Logan (host)
speaker
10,514 appearances
130 recordings
1 series
first heard Dec 2024
last heard 5 Aug
Logan (host)’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 67 in all, peaking in May 2026 with 9.
Appearances
So it's just one price at the end of the day that updates.
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Something to consider from a psychological standpoint.
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Quint did mention as well, the tax advantages are a little bit better on an ETF.
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This is true because mutual funds have people that enter and leave the mutual fund.
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Imagine someone that enters and leaves a business
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pool or something like that.
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You're constantly going inside and out of.
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Because of that, they have to make all of these intra-trades among the mutual fund, and then they have to distribute the capital gains.
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So just like if you had a portfolio of stocks and you're constantly buying and selling different stocks in your portfolio, you're going to trigger some taxes over time with that.
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Mutual funds have to then distribute that out to the investors.
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So ETFs do not have to do that.
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They don't have to distribute the long-term capital gains because they're constantly updating the price based on the underlying assets.
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So in turn, mutual funds typically have a little bit more of a tax consequence.
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However, people get a little hung up on this, that only really matters in a taxable investment account.
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So if you're investing in your IRA, your Roth IRA, or in a 401k retirement plan, it doesn't really matter the tax consequences overall.
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In that case, if you're investing in a retirement account, I normally recommend to people really evaluate what the funds are investing in, making sure that you're getting the exposure you want, and then look for the lowest cost options out there.
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Like Quint mentioned, typically, I'll put a big quotations around that, typically, an exchange-traded fund has been cheaper over time.
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However, prices have compressed across the board on mutual funds and ETFs.
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They've lowered the prices across the board because there's so many options now.
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They know people can go invest in pretty much anything they want to.
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Showing 1001–1020 of 10,514 · page 51 of 526
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