Russell 3000 Index ETF Tax Rates

Index Description

The index is capitalization-weighted and consists of the 3000 largest companies domiciled in the U.S. and its territories.

ETFs Tracking The Russell 3000 Index

The following table presents sortable tax data for ETFs currently tracking the Russell 3000 Index.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWV Russell 3000 35% 15% 1099
VTHR Russell 3000 ETF 35% 15% 1099

Other All Cap Equities ETFs

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the All Cap Equities ETFdb Category are presented in the following table.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
VTI Total Stock Market ETF 35% 15% 1099
IWV Russell 3000 35% 15% 1099
SCHB U.S. Broad Market ETF 35% 15% 1099
IYY Dow Jones U.S. Total Market Index Fund 35% 15% 1099
PDP DWA Technical Leaders Portfolio 35% 15% 1099
TMW SPDR DJ Wilshire Total Market ETF 35% 15% 1099
SCHD US Dividend Equity ETF 35% 15% 1099
ISI S&P 1500 Index Fund 35% 15% 1099
IWZ Russell 3000 Growth Index Fund 35% 15% 1099
IWW Russell 3000 Value 35% 15% 1099
PEY High Yield Dividend Achievers 35% 15% 1099
NFO Insider Sentiment ETF 35% 15% 1099
ONEQ Nasdaq Composite Index Tracking Stock 35% 15% 1099
PKW Buyback Achievers 35% 15% 1099
EUSA MSCI USA Index Fund 35% 15% 1099
PWC XTF: Dynamic Market Portfolio 35% 15% 1099
RYJ Raymond James SB-1 Equity ETF 35% 15% 1099
TILT Morningstar US Market Factor Tilt Index Fund 35% 15% 1099
USMV MSCI USA Minimum Volatility Index Fund 35% 15% 1099
NYC NYSE Composite Index Fund 35% 15% 1099
FVL Value Line 100 ETF 35% 15% 1099
FAB Multi Cap Value AlphaDEX Fund 35% 15% 1099
VTHR Russell 3000 ETF 35% 15% 1099
CSD Spin-Off ETF 35% 15% 1099
FAD Multi Cap Growth AlphaDEX Fund 35% 15% 1099

Other All Cap Equities Indexes

Other indexes tracked by ETFs in the All Cap Equities ETFdb Category include:

