2019/10

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ETF Trends
Charles Schwab will eliminate commissions for trading stocks, ETFs and options on its mobile and web platforms for securities listed on US and Canadian exchanges starting Monday, Oct. 7.
www.etftrends.com

ETF Trends
Just one day after Charles Schwab announced it would eliminate commissions for ETF and stock trades, TD Ameritrade is following suit.
www.etftrends.com

Charles Schwab は10月7日から、TD Ameritrade は10月3日からです。

きっかけは Interactive Brokers が取引手数料の無料化を発表したため。IB がいつから無料になるかについてはソース記事には情報がありません。

Charles Schwab の場合、売り上げの大半がカストディサービスなので、なんとかなるみたいです。

【10月7日の追記】
Schwab’s Next Target? Your Financial Adviser (Bloomberg)


Franklin Templeton has reduced the fees charged on three of its Franklin LibertyShares ETFs listed in the US. The funds concerned include two smart beta equity products (part of the LibertyQ range)…
www.etfstrategy.com

Franklin LibertyQ US Equity ETF (FLQL US) 0.25%→0.15%
Franklin LibertyQ Emerging Markets ETF (FLQE US) 0.55%→0.45%
Franklin Liberty International Aggregate Bond ETF (FLIA US) 0.35%→0.25%


By Reka Janosik, Vice President, Risk Management and Liquidity Core Research, MSCI.In the fourth quarter of 2018, redemptions of high-yield ETFs soared to approximately 25% of these funds’ asse…
www.etfstrategy.com

2018年第4四半期、ジャンク債 ETF の資産残高の25%が売却され、現物に交換されましたが、原資産の債券のスプレッドには大きな変動は見られなかったとのことです。

なお、現在のジャンク債 ETF の資産残高はジャンク債の2.7%強だそうです。



プロバイダー別 (単位100万ドル)

BlackRock 2,906
State Street Global Advisors 950
Vanguard 634
Invesco 571
First Trust 403
ProShares 218
WisdomTree 162
VanEck 162
Rafferty Asset Management 103
Schwab 95
ALPS 88
Pimco 77
Northern Trust 53
Mirae Asset Global Investments 47
Deutsche Bank 39

ETF 別

SPY SPDR S&P 500 ETF Trust
EEM iShares MSCI Emerging Markets ETF
EFA iShares MSCI EAFE ETF
GLD SPDR Gold Shares Trust
QQQ Invesco QQQ Trust
IWM iShares Russell 2000 ETF
IWF iShares Russell 1000 Growth ETF
VWO Vanguard FTSE Emerging Markets ETF
IWD iShares Russell 1000 Value ETF
EWJ iShares MSCI Japan ETF


ETF.com
An awful December pushed the U.S. stock market solidly into the red for 2018. When the ill-fated year came to a close, the S&P 500 found itself down 4.4%, its biggest loss since the financial crisis.
www.etf.com

全部込みランキング

SVXY ProShares Short VIX Short-Term Futures ETF -91.75
GASL Direxion Daily Natural Gas Related Bull 3X Shares -79.80
DGAZ VelocityShares 3X Inverse Natural Gas ETN -78.49
GUSH Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares -74.28
NAIL Direxion Daily Homebuilders & Supplies Bull 3X Shares -73.96
OILU ProShares UltraPro 3x Crude Oil ETF -63.82
UWT VelocityShares 3x Long Crude Oil ETN -63.69
WTIU UBS ETRACS - ProShares Daily 3x Long Crude ETN -63.50
CWEB Direxion Daily CSI China Internet Index Bull 2X Shares -63.01
USOU United States 3x Oil Fund -62.08
HOML ETRACS Monthly Reset 2xLeveraged ISE Exclusively Homebuilders ETN -60.28
KORU Direxion Daily MSCI South Korea Bull 3X Shares -59.90
LABU Direxion Daily S&P Biotech Bull 3X Shares -57.60
DPST Direxion Daily Regional Banks Bull 3X Shares -56.75
EXIV VelocityShares 1X Daily Inverse VSTOXX Futures ETN -56.71

