Vtwax vs vtsax

VartAndelay wrote: ↑ Wed Jan 12, 2022 9:19 pm I feel like there has been a shift these past few years. Lately I did not see much talk of investing on mainstream places, but now I regularly hear and see people talk about investing. And I am noticing numerous young investors, young workers in their 20s and 30s, talking about how their investment …

Almost every YouTuber/poster seems to go all in on VTSAX. Remember, there's a lot of junk out there, especially on YouTube and other social media. I've never seen anything even remotely approaching a good reason for doing so.VT vs. VTSAX Expense Ratios. The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund's assets per year. The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The lower the ...The value fund has a slightly higher expense ratio too. No it doesnt make it better. The people who slice and dice, tilt to particular corner in market or use factors uses value funds. You can just invest blended fund - TSM or SP500 and be done with it. "My conscience wants vegetarianism to win over the world.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).Vanguard's VTSAX has an annual fee of 0.04% and Fidelity's FSKAX is even lower at 0.015%. Both funds are quite a bit lower than mutual funds offered elsewhere. Fees make a HUGE difference in your investment results over time. A fee of 0.50% to 1.0% doesn't sound like much but the compounding impact over time is massive!

Looking at VT (since VTWAX hasn't been around too long), it's growth is outperformed by VTSAX.I guess I could do 100% VGSTX in the 401k and do VTWAX or even VTSAX in the Roth, but the expense ratio of VGSTX is 0.31%, like 7 times higher than VINIX. I guess it's still low, and adds bonds, which I don't have (I'm about 25-30 years from retirement). If you have any thoughts on that kind of portfolio vs. what I have now, please let me know.Currently, VTI is more expensive than VTSAX for a multitude of reasons. One reason for the difference in prices stems from VTSAX's requirement of a minimum investment of at least $3,000.The addition of ex-US to US can produce higher returns and lower volatility than 100% one or the other. VTIAX is the natural complement to VTSAX. About 60% of VTWAX is most of VTSAX already, VTWAX can be the only stock fund you hold and be globally diversified. If you were mirroring allocations, VTWAX would be fine, but if you're splitting ...VTSAX was launched in 2001, while FSKAX was launched on September 7, 2011 (although other share classes of the Fidelity fund existed prior to this date). Since that time, the two funds have had identical performance: 12.65% vs 12.68% on an annualized basis. Over those 11 years, the cumulative performance differential has only been 1%!

VTSAX vs. VGT - Volatility Comparison. The current volatility for Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) is 3.20%, while Vanguard Information Technology ETF (VGT) has a volatility of 5.16%. This indicates that VTSAX experiences smaller price fluctuations and is considered to be less risky than VGT …I’m gearing up to fund my Roth IRA with $6k more for 2022 in January. With Schwab’s fee increase to buy Vanguard funds (was $49.95, now $79.95), I was wondering if it makes sense to make the shift to SWTSX in my Roth. SWTSX has a slightly lower ER (0.03% vs 0.04% for VTSAX), but slightly lower returns over the long run (like .1% lower than ...If you have a 401k through work and they have a good international fund like VTIAX/VTWAX, or FTIHX, you could hold that there then use your Roth for domestic funds like SWTSX. SFILX might also be a complementary fund to SWISX. It holds 1684 companies and Schwab says it's a mid/small cap fund. The expense ratio is .39%, though.Since the weighting of the fund isn't this, no foreign tax credit is applied. Something like VTIAX would get this credit. The amount is miniscule. Really boils down do you want one fund for US and international exposure or splitting it for the small credit. At the end of the day VTWAX or a split of VTSAX or VTIAX works perfectly fine. Pick one.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 includes stocks of companies of all sizes, ranging from large-cap to small-cap. In contrast, VTWAX puts a greater emphasis on large-cap stocks, which tend to be more established and stable. This difference in market capitalization can impact the risk and return characteristics of the funds.

