奈米戶超過 35000 USD 在 IB 買 VWRD 股息就贏 VT/VTI? - 投資
By David
at 2021-04-13T22:55
at 2021-04-13T22:55
Table of Contents
大家好,想請問一下
奈米戶在 IB 會有每個月 10 USD 的管理費,每年總計 120 USD
根據公式計算
Name L1TW L2TW YIELD TER TWR Fianl Yield
VT 3.90% 30.00% 1.62% 0.08% 0.51% 1.11%
VTI 2.40% 30.00% 1.38% 0.03% 0.43% 0.95%
VWRD.L 10.30% 0.00% 1.44% 0.22% 0.15% 1.29%
VWRD 就跟 VTI 差距 +0.34%, 跟 VT 差距 +0.18%
如此計算超過 120 USD 的話
VTI: 120 / 0.34% = 35308 USD
VT : 120 / 0.18% = 67451 USD
是不是超過上面的投資額,在 IB 開戶就會優於其他券商?
外加還有遺產稅優勢 (不列入 60k 額度)
不知道這樣計算有沒有錯誤
--
奈米戶在 IB 會有每個月 10 USD 的管理費,每年總計 120 USD
根據公式計算
Name L1TW L2TW YIELD TER TWR Fianl Yield
VT 3.90% 30.00% 1.62% 0.08% 0.51% 1.11%
VTI 2.40% 30.00% 1.38% 0.03% 0.43% 0.95%
VWRD.L 10.30% 0.00% 1.44% 0.22% 0.15% 1.29%
VWRD 就跟 VTI 差距 +0.34%, 跟 VT 差距 +0.18%
如此計算超過 120 USD 的話
VTI: 120 / 0.34% = 35308 USD
VT : 120 / 0.18% = 67451 USD
是不是超過上面的投資額,在 IB 開戶就會優於其他券商?
外加還有遺產稅優勢 (不列入 60k 額度)
不知道這樣計算有沒有錯誤
--
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投資
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