Is VTi ETF a good investment?

VTI is an all-cap U.S. equity index ETF. VTI’s diversified holdings and market-beating total returns make the fund a fantastic long-term investment, and a buy. An overview of the fund follows. This idea was discussed in more depth with members of my private investing community, CEF/ETF Income Laboratory. Learn More »

Is vfiax a good investment?

VFIAX is the admiral shares version of the first index mutual fund, VFINX, which tracks the S&P500 index. Given that Jack Bogle (the namesake of this sub) literally started index investing for individual investors and revolutionized the entire industry with this fund, there’s a fair amount of good feeling towards it.

Which is more tax efficient VTi or vxus?

You can get the same ratio of US to international with VTI + VXUS. If this is in a brokerage, you can claim credit for the foreign tax paid by VXUS. It is more tax efficient to hold VTI+VXUS than it is to hold VT+VTI. And as someone already mentioned, the expense ratio would be lower if you hold VTI +VXUS. 10.

Is vtsax an ETF?

VTSAX is a no-load passively managed mutual fund. It is managed by Vanguard and shares are sold directly to investors. However, VTSAX has a very low expense ratio of 0.04% which makes it more similar to an ETF in that regard.

Is VTI the same as VTIAX?

The main difference between VTSAX and VTI is that VTSAX is an Index Fund while VTI is an Exchange-Traded Fund (ETF). VTSAX and VTI track the same underlying index, the CRSP U.S. Total Market Index.

What is the fidelity equivalent of VTIAX?

FTIHX and VTIAX are both international index funds offered by Fidelity and Vanguard, respectively. They are intended to provide investors with exposure to a broad range of foreign stocks.

Is VTIAX a good buy?

VTIAX has a 5-year annualized total return of 11.33% and it sits in the bottom third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 5.68%, which places it in the bottom third during this time-frame.

Is there an ETF for Vsmax?

This low-cost index fund provides broad exposure to the small-capitalization U.S. equity market….Fund facts.Asset classDomestic Stock – More AggressiveExpense ratio as of 04/29/20220.05%Minimum investment$3,000 Available as an ETF (starting at the price of one share).Fund number0548CUSIP9229086862 more rows

Which Vanguard International fund is best?

The following Vanguard international funds are good places to start for those who are looking to invest in international markets:Vanguard Developed Markets Index (VTMGX)Vanguard Emerging Markets Select Stock (VMMSX)Vanguard Emerging Markets Stock Index (VEMAX)Vanguard European Stock Index (VEUSX)

What is the best global index fund?

What Is the Best International Index Fund?Vanguard. “Vanguard Total International Stock Index Fund Admiral Shares.”Vanguard. “Vanguard Developed Markets Index Fund Admiral Shares (VTMGX).”Fidelity. “Fidelity International Index Fund.”Charles Schwab Asset Management. “Schwab International Index Fund.”

What are the top 5 Vanguard funds?

7 best Vanguard funds to buy and hold:Vanguard 500 Index Fund (VFINX)Vanguard Total Stock Market ETF (VTI)Vanguard Dividend Appreciation ETF (VIG)Vanguard Total International Stock ETF (VXUS)Vanguard FTSE All-World ex-U.S. ETF (VEU)Vanguard Total World Stock ETF (VT)Vanguard Real Estate ETF (VNQ)

Which is better VOO or VTI?

VOO and VTI are highly correlated, as the former makes up about 82% of the latter by weight. Because of this, their historical performance has been very close, but we would expect VTI to slightly outperform VOO over the long term due to its inclusion of small- and mid-cap stocks, and indeed it has historically.

What is the benchmark for Vtiax?

Total returnsQuarter-end1 yearVTIAX(NAV)-12.86%-18.94%Benchmark*-14.08%-19.27%+/- Benchmark1.22%0.33%Fair value impact1.12%0.27%2 more rows

What is the best ETF for the Russell 2000?

The largest Russell 2000 Index ETF is the iShares Russell 2000 ETF IWM with $54.13B in assets. In the last trailing year, the best-performing Russell 2000 Index ETF was TWM at 10.68%….ETF RESULTS:TickerTWMFund NameProShares UltraShort Russell2000IssuerProSharesAUM$138.74MExpense Ratio0.95%9 more columns

Is Vsmax a good investment?

The fund has returned -20.75 percent over the past year, 5.40 percent over the past three years, 6.88 percent over the past five years, and 10.45 percent over the past decade.

Is a small-cap ETF a good idea?

Bottom line. Small-cap ETFs are an attractive way to invest in some of the market’s fastest-growing companies at low cost without the same risks of buying individual stocks. But like all investments in the stock market, they aren’t without risk and other drawbacks.

Does Fidelity have a total stock market ETF?

