I guess, theoretically, like some mutual funds, there could be some ETFs that can be held only in a specific brokerage. I am not aware of any. If you stick with "plain vanilla" ETFs you should not run into such a situation. As I said, I am not aware of any weirdo ETFs.For #3, I was under the impression that there were discussion that ETF were more portable. If you amass a large position in a taxable account, it could hurt tax-wise if you want to move to a different brokerage and have to liquidate since some funds cannot be moved. I am just wondering the use case for ETF for someone who buy and hold.1. Is not applicable to Vanguard index mutual funds that have an ETF share class.
2. True for Vanguard. Though Fidelity index mutual funds have lower ERs than Vanguard (and other) ETFs.
3. I'm not sure what sort of issues you are considering, but if it is trading fees then it seems to me the fail-safe would be a transfer to Vanguard, if they are Vanguard mutual funds and the same if it were Vanguard ETFs.
For #3, some seem to think trading commissions returning to ETFs is almost an impossibility, while new trading fees for mutual funds is more likely. OTOH, Fidelity and Schwab have a long history of charging mutual fund transaction fees only to buy, while with ETFs recent history featured commission to both buy and sell.
Statistics: Posted by bertilak — Tue Jun 18, 2024 7:46 am