54 min
Best in class ETF Q&A Sound Investing
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- Investing
Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.
What's the overarching objective of the Best-in-Class ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article?
Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?* What did Avantis say are the market conditions that favor or disadvantage their approach?* How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
Retail investors have a potential superpower versus institutional fund managers -- patience!
How many hours does it take Chris to update the Best-in-Class ETF recommendations?
JL Collins is a big proponent of the total market index. How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?
What happens when small-cap value becomes super popular?
Links: Best-in-Class ETF Bootcamp video and podcast
AAII article on Choosing Best-in-Class ETFsPortfolio configurator
Portfolio visualizer factor statistics, factor regression tool, and fund factor regressions.
Watch video here
Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.
What's the overarching objective of the Best-in-Class ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article?
Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?* What did Avantis say are the market conditions that favor or disadvantage their approach?* How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
Retail investors have a potential superpower versus institutional fund managers -- patience!
How many hours does it take Chris to update the Best-in-Class ETF recommendations?
JL Collins is a big proponent of the total market index. How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?
What happens when small-cap value becomes super popular?
Links: Best-in-Class ETF Bootcamp video and podcast
AAII article on Choosing Best-in-Class ETFsPortfolio configurator
Portfolio visualizer factor statistics, factor regression tool, and fund factor regressions.
Watch video here
54 min