On the other hand, VTSAX typically has a much higher share price than VTIAX. Consequently, the same amount of money invested in both will tend to pay out a much greater amount of dividends in VTIAX than VTSAX. As a very rough example, on 1/4/21, the closing price of VTSAX was $93.35 and the closing price of VTIAX was $32.53.VTWAX is world equities and is roughly 60% U.S. (VTSAX) and 40% international (VTIAX), for all intents and purposes. VTWAX is more diversified, as it holds stocks from around the world. ... This blogpost from Physician on Fire has an example of the tax effect of holding int'l stock funds in taxable vs. tax-advantaged and may be helpful: https ...VXUS has a slightly higher expense ratio (.08%) than VTI (.03%) VXUS holds significantly more stocks (7,429) than VTI (3,551) The top ten holdings of VXUS account for a much smaller percentage (9.8%) of total fund assets compared to VTI (20.7%) In a nutshell: Both funds have low fees, but VXUS holds far more stocks and has a lower concentration ...The ETF equivalent of VTSAX is VTI, Vanguard Total Stock Market ETF and it has an expense ratio of 0.03%. You can even convert your VTI over to VTSAX once you reach the minimum level of $3,000. Performance - Its average annual total returns in the past 10 years has been 12.40%. To put this in perspective with annual compounding, if you had put ...VFIAX vs VTI. I just realized that Vanguard offers VFIAX admiral shares which closely resembles VTI. Both have expense ratio of 0.05%. VFIAX is a mutual fund where as VTI is an ETF. Both have very similar 5 year performance (VTI being better by a small margin).VTSAX is an example of a mutual fund where there a "paired" ETF in the form of VTI. The capital gains accumulated in the underlying shares of VTSAX can be exchanged away via heartbeat trades between the fund and "authorized participants" in the formation/destruction of shares of VTI. Other examples would be VTWAX/VT and VTIAX/VXUS.VTI has 11.3% CAGR. VXUS appears to be newer, price series data is only available for the last 2 years. VXUS CAGR is 3.3%. VXUS offers some diversification effect, correlation with VTI is 76% and VOO is 63%. However, there is a large disparity in CAGR (VXUS 3.3% vs. VTI 11.3%).Regarding US vs International Been waiting for 10+ years for international to not suck. As of this morning, the average annual rate of return over the last 10 years for VTI is 11.6%, for VXUS it's 4.4%. Fool that I am, I still have a 70/30 split in US vs international for the stock portion of my portfolio.Fund Size Comparison. Both FSPSX and VTIAX have a similar number of assets under management. FSPSX has 24.7 Billion in assets under management, while VTIAX has 390 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.VTI has over-performed VTSAX by 0.37% since inception; VTSAX is 0.01% more expensive than VTI; Let's now explore these key differences in more detail. VTSAX vs VTI: Two Different Types of Funds. The largest difference between VTSAX and VTI is that they each represent a different investment class. VTSAX is a mutual fund while VTI is an ETF.The Vanguard Total Stock Market Index Fund (VTSAX) is a large-blend mutual fund that provides investors with exposure to the complete United States equity market. The index fund tracks the CRSP U.S. Total Market Index and is one of the world's largest in terms of assets under management. VTSAX includes small-, mid-, and large-cap stocks, and it holds growth and value stocks alike.I wouldn’t mind switching to VTWAX but would get hit hard by taxes in the exchange process from VTSAX. I’m just buying VTIAX instead. VTI or better yet, just go VT and sleep well. I don't want to start explaining, nobody have time for this, both are same but VTI is few % better than VOO, go for VTI.Final Thoughts. What Is VTI? The Vanguard Total Stock Market ETF ( NYSEARCA: VTI) is an exchange-traded fund (ETF) that was launched in May 2011 and …Vanguard Total World Stock Index Fund seeks to track the investment performance of the FTSE Global All Cap Index, a free-float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index includes stocks of companies ...The non-qualified dividends (e.g. about 7-8% of VTI dividends) would be taxed at the higher ordinary income tax rates. Even the qualified dividends would be taxed annually, vs. deferred until you realize long-term capital gains (the tax drag of paying taxes earlier might reduce long-term compounding).With regard to tax efficiency, yes, VTSAX is just as tax efficient as VTI. Same holds for VTIAX and VXUS. The general notion of an ETF being more tax efficient than a mutual fund holds in many circumstances, except with Vanguard. Vanguard has a patent that allows them to share the ETF tax advantages with the "sister" share class of the ...10.19% Schwab Total Stock Market Index Fund (SWTSX) ER 0.03% Sell to buy VTSAX/VTIAX/VBTLX or their ETFs VTI/VXUS/BND until rebalanced 5.3% Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) ER 0.11% Unsure whether to convert to VXUS as patent makes it tax-efficientVTSAX is total market, VOO is S&P 500 so pretty big difference. VTI is the ETF equivalent of VTSAX and they're basically identical and you can flip a coin to decide which one to pick. VOO (etf of S&P 500) and VTSAX (mutual fund of Total Stock Market) are highly correlated since the underlying funds are very similar.VXUS, the ETF, does have a lower expense ratio than VTIAX (at least on the open market) so I would choose the ETF. Do note that if you have the same fund (VTI, VTSAX) in your taxable and Roth, you'll need to pay attention to both accounts to avoid triggering a wash sale. One fund you could choose for a TLH partner with VTI is the iShares ...It tracks a slightly different index than FSKAX but the two funds are identical for all practical purposes. VTSAX has a slightly higher expense ratio of 0.04% but the difference is negligible, even over very long periods of time. VTI is the ETF share class of VTSAX and has an expense ratio of 0.03%.30.20. 