Are
the Risks of Exchange-Traded Funds
Being Downplayed? Page
2
Presently
many of the ETFs that trade on the American Stock
Exchange have three ticker symbols: one shows
the trading value, another shows the estimated
NAV of the underlying stocks, and the third shows
the official NAV of the underlying stocks at the
previous day's close.
Unfortunately,
this information is presently only available for
United States-based ETFs. The same information
is not readily available to most retail investors
trading in low-volume international funds. With
the recent exposure to this information, however,
look for this information to soon appear.
Gus
Fleites, director of ETFs at State
Street Global Advisors, agreed that price
variation can be significant for some funds and
may not always be explained clearly. Regarding
ETFs that track international-stock indexes or
lightly traded U.S. industry sectors, he noted,
"Retail investors, beware.."
Fund
specialists, including Mr. Bullard, have praised
ETFs not just for allowing intra-day trading,
but also for their ability to feature lower operating
expenses and greater tax efficiency. Expect the
transparency of trading/NAV differentials to increasingly
fall into the public domain. Traders, not funds,
gain from the premiums/ discounts.
With
Barclays already voluntarily posting the information,
it seems likely the problem will soon to be largely
resolved. Aside from increased transparency cutting
down the gap, one expects that the increased attention
to the issue will also help narrow the premiums
that are exploited by traders. In the meantime,
let the buyer beware.