Investing in Emerging Markets Equity ETFs
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- Опубликовано: 10 июл 2024
- In this video, Justin compares Vanguard's and iShares' emerging stock market ETFs: VWO, VEE, IEMG, and XEC.
The below topics are explained in this emerging markets equity ETF tutorial:
0:00 Intro
0:22 Differences between VWO, VEE, IEMG, and XEC
2:07 Size breakdown (i.e., large-cap, mid-cap, small-cap) of companies held by VWO, VEE, IEMG, and XEC
2:42 Sector concentration: Canadian vs. emerging stock markets
3:10 Understanding China A share allocation differences in the FTSE and MSCI emerging markets indexes
4:29 Market classification differences in the FTSE and MSCI emerging markets indexes (i.e., South Korea and Poland)
4:54 Historical performance of the FTSE Emerging Markets All Cap China A Inclusion Index vs. the MSCI Emerging Markets IMI
5:14 Worst historical losses for VWO, VEE, IEMG, and XEC
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Between this channel, and the Rational Reminder podcast, I really wish I got into finance, and furthermore, wish I worked at PWL. You all give out such great info, and the culture seems to be all about helping people get ahead.
Much obliged.
@Dennis Micallef - That's exactly how we approached social media over 10 years ago - we just wanted to help investors (and build our own knowledge at the same time). And if those efforts also created a sustainable business, it was a plus (but the business aspect always came as a secondary consideration).
I really appreciate your feedback - I'll be sure to share your comments with the rest of the PWL crew.
PWL dropping that heat 🔥
I've learned so much from your channel and White Paper's.
Thank you!!
@Fernando Lopez - You’re very welcome! :)
I read Dan’s blog for yrs and recently his book (plus Larry Bates and Andrew Hallam.) He inspired my husb and I to DIY our now (semi) retirement portfolio. Husb still does data analytics consulting part-time (enjoys it) and I love learning about investing. We calculated fees paid in past for IMHO over complicated portfolios and it was a shock. Amazing how complacent you can be - even if you know better. Our current advisor is great but retiring. We also keep up on new innovation incl crypto/block chain. For us it’s interesting vs intimidating. Thx to you, Dan and PWL team.
PS We’re fortunate to qualify for PWL (and 🇨🇦) so may still call if we hit the wall on DIY. For now we’ll give it a try w/help incl your and Ben Felix videos, PWL blog etc. 😊
Great video. Looking forward to the next one.
Thanks. Now to figure out whether it is more prudent to invest in USD-denominated ETFs (withholding tax for Canadian accounts) or CAD-denominated ones (no withholding tax plus not FXS considerations, but much higher MER). Like so much in life I suspect that there is a complicated answer to this question that depends on multiple factors.
Hi Justin, due to the witholding taxes on the dividends, should these ETFs be held in a RRSP or would it make much difference if they were to be held in a TFSA or non-registered account?
Hi Justin, which is better investing through Robo-advisors(Wealthsimple managed) or buying XEQT/VEQT ?
@Algo_0001 - If you can learn to place an ETF trade (easy) and ensure you don’t panic at the next market downturn (harder), than buying an asset allocation ETF is superior to using a Robo advisor, in my opinion.
@Super Royal Stucco - Unfortunately, I don't offer any fee-only services, but keep watching the channel and you should be able to do this on your own in no time :)
What are your thoughts on Scotia banks new emerging market ETF called SITE?
@LearnWithKris - SITE is a traditional emerging markets equity ETF that targets large + mid-cap companies (unlike VEE and XEC, it exclude small-cap companies, so it is slightly less diversified).
However, it holds the underlying companies directly (not via a U.S.-listed ETF), so it avoids a layer of foreign withholding tax in all account types.
It also has a lower MER of ~0.18% (although it has the potential of a higher trading expense, as it is buying the individual companies directly).
SITE would be more comparable to BMO's ZEM, Mackenzie's QEE, etc.
@@JustinBenderCPM Thanks Justin.
What happened to Shannon?
@Ryan Maharaj - Haha, she’s too busy with her day job, she unfortunately doesn’t have time to make new videos. I might talk her into making a few more though ;)
@DIY Index Investing with Justin Bender Please tell her we'll miss her and I hope you don't go anywhere. We need smart Canadian RUclips channels like yours that are looking out for us.
@@ryanm7171 - I'll definitely pass along your message ☺