刚研究了一下，ETF比基金省税是因为不常更换成员股，税务事件少；其次是in-kind发行与赎回机制，不算交易

https://www.schwab.com/learn/story/etf-vs-mutual-fund-it-depends-on-your-strategy#:~:text=They%20might%20do%20this%20by,adds%20or%20removes%20new%20constituents.

https://www.jhinvestments.com/viewpoints/investing-basics/what-makes-etfs-tax-efficient

 

所有跟帖： 

• 如果想构建自己的组合，又想像ETF一样省税，可以每年只更换一两只股票；sp500每年更换25只左右；否则，永远不卖 -monseigneur- ♂ (0 bytes) () 12/27/2023 postreply 16:11:26