Fidelity is still a major player on the fund side, but got a late start into ETFs. The company has yet to launch an S&P 500 or total stock market ETF, but it does offer a growing lineup of sector, thematic and smart beta ETFs that have grown it to the 14th largest ETF issuer with just over $30 billion in assets.

What is the Fidelity equivalent of Vbtlx?

The Fidelity Total Bond Fund (FTBFX) is a mutual fund that seeks to provide stability and income by investing in a mix of high-quality bonds and other debt securities. The fund helps to reduce the risk of losing money if interest rates rise or the economy weakens.

What is Fidelity Voo equivalent?

FXAIX is from Fidelity. VOO is from Vanguard. They also differ in where they are available.

Is Fidelity or Vanguard better for retirees?

Fidelity’s website offers far more tools and resources to support a broader range of investor types. Overall, we found Vanguard is an excellent choice for long-term and retirement investors—especially those who want access to professional advice and some of the lowest-cost funds in the industry.

What is Vanguard Total Stock Market ETF?

The Vanguard Total Stock Market ETF ( VTI) is the ETF version of the world’s largest mutual fund, VTSAX. The fund, as of March 31, 2019 has an astounding $772.7 billion under management and holds 3,615 individual companies. Vanguard is one of the largest investment management companies in the world and is well known for their funds …

How much does a VTI cost?

VTI is an ETF which means the minimum investment is only the cost of one share which is approximately $148 (plus transaction costs if applicable). This makes the fund widely available to retail investors as a way to own a piece of the U.S. total market. As an alternative, the Vanguard Total Stock Market Admiral Shares fund ( VTSAX) can be purchased as a mutual fund with a minimum $3,000 investment.

How many companies does VOO hold?

This fund is very similar to VTI however it only holds approximately 500 companies versus the 3,700 companies held by VTI. The fees are consistent across both funds at 0.04% so the only difference is the level of diversification between the fund’s holdings. VOO would more close mirror the S&P 500 which VTI is already highly correlated with.

What is Vanguard fund?

Vanguard is one of the largest investment management companies in the world and is well known for their funds for large net asset values and low cost fund offerings. The fund is appropriate for those who want to own a large, well diversified basket of companies in the U.S. market.

What is a passionate active investor?

Passionate active investor with a focus on core fundamentals and opportunity based decision making.

Is VTI a passive investment?

The overall notion of being a passive investor in a fund like VTI is to buy and hold for the long term and not try to outsmart that market by actively trading a brokerage account. As most retail investors are not able to beat the market return of the long-term, the buy and hold approach in a broad-based large blend fund like VTI is typically recommended for most investors.

Does Vanguard track the S&P 500?

As shown above, the Vanguard Total Stock Market ETF has tracked the S&P 500 index almost identically over the bull run in the market for the preceding three year period.

Where can I buy VTIAX?

You can buy VTIAX or VXUS on any brokerage website . I prefer to use Vanguard.

Who preached low cost index investing?

John preached low-cost, indexed investing over decades, and his message has resonated with millions (even Warren Buffett).

Is VTIAX an intraday or intraday trading?

Next, because VTIAX is an indexed mutual fund, there is no intraday trading or active price quotes.

Is VXUS a Vanguard product?

Similar to VTIAX, VXUS is ranked as one of Vanguard’s riskiest products, and there is a lot of volatility.

Does VXUS allow partial share purchases?

Next, VXUS does not allow partial share purchases, and this makes reinvesting your dividends more difficult.

Is VXUS a beginner?

VXUS has no minimum investment, so it’s going to be viewed as more “be ginner-friendly”.

Does VTIAX allow automatic withdrawals?

VTIAX and VXUS both allow automatic contributions and withdrawals.

How many stocks does VTIAX have?

Overall, VTIAX holds a staggering 7,554 stocks (for reference, that’s nearly double the amount of publicly traded companies in the U.S.)

What is an ETF?

ETF stands for “exchange-traded fund.” There are a few differences between ETF’s and index funds, but most of them don’t matter to the long-term investor. For instance, the biggest difference is that ETF’s can be traded during the day, while Index Funds are bought and sold at the end of day price.

How to reduce volatility?

Of course, the way to reduce volatility is to diversify across asset classes. A group of Jack Bogle disciples calling themselves “Bogleheads” advocate a three-fund portfolio where you hold the following asset classes:

What is a turnover in a fund?

The phrase “turnover” refers to a fund selling its existing holdings and buying new holdings. It’s relevant for two reasons:

Does Vanguard charge a fee?

Vanguard consistently has very low fees, but they have to charge something to stay in business.

Is domestic stock a competitor?

So for most investors, domestic stocks and international stocks aren’t competitors, but complements as part of a balanced portfolio.

Is it possible to know which fund will provide better returns in the future?

It’s impossible to know which fund will provide better returns in the future.

