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

KME Crosses Above Key Moving Average Level
Fri, Aug 29, 4:14 PM ET, by ETF Channel

In trading on Friday, shares of the SPDR S&P Mortgage Finance ETF (KME) crossed above ...

Shares of RINF Now Oversold
Fri, Aug 29, 3:54 PM ET, by ETF Channel

In trading on Friday, shares of the Proshares 30 Year TIPS/TSY Spread ETF (RINF) entered ...

See How Chevron Ranks Among Analysts' Top Dow 30 Picks
Fri, Aug 29, 11:54 AM ET, by ETF Channel

A study of analyst recommendations at the major brokerages shows that Chevron Corporation (CVX) is ...

Vanguard Health Care ETF Experiences Big Inflow
Fri, Aug 29, 11:14 AM ET, by ETF Channel

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

IYR, SPG, AMT, CCI: ETF Inflow Alert
Fri, Aug 29, 11:14 AM ET, by ETF Channel

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

EWP: ETF Outflow Alert
Fri, Aug 29, 11:14 AM ET, by ETF Channel

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

Vanguard Extended Market ETF Experiences Big Inflow
Fri, Aug 29, 11:14 AM ET, by ETF Channel

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

Lockheed Martin a Top 25 Dividend Giant With 3.06% Yield (LMT)
Fri, Aug 29, 8:14 AM ET, by ETF Channel

Lockheed Martin Corp. (LMT) has been named as a Top 25 ''Dividend Giant'' by ETF ...

Why Cincinnati Financial is a Top 25 SAFE Dividend Stock (CINF)
Fri, Aug 29, 8:14 AM ET, by ETF Channel

Cincinnati Financial Corp. (CINF) has been named to the Dividend Channel ''S.A.F.E. ...

General Dynamics Achieves #117 Analyst Rank, Surpassing Prudential Financial
Thu, Aug 28, 12:14 PM ET, by ETF Channel

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

IEMG, BAP, MBT, SCCO: ETF Inflow Alert
Thu, Aug 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IEMG, BAP, MBT, SCCO Exchange traded funds (ETFs) trade just ...

IYM, LYB, PX, FCX: Large Inflows Detected at ETF
Thu, Aug 28, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: IYM, LYB, PX, FCX Exchange traded funds (ETFs) trade just ...

BLV: ETF Inflow Alert
Thu, Aug 28, 11:14 AM ET, by ETF Channel

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

IEF: Large Outflows Detected at ETF
Thu, Aug 28, 11:14 AM ET, by ETF Channel

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

Proshares Short 20+ Year Treasury Getting Very Oversold
Thu, Aug 28, 10:54 AM ET, by ETF Channel

In trading on Thursday, shares of the Proshares Short 20+ Year Treasury ETF (TBF) entered ...

iShares MSCI Switzerland Capped Breaks Below 200-Day Moving Average - Notable for EWL
Thu, Aug 28, 10:54 AM ET, by ETF Channel

In trading on Thursday, shares of the iShares MSCI Switzerland Capped ETF (EWL) crossed below ...

TTT Crowded With Sellers
Thu, Aug 28, 10:54 AM ET, by ETF Channel

In trading on Thursday, shares of the Proshares UltraPro Short 20+ Year Treasury ETF (TTT) ...

TMV Crosses Critical Technical Indicator
Thu, Aug 28, 10:54 AM ET, by ETF Channel

In trading on Thursday, shares of the Daily 20+ Year Treasury Bear 3x Shares ETF ...

11.7% of FPX Holdings Seeing Recent Insider Buys
Thu, Aug 28, 9:54 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust US IPO Index Fund ...

Cullen/Frost Bankers a Top Ranked SAFE Dividend Stock With 2.6% Yield (CFR)
Thu, Aug 28, 9:54 AM ET, by ETF Channel

Cullen/Frost Bankers, Inc. (CFR) has been named to the Dividend Channel ''S.A.F.E. ...

CenturyLink a Top Socially Responsible Dividend Stock With 5.3% Yield (CTL)
Thu, Aug 28, 9:54 AM ET, by ETF Channel

CenturyLink, Inc. (CTL) has been named a Top Socially Responsible Dividend Stock by Dividend Channel, ...

Canadian Dollar Trust (FXC) Shares Cross Above 200 DMA
Wed, Aug 27, 4:14 PM ET, by ETF Channel

In trading on Wednesday, shares of the Canadian Dollar Trust ETF (FXC) crossed above their ...

GDX, GG, ABX, NEM: ETF Inflow Alert
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: GDX, GG, ABX, NEM Exchange traded funds (ETFs) trade just ...

FXU, POM, TDS, GXP: Large Outflows Detected at ETF
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: FXU, POM, TDS, GXP Exchange traded funds (ETFs) trade just ...

QQQ, AAPL, MSFT, GOOG: Large Inflows Detected at ETF
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: QQQ, AAPL, MSFT, GOOG Exchange traded funds (ETFs) trade just ...

KRE, CIT, UBSI, HBAN: Large Inflows Detected at ETF
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: KRE, CIT, UBSI, HBAN Exchange traded funds (ETFs) trade just ...

iShares Russell 1000 Value ETF Experiences Big Inflow
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IWD, GE, JNJ, WFC Exchange traded funds (ETFs) trade just ...

