After I came across the $WEBG (-0.49%) in an article, I took a closer look at it. And what can I say? I'm going to use the current correction to $FTWG (-0.51%) against the Amundi Prime All Country World UCITS ETF ETF.
Why?
1) The Solactive index is a German product.
2) Amundi is a European company.
3) TER of 0.07 to 0.15 (although the latter is also really good).
4) Fund volume already close to one billion euros.
5) I am still realizing a few gains from the Invesco FTSE All-World and will then make good use of this year's allowance.
What are the disadvantages?
I see the one-off distribution in December as a disadvantage. I generally like quarterly distributions. I think this is due to the low TER, savings have to be made somewhere. Amundi also has fewer positions (around 1,800 compared to Invesco's 2,700). But honestly - nooooo... fits!
TER costs of the $FTWG (-0.51%) are 0.05% lower, however. Would it be an alternative for you, even if it is relatively new and (still) has a lower fund volume?
I wouldn't switch because I already have profits on my ETF and these would have to be taxed. However, there is nothing wrong with setting up a new savings plan.
does anyone know when the 30% partial exemption is taken into account in the distributions? At the first distribution of the ETF, the partial exemption was not taken into account in the settlement, because the ETF was still running as "other fund" without partial exemption. According to my broker, the issuer must make a change here. Probably classification as an equity fund/ETF.
The ETF was launched on 26.6.2023.
Has anyone had similar experiences with other ETFs and can estimate how long such a change by the issuer can take?
According to the distribution policy, the ETF should always distribute in the following months: March, June, September, December. Source: extraETF So the next resp. first distribution would be in September
I would like to start my first savings plan in the FTSE All World.
Here is the question of when to execute the savings plan. Which day of the month have you chosen and why? Are there any advantages and disadvantages of executing at the beginning/middle/end of the month?
They will sink into insignificance and disappear from the scene sooner rather than later. Getquin will have to look for new favorites. And it won't $UKW (-0.65%) .
At least if the opinion of Invesco ( $IVZ (+1.7%) ) goes. Invesco published namely another ETF on the FTSE All World, which beats the counterpart of Vanguard by 0.07% with a TER of 0.15%. With a beginner's deposit of a paltry €1,000,000, that's still €700 per year! Enough for a coffee at $SBUX (-1.58%) in Munich. Welcome $FTWG (-0.51%) 🍕
And what does the community do? Quickly sell everything, buy new and pay lots of taxes? Nothing at all, except ponder every night whether to switch? Switch the savings plan to Invesco and endure an ugly duplication in the portfolio? Or just keep leveraging the money? Tell me in the comments!
