The YouTuber suggests holding the original VanEck Morningstar Developed Markets Dividend Leaders ETF. He notes that its US exposure is already well-managed at around 24% and that the replacement stocks in the ex-USA version are less attractive from a valuation and sector concentration perspective. He finds no compelling reason to switch from the original.
“Sollte man seinen alten Func verkaufen und jetzt quasi in den neuen einsteigen? Steuerliche Betrachtung mal äh außen vor. Also mein Urteil ist relativ eindeutig und fällt zu ungunsten des neuen Rengard ETFs aus.” — ▶ 13:50