Vtsax vs vtwax. 100% VTSAX vs. 100% VIGAX. Just curious if it would...

Lol, this stuff is so much more complicated than it

VTSAX vs VDIGX? My roth is 100% in VTSAX. A little over 12k in it. ... VTWAX has all stocks in the world (not exactly "all" but close enough). All other stock funds hold some smaller subset of stocks by definition. A Boglehead would only need another stock fund for some good reason, like a 401(k) plan that doesn't have the "total" funds, or if ...The following are VTWAX weaknesses from our perspective: VTWAX net assets are $0.00 million. This fund is not a popular choice with retail investors. VTWAX 3-year return is 7.71%, which is lower than the 3-year return of the benchmark index (FTSE Global All Cap (US RIC) NR USD), 12.74%.VFFVX uses "Vanguard Total Stock Market Index Fund Institutional Plus Shares. 54.00%" and "Vanguard Total International Stock Index Fund Investor Shares. 36.40%." If I wanted to emulate VFFVX in my taxable account, is this VTSAX (60%) and VTWAX (40%) approximately as the most tax efficient options? Or is VTI or VOO better?I choose to do this over VTSAX + VTIAX because VTWAX is essentially the same as holding those, but it is automatically weighted by the market cap of US vs International. This fluctuates but is currently about 57% US/43% international. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International.VOO is a passively managed ETF that tracks the S&P 500; VTSAX is the largest US-based mutual fund that covers the extended market. VOO is skewed towards the communication services sector and ...Top 10 Holdings (26.29% of Total Assets) VTSAX pros The following are VTSAX strengths from our perspective: VTSAX net assets are $315.95 billion. This fund is a popular choice with retail and institutional investors. VTSAX expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.VTSAX VOO or VFIAX S&P 500 Index vs. VTWAX Total World Index (US and international) For long-term buy and hold, which is the better (more likely) bet? VOO has lower costs and the U.S. performance has outpaced the world in general since WWII. WAX is more diverse and in line with the principle of reversion to the mean (applying that to countries ...Meant to say “VTWAX, and VTIAX even more so”. As you say, the country allocation in the intl portion of the two funds should be the same. But assume a $1000 investment in each fund. VTIAX excludes the USA, so more of the $1000 will go to the “not so S places” in ESG. In VTWAX, less of the $1000 will go to those places.If this is in taxable and you are realizing gains, an option may be to sell 50% and buy vtiax with it. And in the future you could simply direct your contributions based on how the allocation shifts vs your desired allocation. Also note that you will miss out on foreign tax credit with vtwax if this is in taxable.While VTSAX has done great over the past 3 years, that medical industry fund has done poorly, and at this point I've lost 25% of what I put in. While I understood that risk when I …Thank you! I would recommend VTWAX, and I came to this conclusion after the tirelessly deliberating between the two myself (actually three, VTWAX vs VTSAX/VTIAX). I prefer VTWAX because it's globally diversified (I'm comfortable with the 59% (NA) /41% (Emerging Markets/Int'l) split), doesn't require me to rebalance it (I enjoy being hands off ... However, it is my understanding that the sum of VTSAX and VTIAX expense ratios (.15) is slightly higher than the VTWAX (.11), though the amount invested in international stocks is much higher than is generally recommended within VTWAX. However, buying 100% of VTWAX would eliminate the need for me to re-balance domestic vs international in the ...The Vanguard 500 Index Fund invests solely in the 500 largest U.S. firms that comprise the S&P 500 Index. The Vanguard Total Stock Market Index Fund could represent all of a portfolio’s equity ...VITSX vs VTSAX Differences. The main difference between VITSX and VTSAX is that VITSX, as an institutional share class offers lower fees to institutional and high-net-worth investors. In contrast, VTSAX, as an Admiral share, offers lower fees to the standard investor. For VTSAX, investors with less than a $3,000 minimum requirement can buy VTI.26 Jan 2023 ... What Is the Fidelity Equivalent of VTSAX? Diego. Hi! I'm Diego, 38, and I currently reside in New York. I work as a ...by Triple digit golfer » Thu Jan 26, 2023 3:02 am. VTWAX is world equities and is roughly 60% U.S. (VTSAX) and 40% international (VTIAX), for all intents and …I choose to do this over VTSAX + VTIAX because VTWAX is essentially the same as holding those, but it is automatically weighted by the market cap of US vs International. This fluctuates but is currently about 57% US/43% international. