# etfs.co.nz — full content bundle > Single-file long-form dump of every markdown surface on this site. Intended for AI crawlers (GPTBot, Claude-Web, PerplexityBot, Amazonbot, Bing) per the financialreports.eu / Stripe / Mintlify convention. Per-entity markdown twins are emitted verbatim — already compliant and cite-rich. Append `/markdown` or fetch the per-page summary.md endpoint to retrieve the same content individually. Generated: 2026-06-17 Source: https://etfs.co.nz --- ## https://etfs.co.nz/api/etfs/arkk/markdown.md # ARK Innovation ETF (ARKK) > Active disruptive-innovation strategy. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/arkk/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** ARKK - **ISIN:** US00214Q1040 - **Name:** ARK Innovation ETF - **Short name:** ARKK - **Provider:** ARK Invest - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.75% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **Inception date:** 2014-10-31 - **Replication method:** sampled - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment ARKK is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://ark-funds.com/funds/arkk/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/arkk/ - **JSON twin:** https://etfs.co.nz/api/etfs/arkk.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=ARKK - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/asf/markdown.md # Smartshares Asia Pacific ETF (ASF) > Asia-Pacific (ex-Japan) developed-markets equity. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/asf/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** ASF - **Name:** Smartshares Asia Pacific ETF - **Short name:** Asia Pacific (ASF) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.55% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment ASF is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/asf - **NZX listing:** https://www.nzx.com/instruments/ASF ## On-site links - **Full detail page:** https://etfs.co.nz/etf/asf/ - **JSON twin:** https://etfs.co.nz/api/etfs/asf.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=ASF - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/aud/markdown.md # Smartshares Australian Dividend ETF (AUD) > High-yielding Australian dividend equities, PIE-taxed. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/aud/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** AUD - **Name:** Smartshares Australian Dividend ETF - **Short name:** Aus Dividend (AUD) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment AUD is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/aud - **NZX listing:** https://www.nzx.com/instruments/AUD ## On-site links - **Full detail page:** https://etfs.co.nz/etf/aud/ - **JSON twin:** https://etfs.co.nz/api/etfs/aud.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=AUD - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/aus/markdown.md # Smartshares Australian Top 20 ETF (AUS) > Top 20 ASX-listed Australian companies, NZ-PIE wrapper. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/aus/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** AUS - **Name:** Smartshares Australian Top 20 ETF - **Short name:** Aus Top 20 (AUS) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment AUS is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/aus - **NZX listing:** https://www.nzx.com/instruments/AUS ## On-site links - **Full detail page:** https://etfs.co.nz/etf/aus/ - **JSON twin:** https://etfs.co.nz/api/etfs/aus.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=AUS - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/avuv/markdown.md # Avantis US Small Cap Value ETF (AVUV) > Actively-managed small-cap value strategy targeting US companies with high profitability and low valuation multiples. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/avuv/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** AVUV - **Name:** Avantis US Small Cap Value ETF - **Short name:** AVUV - **Provider:** Avantis - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.25% per year - **Trailing 12-month distribution yield:** 1.60% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment AVUV is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.avantisinvestors.com/content/avantis/en/investments/avus-equity/avuv-us-small-cap-value.html ## On-site links - **Full detail page:** https://etfs.co.nz/etf/avuv/ - **JSON twin:** https://etfs.co.nz/api/etfs/avuv.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=AVUV - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/bkln/markdown.md # Invesco Senior Loan ETF (BKLN) > Tracks the Morningstar LSTA US Leveraged Loan 100 Index — floating-rate senior loans, monthly distribution. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/bkln/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** BKLN - **Name:** Invesco Senior Loan ETF - **Short name:** BKLN - **Provider:** Invesco - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.65% per year - **Trailing 12-month distribution yield:** 7.50% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment BKLN is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=BKLN ## On-site links - **Full detail page:** https://etfs.co.nz/etf/bkln/ - **JSON twin:** https://etfs.co.nz/api/etfs/bkln.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=BKLN - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/bnd/markdown.md # Vanguard Total Bond Market ETF (BND) > Tracks the Bloomberg US Aggregate Float Adjusted Index — broad investment-grade US bond exposure (Treasuries, agency MBS, investment-grade corporates). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/bnd/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** BND - **Name:** Vanguard Total Bond Market ETF - **Short name:** BND - **Provider:** Vanguard - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.03% per year - **Trailing 12-month distribution yield:** 4.60% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment BND is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/bnd ## On-site links - **Full detail page:** https://etfs.co.nz/etf/bnd/ - **JSON twin:** https://etfs.co.nz/api/etfs/bnd.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=BND - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/div/markdown.md # Smartshares NZ Dividend ETF (DIV) > Tracks the top 15 NZ dividend-paying stocks. PIE-taxed. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/div/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** DIV - **Name:** Smartshares NZ Dividend ETF - **Short name:** NZ Dividend (DIV) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Trailing 12-month distribution yield:** 5.30% - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment DIV is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/div - **NZX listing:** https://www.nzx.com/instruments/DIV ## On-site links - **Full detail page:** https://etfs.co.nz/nz-dividend-etfs/ - **JSON twin:** https://etfs.co.nz/api/etfs/div.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=DIV - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/emg/markdown.md # Smartshares Emerging Markets ETF (EMG) > Broad emerging-markets equity exposure. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/emg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** EMG - **Name:** Smartshares Emerging Markets ETF - **Short name:** Emerging Markets (EMG) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.59% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment EMG is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/emg - **NZX listing:** https://www.nzx.com/instruments/EMG ## On-site links - **Full detail page:** https://etfs.co.nz/etf/emg/ - **JSON twin:** https://etfs.co.nz/api/etfs/emg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=EMG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/esg/markdown.md # Smartshares Global Sustainability Leaders ETF (ESG) > Global developed-markets ESG-screened equities. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/esg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** ESG - **Name:** Smartshares Global Sustainability Leaders ETF - **Short name:** Global ESG (ESG) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.59% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment ESG is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/esg - **NZX listing:** https://www.nzx.com/instruments/ESG ## On-site links - **Full detail page:** https://etfs.co.nz/etf/esg/ - **JSON twin:** https://etfs.co.nz/api/etfs/esg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=ESG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/euf/markdown.md # Smartshares Europe ETF (EUF) > Developed European-markets equity exposure. