A collection of 11 posts

IVA Research

A Mild Distribution Season Nears

What you need to know to navigate 2023’s year-end cap gain distributions.

| 18 min read
IVA Research

A Sneak Peek

Expect a mild capital gains distribution season this year.

| 6 min read
Weekly Brief

Do Bonds and Tech Stocks Go Hand-in-Hand?

Bond yields and tech stocks | Earning a real yield | Vanguard files to launch International Dividend Growth | Be wary when transitioning to Vanguard’s brokerage platform | Vanguard introduces MinTax | Cash Deposit is accepting more customers

| 7 min read
IVA Research

Can Active Funds Clear the Tax Hurdle?

Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.

| 18 min read
IVA Research

Are ETFs More Tax Efficient? No.

ETFs have long been crowned more tax-friendly than mutual funds. That may be true across much of the industry, but not at Vanguard. Compare apples to apples, and there’s no difference from a tax standpoint between a Vanguard Admiral-class index fund and its ETF sibling.

| 18 min read
IVA Research

Avoiding Tax Bombs

Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.

| 12 min read