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Kapitän K. · 2024-07-21T18:35:25.828818Z

Nachdem ich in einem Beitrag auf den $WEBG gestoßen bin, habe ich mich damit näher beschäftigt. Und was soll ich sagen? Ich werde die aktuelle Korrektur nutzen, um meinen $FTWG gegen den Amundi Prime All Country World UCITS ETF zu tauschen. Warum? 1) Der Solactive-Index ist ein deutsches Produkt. 2) Amundi ist eine europäische Unternehmung. 3) TER von 0,07 zu 0,15 (wobei letztere auch wirklich gut ist). 4) Fondsvolumen schon fast bei einer Milliarde Euros. 5) Ich realisiere noch ein paar Gewinne aus dem Invesco FTSE All-World und nutze dieses Jahr dann Freibetrag schön aus. Was sind Nachteile? Die einmalige Ausschüttung im Dezember sehe ich als nachteilig. Generell mag ich quartalsweise Ausschüttung. Ich denke das ist der niedrigen TER geschuldet, irgendwo muss gespart werden. Auch enthält der Amundi weniger Positionen (um die 1.800 im Vergleich zum Invesco von 2.700). Aber ganz ehrlich - nöööö... passt! Schönen Sonntag!

Kapitän K.

@PalmPirateTechnocrate

6Lun·

After I came across the $WEBG (+0,7 %) 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 (+0,5 %) 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!

Have a nice Sunday!

9 Comentarios

Ziyang@Yang

5Lun

I have the Amundi ETF and am happy with it!

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ThemenmitKopf@topicswithhead

6Lun

It doesn't hurt to run both! Unless you have an allowance, it's not worth realizing the tax. Otherwise, I'm right there with you. European company, German index company from Frankfurt and nice and cheap. No reason to support the Americans
Ps you wrote in that you still have an allowance😂

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Kapitän K.@PalmPirateTechnocrate

5Lun

@topicswithhead Yes, the tax-free amount is not yet full or I may still have room for maneuver, as I am thinking about liquidating losses. Let's see. In any case, my plan to switch now thanks to the correction is working. Oh, that's so great :-)!

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Johnny B.@JBatelli

5Lun

How do you know that the distribution is in December? Source ? :)
And do you know how high it will be?

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Kapitän K.@PalmPirateTechnocrate

5Lun

@JBatelli What are you trying to say now? According to Amundi, the one-off distribution will be made in December. According to the average, this should be in the range of 1.5 - 2.5%. Or what?

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Vince von Financial Independence@Financial_Independence

4Lun

I can only advise against .... The Prime indices have flopped several times in the past and Amundi then switched indices to MSCI. They have merged Lyxor ETFs with me several times in a tax-damaging manner and I am therefore through with these semi-professional ETFs, which they only put together for small investors. Hence Invesco FTSE ALL WORLD

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Deichhörnchen@deichhoernchen

3Lun

@Financial_Independence so the Lyxor products have flopped ;) And Amundi does not offer any indices. Since the All-Country is already based in Ireland and there is no identical competing product whose provider Amundi could buy up, a merger with a change of domicile is unlikely. And unfortunately, a change of index cannot be ruled out with any provider - but it can also lead to an optimization of the product. Although I do wonder which Lyxor customer bought a World or US ETF domiciled in Luxembourg back then, even though there were already some in Ireland. I guess they didn't pay that much attention to the product as retail investors and are now complaining about others...

The WEBN (Acc) is not even listed here yet, only WEBG (Dist), while the first savings plans are only just becoming available. Nevertheless, the fund volume is already at USD 1.7 billion. Invesco's ETF is over a year old and, despite the better-known index, has only taken in around a third so far. The market speaks a clear language here. But both are good products and you can't go wrong with the "expensive" ETF from Vanguard either.

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Sebastian@Bast20

3Lun

@Financial_Independence Do you mean this one?

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Sebastian@Bast20

3Lun

A3D7QX Invesco ftse all world
And the Amundi is doing worse?

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