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/euf/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** EUF - **Name:** Smartshares Europe ETF - **Short name:** Europe (EUF) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.55% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment EUF is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/euf - **NZX listing:** https://www.nzx.com/instruments/EUF ## On-site links - **Full detail page:** https://etfs.co.nz/etf/euf/ - **JSON twin:** https://etfs.co.nz/api/etfs/euf.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=EUF - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/fnz/markdown.md # Smartshares NZ Top 50 ETF (FNZ) > Tracks the 50 largest NZ companies by market cap. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/fnz/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** FNZ - **Name:** Smartshares NZ Top 50 ETF - **Short name:** NZ Top 50 (FNZ) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.52% per year - **Trailing 12-month distribution yield:** 3.80% - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment FNZ is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/fnz - **NZX listing:** https://www.nzx.com/instruments/FNZ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/fnz/ - **JSON twin:** https://etfs.co.nz/api/etfs/fnz.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=FNZ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/gdx/markdown.md # VanEck Gold Miners ETF (GDX) > Tracks the NYSE Arca Gold Miners Index — large + mid-cap gold mining companies globally (Newmont, Barrick, Agnico Eagle, etc). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/gdx/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** GDX - **Name:** VanEck Gold Miners ETF - **Short name:** GDX - **Provider:** VanEck - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.51% per year - **Trailing 12-month distribution yield:** 1.20% - **Distribution frequency:** Annual - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment GDX is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.vaneck.com/us/en/investments/gold-miners-etf-gdx/overview/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/gdx/ - **JSON twin:** https://etfs.co.nz/api/etfs/gdx.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=GDX - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/gdxj/markdown.md # VanEck Junior Gold Miners ETF (GDXJ) > Tracks the MVIS Global Junior Gold Miners Index — small + mid-cap gold mining companies. Higher operational risk and volatility than GDX (which holds large + mid-caps). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/gdxj/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** GDXJ - **Name:** VanEck Junior Gold Miners ETF - **Short name:** GDXJ - **Provider:** VanEck - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.52% per year - **Trailing 12-month distribution yield:** 1.20% - **Distribution frequency:** Annual - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment GDXJ is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.vaneck.com/us/en/investments/junior-gold-miners-etf-gdxj/overview/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/gdxj/ - **JSON twin:** https://etfs.co.nz/api/etfs/gdxj.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=GDXJ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/gld/markdown.md # SPDR Gold Shares (GLD) > Physical gold exposure without holding bullion. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/gld/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** GLD - **ISIN:** US78463V1070 - **Name:** SPDR Gold Shares - **Short name:** GLD - **Provider:** State Street - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.40% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **Inception date:** 2004-11-18 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment GLD is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.spdrgoldshares.com/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/gld/ - **JSON twin:** https://etfs.co.nz/api/etfs/gld.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=GLD - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/hyg/markdown.md # iShares iBoxx $ High Yield Corporate Bond ETF (HYG) > Tracks the Markit iBoxx US Liquid High Yield Index — below-investment-grade US corporate bonds with monthly distributions. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/hyg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** HYG - **Name:** iShares iBoxx $ High Yield Corporate Bond ETF - **Short name:** HYG - **Provider:** iShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.49% per year - **Trailing 12-month distribution yield:** 7.00% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment HYG is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ishares.com/us/products/239565/ishares-iboxx-high-yield-corporate-bond-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/hyg/ - **JSON twin:** https://etfs.co.nz/api/etfs/hyg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=HYG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/iau/markdown.md # iShares Gold Trust (IAU) > Physical gold bullion exposure backed by allocated gold held in vaulted storage. iShares low-cost alternative to GLD. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/iau/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** IAU - **Name:** iShares Gold Trust - **Short name:** IAU - **Provider:** iShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.25% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment IAU is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.ishares.com/us/products/239561/ishares-gold-trust-fund ## On-site links - **Full detail page:** https://etfs.co.nz/etf/iau/ - **JSON twin:** https://etfs.co.nz/api/etfs/iau.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=IAU - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/iwm/markdown.md # iShares Russell 2000 ETF (IWM) > Tracks the Russell 2000 Index — ~2,000 US small-cap stocks. The most-traded small-cap ETF. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/iwm/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** IWM - **Name:** iShares Russell 2000 ETF - **Short name:** IWM - **Provider:** iShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.19% per year - **Trailing 12-month distribution yield:** 1.40% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment IWM is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ishares.com/us/products/239710/ishares-russell-2000-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/iwm/ - **JSON twin:** https://etfs.co.nz/api/etfs/iwm.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=IWM - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/jepi/markdown.md # JPMorgan Equity Premium Income ETF (JEPI) > Equity income via covered-call options strategy. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/jepi/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** JEPI - **ISIN:** US46641Q3323 - **Name:** JPMorgan Equity Premium Income ETF - **Short name:** JEPI - **Provider:** JPMorgan - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.35% per year - **Trailing 12-month distribution yield:** 7.50% - **Distribution frequency:** Monthly - **Inception date:** 2020-05-20 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment JEPI is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-equity-premium-income-etf-etf-shares-46641q332 ## On-site links - **Full detail page:** https://etfs.co.nz/etf/jepi/ - **JSON twin:** https://etfs.co.nz/api/etfs/jepi.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=JEPI - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/jepq/markdown.md # JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) > Combines Nasdaq-100 equity exposure with a covered-call options overlay for high monthly income. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/jepq/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** JEPQ - **Name:** JPMorgan Nasdaq Equity Premium Income ETF - **Short name:** JEPQ - **Provider:** JPMorgan - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.35% per year - **Trailing 12-month distribution yield:** 9.00% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment JEPQ is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-nasdaq-equity-premium-income-etf-etf-shares-46641q852 ## On-site links - **Full detail page:** https://etfs.co.nz/etf/jepq/ - **JSON twin:** https://etfs.co.nz/api/etfs/jepq.