Exchange Traded Funds (ETFs)
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New ETF promises income even as rates rise
Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.
Ready or not, mutual funds, active ETFs set to take off
Vince Lowry believes the active exchange-traded-fund market is going to burst wide open in the next few years, whether the traditional mutual fund industry wants to participate or not. Regarding the major sticking point of the requirement for fully transparent portfolios, the chief executive of
Did Al Gore invent ETFs too?
ETF assets have more than doubled every four years since 2000. Financial markets willing, global ETF assets could reach a best-case $3.1 trillion by yearend, up from 2013's $2.2 trillion. Those numbers have people like Deutsche Bank's Sebastian Mercado making interesting correlations.
Securities lending: Boon or bane?
ETFs that lend portfolio securities can generate additional income, but disclosure on those activities isn't forthright
Are active ETFs finally growing in popularity?
The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure
One-year anniversary fixed-income ETFs
Name/ticker3-month average daily volume3-month return1-year returnNet assets ($M)Expense ratio*SPDR Barclays Short Term High Yield Bond ETF (SJNK)1,494,6961.45%5.81%$3,913.80.40%Pimco Total Return Exchange-Traded Fund (BOND)309,8952.14%-0.23%$3,419.40.55%Guggenheim BulletShares 2018 Corporate Bond
How newly-launched fixed-income ETFs rank
Name/tickerClassification3-month average daily volumeExpense ratio*AdvisorShares YieldPro ETF (YPRO)Alternative credit focus114,6101.42%Market Vectors Short High-Yield Muni Index ET (SHYD)High-yield municipal debt16,2390.35%iShares 2019 AMT-Free Muni Term ETF (MUAH)Intermediate municipal ...
Fixed-income ETFs ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volumePimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ)14.05%-6.28%$76.50.15%3,244Vanguard Extended Duration Treasury Index Fund ETF (EDV)12.95%-6.47%$201.50.12%64,654Market Vectors Preferred Secs ex ...
One-year anniversary equity ETFs
Name/ticker3-month average daily volume3-month average daily volume1-year returnNet assets ($M)Expense ratio*Alps US Equity High Volatillity Put Write Index (HVPW)51,4320.25%6.69%$75.30.95%Global X SuperDividend US ETF (DIV)23,8365.55%11.63%$77.30.45%Yorkville High Income Infrastructure MLP ETF ...
How newly-launched equity ETFs rank
Name/tickerClassification3-month average daily volumeExpense ratio*First Trust RBA American Indus Renaissance ETF (AIRR)Financial services104,5280.7%Vident U.S. Core Equity Fund (VUSE)Multicap core41,9130.6%PowerShares International BuyBack Achievers Portfolio (IPKW)International large-cap ...
Equity ETFs ranked by quarterly returns
Name/ticker3-month return1-year returnNet assets ($M)Expense ratio3-month average daily volumeMarket Vectors Indonesia Small-Cap ETF (IDXJ)25.73%-21.30%$6.60.61%18,705Guggenheim Invest Solar ETF (TAN)25.13%178.40%$451.40.70%677,267iShares MSCI Indonesia ETF ...
Ranking ETFs by tracking difference per category
N/A 0.07% Assets as of Feb. 28; performance-related figures as of March 28. Excludes leveraged and inverse funds, and exchange-traded notes. Ranking based on unrounded figures. Three- and five-year returns are annualized. N/A = not available (fund has been in operation for less than the stated
Bond ETFs posted a good start to 2014, though March showed its lion's side
Surprising comments by Fed chief Janet Yellen on rate hikes gave bond markets a bad scare.
Equity ETFs posted seventh-straight up quarter in 1Q, but just barely
'Plowhorse economy' ambled along despite some negative news; how much upside room is left?
Using digital potholes to slow the pace of high-frequency traders
Breakfast with Benjamin: Fighting technology with technology. Plus: Know your ETF or don't invest, how not to advise clients, a pyramid to financial success, biotech on the rebound, and Russia addresses meat shortage with the Easter turkey
Explore your opportunities and be informed for your next move.
February 27, 2014