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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 [...]

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Complete List Of Active ETFs

Michael Johnston — Sun, 05 Jun 2011 11:00:14 +0000

Since PowerShares debuted its first active ETFs in the spring of 2008, this corner of the exchange-traded product market has grown tremendously. Though many active ETFs have been somewhat slow to accumulate assets, the increase in the size of the lineup highlights the trend towards vehicles that combine active management with the exchange-traded structure. There are now dozens of actively-managed ETFs offering exposure to a number of asset classes, including stocks, bonds, and currencies. The following tables present all of the active ETFs currently available to U.S. investors, including expense information, inception date, and the applicable benchmark. New active ETFs are added as they are launched, providing a real time list of active ETFs [filter by active / passive and other fields with the free ETF Screener]. Equity ETFs There are a number of different active equity ETFs, including funds that offer exposure to both domestic and international equity markets. [...]

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Emerging Market ETFs: Seven Factors Every Investor Should Consider

Eric Dutram — Tue, 09 Nov 2010 14:30:53 +0000

No matter where investors look in the developed world, the picture isn’t pretty. In the U.S. unemployment remains intolerably high, and uncertainty over the latest round of QE will continue to hang over stock markets. In Europe efforts to control surging deficits have been met with protests and public outrage, complicating the process of reeling in government spending through austerity and establishing a platform for sustainable economic growth. And in Japan, the central bank has taken steps to weaken the currency in order to keep the country’s important exporters competitive on the global stage. However, the country’s debt levels now approach 200% of GDP–by far one of the highest levels in the developed world–raising all sorts of red flags around a market that has been stick in economic quicksand for the better part of two decades. While a few advanced markets have managed to avoid this malaise–namely those with significant [...]

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India ETFs: Warning Signs In GDP Report?

Michael Johnston — Tue, 31 Aug 2010 14:45:47 +0000

If investors weren’t already aware of the tremendous “growth gap” between the developed and emerging markets of the world, a report Tuesday out of New Delhi served as a nice reminder. India’s gross domestic product grew by 8.8% in the quarter ended June 30, roughly in line with analyst estimates for expansion in the world’s largest democracy. That marks the fastest GDP growth in more than two years, outpacing the 8.6% clip from India’s fiscal first quarter ended in March. Coming just days after the U.S. revised its GDP growth estimate for the same period downward to 1.6%, India’s pace of expansion is truly remarkable. Reaction to the latest GDP figures was primarily positive. “The data underscore the strong recovery in India’s economy, Asia’s third-largest and among the earliest to emerge from the global economic crisis,” writes Anant Vijay Kala. The impressive figures figure to give Indian policymakers enhanced flexibility [...]

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India ETFs: Five Ways To Play

Cathy Carlson — Thu, 26 Aug 2010 15:00:08 +0000

As emerging markets have raced ahead of their developed counterparts in the last two years, investors around the globe have begun to tilt portfolios more heavily towards securities that many have historically perceived to be excessively risky. The inflows into equity ETFs serve as one piece of evidence of this trend; through the first seven months of the year domestic equity funds took in about $3.3 billion, while international equity ETFs saw inflows of nearly $14 billion. Now, with the U.S. economy showing signs of weakness, investors have become particularly interested in emerging markets that have the potential to “decouple” from their developed counterparts, potentially shielding themselves from weakness elsewhere in the world and using internal resources to continue plowing ahead [see Beyond the BRIC: Ten Country-Specific Emerging Markets ETFs]. India is an intriguing–albeit risky–option for investors looking to establish exposure to an emerging market that can thrive even without [...]

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Currency ETFs: A Better Way To Play The BRIC?

Eric Dutram — Tue, 27 Jul 2010 12:34:32 +0000

When the global economy transitioned into “recovery mode” following the latest recession, the emerging markets of the world jumped into the lead and quickly left their developed counterparts in the dust. Although advanced economies have resumed expansion, growth rates in the U.S. and Western Europe lag far behind the impressive figures being put up by China, Brazil, and countless other emerging economies. Some investors have always embraced emerging markets as an opportunity to access high growth areas of the economy, but in recent years interest has surged to new highs. With significant hurdles to growth in advanced economies–including sky high unemployment and mounting debt– many investors are rethinking the traditional wisdom that has called for them to allocate huge chunks of portfolios to domestic securities. The “home country bias” isn’t dead, but it’s taken some body blows [see this Q&A With Richard Kang for more on this topic]. Most emerging [...]