CURE: Large Outflows Detected at ETF
Wed, Aug 27, 10:54 AM ET, by ETF Channel

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

IJH, URI, SLG, HSIC: Large Inflows Detected at ETF
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: IJH, URI, SLG, HSIC Exchange traded funds (ETFs) trade just ...

VUG, FB, AMGN, AXP: ETF Inflow Alert
Wed, Aug 27, 10:54 AM ET, by ETF Channel

Symbols mentioned in this story: VUG, FB, AMGN, AXP Exchange traded funds (ETFs) trade just ...

11.6% of FTHI Holdings Seeing Recent Insider Buys
Wed, Aug 27, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust High Income ETF (FTHI) ...

MO a Top 25 Dividend Giant With $3.11B Held By ETFs
Wed, Aug 27, 8:14 AM ET, by ETF Channel

Altria Group Inc (MO) has been named as a Top 25 ''Dividend Giant'' by ETF ...

Analog Devices a Top Socially Responsible Dividend Stock With 2.8% Yield (ADI)
Wed, Aug 27, 8:14 AM ET, by ETF Channel

Analog Devices, Inc. (ADI) has been named a Top Socially Responsible Dividend Stock by Dividend ...

PowerShares Cleantech Portfolio (PZD) Shares Cross Above 200 DMA
Tue, Aug 26, 3:54 PM ET, by ETF Channel

In trading on Tuesday, shares of the PowerShares Cleantech Portfolio ETF (PZD) crossed above their ...

Navient Achieves #139 Analyst Rank, Surpassing Dover
Tue, Aug 26, 11:54 AM ET, by ETF Channel

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

OIH, SLB, NOV, SDRL: Large Inflows Detected at ETF
Tue, Aug 26, 11:14 AM ET, by ETF Channel

Symbols mentioned in this story: OIH, SLB, NOV, SDRL Exchange traded funds (ETFs) trade just ...

FCG Makes Bullish Cross Above Critical Moving Average
Tue, Aug 26, 10:54 AM ET, by ETF Channel

In trading on Tuesday, shares of the First Trust ISE-Revere Natural Gas Index Fund ETF ...

NGE Crosses Critical Technical Indicator
Tue, Aug 26, 10:54 AM ET, by ETF Channel

In trading on Tuesday, shares of the MSCI Nigeria ETF (NGE) entered into oversold territory, ...

10.1% of FYC Holdings Seeing Recent Insider Buys
Tue, Aug 26, 9:44 AM ET, by ETF Channel

A look at the weighted underlying holdings of the First Trust Small Cap Growth AlphaDEX ...

Home Depot a Top 25 Dividend Giant With 2.07% Yield (HD)
Tue, Aug 26, 8:34 AM ET, by ETF Channel

Home Depot Inc (HD) has been named as a Top 25 ''Dividend Giant'' by ETF ...

Shares of HYXU Now Oversold
Mon, Aug 25, 4:14 PM ET, by ETF Channel

In trading on Monday, shares of the iShares Global ex USD High Yield Corporate Bond ...

Proshares USD Covered Bond Breaks Above 200-Day Moving Average - Bullish for COBO
Mon, Aug 25, 4:14 PM ET, by ETF Channel

In trading on Monday, shares of the Proshares USD Covered Bond ETF (COBO) crossed above ...

Swedish Krona Trust (FXS) Enters Oversold Territory
Mon, Aug 25, 4:14 PM ET, by ETF Channel

In trading on Monday, shares of the Swedish Krona Trust ETF (FXS) entered into oversold ...

UPV Makes Bullish Cross Above Critical Moving Average
Mon, Aug 25, 4:14 PM ET, by ETF Channel

In trading on Monday, shares of the Proshares Ultra FTSE Europe ETF (UPV) crossed above ...

Kinder Morgan Moves Up In Analyst Rankings, Passing Mallinckrodt
Mon, Aug 25, 11:54 AM ET, by ETF Channel

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

VDE, OXY, HAL, APA: ETF Outflow Alert
Mon, Aug 25, 11:24 AM ET, by ETF Channel

Symbols mentioned in this story: VDE, OXY, HAL, APA Exchange traded funds (ETFs) trade just ...

IJS, TQNT, THS, EPR: Large Outflows Detected at ETF
Mon, Aug 25, 11:24 AM ET, by ETF Channel

Symbols mentioned in this story: IJS, TQNT, THS, EPR Exchange traded funds (ETFs) trade just ...

VGT, CRM, CTSH, GLW: Large Inflows Detected at ETF
Mon, Aug 25, 11:24 AM ET, by ETF Channel

Symbols mentioned in this story: VGT, CRM, CTSH, GLW Exchange traded funds (ETFs) trade just ...

EDC: Large Outflows Detected at ETF
Mon, Aug 25, 11:24 AM ET, by ETF Channel

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

iShares U.S. Consumer Goods ETF Experiences Big Outflow
Mon, Aug 25, 11:24 AM ET, by ETF Channel

Symbols mentioned in this story: IYK, MO, MDLZ, KMB Exchange traded funds (ETFs) trade just ...

Related videos | all videos »
  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 - 2014, 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 over 1000 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.