Sound Investing

Best in class ETF Q&A

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Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.

  1. What's the overarching objective of the Best-in-Class ETF recommendations?*  What's the 6-step process described in your AAII Best-in-Class ETF Article?
  2. Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
  3. Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?*  What did Avantis say are the market conditions that favor or disadvantage their approach?*  How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
  4. Retail investors have a potential superpower versus institutional fund managers -- patience!
  5. How many hours does it take Chris to update the Best-in-Class ETF recommendations?
  6. JL Collins is a big proponent of the total market index.  How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?
  7. What happens when small-cap value becomes super popular?

    8. Links: Best-in-Class ETF Bootcamp video and podcast

    AAII article on Choosing Best-in-Class ETFsPortfolio configurator

    Portfolio visualizer factor statistics, factor regression tool, and fund factor regressions.

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    Sound InvestingBy Paul Merriman
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