INVESTMENT NOTES
같은 투자, 다른 결과: ETF와 계좌를 고르는 법
An ordered collection of investment research essays in the 같은 투자, 다른 결과: ETF와 계좌를 고르는 법 series.
1. Are ETFs tracking the same index really the same?Compare the benchmark, dividend treatment, implementation and trading price before ranking ETFs.
2. The costs a headline expense ratio leaves outSeparate fund costs from trading costs and compare tracking difference, spreads and holding periods.
3. Does a larger distribution mean a better investment?Distinguish distributions from total return and examine option income alongside your cash needs.
4. Does currency matter when you buy an overseas ETF in won?Separate settlement currency from economic exposure and calculate returns in your spending currency.
5. What changes across a regular account, ISA and pension account?Compare access, ISA netting, pension contribution credits and withdrawal constraints for Korean residents.
6. Finish an ETF comparison sheet for your own purposeBring the previous installments into a downloadable worksheet and set purchase, deferral and review rules.