レバレッジ型と VIX 関連を除いたランキング
REMX VanEck Vectors Rare Earth/Strategic Metals ETF -49.47
XES SPDR S&P Oil & Gas Equipment & Services ETF -46.99
OIH VanEck Vectors Oil Services ETF -44.98
PSCE Invesco S&P SmallCap Energy ETF -42.98
IEZ iShares U.S. Oil Equipment & Services ETF -42.46
TUR iShares MSCI Turkey ETF -41.48
PXJ Invesco Dynamic Oil & Gas Services ETF -39.82
CNXT VanEck Vectors ChinaAMC SME-ChiNext ETF -39.48
SCIF VanEck Vectors India Small-Cap Index ETF -37.41
SCIN Columbia India Small Cap ETF -36.31
ASHS Xtrackers Harvest CSI 500 China-A Shares Small Cap ETF -35.91
CQQQ Invesco China Technology ETF -34.77
KWEB KraneShares CSI China Internet ETF -33.88
AGT iShares MSCI Argentina and Global Exposure ETF -32.69
AADR AdvisorShares Dorsey Wright ADR ETF -31.54


ETF.com
The final figures are in: 2018 was the worst year for the U.S. stock market since the financial crisis. For the first time since 2008, the S&P 500 provided a negative return for investors when including dividends—a loss of 4.6%
www.etf.com

参考 2018年の S&P 500 は配当込みで4.6%のマイナスでした。

全部込みのリスト
GASX Direxion Daily Natural Gas Related Bear 3x Shares 127.80
VXXB iPath Series B S&P 500 VIX Short Term Futures ETN 72.38
VIIX VelocityShares Daily Long VIX Short-Term ETN 68.59
VXX iPath S&P 500 VIX Short-Term Futures ETN 67.91
VIXY ProShares VIX Short-Term Futures ETF 66.78
UVXY ProShares Ultra VIX Short-Term Futures ETF 60.10
WDRW Direxion Daily Regional Banks Bear 3X Shares 56.46
DAUD VelocityShares Daily 4x Long USD vs AUD ETN 55.30
DRIP Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 3X Shares 49.65
DPK Direxion Daily MSCI Developed Markets Bear 3x Shares 48.59
ERY Direxion Daily Energy Bear 3X Shares 45.55
DGBP VelocityShares Daily 4x Long USD vs GBP ETN 38.90
DUG ProShares UltraShort Oil & Gas 36.18
SZK ProShares UltraShort Consumer Goods 33.69
SMDD ProShares UltraPro Short MidCap400 33.51

レべレッジ型とボラティリティ関連を除いたリスト
NIB iPath Bloomberg Cocoa Subindex Total Return ETN 23.05
QAT iShares MSCI Qatar ETF 20.07
PALL ETFS Physical Palladium Shares 17.23
PSJ Invesco Dynamic Software ETF 16.38
IHI iShares U.S. Medical Devices ETF 15.46
BTAL AGFiQ U.S. Market Neutral Anti-Beta Fund 15.11
XWEB SPDR S&P Internet ETF 13.95
KSA iShares MSCI Saudi Arabia ETF 13.07
UNL United States 12 Month Natural Gas Fund LP 12.53
IGV iShares North American Tech-Software ETF 12.45
GULF WisdomTree Middle East Dividend Fund 11.15
IHF iShares U.S. Healthcare Providers ETF 9.58
PSCH Invesco S&P SmallCap Health Care ETF 9.15
XHE SPDR S&P Health Care Equipment ETF 8.91
PTNQ Pacer Trendpilot 100 ETF 8.51


These wining ETFs of 2018 may see success at the beginning of 2019.
www.zacks.com

ProShares Long Online/Short Stores ETF (CLIX) 4.25%
Global X Health & Wellness Thematic ETF (BFIT) 4.1%
SPDR S&P Internet ETF (XWEB) 9.9%
iPath Bloomberg Cocoa SubTR ETN (NIB) 23%

今から投資しても遅いでしょうね。


ETF.com
At the end of 2018, ETFs clearly had a busy year when it came to launches and closures.
www.etf.com

ローンチ数 267

クローズ数 152 (うち、iPath が50以上、2017年は138)

アセット別
米国株28.5%、米国外株27%、米国債券13.5%、米国外債券8.2%、コモディティ8%、レバレッジ型6%、インバース型2.2%、アセットアロケーション4.1%、オルタナティブ2.6%


ETF.com
Yesterday, two of Invesco’s target-maturity bond ETFs hit their maturity and saw their last day of trading.
www.etf.com

12月27日は Invesco BulletShares 2018 Corporate Bond ETF (BSCI) と Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) の最終取引日でした。

12月24日は Tactile Analytics ETF (ARVR) の最終取引日でした。



最近、Cambria Tail Risk ETF (TAIL) が好調ですが、このチャートを見ると投資するのはよそうと思います。

この ETF はアクティブ運用で、ポートフォリオのほとんどは現金と債券、1% を S&P 500 インデックスのアウトオブザマネーのプットオプションに投資します。

S&P 500 が行使価格を下回るとこの ETF は上昇します。コストは0.59%。