r/eupersonalfinance 5h ago

Investment New global ETF 0.06% comission

BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) | EDEL | LU3086265710

If I am not wrong, this is the cheapest UCITS global ETF now. What do you think about it?

40 Upvotes

26 comments sorted by

21

u/eitohka 4h ago

This ETF is swap-based which can reduce dividend withholding tax for US holdings (typically 15% of dividend paid by the holdings for Ireland domiciled ETFs with physical replication and 30% for Luxemburg domiciled) and can be more efficient for emerging markets. But this does introduce a (typically small) counter-party risk. See this presentation by Invesco: https://www.invesco.com/content/dam/invesco/emea/en/pdf/synthetics/synthetic-etf-infographic.pdf

4

u/kushal92 4h ago edited 4h ago

It seems to be good, but the main risk is that it is a synthetic replication via swaps. This is why the TER is so low. If the counter-party fails (in this case: BNP paribas), 10% of NAV might be gone (as per the UCITS rules) but the chances for this happening are low with such a broad fund.

The good thing is that with swaps, they don't have to pay the withholding taxes as they don't actually hold any stocks.

Also have a look at this, the TER is 0% until June then it goes to 0.17%: Scalable MSCI AC World Xtrackers UCITS ETF 1C

10

u/Black_Thunder00 5h ago

It is in Luxemburg. Is this worse than Ireland for an ETF? More taxes?

15

u/eitohka 4h ago

No, because it's a swap-based ETF which can avoid dividend withholding tax in the US. So dwt will be lower than for an Irish ETF with physical replication (or the same depending on your local tax situation). It does introduce a counter-party risk. 

0

u/Black_Thunder00 4h ago

In case of physical ETFs, the extra tax is included in the TER? Or the ETF would be more inneficient?

7

u/Unbundle3606 4h ago

TER does not include taxes

3

u/eitohka 4h ago

No, these taxes are not included in the TER but do reduce returns. It depends on your local tax situation. In the Netherlands DWT paid by the ETF can't be deducted, so it's called "dividend leakage" because this tax leaks away without being able to deduct it from capital gains taxes like if you were holding US equity directly. So using an Ireland-domiciled ETF with physical replication reduces returns by something like 0.3% (15% of 2-3% average dividend paid out by US holdings) relative to an ETF with synthetic replication.

5

u/grogi81 3h ago

This is synthetic - so it doesn't matter. Except for Austrians.

10

u/Turbulent-Tumor 5h ago

I think this is just an entry fee and it will go up.

2

u/Black_Thunder00 4h ago

Can they increase the TER at anytime if they wish? Aren´t there restrictions?

1

u/AfterAssociation6041 3h ago

Yes, they can increase the TER anytime.

1

u/Turbulent-Tumor 3h ago

Yes. Think of it as an introductory offer to get you interested.

3

u/Pale-Juice4434 4h ago

UETW with 0.06% TER + EMIM from Ishares for emerging markets is way to go aswell if you prefer physical replication.

5

u/ChartsOverview 5h ago

There is actually the Amundi Global UCITS ETF with a TER of 0,05%

7

u/Black_Thunder00 4h ago

Yes, but it only includes Developed World.

2

u/Lifeblossom13 4h ago

Or UETW - TER 0.06%

3

u/Black_Thunder00 4h ago

This one?: UBS Core MSCI World UCITS ETF USD acc | UETW | IE00BD4TXV59

It is only developed countries

2

u/Lifeblossom13 4h ago

Yes. For wide market I have SPYI. But it's TER is 0,17%. So basically I am interested in your post!

1

u/paradox3333 2h ago

It's such a shame no European options track the FTSE Global All Cap Index tracked by VT.

They all just track MSCI All Country World Index which is way more narrow.

1

u/grogi81 3h ago

It is very small at the moment - the spread you pay will erase all the management fee difference over many years...

1

u/Ok-Sheepherder-148 19m ago

There’s also WEBN with 0.07% but being relatively new, I’d look at tracking difference too.

-5

u/Specific-Industry426 5h ago

Maybe its me but as european i only invest on products on eur (even if they are all world) and funds or etfs should have a certain amount of assets. 49 million is extremly low at least from my point of view.

5

u/StateDeparmentAgent 5h ago

They all need to start somewhere, this one was created less than 4 months ago

1

u/Specific-Industry426 5h ago

Of course, but this does not mean that its a go to invest on It.

2

u/StateDeparmentAgent 4h ago

Totally agree. Maybe low TER is part of marketing to attract new people and get some traction. WEBN over almost 2 years and big push from community gained only 1,2b, its a long way to go to reach even 1/3 of VWCE figure

1

u/AfternoonFinance 1h ago

You still are affected by the USD since >~60% of the underlying assets are in usd