{"id":35082,"date":"2022-11-28T09:17:05","date_gmt":"2022-11-28T08:17:05","guid":{"rendered":"https:\/\/www.investglass.com\/?p=35082"},"modified":"2025-03-24T05:40:05","modified_gmt":"2025-03-24T04:40:05","slug":"%e7%9b%b4%e6%8e%a5%e6%8c%87%e6%95%b0%e5%8c%96%e6%98%af%e5%90%a6%e6%af%94%e7%ad%89%e5%80%bc%e5%9f%ba%e9%87%91%e6%9b%b4%e9%80%82%e5%90%88%e5%a4%a7%e8%a7%84%e6%a8%a1%e5%ae%9e%e6%96%bd%e4%b8%aa%e6%80%a7","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/zh\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/","title":{"rendered":"\u76f4\u63a5\u6307\u6570\u5316\u6295\u8d44\u6bd4 ETF \u6295\u8d44\u66f4\u597d\u5417\uff1f\u5927\u89c4\u6a21\u5b9e\u65bd\u4e2a\u6027\u5316\u8282\u7a0e\u6295\u8d44\u7ec4\u5408"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u8bf4\u5230\u6295\u8d44\uff0c\u6709\u5f88\u591a\u9009\u62e9\u3002\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u5c31\u662f\u5176\u4e2d\u4e00\u79cd\u6d41\u884c\u7684\u9009\u62e9\u3002ETF \u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u63a5\u89e6\u4e00\u7bee\u5b50\u8d44\u4ea7\u7684\u9014\u5f84\uff0c\u800c\u4e14\u53ef\u4ee5\u50cf\u80a1\u7968\u4e00\u6837\u8fdb\u884c\u4ea4\u6613\u3002\u4f46\u662f\uff0c\u76f4\u63a5\u6307\u6570\u5316\u6295\u8d44\u6bd4 ETF \u57fa\u91d1\u66f4\u597d\u5417\uff1f\u4ee5\u4e0b\u662f\u60a8\u9700\u8981\u4e86\u89e3\u7684\u4fe1\u606f\uff0c\u5e76\u8fde\u63a5\u5230\u4e13\u4e3a\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u548c\u8d22\u52a1\u987e\u95ee\u6253\u9020\u7684 InvestGlass \u5de5\u5177\u3002.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4ec0\u4e48\u662f\u76f4\u63a5\u7d22\u5f15\uff1f<\/li>\n\n\n\n<li>\u5728\u72ec\u7acb\u7ba1\u7406\u8d26\u6237\u4e2d\u5bfb\u6c42\u7a0e\u6536\u6548\u7387<\/li>\n\n\n\n<li>\u5982\u4f55\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1&nbsp;<\/li>\n\n\n\n<li>\u54ea\u4e9b\u7c7b\u578b\u7684\u6295\u8d44\u8005\u53ef\u80fd\u9002\u5408\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-direct-indexing-versus-mutual-fund\">\u4ec0\u4e48\u662f\u76f4\u63a5\u6307\u6570\u5316\u4e0e\u5171\u540c\u57fa\u91d1\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f4\u63a5\u6307\u6570\u5316\u662f\u4e00\u79cd\u6295\u8d44\u7b56\u7565\uff0c\u5305\u62ec\u8d2d\u4e70\u548c\u6301\u6709\u4e2a\u80a1\uff0c\u800c\u4e0d\u662f\u8d2d\u4e70 ETF\u3002\u8fd9\u53ef\u80fd\u662f\u4e00\u79cd\u66f4\u8282\u7a0e\u7684\u6295\u8d44\u65b9\u5f0f\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u6295\u8d44\u8005\u907f\u514d\u652f\u4ed8 ETF \u672c\u8eab\u7684\u8d44\u672c\u5229\u5f97\u7a0e\u3002\u6b64\u5916\uff0c\u76f4\u63a5\u6307\u6570\u5316\u6295\u8d44\u8fd8\u80fd\u8ba9\u6295\u8d44\u8005\u5bf9\u81ea\u5df1\u7684\u6295\u8d44\u7ec4\u5408\u6709\u66f4\u591a\u7684\u4e2a\u6027\u5316\u9009\u62e9\u548c\u63a7\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ETF\uff0c\u5373\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff0c\u662f\u4e00\u79cd\u6301\u6709\u80a1\u7968\u3001\u5546\u54c1\u6216\u503a\u5238\u7b49\u8d44\u4ea7\u5e76\u53ef\u5728\u8bc1\u5238\u4ea4\u6613\u6240\u4ea4\u6613\u7684\u6295\u8d44\u57fa\u91d1\u3002ETF \u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u63a5\u89e6\u4e00\u7bee\u5b50\u8d44\u4ea7\u7684\u9014\u5f84\uff0c\u800c\u4e14\u53ef\u4ee5\u50cf\u80a1\u7968\u4e00\u6837\u4e70\u5356\u3002ETF \u901a\u5e38\u6bd4\u4f20\u7edf\u7684\u6307\u6570\u57fa\u91d1\u66f4\u53d7\u6b22\u8fce\uff0c\u56e0\u4e3a ETF \u901a\u5e38\u6210\u672c\u66f4\u4f4e\uff0c\u800c\u4e14\u6709\u7a0e\u6536\u4f18\u60e0\u3002\u8fd9\u4e0e\u96f6\u788e\u80a1\u7968\u4e0d\u540c\uff0c\u540e\u8005\u6d89\u53ca\u8bbe\u7acb\u591a\u4e2a\u8d26\u6237\u5e76\u6295\u8d44\u4e8e\u96f6\u788e\u80a1\u7968\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ETF \u53ef\u4ee5\u5305\u542b\u591a\u79cd\u8d44\u4ea7\uff0c\u5305\u62ec\u80a1\u7968\u3001\u5546\u54c1\u548c\u503a\u5238\u3002\u8fd9\u53ef\u4ee5\u8ba9\u6295\u8d44\u8005\u63a5\u89e6\u5230\u4e00\u7cfb\u5217\u5e02\u573a\uff0c\u662f\u4e00\u79cd\u65b9\u4fbf\u7684\u6295\u8d44\u65b9\u5f0f\u3002\u6b64\u5916\uff0cETF \u53ef\u4ee5\u5728\u8bc1\u5238\u4ea4\u6613\u6240\u4ea4\u6613\uff0c\u56e0\u6b64\u4e70\u5356\u975e\u5e38\u65b9\u4fbf\u3002ETF \u53ef\u4ee5\u5305\u542b\u590d\u6742\u7684\u7b56\u7565\uff0c\u8fd9\u5bf9\u7a0e\u6536\u4e8f\u635f\u6536\u5272\u6709\u5f71\u54cd\u3002\u5982\u679c\u4f7f\u7528\u5f97\u5f53\uff0c\u8fd8\u53ef\u4ee5\u62b5\u6d88\u8d44\u672c\u6536\u76ca\u3002\u6bcf\u4e2a\u56fd\u5bb6\u7684\u5e94\u7a0e\u8d26\u6237\u53ef\u80fd\u4f1a\u6709\u6240\u4e0d\u540c\uff0c\u56e0\u6b64\u8bf7\u786e\u4fdd\u60a8\u9996\u5148\u8be2\u95ee\u60a8\u7684\u8d22\u52a1\u987e\u95ee\u3002\u5f53\u7136\uff0c\u5982\u679c\u60a8\u4f7f\u7528\u7684\u662f\u673a\u5668\u4eba\u987e\u95ee\uff0c\u90a3\u4e48\u7a0e\u52a1\u4e13\u4e1a\u5de5\u4f5c\u901a\u5e38\u4e5f\u5305\u542b\u5728\u673a\u5668\u4eba\u987e\u95ee\u89e3\u51b3\u65b9\u6848\u4e2d\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f5c\u4e3a InvestGlass\uff0c\u6211\u4eec\u5efa\u8bae\u5ba2\u6237\u5728\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5efa\u8bae\u4e66\u4e2d\u4ee5\u6559\u5e08\u7684\u8eab\u4efd\u767b\u95e8\u62dc\u8bbf\uff0c\u4e86\u89e3\u6f5c\u5728\u7684\u8282\u7a0e\u63aa\u65bd\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg\" alt=\"\" class=\"wp-image-32682\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-seeking-tax-efficiency-in-a-separately-managed-account-with-direct-indexing-strategies\">\u5728\u91c7\u7528\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\u7684\u72ec\u7acb\u7ba1\u7406\u8d26\u6237\u4e2d\u5bfb\u6c42\u7a0e\u6536\u6548\u7387<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u7a0e\u6536\u6548\u7387\u662f\u6295\u8d44\u8005\u7684\u4e00\u4e2a\u91cd\u8981\u8003\u8651\u56e0\u7d20\u3002\u901a\u8fc7\u4f7f\u7528\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\uff0c\u6295\u8d44\u8005\u53ef\u4ee5\u907f\u514d\u4e3a ETF \u672c\u8eab\u652f\u4ed8\u8d44\u672c\u5229\u5f97\u7a0e\u3002\u8fd9\u53ef\u80fd\u662f\u4e00\u79cd\u66f4\u8282\u7a0e\u7684\u6295\u8d44\u65b9\u5f0f\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u6295\u8d44\u8005\u4fdd\u7559\u66f4\u591a\u5229\u6da6\u3002\u6b64\u5916\uff0c\u76f4\u63a5\u6307\u6570\u5316\u8fd8\u80fd\u8ba9\u6295\u8d44\u8005\u5bf9\u81ea\u5df1\u7684\u6295\u8d44\u7ec4\u5408\u6709\u66f4\u591a\u7684\u4e2a\u6027\u5316\u9009\u62e9\u548c\u63a7\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u4e60\u60ef\u4e8e\u521b\u5efa\u6295\u8d44\u7ec4\u5408\u59d4\u6258\uff0c\u5728 Matic \u6295\u8d44\u6216\u4e3b\u52a8\u7b56\u7565\u4e2d\u5c06\u5305\u62ec\u8282\u7a0e\u8bc1\u5238\u3002\u60a8\u8fd8\u53ef\u4ee5\u5356\u51fa\u4e0b\u8dcc\u7684\u80a1\u7968\uff0c\u7528\u635f\u5931\u62b5\u6d88\u6536\u76ca\uff0c\u4ece\u800c\u964d\u4f4e\u7a0e\u8d39\u6216\u5b8c\u5168\u907f\u7a0e\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-deliver-personalization-for-your-investors\">\u5982\u4f55\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e2a\u6027\u5316\u670d\u52a1&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u521b\u5efa\u4e86 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/zh\/%e6%95%b0%e5%ad%97%e5%85%a5%e8%81%8c\/\"   title=\"\u6570\u5b57\u5165\u804c\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"139\">\u6570\u5b57\u5165\u804c<\/a> \u4e3a\u5e0c\u671b\u5efa\u7acb\u673a\u5668\u4eba\u54a8\u8be2\u89e3\u51b3\u65b9\u6848\u7684\u57fa\u91d1\u7ecf\u7406\u548c\u54a8\u8be2\u516c\u53f8\u63d0\u4f9b\u7684\u89e3\u51b3\u65b9\u6848\u3002\u8fd9\u4e9b\u6a21\u677f\u65e0\u9700\u4efb\u4f55\u7f16\u7801\u77e5\u8bc6\u5373\u53ef\u6784\u5efa\uff0c\u5e76\u53ef\u65b9\u4fbf\u5730\u9009\u62e9\u5927\u591a\u6570\u6295\u8d44\u7b56\u7565\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8fd9\u4e9b\u5165\u804c\u5de5\u5177\u9002\u7528\u4e8e\u673a\u6784\u6295\u8d44\u8005\u6216\u6563\u6237\u6295\u8d44\u8005\u3002\u53ea\u662f\u683c\u5f0f\u4f1a\u6709\u6240\u4e0d\u540c\uff0c\u56e0\u4e3a\u60a8\u53ef\u80fd\u4e0d\u4f1a\u5411\u6563\u6237\u6295\u8d44\u8005\u5c55\u793a.NET\u3001.NET Framework\u3001.NET Framework\u3001.NET Framework\u3001.NET Framework\u3001.NET Framework\u7b49\u4fe1\u606f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u8ddf\u8e2a\u8bef\u5dee<\/li>\n\n\n\n<li>\u5b8c\u5168\u900f\u660e\u7684\u57fa\u7840\u8bc1\u5238<\/li>\n\n\n\n<li>\u4ea4\u6613\u6210\u672c\u4e0b\u964d<\/li>\n\n\n\n<li>\u57fa\u91d1\u7a0e\u52a1\u7ba1\u7406<\/li>\n\n\n\n<li>\u6307\u6570\u8868\u73b0\u548c\u57fa\u51c6\u6307\u6570<\/li>\n\n\n\n<li>\u8be6\u7ec6\u6295\u8d44\u8bf4\u660e<\/li>\n\n\n\n<li>\u56e0\u7d20\u66b4\u9732<\/li>\n\n\n\n<li>\u6700\u4f4e\u6295\u8d44\u989d<\/li>\n\n\n\n<li>\u56de\u6eaf\u6d4b\u8bd5\u7684\u67d0\u4e9b\u98ce\u9669\u548c\u5e02\u573a\u6761\u4ef6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u673a\u5668\u4eba\u987e\u95ee\u4e0e InvestGlass \u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u5de5\u5177\u76f8\u8fde\uff0c\u53ef\u5b9e\u73b0\u9ad8\u6548\u7684\u72ec\u7acb\u7ba1\u7406\u8d26\u6237\u7ba1\u7406\u3002\u5e03\u5c40\u548c\u80cc\u666f\u53ef\u6839\u636e\u60a8\u63d0\u4f9b\u7684\u4e3b\u9898\u6295\u8d44\u8fdb\u884c\u8c03\u6574\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png\" alt=\"\u6570\u5b57\u5316\u5165\u804c InvestGlass\" class=\"wp-image-29062\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-1024x623.