Who is the king of ETFs?
The reigning king
- iShares (BlackRock): $2.59 trillion.
- Vanguard: $2.36 trillion.
- SPDR (State Street): $1.22 trillion.
- Invesco: $454.78 billion.
- Charles Schwab: $320.21 billion3.
| ETF | Assets Under Management | Expense Ratio |
|---|---|---|
| Invesco QQQ Trust (ticker: QQQ) | $240 billion | 0.2% |
| Vanguard Information Technology ETF (VGT) | $71.7 billion | 0.1% |
| Invesco AI and Next Gen Software ETF (IGPT) | $254 million | 0.6% |
| MicroSectors FANG+ Index 3X Leveraged ETN (FNGU) | $3.3 billion | 0.95% |
| Symbol | Name | 5-Year Return |
|---|---|---|
| PTF | Invesco Dorsey Wright Technology Momentum ETF | 21.46% |
| IGM | iShares Expanded Tech Sector ETF | 21.44% |
| QQQ | Invesco QQQ Trust Series I | 21.38% |
| SSO | ProShares Ultra S&P 500 | 21.23% |
- iShares Russell Top 200 Growth ETF (NYSE:IWY) Annualized Return Over 10 Years: 16.09% ...
- Invesco QQQ Trust (NASDAQ:QQQ) Annualized Return Over 10 Years: 17.92% ...
- Vanguard Information Technology Index Fund (NYSE:VGT) 10-Year Daily Total Returns: 19.52%
| No. | Provider Name | Total Assets |
|---|---|---|
| 1 | BlackRock | 2,647.42B |
| 2 | Vanguard | 2,446.40B |
| 3 | State Street | 1,204.50B |
| 4 | Invesco | 459.20B |
It's seldom an easy choice when it comes to Vanguard vs BlackRock. Being the world's two largest investment firms, they are reputable and trustworthy. Both offer active and passive options, although Vanguard is better known for its passive options.
| Symbol | Name | Avg Daily Share Volume (3mo) |
|---|---|---|
| SPXU | ProShares UltraPro Short S&P500 | 27,874,479 |
| TNA | Direxion Daily Small Cap Bull 3X Shares | 24,946,064 |
| SPXS | Direxion Daily S&P 500 Bear 3X Shares | 24,175,125 |
| GDX | VanEck Gold Miners ETF | 24,090,291 |
One of the biggest reasons Ramsey cautions investors about ETFs is that they are so easy to move in and out of. Unlike traditional mutual funds, which can only be bought or sold once per day, you can buy or sell an ETF on the open market just like an individual stock at any time the market is open.
- #1. iShares Broad USD Invm Grd Corp Bd ETF USIG.
- #2. iShares 5-10 Year invmt Grd Corp Bd ETF IGIB.
- #3. SPDR® Portfolio Corporate Bond ETF SPBO.
What is the most secure ETF?
- 9 Safest Index Funds and ETFs to buy in 2024. ...
- Vanguard S&P 500 ETF (VOO -1.0%) ...
- Vanguard High Dividend Yield ETF (VYM -0.09%) ...
- Vanguard Real Estate ETF (VNQ -1.21%) ...
- iShares Core S&P Total U.S. Stock Market ETF (ITOT -1.01%) ...
- Consumer Staples Select Sector SPDR Fund (XLP 0.24%)
| Symbol Symbol | ETF Name ETF Name | ESG Score Global Percentile (%) ESG Score Global Percentile (%) |
|---|---|---|
| VGT | Vanguard Information Technology ETF | 80.11% |
| XLK | Technology Select Sector SPDR Fund | 87.29% |
| IVW | iShares S&P 500 Growth ETF | 53.21% |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 53.34% |
Consider Both ETFs and Mutual Funds
Owning both types of funds may be a smart strategy as each can offer protection and opportunity. For example, if you own a passively managed ETF, also buying an actively managed mutual fund may offer you some upside potential beyond that of the index being tracked.
- 6 Best Growth ETFs to Consider in 2024. ...
- Vanguard Growth ETF. ...
- Vanguard Mega-Cap Growth ETF. ...
- iShares Russell Mid-Cap Growth ETF. ...
- Vanguard Small-Cap Growth ETF. ...
- iShares MSCI EAFE Growth ETF. ...
- ARK Innovation ETF.
Market risk
The single biggest risk in ETFs is market risk. Like a mutual fund or a closed-end fund, ETFs are only an investment vehicle—a wrapper for their underlying investment. So if you buy an S&P 500 ETF and the S&P 500 goes down 50%, nothing about how cheap, tax efficient, or transparent an ETF is will help you.
| Ticker | Name | 5-year return (%) |
|---|---|---|
| AMAGX | Amana Growth Investor | 17.62% |
| APGYX | AB Large Cap Growth Advisor | 17.00% |
| PBFDX | Payson Total Return | 16.58% |
| CFGRX | Commerce Growth | 16.48% |
Warren Buffett's Berkshire Owns 2 ETFs: SPY and VOO
Regardless of what Berkshire buys or sells, one of the cheapest ways for an investor to diversify is with an exchange-traded fund.
| Ticker/Name | Segment | % Allocation |
|---|---|---|
| TSLTT-Rex 2X Long Tesla Daily Target ETF | Leveraged Equity: U.S. Automobile Manufacturers | 64.68% |
| PPThe Meet Kevin Pricing Power ETF | Equity: U.S. - Total Market | 18.30% |
| TSLLDirexion Daily TSLA Bull 1.5X Shares | Leveraged Equity: U.S. Automobile Manufacturers | 17.76% |
| Ticker Ticker | ETF ETF | Weighting Weighting |
|---|---|---|
| AAPX | T-Rex 2X Long Apple Daily Target ETF | 67.61% |
| VGT | Vanguard Information Technology ETF | 20.22% |
| XLK | Technology Select Sector SPDR Fund | 19.12% |
| FTEC | Fidelity MSCI Information Technology Index ETF | 18.94% |
Charles Schwab offers a generally more robust and well-designed user experience than Vanguard. As full-service brokerages, both platforms offer many ways to contact the firm if you have questions or need support. You can call, email, or chat with either Vanguard or Schwab.
Should I use Vanguard or Charles Schwab?
The truth is that either broker is suitable for a long-term investor, depending on one's needs. Vanguard could be a better choice for passive investors who want index funds; Charles Schwab offers more features that appeal to active investors. Ultimately, the better brokerage is dependent on how you invest.
BlackRock remained the largest firm overall, with $8.59 trillion in total assets globally vs. Vanguard's $7.25 trillion, and has a much larger presence with clients such as government-sponsored retirement plans and sovereign wealth funds.
Trading volume indicates the liquidity and number of investors. The higher the trading volume, better the liquidity of the fund. Among large-cap ETFs, Nippon India ETF Nifty 50 BeES has the highest 1-year average trading volume of Rs. 62.36 crore followed by SBI Nifty 50 ETF with Rs.
Of course, he'd argue that he's actually a business picker instead of a stock picker. The businesses he picks, though, tend to translate to good stocks. The legendary investor doesn't just pick individual stocks -- he also likes some exchange-traded funds (ETFs).
I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international.