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VTI vs. VTWAX Expense Ratios. The expense ratio is a measure of how much an ETF charges its investors for managing the fund. It is expressed as a percentage of the fund's assets per year. The expense ratio is one of the most important factors to consider when choosing an ETF because it directly affects your returns over time. The lower the ...VTSAX is a total stock market index fund that includes small, mid, and large-cap stocks, while VOO is an S&P 500 index fund that only includes large-cap stocks. Investing in both funds may seem like a good idea, but it can lead to overexposure to certain sectors and companies. For example, if you invest in both funds, you may end up with too ...Two things: #1 VT is two basis points of a lower expense ratio (.10 vs .08) so in a perfect world vt will do .02% better each year. 2 etfs do not trade at nav like a mutual fund. They are typically extremely close but even a slight difference will make a difference when comparing that close.Inspire To FIRE - Inspiration For Financial IndependenceJust as easy to commit to one fund (vtwax--total world) as it is to one fund (vtsax). thinking about this as two funds ("you can always add international later") means a person will be comparing the performance of one against another, rather than just focusing on the overall return of the portfolio. owning vtwax allows one to just focus on ...$3000 each into VTSAX and VTIAX ($3000 minimum for each fund) My overall approach is to be as "hands off as possible and let the money grow", which certainly makes the TRF more appealing despite the higher expense ratio. BUT, I'm okay with doing simple tasks like putting money in and visiting the account on a weekly basis.

VFQY vs. competitors since 2/19/2018 (Seeking Alpha) Takeaway Vanguard U.S. Quality Factor ETF is an actively managed fund invested in over 300 U.S. companies with quality characteristics.VTSAX tracks the broader CRSP US Total Market Index and so it owns many more mid-caps and small-caps, as of 10/31/2022. In other words, VOO is a large-cap vehicle, while VTSAX is a total market vehicle. That being said, due to market cap weighting, both funds are overwhelmingly influenced by the large-cap holdings. VOO. VTSAX. Large-Cap. …Real time Vanguard Index Funds - Vanguard Total Stock Market ETF (VTSAX) stock price quote, stock graph, news & analysis.Mar 15, 2024 · VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) is a low-cost index fund that tracks the performance of the entire U.S. stock market. The makeup of the fund changes as new companies go public or as already-public companies go private or go out of business. As of January 2023, the fund holds 4,026 stocks.VTSAX was launched in 2001, while FSKAX was launched on September 7, 2011 (although other share classes of the Fidelity fund existed prior to this date). Since that time, the two funds have had identical performance: 12.65% vs 12.68% on an annualized basis. Over those 11 years, the cumulative performance differential has only been 1%!Performance Comparison of VTSAX vs. VTWAX. The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, VTSAX has a one year annualized return of 26.01%, while VTWAX has a five year annualized return of 21.87%.By switching to VTWAX, you'll be paying more in fees (vs VTSAX+VTIAX), and for any year it doesn't qualify, you'd lose the foreign tax credit advantage of VTIAX. Other options include something like ITOT / IXUS, or VFIAX + VEXAX / VTMGX + VEMAX. ... Vtwax is .10er vs .04/.10 for vtsax/vtiax. I think for my mix it's .06 er for 70/30.38.44. +1.32%. Find the latest Vanguard Total World Stock Index Admiral (VTWAX) stock quote, history, news and other vital information to help you with your stock trading and investing.2020 VTSAX: $1.3394 (2020 annual dividends)/$77.165 (mean [average] reinvest price = 1.73%. VTSAX is higher in 2020 because of some of the dividends reinvesting in March and June when the market was lower, but Nate79 made his point. The difference is pretty much due to when dividends are reinvested.Assuming this is an IRA or brokerage account, and not a 401k, you can buy VT in Fidelity no problem. If you go the VT/VTWAX fund page, under Portfolio Composition, where it has a donut chart for Weighted Exposures, select Markets and it will show you the percentage of US vs intl (currently 59% US). ETF.com also has this info handy for most ETFs.Currently i am investing in FZROX and a friend of mine said, FZROX is not transferrable to any other Brokerage account and suggested me to consider FSKAX, so that if needed i could get it converted to VTSAX in Vanguard.I get his point, and after comparing the expense ratio which is 0 vs 0.02 (FZROX vs FSKAX) and checking the graph as it almost ...

