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Apr 11, 2024 · 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 ...Fund Size Comparison. Both FXAIX and VTSAX have a similar number of assets under management. FXAIX has 224 Billion in assets under management, while VTSAX has 872 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.The equivalent of VTSAX is VTSAX but Fidelity will charge you a $75 transaction fee for it. The ETF equivalent is VTI but it is the same underlying fund. It tracks the CRSP US Total Market Index. FSKAX tracks the Dow Jones US Total Market Index which is slightly different from the one VTI/VTSAX tracks. Reply reply.VFIAX is a subset of VTI/VTSAX. Vanguard TDFs offer a globally-diversified mix of imperfectly-correlated asset classes, which automatically handles the rebalancing for you, and has a built-in glide path to increase exposure to bonds as the date in the fund name approaches.After reading most of the posts online I was swayed towards VTWAX because 1) more diverse 2) don't need to rebalance 3) less risk (no one-country bias). But then I look at past performance (yeah I know past performance doesn't predict future performance) and then VTSAX looks more attractive because of more growth. 5-yr performanceThe 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 ...When it comes to SWTSX vs VTSAX, SWTSX has a significant advantage. Since VTSAX is a mutual fund, it will typically have higher costs per investor. These costs are why VTSAX has an initial minimum investment of $3,000. However, suppose you choose to invest with VTSAX after the initial 3k investment.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.Some Last Thoughts: 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.Jan 20, 2023 · Vanguard has some of the lowest-cost, highest-liquidity mutual funds around. Here we’ll look at the best Vanguard mutual funds for 2023.// TIMESTAMPS:00:00 -...One wag said: " If Bogleheads agree, do what they say. If they disagree, it likely doesn't matter. The reason that VTSAX/VTI (Total Stock Market) has outperformed VTWAX/VT (Total World) is that the US has been on a tear since 2009, especially large caps (Total Stock is about 80% large caps). The US has outperformed the rest of the world.VTWAX VS TDF 2055 - Roth IRA. Hello Everyone, I am currently a 30 year old male. I am maxing out my 401k with 83% FXAIX, 8% FSMDX and 9% FSSN. I also put $1,500 a month into a taxable brokerage account. That is 100% VTSAX in the taxable brokerage. My wife and I currently max out our Roth IRA's with 100% VTWAX but I was curious if a TDF like ...bg5: You are not crazy. Many speculators are tempted to invest in VIGAX (Vanguard Growth Index) because the growth factor is currently outperforming the value factor. I strongly suggest that you continue holding VTSAX (Total Stock Market). Forget about trying to beat the market (you probably won't). Best wishes.

However, VT is an ETF and VTWAX is a mutual fund. In this case, VT has an expense ratio of 0.08% and no minimum for purchase. VTWAX has a .1% expense ratio and a $3,000 minimum. Those expense ratio differences are small, but if you plan to put large sums of money into VT/VTWAX it will make a big difference.For both VTI and VTSAX, their top 10 holdings account for 23.9% of their total portfolio. Meanwhile, foreign holdings (non-US companies) account for only 0.1% of the fund's total assets. Here are the top holdings for each of the funds: Top Holdings (VTI) Top Holdings (VTSAX) Apple Inc. Apple Inc.Biggest choice is how much risk you want to take. VWELX is about 1/3 in bonds and cash, which reduces volatility, but also reduces highest potential return. You also pay a much higher (although still relatively inexpensive) expense ratio for VWELX. VTSAX is an extremely inexpensive index fund holding 100% stocks (a market-cap weighted index ...So should VTWAX theoretically be better than VTSAX then? VTWAX is pretty close close to VTSAX + VTIAX in one fund at global market cap weights. Either option works well (VTWAX is you want simplicity, VTSAX + VTIAX for very slightly better expense ratio and possibly taxes). Personally I would not do only VTSAX. Iirc VTWAX is exactly 40% ...

Re: VTSAX vs BRK.B. by tj » Tue Jun 16, 2020 5:40 pm. BRK.B has really under-performed. this year. Since January, BRK.B is down 18% and VOO is down 5%. Since Januayr of last year, BRK.B is down 6% and VOO is up 17%. I thought BRK.B made sense in a taxable account for similar reasons.So should VTWAX theoretically be better than VTSAX then? VTWAX is pretty close close to VTSAX + VTIAX in one fund at global market cap weights. Either option works well (VTWAX is you want simplicity, VTSAX + VTIAX for very slightly better expense ratio and possibly taxes). Personally I would not do only VTSAX. Iirc VTWAX is exactly 40% ...…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Rebalancing and/or adjusting ongoing contributi. Possible cause: I guess I could do 100% VGSTX in the 401k and do VTWAX or even VTSAX in the Rot.