Forum Posts

Mark Monfort
Nov 17, 2021
In General Discussion
Hi everyone and welcome to ETFtracker for all new members! You'd no doubt have heard about this site and joined either from the various Facebook or Reddit investing groups or more recently, you may have come via the Marcus Today newsletter. You also may be here after seeing ETFtracker Instagram, Twitter, TikTok videos or our videos with ausbiz and Livewire Markets or the podcasts we created or have been on. When I put that way, I do a lot in the ETF space and all of this is free too! This app is full of resources and links that can help you and if you're after anything specific that you can't find here then you can definitely reach out and ask as well. With all that said, given my current work load (I run a consultancy by day as well as a data association), I've only found time to keep up the weekly newsletter and podcast, update the ETF app with data (monthly stats plus weekly holdings updates) and that's about it. There are more plans to add app features and write more articles but they'll have to wait for now. One way members engaged recently was to ask for data reviews on single ETFs which we did via this Forum post (I'll be looking at fulfilling the other requests in time) so you might be interested in this: https://www.etftracker.com.au/forum/portfolios-and-etf-analysis/etf-analysis-video-review-list Anyway, just wanted to reach out to those who read the forums and wish you all the best with your investing journeys!
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Mark Monfort
Oct 18, 2021
In Portfolios and ETF analysis
New request came through from a member on their 5 ETF holdings so we'll take a look below - this is all data driven in terms of what we see with ETF holdings, performance and other metrics. Any opinions here are also not meant as financial advise but merely our review of what the data looks like for these particular ETFs. The ETFs mentioned are ASIA, ESPO, HGEN, IIND, QUAL First of all looking at holdings compared to each other we can see the following - there is not much in the way of crossover amongst them which is goo as having a lot of crossover would make you question whether you should have just bought 1 of the 2 ETFs if 2 were quite similar. In terms of reviews for these, some are already videos we've done so I post those as well a brief comment above. ASIA - popular way to play Asian tech but has been unloved as China cracks down on tech firms. Whether now is the right time to buy is not ours to say but if you believe the Evergrande crisis is behind us it is trading off its highs so recovery back to where it was could play in your favour. ESPO - newr but popular and seeing more flows go into it though did see a dip in September numbers. If you like gaming this is a good way to play the theme. QUAL - part of VanEck series on smart-beta. Well liked and there are good arguments for why quality is a better factor than value or momentum. Lot of good videos on this on ausbiz too. HGEN is a bit newer so no monthly ASX data yet for it but since it tracks a benchmark (the Solactive Global Hydrogen ESG Index - see https://www.solactive.com/Indices/?index=DE000SL0D1G5), would be worthwhile looking at performance of that. Past performance is not a guide for future but still interesting to see track record there. More info here https://www.etfsecurities.com.au/product/hgen IIND we haven't done a video for but from what we can see on our snapshots below, it looks positive. It's only been around since late 2019 but had some good returns. It's seen a jump in inflows in September and has just crossed the 1,000 trades per month threshold showing that it's becoming more widely used amongst ETF traders. Decreasing spread % is good and strong liquidity compared to peers. It does have a higher than average MER (average across all ETFs is 0.51/0.52% and this is 0.8%) but otherwise this is good. One big thing we notice with all these is they focus on specific sectors/themes and it does not follow the broad based core coupled with pointed thematic satellite investments (look up core-satellite investing for more). Thtat's not something that you have to follow but core investing in something broad based is a good hedge against risk but each to their own. Holdings look diversified and these ETFs have historic performance and other metrics that show these ETFs have been getting popular so if that's the belief that the industries these ones are in will continue then it's certianly worth investigating further, You can view all the ETF analysis videos on our YouTube page playlist for it https://www.youtube.com/watch?v=y4KHH6TLfkk&list=PLjC6E9VHX9Hh7Fa8Csa2hlWJmLVcONo01&ab_channel=ETFtracker We also publish these on our Instagram page too - https://www.instagram.com/etftracker/ If you're looking at something like this we hope its also helpful for you too.
