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@ElonMuckX

11 ай бұрын

Be careful with ETF's, some are shorted heavily by Hedge Funds, just as much as Hedge's short AMC/APE/GME/etc. You can see it when, over the long term, they don't go up much.

@kalayabanathhumblegadite2884

5 ай бұрын

Thank you for this, I was looking at the wrong video first. I saw someone on linkedin speaking about ETF's and I was intrigued. Thank you for all your videos

I love ETFs. Find about 3 that are really good that you like. Buy them and keep buying them over and over and over, adding more and more shares as the years go by. Reinvest your dividends and stay the course. Practice that discipline and you will likely be very glad you did one day. The younger you are when you start, the better.

@hgyt4658

Ай бұрын

Do you have to report your dividends to irs even if you reinvest?

The 85% of funds managers underperforming the index provided is for any single year. More impressively and importantly is to look at that figure over 5, 10, and 20 years, where it increases to 90, 97, and 99%. That makes for a more than compelling case for index investing, and how very rare the likes of Peter Lynch truly are.

@harleycartley3138

10 ай бұрын

Didn't realize the vast majority were that poor!

@gagnecaron658

10 ай бұрын

I've only sat down with 3 financial planners and 2 stockbrokers in my time to discuss investment planning and funnily enough, none tell you this fact.

@ericwilde4583

10 ай бұрын

@@gagnecaron658 Most of the people railing against passive investing also just happen to be active managers themselves. It is wise to look for a fiduciary CFP when starting out. I went with James Fletcher Brennan and I have had awesome experiences with him. Going from $25k to $90k in 8 months. I can say that's over-performing the index and S&P 500

@stanleyfujiwara1394

10 ай бұрын

That's because funds have to constantly move with the market. If you are a long term investor that just buys and holds you can easily beat the market. If you just invested in the FAANGM stocks over the past decade you would have killed any index fund.

@alex2143

9 ай бұрын

​@@stanleyfujiwara1394"you can easily beat the market" Who to trust, Warren Buffet and Charlie Munger saying it's incredibly hard to consistently beat the market, who advocate for index funds for the vast majority of investors despite being active investors themselves, or... who are you again?

Thank you so much Brian. I just learned so much! You make it very easy to understand.

Thank You Brian for the information. But one critical point need to add is that majority of retirement accounts (like 401k, 403, 457) won’t allow customer to buy ETF and they have been forced to choose only index funds.

@clos3530

11 ай бұрын

You wouldn’t want to buy ETFs in a retirement account due to the nature of retirement account being tax deferred. You want mutual funds due to the active management

@randy74989

11 ай бұрын

@@clos3530 Index Funds are NOT actively managed. ETFs are more tax efficient; especially in taxable accounts.

@clos3530

11 ай бұрын

@@randy74989 again their can be index mutual funds and index etfs. Both are a basket of stocks however etfs the stocks are traded less within the fund causing less capital gains.

@Hawkinna

11 ай бұрын

I’ve found that most let you choose annuities or mutual funds.

@Starscreamious

11 ай бұрын

@@clos3530 You can buy ETF's and stocks in an IRA so that's not why. I think it's because of the kickback your employer gets due to the index funds higher expense ratio. Either that or people (all of our employers) are dumb af and are pissing away our retirement.

I'm currently aiming to refrain from initiating new purchases to steer clear of potential pitfalls in a bear market scenario. Earning profits in stocks proves challenging when institutional investors are primarily responsible for the selling pressure. I did come across an article highlighting individuals who managed to achieve gains of up to $150,000 amidst this market downturn. However, I'm curious about your thoughts on the best stocks to consider purchasing at this juncture or placing on a watchlist?

@bernadofelix

9 ай бұрын

I agree, reason I have all my invt-decisions ran through a coach on a daily-basis, it’s been 3years and counting and I’ve grown over $2million in gains, my coach's-analysis so far has steered me off losses and troubled waters and guided me make the most off major-breakthroughs in the mrkt, and esp. in this downtrend, her safe haven asset- trading, short-selling, ETF shorting skill-set are very essential..

@bernadofelix

9 ай бұрын

​ Sure, the inv-coach that guides me is Margaret Johnson Arndt, she's popular and has quite the audience, so it shouldn't be a hassle finding her, just search her

@tiansrealm

Ай бұрын

9😅

@alfresua2772

15 күн бұрын

😅

Thank you Brian! This is exactly what I need ❤️🥰

Hands down the clearest explanation I've found. Thanks for the video!

I think you meant to compare mutual funds and ETFs. You can have an Index Mutual Fund and an Index ETF as well as actively managed versions of each. That was one of the best comparisons I've seen of Mutual Funds vs ETFs. I personally prefer ETFs as well. You also have other options that you do not have with Mutual Funds, like Stop Loss orders.

