Post #254 by richinmd on the Retirement Investing board

Personal Finance Topics / Retirement Investing

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To add a slight wrinkle to the general MF vs ETF discussion, many Vanguard mutual funds use a Vanguard patented(!) process to avoid capital gains in their MFs, making them as tax efficient as the corresponding ETF. The patent ran out in 2023, so other mutual funds might start doing the same thing, although eventually I'd expect regulators to take note.

I'm not sure what they do but at least one MF from Vanguard had a major capitol gain distribution that caused many people over at Bogleheads.org to complain frequently about the tax consequences. I'm not a Vanguard fan nor a MF fan so I'm not sure of the details.

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