ETF & Index Comparisons
MSCI World vs. S&P 500, accumulating vs. distributing, portfolio overlap: well-founded comparisons with data, TER, tracking difference and tax perspective.
MSCI ACWI IMI in depth: ~99% market coverage incl. small caps, how it differs from ACWI and FTSE All-World, plus the SPDR ETF checked for TER, TD and sampling.
Read articleMSCI World ex USA explained: index structure, ETFs from Xtrackers and Amundi, combination strategies and historical return data to cut US concentration risk.
Read articleMSCI World vs. FTSE All-World: EM share, small-cap coverage, historical return spread and Vanguard vs. iShares at product level — TER, TD and fund size.
Read articleMSCI World vs. S&P 500, data-checked: 10–20 year returns, ~70% US overlap, sector and country allocation, plus a TER comparison of specific ETFs.
Expose ETF overlap in your portfolio: quantify concentration risk with the MoneyPeak overlap analysis — method, tool and how to interpret the results.
Xtrackers MSCI World, data-checked: TER vs. actual tracking difference, replication method, fund size and a head-to-head with iShares Core, Amundi and SPDR.
The Gerd Kommer ETF (L&G), data-checked: multifactor index construction, performance to date vs. MSCI ACWI IMI, and whether the TER premium is justified.
Accumulating or distributing? The 20-year after-tax math for German investors: advance lump-sum tax at a 3.20% base rate, partial exemption and break-even.
Equal-weight ETFs examined: the RSP vs. SPY track record, rate and size sensitivity, the cost drag — and when equal weighting truly cuts top-10 concentration.
S&P 500 vs. Nasdaq 100: drawdowns from dot-com to 2022, volatility, sector concentration and valuations — why a satellite approach beats either-or thinking.
FTSE All-World vs. MSCI ACWI: methodology differences on Korea and small caps, tracking difference and fund domicile — Vanguard vs. iShares and SPDR in detail.
The big global ETF comparison 2026: MSCI World, ACWI and FTSE All-World with the best products — comparison table covering TER, fund size and tracking difference.
The interactive MSCI World return triangle since 1970: returns by entry and exit year, holding period vs. probability of loss, and the limits of historical data.
Physical vs. synthetic ETFs: counterparty risk under UCITS limits, the quantified withholding-tax edge on US indices, securities lending and TD data checked.
MSCI World vs. MSCI ACWI: what an 11–12% EM allocation really adds in returns, the IMI variant, and 70/30 vs. one-fund — with backtest numbers throughout.