Blog · Notes · Issue 013

Notes from
the brief.

Field notes on ETFs and the markets that move them. Comparisons, dividend mechanics, and quiet-week analysis for European retail investors — written, never auto-generated.

13 postsRSS available
All 13Etf Comparison 6Etf Spotlight 6All World 5Sp500 4Vuaa 4Vwce 4Cndx 3Iwda 3Nasdaq 3Eimi 2Smh 2Coverage 1Cspx 1Editorial 1Emerging Markets 1Semiconductors 1
Featured · Etf ComparisonJun 29, 2026 · 4 min read

CNDX vs SMH — Nasdaq 100 or semiconductors for the tech tilt?

CNDX is the Nasdaq 100; SMH is 25 pure-play chip stocks. Both Irish accumulating tilts — one diluted tech, one concentrated semis. Here's the honest call.

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§ 02 · 12 posts
Etf SpotlightSMH
Etf Spotlight

SMH — VanEck's semiconductor UCITS, explained

SMH is VanEck's Semiconductor UCITS ETF — 0.35% TER, accumulating, 25 US-listed chip stocks capped at 10% each. The pure semiconductor bet, explained.

Jun 26, 20264 min read
Etf ComparisonVWCE
Etf Comparison

VWCE vs IWDA + EIMI — one fund or build your own all-world?

VWCE is one all-world fund; IWDA + EIMI is the two-fund DIY build. Same global exposure, near-identical cost — here's which wins, and the one reason to build.

Jun 23, 20264 min read
Etf SpotlightEIMI
Etf Spotlight

EIMI — emerging markets for a DIY all-world, explained

EIMI is iShares' Core MSCI EM IMI UCITS ETF — 0.18% TER, accumulating, 3,000+ emerging-market stocks. The EM sleeve of a DIY all-world, and who should hold it.

Jun 22, 20264 min read
Etf SpotlightCNDX
Etf Spotlight

CNDX — iShares' Nasdaq 100 UCITS in plain English

CNDX is iShares' Nasdaq 100 UCITS ETF — 100 non-financial Nasdaq names, 0.30% TER, accumulating. A concentrated megacap-tech tilt, and who should hold it.

Jun 17, 20264 min read
Etf ComparisonVUAA
Etf Comparison

VUAA vs CSPX — Vanguard vs iShares, same S&P 500, what differs?

VUAA and CSPX both track the S&P 500 at 0.07% — Vanguard versus iShares, both Irish accumulating funds. Same index, same fee, so here's what actually differs.

Jun 11, 20264 min read
Etf SpotlightIWDA
Etf Spotlight

IWDA — €110B and still the default European all-world

IWDA is iShares' Core MSCI World UCITS ETF — €110B, 0.20% TER, accumulating, 23 developed countries. What's inside, and who the default all-world fund is for.

Jun 9, 20264 min read
Etf ComparisonCNDX
Etf Comparison

CNDX vs VUAA — Nasdaq 100 or S&P 500 for the tech tilt?

CNDX tracks the Nasdaq 100; VUAA the S&P 500. Both Irish accumulating funds — one a 100-stock tech bet at 0.30% TER, the other a 500-stock core at 0.07%.

Jun 4, 20263 min read
EditorialEditoria
Editorial

Which ETFs and stocks Kledon covers — and how we choose

Kledon covers 85 tickers — 12 UCITS ETFs and 73 US-listed stocks, curated for Euro investors. Here's how we choose what's in, and how to get yours added.

Jun 1, 20264 min read
Etf SpotlightVWCE
Etf Spotlight

VWCE — the most-popular savings-plan ETF, explained

VWCE is Vanguard's Irish-domiciled FTSE All-World UCITS ETF — 0.19% TER, accumulating, 3,745 stocks across DM and EM. Here's why it's the savings-plan default.

May 28, 20264 min read
Etf ComparisonVWCE
Etf Comparison

VWCE vs IWDA — All-World vs Developed Markets, is emerging worth it?

VWCE is FTSE All-World (3,745 stocks, includes EM); IWDA is MSCI World (~1,400 DM stocks only). Same Irish wrapper, same fee. The question: do you want EM?

May 25, 20265 min read
Etf SpotlightVUAA
Etf Spotlight

VUAA — Vanguard's flagship S&P 500 UCITS, explained

VUAA is Vanguard's Irish-domiciled S&P 500 UCITS ETF — 0.07% TER, accumulating, full physical replication. Here's why it's the default S&P 500 fund in Europe.

May 21, 20264 min read
Etf ComparisonVUAA
Etf Comparison

VUAA vs VWCE — S&P 500 or FTSE All-World for a Euro investor?

VUAA tracks the S&P 500 (0.07% TER); VWCE tracks FTSE All-World (0.19%). Both Irish-domiciled accumulating Vanguard funds. Here's which one fits which goal.

May 18, 20263 min read