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Top Performing Currency ETFs From The First Half Of The Year

Eric Dutram — Tue, 06 Jul 2010 14:21:06 +0000

The first half of 2010 was a very interesting period for currency ETFs, which look to remain in focus as the second half of the year gets underway and attention turns to central bank rate hikes. One of the biggest news stories from the first half of the year in the world of finance was the rapid deterioration of the euro and the crisis of confidence that this once mighty currency has suffered. Thanks to the sovereign debt issues that continue to plague Europe, many investors have turned their attention to the U.S. dollar as a relative safe-haven during this turbulent time. This has helped to send the PowerShares DB US Dollar Index Bullish (UUP), a fund that tracks the dollar’s performance against a basket of developed market currencies, up by more than 6% on the year, ensuring that the fund is the top performer so far in 2010 in [...]

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Five Surprising Facts About The ETF Industry

Michael Johnston — Wed, 14 Apr 2010 07:00:50 +0000

As ETFs have transitioned from a closet industry to a mainstream investment vehicle, a growing number of investors has become familiar with the exchange-traded structure and the nuances of of the industry. Most advisors now recognize the “super tickers”–SPY, GLD, EEM, etc.–and have a good feel for the size and scope of the industry. But there are some interesting stats about the industry that may surprise even the most experienced ETF investors. Below, we present five surprising ETF stats (for more ETF features, sign up for our free ETF newsletter): 1. Expense Ratios Under 0.02% And Above 4%? Going by the official numbers, VTI has the cheapest expense ratio in the ETF industry at 0.07%. GSC and MES come in at the most expensive (excluding acquired fund fees) at 1.25% and 1.00%, respectively. But the expense methodology employed by the line of HOLDRS products from Merrill Lynch throws a wrench [...]

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Picking The Right Money Market ETF

Michael Johnston — Thu, 28 Jan 2010 21:12:34 +0000

As interest in ETF investing has surged in recent years, issuers have rushed to expand their product lines into every corner of the investable universe. The first generation of ETF products consisted mostly of equity funds designed to track well-known benchmarks, and while the vast majority of ETF assets remains in these “plain vanilla” funds, innovation in the industry has brought countless asset classes and investment strategies within the reach of all levels of investors. After initially using ETFs alongside stocks and mutual funds, many investors have now embraced all-ETF portfolios, utilizing a range products to accomplish investment objectives. ETFdb Pro members can access our line of all-ETF model portfolios, including both long-term buy-and-hold allocations and shorter-term themed strategies (if you’re not an ETFdb Pro member yet, sign up for a free trial or read more here). As investors expand the role ETFs play in their portfolios, several money market [...]

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India ETFs Rise On GDP Surprise

Eric Dutram — Tue, 01 Dec 2009 15:41:02 +0000

India reported surprisingly strong GDP growth for the third quarter, posting 7.9% growth in the July through September period. These numbers surprised both analysts and government officials: the growth was higher than even the most bullish analyst forecast, and the Reserve Bank of India said that it will likely revise upward future forecasts. According to HSBC estimates, GDP grew at an astounding 13.9% rate from the previous quarter, with the gains largely coming from advances in the agricultural sector, high consumer demand, and government stimulus measures. These trends suggest that the Indian economy is humming along and that the government will soon begin to unwind stimulus measures and raise interest rates.Despite these positive GDP numbers, there are still numerous risks involved with investing in India. Some believe that an asset bubble is rapidly building, and that the growth in many emerging markets is fueled by easy credit and a carry-trade [...]

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ETF Database » ICN

Tax Efficiency Report Card

Related Posts:

Complete List Of Active ETFs

Related Posts:

Emerging Market ETFs: Seven Factors Every Investor Should Consider

Related Posts:

India ETFs: Warning Signs In GDP Report?

Related Posts:

India ETFs: Five Ways To Play

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Currency ETFs: A Better Way To Play The BRIC?

Related Posts:

Top Performing Currency ETFs From The First Half Of The Year

Related Posts:

Five Surprising Facts About The ETF Industry

Related Posts:

Picking The Right Money Market ETF

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India ETFs Rise On GDP Surprise

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