World ETF Handbook International Edition

The ETF Handbook: How to Value and Trade Exchange Traded Funds, 2nd Edition

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ETF Buyer's Guide: The complete series

Smart beta exchange-traded funds ETFs have become a popular way for investors to target specific portfolio outcomes like reduced risk, enhanced returns or higher income at a lower cost than actively managed funds. With the rise of bonds ETFs investors now have more ways than ever before to improve, as well as damage, their fixed income portfolios.

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African and Mideast Business. ETFs Up and Down. Letters to the Editor. The Real Estate Market. Quick links Horoscopes Puzzles Customer service My account. Article text size A. Published May 29, Updated November 12, Best Canadian equity funds Any of the 10 funds included here could be your one and only Canadian equity fund, although some are better suited as a complement to a core fund.

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Importantly, neither ETF actually invests in private equity funds or the equity of private companies. There are already several ETFs that hold shares of publicly traded private equity firms but none that attempt to buy shares of public companies that possess characteristics similar to those that private equity firms typically invest in. Awarded to the most important international or global equity ETF launched in CLTL tracks an index of ultra-short-term U.

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Treasury debt that provides the fund with a high level of underlying liquidity. The fund is designed for institutional usage or other large investors looking for a collateral or liquidity-management vehicle.

JPGB is an unconstrained, go-anywhere bond portfolio that actively looks for diversification and higher yields across more than 50 countries and some 15 different fixed-income segments. Launches in the commodity ETF space have been few and far between over the last few years, but as the asset class began coming back into favor in and , issuers set in motion new products, some with a twist. Think of it as an index-tracking fund with an active overlay.

BCI is organized as an open-ended ETF, rather than a commodity pool, so taxable investors pay the usual long- and short-term capital gains rates on sale and avoid receiving an annual K-1 tax form. The fund manages this feat by gaining its commodity exposure through a wholly owned Cayman Islands subsidiary. It can hold derivatives on equities, bonds, commodities and currencies. Other managed futures ETFs omit one or more of these asset classes.

Within each asset class, JPMF may take positions in contracts of any expiry or segment to create net-long, net-short or neutral exposure. Best of all, JPMF is the cheapest-in-class: Its expense ratio clocks in at 0. Awarded to the most important ETF launched in that combines exposure to multiple asset classes. The equity part of the portfolio comprises developed and emerging market ETFs selected for higher yield, while the fixed-income allocation is diversified across sectors and credit, with a focus on duration.

Ultimately, the mix, which tracks a proprietary WisdomTree index and is rebalanced annually, looks to capture income-generating assets globally in one ticker. Awarded to the most important new ETF launched in , regardless of asset class, that uses a quantitative, research-driven approach to attempt to deliver superior long-term risk-adjusted returns. OMFL tracks an index derived from the Russell The methodology offers exposure to the value, momentum, quality, low-volatility and size factors, but with a twist.

It offers different combinations of factor exposure based on whether the economy and market are in an expansion, slowdown, contraction or recovery phase. For example, while in a contraction, the quality factor would be given more weight, while the value factor would be emphasized more in a recovery. Awarded to the most important new actively managed ETF launched in , regardless of asset class.

AIEQ is the first actively managed ETF to harness the power of artificial intelligence throughout the investment process. Using this data, the managers then choose stocks to hold based on upside potential and correlations with each other.

Thematic ETF of the Year: BOTZ offers exposure to a rapidly emerging technological theme of robotics and artificial intelligence around the globe. However, to say was a blockbuster year would be an understatement.

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The idea of robots in the workplace and in our homes is no longer viewed as science fiction. The demand is real, and the companies BOTZ offers exposure to are leading advances and profiting in the space. This is not a theme that will fade anytime soon. The fund tracks Chinese companies of all sizes and industries, so long as they derive at least half their revenues from eco-friendly products and services. ETF Issuer of the Year: Awarded to the ETF issuer that has done the most to improve investor outcomes through product introductions, product performance, fund management, asset gathering, investor support and innovation in Vanguard is the second-largest ETF issuer in the U.

Its reputation as a steward for investor interests, however, is second to none. In , the firm hit yet another milestone:

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