New portfolio review request content media
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Mark Monfort
Oct 16, 2021
In General Discussion
Hi everyone who has joined the forum as an ETFtracker member. As a member you're able to make posts or ask questions in the various rooms here and I do give priority to those who become members. Additionally, you could just decide to subscribe at the bottom of the page here and both you and members will get the weekly email from me highlighting what's happened in the week. We used to just share the newsletter exclusively via email but that meant that old newsletters would not be seen by people unless you'd subscribed months ago when we started. So that's all on the blog. Here's a couple of things you might be interested in exploring on this site as well as our socials. All of this is meant to help you as an investor of Australian listed ETFs. The ETFtracker App This runs on desktop only (no mobile) and is freely available here: App - ETFtracker The App Guides On how to use the app you can find the guide here: Guide - ETFtracker Blogs We have a number of different areas including the Getting Started with ETFs series which ranges from where to listen, watch and read when getting started with ETFs (5 parts in the series so far). We also have the weekly newsletter called Exchange Traded Fridays which is an update on what's happening in the world of ETFs each week. In addition to this you can see our appearances in the Media or other ETF analytics related articles. Videos Because not everyone prefers to read so we also film it and that's on our YouTube channel with the playlist for Exchange Traded Fridays below. We've got a series called Interviews with Experts where we speak with different people from the ETF industry and get their opinion on topics important to know for investors. That's another playlist on the channel here. Additionally, we've also started an ETF Analysis series using the application we built to dive under the hood for ETFs. Podcast We also do a read through on our Spotify page called The ETFtracker Show of the Exchange Traded Fridays and Interviews with Experts series. Resources Other ETF apps can be found here: ETF Datasets ETF data resources are here: ETF Apps We also have a page called Google Finance Comparisons. Here we ceated groupings for ETFs is something else we created which to do the homework of helping investors find those logical groupings of Australian ETF peers. Forum You're on it here and you can check out other sections of this forum to ask other questions or see what others have asked as well. I also go on other forums on Facebook or Reddit to try and answer ETF questions there from time to time so check out the following Facebook - Equity Mates Investing Podcast Discusion Group Facebook - ETF Investing Australia Facebook - Passive Investing Australia Facebook - Rask Australia - Finance and Investing Socials Instagram - @ETFtracker Twitter - @ETFtrackerAU TikTok - @ETFtracker
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Mark Monfort
Oct 04, 2021
In General Discussion
Hi everyone, this week is week 12 (almost 3 months) of doing the weekly newsletter and I've finally sorted out a way to provide the back-catalogue of those newsletters on the site so that anyone can access them even if mailbox policies do any kind of blocking. The bigger the subscriber list gets the more chance there is of that. So what this means is that the weekly emails will continue but they will just be a summary that brings people to the newsletter on this website which will still go out at the same time as all previous newsletters, 7:30am each Friday. Access the Exchange Traded Fridays newsletters here: https://www.etftracker.com.au/blog/categories/exchange-traded-fridays
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Mark Monfort
Sep 27, 2021
In Portfolios and ETF analysis
Edit: Due to work commitments I've had to put a pause on the analysis reviews for a few days - will play catch up over the weekend/next week This is continuously being updaed - moving videos to the done pile and adding new requests to the bottom. Hi folks, following is a list of ETF Snapshot videos we've recorded and requests for new ETFs to be added which we'll record over the next few days. As we get more requests in the comments here or online (Insta/FB etc) we'll add more but use this page to keep an eye on what's done and still to do. ETF Analysis requests filmed so far VDHG - https://www.youtube.com/watch?v=HIf0BqQSwCA&ab_channel=ETFtracker QUAL - https://www.youtube.com/watch?v=uQjoaF_ynXE&ab_channel=ETFtracker IVV - https://www.youtube.com/watch?v=tZiRVFIcMu4&ab_channel=ETFtracker CLNE - https://www.youtube.com/watch?v=_NlaV5ZMmTw&ab_channel=ETFtracker QLTY and QUS - https://www.youtube.com/watch?v=wrQFOibvApk RBTZ - https://www.youtube.com/watch?v=pm8OAqXmUFI&ab_channel=ETFtracker CNEW - https://www.youtube.com/watch?v=qoH60jogCQE&ab_channel=ETFtracker ETHI - https://www.youtube.com/watch?v=KCPGnEeUrAA HACK - https://www.youtube.com/watch?v=XE1KJxW4Ycs&ab_channel=ETFtracker ACDC - https://www.youtube.com/watch?v=6S3gtZr5-iw&ab_channel=ETFtracker MVA - https://www.youtube.com/watch?v=rra5tkajIRQ&ab_channel=ETFtracker EMKT - https://www.youtube.com/watch?v=pEeh5N1Ep_s&ab_channel=ETFtracker MOAT vs QUAL - https://www.youtube.com/watch?v=iAbuBe77D90&ab_channel=ETFtracker NDQ - https://www.youtube.com/watch?v=LZAH9_V_-6A&ab_channel=ETFtracker ESPO - https://www.youtube.com/watch?v=rgLMQ52HMnA&feature=youtu.be&ab_channel=ETFtracker ASIA - https://www.youtube.com/watch?v=UVJ_qwnodns&t=1s&ab_channel=ETFtracker IJR and VSO - https://youtu.be/nIBE-Zzv0yU Example of ASIA here Other requests yet to be filmed (and likely filming dates to be seen on YouTube first then shown later on Instagram): Asian exposed ETFs (inc China but away from reg-risk if possible) QAU and Gold ETFs BBUS (on hold as underlying holdings are a bit funny on this one) SEMI (on hold as there is limited data for this so we'll need to dig in outside of the ETFtracker app for more info) Happy Investing!
