DFA doesn't claim to follow
the same index as Vanguard's fund shown here (DFA doesn't follow any index for their funds).
Make sure the replacement ETF does not track
the same index as the one sold, as CRA may have a problem allowing you to claim the loss in the first place if they think you have generated a superficial loss.
It's a plain - vanilla bond fund tracking
the same index as before, with a fixed target of 60 % government and 40 % corporate bonds, all investment grade.
State Street Global Advisors offers the SPDR MSCI ACWI ex-US ETF (CWI), which tracks
the same index as its iShares competitor, but holds a larger sample of 1,800 stocks (its MER is 0.34 %).
It has
the same index as white bread:
TBT, as its name suggests, is organized around
the same index as TLT, the long - dated Treasury ETF noted above.
Launched in early 2012, INDA tracks the exact
same index as INP, an exchange - traded note that launched years earlier, leaving the latter with little to recommend it.
The USCF SummerHaven Dynamic Commodity Strategy No K - 1 Fund (SDCI), though technically actively managed, is designed to track
the same index as that of the United States Commodity Index Fund (USCI).
You can find ETFs that track the very
same indexes as an index fund.
It uses
the same indexes as the classic Couch Potato with the addition of the EAFE index as the proxy for international stocks.
In fact, we have index funds that track
the same indexes as some of our exchange traded funds or ETFs.
These new funds track
the same indexes as XEG and XFN, respectively, but with management fees 20 basis points lower, as well as the promise of perfect index tracking and tax - efficiency.
If they track
the same indices as the TD e-series funds, you can be relatively sure their yields will be very similar.
Not exact matches
StatsCan's core
index, which subtracts food and energy prices, was 1.4 per cent, the
same as in May.
Active managers own roughly the
same percentage of those stocks
as the
index weight ones.
«If you look at the hot stocks, U.S. active managers own almost exactly the
same as passive
index managers, there's not much difference.»
(Though there is a high correlation with this basket of goods and the study's cost - of - living rankings, the items and prices listed are not the
same as those used in the
index.)
«The market is fragmented and inefficient, and traditional
indexes are poorly designed,» he said, but he added that higher - fee active bond funds run into the
same problem
as active equity funds.
The exact
same index is being tracked in the exact
same way with both investments,
as I'm sure you know.
IEMG follows the
same MSCI
index as our benchmark and so it counts South Korea
as an emerging market, in contrast to FTSE - based funds such
as VWO.
First, it is crucial to realize that trading in the
same direction
as the dominant broad market trend is the most important element of our swing trading system because approximately 80 % of all stocks move in the
same direction
as the major
indices.
If everyone else who earns the
same as you sets aside 20 % of their paycheck in the
same index fund, you are running in place.
If everyone else who earns the
same as you sets aside 30 % of their paycheck in an actively managed fund that outperforms your
index fund by just 1 % over 40 years, now you are really falling behind!
At the
same time, we view the improvement in global conditions
as contributing to investor complacency, which has been reflected in subdued volatility
index readings in Europe and the United States during 2017.
Owning ETNs is not the
same as owning interests in the commodities futures contracts comprising the
index or a security directly tied to the
index performance.
In this case, buying EEV was the
same as taking a bearish position on the MSCI Emerging Markets
Index (note that «short ETFs» are designed to be used only for quick, short - term trades).
Several ETFs are the
same as their mutual /
index funds.
On October 3, bullion fell below $ 1,200 to prices we haven't seen since 2010, but they quickly rebounded to the $ 1,240 range
as the dollar
index receded from its peak the
same day.
We define «anticipate»
as evidence of a systematic relationship between points at which the normalized slope of the ten - day average P / C changes sign and points at which the normalized slope of the S&P 500
index changes sign in the
same direction.
We define «trend»
as the normalized slope for the last ten trading days for both the S&P 500
index and the ten - day lagging average
index P / C over the past ten trading days, normalizing by dividing the raw slope by the average value over the
same ten trading days.
The idiots have done the
same to all their bond
index funds
as well (hedged to sterling).
SPTS provides low - cost access to a marketlike basket of short - term US Treasurys, tracking the
same index that we chose
as our benchmark for the segment.
The producer price
index for finished goods gained 0.2 % last month (1.8 % y / y), the
same as during January.
If the overall rate of return were the
same, wouldn't not reinvesting dividends be the
same thing
as selling shares in a stock or
index that reinvests this cash internally?
Moreover, different forecasts may choose different
indices as a proxy for the
same asset class, thus influencing the return of the asset class.
Tax rules require sellers to wait 31 days to repurchase the
same investment, but it is OK to swap two holdings that aren't the
same — such
as a large - company
index fund and a total - market
index fund.
This doesn't mean that you end up with the
same returns
as the
index, though.
The EEM / SPY ratio trends in the
same direction
as the CRB
Index and generally leads the CRB
Index at major turning points, with trend reversals confirmed by EEM / SPY breaking above / below its 70 - week MA.
Most are passively managed funds that invest in the
same securities
as a given
index.
House prices reported by the Standard and Poor's / Case - Shiller show the
same dynamics
as the FHFA
index, sharply rising prices during the boom followed by steep declines and finally recovery beginning in 2012.
RING is the cheapest fund in the segment, and tracks the
same cap - weighted
index of global gold mining companies that we chose
as our segment benchmark.
Let's say, Irene is an indexer whose portfolio has 2 % yield and is expected to earn 8 % annualized return over the coming 30 years (this is essentially
same as S&P 500
index).
As such, the ETF and stock picks in the model trading accounts of our Wagner Daily swing trading newsletter scored a solid combined gain of 4.8 % during that
same two - month period (an outperformance of the main stock market
indexes by more than 11 % for the months of April and May).
The present situation
index in January was unchanged, remaining at the
same level of 116.4
as that in December; the expectations
index rose to 85.9 in January from 83.0 in December.
As the above image from the calculator at Dividend Channel shows, a $ 10,000 LMT investment in May 2013 would be worth $ 36K today (with dividends reinvested)-- almost twice the gain experienced by the S&P 500
Index (SPY) in the
same span.
The iShares Lehman Credit Bond
Index (NYSE: CFT) has about the
same duration
as LQD at just north of six years.
Typically, passive funds own most of the
same securities, and in the
same weightings,
as their respective
indexes.
The price
index excluding food & energy edged up 0.1 % (1.2 % y / y), about the
same as during the last nine months.
A composite
index for Israel
as a whole, composed of crime, national mood, and the stock market, showed an increase of 1.38 standard deviations over the
same periods (p =.0001).
High yield municipal bond yields have risen by 30bps in the
same time period
as the S&P Municipal Bond High Yield
Index is down 1.76 % so far in June.