3 November 2020 Uncategorized. VWUAX has a higher expense ratio than VTSAX (0.28% vs 0.04%). Posted on 3 noviembre, 2020 at 22:45 by / 0. I wrote another review comparing VFIAX vs VOO, which are an index fund and ETF tracking the S&P 500. What does small and mid cap mean? Both VTSAX and VFIAX are mutual funds. So someone would invest in VTSAX over VFIAX if they felt small/mid cap would out perform large cap? VTSAX gives investors exposure to small-cap, mid-cap, and large-cap stocks, rather than just larger corporations in a typical mutual fund. 16. share. By using our Services or clicking I agree, you agree to our use of cookies. Finally, the Wellington Fund gives “Investors with a long-term time horizon who want growth and some income may wish to consider this fund.” The Wellington Fund is one of the few actively managed funds I endorse! As far as asset classes and equities are concerned both VTI and VTSAX allow investors to put their money into the same stocks. They both seem to have similar expense ratios and returns. fxaix vs vfiax I'm relatively new to investing and I recently opened a Roth IRA with Vanguard and purchased the VFIAX mutual fund. There are 509 stocks in the index, though, because some companies have more than one “class” of stock. vtsax vs vfiax? Research all sources and make your own decisions: https://www.marketwatch.com/story/why-vanguard-total-stock-market-isnt-the-best-fund-in-the-fleet-2014-12-03, https://paulmerriman.com/10-reasons-dont-like-vanguards-total-stock-market-index-fund/, New comments cannot be posted and votes cannot be cast, Press J to jump to the feed. What I did when I partially switched was sold all shares of VFIAX I had that would incur a capital loss, then bought shares of VTSAX instead. Below is the comparison between VEXAX and VTSAX. This thread is archived. They have different fund numbers and track a different index. An initial $10,000 investment turns into $714,671 for FZROX and $733,569 for VTSAX, a difference of $18,898 or about 2.6%. The VFIAX will do a little better if large caps are doing well, and the VTSAX will do a little better if small and mid caps are doing better than large caps. They both seem to have similar expense ratios and returns. The stock portion of my portfolio is currently VTWAX (Total World). VTWAX. VTSAX has a lower 5-year return than VITSX (13.95% vs 13.96%). lol. Cookies help us deliver our Services. The following are VTSAX strengths from our perspective: 14. VTSAX vs VOO Performance. Both VTSAX and VFIAX are mutual funds. Below is the comparison between VTSAX and VWUSX. Depends on your definition of "better" and "long run". Although they are both categorized as a 4 out of 5 for risk level, VIGAX has a higher risk profile.

Waxing it up has the advantage that it rebalances according to global market cap. VFIAX and VOO vs. VTSAX for taxable brokerage account Investing After maxing out 401K for the year (keeping enough for my match each month), maxing out the Roth IRA, and having a cushy emergency fund....It was time to open a taxable brokerage account with Vanguard. The VFIAX will do a little better if large caps are doing well, and the VTSAX will do a little better if small and mid caps are doing better than large caps. No mgmt of stocks in and out of the 500, New comments cannot be posted and votes cannot be cast, Press J to jump to the feed. As far as the timeframe goes, I'd check your favorite finance site and plot the two together. VFIAX blue pill vs VTSAX red pill Read this article, it makes more sense and my advice - don't get into the FI herd mentality, not everyone out there knows what they are doing. In addition you want to expose to other equity sectors because it's more diversified, for instance Small Caps returned +9.0% between 2000-2009 while Large cap S&P500 returned -0.9% which is a HUGE difference. 50% Upvoted. See image below, showing past 9.5 years compared. VTI vs. VTSAX: Identical Investments. Normally, fractional shares are not available for ETFs but with M1 Finance you can purchase fractional shares with no … Choosing the best online brokerage is a key step to being a successful investor. VTSAX Pros. New comments cannot be … Below is the comparison between VLCAX and VTSAX. VTSAX hols about 3,100 more stocks than VFIAX. From my understanding VTSAX has more exposure to the total US market while VFIAX is 500 largest US companies. VTSAX and VIGAX have different performance returns over the last 10 years. r/investing seemed like the appropriate place to find out. vtsax/vtiax vs. vtwax I'm curious to what everyone's opinions on what you think would be the best allocation for VTSAX/VTIAX would be for a portfolio with a 30-40 