Posts tagged as:

IWV

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 our free ETF newsletter]: [click to continue…]

{ Comments on this entry are closed }

Ten Commandments Of ETF Investing

by on October 21, 2010 | Updated June 30, 2014

As ETFs have burst on to the scene in the early 2010s and worked their way into the investing mainstream, the number of products available and complexity of exposure offered has increased significantly. Advisors and investors have taken steps to educate themselves on the ins and outs of ETFs, but many are still scrambling to play catch-up and unaware of the complexities these products can present.

What began as a handful of securities seeking to replicate widely-known stock and bond indexes has grown into a lineup of more than 1,000 funds, offering exposure to nearly every asset class, region, and investment strategy imaginable. While this impressive growth has enhanced the arsenal of securities available to ETF investors, it has also created the potential for misuse and made finding the right ticker symbol a bit more challenging. And while ETFs offer countless potential advantages relative to strategies that revolve around mutual funds and individual stocks, there are some potential pitfalls along path to enhanced cost and tax efficiency. Below, we offer up ten pieces of advice that will help to maximize the benefits of exchange-traded products for all types of investors, including tips on minimizing expenses, avoiding potential pitfalls, and picking the right fund for your portfolio [for more ETF insights, sign up for our free ETF newsletter]: [click to continue…]

{ 0 comments }

After recently rolling out a suite of ETFs linked to popular S&P indexes, Vanguard continued its push to grab a larger share of the ETF market on Wednesday by introducing seven new products linked to Russell benchmarks. The new Vanguard ETFs include:

{ Comments on this entry are closed }

As the ETF industry has expanded at a breakneck pace in recent years, keeping track of all the products out there has become no easy task. There are now well more than 1,000 exchange-traded products included in the ETF Screener, and many of those have hit the market in the last two to three years.

{ Comments on this entry are closed }

ETFs have burst onto the investing scene in part because they allow for a tremendous simplification of the portfolio construction process. Even relatively novice investors are able to construct a well-diversified, balanced portfolio with just a handful of tickers, eliminating a slew of unnecessary expenses in the process.

{ 0 comments }

ETFs vs. Mutual Funds: Breaking Down Expense Ratios

by on April 28, 2010 | Updated July 8, 2014

Although ETFs offer many potential advantages over traditional actively-managed mutual funds, the most commonly-cited benefit is perhaps the easiest to grasp: lower expenses. In order to cover their costs–teams of analysts and pricey analytical tools used in pursuit of alpha–mutual funds typically always charge expense ratios in excess of 1% (and many times north of […]

{ 0 comments }

Claymore, the Chicagoland issuer known for its line of themed ETFs and targeted sector funds, has launched three new ETFs based on broad market indexes maintained by Wilshire. The new funds include the Wilshire 5000 Total Market ETF (WFVK), Wilshire 45oo Completion Index ETF (WXSP), and Wilshire U.S. REIT ETF (WREI).

{ Comments on this entry are closed }

Fidelity To Offer Commission-Free Trading On 25 iShares ETFs

by on February 2, 2010 | Updated April 26, 2013

Fidelity Investments announced today that it will offer its retail customers commission-free online trades for a suite of 25 iShares ETFs. The funds included in the commission-free platform include ETFs in all nine domestic equity style/size categories, as well as international equity and fixed income options. “Fidelity has partnered with the leading ETF provider in […]

{ Comments on this entry are closed }

Earlier this year, best-selling author Harry Dent , Jr. ventured into the ETF industry, launching the Dent Tactical ETF (DENT) in a move that further blurred the lines between active and passive management. DENT is actively managed by a team of analysts using primarily economic and demographic analysis to determine the overall trend of U.S. […]

{ Comments on this entry are closed }

Asia Pacific ETFs posted big gains on Thursday following the release of updated growth projections from the International Monetary Fund that included upward revisions for the region for both this year and next. The region as a whole – including Japan, Australia, and New Zealand – is expected to grow by 2.8% for 2009 and […]

{ Comments on this entry are closed }

Over the last several months, a number of actively-managed ETFs have been launched. These investment vehicles are essentially a hybrid of traditional mutual funds and ETFs, providing many of the benefits that have boosted the ETF industry (lower fees, greater transparency and flexibility, etc.), while implementing an active trading strategy in an attempt to outperform a market […]

{ Comments on this entry are closed }

ETFs have enjoyed a tremendous surge in popularity in part because they allow investors to gain exposure to a broad (or narrow) market index in a timely and cost efficient manner. When implementing their investment strategy through construction of an ETF portfolio (or when using ETFs to round out a portfolio), investors have the option […]

{ Comments on this entry are closed }