Investment and personal finance articles

Look beyond the numbers when weighing an investment choice.

Explore deposit interest and living expenses alongside ETF exposure, historical returns, drawdowns and dividends.

Asset and ETF analysis and personal finance

24 articles

ETF comparisons

QQQ vs SCHD: Building Wealth or Spending Dividends?

I believe we should invest to build assets, then choose according to what the money needs to do. Compare growth through QQQ with income through SCHD by examining equal contributions and the businesses each fund owns.

ETF comparisons

QQQ vs QLD vs TQQQ: Returns, Risk and Long-Term Investing

I believe we should invest to grow our money, and study the structure carefully when a return looks especially large. Compare equal contributions to QQQ and the daily 2x and 3x targets of QLD and TQQQ to examine ways of investing in the Nasdaq-100.

ETF comparisons

SOXX vs SMH Backtest: 10-Year Returns, MDD and Volatility

A semiconductor ETF offers a way to participate in several businesses together. I believe studying the industry, holdings and backtests should go hand in hand. Follow KRW 100 million invested separately in SOXX and SMH over ten years through growth, declines and recovery.

ETF comparisons

SOXX vs SOXL: Semiconductor ETF vs Daily 3x Over 10 Years

SOXL targets daily 3x exposure, but its long-term return is not fixed at three times SOXX’s. Actual ETF prices and reinvested distributions reveal both the cumulative gain and the declines investors had to endure.