So you think QD percentage is more important than missing segments of the market?It seems like DFA and Avantis both make concerted efforts to have maximum tax efficiency in all of their funds.
When comparing something like VIOV to DFSV or AVUV, there is no question to me that DFSV and AVUV are the better choice.
VIOV only has 68.40% QDI, DFSV and AVUV are both 100%. Not to mention VIOV has a 0.15ER compared to AVANTIS 0.25ER and DFSV 0.31. I already think it's worth owning the Avantis fund with only a 0.1ER increase over VIOV, but when you look at tax efficiency too it's a no brainer. Same story for VBR in my opinion...
Perhaps the combination of low dividends and high QD percentage is even better? Small growth minus non-QD payers should be optimal.
Statistics: Posted by rkhusky — Mon Mar 11, 2024 6:25 pm — Replies 8 — Views 417