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杨甜甜 · 2020年03月16日

问一道题:NO.PZ2015121810000062

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.

老师,因为ETF大部分是追踪index的,所以CG低于mutual fund,可以这样理解吗

1 个答案

丹丹_品职答疑助手 · 2020年03月16日

同学你好,你的思想有偏差

Owing to the creation/redemption process, ETFs can be more tax efficient than mutual funds. ETF issuers can redeem out low-cost-basis securities to minimize futuretaxable gains

ETF可以在AP进行赎回时,将成本比较低的股票给ap;或者在AP进行申购时,通过AP的申购将想要持仓的股票收入到资产组合,这个过程中ETF是不必要去市场上进行买卖的,所以其turnover比较低。希望可以帮到你

 

徐威廉 · 2020年07月28日

我可以理解为ETF相对于mutual fund多了一个tax lots功能,导致profit减少,所以distribute高吗?

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NO.PZ2015121810000062问题如下Whiof the following statements relating to capitgains in ETFs anmutufun is correct? A.ETFs tento stribute less in capitgains thmutufun B.Mutufun melenot to stribute all realizecapitgains in a given year. C.The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha ETF低是因为turnover低还是买卖股票可以选择low cost?Mutufuncapitgain必须分派给投资者,这个分派是派息给投资者么?还是如何pass to investor?

2023-05-20 18:33 1 · 回答

NO.PZ2015121810000062 Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha mutfun定会分配CG,如果它不分配出去,这部分税负就需要由基金自己承担的,会影响基金的收益率。1. etf最后不是也要把vinCG分配给投资人吗。怎么比较?2. 为什么etf比mutufun更低的turnover

2021-09-24 11:29 1 · 回答

NO.PZ2015121810000062 老师,我好像把capitgain和vn分配搞混了 可以一下吗 就是mutufunETF在这里的区别

2021-04-28 20:45 1 · 回答

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2021-02-28 11:20 1 · 回答

Mutufun melenot to stribute all realizecapitgains in a given year. The selling of ETF shares some investors mcreate capitgains thaffethe remaining ETF investors in terms of taxes. A is correct. ETFs tento stribute fless in capitgains relative to mutufun. This is mostly e to the fathETFs have historically hsignificantly lower turnover thmutufun have ha Mutufun是说可以不进行capitgain的分配吗?只有ETF是必须分配?

2021-02-16 14:41 1 · 回答