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Post by anovice on Nov 25, 2022 20:41:07 GMT
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Post by roi2020 on Nov 25, 2022 22:46:33 GMT
According to M*, VIG had slightly higher pre-tax returns (2 bps -5 bps) versus VDADX for the trailing 1 Yr, 3 Yr, and 5 Yr periods. However, VDADX after-tax returns were 15 bps - 18 bps greater for the same timeframes. I can't explain this discrepancy. Daniel Wiener (The Independent Adviser for Vanguard Investors) compared after-tax returns for Vanguard mutual funds with their corresponding ETF shares a few years ago. IIRC, after-tax returns were the same or varied at most only 2 bps when the funds' expense ratios were the same.
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