XLV
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Ticker: XLF
Holdings: 67
Holdings: 67
SELECT
MIMIC
ENHANCE
GOAL:
Name: Financial Select Sector SPDR Fund
Fee: .2%
Fee: .2%
MIMIC:
Similar performance and volatility:
Similar performance and volatility:
- Direct stock ownership and control
- Availability to harvest tax losses
- Concentrated exposure, custom exposure
- No Management fees
Enhance:
Similar performance but with an enhanced alpha profile (half ETF, half stocks)
Similar performance but with an enhanced alpha profile (half ETF, half stocks)
- Direct stock ownership and control
- Availability to harvest tax losses
- Concentrated exposure, custom exposure
- Half the Management fees
Select:
Draws from the same universe but strictly focused on alpha
Draws from the same universe but strictly focused on alpha
- Direct stock ownership and control
- Availability to harvest tax losses
- Concentrated exposure, custom exposure
- No management fees
Contrary to what big finance would like you to believe, ETF’s are not the answer to every investment idea!
Pick a goal and an ETF and explore stock ownership as an alternative to paying fees to corporate America!
ETFs are dead. Try this instead...
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