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=JEPQ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/kgh/markdown.md # Kernel High Growth Fund (KGH) > Diversified global growth portfolio, NZ-domiciled PIE. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/kgh/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** KGH - **Name:** Kernel High Growth Fund - **Short name:** Kernel High Growth - **Provider:** Kernel - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.25% per year - **Trailing 12-month distribution yield:** 2.10% - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment KGH is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Kernel at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://kernelwealth.co.nz/funds/high-growth - **NZX listing:** https://www.nzx.com/instruments/KGH ## On-site links - **Full detail page:** https://etfs.co.nz/etf/kgh/ - **JSON twin:** https://etfs.co.nz/api/etfs/kgh.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=KGH - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/kgm/markdown.md # Kernel S&P Global 100 Fund (KGM) > Top 100 global multinational companies, NZ-PIE. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/kgm/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** KGM - **Name:** Kernel S&P Global 100 Fund - **Short name:** Kernel Global 100 - **Provider:** Kernel - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.25% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment KGM is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Kernel at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://kernelwealth.co.nz/funds/s-p-global-100 - **NZX listing:** https://www.nzx.com/instruments/KGM ## On-site links - **Full detail page:** https://etfs.co.nz/etf/kgm/ - **JSON twin:** https://etfs.co.nz/api/etfs/kgm.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=KGM - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/ksc/markdown.md # Kernel S&P/NZX 20 Fund (KSC) > Cheapest NZX-Top-20 tracker on the market. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/ksc/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** KSC - **Name:** Kernel S&P/NZX 20 Fund - **Short name:** Kernel NZ 20 (KSC) - **Provider:** Kernel - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.25% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment KSC is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Kernel at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://kernelwealth.co.nz/funds/s-p-nzx-20 - **NZX listing:** https://www.nzx.com/instruments/KSC ## On-site links - **Full detail page:** https://etfs.co.nz/etf/ksc/ - **JSON twin:** https://etfs.co.nz/api/etfs/ksc.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=KSC - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/mzy/markdown.md # Smartshares NZ Mid Cap ETF (MZY) > Mid-cap NZ companies outside the NZX Top 10. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/mzy/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** MZY - **Name:** Smartshares NZ Mid Cap ETF - **Short name:** NZ Mid Cap (MZY) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.75% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment MZY is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/mzy - **NZX listing:** https://www.nzx.com/instruments/MZY ## On-site links - **Full detail page:** https://etfs.co.nz/etf/mzy/ - **JSON twin:** https://etfs.co.nz/api/etfs/mzy.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=MZY - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/ngb/markdown.md # Smartshares NZ Government Bond ETF (NGB) > Pure NZ-government bond exposure. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/ngb/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** NGB - **Name:** Smartshares NZ Government Bond ETF - **Short name:** NZ Govt Bonds (NGB) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment NGB is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/ngb - **NZX listing:** https://www.nzx.com/instruments/NGB ## On-site links - **Full detail page:** https://etfs.co.nz/etf/ngb/ - **JSON twin:** https://etfs.co.nz/api/etfs/ngb.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=NGB - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/npf/markdown.md # Smartshares NZ Property ETF (NPF) > NZ-listed property companies (REITs). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/npf/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** NPF - **Name:** Smartshares NZ Property ETF - **Short name:** NZ Property (NPF) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment NPF is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/npf - **NZX listing:** https://www.nzx.com/instruments/NPF ## On-site links - **Full detail page:** https://etfs.co.nz/etf/npf/ - **JSON twin:** https://etfs.co.nz/api/etfs/npf.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=NPF - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/nz20/markdown.md # Kernel NZ 20 Fund (NZ20) > Low-cost exposure to the top 20 NZ companies. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/nz20/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** NZ20 - **Name:** Kernel NZ 20 Fund - **Short name:** Kernel NZ 20 - **Provider:** Kernel - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.29% per year - **Trailing 12-month distribution yield:** 3.20% - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment NZ20 is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Kernel at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://kernelwealth.co.nz/funds/nz-20 - **NZX listing:** https://www.nzx.com/instruments/NZ20 ## On-site links - **Full detail page:** https://etfs.co.nz/etf/nz20/ - **JSON twin:** https://etfs.co.nz/api/etfs/nz20.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=NZ20 - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/nzb/markdown.md # Smartshares NZ Bond ETF (NZB) > Investment-grade NZ-government and corporate bonds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/nzb/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** NZB - **Name:** Smartshares NZ Bond ETF - **Short name:** NZ Bonds (NZB) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment NZB is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/nzb - **NZX listing:** https://www.nzx.com/instruments/NZB ## On-site links - **Full detail page:** https://etfs.co.nz/etf/nzb/ - **JSON twin:** https://etfs.co.nz/api/etfs/nzb.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=NZB - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/qqq/markdown.md # Invesco QQQ Trust (QQQ) > Tracks the Nasdaq-100. Heavy tech weighting. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/qqq/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** QQQ - **ISIN:** US46090E1038 - **Name:** Invesco QQQ Trust - **Short name:** QQQ - **Provider:** Invesco - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.20% per year - **Trailing 12-month distribution yield:** 0.70% - **Distribution frequency:** Quarterly - **Inception date:** 1999-03-10 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment QQQ is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.invesco.com/qqq-etf/en/home.html ## On-site links - **Full detail page:** https://etfs.co.nz/etf/qqq/ - **JSON twin:** https://etfs.co.nz/api/etfs/qqq.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=QQQ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/qqqm/markdown.md # Invesco Nasdaq-100 ETF (QQQM) > Tracks the Nasdaq-100 Index. Lower-cost sibling to QQQ, designed for buy-and-hold investors. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/qqqm/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** QQQM - **Name:** Invesco Nasdaq-100 ETF - **Short name:** QQQM - **Provider:** Invesco - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.15% per year - **Trailing 12-month distribution yield:** 0.60% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment QQQM is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=QQQM ## On-site links - **Full detail page:** https://etfs.co.nz/etf/qqqm/ - **JSON twin:** https://etfs.co.nz/api/etfs/qqqm.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=QQQM - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/schd/markdown.md # Schwab US Dividend Equity ETF (SCHD) > 100 quality US dividend stocks with 10+ year payout history. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/schd/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SCHD - **ISIN:** US8085247000 - **Name:** Schwab US Dividend Equity ETF - **Short name:** SCHD - **Provider:** Schwab - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.06% per year - **Trailing 12-month distribution yield:** 3.50% - **Distribution frequency:** Quarterly - **Inception date:** 2011-10-20 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment SCHD is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.schwabassetmanagement.com/products/schd ## On-site links - **Full detail page:** https://etfs.co.nz/etf/schd/ - **JSON twin:** https://etfs.co.nz/api/etfs/schd.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SCHD - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/sche/markdown.md # Schwab Emerging Markets Equity ETF (SCHE) > Tracks the FTSE Emerging Index — large + mid-cap stocks across 20+ emerging markets. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/sche/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SCHE - **Name:** Schwab Emerging Markets Equity ETF - **Short name:** SCHE - **Provider:** Schwab - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.11% per year - **Trailing 12-month distribution yield:** 3.00% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SCHE is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.schwabassetmanagement.com/products/sche ## On-site links - **Full detail page:** https://etfs.co.nz/etf/sche/ - **JSON twin:** https://etfs.co.nz/api/etfs/sche.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SCHE - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/schg/markdown.md # Schwab US Large-Cap Growth ETF (SCHG) > Tracks the Dow Jones US Large-Cap Growth Total Stock Market Index — ~250 large-cap US growth stocks. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/schg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SCHG - **Name:** Schwab US Large-Cap Growth ETF - **Short name:** SCHG - **Provider:** Schwab - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.04% per year - **Trailing 12-month distribution yield:** 0.50% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SCHG is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.schwabassetmanagement.com/products/schg ## On-site links - **Full detail page:** https://etfs.co.nz/etf/schg/ - **JSON twin:** https://etfs.co.nz/api/etfs/schg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SCHG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/schz/markdown.md # Schwab Intermediate-Term U.S. Treasury ETF (SCHZ) > Tracks the Bloomberg US Treasury 3-10 Year Index — intermediate-duration US Treasury debt. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/schz/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SCHZ - **Name:** Schwab Intermediate-Term U.S. Treasury ETF - **Short name:** SCHZ - **Provider:** Schwab - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.03% per year - **Trailing 12-month distribution yield:** 4.20% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SCHZ is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.schwabassetmanagement.com/products/schz ## On-site links - **Full detail page:** https://etfs.co.nz/etf/schz/ - **JSON twin:** https://etfs.co.nz/api/etfs/schz.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SCHZ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/sgov/markdown.md # iShares 0-3 Month Treasury Bond ETF (SGOV) > Tracks the ICE 0-3 Month US Treasury Securities Index — ultra-short-duration US Treasury bills. Cash-equivalent yield exposure. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/sgov/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SGOV - **Name:** iShares 0-3 Month Treasury Bond ETF - **Short name:** SGOV - **Provider:** iShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.09% per year - **Trailing 12-month distribution yield:** 5.20% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SGOV is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ishares.com/us/products/314116/ishares-0-3-month-treasury-bond-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/sgov/ - **JSON twin:** https://etfs.co.nz/api/etfs/sgov.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SGOV - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/sivr/markdown.md # Aberdeen Physical Silver Shares ETF (SIVR) > Physical silver bullion exposure — backed by allocated silver bars held in vaulted storage. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/sivr/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SIVR - **Name:** Aberdeen Physical Silver Shares ETF - **Short name:** SIVR - **Provider:** Aberdeen - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.30% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SIVR is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.aberdeeninvestments.com/en-us/individual/insights-and-research/aberdeen-physical-silver-shares-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/sivr/ - **JSON twin:** https://etfs.co.nz/api/etfs/sivr.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SIVR - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/smh/markdown.md # VanEck Semiconductor ETF (SMH) > Tracks the MVIS US Listed Semiconductor 25 Index — 25 largest US-listed semiconductor companies (Nvidia, TSMC, Broadcom, ASML, AMD, etc). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/smh/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SMH - **Name:** VanEck Semiconductor ETF - **Short name:** SMH - **Provider:** VanEck - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.35% per year - **Trailing 12-month distribution yield:** 0.50% - **Distribution frequency:** Annual - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SMH is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.vaneck.com/us/en/investments/semiconductor-etf-smh/overview/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/smh/ - **JSON twin:** https://etfs.co.nz/api/etfs/smh.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SMH - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/soxl/markdown.md # Direxion Daily Semiconductor Bull 3X Shares (SOXL) > Designed to deliver 3× the daily return of the ICE Semiconductor Index. Daily rebalancing produces volatility decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/soxl/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SOXL - **Name:** Direxion Daily Semiconductor Bull 3X Shares - **Short name:** SOXL - **Provider:** Direxion - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.91% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SOXL is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.direxion.com/product/daily-semiconductor-bull-3x-shares ## On-site links - **Full detail page:** https://etfs.co.nz/etf/soxl/ - **JSON twin:** https://etfs.co.nz/api/etfs/soxl.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SOXL - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/soxs/markdown.md # Direxion Daily Semiconductor Bear 3X Shares (SOXS) > Designed to deliver -3× the daily return of the ICE Semiconductor Index. Inverse-leveraged: profits if semiconductors fall. Daily rebalancing produces severe decay. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/soxs/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SOXS - **Name:** Direxion Daily Semiconductor Bear 3X Shares - **Short name:** SOXS - **Provider:** Direxion - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.94% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SOXS is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.direxion.com/product/daily-semiconductor-bear-3x-shares ## On-site links - **Full detail page:** https://etfs.co.nz/etf/soxs/ - **JSON twin:** https://etfs.co.nz/api/etfs/soxs.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SOXS - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/soxx/markdown.md # iShares Semiconductor ETF (SOXX) > Tracks the PHLX SOX Semiconductor Sector Index — ~30 US-listed semiconductor companies. iShares alternative to SMH; slightly different index methodology. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/soxx/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SOXX - **Name:** iShares Semiconductor ETF - **Short name:** SOXX - **Provider:** iShares - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.35% per year - **Trailing 12-month distribution yield:** 0.80% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SOXX is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ishares.com/us/products/239705/ishares-phlx-semiconductor-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/soxx/ - **JSON twin:** https://etfs.co.nz/api/etfs/soxx.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SOXX - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/splg/markdown.md # SPDR Portfolio S&P 500 ETF (SPLG) > Tracks the S&P 500 Index. SPDR low-cost alternative to SPY (0.0945% TER). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/splg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SPLG - **Name:** SPDR Portfolio S&P 500 ETF - **Short name:** SPLG - **Provider:** State Street - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.02% per year - **Trailing 12-month distribution yield:** 1.30% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SPLG is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ssga.com/us/en/individual/etfs/splg-spdr-portfolio-sp-500-etf ## On-site links - **Full detail page:** https://etfs.co.nz/etf/splg/ - **JSON twin:** https://etfs.co.nz/api/etfs/splg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SPLG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/spxl/markdown.md # Direxion Daily S&P 500 Bull 3X Shares (SPXL) > Designed to deliver 3× the daily return of the S&P 500 Index. Direxion sibling to ProShares UPRO. Daily rebalancing produces volatility decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/spxl/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SPXL - **Name:** Direxion Daily S&P 500 Bull 3X Shares - **Short name:** SPXL - **Provider:** Direxion - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.91% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SPXL is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.direxion.com/product/daily-sp-500-bull-3x-shares ## On-site links - **Full detail page:** https://etfs.co.nz/etf/spxl/ - **JSON twin:** https://etfs.co.nz/api/etfs/spxl.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SPXL - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/spxu/markdown.md # ProShares UltraPro Short S&P 500 (SPXU) > Designed to deliver -3× the daily return of the S&P 500. Inverse-leveraged. Daily rebalancing produces severe decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/spxu/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SPXU - **Name:** ProShares UltraPro Short S&P 500 - **Short name:** SPXU - **Provider:** ProShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.91% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SPXU is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.proshares.com/our-etfs/leveraged-and-inverse/spxu ## On-site links - **Full detail page:** https://etfs.co.nz/etf/spxu/ - **JSON twin:** https://etfs.co.nz/api/etfs/spxu.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SPXU - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/spy/markdown.md # SPDR S&P 500 ETF Trust (SPY) > Tracks the S&P 500 index. Largest and most liquid US ETF. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/spy/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SPY - **ISIN:** US78462F1030 - **Name:** SPDR S&P 500 ETF Trust - **Short name:** SPY - **Provider:** State Street - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.09% per year - **Trailing 12-month distribution yield:** 1.30% - **Distribution frequency:** Quarterly - **Inception date:** 1993-01-22 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment SPY is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.ssga.com/us/en/individual/etfs/spy-spdr-sp-500-etf-trust ## On-site links - **Full detail page:** https://etfs.co.nz/etf/spy/ - **JSON twin:** https://etfs.co.nz/api/etfs/spy.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SPY - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/sret/markdown.md # Global X SuperDividend REIT ETF (SRET) > Tracks the Solactive Global SuperDividend REIT Index — 30 highest-yielding global REITs, monthly distributions. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/sret/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** SRET - **Name:** Global X SuperDividend REIT ETF - **Short name:** SRET - **Provider:** Global X - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.59% per year - **Trailing 12-month distribution yield:** 8.00% - **Distribution frequency:** Monthly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment SRET is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://www.globalxetfs.com/funds/sret/ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/sret/ - **JSON twin:** https://etfs.co.nz/api/etfs/sret.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=SRET - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/tnz/markdown.md # Smartshares NZ Top 10 ETF (TNZ) > Concentrated exposure to the 10 largest NZ companies. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/tnz/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** TNZ - **Name:** Smartshares NZ Top 10 ETF - **Short name:** NZ Top 10 (TNZ) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.60% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment TNZ is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/tnz - **NZX listing:** https://www.nzx.com/instruments/TNZ ## On-site links - **Full detail page:** https://etfs.co.nz/etf/tnz/ - **JSON twin:** https://etfs.co.nz/api/etfs/tnz.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=TNZ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/tqqq/markdown.md # ProShares UltraPro QQQ (TQQQ) > Designed to deliver 3× the daily return of the Nasdaq-100 Index. Daily rebalancing produces volatility decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/tqqq/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** TQQQ - **Name:** ProShares UltraPro QQQ - **Short name:** TQQQ - **Provider:** ProShares - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.86% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment TQQQ is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.proshares.com/our-etfs/leveraged-and-inverse/tqqq ## On-site links - **Full detail page:** https://etfs.co.nz/etf/tqqq/ - **JSON twin:** https://etfs.co.nz/api/etfs/tqqq.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=TQQQ - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/tsll/markdown.md # Direxion Daily TSLA Bull 2X Shares (TSLL) > Designed to deliver 2× the daily return of Tesla (TSLA) common stock. Single-stock leverage; daily rebalancing produces decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/tsll/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** TSLL - **Name:** Direxion Daily TSLA Bull 2X Shares - **Short name:** TSLL - **Provider:** Direxion - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.95% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment TSLL is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.direxion.com/product/daily-tsla-bull-1-5x-shares ## On-site links - **Full detail page:** https://etfs.co.nz/etf/tsll/ - **JSON twin:** https://etfs.co.nz/api/etfs/tsll.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=TSLL - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/tza/markdown.md # Direxion Daily Small Cap Bear 3X Shares (TZA) > Designed to deliver -3× the daily return of the Russell 2000 Index. Inverse-leveraged: profits if small-caps fall. Daily rebalancing produces severe decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/tza/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** TZA - **Name:** Direxion Daily Small Cap Bear 3X Shares - **Short name:** TZA - **Provider:** Direxion - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.94% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment TZA is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.direxion.com/product/daily-small-cap-bear-3x-shares ## On-site links - **Full detail page:** https://etfs.co.nz/etf/tza/ - **JSON twin:** https://etfs.co.nz/api/etfs/tza.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=TZA - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/upro/markdown.md # ProShares UltraPro S&P 500 (UPRO) > Designed to deliver 3× the daily return of the S&P 500 Index. Daily rebalancing produces volatility decay over multi-day holds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/upro/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** UPRO - **Name:** ProShares UltraPro S&P 500 - **Short name:** UPRO - **Provider:** ProShares - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.91% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment UPRO is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.proshares.com/our-etfs/leveraged-and-inverse/upro ## On-site links - **Full detail page:** https://etfs.co.nz/etf/upro/ - **JSON twin:** https://etfs.co.nz/api/etfs/upro.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=UPRO - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/usf/markdown.md # Smartshares US 500 ETF (USF) > NZX-listed S&P 500 wrapper. PIE-taxed alternative to direct US ETFs. