Anonymous

18 Aug 2020

∙

Considering Stashaway invests in US indexes with 30% dividend withholding tax and Endowus invests in Irish-domiciled indexes, should I just go for Endowus?

Considering Stashaway invests in US indexes which have 30% dividend withholding tax, whereas Endowus invests in Irish-domiciled indexes, isn't the choice clear to go with Endowus instead? This is also consideration of the US estate tax laws. Am I missing something here?

Are there any other robo-advisors which invest in Irish-domiciled indexes and can perhaps weigh in?

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Lee John

18 Aug 2020

Endowus offers lower fees, custodian account, and flexibility to invest CPF money too! I'll go with Endowus.

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Related Posts

If US domiciled S&P500 etf such as VOO has 30% dividend withholding tax and people advocate going for Ireland domiciled ones, then why do people still invest in individual US stocks?

Why are most funds investing in US-based ETFs which are subject to 30% withholding tax instead of Irish-domiciled ones with 15% WHT? Market access, fees or availability?

If I were to invest in US domiciled ETF, using a roboadvisor or using a RSP, how are US/ Irish dividend withholding tax, other taxes and management fees calculated?

Considering dividends from robo advisors will be subject to a 30% withholding tax due to investment in US ETFs, which robo advisor platform may be able to seek partial reimbursement of these taxes for me?

I am a passive investor and dollar cost average monthly. I regularly invest into ETFs such as the S&P 500 / Nasdaq 100. However, a 30% withholding tax on US domiciled dividends can eat into my returns?