Anonymous
Hi! Does anyone know how to calculate whether the returns of VUSD is greater than that of SPY pls, while inclusive of the 15% vs 30% withholding taxes? As I see VUSD 5 year returns is only 8.5% vs 11% for SPY, also share price increase over time is much much lower = less cap gains over time if sold. So even if VUSD is lower cost, the benefits may not be as much. Thx a lot!
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To do that you'll need a calculator that acknowledges also the distributed dividends that could also differ.
when not taking into account the dividend find here a chart with 3 graphs (SP500 index, SPY, VUSD) depiciting performance since inception of VUSD, actually not so much different (however when You buy VUSD, instead of 30% with the SPY You'll have only 15% of dividend taxes deducted, so for Singapore investors VUSD is the more prudent choice):
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