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/usf/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** USF - **Name:** Smartshares US 500 ETF - **Short name:** US 500 (USF) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.34% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment USF is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/usf - **NZX listing:** https://www.nzx.com/instruments/USF ## On-site links - **Full detail page:** https://etfs.co.nz/etf/usf/ - **JSON twin:** https://etfs.co.nz/api/etfs/usf.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=USF - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/usg/markdown.md # Smartshares US Growth ETF (USG) > US growth-style equity exposure, PIE-taxed. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/usg/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** USG - **Name:** Smartshares US Growth ETF - **Short name:** US Growth (USG) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.55% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment USG is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/usg - **NZX listing:** https://www.nzx.com/instruments/USG ## On-site links - **Full detail page:** https://etfs.co.nz/etf/usg/ - **JSON twin:** https://etfs.co.nz/api/etfs/usg.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=USG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/uss/markdown.md # Smartshares US Small Cap ETF (USS) > US small-cap exposure (Russell 2000 equivalent), PIE-taxed. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/uss/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** USS - **Name:** Smartshares US Small Cap ETF - **Short name:** US Small Cap (USS) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.55% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment USS is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/uss - **NZX listing:** https://www.nzx.com/instruments/USS ## On-site links - **Full detail page:** https://etfs.co.nz/etf/uss/ - **JSON twin:** https://etfs.co.nz/api/etfs/uss.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=USS - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/uvxy/markdown.md # ProShares Ultra VIX Short-Term Futures ETF (UVXY) > Designed to deliver 1.5× the daily return of the S&P 500 VIX Short-Term Futures Index. Combines contango decay with leverage decay; among the most decay-prone ETFs available. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/uvxy/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** UVXY - **Name:** ProShares Ultra VIX Short-Term Futures ETF - **Short name:** UVXY - **Provider:** ProShares - **Listing exchange:** CBOE - **Fund domicile:** US - **Total expense ratio (TER):** 0.95% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment UVXY is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.proshares.com/our-etfs/leveraged-and-inverse/uvxy ## On-site links - **Full detail page:** https://etfs.co.nz/etf/uvxy/ - **JSON twin:** https://etfs.co.nz/api/etfs/uvxy.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=UVXY - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/vgt/markdown.md # Vanguard Information Technology ETF (VGT) > US technology-sector ETF. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/vgt/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VGT - **ISIN:** US92204A5081 - **Name:** Vanguard Information Technology ETF - **Short name:** VGT - **Provider:** Vanguard - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.10% per year - **Trailing 12-month distribution yield:** 0.60% - **Distribution frequency:** Quarterly - **Inception date:** 2004-01-26 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment VGT is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/vgt ## On-site links - **Full detail page:** https://etfs.co.nz/etf/vgt/ - **JSON twin:** https://etfs.co.nz/api/etfs/vgt.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VGT - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/vixy/markdown.md # ProShares VIX Short-Term Futures ETF (VIXY) > Tracks the S&P 500 VIX Short-Term Futures Index — front-month VIX futures rolled monthly. Subject to severe contango decay; designed for tactical hedging only. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/vixy/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VIXY - **Name:** ProShares VIX Short-Term Futures ETF - **Short name:** VIXY - **Provider:** ProShares - **Listing exchange:** CBOE - **Fund domicile:** US - **Total expense ratio (TER):** 0.85% per year - **Trailing 12-month distribution yield:** 0.00% - **Distribution frequency:** None - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment VIXY is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. ## Sources - **Issuer product page:** https://www.proshares.com/our-etfs/strategic/vixy ## On-site links - **Full detail page:** https://etfs.co.nz/etf/vixy/ - **JSON twin:** https://etfs.co.nz/api/etfs/vixy.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VIXY - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/voo/markdown.md # Vanguard S&P 500 ETF (VOO) > Tracks the S&P 500 index. Lowest-cost S&P 500 ETF. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/voo/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VOO - **ISIN:** US9229083632 - **Name:** Vanguard S&P 500 ETF - **Short name:** VOO - **Provider:** Vanguard - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.03% per year - **Trailing 12-month distribution yield:** 1.40% - **Distribution frequency:** Quarterly - **Inception date:** 2010-09-07 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment VOO is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/voo ## On-site links - **Full detail page:** https://etfs.co.nz/etf/voo/ - **JSON twin:** https://etfs.co.nz/api/etfs/voo.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VOO - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/voog/markdown.md # Vanguard S&P 500 Growth ETF (VOOG) > Tracks the S&P 500 Growth Index — the growth-tilted half of the S&P 500 (~230 stocks). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/voog/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VOOG - **Name:** Vanguard S&P 500 Growth ETF - **Short name:** VOOG - **Provider:** Vanguard - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.10% per year - **Trailing 12-month distribution yield:** 0.90% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment VOOG is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/voog ## On-site links - **Full detail page:** https://etfs.co.nz/etf/voog/ - **JSON twin:** https://etfs.co.nz/api/etfs/voog.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VOOG - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/vti/markdown.md # Vanguard Total Stock Market ETF (VTI) > Tracks the entire US stock market (~3,700 holdings). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/vti/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VTI - **ISIN:** US9229087690 - **Name:** Vanguard Total Stock Market ETF - **Short name:** VTI - **Provider:** Vanguard - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.03% per year - **Trailing 12-month distribution yield:** 1.30% - **Distribution frequency:** Quarterly - **Inception date:** 2001-05-24 - **Replication method:** sampled - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment VTI is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/vti ## On-site links - **Full detail page:** https://etfs.co.nz/etf/vti/ - **JSON twin:** https://etfs.co.nz/api/etfs/vti.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VTI - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/vxus/markdown.md # Vanguard Total International Stock ETF (VXUS) > Tracks the FTSE Global All Cap ex-US Index — ~8,000 stocks across developed + emerging markets outside the US. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/vxus/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VXUS - **Name:** Vanguard Total International Stock ETF - **Short name:** VXUS - **Provider:** Vanguard - **Listing exchange:** NASDAQ - **Fund domicile:** US - **Total expense ratio (TER):** 0.05% per year - **Trailing 12-month distribution yield:** 3.20% - **Distribution frequency:** Quarterly - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-04 ## NZ tax treatment VXUS is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/vxus ## On-site links - **Full detail page:** https://etfs.co.nz/etf/vxus/ - **JSON twin:** https://etfs.co.nz/api/etfs/vxus.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VXUS - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/vym/markdown.md # Vanguard High Dividend Yield ETF (VYM) > 500+ above-average-yield US dividend stocks. