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橙子樱桃 · 2021年09月24日

关于ETF

  1. CFA II
  2. Portfolio

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.

mutal fund一定会分配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dividend等CG分配给投资人吗。怎么比较？ 2. 为什么etf比mutual fund有更低的turnover
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1 个答案

星星_品职助教 · 2021年09月25日

同学你好，

以股票产品为例。只有在买卖股票的时候才会出现CG，而ETF是in-kind的过程，所以不需要买卖股票。

这就导致了 1. ETF因为不需要频繁买卖股票而turnover低，；2. 因为turnover低，所以产生的CG比需要频繁买卖股票的mutual fund少。


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相关问题

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 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

NO.PZ2015121810000062 mutualFun该是可以选择分红或继续投资 ETF只能选择分红 记得视频里是这么讲的，请帮忙一下答案B为什么不对？

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