What is the ETF equivalent of VTSAX?

The ETF equivalent of VTSAX is VTI.

What is the expense ratio of VTSAX and VTI?

Both of these options carry low-cost expense ratios that are almost identical. VTSAX’s expense ratio is 0.04% and VTI’s expense ratio is 0.03%, which essentially means that investors will pay $1 more in management fees for every $10,000 that they invest.

What is VTSAX?

VTSAX stands for Vanguard Total Stock Market Index Fund Admiral Shares. This option is a mutual fund with a .04% expense ratio and a minimum investment of $3,000.

How Many Funds Do You Need in Your Portfolio?

If you are not planning on needing to access the funds you are investing for a long time, then investing in a total market fund is likely all you need. Even though this type of fund typically exhibits the highest volatility, it also usually exhibits the highest annual return. Both VTI and VTSAX have been shown to yield higher returns than the S&P 500.

What is the difference between VTI and VTSAX?

The major difference between VTI (exchange traded fund) and VTSAX (mutual fund) is the minimum initial investment. While investing in a single stock can be incredibly risky, investing in an index fund helps to mitigate the threat of losing money. Table of Contents.

Why invest in index funds?

Investing in an index fund allows the investor to invest in many stocks at the same time. These funds can avoid risk by placing a higher weight on more profitable companies and a lower weight on less profitable firms. Unprofitable firms may even be removed from a list entirely to make room for growing enterprises.

How many stocks are in the iShares fund?

These funds are made up of over 3500 stocks with top holdings in some of the biggest corporate names.

My mom is furious that I bought VTI

I live with my mom. This is saving me around $13K/year on rent and probably $1-2K/year on food.

I did the HSA math. This is a no-brainer!

I’ve never really considered an Health Savings Account because I was scared by the High Deductible Health Plan (HDHP) requirement. After doing the math, I’ve realize how wrong I was! In short, if you can save a couple hundred dollars per month, an HSA is possibly your best investment vehicle (after an employer-matched 401K).

Trimmed the fat

Just came here to say over the course of this week I sold my small cap value tilt and emerging markets tilt in my Roth, and both those funds plus a bunch of shitty weed stocks in my taxable.

Can the US be in the same situation than Japan in 1991?

Assets bubbles where real estate and stock went 2x super fast, losing steam to international competition, aging population, low fertility rates, increasing taxes and regulations, artificially boosted by very low interest rates, and I suppose more. The situation of the US seems very similar to the Japan situation in 1991.

ELI5: how do I lose money by timing the market

It doesn’t seem to matter how many of the routine explainers I read (i.e. Bob the worst market timer, or even Common Sense on Mutual Funds), my brain finds a way to get back to this:

Low risk investments for financially illiterate widow mom

Hi Bogleheads, quick background. My dad passed away a few years ago and he had that prepper/distrust of banks/stock market mentality. He left my mom with some cash and she is selling the house I grew up in which has appreciated decently.

I like all the stocks and thank you to everyone

Longtime lurker here and just wanted to say thank you to everyone who contributes to this sub. I am pretty new to trading and this morning I sold all my stocks I have purchased over the last few months (some blue chips and unnecessary bullshit) and put all that into VTI/VXUS. It wasn’t much, but I already feel good about the decision.

What is Vanguard dividend appreciation index?

The Vanguard Dividend Appreciation Index fund tracks a group of U.S. corporations that have high-quality operations. And investors know that these companies are reliable because these stocks provide profit sharing with shareholders through the form of regular dividends.

What is Vanguard Small Cap Index Fund?

That’s what this Vanguard Small-Cap Index Fund does. “Small-cap” means small capitalization — specifically, companies that fall in the bottom 15% of publicly traded corporations as measured by size. Right now, for instance, holdings include companies such as meal delivery service Blue Apron Holdings Inc (NYSE: APRN ), valued at about $1 billion, or fashion retailer Francesca’s Holdings Corp (NASDAQ: FRAN) that is valued at only about $300 million.

What is the average return over the last five years?

Average return over the last five years: 2.1%

Is Vanguard money market safe?

A money market fund doesn’t provide much in the way of returns, but it is quite literally the safest investment Vanguard offers. The share price is set at $1 and Vanguard promises to preserve that share price of $1 — you don’t get lower risk than that!

Do you need to have a basic understanding of investing?

But a basic understanding doesn’t necessarily require weeks of research or expensive sessions with a financial advisor.

Is index fund a half step?

That makes this index fund a kind of half step between stocks and bonds. You get exposure to the stock market, yes, but you also get reliable income from these dividends to the tune of about 1.9% annually.

Is Vanguard government bond stable?

And to add to the stability of this fund, government bonds represent almost two-thirds of the Vanguard Total Bond Market portfolio. This provides an incredibly stable foundation for investors.