Level Up System

BROKERAGE ACCOUNT

International diversification + qualified-dividend income — tax-efficient by design, and the flexible bridge before the Roth IRA is accessible.

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Target allocation

Two funds, zero overlap with each other or with the Roth IRA

Why these two funds: VXUS captures international diversification and the foreign tax credit — a benefit only available in taxable accounts. VYMI holds 1,600+ international high-dividend stocks, carries a Morningstar Gold rating, and has outperformed SCHY across every time frame (1, 3, and 5 years) at a lower expense ratio — giving genuinely different, non-US income exposure from anything held in the Roth.

Monthly contribution split

How each month's deposit divides between the two funds

Acronyms used on this page

LTCG

Long-Term Capital Gains. Profit from selling an investment you've held over a year. Taxed at the lower 0%/15%/20% rates shown below, instead of your regular income tax rate.

NIIT

Net Investment Income Tax. An extra 3.8% surtax on investment income, but only once your MAGI passes $200,000 (single filer). Mentioned here mainly to confirm it doesn't apply to you yet.

MAGI

Modified Adjusted Gross Income. A specific IRS income figure (close to, but not always identical to, your regular taxable income) used to determine eligibility for things like the NIIT threshold.

FIRE

Financial Independence, Retire Early. Shorthand for your overall goal: building enough invested assets to retire well before the traditional age.

Std. Deduction

Standard Deduction. A flat amount the IRS lets you subtract from your gross income before calculating tax, no receipts or itemizing required. For 2026, single filers get $16,100 — so your first $16,100 of income isn't taxed at all.

0% LTCG ceiling

$49,450

taxable income, single, 2026

15% LTCG range

$49,451–$545,500

your bracket

Std. deduction

$16,100

single filer, 2026

NIIT threshold

$200,000

MAGI — not applicable to you

Annual tax cost by balance size

BalanceAnnual dividendsTax at 15%After-tax income
Blended expense ratio across both funds is well under 0.10% — negligible drag at any realistic balance size. This table only reflects the 15% federal qualified-dividend tax — it does not include the VXUS foreign tax credit, which is a separate, positive offset (see below).

The 0% capital gains window — FIRE strategy

If taxable income in early retirement stays under $49,450 (2026), long-term capital gains are taxed at 0% federal. With the $16,100 standard deduction, that's up to roughly $65,550 in gross income — including realized gains — before any LTCG tax applies.

Holding brokerage positions long-term rather than trading means unrealized gains accumulated now can potentially be harvested completely tax-free during a low-income FIRE bridge year.

Foreign tax credit — the VXUS bonus

VXUS pays foreign taxes on dividends from international holdings. In a taxable account, you claim this back as a direct credit — typically 0.15–0.25% of the position's value annually. Inside a Roth, this credit is forfeited entirely since there's no tax liability to offset.

On a $50,000 VXUS position, that's roughly $75–125/year in free tax credit — small per year, but compounds in relevance as the position grows.

VYMI qualified dividend treatment

VYMI pays a mix of qualified and non-qualified dividends from its 1,600+ international holdings. The qualified portion is taxed at your preferential 15% rate. Because VYMI holds stocks across developed and emerging markets, the qualified percentage varies year to year — typically 60–75% qualified. The foreign tax credit also applies, partially offsetting withholding taxes paid on foreign dividends, which is a separate positive benefit on top of the dividend income itself. Net effective tax rate on VYMI income in a normal year will typically run below the full 15% once the FTC is factored in.

VXUS — International total market

Passive indexTax-efficient

Tracks the entire investable world outside the US — developed and emerging markets blended by market cap. Roughly 8,000+ holdings.

0.05%

Expense ratio

~2.5%

Dividend yield

0.85

Beta vs US market

Healthy range for this category:

Expense ratio under 0.10% · dividend yield 2–4% · broad diversification (1,000+ holdings) signals low single-country risk.

Red flags to watch for:

Expense ratio above 0.20% for a passive index fund · heavy concentration in one country or currency · tracking error consistently above 0.5% versus the stated index.

VYMI — International high dividend yield

Dividend ETFFTC-eligibleMorningstar Gold

Tracks the FTSE All-World ex-US High Dividend Yield Index — 1,600+ international stocks with above-average dividend yields, across developed and emerging markets. Weighted toward large stable companies. Excludes REITs. Has outperformed SCHY across 1-year, 3-year, and 5-year horizons.

0.07%

Expense ratio

~3.4%

Dividend yield

−40%

Max drawdown

Performance vs. SCHY (dividends reinvested)

+31.80% vs +21.87%

1-year total return

20.81% vs 14.77%/yr

3-year annualized

13.03% vs 8.59%/yr

5-year annualized

Healthy range for this category:

Expense ratio under 0.10% · dividend yield 3–5% · broad diversification (1,000+ holdings) signals low single-country risk. VYMI meets all three.

Red flags to watch for:

Expense ratio drifting above 0.10% · heavy concentration in one country · dividend-per-share declining consistently year-over-year (note: VYMI's dividend has fluctuated with currency movements — watch the trend, not any single year).

Known tradeoff — accepted deliberately:

Max historical drawdown of −40% (vs SCHY's −24%) means VYMI falls harder in a genuine bear market. This was accepted in exchange for stronger total return performance, lower fees, broader diversification, and the Morningstar Gold rating.

Why VYMI was chosen over SCHY — the data-driven decision

SCHY was initially selected for its quality screen and shallower drawdown (−24% vs VYMI's −40%). After reviewing actual performance data across multiple time frames, VYMI was confirmed as the stronger choice: it outperformed SCHY by 9.93 percentage points over 1 year, 6.04 percentage points per year over 3 years, and 4.44 percentage points per year over 5 years — all with dividends reinvested — while charging a lower expense ratio (0.07% vs 0.14%). The yield is essentially identical (~3.41%). VYMI's 1,600+ holdings also provide meaningfully broader diversification than SCHY's 100-stock concentrated approach.

The accepted tradeoff: VYMI's deeper historical max drawdown (−40% vs −24%) means it falls harder in a genuine bear market. This is a real, named risk — accepted deliberately in exchange for stronger total return, lower fees, and Morningstar's highest conviction Gold rating as of April 2026.

What to monitor going forward

Annual expense ratio — confirm it hasn't drifted from the 0.05% / 0.07% figures used in this dashboard.
1099-DIV (the tax form your brokerage sends each January summarizing dividends paid) — check the foreign tax paid box to confirm the Foreign Tax Credit is actually being claimed each tax season.
VYMI's quarterly distribution amount — note that distributions fluctuate with currency movements and index rebalancing, so watch the multi-year trend rather than reacting to any single quarter's payout.

Smart brokerage uses before retirement

Moved here from the Retirement Dashboard — this is brokerage-specific strategy.

Decision history

A running log of brokerage allocation decisions and the reasoning behind them

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