The overwhelming reason to use BOXX is to benefit from the ETF wrapper. This means if you hold it for > 1 year, it's taxed as LTCGs, which could be a significantly lower federal tax bracket for you. In addition, it gives you control on when you take your dividends, so you can let it rollover years when you rather not take the dividend.
Statistics: Posted by cowbman — Sun Oct 19, 2025 7:46 pm — Replies 9 — Views 1064