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Learning, Sharing, and Teaching => Investor Alley => Topic started by: jnw on January 16, 2019, 12:35:43 AM

Title: Index ETF for Total non-dividend stocks?
Post by: jnw on January 16, 2019, 12:35:43 AM

75% of my retirement will be in a taxable investment account.

Would it be advantageous to invest in an index fund which contains all, and only, non-dividend stocks? That way I am not subjected to income tax on the interest/dividends.

I have no idea what that index would look like or if it would make sense.

Title: Re: Index ETF for Total non-dividend stocks?
Post by: jacoavluha on January 16, 2019, 06:10:08 AM

No

Title: Re: Index ETF for Total non-dividend stocks?
Post by: MustacheAndaHalf on January 16, 2019, 09:27:04 AM

One option is this Vanguard fund that seeks to minimize taxes while tracking the Russell 1000 index:
Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX)
It requires a $10,000 minimum investment and has a 0.09% expense ratio.
https://investor.vanguard.com/mutual-funds/profile/overview/vtclx