The MSCI Weighted Average Carbon Intensity measures a fund’s exposure to carbon intensive companies. This figure represents the estimated greenhouse gas emissions per $1 million in sales across the fund’s holdings. The figure is a sum of the normalized security weight multiplied by the security Carbon Intensity. This allows for comparisons between funds of different sizes.
ETFs built for the next generation
An exchange-traded fund (ETF) is a basket of securities you can trade through a brokerage firm on a stock exchange. We’ve teamed up with iShares®, the ETF market leader,2 to deliver quality investment choices designed to help you achieve your investment objectives. Seeks a high level of current income, using a set of global fixed income securities to help add value in different markets. A U.S. equity strategy maintaining a large-cap core profile, leveraging a disciplined approach investing in companies with attractive characteristics. Can involve higher costs due to transaction fees and management. Generally lower fees compared to managing multiple stocks.
Plus, investing in ETFs also involves complicated tax filing, which can be quite time-consuming. If you earn a profit from ETFs, you’ll face a 41% tax rate on both the profits and any dividends you receive. This is much higher than the 33% capital gains tax (CGT) applied to profits from individual stocks, which only applies if your gains exceed €1,270. Taxes on ETFs in Ireland can be quite discouraging for investors. They are often higher compared to individual stocks, and quite complex.
Annual Investment Outlook
An investor in leveraged or inverse funds could potentially lose the full value of their investment within a single day. ETFs that invest in options and futures of a specific reference stock, are not direct investments in the reference company stock. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. 4The Fund’s adviser has contractually agreed, until at least October 31, 2026, to waive its management fees to 0.70% of the Fund’s average daily net assets.
Asset Class
The performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance data for the most recent month-end is available by clicking on each ETF’s name above. Certain funds have fees waivers and/or expense reimbursements in effect. Performance and yields would have been lower if not included.
- 1The Fund’s adviser has contractually agreed, through at least October 31, 2026, to waive its management fees to 0.25% of the Fund’s average daily net assets.
- With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.
- A sponsor fee is shown in lieu of gross and net expense ratios for the iShares Trusts.
- 5The Fund’s adviser has contractually agreed, through at least October 31, 2026, to waive its management fee to 0.75% of the Fund’s average daily net assets.
ETF Screener3Log In Required
The investment seeks to track the investment results of the S&P 500 composed of large-capitalization US equities. Choose from actively managed and index ETFs with competitive pricing and trading flexibility. Simplify is not responsible for the content on external websites and makes no judgment or warranty with respect to the accuracy, timeliness, or suitability of the content, services or products found on the websites linked hereto. 6The adviser and sub-adviser have each agreed to waive its respective advisory and sub-advisory fee by 0.25% on an annualized basis through October 31, 2026.
Please consult with a licensed financial adviser or professional before making any financial decisions. Your financial situation is unique, and the information provided may not be suitable for your specific circumstances. We are not liable for any financial decisions or actions you take based on this information. Their returns match the index’s performance exactly—if the index goes up by 1%, the non-leveraged ETF also goes up by 1%. Roundhill Financial Inc. serves as the investment advisor.
Roundhill Investments is an SEC-registered investment advisor focused on offering innovative ETFs. The SICAV and ETF products on this website are authorised overseas, not in the UK. The UK Financial Ombudsman Service is unlikely to be able to consider complaints about them, their management companies, or depositary. Any losses related to their management company or depositary are unlikely to be covered by the UK Financial Services Compensation Scheme. None of these companies make any representation regarding the advisability of investing in the Funds.
First established over 30 years ago, exchange-traded funds (ETFs) have become a popular investment choice. In this guide, we’ll explain how investing in an ETF works, explore the different types available, and discuss some key considerations for investors. Spot crypto ETPs (FBTC and FETH) are for investors with a high risk tolerance. FBTC and FETH each offer an investment in a single cryptocurrency. Both are highly volatile and can become illiquid at any time. It invests in a single asset, bitcoin, which is highly volatile and can become illiquid at any time.
3The Fund’s adviser has contractually agreed, through at least October 31, 2026, to waive its management fees to 0.40% of the Fund’s average daily net assets. 2The Fund’s adviser has contractually agreed, through at least October 31, 2026, to waive its management fees to 0.15% of the Fund’s average daily net assets. 1The Fund’s adviser has contractually agreed, through at least October 31, 2026, to waive its management fees to 0.25% of the Fund’s average daily net assets. ETFs are subject to market fluctuation and the risks of their underlying investments. As an ETF, the funds may trade at a premium or discount https://trustmediafeed.s3.eu-north-1.amazonaws.com/rovenmill/rovenmill-review.html to NAV.