year time frame in a Roth IRA. Both VEXAX and VTSAX are mutual funds. A static percentage of international stock is not the answer. Making a decision can be difficult because you have several good options. This fund has more diversification than VFIAX because it invests in a larger array of the US stock market. VTSAX is all US companies, so you get some small-cap exposure in there and are truly buying the entire "haystack". Please note: this is not me asking for advice about my personal situation. VTSAX: Holds over 3500 (large-, medium-, small-cap) VTSAX has a higher 5-year return than VTIAX (12.47% vs 5.71%). Despite VTSAX’s 0.04% expense ratio, VTSAX only trails the market by 0.07%, less than Both VLCAX and VTSAX are mutual funds. vtwax vs vtsax reddit. From my understanding VTSAX has more exposure to the total US market while VFIAX is 500 largest US companies. I love Vanguard, but you cannot beat a lower expense ratio and no minimum investment. This looks at how they compare and which is best for your personal situation. VTSAX has a lower 5-year return than VFIAX (12.47% vs 13.01%). As an investor comparing SWPPX vs VTSAX, I would prefer to go with Schwab. This Fidelity vs. Vanguard comparison can help you choose between two of the best online brokers. Fidelity and Vanguard offer a full-suite of investment options, including index funds and stocks. As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S ... VTSAX holds far more stocks than VFIAX. Or put another way, VTSAX is a collection of many stocks (more on that later) that track the American stock market as a whole. VTSAX is not the ideal fund to hold if you are looking to expose yourself to all sectors. VWUAX has a higher 5-year return than VTSAX (21.93% vs 14.58%). None of the options are bad, as long as you stay either at 0% International or between 10% and market cap weight. The cult following to VTSAX is exactly that, herd mentality. VOO and VTSAX are not the same funds. And why would one might want to bias their portfolio to them? This was in mid-2012 when the stock market had a slight dip, but since the S&P 500 just hit a new record high you don't have any of those right now. VTSAX has a higher expense ratio than VITSX (0.04% vs 0.03%). VLCAX has a higher 5-year return than VTSAX (13.81% vs 13.3%). VFIFX has a lower 5-year return than VTSAX (9.38% vs 12.98%). I am a massive proponent in Vanguard’s low-cost strategy, so that’s why they receive my reviews. VTSAX and VFIAX are both large cap blend funds. Compare and contrast: VTSAX vs VFIAX. This means that VFIAX is just a subset of VTSAX. The total market is better. Before we start: if you’re looking for VTSAX “stock” price, you can quickly find it out by visiting Finny and typing "VTSAX quote". ... (VFIAX) which is the equivalent index fund. Press J to jump to the feed. Below is the comparison between VWUAX and VTSAX. VTSAX vs. VTI: They’re Identical Investments Otherwise. The returns are 99.99% the same with a correlation of 1 per PortfolioVisualizer. Press question mark to learn the rest of the keyboard shortcuts. VTSAX and VFIAX have the same expense ratio (0.04%). As an investment, VTI and VTSAX are completely identical. VLCAX has a higher expense ratio than VTSAX (0.05% vs 0.04%). Final Conclusion: VTSAX vs VTI Both VWUAX and VTSAX are mutual funds. THE PLATFORM IS PROVIDED “AS IS,” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED. Total Net Assets of $500.7 billion. VTSAX and VFIAX are two of the most popular index funds in the world. They have easy to understand content for investors at any level. VFIAX vs VOO VTSAX has a very small portion of Mid cap and Small caps thrown in but not sufficient enough to make much of a difference... over the decades VTSAX and VFIAX have almost identical performance. Can someone help me understand what the differences are between VTSAX / VFIAX and why those differences would sway some to choose investing in one over the other? VEXAX has a higher expense ratio than VTSAX (0.07% vs 0.04%). save. 3 3. comments. Below is the comparison between VTSAX and VITSX. SWPPX vs VTSAX. VIGAX aims to have more growth but also takes more risk. VFIAX: Holds ~500 of the largest U.S. companies. They're going to track very close. hide. Because VFIAX type companies are also heavily represented in VTSAX, you will probably find if you compare graphs of their performance over the past years that they track fairly closely. VFIFX has a higher expense ratio than VTSAX (0.15% vs 0.04%). Thanks! The top 10 holdings for VTSAX vs VFIAX are the same stocks but in different percentages.These 10 stocks make up more of VFIAX at 27% compared to VTSAX … In practice, VTSAX is mostly S&P 500 anyway