Exchange Traded Funds
Your quarterly statement reveals four basic index funds inside a model portfolio charging 1% annually, and that gap between what you pay and what you actually own raises a question most investors never think…
Three ETFs share the same dividend growth label, yet their portfolios look nothing alike. Before you assume you know what any of them owns, check what that label is actually hiding.
VNQ's yield looks generous on paper, but three IRS rules quietly decide how much of that income actually reaches the 20 percent deduction, and most investors read only one of them.
AMLP's annual shareholder report quietly names the structural feature that drains returns before investors ever see a price quote, and most holders have no idea it exists.
Four ETFs sell options against some of the most volatile corners of the market to generate monthly cash, but the fund paying the most income also carries a risk most investors overlook before they…
SCHD has become the default dividend ETF for American investors, but Schwab runs a similar fund built entirely from foreign companies at a rock-bottom cost. Whether it belongs in your portfolio depends on a…
Three ETFs chase the same landlords across America, yet one charges nearly five times more than another while delivering the weakest income and smallest gains. Knowing which fund fits your goal before you buy…
A later RMD start date sounds like a gift, but leaving that extra time unused quietly builds a larger tax problem down the road. Three ETFs show how to put that runway to work…
One concentrated position in a single stock can quietly tie your paycheck, your bonus, and your retirement savings to the same fate at once. Three low-cost funds offer a way out, but getting there…
A $100,000 stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO) bought on Oct 10, 2016 is worth $356,717 today. DGRO pays $6,851 a year on that balance, which is a modest income from a…
Money market ETFs now operate under the same strict regulatory framework as traditional money market funds, but two newer options add a twist that could matter significantly depending on where you live and how…
A retiree living off a portfolio needs income that keeps coming. The First Trust Morningstar Dividend Leaders Index Fund (NYSEARCA:FDL) has paid distributions four times a year since 2006. FDL tracks Morningstar’s dividend leaders…
A 10% yield sounds like a gift, but mortgage REITs have a long history of handing investors something far less appealing once the full picture comes into focus.
Not all dividend income lands in your pocket the same way, and the difference between a qualified payout and an ordinary one can change your tax bill by thousands of dollars. Three popular ETFs…
SPY built its reputation as the default S&P 500 fund, but a structural quirk in how it was originally designed quietly costs long-term holders money every single year compared to a fund holding the…
