Monday, May 10, 2010

Complete ETF List - March 2010

ETF Planet has just released its updated "Complete ETF List" for the first quarter 2010. The list is in excel format, and is free to download, modify, and use as you please. All data was freely obtained from www.morningstar.com, which is a great resource for ETF information. The list now contains 972 funds, including exchange traded notes. The file has two drop down menus: "Family Name" and "Morningstar Category", and displays the 3 month, 12 month, and 3 year performance.

Visit http://www.etfplanet.com to download

Sunday, January 10, 2010

3rd Annual "Inside ETFs Conference" kicks off

The 3rd Annual "Inside ETFs Conference" kicked off today in Boca Raton, Florida. The full agenda can be seen here.

The Inside ETFs’ program is designed to bring financial advisors up to speed on all the latest developments in the ETF marketplace. Over two-and-a-half days, our expertly chosen panels of investors, industry experts, academics and analysts will examine how ETFs can be used to create stronger risk-adjusted returns. Topics include:

How to choose the best ETF in each asset class
How to trade ETFs to get the best executions
How to build and/or select the best model ETF portfolios
Leveraged ETFs, commodity ETFs, fixed-income ETFs and other “hot topics”


2009’s event was voted a resounding success. 2010’s event will build on that success with an expanded format featuring dual tracks in the afternoon sessions. In addition, this year’s event features refined and deepened ETFs 101 and Advanced ETFs workshops on Sunday afternoon. Also in response to your feedback, the 2010 event will make expanded use of PowerPoint presentations, enabling speakers to better convey certain technical ideas and to share data more effectively.

Tuesday, January 5, 2010

Complete ETF List - Q4 2009

ETF Planet has just released its updated "Complete ETF List" for the fourth quarter 2009. The list is in excel format, and is free to download, modify, and use as you please. All data was freely obtained from www.morningstar.com, which is a great resource for ETF information. The list now contains 952 funds, including exchange traded notes. The file has two drop down menus: "Family Name" and "Morningstar Category", and displays both the 3 month and 12 month performance.

Visit etfplanet.com to download the file

Saturday, January 2, 2010

Best and Worst ETFs of 2009

Another year has come and gone, the dust has settled, and now its time to see who made our top ten best and worst ETFs for the year. To avoid duplication, we’ve eliminated the lesser known ETFs that essentially track the same assets as the more popular issues, as well as funds with built in leverage. As you can probably imagine, the top ten list was saturated with energy and emerging market related names. The best overall performer was the Market Vectors Coal ETF (KOL) which was up over 144% for the year. Other top performers in the list were the Market Vectors Russia ETF (RSX), the iShares MSCI Brazil Index ETF (EWZ), and the Market Vectors Steel ETF (SLX).

Best Performers for 2009:
1) 144.6% - Market Vectors Coal ETF (KOL)
2) 139.2% - Market Vectors Russia ETF (RSX)
3) 121.4% - iShares MSCI Brazil Index ETF (EWZ)
4) 112.8% - Market Vectors Steel ETF (SLX)
5) 103.8% - SPDR S&P Emerging Latin America (GML)
6) 102.9% - iShares MSCI Turkey (TUR)
7) 99.0% - SPDR S&P Semiconductor (XSD)
8) 96.6% - Claymore/AlphaShares China Small Cap (HAO)
9) 95.6% - B2B Internet HOLDRs (BHH)
10) 95.1% - WisdomTree India Earnings (EPI)

This year’s dogs are mostly long fixed income, and a few banking related ETFs. The worst performer, was the Vanguard Extended Duration Treasury (EDV) which is sporting a solid -35% return year to date. Following close behind at -23% and -22% were the PowerShares Dynamic Banking (PJB) and the SPDR KBW Regional Banking (KRE), respectively.

Worst Performers for 2009:
1) -35.6% - Vanguard Extended Duration Treasury (EDV)
2) -22.9% - PowerShares Dynamic Banking (PJB)
3) -21.9% - SPDR KBW Regional Banking (KRE)
4) -21.8% - iShares Barclays 20+ Year Treasury (TLT)
5) -13.4% - SPDR Barclays Capital Long Term Treasury (TLO)
6) -11.1% - PowerShares 1-30 Year Laddered Treasury (PLW)
7) -10.9% - iShares Dow Jones US Regional Banks (IAT)
8) -9.1% - iShares Barclays 10-20 Year Treasury (TLH)
9) -7.8% - PowerShares FTSE RAFI Utilities (PRFU)
10) -7.8% - PowerShares Dynamic Aggressive Growth (PGZ)

Our top ten best and worst lists were created using data pulled from Morningstar.com

Complete ETF List - March 2010

ETF Planet has just released its updated "Complete ETF List" for the first quarter 2010. The list is in excel format, and is free ...