Thank you for the education on this, as always super helpful.

You make it very easy to understand the two...

Thank you Brian for the great work!!

Hey b long time. You’re still out here killing it. Have a great week!!!

@clearvaluetax9382

11 ай бұрын

Long time no see Just K! It's always great to see you and I hope you have a great week as well! =)

Excellent channel! We appreciate all that you do!

Thank you Brian!

I think you meant to say mutual funds not index fund. Index funds can be both mutual funds and etfs. Index fund just means it’s a fund that follows a particular index such as s&p or russel 2000 etc.

@andrewgeissinger5242

7 ай бұрын

He's confusing people with his odd use of terminology.

Thank you for your videos.

I’ve been investing in ETF’s for a few years now. I have the majority in VTI which is a total index fund but I also have a small cap, mid cap, emerging market and real estate ETF for diversity. At the moment they are down a little after the events of the last couple of years but I’m confident they’ll come up again soon. Everything I’ve researched also says ETF is better than index funds

@NJ-500

2 ай бұрын

How much do you have in ETFs

Great video, thanks Brian

Great detailed explanation

Thanks Brian, very helpful. Will you be able to make a video about ELNs, JEPI, JEPQ? Thank you again!

Appreciate the education 👍🏼🙏🏼

Thank you for the video I was unaware of the tax implications of a Index Fund vs ETF and learned something new today. If you had an Index fund in a roth, the tax implications would be irrelevant right?

Always great info! Thanks

I've been buying a few shares of SPHD for years now. It's a monthly dividend ETF. It's nice watching your money work for you lol.

Awesome video! Best explanation of index funds and etfs I have heard so far on the internet! any thoughts on passive versus active etf?

@clearvaluetax9382

11 ай бұрын

I think passive ETFs are generally better.

Thanks for the info 👍

the majority of my day trades are ETFs. both leveraged (3x) and hedged (inverse). hedged pairs like TQQQ/SQQQ works great during current volatile markets. other pairs i use are YINN/YANG, BITI/BITO, UCO/SCO, SOXL/SOXS. you win when you lose.

@hukimseng

24 күн бұрын

Great idea it seems

SCHD is a solid choice

Hi Brian, im a big fan. Can u make a video on how we can prepare ourselves for either Hyperinflation or Depression or both, please. Thank u.

I prefer ETFs because you can make limit orders and stop orders unlike with normal index funds.

@briandadude

11 ай бұрын

Found the speculator

Love this content. I need more good stuff to drag me out of the unproductive rabbit holes I can go down : )

Thanks for the video.

Very helpful thank you!👌🏽🙏🏽

Thanks for helping us understand

This is so clear and concise. I understand now!

Thank you for sharing about index fund and ETFS very clearly appreciate your video ❤ thanks.

This was an awesome video. Thank you very much!

Great simple and no nonsense video. Please keep up the good work.

One other consideration is that (at least at Vanguard) you can set up automatic investments for index funds but not ETF's

I never knew that ETF is more tax efficient than Index Funds. I already have a bunch of Index Funds on my Roth IRA account. I was contemplating wether to invest in ETF or Index Funds on my taxable brokerage account. After watching this video and some of your videos on Index Funds and ETFs, I decided to go with a S&P 500 ETF on my Taxable brokerage account. That way I could sell cover call options in the future for more passive income.

@briandadude

11 ай бұрын

ETFs are not necessarily more tax efficient at Vanguard. This is a common misconception

@clos3530

11 ай бұрын

You shouldn’t be concerned with being tax efficient in a retirement account since all gains are tax deferred anyways. Mutual funds and etfs are the same in the sense that they are a basket of stocks however etfs are more passively managed meaning less capital gains. Mutual funds that you are buying that are index oriented towards the S&P is more active where the money managers are trying to achieve the best return possible. Within your taxable account if you are just getting started it’s best to buy A share mutual funds which pays the fee upfront but then you never pay a fee again. If you have a large amount to invest up front then you can look at etfs

@ljrockstar69

10 ай бұрын

It is good to have some in mutual funds.

I really enjoy watching your videos. They’re so thorough and informative. Thank you so much!

Finally got it lol, thanks 😊 Time to learn how many markets work

Thanks for breaking it down very simply. I knew Index funds and ETFs were extremely similar but didn't know the exact details. It seems like ETFs are the way to go.

@hakseakang2458

10 ай бұрын

I think it needs to be clarified that the title of the video should probably be index funds vs index** ETFs. ETFs can be actively managed. Good video!

Thanks Brian

Thanks i love the tax info also

Great job! keep going my knowledgeable friend

Another awesome video my brotha 🫡

@clearvaluetax9382

11 ай бұрын

Always great to see you my friend!