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-300x183.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france-768x467.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/05\/investglass-investisseur-france.png 1500w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u6570\u5b57\u5316\u5165\u804c InvestGlass<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-types-of-investors-may-be-a-fit-for-a-direct-indexing-strategy-and-exchange-traded-funds\">\u54ea\u4e9b\u7c7b\u578b\u7684\u6295\u8d44\u8005\u53ef\u80fd\u9002\u5408\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\u548c\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2a\u4eba\u6295\u8d44\u8005\u4f1a\u559c\u6b22\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\uff0c\u56e0\u4e3a\u8fd9\u53ef\u4ee5\u8ba9\u4ed6\u4eec\u907f\u514d\u4e3a ETF \u672c\u8eab\u652f\u4ed8\u8d44\u672c\u5229\u5f97\u7a0e\u3002\u8fd9\u53ef\u80fd\u662f\u4e00\u79cd\u66f4\u8282\u7a0e\u7684\u6295\u8d44\u65b9\u5f0f\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u6295\u8d44\u8005\u4fdd\u7559\u66f4\u591a\u5229\u6da6\u3002\u6b64\u5916\uff0c\u76f4\u63a5\u6307\u6570\u5316\u8fd8\u80fd\u8ba9\u6295\u8d44\u8005\u5bf9\u81ea\u5df1\u7684\u6295\u8d44\u7ec4\u5408\u6709\u66f4\u591a\u7684\u4e2a\u6027\u5316\u9009\u62e9\u548c\u63a7\u5236\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5bf9\u7a0e\u6536\u654f\u611f\u7684\u6295\u8d44\u8005\uff0c\u5982\u9ad8\u51c0\u503c\u6295\u8d44\u8005\u548c\u517b\u8001\u91d1\u8ba1\u5212\uff0c\u4e5f\u4f1a\u53d1\u73b0\u76f4\u63a5\u6307\u6570\u5316\u7684\u5438\u5f15\u529b\u3002\u901a\u8fc7\u76f4\u63a5\u6307\u6570\u5316\uff0c\u8fd9\u4e9b\u6295\u8d44\u8005\u53ef\u4ee5\u7528\u4e8f\u635f\u62b5\u6d88\u6536\u76ca\uff0c\u4ece\u800c\u66f4\u597d\u5730\u8fdb\u884c\u7a0e\u52a1\u7ba1\u7406\u3002\u9ad8\u51c0\u503c\u4e2a\u4eba\u4e5f\u53ef\u4ee5\u4ece\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\u63d0\u4f9b\u7684\u5b9a\u5236\u6295\u8d44\u7ec4\u5408\u4e2d\u83b7\u76ca\u3002\u540c\u4e00\u7c7b\u578b\u7684\u5ba2\u6237\u53ef\u4ee5\u5c31\u4ea4\u6613\u6210\u672c\u548c\u7a0e\u540e\u56de\u62a5\u8fdb\u884c\u534f\u5546\u3002\u7136\u540e\uff0c\u60a8\u5e94\u4e3a\u6bcf\u9879\u5177\u4f53\u6295\u8d44\u63d0\u4f9b\u7a0e\u52a1\u6587\u4ef6\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f4\u63a5\u6307\u6570\u5316\u6295\u8d44\u662f\u4e00\u79cd\u66f4\u8282\u7a0e\u7684\u6295\u8d44\u65b9\u5f0f\uff0c\u56e0\u4e3a\u5b83\u5141\u8bb8\u6295\u8d44\u8005\u4fdd\u7559\u66f4\u591a\u7684\u5229\u6da6\u3002\u6b64\u5916\uff0c\u76f4\u63a5\u6307\u6570\u5316\u6295\u8d44\u8fd8\u80fd\u8ba9\u6295\u8d44\u8005\u5bf9\u81ea\u5df1\u7684\u6295\u8d44\u7ec4\u5408\u8fdb\u884c\u66f4\u4e2a\u6027\u5316\u7684\u7ba1\u7406\u548c\u63a7\u5236\u3002\u5bf9\u7a0e\u6536\u654f\u611f\u7684\u6295\u8d44\u8005\uff0c\u5982\u9ad8\u51c0\u503c\u4e2a\u4eba\u548c\u517b\u8001\u91d1\u8ba1\u5212\uff0c\u4e5f\u4f1a\u53d1\u73b0\u76f4\u63a5\u6307\u6570\u5316\u7684\u5438\u5f15\u529b\u3002\u901a\u8fc7\u76f4\u63a5\u6307\u6570\u5316\uff0c\u8fd9\u4e9b\u6295\u8d44\u8005\u53ef\u4ee5\u7528\u4e8f\u635f\u62b5\u6d88\u6536\u76ca\uff0c\u4ece\u800c\u66f4\u597d\u5730\u7ba1\u7406\u7a0e\u6536\u3002\u9ad8\u51c0\u503c\u4e2a\u4eba\u4e5f\u53ef\u4ee5\u4ece\u76f4\u63a5\u6307\u6570\u5316\u7b56\u7565\u63d0\u4f9b\u7684\u5b9a\u5236\u6295\u8d44\u7ec4\u5408\u4e2d\u83b7\u76ca\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f4\u63a5\u7d22\u5f15\u4e0e <em>\u6295\u8d44\u73bb\u7483<\/em> <em>\u6570\u5b57\u5316\u5165\u804c + \u6295\u8d44\u7ec4\u5408\u7ba1\u7406 <\/em>\u662f\u6ee1\u8db3\u6bcf\u4f4d\u6295\u8d44\u8005\u7684\u4e2a\u4eba\u4ef7\u503c\u89c2\u3001\u6295\u8d44\u76ee\u6807\u548c\u8d85\u4e2a\u6027\u5316\u54a8\u8be2\u670d\u52a1\u7684\u7edd\u4f73\u65b9\u5f0f\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u76f4\u63a5\u7d22\u5f15<\/h4>","protected":false},"excerpt":{"rendered":"<p>When it comes to investing, there are a lot of options to choose from. One popular option is exchange-traded funds (ETFs). ETFs offer investors a way to gain exposure to a basket of assets, and they can be traded just like stocks. But is direct indexing better than ETFs? Here&#8217;s what you need to know [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":35084,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[349],"class_list":["post-35082","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-direct-indexing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Direct Indexing vs ETFs: Which is Better?<\/title>\n<meta name=\"description\" content=\"Compare direct indexing and ETFs to find out which offers better tax efficiency, personalization, and portfolio control.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/zh\/\u76f4\u63a5\u6307\u6570\u5316\u662f\u5426\u6bd4\u7b49\u503c\u57fa\u91d1\u66f4\u9002\u5408\u5927\u89c4\u6a21\u5b9e\u65bd\u4e2a\u6027\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Is direct indexing better than ETF?: Implementing Personalized, Tax-Efficient Portfolios at Scale\" \/>\n<meta property=\"og:description\" content=\"When it comes to investing, there are a lot of options to choose from. One popular option is exchange-traded funds (ETFs). ETFs offer investors a way to\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/zh\/\u76f4\u63a5\u6307\u6570\u5316\u662f\u5426\u6bd4\u7b49\u503c\u57fa\u91d1\u66f4\u9002\u5408\u5927\u89c4\u6a21\u5b9e\u65bd\u4e2a\u6027\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2022-11-28T08:17:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-24T04:40:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 \u5206\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"\u76f4\u63a5\u6307\u6570\u5316\u4e0e ETF\uff1a\u54ea\u4e2a\u66f4\u597d\uff1f","description":"\u6bd4\u8f83\u76f4\u63a5\u6307\u6570\u5316\u57fa\u91d1\u548c\u4ea4\u6613\u6240\u4e70\u5356\u57fa\u91d1\uff0c\u770b\u770b\u54ea\u79cd\u57fa\u91d1\u5728\u7a0e\u6536\u6548\u7387\u3001\u4e2a\u6027\u5316\u548c\u6295\u8d44\u7ec4\u5408\u63a7\u5236\u65b9\u9762\u66f4\u80dc\u4e00\u7b79\u3002.