ETF Analysis - Video Review List content media
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Mark Monfort
Sep 25, 2021
In Feature Requests
We had a feature showcasing the ETFs available per different brokerages but, this has been manual and tedious to be able to maintain so it will be removed as a feature in the app. Simply put, this feature showed up as a field in the ETFtracker app and upon selection of Raiz or Stockspot or other choices, the ETFs availalbe from those brokerages would be loaded for furhte analysis in ETFtracker. We may bring this back in future but users will have to load these manually for now. Removal will coincide with the merging of the ETFtracker app along with the holdings app.
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Mark Monfort
Sep 25, 2021
In Portfolios and ETF analysis
Hi folks, if you follow on Instagram or YouTube you'd see we have a few short videos in a new ETF Analysis series. I'll be adding more to this each week and the purpose is two-fold. 1) To provide insightful ETF analysis 2) To show you how you can use the tools here to do these sorts of analysis yourself ETFtracker YouTube - ETF Analysis series playlist Stay tuned for more new features and updates coming!
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Mark Monfort
Sep 22, 2021
In Feature Requests
New section for app updates so I can keep you guys posted as to what is going on with further development on this site. ETFtracker Apps Update First one off the rack is related to the ETFtracker app and the holdings comparison tool. A few weeks ago we were able to finally build something that enabled the comparison of ETF holdings across providers. Prior to that we could get the data but that sat across 6 separate holdings applications which, whilst quite visual and rich with data, did not enable easy comparisons. The holdings comparison tool (first app here https://www.etftracker.com.au/holdings) has been a very useful feature that many have used (as we can see by the massive increase in page hits there). But, there is still more efficiency to be gained. So, the next step is that we will be merging the holdings tool with the main ETFtracker app so that users can do it all from analysing ETF metrics and trends to looking at their holdings all in the 1 tool. A couple of screenshots are as follows. Getting Started Series Update Next update is that we are expanding on the getting started series which initially had links to articles, videos and podcasts. Our expansion will add new parts to that series with details on the types of ETFs out there, ETF data, how to analyse these and where to buy these ETFs. Part 1 was already out - https://www.etftracker.com.au/post/getting-started-with-etfs Part 2 came out today - https://www.etftracker.com.au/post/getting-started-with-etfs-part-2 Stay tuned for all of the above coming out over the next few weeks.
App Updates - 22nd September 2021 content media
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Mark Monfort
Sep 17, 2021
In General Discussion
Hi folks, to make life easier for you (and for us) we're going to consolidate the Holdings tools into 1 app. Instead of the separate 6 apps and 1 comparison tool being listed we're just going to have the comparison tool. This does mean that the dashboards enabling the extra charts and geographic exposures for some ETF providers will be unavailable but we need to do this as we consolidate towards an easier to navigate experience. The ultimate goal will be to have an all-singing, all-dancing, all-in-one tool but we need to go on these steps on the journey to get there. Hit me up if you need something specific and we'll try to accommodate. Happy Friday and happy investing!
