Hello everyone!
I have accumulated 50K in my taxable brokerage account in VUG. Recently - after some research, I am convinced SCHG is a better growth fund in terms of diversification, short term/long term return, and lower volatility.
Question is - is it worth it to sell VUG to switch to SCHG? Will have to pay taxes on about 15K in gains.
Some tell me VUG and SCHG is similar enough and not worth it to sell to switch - but wouldn't 1+% annual difference over decade add up to huge difference?
THANK YOU
I have accumulated 50K in my taxable brokerage account in VUG. Recently - after some research, I am convinced SCHG is a better growth fund in terms of diversification, short term/long term return, and lower volatility.
Question is - is it worth it to sell VUG to switch to SCHG? Will have to pay taxes on about 15K in gains.
Some tell me VUG and SCHG is similar enough and not worth it to sell to switch - but wouldn't 1+% annual difference over decade add up to huge difference?
THANK YOU
Statistics: Posted by MonaLisa888 — Thu Dec 19, 2024 10:34 am — Replies 2 — Views 81