@lilramborambo4399

11 ай бұрын

@@clearvaluetax9382 🫡🤑🤑🤑🤑🤑

There are some ETFs that are actively managed for a slightly higher expense ratio.

I put index funds and ETFs in Roth IRA and ETFs and Stocks in regular brokerage

hey Brian! i really appreciate your yt videos they are super valuable, when is your next upload?

Very good video. Thank you!

best video I've seen on the topic. Everyone else just gives surface level information

Excellent review Brian!

Thank you so much!

Thank you for explaining this. It is so valuable to have people who can communicate these financial things that should have been taught in schools. Thank you.

Great video! I invested 40-60% of my income, over the last years, in equity index funds, ETFs and individual stocks, which allowed me to retire in my 30s!

Thank you, I'd learned a lot about stocks especially ETF and Index Fund since I'd started last year. I wish I knew this when I was in my teen.

@MarkDanger777

11 ай бұрын

You and me both brother

@RobertaPaes-mh1sq

11 ай бұрын

I wish too

Amazing explanation. you doing great.

Thank you! I am still thinking that to choose but you opinion confirm me that ETFs for me is better right now. Thank you for your useful content I followed 🥰

Interesting. Thanks.

Great Video

Thank you 🙌🏽

Hey fella i love these videos and this channel. I am unsure how to evaluate liquidity and volume in ETFs. Most of the ones i find seem fairly low

I love when you do these type of videos Brian. I do have a question for you though. A few days ago I listened to the video that you did regarding our countries short term solution regarding the debt ceiling. Being that we are kicking the can down the road for the next two years it sounds like this move can have a significant affect on our already fragile economy. With this in mind, do you feel that the stock market will also be affected significantly by any economic volatility in the future?

@briandadude

11 ай бұрын

Always be buying. Ignore the noise. Focus on your savings rate.

Index fund are perfect for IRAs and 401k, ETFs are great for your regular taxable brokerage accounts.

@briandadude

11 ай бұрын

ETFs are more work because you can't automate the buying and have to buy exact amount based on the ETF share price.

@higiniomorales459

11 ай бұрын

@@briandadude - depends on the brokerage you use, I can buy fractional shares of any ETFs on robinhood. Also vanguard now allows you to also purchase fractional shares of ETFs as long as you'll buying "their" ETFs.

@briandadude

11 ай бұрын

You’re right! I see Vanguard toting it now. Thanks for the heads up

Thank you very much for all your opinions n education Single mom 🇺🇸

I need peoples opinions/insight. Brian you were reading my mind on this video. I’ve been researching etf’s vs. index’s. I’m leaning towards ETF because I plan on putting more than 6500$ a year into this vs. most index’s I’ve seen are Ira/Roth Ira. I have no plans to touch this money for at least 15 years. Will I have to pay taxes on any of this yearly or just years down the road when I begin withdrawing? Thanks for any help.

Thank you so much for explaining. I have both VTSAX and VTI, which are identical to each other. Seems pointless to have both and I couldn’t make up my mind whether I should keep both or get rid of one or the other. Based on the differences you shared, I think I’ll keep the ETF and get rid of the index fund just to simplify it. I don’t have much in the index fund, just the minimum amount required to have it, so I’m not too worried about tax implications.

Thank you for your amazing videos! You know how to convey investing better than any other investor I’ve heard on KZread.

thank you.

Your explanation is realistic and straight to the point. l watch several video's on how to trade in the market but haven't made any headstart because they are either taIking some gibberish or sharing their story of how they made it. And l don't want to make mistakes by taking risks on my own

@LoganRoss-kx2zy

10 ай бұрын

invest with an expert is the best strategy for a beginner's and busy lnvestors. because most failures and Iosse on lnvestment usuaIIy happens when you lnvest wlthout proper guide. l'm speaking from experience.

I think people in the comments were confusing the indexing part versus the actively managed part of being either a mutual fund or an ETF. Here, he's comparing the non-managed indexed versions. Also, I've never seen an ETF in an employer's retirement plan, and they always discouraged "day trading" (places I worked) when people would try to play the market by switching funds frequently within their 401k's (even though it would take a couple days). Only until I was able to transfer that money out of there into a brokerage IRA account was I able to trade ETF's.

Love ETF and Index funds I learned about index funds and ETF from a wise man back in the 1990s it's something not taught in public school. I wish it was. You literally can become a millionaire in ETF and index funds. Can you make a video of how it's done

@Kevinw4040

11 ай бұрын

I’d be a millionaire now if I’d known about them in my 20s. 52 now and that’s depressing.

@BecamePneuma

11 ай бұрын

HODL. There is your answer.

