Self Directed Investor Inc
SDI: "Empowering investors with ideas and education"
Symbol Lookup »  
Topics:ChinaETFsEarningsEconomyEnergyForexGoldIncomeLessonsIdeasTrading

  • Other news: News from PR Newswire
| More

5 ETF Bargains For The Holiday Shopping Season

Mon, Dec 3, 9:15 AM ET, by Michael Johnston

With the wallet-heavy holidays just around the corner, now is a great time for investors to see just where they are spending their money. ETF expense ratios often go unnoticed by investors, assumed to be a necessary cost of playing the game, but many expensive ETFs have a cheaper competitor product. Whether you hope to find extra income for presents or maybe justify turning the heat up to 80 degrees, if investors are spending too much on ETFs with high expense ratios, they are losing money [for ETF industry news, sign up for the free ETFdb Newsletter].

Below we highlight five ETFs from various asset classes that should have appeal to cost-conscious investors. These ETFs all charge expense ratios that are considerably lower than their closest competitors, making them interesting options for those looking to take low costs to the extreme:

1. iShares COMEX Gold Trust (IAU)

  • Expense Ratio: 0.25%
  • ETFdb Category: Precious Metals
  • ETFdb Category Average ER: 0.60%

Often at odds with GLD, IAU’s low expense ratio is a deciding factor for some investors. This physically-backed ETF boasts over 214 tonnes of gold in the trust and a total net assets of $12 billion. With an expense ratio of 25 basis points-GLD is 40 basis points–IAU costs significantly less than the average 60 points for a precious metals fund.

By tracking the spot price of gold bullion this fund has maintained some of the highest returns of the ETF industry since its inception in 2005. Between GLD and IAU, both have their own particular reasons to buy in, but for the cost-conscious investor IAU is the only option [also see 5 Best (And 5 Worst) ETF Performers Over the Last 5 Years].

2. Schwab U.S. Small Cap ETF (SCHA)

  • Expense Ratio: 0.10%
  • ETFdb Category: Small Cap Blend Equities
  • ETFdb Category Average ER: 0.39%

With almost 20 funds to compete with, SCHA is not only different because of its low expense ratio, but also because at 13% it has some of the highest year-to-date returns of the category. It also helps that even with such great returns SCHA costs about half that of the other large funds that represent small cap equities.

By following a subindex of the Dow Jones Total Stock Market made up of stocks ranked 751-2500 by full market capitalization and being float-adjusted, this fund is constantly changing and adapting to the small cap industry. Offering equal weight coverage to all funds has also made SCHA’s market sector coverage very even, but there is a noticeable tilt to industrials, technology and consumer cyclicals.

3. Global X MLP ETF (MLPA)

  • Expense Ratio: 0.45%
  • ETFdb Category: MLPs
  • ETFdb Category Average ER: 0.82%

MLPs were one of the hardest hit industries after President Obama’s reelection in November, as many investors feared this asset class would be subject to harsher tax codes in January, but this relatively small fund has lost little traction in the market. With the average number of assets for MLP ETFs at $957 million, in the past MLPA’s modest $15 million has made it one of the least popular options for investors [see MLPA Realtime Rating].

The index followed is intended to give investors a means of tracking the overall performance of the U.S. MLP class, with almost 90% of these funds falling in the energy industry, but there are also minority holdings in utilities and basic materials sectors.

4. Dow Jones-UBS Commodity Index Total Return ETN (DJCI)

  • Expense Ratio: 0.50%
  • ETFdb Category: Commodities
  • ETFdb Category Average ER: 0.79%

DJCI isn’t the most popular exchange-traded product for investors looking to achieve exposure to commodities, but it should be appealing to the cost conscious among us. This ETN has about $70 million in assets and an annual expense ratio of only 50 basis points, which is considerably lower than its peer group–most broad-based commodity ETPs charge at least 0.75%, and some charge more than 1.0%.

DJCI offers exposure to a basket of about two dozen unique commodity futures, including precious metals, oil and gas, livestock and ags, and industrial metals such as nickel, lead, tin and zinc. This ETN is linked to the exact same index as DJP (which charges 0.75% annually), meaning it is almost guaranteed to outperform over the long run [see Free Report: Everything You Need To Know About Commodity ETFs].

5. Schwab U.S. REIT ETF (SCHH)

  • Expense Ratio: 0.07%
  • ETFdb Category: Real Estate
  • ETFdb Category Average ER: 0.42%

One of the cheapest expense ratios of them all, Schwab went through all of its most popular funds at the beginning of 2012 and cut prices yet again to keep up with competition. This two-year-old fund is one of two real estate funds investors could get commission-free through Charles Schwab bank, the other being the much larger REIT ETF (VNQ), which charges 10 basis points.

