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| BondsOnline.com: instant access to and extensive coverage of over 3.5 million stocks, bonds, indexes and other securities covering major and emerging markets and exchanges across the globe. |
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| Bonds Online |
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| 5/10/2013Market Performance |
| Municipal Bonds |
|---|
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S&P National Bond Index
|
3.00% |
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S&P California Bond Index
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2.96% |
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S&P New York Bond Index
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3.13% |
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S&P National 0-5 Year Municipal Bond Index
|
0.70% |
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| S&P/BGCantor US Treasury Bond |
400.09 |
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| Income Equities: |
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| Preferred Stocks |
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S&P U.S. Preferred Stock Index
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848.03 |
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S&P U.S. Preferred Stock Index (CAD)
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636.26 |
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S&P U.S. Preferred Stock Index (TR)
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1,701.05 |
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S&P U.S. Preferred Stock Index (TR) (CAD)
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1,276.26 |
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| REITs |
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S&P REIT Index
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174.07 |
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S&P REIT Index (TR)
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425.30 |
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| MLPs |
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S&P MLP Index
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2,469.58 |
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S&P MLP Index (TR)
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5,428.50 |
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See Data
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ETFs Vs. Mutual Funds: Is Cheaper Better? |
Seeking Alpha - Nov. 2, 2011 - by Jon R. Orcutt
This weekend, while scrolling through the various financial websites I frequent, I saw a statement that made me question my own portfolio. That statement was, "Anyone who owns mutual funds instead of ETFs is a bumbling idiot." Being that I own and prefer mutual funds to ETFs I started to wonder if I too was an "idiot."
I certainly agree that the rise in popularity of ETFs has been a good thing for individual investors. I encourage all investments that provide more access to the markets for everyone. The question is, does the performance of the ETFs hold up against mutual funds? I do not rely on words to tell us the story so I thought it would be interesting to look at the data with an apples-to-apples comparison.
In my own personal portfolio I own shares in mutual funds covering 13 different equity asset classes. Those asset classes are as follows: Large Cap Value, Mid Cap Value, Small Cap Value, Foreign Large Cap Value, Foreign Mid/Small Cap Value, Large Cap Growth, Mid Cap Growth, Small Cap Growth, Foreign Large Cap Growth, Diversified Emerging Markets, Gold & Precious Metals, Real Estate, and Broad-Basket Commodities.
Now I will examine the returns by comparing an ETF for each asset class, from its inception date, to the mutual funds I personally own. The end date for each calculated return is 10/28/2011 and the returns are:
Large Cap Value (ETF Inception Date 3-4-05)
Powershares Dynamic Large Cap Value (PWV) +46.44%
Yacktman Focused Fund + 76.68%
For the complete article.
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