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International.VTSAX vs. VFIAX: Total Stock Market vs. S&P 500 Most index investors choosing a U.S. stock index fund typically choose one that replicates either the S&P 500 or a total stock market index. The S&P 500 and total stock market index has a very high correlation (greater than 99%); this is because around 75% of the total stock market index contains ...Median size of the companies VTIAX invests in is $27.2 billion, versus $31.5 billion for VFWAX. VTIAX’s 10 largest holdings make up 9.80% of the fund. VFWAX’s 10 larrgest holdings make up 10.90% of the fund. The “smaller” companies that VTIAX invests in are growing barely faster than VFWAX.VTSAX VOO or VFIAX S&P 500 Index vs. VTWAX Total World Index (US and international) For long-term buy and hold, which is the better (more likely) bet? VOO has lower costs and the U.S. performance has outpaced the world in general since WWII. Aug 9, 2023 · As you may tell, FZROX has a 0% expense ratio and you can start with as little as $1. VTSAX has an expense ratio of 0.04% and you need $3,000. If you want more options VTI can help out with a lower expense, but once again FZROX is the best for lower expenses. Each one is greater. So I just broke down VTSAX vs FZROX. The only difference is that VTI’s expense ratio is slightly lower at 0.03% compared with 0.04% for VTSAX. This is in alignment with other Vanguard comparisons, such as VOO versus VFIAX. The ...18 Jan 2023 ... ... VTWAX's performance objective and investment process is for both security selection and portfolio construction. People Pillar. The People ...VTI is an ETF which means that you have to buy the entire share. VTSAX is an index mutual fund, which means that you can buy any fractional share of it you want. So if you have $200 to invest, you can buy $200 of VTSAX but only ~$180 of VTI (depending on market value). That leftover $20 will just sit in your account uninvested. I choose to do this over VTSAX + VTIAX because VTWAX is essentially the same as holding those, but it is automatically weighted by the market cap of US vs International. This fluctuates but is currently about 57% US/43% international. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International. They are generally only available to very large buyers (such as large retirement plans). VITSX has an expense ratio of 0.03% as opposed to VTSAX which has an expense ratio of 0.04%. (This is a negligible difference for you, but to your employer it adds up.) The funds are otherwise identical.Due to its composition, vtsax is a bet on continued tech outperformance. I used to invest almost exclusively in vtsax but have since switched to vtwax for additional diversity. From 1970-2010, the performance was nearly identical.personally i stick with us but weight towards small value, real estate, and mid caps more than vtsax or vtwax would do. regarding number of stocks being the measure of diversification this is not the end all be all measure. compare the total us stock market vtsax vs the s&p 500. correlation is over 0.99.The last two years I have seen a tax return of between 0.20% and 0.25% each year of my total international position via the FTC by using an international only fund in my taxable. Currently one gets 0% by investing in VTWAX in taxable. 2 yr. ago. This agrees with my observations. I split VXUS up into VEA and VWO (actually IEMG) to make tax loss ...vtiax vs vxus; vtiax vs vtsax; vtiax vs vtmgx; vtiax vs vfiax; vtiax vs vtwax; vtiax vs ftihx; vtiax vs vti; vtiax vs voo; vtiax vs dodfx; vtiax vs aphkx; vtiax vs tciex; vtiax vs swisx; …VTSAX / VTWAX are stock index funds. They own shares of companies (stock). Each fund holds shares of hundreds of different companies. Depending on how the economy does, the value of those shares might go up or it might go down. Over the very long term, it tends to go up, which is why people own them. By selling the index fund at a later date ...Perhaps the main difference is the minimum investment required from an investor standpoint. While