Also focusing on the REIT side of real estate, this index is comprised of U.S. companies whose charters are the equity ownership and operation of commercial real estate. More than half of these firms are large cap, with the portions split between medium and small companies.

[For more ETF analysis, make sure to sign up for our free ETFdb newsletter]

Follow me on Twitter @lynpaintzall

Disclosure: No positions at time of writing.

Click here to read the original article on ETFdb.com.


SDI Glossary: "Commodities" Definition
SDI Glossary: "price" Definition
SDI Glossary: "ETFs" Definition
SDI Glossary: "iShares" Definition
SDI Glossary: "Stock" Definition
This Article's Word Cloud:   Average   Category   DJCI   ETFdb   ETFs   Expense   MLPA   REIT   Ratio   SCHA   Schwab   This   With   about   almost   also   assets   basis   charge   conscious   cost   costs   estate   expense   free   fund   funds   have   index   industry   investors   made   market   metals   million   only   points   popular   ratio   ratios   real   returns   small   some   than   that   their   this   which   with

| More

IWD, MRK, CSCO, MDT: ETF Outflow Alert
Fri, Jul 22, 10:59 AM ET, by ETF Channel

Symbols mentioned in this story: IWD, MRK, CSCO, MDT Exchange traded funds (ETFs) trade just ...

IWB, JNJ, JPM, HD: Large Inflows Detected at ETF
Fri, Jul 22, 10:59 AM ET, by ETF Channel

Symbols mentioned in this story: IWB, JNJ, JPM, HD Exchange traded funds (ETFs) trade just ...

MGLN Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Magellan Health Inc. (MGLN) have crossed above the average analyst ...

CPLA Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Capella Education Company (CPLA) have crossed above the average analyst ...

RLYP Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Relypsa, Inc (RLYP) have crossed above the average analyst 12-month ...

QCOM Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Qualcomm, Inc. (QCOM) have crossed above the average analyst 12-month ...

OUTR Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Outerwall Inc (OUTR) have crossed above the average analyst 12-month ...

UTEK Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Ultratech Inc (UTEK) have crossed above the average analyst 12-month ...

INFO Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of IHS Markit Ltd (INFO) have crossed above the average analyst ...

ABY Crosses Above Average Analyst Target
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Atlantica Yield plc (ABY) have crossed above the average analyst ...

eBay Reaches Analyst Target Price
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of eBay Inc. (EBAY) have crossed above the average analyst 12-month ...

Sanderson Farms Reaches Analyst Target Price
Fri, Jul 22, 8:19 AM ET, by ETF Channel

In recent trading, shares of Sanderson Farms Inc (SAFM) have crossed above the average analyst ...

PG&E Moves Up In Analyst Rankings, Passing American Electric Power Company
Thu, Jul 21, 11:49 AM ET, by ETF Channel

In a study of analyst recommendations at the major brokerages, for the underlying components of ...

PFF, WFC, HSBC, DB: Large Inflows Detected at ETF
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: PFF, WFC, HSBC, DB Exchange traded funds (ETFs) trade just ...

MDY, MTD, WWAV, INGR: ETF Inflow Alert
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: MDY, MTD, WWAV, INGR Exchange traded funds (ETFs) trade just ...

IVV, GE, AMZN, FB: Large Inflows Detected at ETF
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: IVV, GE, AMZN, FB Exchange traded funds (ETFs) trade just ...

PRFZ, EZPW, GOV, SEIC: ETF Inflow Alert
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: PRFZ, EZPW, GOV, SEIC Exchange traded funds (ETFs) trade just ...

IYR, AMT, PSA, CCI: Large Inflows Detected at ETF
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: IYR, AMT, PSA, CCI Exchange traded funds (ETFs) trade just ...

VOO: ETF Inflow Alert
Thu, Jul 21, 10:49 AM ET, by ETF Channel

Symbols mentioned in this story: VOO Exchange traded funds (ETFs) trade just like stocks, but ...

Mobile Mini Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Mobile Mini, Inc. (MINI) have crossed above the average analyst ...

MCHP Crosses Above Average Analyst Target
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Microchip Technology Inc (MCHP) have crossed above the average analyst ...

Cisco Systems Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Cisco Systems, Inc. (CSCO) have crossed above the average analyst ...

TWOU Crosses Above Average Analyst Target
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of 2U Inc (TWOU) have crossed above the average analyst 12-month ...

PCTY Crosses Above Average Analyst Target
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Paylocity Holding Corp (PCTY) have crossed above the average analyst ...