Vanguard Total Stock Mkt Idx Adm VTSAX. Vanguard Total Stock Mkt Idx Adm. VTSAX. Morningstar Medalist Rating. | Medalist Rating as of Feb 7, 2024 | See Vanguard Investment Hub. Quote. Chart. Fund ...

BunChargum. • 2 yr. ago • Edited 2 yr. ago. $10,000 invested in VTSAX (Total US Stock Market) in 2011 was worth $42,957 on January 31, 2022 (all dividends reinvested) $10,000 invested in VTIAX (Total International Stock Market) in 2011 was worth $17,402 on January 31, 2022 (all dividends reinvested) This is a huge difference.The current volatility for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) is 3.68%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.03%. This indicates that VTWAX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure.As you can see, the 10-year return was reduced by 0.49% without selling and 2.33% when you sell. Now, VTSAX: The 10-year return was reduced by 0.49% without selling and 2.34% by selling. As you can see and as you would expect from the unique Vanguard fund structure, the two share classes are equally tax-efficient.Mar 26, 2019 · VTWAX is plenty cheap and is much simpler in every way. In a taxable account, there may be some advantage to holding them separately so you can use tax loss harvesting in the future. The benefits of that are often assumed to greater than they are, IMHO, but it can provide some tax savings. "Far more money has been lost by investors preparing ...My Roth IRA is composed of VTSAX/VTIAX for maximum equity diversity. Now I'm looking for a Vanguard non-VTSAX US large-cap fund for all the rest of the money in my taxable account. ... Why not just hold VT/VTWAX in IRAs (since you use the global haystack)? Top. Triple digit golfer Posts: 10546 Joined: Mon May 18, 2009 10:57 pm. Re: VFIAX vs ...However, I am interested in how many people like Vanguard Total Stock Market Index Fund (VTSAX) here at r/personalfinance. Is there a similar fund at Schwab to VTSAX? Archived post. New comments cannot be posted and votes cannot be cast. Share Sort by: Best. Open comment sort options. Best. Top. New. Controversial ...Ah okay, thank you! So if I were interested in doing 100% VTWAX, would it probably make sense to just do 100% VTWSX rather than looking around at some alternative? (like a combo of VTSAX and VTIAX). (Though I wonder if I may be opening a bigger can of worms with that question than I anticipate)VFIAX closely tracks the S&P 500 and may have the potential to slightly outperform VTSAX in the future. VTSAX is a little more flexible: VTSAX offers a higher level of flexibility than VFIAX. The ...

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The higher the Sharpe ratio the better as it means that the fund is generating higher returns per every unit of risk it takes. For VFIAX, the Sharpe ratio stands at 1.38. Meanwhile, for VTSAX, that same ratio stands at 1.32. Between the two, VFIAX is delivering better risk-adjusted gains as its Sharpe ratio is higher.Would I benefit more from compounding gains if I take all $ from VIGAX and transfer to VTSAX or perhaps the other way around. Doesn't work like that $100 invested in 1 fund earning 10% is $110, 2 funds with $50 each earning 10% is $55 + $55 = $110. Compound them another 10% and you get $121 for the single fund or $60.50 x2 (=$121) for the 2 funds.Jun 17, 2012 · It will make for easier rebalancing and better tax-lost harvesting. If you add VTWAX, you're doubling up on the stocks in VTSAX. To me, VTWAX only makes sense if you're using it for one-equity-fund simplicity. +1. Go with VTWAX in your IRA's and VTSAX and VTIAX in your taxable account. If you're cool with world market cap, you won't need to ...VTWAX vs VTSAX/VTIAX in taxable. I’m much more attracted by the theory behind the VTWAX fund, in that the US:Itl ratio is specifically market-capitalized and I absolutely adore that. However, I’ve come across many forums stating that although VTWAX is perfectly acceptable in a tax advantaged account such as a Roth IRA, but not so much in a ...The main difference between SPY and VTSAX is that SPY is a large- and mid-cap ETF, while VTSAX is a total market mutual fund. Despite these differences, the total return between these two funds is nearly identical and I consider them interchangeable for all intents and purposes. A quick reminder that this site does NOT provide investment ...Correct. Some ppl prefer VTIAX + VTSAX so that they can deviate from world market cap. I prefer US + International in separate funds but for a different reason. I balance my entire portfolio across all accounts for both me and my spouse - 401ks, IRAs and brokerage accounts. And most 401ks don't have a total market option such as VT or VTWAX.