SPX vs SPY Options: Which One to Trade
SPX vs SPY options compared on contract size, settlement, early assignment and the 60/40 tax split, with the notional and tax math computed from data.
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Dividends vs Buybacks: Shareholder Yield
Dividends vs buybacks, measured the same way: how to compute buyback yield, total shareholder yield, the 1% excise tax, and why share count settles it.
Qualified Dividend Holding Period: 61 Days
The qualified dividend holding period is more than 60 days inside a 121-day window around the ex-dividend date. See the exact count, with worked dates.
Why Index Options Are Taxed 60/40: Section 1256
Index options are taxed 60/40 under Section 1256 no matter how long you hold them. See which products qualify, the year end mark to market, and SPX vs SPY.