Big 5 Sporting Goods Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Big 5 Sporting Goods Corp (BGFV) have crossed above the ...

OMAB Crosses Above Average Analyst Target
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Grupo Aeroportuario del Centro Norte SAB de CV (OMAB) have ...

Ligand Pharmaceuticals Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Ligand Pharmaceuticals Inc (LGND) have crossed above the average analyst ...

MKS Instruments Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of MKS Instruments Inc (MKSI) have crossed above the average analyst ...

Analog Devices Reaches Analyst Target Price
Thu, Jul 21, 9:59 AM ET, by ETF Channel

In recent trading, shares of Analog Devices, Inc. (ADI) have crossed above the average analyst ...

AptarGroup Reaches Analyst Target Price
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of AptarGroup Inc. (ATR) have crossed above the average analyst 12-month ...

Halyard Health Reaches Analyst Target Price
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of Halyard Health Inc (HYH) have crossed above the average analyst ...

PRTY Crosses Above Average Analyst Target
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of Party City Holdco Inc (PRTY) have crossed above the average ...

Maxim Integrated Products Reaches Analyst Target Price
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of Maxim Integrated Products, Inc. (MXIM) have crossed above the average ...

Zumiez Reaches Analyst Target Price
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of Zumiez Inc (ZUMZ) have crossed above the average analyst 12-month ...

Quotient Technology Reaches Analyst Target Price
Thu, Jul 21, 9:49 AM ET, by ETF Channel

In recent trading, shares of Quotient Technology Inc (QUOT) have crossed above the average analyst ...

FBHS Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Fortune Brands Home & Security, Inc. (FBHS) have crossed above ...

CNP Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of CenterPoint Energy, Inc (CNP) have crossed above the average analyst ...

CRI Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Carter's Inc (CRI) have crossed above the average analyst 12-month ...

Community Healthcare Trust Reaches Analyst Target Price
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Community Healthcare Trust Inc (CHCT) have crossed above the average ...

Lannett Reaches Analyst Target Price
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Lannett Co., Inc. (LCI) have crossed above the average analyst ...

Olin Reaches Analyst Target Price
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Olin Corp. (OLN) have crossed above the average analyst 12-month ...

AWH Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Allied World Assurance Company Holdings AG (AWH) have crossed above ...

XRS Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of TAL Education Group (XRS) have crossed above the average analyst ...

BIG Crosses Above Average Analyst Target
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Big Lots, Inc. (BIG) have crossed above the average analyst ...

Louisiana-Pacific Reaches Analyst Target Price
Thu, Jul 21, 9:39 AM ET, by ETF Channel

In recent trading, shares of Louisiana-Pacific Corp. (LPX) have crossed above the average analyst 12-month ...

Add Up The Parts: PXSG Could Be Worth $29
Thu, Jul 21, 9:29 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

CNHI Crosses Above Average Analyst Target
Thu, Jul 21, 9:29 AM ET, by ETF Channel

In recent trading, shares of CNH Industrial N.V. (CNHI) have crossed above the average analyst ...

We Did The Math QQXT Can Go To $45
Thu, Jul 21, 9:29 AM ET, by ETF Channel

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, ...

LOCK Crosses Above Average Analyst Target
Thu, Jul 21, 9:29 AM ET, by ETF Channel

In recent trading, shares of Lifelock Inc (LOCK) have crossed above the average analyst 12-month ...

AECOM Reaches Analyst Target Price
Thu, Jul 21, 9:29 AM ET, by ETF Channel

In recent trading, shares of AECOM (ACM) have crossed above the average analyst 12-month target ...

  More articles:  1 2 3 4 5 6 7 next »

ABOUT US »   ADVERTISE »   CONTACT US »   TERMS OF USE & PRIVACY POLICY »

5 ETF Bargains For The Holiday Shopping Season | Self Directed Investor | Copyright © 2008 - 2016, All Rights Reserved

Any ideas and opinions presented in Self Directed Investor content are for informational and educational purposes only, and do not reflect the opinions of BNK Invest, Inc. or any of its affiliates, subsidiaries or partners. In no way should any content contained herein be interpreted to represent trading or investment advice. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All site visitors agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. Read Full Disclaimer.

SDI is associated with: ValueForum.com -- a subscription-based online social networking forum of serious individual investors. | MarketNewsVideo.com -- videos appearing on SDI are produced by Market News Video. | TickerTech.com -- stock quote content appearing on SDI is at least 20 minutes delayed and is powered by Ticker Technologies. | GoldStockStrategist.com -- Edited by Scott V. Nystrom, PhD, Gold Stock Strategist provides analysis on gold mining companies.