1Yr·

Hi guys, I've been thinking about selling my $XMAW (-0.54%) ETF and invest the money in the $VWRL (-0.39%) to invest. The $XMAW (-0.54%) was my first investment about 6 years ago and is supposed to reflect the "core" alongside my dividend growth strategy. From the $VWRL (-0.39%) 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 (-0.54%) just continue as before?

I am very much looking forward to your opinions!

Have a nice evening everyone!

8 Comments

Ironman@Ironman2022

1Yr

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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Uwe@SchlaubiSchlumpf

1Yr

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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Maximilian@Max095

1Yr

@SchlaubiSchlumpf Schade ☹️

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Kundenservice V.@Kundenservice

1Yr

@SchlaubiSchlumpf The colleagues are working on it. :)

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Maximilian@Max095

1Yr

@Kundenservice Danke 😊

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Uwe@SchlaubiSchlumpf

1Yr

@Kundenservice danke 😊

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Kosmonaut@Kosmonaut

1Yr

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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Maximilian@Max095

1Yr

@Kosmonaut Thank you very much for your detailed assessment! :) I've now also decided to leave it as I'm no longer investing in this ETF anyway.

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