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lcrcp3 · 2023年10月12日

如题

NO.PZ2023040601000134

问题如下:

Which of the following statements relating to capital gains in ETFs and mutual funds is correct?

选项:

A.

ETFs tend to distribute less in capital gains than mutual funds do.

B.

Mutual funds may elect not to distribute all realized capital gains in a given year.

C.

The selling of ETF shares by some investors may create capital gains that affect the remaining ETF investors in terms of taxes.

解释:

A is correct. ETFs tend to distribute far less in capital gains relative to mutual funds. This is mostly due to the fact that ETFs have historically had significantly lower turnover than mutual funds have had.

股票的capital gain是价格上涨部分,ETF的capital gain是什么?如果也是价格上涨,那价格上涨还能分配?又为什么分配要少于公募基金?

1 个答案

星星_品职助教 · 2023年10月16日

ETF的capital gain是价格上涨,可通过出售后分配。mutual fund的调仓换股本身要比ETF频繁,会创造更多的capital gain,分配的更频繁。

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