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/vym/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** VYM - **ISIN:** US9219378356 - **Name:** Vanguard High Dividend Yield ETF - **Short name:** VYM - **Provider:** Vanguard - **Listing exchange:** NYSE Arca - **Fund domicile:** US - **Total expense ratio (TER):** 0.06% per year - **Trailing 12-month distribution yield:** 3.00% - **Distribution frequency:** Quarterly - **Inception date:** 2006-11-10 - **Replication method:** physical - **NZ tax structure:** FIF (overseas-share holdings above NZ$50,000 cost-basis; FDR or CV method) - **Last reviewed:** 2026-05-02 ## NZ tax treatment VYM is US-domiciled and FIF-eligible for New Zealand investors. The FIF de minimis threshold is NZ$50,000 of total overseas-share cost basis. Above the threshold, NZ retail investors typically use the Fair Dividend Rate (FDR) method: deemed income = 5% × opening market value × marginal rate. The Comparative Value (CV) method is an annual election and can be cheaper in flat or down years. US dividends carry 15% US withholding tax under the NZ–US tax treaty (file Form W-8BEN with your broker; default rate without it is 30%). The withheld amount can be claimed as a foreign tax credit on your IR3. ## Sources - **Issuer product page:** https://investor.vanguard.com/investment-products/etfs/profile/vym ## On-site links - **Full detail page:** https://etfs.co.nz/etf/vym/ - **JSON twin:** https://etfs.co.nz/api/etfs/vym.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=VYM - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/etfs/wdv/markdown.md # Smartshares Global Dividend ETF (WDV) > Global high-dividend developed-markets equities. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/etfs/wdv/markdown.md, retrieved 2026-06-08. ## Key facts - **Ticker:** WDV - **Name:** Smartshares Global Dividend ETF - **Short name:** Global Dividend (WDV) - **Provider:** Smartshares - **Listing exchange:** NZX - **Fund domicile:** NZ - **Total expense ratio (TER):** 0.54% per year - **Distribution frequency:** Quarterly - **NZ tax structure:** PIE (Portfolio Investment Entity, max 28% PIR, no FIF) - **Last reviewed:** 2026-05-02 ## NZ tax treatment WDV is a New Zealand Portfolio Investment Entity (PIE). Tax is calculated by Smartshares at your Prescribed Investor Rate (capped at 28%). Foreign Investment Fund (FIF) rules do not apply regardless of holding size. ## Sources - **Issuer product page:** https://smartshares.co.nz/products/all-etfs/wdv - **NZX listing:** https://www.nzx.com/instruments/WDV ## On-site links - **Full detail page:** https://etfs.co.nz/etf/wdv/ - **JSON twin:** https://etfs.co.nz/api/etfs/wdv.json - **NZ ETF universe:** https://etfs.co.nz/nz-etfs/ - **Platform availability matrix:** https://etfs.co.nz/availability/ - **Multi-ETF comparison tool:** https://etfs.co.nz/compare/tool/?etfs=WDV - **Distribution calendar:** https://etfs.co.nz/calendar/distributions/ - **NZ tax — PIE vs FIF:** https://etfs.co.nz/tax/pie-vs-fif/ ## Disclaimer General educational information only — not personalised financial advice. Values are point-in-time snapshots from the issuer's most recent fact sheet and may differ from live data. Tax outcomes depend on individual circumstances; consult a New Zealand registered tax adviser before transacting. --- ## https://etfs.co.nz/api/platforms/asb-securities/markdown.md # ASB Securities > ASB Bank-owned NZX broker with integrated banking. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/asb-securities/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** ASB Securities - **Website:** https://www.asb.co.nz/online-share-trading - **Markets supported:** NZX · ASX · NYSE/NASDAQ · LSE - **Per-trade fee summary:** NZ$30 per NZX trade · US$70 per US trade - **FX fee:** Bank rates (~1%) - **Minimum deposit:** NZ$0 (ASB customer) - **Custody model:** NZX Sponsored - **NZ tax structure:** Direct - **Regulator:** FMA / NZX Participant ## Fee detail NZX: NZ$30 (≤ NZ$1K), 0.30% above. ASX: AU$30 or 0.30%. US: US$70/trade (high). NZ$0 platform fee with ASB account. ## Suited for Existing ASB customers wanting one login for banking + brokerage ## Pros - ASB-integrated - CHESS sponsored - NZ + AU + US + UK ## Cons - US trades expensive - FX is bank-rate, not wholesale ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/asb-securities.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/bnz-direct-broking/markdown.md # BNZ Direct Broking > BNZ-owned NZX broker offering NZ + AU equity execution. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/bnz-direct-broking/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** BNZ Direct Broking - **Website:** https://www.directbroking.co.nz - **Markets supported:** NZX · ASX - **Per-trade fee summary:** NZ$30 per NZX trade · AU$30 per ASX trade - **FX fee:** ~0.50% (NZD↔AUD) - **Minimum deposit:** NZ$0 - **Custody model:** NZX Sponsored / CHESS - **NZ tax structure:** Direct - **Regulator:** FMA / NZX Participant ## Fee detail NZX: NZ$30/trade or 0.30% (whichever higher) up to NZ$15K; tiered above. ASX: AU$30 or 0.30%. No platform fee. ## Suited for Holders who want CHESS-sponsored Australian shares ## Pros - CHESS sponsorship - BNZ-backed - NZ + AU markets ## Cons - Per-trade brokerage is steep for small trades - Older interface ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/bnz-direct-broking.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/hatch/markdown.md # Hatch > NZ-built US share platform owned by Kiwi Wealth (now part of Fisher Funds). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/hatch/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Hatch - **Website:** https://hatchinvest.nz - **Markets supported:** NYSE/NASDAQ - **Per-trade fee summary:** US$3 per trade (≤300 shares) · 0.5% FX · 1% order-value cap - **FX fee:** 0.5% - **Minimum deposit:** NZ$0 (US$1 to invest) - **Custody model:** Nominee (DriveWealth-linked) - **NZ tax structure:** Direct (FIF on holdings > NZ$50K) - **Regulator:** FMA - **Fees verified:** 2026-05-25 - **Pricing source URL:** https://www.hatchinvest.nz/pricing ## Fee detail US$3 flat per trade for the first 300 shares; US$0.01 per additional share after that. FX 0.5% on NZD↔USD (one-way). Per-trade fee capped at 1% of order value. No monthly account fee. ## Suited for NZ investors who want US-only ETFs (SPY, VOO, QQQ, SCHD, JEPI) ## Pros - No monthly fee - Clean US-focused interface - Free kids-account auto-invest ## Cons - US markets only — no NZX or ASX - No fractional shares - Higher FX fee than IBKR ## On-site links - **Full platform review:** https://etfs.co.nz/platform/hatch/ - **JSON twin:** https://etfs.co.nz/api/platforms/hatch.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/interactive-brokers/markdown.md # Interactive Brokers > Global broker. Among the lowest all-in fees of platforms reviewed once the interface curve is climbed. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/interactive-brokers/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Interactive Brokers - **Website:** https://www.interactivebrokers.com - **Markets supported:** NYSE/NASDAQ · NZX · ASX · LSE · HKEX · TSE - **Per-trade fee summary:** From US$0.35 / trade (Tiered) or US$1 flat (Fixed) · ~0.002% FX + US$2 min - **FX fee:** ~0.002% (US$2 min) - **Minimum deposit:** US$0 - **Custody model:** Nominee, SIPC-protected - **NZ tax structure:** Direct (FIF on holdings > NZ$50K) - **Regulator:** FMA notified · SEC / FCA / ASIC etc. - **Fees verified:** 2026-05-25 - **Pricing source URL:** https://www.interactivebrokers.com/en/pricing/commissions-stocks.php ## Fee detail IBKR Pro Tiered: US$0.0035/share, US$0.35 minimum per order, max 1% of trade value. IBKR Pro Fixed: US$0.005/share, US$1 minimum per order. NZ residents typically open IBKR LLC accounts on the Pro plan. FX conversion: ~0.002% spread on interbank rate, US$2 minimum per FX trade. No inactivity fee for accounts opened after July 2021. ## Suited for Larger portfolios, frequent traders, multi-market investors ## Pros - Cheapest FX in NZ - Global market access - Professional tools ## Cons - Steep learning curve - Tax reporting onus on you - No NZ retail support team ## On-site links - **Full platform review:** https://etfs.co.nz/platform/interactive-brokers/ - **JSON twin:** https://etfs.co.nz/api/platforms/interactive-brokers.