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Stadion Tactical Growth I Message Board

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  • astuteinvestor1 astuteinvestor1 Dec 29, 2012 8:17 PM Flag

    Capital gains or dividend this year?


    For you, the tax implications are off the table. It all comes down to evaluating the pre-tax return stream on an absolute and relative basis. The manager of ETFOX states that his goal is to beat his benchmark (S&P 500) with less volatility. Here are the pre-tax returns:

    ETFOX vs. VFINX (Vanguard S&P 500 Index Fund)

    2012: 8.1% vs. 13.9% -580 bps
    2011: 0.8% vs. 2.0% -120 bps
    2010: 19.0% vs. 14.9% +410 bps

    3-YR IRR: 9.1% vs. 10.1% -100 bps

    NB - 3-YR IRR for ETFOX falls to 5.5% on an after-tax basis in a taxable account.

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