Mutual Funds Tracking Russell 3000 Index

ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking Russell 3000 Index include: AABCX, AADAX, AADCX, AADIX, AADRX, AADSX, AADYX, AAEBX, AAMGX, AAMYX, ABIFX, ABKYX, ABMBX, ACMGX, ACNAX, ACNBX, ACNCX, ACNIX, ACNRX, ACNYX, ACSSX, AGECX, AGWBX, AGWCX, AGWFX, AGWYX, AIMGX, ALAAX, ALAYX, AMBGX, AMKAX, AMKBX, AMKCX, AMKRX, AMKSX, AMLIX, AMVIX, ANENX, AOCIX, AOGIX, AOMIX, AONIX, AOOIX, AOVIX, ARBMX, ARBRX, ARBSX, ARBVX, ARCMX, ARCRX, ARCSX, ARCVX, ARDMX, ARDRX, ARDSX, ARDVX, ARFAX, ARFIX, ARFMX, ARFRX, ARFSX, ARFVX, ARFWX, ARLIX, ARNIX, AROAX, AROIX, ARORX, ARSRX, ARTAX, ARTOX, ARWAX, ARWFX, ARWIX, ARWRX, ARYAX, ARYIX, ARYRX, ASENX, ATTIX, AVDIX, AXBAX, AXMAX, AXPBX, AXTAX, AXTBX, BAAPX, BACPX, BAGPX, BAMPX, BAPAX, BAPBX, BAPCX, BAPDX, BAPEX, BAPGX, BAPHX, BAPJX, BAPKX, BCAPX, BCCPX, BCGPX, BCMPX, BFLAX, BIAOX, BIAPX, BICPX, BIGPX, BIMPX, BIPAX, BIPBX, BIPCX, BIPDX, BIPEX, BIPGX, BIPHX, BIPJX, BIPKX, BLAFX, BLAQX, BLARX, BLIAX, BNGLX, BNPBX, BNPCX, BPGLX, BRAPX, BRCPX, BRGPX, BRMPX, BRPAX, BRPBX, BRPCX, BRPDX, BRPEX, BRPGX, BRPHX, BRPJX, BRPKX, BULLX, CAAAX, CAACX, CAAMX, CAAYX, CACMX, CAGIX, CALCX, CAMAX, CCLAX, CLAIX, CLIAX, CMAAX, CMACX, CMAFX, CMAIX, CMARX, CMBAX, CMNBX, CMNCX, CMNWX, CMTRX, DFEOX, DFQTX, DFSIX, DFTCX, DFUEX, DGOCX, DGOYX, DHLTX, DHTAX, DHTCX, DIHSX, DIIHX, DILHX, DILSX, DISHX, DMGBX, DTMEX, DVCSX, DVLSX, EAEAX, EBEAX, ECEAX, EEAAX, EEACX, EEAIX, EPLCX, EXBAX, EXDAX, EXEYX, EXHAX, FASAX, FBAAX, FBABX, FBACX, FESAX, FESBX, FESTX, FMABX, FMATX, FSBBX, FSBCX, FSBKX, FSTBX, GCOYX, GCOZX, GCTAX, GCTBX, GCTCX, GCTIX, GCTSX, GFIYX, GFIZX, GGBYX, GGBZX, GGIYX, GGIZX, GRSPX, GUSAX, HABBX, HACCX, HADDX, HAEEX, HAFFX, HAGGX, HAHHX, HAIIX, HARAX, HARBX, HARCX, HARDX, HARFX, HARGX, HARHX, HARIX, HARJX, HARKX, HARLX, HARMX, HARNX, HAROX, HARPX, HARQX, HARTX, HARUX, HARVX, HARWX, HARYX, HARZX, HCACX, HCAYX, HCKAX, HCKBX, HCKCX, HCKIX, HCKRX, HCKSX, HCKTX, HCTAX, HCTBX, HCTIX, HCTRX, HCTSX, HCTTX, HCTYX, HDPIX, HDPMX, HFCCX, HIACX, HIBCX, IACBX, IALAX, IHCAX, IIRGX, ILAAX, ILLLX, IRCAX, IRCPX, IRGMX, IRGPX, IRMGX, IRMIX, IRMPX, ITHAX, ITHIX, ITHRX, ITHSX, ITHTX, JAMPX, JAMTX, JAPNX, JAPVX, JCMPX, JDAAX, JDGBX, JDGCX, JDGZX, JEACX, JEQAX, JGARX, JHBHX, JHUMX, JIMPX, JMLAX, JMLIX, JNSAX, JNSCX, JNSIX, JNSSX, JNSZX, JSAAX, JSACX, JSAIX, JSASX, JSAZX, JSFAX, JSFCX, JSFIX, JSFSX, JSFZX, JSIIX, JSIZX, JSMAX, JSMCX, JSMIX, JSMPX, JSMSX, JSMZX, JSRAX, JSRCX, JSRSX, JSWAX, JSWCX, JSWIX, JSWSX, JSWZX, JTSAX, JTSCX, JTSIX, JTSSX, JTSZX, JTTAX, JTTCX, JTTIX, JTTSX, JTTZX, KPAAX, LABBX, LABFX, LABPX, LABYX, LDSAX, LDSBX, LDSCX, LDSFX, LDSPX, LDSQX, LDSRX, LDSYX, LGIQX, LGIRX, LGXFX, LMGOX, LSISX, LTADX, LTANX, LTAOX, LTAPX, LTASX, LTEEX, LTFDX, LTFGX, LTFIX, LTFLX, LTFPX, LTFSX, LTINX, LTIUX, LTPDX, LTPEX, LTPFX, LTRDX, LTRGX, LTRIX, LTRLX, LTRSX, LTRVX, LTSEX, LTSGX, LTSLX, LTSNX, LTSTX, LTVIX, LTVPX, LWSAX, LWSBX, LWSCX, LWSPX, LWSYX, MAPAX, MAPBX, MAPRX, MATIX, MMAPX, MMDAX, MMPCX, MNBAX, MNBIX, MNCIX, MNHIX, MNMIX, MPRRX, MRERX, MRGAX, MRGBX, MRGCX, MRGGX, MRGHX, MRGJX, MRGRX, MSEFX, MSENX, MSMIX, MUBFX, MXXIX, NMTAX, NMTBX, NMYAX, NMYCX, OCGCX, OCINX, OFAFX, OFALX, OGBBX, OGBCX, OGGCX, OGIAX, OGIGX, OIBFX, OICAX, OICGX, OMOBX, OMSCX, OMSNX, OMSOX, OMSYX, ONCFX, ONEBX, ONECX, ONGAX, ONGFX, ONGIX, ONIFX, OPEBX, OPECX, OPPEX, PAARX, PABAX, PABBX, PABMX, PABYX, PACAX, PACBX, PACCX, PACMX, PACRX, PACYX, PAEAX, PAEBX, PAECX, PAGMX, PAGYX, PALTX, PAMGX, PARAX, PARBX, PARCX, PARDX, PARFX, PARGX, PARHX, PARIX, PARJX, PARKX, PARLX, PAROX, PASRX, PBCFX, PBIOX, PBQAX, PBQFX, PCCFX, PCGAX, PCIOX, PCLRX, PDCZX, PDHZX, PDMZX, PENAX, PEQZX, PFLJX, PGARX, PHGAX, PHGCX, PIHGX, PIIYX, PIMGX, PISFX, PLAIX, PLFJX, PLIBX, PLSIX, PLSJX, PLSMX, PLSNX, PLSPX, PLSSX, PLTFX, PLTJX, PLTSX, PLWIX, PMTIX, PPEAX, PPLIX, PRECX, PRSGX, PTAJX, PTAMX, PTANX, PTAPX, PTASX, PTBAX, PTBMX, PTBNX, PTBPX, PTBSX, PTCAX, PTCBX, PTCMX, PTCNX, PTCPX, PTCSX, PTDAX, PTDBX, PTDIX, PTDJX, PTDMX, PTDNX, PTDPX, PTDSX, PTEFX, PTENX, PTERX, PTESX, PTTIX, PVASX, PWASX, PWCIX, PWTAX, PWTBX, PWTYX, PXASX, PYASX, PZASX, QAACX, QCACX, QIACX, QKACX, RAMGX, RBGCX, RBTCX, RLIAX, RPEAX, RPFEX, RPFYX, RPOYX, RPTYX, RRPYX, RRTAX, RRTBX, RRTCX, RRTDX, RRTFX, RRTIX, RRTLX, RRTMX, RRTNX, RRTPX, RRTRX, RRTVX, RSCUX, RSEEX, RSELX, RSEMX, RSEPX, RSERX, RSFNX, RSMEX, RSMMX, RSMNX, RSMPX, RSMTX, RSNFX, RSNNX, RSPLX, RSPRX, RSPUX, RSRCX, RSRNX, RSRPX, RSRRX, RSRTX, RSRUX, RSSPX, RSUCX, RSUPX, RSURX, RSUSX, RYAMX, RYISX, RYSRX, SACPX, SBFIX, SCCAX, SCCCX, SEVIX, SFVBX, SFVCX, SHFVX, SLBRX, SLIRX, SLRRX, SLSDX, SLSSX, SMTAX, SMTCX, SMTIX, SMTSX, SMTZX, SPAAX, SPBLX, SPMRX, SRJAX, SRJCX, SRJIX, SRJSX, SRJZX, SSLBX, SSLGX, SSLIX, STWRX, SVOAX, TAFPX, TCEPX, TCFPX, TCHPX, TCIIX, TCLEX, TCLFX, TCLIX, TCLNX, TCLOX, TCLPX, TCLRX, TCLTX, TCNIX, TCOIX, TCQPX, TCRIX, TCTIX, TCTPX, TCWIX, TCWPX, TCYIX, TCYPX, TCZPX, TFOIX, TFTIX, TICRX, TIEIX, TIMIX, TIMRX, TINRX, TIQRX, TISCX, TITRX, TLFIX, TLFPX, TLFRX, TLGRX, TLHIX, TLHPX, TLHRX, TLIPX, TLIRX, TLLIX, TLLPX, TLLRX, TLMPX, TLMRX, TLPRX, TLQIX, TLQRX, TLRIX, TLRRX, TLTIX, TLTPX, TLTRX, TLVPX, TLWIX, TLWPX, TLWRX, TLXIX, TLYIX, TLYPX, TLYRX, TLZIX, TLZRX, TMMAX, TPILX, TRCIX, TRILX, TRPSX, TRRAX, TRRBX, TRRCX, TRRDX, TRRFX, TRRGX, TRRHX, TRRIX, TRRJX, TRRKX, TRRMX, TRRNX, TRSCX, TTFIX, TTFPX, TTFRX, UFSGX, USBSX, USGRX, UVALX, VAGLX, VALAX, VALDX, VALEX, VALUX, VCGLX, VMGLX, VSBPX, WFBTX, WFLOX, WFODX, WFOKX, WOTDX, WPOPX, WPVLX and WTSGX.

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