Maximilian (@Max095) on getquin

3Mon·

Hi guys, I've been thinking about selling my $XMAW (+0%) ETF and invest the money in the $VWRL (-0.08%) to invest. The $XMAW (+0%) was my first investment about 6 years ago and is supposed to reflect the "core" alongside my dividend growth strategy. From the $VWRL (-0.08%) I'm hoping for a slightly better return and lower costs.

In your opinion, does this approach make sense, or should I simply let the MSCI AC World ESG $XMAW (+0%) just continue as before?

I am very much looking forward to your opinions!

Have a nice evening everyone!

8 Comments

Ironman@Ironman2022

3Mon

Do you have profits at $XMAW? Then withholding tax would be due on the sale. You will then lose the amount on further investments. In this case, leave it and save it on $VWRL.

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Marvin@SchlaubiSchlumpf

3Mon

I still get the notifications for your posts (or when you add someone etc.)
Seems like I need to turn them off temporarily 😢

@Kundenservice

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Kosmonaut@Kosmonaut

3Mon

A classic "it depends". If, as Ironman has already written, you have made profits that you have to pay tax on, it would of course not be so clever to sell the ETF. The MSCI World and the FTSE All World are not particularly different, apart from the emerging markets. You have the ESG Screened, which has a bit fewer companies in it but otherwise not that different. I would ignore the costs when switching.
I'm in favor of leaving it.

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