Topic

IVA Research

A collection of 126 posts

IVA Research

Finding Vanguard’s Active ETFs

Answering two questions: Why has Vanguard only dipped a toe in the active ETF waters? Are Vanguard’s actively managed mutual funds as tax-friendly as their ETF siblings?

| 6 min read
IVA Research

Vanguard’s Exception to the Rule

Vanguard’s index mutual funds are as tax-friendly as the firm’s ETFs.

| 13 min read
IVA Research

ETFs: More Complicated Than Expected

Take your ETF knowledge to the next level by understanding their pricing and tax mechanics.

| 6 min read
IVA Research

ETFs: Understanding the Basics

ETFs 101 — The basics of exchange-traded funds (ETFs).

| 11 min read
IVA Research

Taxing Returns: 2024

Measuring the bite taxes take out of Vanguard fund returns.

| 22 min read
IVA Research

Misleading Costs

MAILBAG — Your cost basis is not an accurate measure of total return

| 4 min read