Best in class ETF Q&A
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Best in class ETF Q&A

00:54:12 Paul Merriman
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Show Notes

About This Episode

Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.



  1. What's the overarching objective of the Best-in-Class ETF recommendations?*  What's the 6-step process described in your  AAII Best-in-Class ETF Article ?

  2. Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?

  3. Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?*  What did Avantis say are the market conditions that favor or disadvantage their approach?*  How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?

  4. Retail investors have a potential superpower versus institutional fund managers -- patience!

  5. How many hours does it take Chris to update the Best-in-Class ETF recommendations?

  6. JL Collins is a big proponent of the total market index.  How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?

  7. What happens when small-cap value becomes super popular?


Links: Best-in-Class ETF Bootcamp  video  and  podcast


AAII article on  Choosing Best-in-Class ETFs Portfolio configurator


Portfolio visualizer  factor statisticsfactor regression tool , and  fund factor regressions.


Watch video here