Thanks for posting this.
One thing to keep in mind is that while you may pay more in taxes for one fund vs. another, you may also be making higher returns. Higher dividend yields can be a proxy for deeper value with higher expected returns.
Example for 2024:
AVDV = 9.84% vs. DISV = 6.86%
Hard to really know whether Tax Costs are actionable or should be a primary consideration for long-term investing.
One thing to keep in mind is that while you may pay more in taxes for one fund vs. another, you may also be making higher returns. Higher dividend yields can be a proxy for deeper value with higher expected returns.
Example for 2024:
AVDV = 9.84% vs. DISV = 6.86%
Hard to really know whether Tax Costs are actionable or should be a primary consideration for long-term investing.
Statistics: Posted by Nathan Drake — Sun Feb 16, 2025 12:45 am — Replies 3 — Views 169