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/investnow/markdown.md # InvestNow > NZ-based fund supermarket with Smartshares ETFs and a wide range of wholesale managed funds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/investnow/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** InvestNow - **Website:** https://investnow.co.nz - **Markets supported:** Smartshares ETFs · InvestNow funds (managed) - **Per-trade fee summary:** NZ$0 platform fee on most funds · Foundation Series 0.5% buy + 0.5% sell - **FX fee:** N/A (NZD-denominated funds) - **Minimum deposit:** NZ$50 (regular) / NZ$250 (lump) - **Custody model:** NZ Trust - **NZ tax structure:** PIE (most funds) - **Regulator:** FMA - **Fees verified:** 2026-05-25 - **Pricing source URL:** https://investnow.co.nz/faq-items/what-are-the-fees-and-costs/ ## Fee detail No platform fee, no account fee, no transaction fee on Smartshares ETFs or most third-party managed funds. Each fund has its own TER (Smartshares lowest 0.34%, range 0.34–0.75%). Caveat: InvestNow's own Foundation Series funds charge 0.50% buy + 0.50% sell transaction fees. Minimum NZ$50/fund on a Regular Investment Plan, NZ$250 for one-off lump-sum investments. ## Suited for Buy-and-hold investors stacking Smartshares + multi-manager funds ## Pros - Zero platform fee on most funds - Wide fund choice - PIE tax simplicity ## Cons - No direct shares - Per-fund minimums - Foundation Series transaction fee - No live pricing ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/investnow.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/jarden-direct/markdown.md # Jarden Direct > Jarden retail brokerage (formerly OMF Financial Services). **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/jarden-direct/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Jarden Direct - **Website:** https://www.jardendirect.co.nz - **Markets supported:** NZX · ASX · NYSE/NASDAQ · LSE - **Per-trade fee summary:** NZ$29.90 per NZX trade · US$25 per US trade - **FX fee:** ~0.40% - **Minimum deposit:** NZ$0 - **Custody model:** NZX Sponsored - **NZ tax structure:** Direct - **Regulator:** FMA / NZX Participant ## Fee detail NZX/ASX: NZ$29.90 base + 0.10% (over NZ$30K). US: US$25/trade. LSE: from £30. Online interface. ## Suited for Larger NZX trades and global market access through one NZ broker ## Pros - Multi-market access - NZ-licensed full-service backing - Sponsored holdings ## Cons - Not for small frequent trades - US execution is more expensive than Hatch/Stake ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/jarden-direct.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/kernel/markdown.md # Kernel > NZ-domiciled fund manager + brokerage for NZX / Kernel funds. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/kernel/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Kernel - **Website:** https://kernelwealth.co.nz - **Markets supported:** Kernel funds · NZX - **Per-trade fee summary:** NZ$0 brokerage on Kernel funds · 0.25% management fee - **FX fee:** N/A (NZD funds) - **Minimum deposit:** NZ$1 - **Custody model:** NZ Trust - **NZ tax structure:** PIE - **Regulator:** FMA ## Fee detail Kernel funds: 0.25% TER, no brokerage. NZX shares: NZ$5/trade (added 2024). No monthly fee under NZ$25K. ## Suited for PIE-tax simplicity, low-cost passive NZ + global index funds ## Pros - Cheapest TER on Kernel funds - PIE = no FIF - NZ-based support ## Cons - Kernel-funds focused (limited share range) - Not for active traders ## On-site links - **Full platform review:** https://etfs.co.nz/platform/kernel/ - **JSON twin:** https://etfs.co.nz/api/platforms/kernel.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/sharesies/markdown.md # Sharesies > NZ retail-friendly platform with NZ, ASX, and US market access. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/sharesies/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Sharesies - **Website:** https://sharesies.nz - **Markets supported:** NZX · ASX · NYSE/NASDAQ - **Per-trade fee summary:** 1.9% per trade · per-market caps NZ$25 / AU$15 / US$5 · 0.5% FX - **FX fee:** 0.5% - **Minimum deposit:** NZ$0 - **Custody model:** Nominee - **NZ tax structure:** Direct (FIF on US shares > NZ$50K) / NZ-PIE on Smartshares ETFs - **Regulator:** FMA - **Fees verified:** 2026-05-25 - **Pricing source URL:** https://www.sharesies.nz/pricing ## Fee detail Brokerage 1.9% of order value on every order; per-market fee caps NZ$25 (above NZ$1,316), AU$15 (above AU$805), US$5 (above US$264). Currency-exchange fee 0.5% on NZD↔AUD and NZD↔USD. Optional subscription plans NZ$3 / NZ$7 / NZ$15 per month buy down brokerage for higher-volume users. ## Suited for Beginners, fractional shares, mixing NZ + US ETFs ## Pros - NZ$0 minimum - Three markets - Fractional shares - NZ tax reporting helper ## Cons - 1.9% rate inefficient on micro orders - Hatch ~US$2 cheaper per US trade on capped orders ## On-site links - **Full platform review:** https://etfs.co.nz/platform/sharesies/ - **JSON twin:** https://etfs.co.nz/api/platforms/sharesies.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/smartshares-direct/markdown.md # Smartshares (direct) > Smartshares ETFs are NZX-listed — buy via any NZX broker, or direct via Smartshares website for set-up. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/smartshares-direct/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Smartshares (direct) - **Website:** https://smartshares.co.nz - **Markets supported:** NZX (Smartshares family only) - **Per-trade fee summary:** NZX broker fees apply · ETF TER 0.34%–0.75% - **FX fee:** N/A - **Minimum deposit:** Broker-dependent - **Custody model:** Broker-dependent - **NZ tax structure:** PIE - **Regulator:** FMA (Smartshares as issuer) ## Fee detail No direct-purchase platform — Smartshares ETFs trade on the NZX via any broker on this list (Sharesies, Tiger, BNZ, Jarden, ASB). InvestNow offers them with NZ$0 brokerage but per-fund minimums. ## Suited for Investors who only want Smartshares ETFs and want PIE tax simplicity ## Pros - 37+ NZX-listed ETFs - PIE tax - NZ-domiciled (no FIF) ## Cons - No standalone trading platform - Buy via broker ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/smartshares-direct.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/stake/markdown.md # Stake > Australian-built US share platform with commission-free trades. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/stake/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Stake - **Website:** https://hellostake.com/nz - **Markets supported:** NYSE/NASDAQ - **Per-trade fee summary:** US$0 trades · 0.7% FX (free Stake Black tier optional) - **FX fee:** 0.70% - **Minimum deposit:** NZ$0 - **Custody model:** Nominee - **NZ tax structure:** Direct (FIF on holdings > NZ$50K) - **Regulator:** FMA / ASIC ## Fee detail Standard: US$0 trades, 0.7% FX. Stake Black: 0% FX above tier minimums. ## Suited for Frequent US-share traders who hate per-trade fees ## Pros - Commission-free - Fast execution - Decent mobile app ## Cons - US markets only - FX fee is on the high side at standard tier ## On-site links - **Full platform review:** https://etfs.co.nz/platform/stake/ - **JSON twin:** https://etfs.co.nz/api/platforms/stake.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. --- ## https://etfs.co.nz/api/platforms/tiger-brokers/markdown.md # Tiger Brokers > Singapore-listed broker with NZ retail license; US/AU/NZ markets. **Citation:** Source: ETFs.co.nz, https://etfs.co.nz/api/platforms/tiger-brokers/markdown.md, retrieved 2026-06-08. ## Key facts - **Platform:** Tiger Brokers - **Website:** https://www.tigerbrokers.co.nz - **Markets supported:** NYSE/NASDAQ · NZX · ASX · HKEX - **Per-trade fee summary:** US$1.99 per US trade · NZ$2 per NZX trade - **FX fee:** 0.50% - **Minimum deposit:** NZ$0 - **Custody model:** Nominee - **NZ tax structure:** Direct (FIF on holdings > NZ$50K) - **Regulator:** FMA ## Fee detail US: US$1.99 commission, US$0.005/share. NZX: NZ$2/trade. ASX: AU$2/trade. FX 0.50%. ## Suited for NZ investors who want NZ + US + Asian markets in one account ## Pros - Multi-market - Low per-trade cost - Strong Asian-market coverage ## Cons - Newer NZ presence - UI is denser than Sharesies/Hatch ## On-site links - **JSON twin:** https://etfs.co.nz/api/platforms/tiger-brokers.json - **Full NZ platform comparison:** https://etfs.co.nz/platforms/ - **ETF availability matrix:** https://etfs.co.nz/availability/ ## Disclaimer General educational information only — not personalised financial advice. Fee data verified against each platform's published rate card on the verification date above and may have changed since. Confirm current pricing with the platform before opening an account or transacting. ---