Exchange Fund Tax Benefit Calculator

Step through the comparison of an Exchange Fund vs. Sell & Diversify strategy.

Your scenario

Your stock

Stock Value

Cost Basis

Growth Rate

Current Tax Rate

Investment Period

Tax at Liquidation

Simulated results for illustrative purposes only. The growth rate is hypothetical, gross of fees, and used to illustrate the benefits of potential tax deferral.

Let's begin

We'll compare an Exchange Fund to the common Sell and Diversify strategy. Since your $500.0K in $NVDA has a $400.0K capital gain, you'll owe $140.0K in taxes if you sell today.

Sell & Diversify$500.0K

Exchange Fund$500.0K