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Larry Berman CFA, CMT, CTABMO Balanced SeriesUnits ETFZBAL.TOBUYOct 19, 2026

ZPAY vs. ZBAL-T

It depends on what you need. ZBAL-T is more tax-efficient; when you ultimately sell it, you get a higher capital gains. It doesn't earn that much, so it pays out more than it earns. ZPAY does pay that much, and is tax efficient, if you don't mind current taxes as opposed to deferred taxes.

Larry Berman CFA, CMT, CTA

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$15.97

Stock price when the opinion was issued

$15.97

As of Oct 20, 2026. Market Open.

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