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.In a taxable account you want VTI + VXUS. This allows you to claim the Foreign Tax Credit on VXUS, which you cannot do with the international component of VT because of the way the IRS treats foreign investment income. The tax benefit will be small at first, but as your balance grows it will be significant. In 2 years, I will graduate and plan ...You can also potentially take advantage of a foreign tax credit going this route vs vtwax I believe, but it was not a factor for me. VTIAX has an expense ratio of .11%; VXUS is at .07%. Not a huge difference, but free money is free money. VTSAX and VBTLX are each .01% higher than their ETF counterparts.If you're only picking one fund, I'm going to recommend VTWAX just like most others here. It's a one stop shop for everything and is the ultimate easy button to long term returns. I would love to hear your thoughts on VIGAX (Vanguard Growth Index Admiral Fund) vs. VTSAX. I invested $3k in VIGAX last year as my first foray into….VFIAX VIMAX VSMAX VTMGX VEMAX. I have these to choose from in 401k. I took a look on portfolio visualizer and it looks like best way to mimic VTSAX is 85% VFIAX and 15% VSMAX. For VTIAX, looks like 75% VTMGX, 25% VEMAX. So if I'm looking to replicate VTWAX, I believe I want following: 51% VFIAX 9% VSMAX 30% VTMGX 10% VEMAX. Does this look right?Correct. Some ppl prefer VTIAX + VTSAX so that they can deviate from world market cap. I prefer US + International in separate funds but for a different reason. I balance my entire portfolio across all accounts for both me and my spouse - 401ks, IRAs and brokerage accounts. And most 401ks don't have a total market option such as VT or VTWAX. ….

Mutual Fund Report for VTSAX . Sep. 8, 2021 at 7:00 a.m. ET on Zacks.com. 4 Best Mutual Funds to Buy for a Stress-Free Retirement Jun. 17, 2021 at 2:07 p.m. ET ...Historical Performance: VTSAX vs VTI. VTSAX was launched on November 13, 2000 and VTI was launched a few months later on May 24, 2001. Since that time, performance has been identical: 7.67% vs 7.68% annually. Despite changes in fees and expenses over the past 20 years, the cumulative difference in performance over that time period is less than 1%!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. The same in VTWAX (56.6% US and 43.4% Ex-US) would give you $236,164 today. This is a difference of $136,517, and not an insignificant amount.techcaleb. • 1 yr. ago • Edited 1 yr. ago. VTI has an expense ratio of 3 bps, while VTSAX has an expense ratio of 4 bps. So you would be paying slightly more for the exact same fund. But the different is negligible, so the bigger question is whether you would prefer to invest in an ETF or a mutual fund. Reply.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. The same in VTWAX (56.6% US and 43.4% Ex-US) would give you $236,164 today. This is a difference of $136,517, and not an insignificant amount.VTSAX vs. VTI. The biggest difference between VTSAX and VTI is that VTSAX is a mutual fund and VTI is an ETF. VTSAX also has higher fees associated with it, including a minimum investment requirement of $3,000 and a 0.04% expense ratio. They also have vastly different share prices, with VTSAX hovering around $100 a share and VTI hitting upwards ...r/Bogleheads. Bogleheads are passive investors who follow Jack Bogle's simple but powerful message to diversify with low-cost index funds and let compounding grow wealth. Jack founded Vanguard and pioneered indexed mutual funds. His work has since inspired others to get the most out of their long-term investments.