Archive for the 'ETF' Category

Review of VEIEX to VWO ETF conversion at VBS

Friday, April 18th, 2008

For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process.
Prior to conversion
My VEIEX holding is in the taxable […]

Is it worthwhile to pay the ETF conversion fee?

Saturday, April 12th, 2008

Based on my previous post on whether to convert my VEIEX (Vanguard Emerging Market Index Fund) holding to VWO (ETF class), I thought it would be a good exercise for me to try to build a simple calculator to compute the breakeven investment amount for investors who need to pay the $50 conversion fee.
The calculator […]

Should I convert VEIEX to VWO ETF?

Saturday, April 12th, 2008

Vanguard has been offering ETF classes of several of their conventional mutual shares for some time now. One of the most interesting feature, which is unique to Vanguard as far as I know, is the ability for an investor to convert shares in the mutual fund to ETF shares for a fee of $50 (free […]