New Canadian Small Cap ETF Available

IndexIQ has launched a new ETF which attempts to give investors exposure to small cap Canadian stocks, but as a Canadian you will probably want to avoid this particular ETF for now. It trades with the ticker symbol CNDA. 1. The ETF is listed in the US While you won’t have to monitor the currency [...]

Index Fund Tracking Error Sources

NOTE: I’m scrambling to write this before I get on a plane and my laptop battery is near death, so pardon any typos for the time being – I’ll edit it tomorrow, and may even re-write it! It’s good to be my own editor…. :) Not all index funds are created equal. Some actually track [...]

iShares Now Commission-Free For Yanks with Fidelity

I just saw an ad on TV for Fidelity’s trading accounts (available in the United States only). What was interesting is that they are now offering commission free trading on 25 of some of the most popular iShares ETFs. Charles Schwab also offers commission-free trading on their own lineup of proprietary ETFs, but I don’t [...]

Even More Clarity on Vanguard ETF Taxation

A well informed authority on indexing emailed me to offer some further insight into the taxation nuances of Vanguard ETFs. Without revealing the source, I can assure you that what follows comes from a real expert on the subject matter. For those who have missed it, you may want to read these related posts first: [...]

Tax Efficiency of Vanguard ETFs Follow Up

Last week I had mentioned that Vanguard ETFs had slightly different tax considerations than most other ETFs due to their unique structure (they are actually a separate share class of Vanguard index mutual funds.) Larry MacDonald from Canadian Business Magazine has added some more information to the mix in his most recent blog post. He [...]