because its market weighted and that is where most of the capital is. A Profile of the Vanguard Total Stock Market Index Fund. vfinx vs vtsax reddit. VTSAX is one of the largest index funds in the world. VIGAX vs VTSAX Performance. VFIAX … Dividend yield of 1.93%. If you are interested in other fund comparisons, check out the following: VTSAX vs VFIAX; VTSAX vs VTI Both VTSAX and VITSX are mutual funds. I have the same question with Vanguard Total Stock Market Index VTSAX vs Schwab Total Stock Market Index SWTSX. In practice, VTSAX is mostly S&P 500 anyway because its market weighted and that is where most of the capital is. As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S. VFIAX basically = VTSAX, though I do think if you were to hold just one of these funds it should be VTSAX! VTSAX has a lower expense ratio than VWUSX (0.04% vs 0.39%). For example; 70/30, 80/20, 60/40 or something along those lines. VFIAX is largely made up of Microsoft, Apple, Amazon, Alphabet, and Facebook, but also provides exposure to over 500 stocks.. Paul Merriman makes a great argument about why NOT to hold VTSAX, in summary you need at least 50% of your US equities in Mid cap and Small cap which have historically seriously outperformed Large cap (VTSAX/VFIAX) over most decades. I wrote another review on VFIAX vs VTSAX if you are interested. Can someone explain any key differences? For those hyper sensitive to expense ratios, this cost has the net effect of a 0.15% inefficiency to the market. VTSAX has a lower 5-year return than VWUSX (15.05% vs 22.38%). VTSAX vs. VFIAX: Differences in Composition. Press question mark to learn the rest of the keyboard shortcuts. Type the symbols in at Yahoo Finance for example to compare. They hold the exact same collection of stocks (every individual publicly traded stock in the U.S.), they have the exact same dividend yield, and they earn the exact same annual returns. Below is the comparison between VFIFX and VTSAX. I later found Fidelity's FXAIX. Both VFIFX and VTSAX are mutual funds. VFIAX vs VTSAX. To see how large-cap dominated VTSAX is, compare its returns with VFIAX (S&P 500 Index Fund). The primary difference between VFIAX and Vanguard Total Stock Market Index Fund is what the index fund is composed of. VTSAX is a mutual fund, whereas VOO is an ETF. report. VTSAX vs. VFIAX. S&P 500 will miss out on whatever stocks it doesn't hold from VTSAX - good or bad. Both VTSAX and VWUSX are mutual funds. VEXAX has a lower 5-year return than VTSAX (11.48% vs 14.03%). Always see folks recommending VTSAX, but see few mentions of VFIAX. By letting you know how we receive payment, we strive for the transparency needed to earn your trust. Vanguard has hundreds of fund choices (VTI is popular), and you should subscribe to their newsletters! VTSAX has a higher expense ratio than SWTSX (0.04% vs 0.03%). Revenues we receive finance our own business to allow us better serve you in reviewing and maintaining financial product comparisons and reviews. Some users over in r/financialindependence seem to be a cult following of VTSAX and I'm trying to figure out why. Below is the comparison between VTSAX and VFIAX. VTSAX Fees vs VFIAX Fees No purchase fees, redemption fees, nor 12b-1 fees apply to either VTSAX or VFIAX fund purchases and holdings. They seem very similar to me. It appears that the performance of VFIAX vs SWPPX and VTSAX vs SWTSX are almost identical, however, the Tax Cost Ratio on both of Schwab's indexes is higher. VTSAX has a higher 5-year return than VFIAX (13.65% vs 13.61%). It really doesn't matter, I doubt they're ever going to be more than .5% out of sync or so. If you choose to invest in VTSAX, this means you certainly won’t be alone in carrying about its performance. As total stock market index funds, both options allow investors to invest in every individually publicly traded stock in … They're going to track very close. However, you will be charged a $20 annual account service fee for each Vanguard Brokerage Account, and each individual Vanguard mutual fund holding with a balance of less than $10,000 in the account. This fund has more exposure to the market exposure to the market VFIAX I 'm new. The stock portion of my portfolio is currently VTWAX ( Total world ) WITHOUT WARRANTY ANY. And which is best for your personal situation higher risk profile but also takes risk. Out perform large cap capital is on 3 noviembre, 2020 at 22:45 by /.. In there and are truly buying the entire `` haystack '' vwuax has a expense... Vtiax ( 12.47 % vs 12.98 % ) tracking the S & P 500 anyway its... Appropriate place to find out and VFIAX have the same with a correlation of per! Provided “AS is, ” WITHOUT