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.investglass.com\/zh\/\u76f4\u63a5\u6307\u6570\u5316\u662f\u5426\u6bd4\u7b49\u503c\u57fa\u91d1\u66f4\u9002\u5408\u5927\u89c4\u6a21\u5b9e\u65bd\u4e2a\u6027\/","og_locale":"zh_CN","og_type":"article","og_title":"Is direct indexing better than ETF?: Implementing Personalized, Tax-Efficient Portfolios at Scale","og_description":"When it comes to investing, there are a lot of options to choose from. One popular option is exchange-traded funds (ETFs). ETFs offer investors a way to","og_url":"https:\/\/www.investglass.com\/zh\/\u76f4\u63a5\u6307\u6570\u5316\u662f\u5426\u6bd4\u7b49\u503c\u57fa\u91d1\u66f4\u9002\u5408\u5927\u89c4\u6a21\u5b9e\u65bd\u4e2a\u6027\/","og_site_name":"InvestGlass","article_published_time":"2022-11-28T08:17:05+00:00","article_modified_time":"2025-03-24T04:40:05+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg","type":"image\/jpeg"}],"author":"InvestGlass","twitter_card":"summary_large_image","twitter_creator":"@investglass","twitter_site":"@investglass","twitter_misc":{"\u4f5c\u8005":"InvestGlass","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"5 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#article","isPartOf":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/"},"author":{"name":"InvestGlass","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24"},"headline":"Is direct indexing better than ETF?: Implementing Personalized, Tax-Efficient Portfolios at Scale","datePublished":"2022-11-28T08:17:05+00:00","dateModified":"2025-03-24T04:40:05+00:00","mainEntityOfPage":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/"},"wordCount":898,"publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"image":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg","keywords":["direct indexing"],"articleSection":["Article"],"inLanguage":"zh-Hans","copyrightYear":"2022","copyrightHolder":{"@id":"https:\/\/www.investglass.com\/zh\/#organization"}},{"@type":"WebPage","@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/","url":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/","name":"\u76f4\u63a5\u6307\u6570\u5316\u4e0e ETF\uff1a\u54ea\u4e2a\u66f4\u597d\uff1f","isPartOf":{"@id":"https:\/\/www.investglass.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#primaryimage"},"image":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#primaryimage"},"thumbnailUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg","datePublished":"2022-11-28T08:17:05+00:00","dateModified":"2025-03-24T04:40:05+00:00","description":"\u6bd4\u8f83\u76f4\u63a5\u6307\u6570\u5316\u57fa\u91d1\u548c\u4ea4\u6613\u6240\u4e70\u5356\u57fa\u91d1\uff0c\u770b\u770b\u54ea\u79cd\u57fa\u91d1\u5728\u7a0e\u6536\u6548\u7387\u3001\u4e2a\u6027\u5316\u548c\u6295\u8d44\u7ec4\u5408\u63a7\u5236\u65b9\u9762\u66f4\u80dc\u4e00\u7b79\u3002.","breadcrumb":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/"]}]},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#primaryimage","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/11\/nfojsuvka9y.jpg","width":1600,"height":1067,"caption":"person's