ETF Exchange Traded Funds (ETFs) 2020

Oh alright. For the sake of completeness it took another two seconds to save and exit Excel.

 

Yes we need to be honest about the sometimes excessive amount of work us retirees need to perform in relation to our investments. I wouldn’t like others to think it’s a walk in the park. Life wasn’t meant to be easy.

 

Maybe. The bait was taken.

 

Borrowed from an update received today

 

The S&P/ASX 200 climbed 1.53 per cent to close at 7130.2 points over the week, just shy of the record close of 7132.7 points set on January 22.

 

What does that mean?

 

The S&P/ASX 200 came second to itself.

 

Oh, thank you. I thought the post was implying I should do something.

 

Nope, just noise

5 ways to turn down the noise around investing [Education]

 

• State Street closes fee gap as ETF investors chase value
• STW to drop fee from 0.19 to 0.13 as of 2nd March.

 

Great new @monk

ETF investors are the big winners from a fee war

 

I shall look forward to that $2.2m hitting my bank account. Heck everybody else seems to go for VAS so I must be the only holder of STW left standing.

Yea me.

 

I got your back brother

Still holding STW also, reluctant to sell. Nowadays I prefer VAS though

 

Putting aside any CGT issues, I don't see there is a valid reason to sell or even place additional funds if I want to. I do the same with LICs so why not with ETFs? Personal choice as usual.

 

Australia’s ETF fee war has gone too far - ETF Stream

 

This article from Morningstar might help someone to start investing in ETF:

Investing basics: navigating the ETF universe

Your guide to the different types of ETFs trading on the Australian Securities Exchange. (Morningstar 18/04/2019 by Emma Rapaport)

Since exchange-traded-funds (ETFs) began trading in Australia 20 years ago, there has been a proliferation of different types.

Today, more than 200 exchange-traded products trade on the Australian Securities Exchange, some tracking broad market indexes, while others offer exposure to popular trends such as cybersecurity.

This plethora of competing products is making it harder for investors to make informed decisions for not all ETFs are created equal.

Following is a guide to the different types of ETFs so you can select the right funds for your portfolio.
...​

Investing basics: navigating the ETF universe - Morningstar.com.au

 

I e-mailed iShares asking whether they have plans to introduce a small-cap value fund similar to IJS. They said they had no plans for it in 2020.

That's all I have to share today.

 

An ETF aimed at providing regular income by tracking the top 20 ASX companies has been stripped of Morningstar coverage following poor performance and high fees.

Morningstar has ceased coverage of BetaShares' "yield maximiser" passive exchange-traded fund (ASX: YMAX), and will reallocate resources to other strategies with “stronger investment merit”.

Morningstar will also cease coverage on the iShares MSCI Japan ETF (ASX: IJP), iShares China Large-Cap ETF (ASX: IZZ), citing weak client demand as another reason for their omission.

BetaShares YMAX holdings span key sectors of the Australian economy and includes the big four banks, Macquarie, IAG and Suncorp; materials big-names BHP, Rio Tinto, and Amcor; consumer names Woolworths and Wesfarmers; tollroad operator Transurban and biotech CSL.

According to BetaShares, YMAX seeks to provide investors with exposure to the largest 20 blue-chip Australian shocks, while providing "attractive quarterly income that exceeds the dividend yield of the portfolio of underlying shares over the medium term". The Fund aims to provide lower overall volatility than the underlying share portfolio.

However, since its inception in late November 2012, YMAX has delivered 6.61 per cent a year, whereas the Australia 20 index has delivered 10.12 per cent, BetaShares says on the fund prospectus.

Morningstar dumps Aussie yield ETF play from coverage - Morningstar.com.au

 

YMAX with .76% management fee is very high for what is essentially a basic ETF.

Thanks for posting, gentle reminder that passive ETF's are the way to go