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Mark Monfort
Sep 14, 2021
In Portfolios and ETF analysis
Hi everyone, wanted to list something we saw as a potentially helpful tool in your investing journey. It's from one of our ETFtracker members here @planetfinance who's built a couple of investment (and other sheets). We like trackers over here hence the ETFtracker name but these ones dive into your portfolio a bit more and since they're on Google Sheets you can use them to look at multiple asset classes across regions. Check it out here in our Resource/ETF Apps page https://www.etftracker.com.au/etf-apps
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Mark Monfort
Sep 13, 2021
In Videos and Podcasts
First part of a 2 part series from Morningstar's Investing Compass series - focused on ETFs for these 2 https://open.spotify.com/show/70E7mbBaJOFuVQOGhxWsK3
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Mark Monfort
Sep 10, 2021
In General Discussion
Hey everyone! Happy Friday! A busy one for us as we had an ETF newsletter and podcasts out today as well as an appearance on ausbiz chatting about the market updates (and some holdings analysis). Before we get to that, a big welcome to new members from the last few days @sotingreza @Raghav Malhotra @bottledwater @Junaid Noor @rosemary1803 @egrinevitch @brandon-stumer @Dean Gilbert @Andrew Tester @tonyr79 @PD Welcome everyone to ETFtracker and the forum. Feel free to ask questions here or check out what we've analysed. Look at the ETFtracker apps and stay tuned for updates. Today we had the ETFtracker newsletter out in the morning and you get that in your inbox as a member. Also, we had the recording of the podcast out on YouTube: https://www.youtube.com/watch?v=Ivmbbv1iHbY&t=1232s&ab_channel=ETFtracker and Spotify: https://open.spotify.com/episode/7zBxOOVVEUBQhJQymEGwdI Finally, we got to share some ETF analysis on ausbiz https://www.ausbiz.com.au/media/etf-funds-continue-to-build-driven-in-part-by-esg-investors?videoId=14597 Have a great evening and happy investing!
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Mark Monfort
Sep 10, 2021
In Videos and Podcasts
Video: https://www.ausbiz.com.au/media/etf-funds-continue-to-build-driven-in-part-by-esg-investors?videoId=14597 We got to get up on the ausbiz stage today to chat ETFs so that was a lot of fun as always. We spoke about the overall ASX market metrics ($123bn FUM, $3.5bn inflows, 2.2% average returns) and also dived into a bit of ESG holdings comparisons... in the example we showed how there's some similar global ESG and domestic ESG ETFs as well as those that are quite different (e.g. CLNE and ERTH are similar to each other but dissimilar to other global ESG ETFs). We'll be coming out with an ETF app that allows you to do this sort of analysis too so keep an eye out! Check out ausbiz at www.ausbiz.com.au if you haven't already signed up (it is FREE).
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Mark Monfort
Sep 09, 2021
In Portfolios and ETF analysis
We recently got asked to look at a couple of ETFs for a user who has IVV, ETHI, NDQ, IOZ and VDHG. Here's some analysis we can do. This is not financial advice, it is merely looking at what's under the hood of these ETFs and how historical trends have behaved across various metrics for these ETFs. Firstly, we'll take a look at how similar some of these ETFs are with each other using a cross-ETF Issuer holdings tool we've built and is now all available in the main ETFtracker app (https://www.etftracker.com.au/the-app). Using this tool we can see that IVV and NDQ have quite similar holdings and with some similar names coming through in ETHI. We haven't added VDHG's underlying holdings but we can see that VDHG holds VAS, VGS, VGAD, VBND, VISM, VGE and VAF. As the biggest are VAS (36% of VDHG) and VGS (27% of VDHG) I'll add that to see what things look like. We can see there's quite a bit more crossover as VGS matches a lot of NDG and IVV and VAS is a match with IOZ for the most part. You'd either own VDHG on its own perhaps with ETHI or you'd look at ETHI, IOZ and either IVV or NDQ. But just because there's crossover (which can lead to fee double ups) does not mean that this is all you need to know. We'll now go to the ETFtracker main app and look at some ETF Snapshots. VDHG - we'll start with this one as it's potentially an all in one kind of ETF that this individual might need. Per the snapshots we get some info and links to the ETF fund page (and Google Finance for up to date pricing) as well as 6 key charts. Returns chart shows us the August returns were 3% and cumulatively since pre 2018 its returned +40%. It's been growing per the net inflows chart and transactions increasing. It's bid ask spread % (see tradability) has been going down meaning its easier to trade. Dividend yield (a measure of quality) has been on the rise and the fees have stayed consistent (last chart). In the ETFtracker app, for the first 4 charts, user can dive in depeer and explore more statistics if they want. Let's look at ETHI from BetaShares next. Similar story here. Great returns and trending up, increasing in net inflows (a sign of popularity) and seeing many more trades a month than before (3rd chart). Tradability wise we can see spread % heading south (a good thing) and the user can explore that tile more by clicking on the arrow to also see if liquidity is going up. Distribution yield has been strong in the last couple of months and you pay a higher cost for this (MER %) but it looks like it could be worth it depending on what else your'e holding. Other ETFs can be looked at using these tools but we'll leave it at those for now. We only cover the metrics you see above but there's more info you can look at as you'll need to consider how this fits in with your other investments and you'll get a lot more info from the fund websites. The good thing we've done is collate all those fund web addresses so you can go to them directly from our app. This user is looking at an interesting set of ETFs and if they're is interested in some of these broad based ETFs along with some ESG, they're looking in some great areas. They just need to decide what they want to do about potential double ups. If you're interested in seeing how your ETFs look, try out our desktop tools or message us to see how we can help.