left hand doing gun sign"},{"@type":"BreadcrumbList","@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"InvestGlass","item":"https:\/\/www.investglass.com\/"},{"@type":"ListItem","position":2,"name":"Is direct indexing better than ETF?: Implementing Personalized, Tax-Efficient Portfolios at Scale"}]},{"@type":"WebSite","@id":"https:\/\/www.investglass.com\/#website","url":"https:\/\/www.investglass.com\/","name":"\u6295\u8d44\u73bb\u7483","description":"\u745e\u58eb\u4e3b\u6743 CRM","publisher":{"@id":"https:\/\/www.investglass.com\/#organization"},"alternateName":"InvestGlass","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.investglass.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"zh-Hans"},{"@type":["Organization","Place"],"@id":"https:\/\/www.investglass.com\/#organization","name":"\u6295\u8d44\u73bb\u7483","url":"https:\/\/www.investglass.com\/","logo":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#local-main-organization-logo"},"image":{"@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#local-main-organization-logo"},"sameAs":["https:\/\/x.com\/investglass","https:\/\/www.linkedin.com\/company\/investglass\/","https:\/\/www.youtube.com\/channel\/UCt5r5XgzbSq2KhguJQxCwyA"],"telephone":[],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","dayOfWeek":["Monday","Tuesday","Wednesday","Thursday","Friday","Saturday","Sunday"],"opens":"09:00","closes":"17:00"}]},{"@type":"Person","@id":"https:\/\/www.investglass.com\/#\/schema\/person\/4682ebae5d718a2ed1b77c9dab0a1f24","name":"\u6295\u8d44\u73bb\u7483","image":{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8fb928ff37ca45def17ac75d6e799fb75f3f24f123aa31be169bfaf65f59dd40?s=96&d=mm&r=g","caption":"InvestGlass"},"sameAs":["https:\/\/www.investglass.com"],"url":"https:\/\/www.investglass.com\/zh\/author\/axginvestglass-com\/"},{"@type":"ImageObject","inLanguage":"zh-Hans","@id":"https:\/\/www.investglass.com\/is-direct-indexing-better-than-etf-implementing-personalized-tax-efficient-portfolios-at-scale\/#local-main-organization-logo","url":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","contentUrl":"https:\/\/www.investglass.com\/wp-content\/uploads\/2023\/10\/InvestGlass-blue2.png","width":839,"height":192,"caption":"InvestGlass"}]}},"_links":{"self":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/35082","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/comments?post=35082"}],"version-history":[{"count":0,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/posts\/35082\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media\/35084"}],"wp:attachment":[{"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/media?parent=35082"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/categories?post=35082"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investglass.com\/zh\/wp-json\/wp\/v2\/tags?post=35082"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}