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文章基本信息

  • 标题:ETFs versus CEFs: Performance in International Equity Investing
  • 本地全文:下载
  • 作者:C. Chang ; Kent Ragan ; H. Witte
  • 期刊名称:International Journal of Economics and Finance
  • 印刷版ISSN:1916-971X
  • 电子版ISSN:1916-9728
  • 出版年度:2013
  • 卷号:5
  • 期号:12
  • 页码:79
  • DOI:10.5539/ijef.v5n12p79
  • 出版社:Canadian Center of Science and Education
  • 摘要:

    Exchange-traded funds have experienced rapid growth in the last twenty years. We compare the performance of these funds to competing closed-end funds in the international equity investment setting. Expense ratios, turnover, risk, and return are examined over a ten year period ending in 2012. The expenses and turnover rates for exchange traded funds were significantly lower. However, closed-end fund returns after deducting expenses were significantly higher both unconditionally as well as on a risk-adjusted basis. Our findings suggest that unless the tax consequences of higher turnover are extreme, investors should forego the much hyped-lower expenses of exchange-traded funds and focus on the higher returns produced by closed-end funds.

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