the VTSAX requires a minimum investment of $3,000, you can begin investing in the VTI for as little as the price of one share. With that share currently priced at about $243, that will be the minimum investment required.'Past performance is no guarantee', etc., but VLCAX has also outperformed both VFIAX and VTSAX on the 3-, 5-, and 10-year benchmarks. VTSAX outperformed it over the 1-year, but it still beat VFIAX in the same period. Potential downsides are a slightly (+0.01%) higher ER and smaller total net assets (1/20th of VFIAX, and even less …All in on VTSAX or VTWAX? I am planning to open up a vanguard account soon. I was thinking about investing 100% into VTSAX until i stumbled upon this awesome place. Now it got my mind thinking of investing 100% into VTWAX. is it crazy to invest 100% in one or the other? Im a hands off type of person. Here again, some slight differences become apparent: At 4.44% VTSAX is a little bit more volatile than SWTSX at 4.40% on a monthly basis. The effects of this increased volatility also extend to the drawdown range: The maximum drawdown for the period from 2001 to 2020 peaked at -50.84% for VTSAX and -50.20% for SWTSX. Historical Performance: FZROX vs VTSAX. VTSAX was launched in back in 2000, while FZROX was launched on August 2, 2018. Since that time, the two funds have had near identical performance: 8.23% vs 8.11% on an annualized basis. Over those years, the cumulative performance differential has been less than .7%!It's not a combination of VTI/VTSAX and VXUS/VTIAX, but people often take the breakdown of US vs ex-US composition and "approximate" VT/VTWAX using those funds. I wouldn't really too much about a .02% difference in fees, if you have a product that better suits your investment needs (set/forget in terms of global equity allocation, avoiding wash sales if …VTSAX cons. The following are VTSAX weaknesses from our perspective: VTSAX 3-year return is 10.2%, which is lower than the 3-year return of the benchmark index (CRSP US Total Market TR USD), 16.77%. VTSAX 5-year return is 9.85%, which is lower than the 5-year return of the benchmark index (CRSP US Total Market TR USD), 16.15%.May 19, 2021 · When it comes to turnover, a lower turnover percentage is always better, especially for those investing in the fund in a taxable account. VTIAX Turnover Rate. VTSAX Turnover Rate. 7.2%. 4%. By this respect, VTSAX is better and should be more tax-efficient when held in a taxable account. View Top Holdings and Key Holding Information for Vanguard Total World Stock Index Admiral (VTWAX).SWTSX has an expense ratio of 0.03% and VTSAX has an expense ratio of 0.04%. This means that for every $10,000 invested in SWTSX, you would pay $3 in annual fees. For VTSAX, you would pay $4 in annual fees. Both funds have low expense ratios, but SWTSX is slightly cheaper. In terms of growth potential, both funds have historically had …29 Mar 2022 ... According in Investopedia: An index fund is a type of mutual fund or exchange-traded fund (ETF) with a portfolio constructed to match or track ...Median size of the companies VTIAX invests in is $27.2 billion, versus $31.5 billion for VFWAX. VTIAX’s 10 largest holdings make up 9.80% of the fund. VFWAX’s 10 larrgest holdings make up 10.90% of the fund. The “smaller” companies that VTIAX invests in are growing barely faster than VFWAX.28 Feb 2022 ... One of the easiest ways to invest is by using the 3 Fund Portfolio method. In essence, this means building an investment portfolio with only ...3 Jan 2023 ... FSKAX and VTSAX are two popular mutual funds offered by Fidelity and Vanguard, respectively. Learn the differences between the two funds.VTSAX has a slightly higher expense ratio (0.04%) than VTI (0.03%). That seems pretty small, but it’s actually 33% more expensive to use VTSAX instead of VTI if all other things are equal (commissions, etc).Perhaps the main difference is the minimum investment required from an investor standpoint. While the VTSAX requires a minimum investment of $3,000, you can begin investing in the VTI for as little as the price of one share. With that share currently priced at about $243, that will be the minimum investment required.29 Mar 2022 ... According in Investopedia: An index fund is a type of mutual fund or exchange-traded fund (ETF) with a portfolio constructed to match or track ...VTSAX cons. The following are VTSAX weaknesses from our perspective: