TLH Partner for EDV?

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Topic Author
mwxlkn
Posts: 7
Joined: Thu Apr 23, 2020 10:59 am

TLH Partner for EDV?

Post by mwxlkn »

Hello everyone!

I'm looking for a good/legitimate TLH partner for EDV. What do folks use?
TLT or GVOZ both follow a different index (ICE index) vs EDV (Barclay index). Would either be appropriate?

Many thanks!
lakpr
Posts: 11517
Joined: Fri Mar 18, 2011 9:59 am

Re: TLH Partner for EDV?

Post by lakpr »

Yahoo finance thinks GOVZ and EDV are competitors, so should be a good TLH partner ...

https://finance.yahoo.com/news/ishares- ... 00156.html
yahoo finance wrote: GOVZ will compete with the nearly $2 billion Vanguard Extended Duration Treasury ETF (EDV), which invests in 20- to 30-year Treasury STRIPS and also comes with an expense ratio of 0.07%. It launched in late 2007.
getco
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Joined: Fri Jul 14, 2017 7:10 am

Re: TLH Partner for EDV?

Post by getco »

ZROZ @ 0.15% ER. ZROZ had no cap gains to distribute this year vs EDV distributing 3% of NAV (~1/3 short term).
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neurosphere
Posts: 5203
Joined: Sun Jan 17, 2010 12:55 pm

Re: TLH Partner for EDV?

Post by neurosphere »

There is some good discussion on EDV and TLH in this thread on the benefits of TLH in a rising rate environment: viewtopic.php?f=10&t=322058
If you have to ask "Is a Target Date fund right for me?", the answer is "Yes" (even in taxable accounts).
Topic Author
mwxlkn
Posts: 7
Joined: Thu Apr 23, 2020 10:59 am

Re: TLH Partner for EDV?

Post by mwxlkn »

Thank you all. Super useful information.
occambogle
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Joined: Thu Dec 12, 2019 3:58 am

Re: TLH Partner for EDV?

Post by occambogle »

I was looking to maybe TLH some EDV losses... so are we sure that EDV vs GOVZ does not constitute a wash sale?
Dominic
Posts: 470
Joined: Sat Jul 02, 2016 11:36 am

Re: TLH Partner for EDV?

Post by Dominic »

occambogle wrote: Sun Feb 28, 2021 12:27 am I was looking to maybe TLH some EDV losses... so are we sure that EDV vs GOVZ does not constitute a wash sale?
GOVZ holds 25-30 year STRIPS, while EDV holds 20-30 year STRIPS. The difference in maturity/duration should be enough to avoid a wash sale.

For what it's worth, ZROZ also targets 25-30 year, so GOVZ and ZROZ might not be safe to TLH with each other.
occambogle
Posts: 953
Joined: Thu Dec 12, 2019 3:58 am

Re: TLH Partner for EDV?

Post by occambogle »

Dominic wrote: Sun Feb 28, 2021 12:35 am
occambogle wrote: Sun Feb 28, 2021 12:27 am I was looking to maybe TLH some EDV losses... so are we sure that EDV vs GOVZ does not constitute a wash sale?
GOVZ holds 25-30 year STRIPS, while EDV holds 20-30 year STRIPS. The difference in maturity/duration should be enough to avoid a wash sale.

For what it's worth, ZROZ also targets 25-30 year, so GOVZ and ZROZ might not be safe to TLH with each other.
Yes that was my impression, thanks I just wanted some reassurance...
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