Video summary
5 ETFs Ações Internacionais
Main summary
Key takeaways
Finance-focused summary (international equity ETFs on B3)
- The presenter raises concerns that the U.S. stock market (S&P 500 / “IVVB11”) could crash and suggests diversifying away from U.S.-heavy exposure using international equity ETFs listed on B3 (Brazil).
- The video emphasizes that ETFs are diversified “baskets” whose composition can change over time—and that no one can guarantee future outcomes.
- A key theme: even if investors want to “escape” the U.S., many global ETFs can still retain meaningful U.S. exposure (i.e., overlap with existing U.S.-linked holdings is possible).
- The presenter also discusses investor behavior in Brazil, noting that many retail investors are heavily allocated to fixed income, along with some misunderstanding about holding international equities.
Disclosures / disclaimers
- The presenter explicitly states: “not an investment recommendation.”
- The channel is described as independent and not affiliated with any asset manager, bank, or brokerage.
- Educational framing: cautions viewers against buying blindly due to potential portfolio overlap.
ETFs / tickers and what they target
U.S.-focused (reference point)
- IVVB11 (S&P 500 exposure)
- Presented as essentially U.S.-concentrated (“only for the United States”).
Broad global developed + emerging (more “U.S.-diversified” than IVVB11)
ACW11 (“Aqui 11”)
- Goal: broad exposure across many countries globally.
- Conceptual similarity calls: compared to VWRA11 / VWRA (global) and VT-like exposure; claims similar long-term behavior to those global ETFs.
- Concentration note: around 63% exposure to the United States (still meaningfully U.S.-heavy).
- Sector note: currently Information Technology (~technology-heavy).
- Major holdings mentioned (examples): NVIDIA, Apple, Microsoft, Amazon.
- Fees (Brazil-side): around 0.30 (and “abroad fee usually cheap”).
- Tax/distribution treatment: described as not paying dividends (i.e., accumulation).
- Tax note (general): mentions 15% income tax on dividends for foreign ETF distributions and the need for DARF when profiting, even though this specific fund is described as non-dividend paying.
GX11 (Galápagos)
- Goal: exposure outside the United States, including developed + emerging markets.
- Diversification pitch: “more financial than technological” (relative to tech-heavy global funds).
- Fees: 0.30 in Brazil plus abroad fees totaling about 0.35.
- Strategy/structure note: pulls international exposure from abroad to VXUS (explicitly stated).
- Dividend note: described as accumulating (“doesn’t pay dividends”); a semi-comparable dividend variant exists: GEDIV11.
GEDIV11
- Universe: international equities without the U.S., around 21 developed countries mentioned.
- Key difference: distribution/dividends via “synthetic dividend options” / synthetic dividend strategy.
- Fees: “a little more expensive” than the accumulating version due to the complexity of synthetic dividend generation.
- Tax implication: 15% income tax on dividends; also notes that reinvestment doesn’t fully eliminate the taxation inefficiency.
IVW11 (Investo)
- Goal: emerging markets only (explicitly “only buys emerging markets”).
- Countries/region examples mentioned: Taiwan, China, India, Brazil, South Africa, Saudi Arabia, Mexico, Malaysia, Thailand (among others).
- Coverage: “over 20 emerging economies” and about 5,000 stocks.
- Link to abroad ETF: described as buying exposure related to VWO.
- Sector snapshot: about 30% technology, plus banks, consumer/producer goods/services, basic materials, energy, and other diversification across sectors.
- Risk note: higher country/economic-cycle sensitivity; may have above-average earnings if cycles cooperate.
International benchmark ETFs referenced (for comparison/underlying links)
- VWRA / VWRA11 (global equity)
- VT (global equity)
- VWO (emerging markets) — referenced as underlying exposure related to IVW11
- VXUS (international ex-U.S.) — referenced as pulled into GX11 exposure
Methodology / framework mentioned (conceptual)
- ETF as “basket that keeps spinning”: composition may change over time; outcomes are unknown.
- Overlap awareness: evaluate how much U.S. exposure remains when using “global” (or ex-U.S.) ETFs.
- Diversification goal: shift away from U.S. dollar-linked exposure toward other currencies, economies, and sectors.
- Currency-risk question (10-year horizon):
- What % is invested in reais vs dollars?
- Will BRL (real) outperform or underperform USD over ~10 years?
- Portfolio construction caution: avoid stacking multiple ETFs that produce immense overlap and redundancy.
Key numbers / explicit quantitative details
- ACW11
- ~63% U.S. exposure
- Fees: ~0.30 Brazil-side (plus abroad fee); accumulation (no dividends)
- Technology/IT concentration: Information Technology is the main concentration
- GX11
- Fees: total about 0.35 (0.30 Brazil + abroad)
- Underlying cited abroad: VXUS (40 countries, 8,700 actions mentioned)
- GEDIV11
- Uses synthetic dividend options for distributions
- Mentions 15% tax on dividends
- IVW11
- Emerging markets: 20+ countries, about 5,000 stocks
- Technology: ~30% sector exposure
- Tax rate explicitly mentioned
- 15% income tax on dividends for distributing/dividend ETFs; also states DARF is required when profiting
Recommendations / cautions stated
- The presenter does not recommend making “U.S.-crash” bets with certainty, stressing uncertainty and the need for diversification.
- ETFs are framed as educational tools to understand exposure; don’t buy them all because of overlap.
- Caution that markets evolve and Brazil’s ETF lineup may expand over time.
Timeline expectations
- The presenter estimates about two more years for Brazil to have “all the options” they expect.
- Mentions long-term comparison windows: 10–15 years for some performance similarity claims among certain global ETFs.
Presenters / sources
- Presenter/source: subtitles indicate a single main presenter (no separately named co-presenters).
- Referenced creators/companies/pods:
- XP (podcast referenced; “learned about this during a podcast… with the guys from XP”)
- BlackRock (stated as provider for ACW11)
- Galápagos (provider of GX11)
- Investo (provider of IVW11)