ETF Database » SZR

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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Giving Thanks: Ten Reasons ETFs Are Better Than Mutual Funds

Michael Johnston — Thu, 24 Nov 2011 12:00:51 +0000

This year more than ever before, investors of all sizes are giving thanks for the tremendous expansion in the ETF industry in recent years. ETF assets continue to climb, even in challenging economic environments. And in many cases, the growth of this industry is thanks to an exodus of cash from traditional mutual funds to vehicles that seem like new innovations, although they are actually approaching their two decade anniversary. For certain investors in certain circumstances, mutual funds make a lot of sense. But while these vehicles can still be useful in a limited number of scenarios, they are bleeding cash because ETFs are in many ways a better solution that can deliver a number of advantages [see 25 Things Every Financial Advisor Should Know About ETFs]. For those advisors and individual investors beginning to explore the opportunities in ETFs, we present a quick rundown of why so many have [...]

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ETFs To Watch As Debt Ceiling Deadline Nears

Michael Johnston — Thu, 28 Jul 2011 14:00:10 +0000

Most investors probably never expected that it would never come to this. With only days remaining until the day the government coffers supposedly go dry, a deal to avoid a default remains elusive (one would suspect the August 2 date is at least 72 hours or so in advance of a hard deadline). The back and forth negotiations in an increasingly tense debt ceiling standoff have captured the attention of Wall Street and investors around the globe, and the negotiations in Washington figure to be a primary driver of global financial markets in coming days. The impact from the debt ceiling drama will likely be felt far and wide; the manner in which this issue is ultimately resolved should have an impact not only on U.S. debt, but on both domestic and international stock markets and a number of different asset classes as well. Though a compromise with strong bipartisan [...]

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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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Best ETF Performers Of 2010: Winners For Every ETFdb Category

Michael Johnston — Wed, 05 Jan 2011 12:00:23 +0000

Last year was a good year for most asset classes, as investor portfolios continued to recover from the recent recession. The difference in performance between many comparable funds was significant, and many of the best performers of 2010 are relatively small funds that maintain considerably smaller asset bases than their more popular competitors. Below, we profiled the top performing ETFs in more than 60 ETFdb Categories covering all major asset classes. ETFs that launched in 2010 were excluded, as were those that stopped trading during the year [for more ETF insights, sign up for our free ETF newsletter]: Equity ETFs Many equity ETFs turned impressive performances in 2010; below, we profile the best of the best: All Cap Equities: The First Trust Multi CG AlphaDex (FAD) added 25.2% last year, besting the more popular VTI (up 17.4%) and IWV (up 16.8%) by a wide margin. Large Cap Blend Equities: The [...]

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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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What’s Driving The Rand ETF?

Michael Johnston — Mon, 23 Aug 2010 16:11:20 +0000

The performances of global equity markets since the depths of the most recent recession have led many investors to a major revelation. Emerging markets are the key to the global economy; the developed world is really just along for the ride. Although China gets much of the attention from international investors, developing economies around the globe are thriving, capitalizing off ongoing urbanization and favorable demographic trends to produce mind-boggling GDP growth. That ongoing expansion stands in stark contrast to the developed world, where ballooning unemployment and widening government deficits have bogged down economic growth and should stand as obstacles for the foreseeable future. Back in the emerging markets, it’s not just equities that are thriving. As investors have begun to tilt their portfolios more heavily towards this asset class, many emerging market currencies have appreciated rapidly. Exhibit 1A of this phenomenon is South Africa, which made the most of its [...]

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Time For An Africa ETF?

Jared Cummans — Mon, 12 Jul 2010 19:06:21 +0000

For investors looking to establish emerging market exposure, the economies of the BRIC nations are generally the default option. As growth has ground to a halt in the world’s developed economies, interest in emerging markets has surged and investors have begun digging deeper to uncover promising growth opportunities in the developing world. For those with the ability to tolerate a bit of risk, Africa has emerged as an interesting opportunity for exposure to frontier markets. Africa is expected to experience tremendous economic growth over the next several decades; evidence of this boom has already materialized. Africa’s GDP grew by nearly 5% every year from 2000 to 2008. The continent’s consumer, agricultural, natural resource, and infrastructure sectors are projected to turn out revenues of $2.6 trillion a year by 2020. The continent has a bounty of natural resources that are becoming increasingly attractive to foreign investors. Oil is expected to be [...]

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World Cup Of ETFs: Plays On All 32 Countries

Michael Johnston — Fri, 11 Jun 2010 07:00:57 +0000

One of the greatest spectacles in sports kicks off in South Africa over the weekend, with 32 countries gathering to compete in the final stages of the World Cup. Even the economists of the world have taken an interest in the upcoming matches; ABN Amro recently released a note predicting that the world economy would benefit more from a German victory than if any other national team were to win. In reality, any connection between success on the soccer pitch and an economic boost would be minimal. The biggest winner over the coming month could be South Africa, which has a chance to display its infrastructure and business environment to the world. To get in the spirit as the competition begins, we run through the 32 competitors, highlighting the ETF options available for each (for more ETF insights, sign up for our free ETF newsletter): Group A France: The iShares [...]

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A Look At South Africa ETF Options

Michael Johnston — Thu, 10 Jun 2010 18:43:46 +0000

When the soccer World Cup kicks off in Johannesburg this weekend, it will mark the beginning of one of the most anticipated sporting events of all time. The month-long tournament will showcase the world’s finest athletes and most passionate fans on a global stage. But also on display over the next four weeks will be the country of South Africa, home to one of the largest non-BRIC emerging economies and an increasingly popular investment destination. In most of the world, South Africa is best known as the country that ended apartheid in the mid-1990s, electing former political prisoner Nelson Mandela as president. But South Africa is also home to one of the world’s most unique economies, with some sectors showing characteristics typically associated with developed markets and others clearly reflecting emerging status. Thanks to WTO membership and trade agreements with the U.S., China, Japan, and EU, South Africa’s export sector [...]

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ETF Database » SZR

Tax Efficiency Report Card

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Giving Thanks: Ten Reasons ETFs Are Better Than Mutual Funds

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ETFs To Watch As Debt Ceiling Deadline Nears

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Complete List Of Active ETFs

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Best ETF Performers Of 2010: Winners For Every ETFdb Category

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Emerging Market ETFs: Seven Factors Every Investor Should Consider

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What’s Driving The Rand ETF?

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Time For An Africa ETF?

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World Cup Of ETFs: Plays On All 32 Countries

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A Look At South Africa ETF Options

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