30.20. 29.18. -. Related Tickers. Discover historical prices for VTIAX stock on Yahoo Finance. View daily, weekly or monthly format back to when Vanguard Total Intl Stock Index Admiral ...VTI Performance - Review the performance history of the Vanguard Total Stock Market ETF to see it's current status, yearly returns, and dividend history.VT vs ACWI - Differences. In a nutshell, VT is cheaper with an expense ratio of just 0.07% while ACWI charges 0.32%. VT offers a larger portfolio of 9523 stocks that includes large, mid and small cap companies while ACWI ETF has 2376 holdings across large and mid cap companies across the whole. Let's take a deeper dive into their details ...VTIAX + VTSAX vs. VTWAX . I've got a taxable account set up with Vanguard and I'm trying to decide how to allocate my money. Trying to decide whether to invest in both VTIAX and VTSAX or VTWAX. I currently have about $3500 in VTIAX and $3000 in VTSAX. Not sure if I should combine it into VTWAX. ... VTI+VXUS vs VOO+VXUS.Admiral shares are available to personal investors: Total International Stock Admiral (VTIAX). Viewed August 11, 2012. ↑ "Developed Markets Index Fund moves to transition index". Vanguard. 21 December 2015. Retrieved 2 January 2016. ↑ "Vanguard announces 4 international index funds to broaden diversification". Vanguard. June 2015.Fund Size Comparison. Both VGTSX and VTIAX have a similar number of assets under management. VGTSX has 382 Billion in assets under management, while VTIAX has 390 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.Final Thoughts: VTI vs VTSAX are two funds you cannot go wrong with. They are significant funds with low expense ratios and do similar things. VTI can give you more flexibility with having less money and buying the ETF on other exchanges like M1 Finance, but VTSAX also gives you automatic investing.. When looking at a fund that will help you reach financial independence, you cannot go wrong ...FTIHX has a larger portfolio of 5,000+ equities, while FSPSX only holds 800+ stocks. FSPSX has a lower expense ratio of 0.035%, compared to FTIHX's 0.07%. Both funds have averaged under 6% over the past 10 years, with FSPSX being the preferred choice due to its lower fees and larger net assets. Investing in at least one international index ...Research suggests that music may benefit people with ADHD. Here are types of music that may work best and some playlists to check out. Music has been shown to promote attentiveness...The two main advantages I see online for investing in VTSAX/VTIAX instead of VTI/VXUS is the ability to buy fractional shares and set up automatic investing. But Robinhood, M1, and I think a few other brokers seem to offer those actions for VTI/VXUS ETFs (Vanguard and Fidelity do not). So is there any reason that I'm missing to not go the ETF routeHulu CEO Randy Freer is stepping down from his role as part of a major restructuring of Disney’s direct-to-consumer business, the company announced on Friday. Disney had acquired c...Vtwax is .10er vs .04/.10 for vtsax/vtiax. I think for my mix it's .06 er for 70/30. Who knows where the market will be in a month but if it's same or slightly lower I can switch back. ... Mostly I'm in VTI, but as it's market weighted it looks a LOT like VOO overall. So I use that as a trading partner when necessary - they are correlated ...0.00%. BCSVX Brown Capital Management International Small Company Fund. 22.47. +0.40%. PWJCX PGIM Jennison International Opps C. 27.56. 0.00%. Current and Historical Performance Performance for ...Both ETF's and index funds are low cost and basically the same in terms of investments (As long as you are comparing equivalent ETF to fund products). However, I prefer index funds like VTSAX because of: Automatic Purchasing. Full Amount Is Purchased. ETF's require you to go into the account each month and purchase the ETF.Read this guide to find out how to upgrade your next Virgin Atlantic flight. There are plenty of different ways to use your Virgin Atlantic Flying Club points — most notably, for r...Fund literature. View prospectus and reports. Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) - Find objective, share price, performance, expense ratio, holding, and risk details.VFIAX also has the ETF VOO. VOO competes with many other ETFs like VUG and VTI. I would say VUG vs VOO would be comparing two of the most popular ETFs around. One is growth, and one is the S&P 500. As . ETFs are growing in popularity, and VOO is an ETF to invest your money into. VTSAX vs VFIAX: The Similarities Between the TwoThe Short Answer. There are two main differences between the funds. SWPPX is a mutual fund that holds large-caps and mid-caps, while VTI is a total market ETF that includes small-caps. However, these are not major differences and investors should look at additional factors when deciding between the two funds.Nov 8, 2023 · Summary. Vanguard Total International Stock Index has a market-cap-weighted portfolio that holds nearly every stock in the international market. Its low fee and expansive portfolio make it one of ...The ETF equivalent of VTSAX is VTI, Vanguard Total Stock Market ETF and it has an expense ratio of 0.03%. You can even convert your VTI over to VTSAX once you reach the minimum level of $3,000. Performance - Its average annual total returns in the past 10 years has been 12.40%. To put this in perspective with annual compounding, if you had put ...If you want to invest in global ex-US equity with a plain strategy (without focusing on factors such as low volatility, etc.) and you want to use Vanguard's ETFs, you could choose from the ...Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and Vanguard Total Stock Market ETF (VTI) are different share of the same fund. The investments are identical, and the regular mutual fund has the same very good tax-efficiency as the ETF. If your taxable account is at Vanguard you can use either. If your taxable account is elsewhere ...The minimum investments for both are millions of dollars. Are you sure you're looking at the right funds? You probably want VTSAX, which is the same as VSMPX but with a $3,000 minimum investment or VTI which is the same thing but an ETF.VTIAX vs VTI, Do they grow at the same rate? Investing Questions I understand the high level benefits and differences between the two, but why does the 5 yr gain of VTIAX about 14.75% compared to VTI which is 72% Wouldn't it be more beneficial to go with VTI aside from the auto investing and fractional shares?To expand on this: if you buy VTIAX separately you get a small foreign investments tax credit. Buying the whole world is better than buying just the US because it's more diversified. Reply reply [deleted] • Comment deleted by user ... swtsx vs vti ...But for many intents and purposes, VTI and FZROX are identical. Both funds are broad-based indices that represent the US equity markets. Historical Performance: FZROX vs VTI. VTI was launched in 2001, while FZROX was launched on August 2, 2018. Since that time, the two funds have had nearly identical performance: 8.23% vs 8.12% on an annualized ...We would like to show you a description here but the site won’t allow us.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.13.83. 13.8%. Michael Perre, Principal of Vanguard. He has been with Vanguard since 1990; has managed investment portfolios since 1999; and has co-managed the Fund since 2009. Education: B.A., Saint Joseph's University; M.B.A., Villanova University.Michael Perre, Principal of Vanguard. He has co-managed the Fund since 2017.I held SCHB because when I opened an investment acct at Schwab, it was cheaper at the time. Does the exact same thing as VTI. I prefer Vanguard all-things-being equal, but it doesnt matter. Yes you can tax loss harvest between those 3. Wealthfront and Betterment use those 3 (VTI, ITOT, SCHB) as tax loss harvesting partners and the authorities ...Variable Return Funds in the plan: All-in-one options: Fund name Fund symbol/ number Total annual operating expenses Average annual total return** as of 04/30/2024Based on what I've read, it seems the main advantage of VTWAX is simplicity and the main advantage of VTSAX & VTIAX is customizability and receiving a foreign tax credit. Am I missing anything substantial? Also, I added a poll to see what the readers of this subreddit prefer to invest in: Closed • 124 total votes. Voting closed 10 months ago.VTIAX | A complete Vanguard Total International Stock Index Fund;Adm mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.The non-qualified dividends (e.g. about 7-8% of VTI dividends) would be taxed at the higher ordinary income tax rates. Even the qualified dividends would be taxed annually, vs. deferred until you realize long-term capital gains (the tax drag of paying taxes earlier might reduce long-term compounding).The top news stories of the day include police reports of a hit squad in Haiti, and more Chinese companies preparing to be blacklisted by the US. Good morning, Quartz readers! Was ...Vanguard is structured to be a fiduciary to its own customers, Schwab's 1st priority is its shareholders of company stock. They should perform fairly similarly, but have enough differences in holdings (number and thus weight of each that they do have) that expense ratios that close aren't very important to care about.Regarding US vs International Been waiting for 10+ years for international to not suck. As of this morning, the average annual rate of return over the last 10 years for VTI is 11.6%, for VXUS it's 4.4%. Fool that I am, I still have a 70/30 split in US vs international for the stock portion of my portfolio.Hi guys, right now I rock with VTI and VXUS in my retirement, but due to the nature of foreign stock outperformance vs. U.S. and the unpredictability of when, I was wondering if any of you just simply roll with VT or VTWAX because of this reason. Or, what % you pick for VTI and VXUS. I‘ve chosen 60% VTI and 40% VXUS for the time being.