Diseccionar un ETF

Decidir si un ETF es para usted no debería ser una tarea. Es por eso que Investing Guides ha escrito a continuación cómo diseccionar una guía de ETF. ¡Simplemente siga estos pasos y tendrá una nueva rutina en poco tiempo!

Time needed: 15 minutes.

Cómo diseccionar un ETF en 10 sencillos pasos

  1. Underlying investing products

    The ETF must be investing in an underlying product such as stocks, bonds or commodities and more. Knowing the product means knowing how it does, or does not fit in your strategy.ETF - underlying product type

  2. Cost clarity

    Find the expense ratio, or ongoing cost figure (OCF). This cost is a payment to the asset manager at the end of the year. A low expense ratio is therefore good, as it means you keep more profits for yourself.ETF - OCF

  3. Level of diversification

    An ETF is generally preferred over individual stocks as it reduces risk and spreads your investment. The lower the concentration of top 10 instruments within an ETF is, the broader its funds are invested. Hence, the safer to invest in.ETF - weighting of underlying products

  4. Follow the index following

    Read an ETFs description to find what index it follows and how. For example, if an ETF states it ‘Seeks to track the performance of the CRSP US Total Market Index.’, then it aims to concentrate your investment on the US market.ETF - tracking index

  5. Mimicking

    After identifying the index, it’s now important to compare the performance of that index with the ETF. The closer this figure hits its counterpart, the better the investment.Dissect an ETF - performance benchmark

  6. Assess the type

    ETFs effectively have 2 types that cater to different strategies. Either an ETF is of distributing nature, in which case investors earn all dividends and interests on a period basis. Or, the ETF is of the accumulating type, where all earnings and reinvested into the ETF resulting in a compounding effect over time.ETF - type

  7. History

    Look into the ETF historical performance as well as overall age. A ‘young’ ETF will most likely need more attention than an established one. If you are unsure of an ETF you found, simply continue searching and odds are you will find a different one tracking the same index.Dissect an ETF - age

  8. Financial ‘size’

    AuM, assets under management. A term that describes the ‘size’ of an ETF in this case. More AuM means a lower chance of the fund/company becoming insolvent. ETF - AuM

  9. Know about leverage (u0026 avoid it)

    Leverage is a tool used by advanced investors and/or traders who know how it can be to their benefit. In ETFs, leverage can mean a market move is doubled or tripled in the ETF. This can leave you with a 60% loss (leverage X3) on your ETF if the market had a dip of 20%.ETF - leveraged

  10. Trading volume

    Popularity and liquidity can both make or break an ETF. If many people buy and sell the instrument, it’s considered more trustworthy. If the ETF holds stocks or bonds from a company that has issued many, it becomes easier and faster to buy or sell due to a higher supply.Dissect an ETF - trading volume

  11. Bonus: KID u0026 ESG

    Each ETF, by law, needs to have a Key Information Document (KID). Although not the most engaging documents, they hold all major facts of the ETF. Moreover, on most EFT provider website’s, you can find assessments on ESG.ETF - ESG

Conceptos básicos de ETF

Antes de continuar leyendo, asegúrese de saber qué es un ETF. Puede leer sobre etFs aquí. Si estos pasos han sido útiles, puede continuar su viaje sobre la duda de inversión aquí, o comenzar a invertir en 7 pasos aquí.

El trabajo en la elección de un ETF

Seamos honestos, nadie está encantado de revisar listas de documentos y pdf en línea para recordar el 2% de la información y esperar que hayan tomado la decisión correcta.

Al elegir un ETF, debe estar seguro de que lo eligió por las razones correctas que corresponden a su estrategia personal. ¡Esto no tiene que tomar horas, ni siquiera 15 minutos!

Diseccionar un ETF en su lugar

Diseccionar un ETF es trabajar dirigido y solo recuperar la información que realmente necesita. Los 10 pasos de esta guía son las métricas clave después de las cuales puede tomar una decisión informada sobre cualquier ETF que esté considerando agregar a su cartera de inversiones.

Durante esta guía, hicimos uso de Yahoo Finance, el sitio web del proveedor de ETF y nuestra cuenta de corredor. Sin embargo, la mayor parte de la información se puede encontrar en una de estas tres fuentes.

Diseccionar un ETF - Geo split
Ejemplo de división geográfica


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