COMPOUNDR™ Information

💡 Co-developers of the Nasdaq Compoundr Index Series. Fixed Income Compoundr's have been licensed to F/m Investments as benchmarks for a series of ETFs designed with ETF strategists, advisors, and tax-conscious investors in mind. Exchange-traded funds (ETFs) have long been a go-to for tax efficiency, deferring capital gains taxes until shares are sold—a clear edge over mutual funds. But there’s a catch: dividend distributions still trigger taxable events in taxable accounts, creating a tax drag that chips away at long-term returns. For income-agnostic clients focused on total return, this residual tax burden can be a hurdle. Enter COMPOUNDR™ —a solution designed to tackle this issue head-on and enhance portfolio outcomes.