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. Vtwax vs vtsax, Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) 0.04%. Large Blend. VTWAX. Vanguard Total World Stock Index Fund Admiral (VTWAX) 0.10%. World Large-Stock Blend. VXUS. Vanguard Total International Stock Index Fund ETF Shares (VXUS), Difference 1: Minimum Investment. To invest in VTI, you buy units of shares. This means that the minimum investment is the price of one share which, at the time of writing, is $128.46. For VTSAX, the minimum investment is $3,000. This means that if you’re not quite at the level of investing $3,000 and don’t like the idea of waiting to save ..., If you take a more extended look at the overall performance, you will see that VTSAX has outperformed in the long run. Since its inception, it has gone up 8.56% on average, and VFIAX has grown an average of 8.08%. As I look at this, it is hard not to choose VTSAX, but this is my opinion alone., Regions VTWAX Benchmark Emerging Markets 9.90% Europe 15.40% Pacific 10.20% Middle East 0.20% North America 64.30% Other 0.00%. Weighted equity exposures exclude any temporary cash investments and equity index futures. Some short-term fixed income securities are classified as cash and are ..., Performance Comparison of VFIAX vs. VTWAX. The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, VFIAX has a one year annualized return of 26.29%, while VTWAX has a five year annualized return of 21.87%., May 15, 2019 · VTWAX. It has 8032 stocks vs 3500 (VTSAX). Don't be swayed by american exceptionalism, politics, past performance, ideologies, american nationalism, make believe crystal balls that can see into the future and many more weak arguments... Don't fall into this trap touted by some on this forum. Good luck with your choice., 4. Share. mattice06082. • 5 yr. ago. VINIX is the institutional version of their S&P 500 fund not their total stock market indeed like VTSAX. However the correlation between the two is quite high (they're very similar). 4. Share. true., Also, regarding mutual funds vs ETF. The mutual fund VTWAX is .02% more than VT which is $2 every $10k. Does this amount compound into something meaningful or should I not worry so much about it. I know the big difference is that MF have a single price for each day and ETF changes during the day., Mistake #1 is why you should avoid "tech funds" like VGT. Buying into them is a bet that you know better than market experts how much money tech companies will make in the future, and that's not a good bet to take. Mistake #2 is why you should avoid "growth funds" like VIGAX., Would I benefit more from compounding gains if I take all $ from VIGAX and transfer to VTSAX or perhaps the other way around. Doesn't work like that $100 invested in 1 fund earning 10% is $110, 2 funds with $50 each earning 10% is $55 + $55 = $110. Compound them another 10% and you get $121 for the single fund or $60.50 x2 (=$121) for the 2 funds., The general consensus in these latter groups seems to be “dump everything into VTWAX” simply because “winners rotate,” or “past performance doesn’t predict future returns,” or (my personal favorite) “the fall of Rome.”. But I look at this as a matter of risk tolerance & probability. Yes, we can’t predict the future, but the ..., FSKAX vs. VTSAX - Performance Comparison. The year-to-date returns for both stocks are quite close, with FSKAX having a 10.93% return and VTSAX slightly lower at 10.89%. Both investments have delivered pretty close results over the past 10 years, with FSKAX having a 12.25% annualized return and VTSAX not far ahead at 12.26%., VTSAX tracks the broader CRSP US Total Market Index and so it owns many more mid-caps and small-caps, as of 10/31/2022. In other words, SWPPX is a large-cap vehicle, while VTSAX is a total market vehicle. That being said, due to market cap weighting, both funds are overwhelmingly influenced by the large-cap holdings. SWPPX., VTSAX has more cash in the bank: 1.55T vs. VINIX (290B). VTSAX (1.35) and VINIX (1.33) have matching dividends . VINIX was incepted earlier than VTSAX: VINIX (34 years) vs VTSAX (23 years). VINIX is a more actively managed with annual turnover of: 3.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than VINIX: VTSAX (3000) vs ..., 7 Likes. The Alpha Sieve. 3.55K Follower s. Summary. 