K****D
发帖数: 30533 | 1 Could anybody recommend some MFs or ETFs that tracks S&P 500
roughly, but has much lower dividend than 2% per year? |
s********n
发帖数: 1962 | 2 I am not sure, but try google SP500 total return index fund.
【在 K****D 的大作中提到】
: Could anybody recommend some MFs or ETFs that tracks S&P 500
: roughly, but has much lower dividend than 2% per year?
|
t*******d
发帖数: 2570 | 3 Are you talking about average during the past 10-20 years or last 2 years. I
can imagine many funds will have dividend lower than 2% before the last 2
years but have dividend higher than 2% for the last 2 years due to re-
demption pressure and reduced fund size. Although I don't have data to back
it up.
【在 K****D 的大作中提到】
: Could anybody recommend some MFs or ETFs that tracks S&P 500
: roughly, but has much lower dividend than 2% per year?
|
K****D
发帖数: 30533 | 4 On a 30-year average.
I
back
【在 t*******d 的大作中提到】
: Are you talking about average during the past 10-20 years or last 2 years. I
: can imagine many funds will have dividend lower than 2% before the last 2
: years but have dividend higher than 2% for the last 2 years due to re-
: demption pressure and reduced fund size. Although I don't have data to back
: it up.
|
s*******d
发帖数: 126 | 5 this is almost impossible. It is the companies in the S&P500 that pay
dividends, and there is no way to own these company stocks (by or close to
index proportion) but somehow refuse to get paid.
Vanguard does have something called Tax Managed funds that track somewhat
similar to the S&P500 (VMCAX and VTGIX). But the tax efficiency does not
come from the savings on dividends, rather than from minimizing unnecessary
trading as an S&P500 index fund is required to do in order to keep
completely prop
【在 K****D 的大作中提到】
: Could anybody recommend some MFs or ETFs that tracks S&P 500
: roughly, but has much lower dividend than 2% per year?
|
s*******d
发帖数: 126 | 6 for example, VTGIX has the following product summary
* Seeks to provide a tax-efficient investment return consisting of a
moderate level of current income and long-term capital appreciation.
* Invests in substantially all of the stocks in the S&P 500 Index, but is
managed to minimize the impact of taxes on investors’ returns.
* Assesses a 1% redemption fee on shares held less than five years to
discourage short-term trading.
expense ratio is 0.15%, same as Vanguard S&P 500.
【在 K****D 的大作中提到】
: Could anybody recommend some MFs or ETFs that tracks S&P 500
: roughly, but has much lower dividend than 2% per year?
|
