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Jan 2023
48m 25s

MI252: ETF Deep Dive w/ Andrew Kadjeski

The Investor's Podcast Network
About this episode

Rebecca Hotsko chats with Andrew Kadjeski about how the ETF structure and ecosystem works, how to compare ETFs with similar objectives but different indices and determine which is better, the importance of keeping a consistent exposure to the same index for investors building a portfolio using several ETFs, why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012, the three main costs associated with ETFs, when and how ETF’s take their fees, why investors should avoid trading ETFs really early in the open of a market open, why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets, what are some ways that ETFs can be used for short term goals, the two types of capital gains investors need to be aware of with ETFs, the difference between CAD listed vs US listed ETFs that track the same market, why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount to the NAV, when is the best time to buy international ETFs, and so much more!


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

03:07 - How the ETF structure and ecosystem work. 

07:55 - How to compare ETFs with similar objectives but different indices and determine which is better. 

09:45 - The purpose of the indexes that ETFs track. 

10:58 - Why Vanguard dumped MSCI Indexes in favor of CRSP for most US index funds in 2012. 

13:48 -The three main costs associated with ETFs. 

13:48 - When and how ETF take their fees? 

13:48 - Why investors should avoid trading ETFs really early in the open of a market open. 

20:56 - Why it's better to trade international ETFs at a time that coincides with the hours of the underlying shares local markets. 

23:03 - What are some ways that ETFs can be used for short term goals? 

24:16 - The two types of capital gains investors need to be aware of with ETFs. 

27:42 - The difference between CAD listed vs US listed ETFs that track the same market. 

32:34 - Why can ETFs differ from their NAV, what does this mean if it’s trading at a premium or discount?

32:34 - When is the best time to buy international ETFs? 

38:45 - For investors building a portfolio using several ETFs, the importance of keeping a consistent exposure to the same index. 

49:29 - What differentiates Vanguard from other ETF providers?   

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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