VTSAX 3-year return is 10.2%, which is lower than the 3-year return of the benchmark index (CRSP US Total Market TR USD), 16.77%. VTSAX 5-year return is 9.85%, which is lower than the 5-year return of the benchmark index (CRSP US Total Market TR USD), 16.15%. The Vanguard 500 Index Fund invests solely in the 500 largest U.S. firms that comprise the S&P 500 Index. The Vanguard Total Stock Market Index Fund could represent all of a portfolio’s equity ...26 Jan 2023 ... What Is the Fidelity Equivalent of VTSAX? Diego. Hi! I'm Diego, 38, and I currently reside in New York. I work as a ...Chart for Vanguard Total World Stock Index Fund Admiral Shares VTWAX. Other News for VTWAX Nestlé: More Globally Diversified Than Most Funds 10/03/23-8:21AM EST Seeking AlphaThe Vanguard Total Stock Market ETF (VTI) and the Vanguard Total Stock Market Index Fund (VTSAX) are commonly confused for each other because they largely ...Chart for Vanguard Total World Stock Index Fund Admiral Shares VTWAX. Other News for VTWAX Nestlé: More Globally Diversified Than Most Funds 10/03/23-8:21AM EST Seeking AlphaVTIAX is a mutual fund, whereas VXUS is an ETF. VTIAX has a lower 5-year return than VXUS (3.8% vs 3.92%). VTIAX has a lower expense ratio than VXUS (% vs 0.07%). VXUS profile: Vanguard STAR Funds - Vanguard Total International Stock ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc.Thank you! I would recommend VTWAX, and I came to this conclusion after the tirelessly deliberating between the two myself (actually three, VTWAX vs VTSAX/VTIAX). I prefer VTWAX because it's globally diversified (I'm comfortable with the 59% (NA) /41% (Emerging Markets/Int'l) split), doesn't require me to rebalance it (I enjoy being hands off ...Jack founded Vanguard and pioneered indexed mutual funds. His work has since inspired others to get the most out of their long-term stock and bond investments by indexing. Active managers want your money - our advice: keep it! How? Investing in broad-market (MF or ETF) indexes, diversified between equities and fixed income.The only time you might want to go with VTSAX + VTIAX over VTWAX, is in a taxable account. As long as VTWAX holds < 50% in foreign stock (i.e. any year where the foreign market cap is lower than the US market cap), VTWAX will not pass the foreign tax credit to investors. In a tax-advantaged account, I'd choose VTWAX for simplicity. The primary difference between VTSAX and VOO is that VTSAX is an index fund while VOO is an Exchange Traded Fund (ETF). Both are low-cost funds, with VTSAX having an expense ratio of 0.04% and VOO having an expense ratio of 0.03%. Lastly, VOO and VTI track different indexes. VTI tracks CRSP US Total Market Index, while VOO …Nov 11, 2021 · VTSAX was slightly more volatile with a 10Y volatility of 14.2 versus 13.6 for the S&P 500. That said, VTSAX is the superior long term fund to invest in right now. For me, VTWAX is in my Roth. For my brokerage I did what a displaced academic mentioned and split it 60/40 VTSAX/VTIAX (current global market cap), and set future automatic contributions to 50/50 so I can forget about it and claim the foreign tax credit. Nothing wrong with forgoing the FTC and just doing VTWAX in a brokerage tho! The reason most bogleheads like VTSAX is because it gives you much more diversification than an S&P 500, while giving very similar returns over the long-term. There's no reason to sell your shares and purchase another. When you calculate your total portfolio, they will both be categorized as US Equity Market.personally i stick with us but weight towards small value, real estate, and mid caps more than vtsax or vtwax would do. regarding number of stocks being the measure of diversification this is not the end all be all measure. compare the total us stock market vtsax vs the s&p 500. correlation is over 0.99.It should be 0.03% vs 0.04%. 1 basis point. And please stop thinking of ERs as multiples: 0.02% vs 0.04% is 2x but that's meaningless, 0.3% vs 0.6% is also 2x but a far more noteworthy 30 basis point difference. Is one really better than the other being they are both total stock market funds, but VTI being an ETF? No.VTSAX Vanguard Total Stock Market Index Fund Admiral Shares. Also available as an ETF (starting at the price of $1). Buy. Compare. Management style. Index. Asset class. Domestic Stock - General. Category. Large Blend. Risk / reward scale. 4 Less. More. Expense ratio. 