@mrlion2022

11 ай бұрын

@@BecamePneuma the 🐢 🐢 always win

@Rust_Rust_Rust

11 ай бұрын

​@@Kevinw4040 I'm in my early 20s right now

@RobertaPaes-mh1sq

11 ай бұрын

Can you put me through how I can do this 😢

Is it worth investing now like VOO? Or wait it out awhile???

VOO is my favorite.

@Jbertrand1977

11 ай бұрын

VOO and QQQ for me 😊

Hello Brian how are you doing today sir ok, but have you heard of air quality concerns on other side of USA.

Voo, Vit, DGRO, SCHD, Vym are all solid etfs.

Can you talk about annuities and pros and cons?

how about dividends and tax? and auto re-investing features?

Would be curious to get book recommendations by you

ETFs doing better than my own stock picks so yeah etf is great for passive investing

If you want to be simple and long term investor that doesn't want to keep looking to the price movement. Just Invest and forget. Index fund is for you. No emotions involve and save you time and effort. But if you want to be savvy and want to time the market and willing to pay for spreads then ETF is for you.

If the news was as straight up as Brian, I'd watch the news.

Hey B can you do a video on capital gain tax with cryptos.If u get tax by taking profits off your annitional investments ?

I love you’re videos I was wonder if you can do a video on Three top index funds that pay dividends include: (VYM) Vanguard High Dividend Yield ETF. (VYMI) Vanguard International High Dividend Yield ETF. (BND) Vanguard Total Bond Market Index Fund. I did some research about the index funds thanks to you’re videos just wanted a second opinion. Thank you.

There are actively managed ETFs. In fact on Etrade, about a third of all ETFs are actively managed.

I really enjoy your videos, but in this case I have a quibble regarding terminology. I feel that in every instance of you saying the words "index fund" it would have been more proper for you to have used the term "mutual fund". After all, an ETF (Exchange Traded FUND) can also be based on stock indexes (SPY for the S&P 500, and QQQ for the Nasdaq 100 index, as two examples). The characteristics you ascribe to "Index Funds" in this video are true for mutual funds, but not for all Index funds (since some of them are ETFs).

@judybee6698

11 ай бұрын

Thank you! He had me confused at first, since I have etfs that are index based, and I consider them " index funds". I've always thought of the others as " mutual funds"

Hi Brian, i was wandering if you have any knowledge about the supposed Iraq Dinar revalue?

Which ETF if best for long term?

Great video. How does the bid-ask spread factor into this? ETFs have one, but index funds do not. So, if one is regularly buying (as in a retirement account) or trading, then WTFs can lose money.

@jond580

11 ай бұрын

My understanding, and someone please correct me if I am wrong, is that since ETFs sells longs and shorts they can make money whether the market is going us or down. Right?

@futtbucker1011

11 ай бұрын

Bid/ask just determines how liquid a security or investment product is which just means how active investors are in that particular product and ILLIQUID product would have wider bid/ask spreads

@futtbucker1011

11 ай бұрын

@@jond580 you can go long or short on almost any investment vehicle/security

Index funds sound more my speed ill look into them thanks.

Brian, can you make a video on ETF and if they are all 100% backed.

@clearvaluetax9382

11 ай бұрын

I will cover that issue Justin, thank you for stopping by today!

Great video, it seems to me that an ETF > Index funds in almost all scenarios 🤷🏻‍♂️

Hey B, Great video! I’ve noticed you did a video on the fundamentals of stocks, index and etfs. Can you make a similar video on the basics of cryptocurrencies.

@briandadude

11 ай бұрын

Here's all you need to know: don't

Didn't the Vanguard patent expire? I assumed most index funds would transition to a structure with an ETF in the backend once it expired.

I personally prefer Idex funds because it makes it much easier for me personally for passive investing. I set it and forget it. With ETF's I have to "pull the trigger myself" and it gets in my own head.

@Kevinw4040

11 ай бұрын

You can set up auto contributions on most platforms.

@FrankBurgos

11 ай бұрын

@@Kevinw4040 I've been using vanguard. As far as I know auto invest is only available for index funds.

@briandadude

11 ай бұрын

@@Kevinw4040 Most? Not Fidelity or Vanguard

@briandadude

11 ай бұрын

@@FrankBurgos and you don't have to worry about bid-ask spreads with index funds either. Quite a few points not brought up in this video.

@uncookedlyric

10 ай бұрын

I agree

Vanguard says that their Index Funds have a propriety mechanism that shields them from tax implications not found in ETFs?

I got rid of all my mutual funds and going for ETFs now on M1.

If an ETF is thinly traded then its liquidity is low whereas the underlying mutual fund coukd still be sold at the NAV for that day.. or no?