- (1:00) – What Is The Difference Between ETFs and Mutual Funds?
- (8:30) – The Heart Beat Trade: What Exactly Is It?
- (15:00) – The Importance Of Due Diligence With ETF Investing
- (27:45) – Understanding The Liquidity Of An ETF
- (31:50) – Top Picks For Long Term Investing
- (38:15) – Which New ETFs Should Investors Keep On The Radar
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In this episode of ETF Spotlight, I speak with Elisabeth Kashner, Director of Global Fund Analytics at FactSet, about ETF due diligence and best ETFs for long-term investing.
2020 was a great year for ETFs, with inflows exceeding $500 billion, while mutual funds lost about $362 billion, per Bloomberg data. Investors prefer ETFs now as they are generally more tax efficient, cheaper and easier to trade.
Some fund providers have started converting their mutual funds into ETFs. We discuss the why ETFs are so tax efficient and ETF due diligence.
Elisabeth’s favorite ETFs for long term investing are Vanguard Total Stock Market ETF
VTI
, Vanguard Total International Stock ETF
VXUS
, Vanguard Total World Stock ETF
VT
, iShares Core U.S. Aggregate Bond ETF
AGG
and Vanguard Total International Bond ETF
BNDX
.
The Invesco QQQ ETF
QQQ
and its cheaper version Invesco NASDAQ 100 ETF
QQQM
hold many highly innovative companies. Apple
AAPL
, Microsoft
MSFT
, Amazon
AMZN
and Tesla
TSLA
are the top holdings in these funds. I believe they also deserve a place in the portfolio.
Cathie Wood’s new ARK Space Exploration & Innovation ETF ARKX
ARKX
is on track to be one of the most successful ETF launches ever as it gathered more than $500 million within a week of its debut. Investors have poured more than $300 million into the VanEck Vectors Social Sentiment ETF
BUZZ
, which was promoted by Dave Portnoy. Should investors consider these “hot” new ETFs?
Tune into the podcast to learn more. Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email
[email protected]
.
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