问了下ChatGPT,好像如果只投资的话,QQQi在tax上并不划算

来源: 2026-01-13 21:16:21 [旧帖] [给我悄悄话] 本文已被阅读:

We’ll assume:

  • $100,000 invested today

  • 10-year horizon

  • Qualified dividend & capital gain rate: 15%

  • You reinvest after-tax dividends each year

  • You sell at the end and pay 15% on total long-term gain

 

Rough After-Tax Comparison

  • QQQ: ~$564k

  • QQQI: ~$497k