AAII Weekly Digest: Mutual Fund and ETF Critical Questions to Ask

It's time to talk about ETFs again as this week I received this very timely notice from the AAII about their latest guide to mutual funds and ETFs and, in particular, the most important questions to ask when evaluating them.  Have a good read and have a good weekend.  Tomorrow, more good news from the AAII. 


AAII ETF Guide 2019

AAII’s Mutual Fund and ETF Guides
Knowing what to look for in a mutual fund or ETF is an essential step, but you won’t be able to make your final decisions without access to good data. AAII members have the benefit of two comprehensive annual guides that put fund stats at your fingertips in a usable way. Our online guides to mutual funds and exchange-traded funds give you all you need in an organized fashion.  You can search for funds by category or by ticker. You can sort category lists by performance, expenses, size, risk or turnover. You can download a spreadsheet to construct your own rankings. But many members prefer just to type in the ticker symbol for a fund they own or are interested in and dig deep into its data to get a crystal-clear picture for decision-making. Whatever the degree of involvement you want with fund and ETF data, be sure to take advantage of these valuable AAII Member Guides.    More »

← AAII GUIDES

ETF Guide 2019

ETF Online Tables and Data Pages

The expanded ETF Guide tables are fully interactive. You can sort by return, yield, tax-cost ratio and other data of your choosing. You can search for all ETFs of a specific fund family. You can also search by ETF name or ticker using the search box located in the upper right-hand corner of the data pages.

Selecting a fund company's name in the sortable tables directs you to detailed reports about the ETF. With a click or a tap, you quickly have access to performance charts, yield, category comparisons, portfolio composition, manager tenure and much more. A detailed expanded ETF spreadhseet is also available in the ETF Downloads box.

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Expanded ETF Listings

View All ETFs »

Personas

• Beginning Investor
  A starting point for building a portfolio is to follow an established allocation model. These ETFs can be used to match the aggressive, moderate and conservative allocations suggested by the AAII Asset Allocation Models.
• Long-Term Investor
  Those seeking to buy-and-hold should focus on ETFs with a history of good relative performance, an acceptable level of risk and a large amount of assets, such as the funds shown here.
• Short-Term Investor
  The sector ETFs can be used for making tactical investment decisions. They have significant size, reasonable costs and can traded easily without incurring large transaction costs.

ETFs by Category:

Click a category to access tables that show all ETFs tracked by AAII and expanded data and information for each ETF.

• U.S. Equity
• Sector Equity
• Allocation
• International Equity
• Alternative
• Commodities
• Taxable Bond
• Municipal Bond

August 2019 Commentary

Overcome the many pitfalls of fund selection using a search process that targets ETFs strong on the factor premiums that history suggests have a high chance of delivering in the future.

Whether investing or cooking, choosing ingredients can be difficult.

[ Read More ]