0.04%. as of 04/28/2023. 30 day SEC yield. 1.53% B . as of …PSA: Fidelity auto invest into a roth is put in there as basically just cash, and not into your index funds...you need a separate auto invest to put the cash into the index funds. 222. 42.The 5 year return for VTSAX is 50.69%. The 5 year return for VASGX is 21.36%. So while that's not nearly as good as 50%, that's a hell of a lot better than 3%. I always thought VASGX was just a standard mutual fund that was perhaps a …I choose to do this over VTSAX + VTIAX because VTWAX is essentially the same as holding those, but it is automatically weighted by the market cap of US vs International. This fluctuates but is currently about 57% US/43% international. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International. When it comes to turnover, a lower turnover percentage is always better, especially for those investing in the fund in a taxable account. VTIAX Turnover Rate. VTSAX Turnover Rate. 7.2%. 4%. By this respect, VTSAX is better and should be more tax-efficient when held in a taxable account.For me, VTWAX is in my Roth. For my brokerage I did what a displaced academic mentioned and split it 60/40 VTSAX/VTIAX (current global market cap), and set future automatic contributions to 50/50 so I can forget about it and claim the foreign tax credit. Nothing wrong with forgoing the FTC and just doing VTWAX in a brokerage tho!Best. Cruian • 3 yr. ago. FSKAX or FZROX are much closer Fidelity equivalents. FXAIX is only the S&P 500, while VTSAX, FSKAX, and FZROX are all US total market style funds. VTSAX does have more holdings, but they'll be on the lower end (in terms of weight in the fund), to the point where it makes very little to no difference: https://www ... Here are the two we will be looking at: VTSAX: Vanguard’s Total Stock Market Index Fund. VTIAX: Vanguard’s Total International Stock Index Fund. We’ll …23 Jun 2014 ... And here's what I'm Invested in now: VTSAX — Vanguard Total Stock Market Index Fund Admiral Shares. Yup! My answer to “should I buy one stock or ...Home | White Coat InvestorVTSAX and FSKAX are not clones, but they're as close as they can be without being identical. They track different indices, but the two indices are trying to do the same thing, track all investable stocks trading in the US. Inside an IRA they are going to perform the same. There's no reason why you would want to pay a transaction fee to buy a ...The only difference is that VTI’s expense ratio is slightly lower at 0.03% compared with 0.04% for VTSAX. This is in alignment with other Vanguard comparisons, such as VOO versus VFIAX. The ...As you can see, FSKAX and VTSAX are nearly identical on the surface—their returns over the past 10 years and their risk assessment are very similar. Their top 10 holdings are virtually identical as well. Both funds come with low expense ratios, which means you’ll pay minimal fees (though FSKAX is slightly cheaper).If in a taxable account, VTWAX doesn't currently qualify for the foreign tax credit (not enough ex-US holdings), which you would qualify for if you held VTSAX+VTIAX separately. This does not apply to a tax-advantaged account. VTWAX has a higher expense ratio (.10%) than holding the funds separately (~.07%). VTWAX currently holds fewer positions ... I choose to do this over VTSAX + VTIAX because VTWAX is essentially the same as holding those, but it is automatically weighted by the market cap of US vs International. This fluctuates but is currently about 57% US/43% international. I’m a big believer in investing at the market cap weight vs investing an arbitrary number in US vs International.As of May 30, 2022, the Vanguard FTSE Social Index outperforms VTSAX over 3, 5, and 10 years. Both of these Vanguard funds are Large Blend U.S. Equity funds. While the management fees (expense ratio) of VFTAX are slightly higher than VTSAX - 0.04 compared to 0.14 - the financial performance figures are presented net-of-fees.Jun 21, 2022 · As of May 30, 2022, the Vanguard FTSE Social Index outperforms VTSAX over 3, 5, and 10 years. Both of these Vanguard funds are Large Blend U.S. Equity funds. While the management fees (expense ratio) of VFTAX are slightly higher than VTSAX - 0.04 compared to 0.14 - the financial performance figures are presented net-of-fees. This is a genuine question I am trying to understand. With a $10k initial investment in VTSAX in 1972 and annual