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LAG

The Barclays Capital U.S. Aggregate Bond Index is among the most popular fixed income benchmarks in the world. So popular, in fact, that it has become synonymous with the term “total bond market.” With nearly 9,000 bonds under its wing, the index has been tracked by funds of all shapes and sizes around the industry. In the ETF world there are three funds that track the index with no bells or whistles added on and one that tracks a similar, float-adjusted version. That number may sound low, but when you consider that there are four ETFs designed to do nearly the exact same thing, it can be a little surprising [for more ETF news and analysis subscribe to our free ETF Daily Roundup]. [click to continue…]

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As the ETF landscape continues to evolve, investors can now gain cheap and easy access to nearly every corner of the investable universe. From hyper-targeted options to products that cast a much wider net, the over 1,400 funds in the ETF lineup continue to fill the demands and objectives of practically every investor. In recent years, innovation and interest in the fixed income ETF market has surged as many look to the space for its inherent stability and potential for meaningful current return. One of the most popular fixed income strategies is actually a simple one: establish well-rounded and diversified exposure to the entire U.S. investment grade bond market, a corner of the fixed income universe that has historically been associated with relatively low risk and a substantial source of income [see How To Pick The Right ETF Every Time]. [click to continue…]

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The ETF industry has been routinely praised for its innovation over the last several years, which is no doubt a contributing factor to the surge in interest and assets. Generally, reference to such innovation relates to the growth in the product lineup, as issuers of all sizes have launched a number of creative, first-to-market products […]

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Today brings the most anticipated ETF launch of the last several years, with PIMCO debuting an exchange-traded version of its popular Total Return Bond Fund (TRXT). The new ETF, PIMCO’s fifth actively managed product, is managed by bond guru Bill Gross–who is widely regarded as the top fixed income manager in the world. The move […]

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Bond fund giant PIMCO launched its highly anticipated Total Return ETF (TRXT) on Thursday, bringing to market an exchange-traded version of the mutual fund that has accumulated about $250 billion in assets since its debut in the 1980s. The new ETF is the most eagerly anticipated product launch of the last several years–perhaps throughout the […]

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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 […]

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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 […]

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As the calendars prepare to flip forward, it appears as if 2011 will go down as a record-breaking year for the ETF industry on the product development front. More than 300 new ETPs began trading this year, shattering the previous record set in 2010. But despite the record size of the ETF lineup, it appears […]

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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 […]

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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 […]

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When running down the benefits of constructing a portfolio with ETFs, most investors will touch on the potential for enhanced tax efficiency, intra-day liquidity, and transparency in holdings. But the biggest benefit, in the minds of those accustomed to using primarily actively-managed mutual funds, are the low expense ratios. Most passively-indexed ETFs charge fees equal […]

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Ten New Years’ Resolutions For ETF Investors

by on December 30, 2010 | Updated January 3, 2011

With 2011 just around the corner, tis the season for pledges to better everything from health to wealth to happiness in the coming year. Below, we offer up ten New Years’ Resolutions for ETF investors looking to cut expenses, round out their portfolios, and maximize returns in 2011 [for more ETF insights, sign up for […]

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