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Mark Monfort
Sep 08, 2021
In ETF Market Updates
Hi all, Latest ETF market stats out from the ASX - showed total market now just under $123 billion and overall positive returns with an average 1-month performance of +2.2% Check it out in the latest app update on https://www.etftracker.com.au/the-app Also check this example of using the new app to explore the data.
Latest ETF market stats out for August 2021 content media
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Mark Monfort
Sep 06, 2021
In Portfolios and ETF analysis
We already have ETF holdings apps covering 170+ ETFs on the ETFtracker site (https://www.etftracker.com.au/holdings) but these are in separate applications. You can compare across issuers as the apps all sit on the 1 page but this is not super ideal. Now we've started work to enable users to compre across ETFs across issuers in the 1 app. Here's an example looking at Aussie ESG ETFs. This table shows E200, FAIR, GRNV, IESG and VETH. The totals at the bottom are 100% as that's showing what the holdings I cover add up to in the ETF. The totals on the side are sums of the particular holding so we can see CSL is the biggest being across all 5 ETFs here and CBA despite only being in 2 has a large weighting across those. Because naming conventions are different across the issuers (based on who they use as their data provider) when we expand, we can see that some holdings have different names but the same ticker. Here's another comparison looking at global ESG ETFs. AAPL and MSFT are the biggest weightings but they don't exist across all those ETFs. If you're interested in particular comparisons let me know and I'll run the data for you.
ETF Holdings Analysis across ETF Issuers - COMING SOON content media
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Mark Monfort
Sep 06, 2021
In ETF Market Updates
https://www.theaustralian.com.au/business/wealth/alex-vynokurs-etf-provider-betashares-hits-20bn-milestone/news-story/95bc3a8f0288a161aeca9d5cc6c7ef16 Article from the Australian highlighting that BetaShares have crossed the $20 billion FUM threshhold. We don't yet have the ASX data but up to July 2021 we can see they hit $18.5 billion. Well done on the team for achieving this and coupled with all the new innovations from other ETF issuers it is great to see for local ETF markets.
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Mark Monfort
Sep 02, 2021
In General Discussion
Hi all, welcome to the new users @Tim MEc @Jim Okere @jegibson33 @scottless @samp @benredward (and sorry to anyone else I missed). who've arrived this week and last. Now that you've signed up, you'll get access to the weekly newsletter that comes out tomorrow (and each week). Whilst you get this in your inbox, you can also listen on Spotify or the Podcast menu on this site as well as on our YouTube channel. Links below. The ETFtracker Show on YouTube The ETFtracker Show on Spotify Our Podcast page If you have any questions or suggestion feel free to shout out to us. We are here to help.
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Mark Monfort
Sep 02, 2021
In General Discussion
Interesting piece from the AFR's Chanticleer on bitcoin regulation given the Square/Afterpay deal seeing a company list which is heavily reliant on bitcoin trading. This has some implications for ETFs too as we can see below. Whatever vehicle structure it lists under, if it makes trading crypto easier its going to be a net positive for investors.
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Mark Monfort
Sep 01, 2021
In Videos and Podcasts
Have you guys heard of What the Flux? They do daily business/market news updates and they're great as the content is all bite-size - like 5-6mins in length. Great for those on the go that's for sure - check it out on Spotify or your favourite podcasting app - https://open.spotify.com/show/3qJmuhoinS5aZhQpFnNF7X
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Mark Monfort
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