iShares Dow Jones US Total Market Ind (IYY)

All Comments on IYY

  • commenter
    Geoff
    Considine
    Jul 07 11:27 AM
    My Website
    Stress Testing Risk Metrics Pays Off: A Case Study Portfolio for the Sophisticated Investor [view article]
    hi WC:

    Actually, some of these funds are proxies for issues with shorter data sets but which have lower fees. Also, the projected future performance (long term) for recently outperforming asset classes such as energy and metals are substantially discounted from recent levels. This is a common theme in portfolios run through QPP and a number of my other articles address this issue.     Reply
  • commenter
    WC Whiner
    Jul 06 03:19 PM
    My Website
    Stress Testing Risk Metrics Pays Off: A Case Study Portfolio for the Sophisticated Investor [view article]
    A couple quick comments for Will.

    One, he's got a big metals/oils overweight, of about 10% on top of the ~15% materials/energy weight in index ETFs. That's worked really well for him the last few years, and may well in the future. Still, it's not going to have an inconsequential effect if those holdings pull back.

    Two, he's paying out fees where there are cheaper alternatives. IYY charges 20 bps, VTI only 7. EFA charges 35 bps, VPL and VGK charge 18. TRRIX charges 45 bps, while TIP charges 20. EWJ charges 59 bps, and COY despite selling at a discount to NAV charges 200+. Swap out a few of those names and you can save 10-20 bps a year over the entire portfolio and keep the same risk profile.     Reply
  • commenter
    SeekingAlpha
    Editors
    Dec 20 08:47 AM
    My Website
    Exchange-Traded Funds and Closed-End Funds by Asset Class, Type and Provider [view article]
    IIF and IFN are closed-end funds for India; and check out the articles on the India Stock Blog about the new ETF for India. Reply
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