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..., Whether you just want to be able to hack a few scripts or make a feature-rich application, writing code can be a little overwhelming with the massive amount of information availabl..., I'm considering adding VTSAX/VTI (VG Total stock) or VTCLX (VG Tax-Managed Cap Appreciation) to an after-tax account. When I look over their historical returns, VTCLX has a slight edge all the way back to 10 years, but it doesn't appear that it gains any further advantage when considering taxes on dividends or sale of fund shares, which I would have thought would be the point of a tax-managed ..., Shares of GNC Holdings plunged Thursday after reporting a 12% decrease in same store sales....GNC Shares of GNC Holdings (GNC) plunged Thursday after reporting a 12% decrease in sa..., Re: VTSMX vs VITSX. by averagedude » Wed Jul 11, 2018 11:10 pm. I would say that having access to VITSX is a sweet deal. It has a cheaper expense ratio than VTSMX or VTSAX. My opinion all are a sweet deal. These are the costs on a million dollar portfolio. VTSMX 0.14% $1400 a year. VTSAX 0.04% $400 a year., (This does not apply when comparing Vanguard's ETFs vs Vanguard's mutual funds) Mutual fund trades may settle a day earlier than ETFs. Mutual funds may be traded for a different one as a single transaction at some brokerages, ETFs must be a sell then buy (M1 Finance might be excluded)., Correct. Some ppl prefer VTIAX + VTSAX so that they can deviate from world market cap. I prefer US + International in separate funds but for a different reason. I balance my entire portfolio across all accounts for both me and my spouse - 401ks, IRAs and brokerage accounts. And most 401ks don't have a total market option such as VT or VTWAX., A few noticeable differences comparing VOO vs VTSAX: The benchmark indexes are different. VOO is larger from a net assets perspective, though VTSAX remains one of Vanguard's largest index funds. Both expense ratios are very low — nearly identical at the time of writing. VTSAX has a $3,000 minimum investment., Vanguard General Investing: 33% each of VTSAX, VBTLX, VTIAX 33% sounds like too much bonds for your age. I'd stick with 60/0/40 until age 45, then 56/8/36 and slowly ramp up the bond percentage to get to something like 40/40/20 at retirement., Difference 1: Minimum Investment. To invest in VTI, you buy units of shares. This means that the minimum investment is the price of one share which, at the time of writing, is $128.46. For VTSAX, the minimum investment is $3,000. This means that if you’re not quite at the level of investing $3,000 and don’t like the idea of waiting to save ..., 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 bit more aggressive. It is pretty standard., by TierArtz » Fri Apr 26, 2019 3:00 pm. Splitting the seven figure sum into VTSAX (2/3) and VTIAX (1/3) would result in slightly lower expenses due to the much lower ER for VTSAX. Total stock is 0.04%, Total International is 0.11%, and Total world is 0.10%. The difference on each $1M per year is $367.30 in favor of splitting., VSMPX at $102.40, yield of 1.97% will give you an annual dividend of $2.02 per share. So, the ratio of dollars from dividends to share price is roughly the same (the definition of dividend yield). In terms of dollars, for every $1,000 invested, VTSAX will pay out $19.40 and VSMPX will pay out $19.70., 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., SCHP vs. VTWAX - Bottom Line. Ultimately, both SCHP and VTWAX are solid investment choices. The choice between the two ultimately depends on the exposure you want and the amount of risk you are willing to take. Hopefully, the information in this article helps you decide which is better for your portfolio., A high-level overview of Vanguard Total World Stock Index Fund Inst (VTWAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools., 0.03%. Vanguard Total World Stock Index Fund Admiral Shares ( VTWAX) 0.1%. Vanguard Total World Bond ETF ( BNDW) 0.05%. Vanguard Target Retirement 2060 Fund ( VTTSX) 0.08%. VFIAX. Buy-and-hold ..., If it's a few thousand, then you'll have to decide if it's worth it to you. (also, long term vs. short term gains have different tax treatment). At the least, stop contributing to VTWAX and turn off distributions. Start investing directly into to VTSAX and VTIAX from this point forward. 2., Performance Comparison of VTSAX vs. VTWAX The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, VTSAX has a one year annualized return of 26.01%, while VTWAX has a five year annualized return of 21.87%.