Blend ETFs Tax Rates
The following table includes certain tax information for all Blend ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short-term and long-term capital gains rates and the tax form on which gains or losses in each ETF will be reported. Note that ETFs are usually tagged by ETFdb analysts as more than one type; for example, an inverse gold ETF may be tagged as "inverse" and as "gold" and as "commodity". If you're looking for a more simplified way to browse and compare ETFs, you may want to visit our ETFdb Categories, which categorize every ETF in a single "best fit" category.
Note that the table below may include leveraged and inverse ETFs. Exclude Leveraged and Inverse ETFs
As Of 05/25/2012
| Symbol | Name | ST Cap Gains Rate | LT Cap Gains Rate | Tax Form |
|---|---|---|---|---|
| SPY | SPDR S&P 500 | 35% | 15% | 1099 |
| EFA | MSCI EAFE Index Fund | 35% | 15% | 1099 |
| IVV | S&P 500 Index Fund | 35% | 15% | 1099 |
| VTI | Total Stock Market ETF | 35% | 15% | 1099 |
| IWM | Russell 2000 Index Fund | 35% | 15% | 1099 |
| IJH | S&P MidCap 400 Index Fund | 35% | 15% | 1099 |
| MDY | SPDR MidCap Trust Series I | 35% | 15% | 1099 |
| VEA | Europe Pacific | 35% | 15% | 1099 |
| IJR | S&P SmallCap 600 Index Fund | 35% | 15% | 1099 |
| IWB | Russell 1000 Index Fund | 35% | 15% | 1099 |
| VEU | FTSE All World Ex US ETF | 35% | 15% | 1099 |
| IWR | Russell Midcap Index Fund | 35% | 15% | 1099 |
| VOO | S&P 500 ETF | 35% | 15% | 1099 |
| VB | Small-Cap ETF | 35% | 15% | 1099 |
| VO | Mid-Cap ETF | 35% | 15% | 1099 |
| OEF | S&P 100 Index Fund | 35% | 15% | 1099 |
| IWV | Russell 3000 | 35% | 15% | 1099 |
| VV | Large-Cap ETF | 35% | 15% | 1099 |
| RSP | S&P Equal Weight ETF | 35% | 15% | 1099 |
| ACWI | MSCI All Country World Index Fund | 35% | 15% | 1099 |
| SH | Short S&P500 | 35% | 15% | 1099 |
| SDS | UltraShort S&P500 | 35% | 15% | 1099 |
| SPLV | S&P 500 Low Volatility Portfolio | 35% | 15% | 1099 |
| VXF | Extended Market ETF | 35% | 15% | 1099 |
| SCZ | MSCI EAFE Small Cap | 35% | 15% | 1099 |
