透過綠角踏入指數化投資,也參考柏格頭的網站, 有NRA的投資人建議透過愛爾蘭註冊的基金可以減少美國政府對股利的課稅, 以下我做了點比較跟大家分享,如果有大大有其他意見也請不吝指教, VWRD VT Fund Benchmark: FTSE All World NR USD FTSE Global All Cap NR USD Total Assets 1.01 bil USD 6.19 bil USD Prem/Discount -0.62% -0.05% Turnover Ratio 5.00% 7.00% Avg Vol. 34,086 798,358 UCITS YES NO Estimated Holding Cost 0.04% -0.38% Expenses 0.25% 0.14% Latest Distribution History USD USD year to Date (Est.) 0.79305 0.688 2015 1.3639 1.414 2014 1.5673 1.464 2013 1.2526 1.222 2012 0.6198 1.139 sum 5.59665 5.927 withholding tax 4.1489 NAV_2012/6/1 48.19 42.36 NAV_2016/9/5 69.95 61.3 gain 21.76 18.94 gain% 45.15% 44.71% total return 27.35665 24.867 total return% 56.77% 58.70% total return%(withholding tax) 54.51% 2012-2016 yield 11.61% 13.99% 2012-2016 yield(withholding tax) 9.79% 雖然VWRD不含小型股,分散性較差,總資產較小,成交量較小, 持有成本較高,費用總支出較高, 但近四年的累積總報酬率56.77%,比VT預扣稅後54.51%高約2%, 是不是證明愛爾蘭註冊的基金,稅務上的優勢是值得投入 ※ 編輯: zipchihhung (1.200.51.139), 09/06/2016 20:40:57