rebalancing, you would have $372,681 today. …Nov 8, 2018 · I need some help comparing funds. Fidelity now has an expense ratio of 0.015% on FSKAX. Vanguard is at 0.04% on VTSAX. Both are total market funds. How can U decide which is the better deal? On $500k, the Fidelity fund costs $75 per year while the Vanguard costs $200. And then you'd just get something very close to VTI/VTSAX performance, but a lot more complicated. Alternatively, you could buy an international fund to further diversify, but then you could just switch to VT/VTWAX, assuming you're looking for a global market cap weighted strategy. In other words: don't buy funds to have more funds.Hi Bogleheads, The stock portion of my portfolio is currently VTWAX (Total World). My 401(k) plan offers an annual review with a Vanguard CFA, and when I had that call, they pointed out that I can get more diversification and lower expenses by using VTSAX [Total (US) Stock Market] + VTMGX [Developed Markets] + VEMAX [Emerging Markets].VTSAX Vanguard Total Stock Market Index Fund Admiral Shares. Also available as an ETF (starting at the price of $1). Buy. Compare. Management style. Index. Asset class. Domestic Stock - General. Category. Large Blend. Risk / reward scale. 4 Less. More. Expense ratio. 0.04%. as of 04/28/2023. 30 day SEC yield. 1.53% B . as of 09/30/2023.No, Schwab doesn’t have total world stock market index fund at the moment. However, you could buy VT (the ETF equivalent to VTWAX) or you could make 2-3 fund portfolio to replicate VTWAX: (1) SWTSX, SWISX, SCHE; (2) SCHB, SCHF, SCHE; (3) SWTSX and VXUS. 17. InvestingNerd2020 • 2 yr. ago. Option 3 is the easiest.VTSAX vs VTI Differences. The primary difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX has a minimum investment of $3,000, while VTI has no minimum …Re: Pros & Cons of VTWAX vs. VTSAX/VTIAX mix. The main disadvantage would be in a large taxable account. At certain points you would want to control the ratio of U.S. to Non-U.S. for tax purposes (IRS form 1116) and or tax loss harvesting. In tax deferred space its a must own in my opinion for those who are looking for simplicity and are ok ...Capital gains are generally paid to mutual funds, while dividends are paid to ETFs. So in most cases, ETFs are more tax efficient. However, Vanguard is unique in that they created a structure where their mutual fund and etf equivalent are essentially the same, making their index funds uniquely tax efficient. Small clarification, both mutual ...But you're missing the 40+% that is international. #9 for example is Nestle, an international company. Over 8,000 holdings vs under 3,700. Right now the biggest companies by market cap are mostly US based, but that can change. VTWAX means you won't have to worry if it does change. I saw on the region allocation that VTWAX is 59.4% North American which I assumed to be US but that obviously includes Canada and Latin America which are international. No you just said 60/40 ratio of VTIAX and VTSAX (vtiax is international). I know what you meant but I am just messing with you lol.Good points! So I have both taxable and tax advantaged. The recent downturn combined with me playing with stuff over the past year puts my basis near zero. So I’m thinking vtwax in iras and vtsax/vtiax in taxable. So my main question is 100 equities vs 80/20.. Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) - Find The Vanguard 500 Index Fund invests solely in the 500 largest U. The reason most bogleheads like VTSAX is because it gives you much more diversification than an S&P 500, while giving very similar returns over the long-term. There's no reason to sell your shares and purchase another. When you calculate your total portfolio, they will both be categorized as US Equity Market. Comparing VTSAX vs SPY, each fund’s top ten holdings a VTSAX vs VTI Differences. The primary difference between VTSAX and VTI is that VTSAX is an index fund while VTI is an ETF. Another significant difference is their expense ratio. VTSAX has an expense ratio of 0.04%, while VTI has an expense ratio of 0.03%. VTSAX has a minimum investment of $3,000, while VTI has no minimum …VTI has the edge here with a minimum investment of as low as $1.00, compared to VTSAX’s $3,000 minimum investment. Because VTI is an ETF that trades … You need to look at dividend yield as a percentage of the share pri...

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