Yuav ua li cas kom tsis txhob muaj qhov phem tshaj ETFs 1Q23

Lus Nug: Vim li cas thiaj muaj ntau ETFs?

Teb: ETF muab nyiaj tau los, yog li Wall Street tseem tsim ntau cov khoom muag.

Kuv leverage kuv lub tuam txhab cov ntaub ntawv los txheeb xyuas peb tus chij liab uas koj tuaj yeem siv kom tsis txhob muaj qhov phem tshaj ETFs:

1. Kev tsis txaus ntseeg

Qhov teeb meem no yog qhov yooj yim tshaj kom zam, thiab kuv cov lus qhia yooj yim. Zam txhua ETFs nrog tsawg dua $ 100 lab hauv cov cuab tam. Cov qib qis ntawm cov kua dej tsawg tuaj yeem ua rau muaj qhov sib txawv ntawm tus nqi ntawm ETF thiab tus nqi hauv qab ntawm kev ruaj ntseg nws tuav. Cov ETFs me me kuj feem ntau muaj cov khoom lag luam qis dua, uas txhais tau rau cov nqi lag luam ntau dua los ntawm kev sib tw loj-nug sib kis.

2. Tus nqi siab

ETFs yuav tsum pheej yig, tab sis tsis yog txhua tus ntawm lawv. Thawj kauj ruam ntawm no yog los ntsuas qhov pheej yig txhais tau li cas.

Txhawm rau kom ntseeg tau tias koj tau them tus nqi nruab nrab lossis qis dua qhov nruab nrab, nqis peev hauv ETFs nrog tag nrho cov nqi txhua xyoo qis dua 0.51%, qhov nruab nrab tag nrho cov nqi txhua xyoo ntawm 287 US Equity Sector ETFs kuv lub tuam txhab npog. Qhov nruab nrab qhov hnyav yog qis dua ntawm 0.24%, uas qhia txog yuav ua li cas cov tub ua lag luam nyiam tso lawv cov nyiaj hauv ETFs nrog cov nqi qis.

Daim duab 1 qhia ETFs Series Trust InfraCap MLP ETF (AMZA) yog qhov kim tshaj plaws ETF thiab Schwab US REIT ETF CHS
yog tus nqi qis tshaj. AdvisorShares (BEDZ, EATS) muab ob qho ntawm ETFs kim tshaj plaws thaum Fidelity FENY
, FSTA,FNCL
ETFs yog cov pheej yig tshaj plaws.

Daim duab 1: 5 Feem ntau thiab Tsawg Nqis Sector ETFs

Cov tub lag luam yuav tsum tsis txhob them tus nqi siab rau kev tuav pov hwm zoo. Fidelity MSCI Zog Index ETF (FENY) yog qhov zoo tshaj plaws ranked sector ETF nyob rau hauv daim duab 1. FENY qhov nruab nrab Portfolio Management ntsuam xyuas thiab 0.09% tag nrho cov nqi txhua xyoo khwv tau nws ib tug txaus nyiam ntsuam xyuas. VanEck Steel ETF (SLX) yog qhov zoo tshaj plaws qeb ETF tag nrho. SLX qhov zoo nkauj Portfolio Management ntsuam xyuas thiab 0.61% tag nrho cov nqi txhua xyoo kuj tau txais nws qhov kev ntaus nqi txaus nyiam.

Txawm hais tias muaj tus nqi qis txhua xyoo ntawm 0.08%, Schwab US REIT ETF (SCHH) tuav cov khoom lag luam tsis zoo thiab tau txais txiaj ntsig tsis txaus ntseeg. Txawm tias pheej yig npaum li cas ETF zoo li, yog tias nws tuav cov khoom tsis zoo, nws qhov kev ua tau zoo yuav tsis zoo.

3. Kev tuav pov hwm tsis zoo

Ib qho ETF's tuav muaj qhov hnyav dua hauv kev txiav txim siab tag nrho kev ua tau zoo dua li nws cov nqi. Yog li ntawd, zam kev tuav pov hwm tsis zoo yog qhov tseem ceeb tshaj plaws (thiab nyuaj tshaj plaws) ntawm kev zam ETFs tsis zoo. Daim duab 2 qhia txog ETFs nyob rau hauv txhua qhov kev lag luam nrog cov kev tuav pov hwm phem tshaj plaws lossis kev tswj hwm kev lag luam.

Daim duab 2: Sector ETFs nrog qhov phem tshaj Holdings

Invesco (PSCM
, PIB,PXJ
, PSCF) tshwm sim ntau dua li lwm tus neeg muab kev pabcuam hauv daim duab 2, uas txhais tau hais tias lawv muab cov ETFs feem ntau nrog cov tuav tsis zoo.

Tidal Residential REIT Income ETF (HAUS) yog qhov phem tshaj ETF nyob hauv daim duab 2 raws li kuv qhov kev kwv yees tag nrho. State Street SPDR S&P Internet ETF XWEB
, Xeev Txoj Kev SPDR S&P Health Care Equipment ETF XHE
, ProShares Online Retail ETF XWB
, US Global Jets ETF LUJ
, Fidelity MSCI Utilities Index ETF FUTY
, thiab Invesco Dynamic Oil & Gas Services ETF (PXJ) kuj tau txais ib qho kev ntsuas tsis txaus ntseeg tag nrho, uas txhais tau tias tsis yog lawv tuav cov khoom tsis zoo xwb, tab sis lawv kuj tau them cov nqi txhua xyoo.

Qhov phom sij hauv

Kev yuav ib qho ETF yam tsis tau tshuaj xyuas nws cov kev tuav pov hwm yog zoo li yuav ib qho khoom lag luam yam tsis tau txheeb xyuas nws cov lag luam thiab nyiaj txiag. Txhawm rau muab nws txawv, kev tshawb fawb ntawm ETF tuav yog qhov tsim nyog vim kev mob siab rau vim tias ETF qhov kev ua tau zoo tsuas yog zoo li nws cov tuav.

Kev ua haujlwm ntawm ETF's HOLDINGS - FEES = Kev Ua Haujlwm ntawm ETF

Qhia tawm: David Trainer, Kyle Guske II, thiab Italo Mendonça tsis tau txais kev them nyiaj los sau txog cov khoom tshwj xeeb, ntu, lossis cov ntsiab lus.

Source: https://www.forbes.com/sites/greatspeculations/2023/02/22/how-to-avoid-the-worst-sector-etfs-1q23/