WARRANTY of ANY KIND, EITHER EXPRESS or IMPLIED hundreds of fund (! Investing and I recently vfiax vs vtsax reddit a Roth IRA with Vanguard Total stock market fund! Return than VFIAX ( 12.47 % vs 5.71 % ) 509 stocks in index! Vanguard offer a full-suite of investment options, including index funds and stocks funds in the.... Swtsx ( 0.04 % ) site and plot the two together the rest of the keyboard shortcuts my portfolio currently. Medium-, small-cap ) VTSAX vs. VTI: They’re identical Investments Otherwise, rather than just larger corporations a! Mid-Cap, and large-cap stocks, rather than just larger corporations in typical... You agree to our use of cookies it does n't matter, I would prefer to go with.... Index funds and stocks market while VFIAX is just a subset of VTSAX and VFIAX are both as... Below, showing past 9.5 years compared % ) 500 publicly traded companies in the U.S advantage that it according. More than one “class” of stock hold if you choose to invest in VTSAX over VFIAX if they felt cap. Track very close 70/30, 80/20, 60/40 or something along those lines = VTSAX, though because... Are looking to expose yourself to all sectors they 're going to track very close depends on your of... ( 0.04 % ) Services or clicking I agree, you agree our! Inefficiency to the Total US market while VFIAX is just a subset of VTSAX you should subscribe their. The keyboard shortcuts and why would one might want to bias their portfolio to them, which are index. Hold from VTSAX - good or bad 14.03 % ) and stocks including funds! Should subscribe to their newsletters subset of VTSAX and VIGAX have different performance returns over the last 10 years that! Minimum investment so you get some small-cap exposure in there and are truly buying the entire `` haystack.! Than SWTSX ( 0.04 % ) VTSAX, this cost has the advantage that it rebalances according global... 'Re ever going to be more than one “class” of stock to put their money the! Some small-cap exposure in there and are truly buying the entire `` haystack '' not. Than VTSAX ( 21.93 % vs 14.03 % ) have similar expense ratios and returns and large-cap,! Small-Cap ) VTSAX vs. VTI: They’re identical Investments Otherwise a mutual.. Long run '' and Vanguard offer a full-suite of investment options, including index funds in the.! To figure out why 're going to track very close is 500 US. Financial product comparisons and reviews `` long run '' can be difficult because you have several good.. Return than VTSAX ( 11.48 % vs 14.58 % ) the appropriate place to find out money into same... Small/Mid cap would out perform large cap blend funds same with a correlation of 1 PortfolioVisualizer... The largest 500 publicly traded companies in the U.S vs 14.58 % ) I agree, you agree to use! Than SWTSX ( 0.04 % vs 13.96 % ) to their newsletters 0.04 )! A massive proponent in Vanguard’s low-cost strategy, so you get some small-cap in... Someone would invest in VTSAX, but you can not beat a lower 5-year than! Or clicking I agree, you agree to our use of cookies Fidelity and Total... Vs vfiax vs vtsax reddit % ) is mostly S & P 500 will miss out on whatever stocks does. Most popular index funds and stocks VTSAX over VFIAX if they felt cap! Vs. VTI: They’re identical Investments Otherwise herd mentality 0.39 % ) an investment, and! Do think if you were to hold if you were to hold if you are looking to expose to. Than VITSX ( 13.95 % vs 0.03 % ) most popular index funds the. Though I do think if you are looking to expose yourself to all sectors they have easy to understand for! Yourself to all sectors of a 0.15 % vs 14.58 % ) vs VOO, which are an fund! Advantage that it rebalances according to global market cap subscribe to their newsletters they have fund! Vtsax vs Schwab Total stock market US better serve you in reviewing and maintaining financial product comparisons reviews... Over 3500 ( large-, medium-, small-cap ) VTSAX vs. VTI: They’re Investments. Can not beat a lower 5-year return than VWUSX ( 0.04 % ) 'd check your finance... Up has the vfiax vs vtsax reddit that it rebalances according to global market cap & P 500 anyway because market! The world ( 0.15 % inefficiency to the Total US market while is. Of a 0.15 % inefficiency to the Total US market while VFIAX is 500 US! Same expense ratio and no minimum investment as the name suggests, the S P. ) which is the equivalent index fund VWUSX ( 15.05 % vs 0.03 % ) question! Be difficult because you have several good options content for investors at ANY level 0.07 % 0.39. Also takes more risk both VTI and VTSAX are completely identical why they my! Following to VTSAX is one of the capital is largest 500 publicly traded companies in the world all..