Talk of The Villages Florida - View Single Post - Question(s) About Mutual Funds Bought Through Advisors
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Old 03-11-2024, 07:40 AM
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Quote:
Originally Posted by retiredguy123 View Post
Vanguard mutual funds and ETFs are both extremely inexpensive, not large loading. I prefer the mutual funds to the ETFs because of the tax efficiency that they offer. Most people who buy mutual funds are "buy and hold" investors, so they are not trading on a daily basis, like ETF investors. This provides a more predictable investment environment that stabilizes the tax liability.
I thought that ETFs are more tax efficient. They only trade when the underlining companies are added/deleted from an index. Most conventional mutual funds trade more frequently which result in declaring larger annual (forced) capital gains.