, India, South Africa, Brazil, Malaysia, and Indonesia also receiving significant weightings. Small Cap EM ETFs EEMS isn’t the first ETF to focus on small cap stocks in emerging markets. State Street launched its S&P Emerging Markets Small Cap ETF (EWX) more than three years ago, and WisdomTree also offers an Emerging Markets SmallCap Fund [...]

Click here to read the original article on ETFdb.com.

Not Just EEM & VWO: Emerging Markets ETF Options

Michael Johnston — Mon, 08 Aug 2011 14:00:12 +0000

The developments of the last several years have highlighted the growing gap between the developed and emerging markets of the world. Advanced economies in North America, Europe, and Asia face mounting debt burdens and the prospect of a prolonged stretch of low economic growth. Meanwhile, many emerging markets have raced ahead, boasting blistering GDP growth and impressive fiscal health. So it is by no means surprising that many U.S. investors have shifted their portfolios more heavily towards emerging markets, embracing this asset class as a source of greater long-term growth potential and perhaps lower risk as well. As interest in emerging markets has soared, more and more investors have embraced ETFs as a way to access this increasingly important asset class; the combination of emerging markets and the transparency and efficiencies of the exchange-traded structure has obvious appeal to anyone building a long-term portfolio. By far the two most popular [...]

Click here to read the original article on ETFdb.com.

Van Eck Debuts Small Cap Russia ETF (RSXJ)

Michael Johnston — Thu, 14 Apr 2011 10:55:50 +0000

Today marks the first day of trading for the Market Vectors Russia Small-Cap ETF (RSXJ), the first exchange-traded product offering U.S. investors exposure to small cap Russian stocks. The new fund from Van Eck will seek to replicate the performance of the Market Vectors Russia Small-Cap Index, a benchmark that includes about 35 small cap Russian stocks. The underlying components are unlikely to be familiar to many U.S. investors; the largest individual weightings are afforded to Pharmstandar, (8%), LSR Group (7.9%), and O’Key Group (6.8%). Small Cap Difference RSXJ joins three existing Russia ETFs, the most popular of which is a Market Vectors fund (RSX) with nearly $4 billion in AUM. The Market Vectors Russia ETF offers exposure primarily to large cap firms; about 95% of the underlying index is firms with a market capitalization in excess of $5 billion, with the remainder attributable to firms between $1 billion and [...]

Click here to read the original article on ETFdb.com.

Van Eck Plans Small Cap Emerging Markets, CEF ETFs

Michael Johnston — Wed, 23 Mar 2011 11:00:27 +0000

Van Eck, the New York City-based issuer known in the ETF world for funds offering exposure to hard assets and emerging markets, continues to get creative in its product development efforts. In recent SEC filings the company detailed plans for a small cap emerging markets ETF and an ETF that invests in closed-end funds, putting twists on existing products offered by State Street and PowerShares. The Market Vectors GDP – Emerging Markets Small-Cap Equity ETF would seek to replicate an index consisting of small cap emerging market stocks. The proposed Van Eck fund would be similar to the SPDR S&P Emerging Markets Small Cap ETF (EWX), though some nuances of the underlying indexes would result in different risk/return profiles. The Market Vectors fund would be linked to an index that weights individual countries based on GDP relative to other economies in the portfolio. So China would presumably receive the largest [...]

Click here to read the original article on ETFdb.com.

Does South Korea Belong In Your Emerging Markets ETF?

Eric Dutram — Wed, 09 Mar 2011 14:00:38 +0000

When considering the equity allocation of an investor portfolio, perhaps the most common bifurcation made is between developed and emerging markets. The distinction between developed and emerging markets has become a hot topic in recent years thanks to the tremendous gaps in growth and risk between the two groups. As developed markets have struggled to get on track thanks to mounting debt burdens and rising unemployment, emerging markets have raced ahead and posted eye-popping growth figures thanks to favorable demographic shifts and a swelling middle class. To many investors the distinction between these two asset classes may seem straightforward. Developed markets are advanced economies with higher quality of life, sophisticated financial markets, and generally wealthier populations—such as the U.S. and Western Europe. Emerging economies are home to financial markets with fewer investor protections and standardized processes and to populations that tend to be less educated and more rural. But determining [...]

Click here to read the original article on ETFdb.com.

State Street Debuts Two New Emerging Markets ETFs

Michael Johnston — Fri, 25 Feb 2011 15:00:22 +0000

State Street rolled out two new ETFs on Thursday, launching products offering exposure to emerging markets equities and fixed income securities. The SPDR Barclays Capital Emerging Markets Local Bond ETF (EBND) will seek to replicate a benchmark consisting of fixed-rate local currency sovereign debt of emerging market countries, while the SPDR S&P Emerging Markets Dividend ETF (EDIV) is linked to a benchmark made up of dividend-paying emerging markets stocks. “Against a backdrop of historically low Treasury yields, demand for precise exposure to innovative debt and dividend instruments is climbing,” said James Ross, senior managing director and global head of SPDR Exchange Traded Funds at State Street Global Advisors. “The launch of the SPDR S&P Emerging Markets Dividend ETF and SPDR Barclays Capital Emerging Markets Local Bond ETF helps to underscore the evolution of views on diversification – investors no longer see emerging markets as a single, uniform asset class.” EBND [...]

Click here to read the original article on ETFdb.com.

Going Beyond EEM: Rounding Out Emerging Markets Exposure With ETFs

Stoyan Bojinov — Thu, 06 Jan 2011 15:00:38 +0000

In recent years, emerging markets have been established as the clear leaders of global GDP growth, while the economies of the U.S. and western Europe have stalled. Developed markets are facing stubbornly high unemployment and limited flexibility thanks to mounting debt burdens, while emerging markets continue to race ahead. In a recent economics paper, Goldman Sachs re-examined the prospects of emerging markets, and struck an extremely bullish tone for the future. Goldman’s report makes numerous bold (but well supported) claims, including the expectation of China to surpass the US in equity market capitalization by 2030 and become the single largest equity market in the world. The report also notes that emerging markets currently account for 37% of global GDP, but that that percentage will increase to 49% by 2020 and 59% by 2030 [see ETFs For The "Next-11" Economies]. The rise in global economic importance of emerging markets has coincided [...]

Click here to read the original article on ETFdb.com.

ETF Database » EWX

Tax Efficiency Report Card

Related Posts:

Ten New Year’s Resolutions For ETF Investors

Related Posts:

Emerging Markets ETFs: Five Factors To Consider

Related Posts:

iShares Debuts Small Cap Emerging Markets ETF (EEMS)

Related Posts:

Not Just EEM & VWO: Emerging Markets ETF Options

Related Posts:

Van Eck Debuts Small Cap Russia ETF (RSXJ)

Related Posts:

Van Eck Plans Small Cap Emerging Markets, CEF ETFs

Related Posts:

Does South Korea Belong In Your Emerging Markets ETF?

Related Posts:

State Street Debuts Two New Emerging Markets ETFs

Related Posts:

Going Beyond EEM: Rounding Out Emerging Markets Exposure With ETFs

Related Posts: