Welcome to Issue 11 of Exchange Traded Fridays for the week ending 1st October 2021. In this week's news we saw some stuff on the gender pay gap and how ETFs are helping, investors getting in the clean energy sector and globally there was more chatter on bitcoin ETFs. We also have another update to the ETFtracker app as it continues to journey towards becoming even more useful for users. This time it was about combinations and bringing together the ETF Holdings Comparisons tool with the main ETFtracker app. We'll still run both for a bit longer but eventually you'll only need to go to one page to get the data you need to help you with your investing. Also this week, we spoke with Angel Zhong of RMIT for our Interviews with Experts. She gave us the research/academic view on ETFs and trading. What's in this newsletter?
Local ETF Articles
Global ETF Articles
Tweet of the week - Gen-Z ETF
Chart of the week - Lehman Brothers in stories
ETF Education - Rask Australia on Fees and Spreads
ETFtracker App Links
Listen or Watch
Articles - Local ETFtracker App Update - Merging Holdings and ETFtracker data - We just keep coming out with updates over here. I blame lockdown for all the spare time on weekends but you get to benefit and this ones a big one as we merge (finally) the holdings app with the main ETftracker app and even add some additional features. Check it out. Rask - 2 quality ETF's I'd buy in October - In this article from Jaz at Rask she goes through QLTY and MOAT from BetaShares and VanEck respectively. As usual there's highlights of performance, what they hold and their costs. Short but sweet! Financy - Young women helping to close gender gap in ETFs - This article goes through the way in which ETFs has helped bring back some parity in the wealth game especially as the ETF asset class just sits behind Aussie equities and investment property and how millennials are leading the way. AFR - Investors bank on ETFs to access clean energy sector - Market data and stats showing the growth of clean energy ETFs like CLNE, ERTH and ACDC with a new one coming from ETF Securities (HGEN). There's some details of each in the article too so worth a read.
Articles - Global Financial Times - Direct exposure to crypto might be better than ETFs, executives say - Another article looking at the potential of an ETF wrapper on top of bitcoin and how this could significantly open up the markets given how easily financial advisers could use it. The question is whether its too late as investors might already be getting exposure directly to bitcoin themselves. Jury is still out. Yahoo Finance - 10 Most Heavily Traded ETFs of Third Quarter - showcasing the most traded US ETFs with some familiar names we see in Australia and many new ones. Useful info if you trade global ETFs.
Videos ETF Snapshots - This set of videos is part of a new ETFtracker Analysis Series where we use the various tools we've built to do a quick yet deep dive into the metrics driving ETFs as well as their underlying holdings (where availalbe in our app). We have reviewed quite a few including QUAL, VDHG, IVV, CLNE, QUS, QLTY, RBTZ, CNEW, ETHI and have more on the way.
ausbiz - What's next for ETFs - FAANG cloud computing? - 29th September - In this episode, Chad Hitzeman from ETF Securities talks about the Nasdaq selloff and the TECH and SEMI ETFs they have over there. 5mins ausbiz - Green infrastructure and green reporting; diversifying your ESG exposure - 28th September - per the show notes, "ETFs meets ESG in this chat with Adam O'Connor from Betashares. He tells us that the new way to approach climate-conscious investments is to diversify and think more critically about what the companies/ETFs in your portfolio actually invest in." 5mins ausbiz - Aussie retail investors are flocking to trading platforms - 27th September - per the show notes "Andrew Tunny from Investment Trends shares his latest research into the rise and rise of the retail investors, using online trading platforms. Is this a new mega trend – online retail in the ETF space. So what is the profile of these investors, and Andrew offers three reasons why they prefer an online platform." 6mins ausbiz - How ETF investors can profit from the Evergrande crisis - 27th September - per the show notes "When it comes to getting exposure to China, you might be a little nervous even if you're an ETF investor. Damon Gosen from VanEck says he's observed a divergence between headlines and sentiment. Damon says some context is needed given the much bigger problem are declines on the ASX 200, S&P 500 and the MSCI World Index." 5mins ausbiz - From gold to FAANG+; a tour of the ETF universe - 24th September - per the show notes, "Kanish Chugh from ETF Securities reviews the gold market and corresponding ETFs after a very volatile week. Kanish says the uncertainty around Evergrande led to some buying in the precious metals space. Traders are making moves and doing it in large swathes. But what for the other end of the story and in particular, growth names like the FAANGs?" 4mins The ETFtracker Show - Interview with Experts - Episode 7 - The Academic - In this week's episode we chat with Angel Zhong, a lecturer at RMIT who has been in the news talking about retail investor trading. Whether its The MarketLit Conference, the ABC News or The Conversation or even the AFR, Angel's work has been of interest especially as many retail traders jump into ETFs. 25mins
Podcasts The ETFtracker Show - Interview with Experts - Episode 7 - podcast version of the video we had with gues Angel Zhong above. 25mins The Australian Finance Podcast - Equity Mates | Approaching investing with curiosity - Per the show notes, Owen and Kate bring Alec and Bryce from Equity Mates onto the show for a wide ranging discussion on their investing journey, book launch and experience starting a media company (plus, a small Melbourne earthquake interruption). 47mins
Tweet of the week Just when you though you'd seen it all, there's the Gen-Z ETF. Check out this post from Eric Balchunas for more details as to what's inside it. https://twitter.com/EricBalchunas/status/1443307785928724485
Chart of the Week
This chart is from The Compound and Friends episode latest episode and shows the story count of how many times Lehman Brothers has been mentioned especially as the Evergrande crisis has been likened to it. It's been at a high in recent days but it's not the first time and will likely not be the last either. Interesting for context given where we are.
Further ETF Education
Rask Australia - ETF Fees, Taxes & 'Spreads' explained - Great video on a commonly asked about questions from investors differentiating between management fees (MERs) and brokerage fees as well as the importance of considering factors like spreads.
ETFtracker Resources Access the ETFtracker Apps
Access to the newest version of the ETFtracker app is here: https://www.etftracker.com.au/the-app
Access to our holdings analysis tools are here: https://www.etftracker.com.au/holdings
ETFtracker Forum If you're not already a member of the ETFtracker Forum then please sign up - you can access conversations and share ideas amongst peers for free. Sign up is free: https://www.etftracker.com.au/forum
Podcast and Videos Before we go further, if you'd prefer to consume all this content in more convenient forms of media, we've launched The ETFtracker Show as a podcast and video and Exchange Traded Fridays comes at the end of each week. Additionally, we've launched a series of interviews with various ETF market participants.
You can also access the podcast directly on our website here: https://www.etftracker.com.au/podcasts
Watch us on ausbiz
If you missed our previous newsletters you might not have seen the latest ausbiz updates which mean you can now follow your favourite experts so if you want to ETF updates from ETFtracker (and others) then sign up here: https://www.ausbiz.com.au/?rh_ref=markd1d0
Once you've joined you can go to my page and add me to your watchlist too: https://www.ausbiz.com.au/expert/mark-monfort?expertID=179
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