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New ETF Guidance Highlights Cost Gaps, Concentration Risk and the Need for a Plan

New guidance flags three ETF pitfalls investors overlook.

Overview

  • Latest coverage urges investors to compare near-identical funds, noting SPDR S&P 500 (SPY) charges a 0.09% expense ratio versus 0.03% for Vanguard’s VOO.
  • Some specialized products carry steep costs, with YieldMax Bitcoin Option Income Strategy ETF (YBIT) listing a 0.99% expense ratio that warrants close review.
  • ETFs are not automatically diversified or low risk, as Invesco QQQ is roughly 60% in technology stocks and about half allocated to its top 10 holdings.
  • Articles warn that fees can meaningfully erode future returns if costs are not justified by the strategy or outcomes.
  • Guidance emphasizes building a diversification plan first and considering broad, low-cost index trackers for core exposure.